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As SingTel chooses vendors for multiple LTE trials, NTT DoCoMo focuses on its LTE launch, and China Mobile preps a TD-LTE pilot

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Asian markets end mixed Wednesday, with banking shares leading Japan lower on concerns over equity issuances, while gains in brokerages helped South Korean stocks advance.

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China Mobile (CHL) will be the first mobile operator to sell the much-talked-about Dell (DELL) smartphone. The Mini 3i, as its is called, is a slim, touch screen smartphone to be supported by China Mobile’s new OPhone and Mobile Market platforms. The 3.5-inch widescreen is intended to create a big-screen experience, adding to the clarity of [...]

(CHL) China Mobile to Market Dell Phone

China Mobile (CHL) will be the first mobile operator to sell the much-talked-about Dell (DELL) smartphone. The Mini 3i, as its is called, is a slim, touch screen smartphone to be supported by China Mobile's new OPhone and Mobile Market platforms.

The 3.5-inch widescreen is intended to create a big-screen experience, adding to the clarity of images and videos. The Mini 3i is compatible with lot of applications like e-mail platforms and office productivity software. This new smartphone was produced through a year-long collaboration with China Mobile and also Dell is making substantial investment in smartphones.

Dell’s entry into the smartphone segment looks like a logical progression, as the company is already manufacturing and rolling out reasonably priced netbooks in the market. However, Dell is a late entrant into the market, unlike its peer Apple Inc. (AAPL), which has already grabbed a large share of smartphones such as iPhone 3G and iPhone 3GS.

As per the technology research firm Canalys, third quarter 2009 worldwide smartphone shipments grew 4% year on year, to 41.4 million units. Nokia (NOK) maintained its worldwide smartphone leadership position with a 40% share of the market, up from its year-ago position, but down 5% from the previous quarter. Research In Motion (RIMM) was in second place, with a market share of 21%, almost flat sequentially.

Apple’s market share was 18% in the third quarter, up from the 14% share in the second quarter, with significant improvement in the iPhone 3GS supply across many countries. HTC retained the fourth position with a 5% share.

Dell’s third quarter results were not very encouraging, with revenue, gross margin and EPS declining on a year-over-year basis. Dell suffered from the PC market slowdown. Although there are signs of recovery in this market, the smartphone market is expected to witness much stronger growth rates. Therefore, Dell’s decision to enter this market at this point is a big positive. Although initial revenue may not be substantial, the company would benefit from the growth trends, if its smartphone is well accepted.

We believe that there is no reason why Dell phone should not gain popularity, considering Dell’s history of innovation -- although the success rate could vary as competition is intense. We believe that even if Dell is able to capture a small share of the smartphone market, the additional growth opportunity would be substantial.

China Mobile was a natural choice for Dell to launch its smartphone in the country. China Mobile has a registered capital of RMB 51.8 billion and assets of over RMB 700 billion. The company is aggressively developing the mobile communications industry in China and the company Listed among the Top Fortune 500 companies.
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Zacks Investment Research

China Telecom (CHA), the largest Chinese fixed-line operator, has revealed plans to augment its wireless handset portfolio. The company is currently in talks with overseas handset vendors and targets to offer Research in Motion’s (RIMM) popular BlackBerry handset and Palm’s (PALM) smartphones in China in late 2009 or early 2010. This move represents a part of [...]

(CHA) China Telecom Boosts Handset Portfolio

China Telecom (CHA), the largest Chinese fixed-line operator, has revealed plans to augment its wireless handset portfolio. The company is currently in talks with overseas handset vendors and targets to offer Research in Motion's (RIMM) popular BlackBerry handset and Palm’s (PALM) smartphones in China in late 2009 or early 2010. This move represents a part of China Telecom’s efforts to boost its share in the domestic wireless space. 

China Telecom is the market leader in fixed-line phone services in one of the world’s fastest growing telecom markets. Being one of the incumbent telecom operators in China, the company is well positioned to benefit from the country’s rapid economic growth coupled with aggressive wireless expansion. 

With roughly 700 million subscribers, China is the largest wireless market in the world. China Telecom added mobile operation to its service offering in October 2008 through its acquisition of China Unicom’s (CHU) CDMA wireless business for approximately RMB43.8 billion (US$6.4 billion). However, China Telecom’s wireless CDMA operation accounts for only 7.5% of mobile phone users in China, well behind in terms of market penetration in this segment. The company is currently the smallest of the big three wireless carriers in China. 

To boost wireless market share, China Telecom’s rivals China Mobile (CHL) and China Unicom are increasingly focused on broadening their mobile handset offerings. Leveraging its new 3G services, China Unicom recently launched Apple’s (AAPL) iPhone in mainland China. 

While China Mobile is still considering selling the iPhone, it is currently rolling out android-based handsets (“Ophones") and will launch Dell’s (DELL) first smartphone in the near future. In contrast, China Telecom is yet to clinch any high-end handset contract from a major overseas vendor. Under this scenario, an opportunity to market two of the world’s most sought after cellular handset brands may lift China Telecom’s fortune in wireless. 

China Telecom hopes to increase its total mobile subscriber base to over 100 million by 2011, representing over 15% of the total Chinese wireless market. Additionally, the company plans to sign up 35 million new 3G users in 2009 and address 97% of the urban population by the end of the year. China Telecom’s expanding handset range supported by the upcoming premium smartphone offerings will help it to reach this goal.
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Zacks Investment Research

For Immediate Release

Chicago, IL – November 23, 2009 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: China Mobile (CHL), Alcatel-Lucent (ALU), China Unicom (CHU), China Telecom (CHA) and Vodafone (VOD).

Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513

Here are highlights from Friday’s Analyst Blog:

China Mobile Outlines 4G Plan

China Mobile (CHL), the world’s largest wireless carrier by subscriber, has revealed its plan to commence the trial run of its 4G network during World Expo 2010 to be held in Shanghai from May 1 to Oct 31, 2010. The company’s 4G service is based on the TD-LTE (Time Division Duplex Long Term Evolution) mobile broadband technology. Roughly 200 participants and 70 million visitors are expected to assemble at the Expo.

China Mobile has recently selected Alcatel-Lucent (ALU) for the responsibilities of design, construction, installation and integration of communication infrastructure to facilitate the 4G network trial. The TD-LTE network will provide advanced wireless services (including high-definition TV and ultra-fast broadband Internet access) to the visitors at the exposition.

The three major Chinese telecom operators China Mobile, China Unicom (CHU) and China Telecom (CHA) are investing heavily in Shanghai to improve the city’s network infrastructure, thereby ensuring the delivery of smooth network coverage for Word Expo 2010. China Mobile plans to invest RMB 15 billion ($2.19 billion) over the next three years in Shanghai.

China Mobile’s TD-LTE venture is being supported by the British telecom giant Vodafone (VOD).

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Schaeffer's Laura Houser takes a look at activity on the Street after the market close

Elizabeth Harrow takes a look back at news driving the market today.

Tammy DeRosier and Sue Morrison with a Market Update

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