第三届手机采购定制大会暨第五届中国国际手机科技展览会

时间：2009年3月6--7日
地点：深圳会展中心
主办单位
中国移动通信联合会
深圳市人民政府
联合主办
香港中瑞会议展览公司
深圳市手机行业协会
承办单位
深圳市中瑞展览设计有限公司
展会简介
“第三届手机采购定制大会暨第五届中国国际手机科技展”（“Mobile China 2009”）将于2009年3月6-7日深圳会展中心举办。连续几届，汇聚40多家手机品牌制造商、27家运营商、170多家手机代工和集成厂商参加了本次展会，近15000名专业人士参观了展览，其中来自中东、印度、越南、新加坡、马来西亚、美国、玻璃维亚、德国、俄罗斯等国家和地区的1000多家采购商光临过现场，中国移动、美国AT&T、BRIGHTSTAR、韩国KTF、新加坡singtel 、台湾亚太电信、澳门电信、富士康、华为、中兴、联想、展讯、联想、海尔、康佳、国虹、宇龙、广东移动、联通、TCL、万事通、创维、友利通、埃立特、蒙宝、天珑、邦讯等手机制造商及运营商采购部门和市场主管参观了展览并提出了采购需求．累计达成意向合作超过4000万部手机。
“第五届全球手机采购定制大会暨展览会”之际,我们继续举办“第三届移动电视、手机电视国际峰会( “Mobile TV 2009”)”,作为大会关联项目,借助手机产业强大的资源优势，促进Mobile TV在移动通信及手机领域的应用发展,继续与业界同时分享全球移动电视产业的发展现状和新的技术，同时为各大终端厂商参与中国的移动电视产业运营商提供了一个面对面的合作交流平台!
参展内容:
运营商、移动终端产品
参展范围：运营商、手机品牌厂商；手机国包商及品牌零售商；手机代工厂商；手机设计公司；手机ODM、OEM、EMS厂商；；小灵通、PDA、PMP、MP3、数码相机、掌上游戏机
核心模组
参展范围：手机模块厂商；手机平台提供商；手机芯片厂商
GPS解决方案商
GPS设备供应商、软硬件开发商、GPS接收设备、各类管理系统、电子地图及各类应用系统、导航手机及解决方案
手机电视解决方案商
移动电视/手机电视芯片商、方案商、CP/SP
增值应用及平台厂商
参展范围：增值应用服务提供商；软件厂商；手机操作系统厂商；JAVA应用；BREW业务；手机电视厂商
硬件配套产品供应商
参展范围：半导体器件及IC电路；显示器件；包装附属品；电路板连线；电源；电池；元器件；接插件和零部件；金属制品及冲压件；塑制品及结构件
时间：
布展时间:2009年3月5日 9:00AM—5:00PM
开幕典礼: 2009年3月6日 9:00 AM
展览时间: 2009年3月6－7日 9:00AM—5:00PM
撤展时间: 2009年3月7日 4:30 PM－7:00PM
组委会联系
匡亮
深圳手机行业协会
深圳市福田区天安数码创新科技广场2期西座629室
Tel:+86 755－82507205
Fax:+86 755－83297552
Mobile: 13528771064
E-mail：zhongrui6688@163.com
网址：www.smca.org.cn

Qualcomm and LT Mobile Sign CDMA Subscriber Unit License Agreement

SAN DIEGO - January 22, 2009 - Qualcomm Incorporated (Nasdaq: QCOM), a leading developer and innovator of advanced wireless technologies and data solutions and LT Mobile Communication Co., Ltd (LT Mobile), today announced that they have entered into a CDMA subscriber unit license agreement. Under the terms of the royalty bearing agreement, Qualcomm has granted LT Mobile a worldwide patent license to develop, manufacture and sell subscriber units implementing the CDMA2000® standard. The royalties payable by LT Mobile are at Qualcomm's standard worldwide rates.“Qualcomm is pleased to include LT Mobile, a Chinese company, as a licensee of its patent portfolio,” said Derek Aberle, executive vice president and president of Qualcomm Technology Licensing. “Licensing advanced wireless technologies promotes the success of our partners and enriches the lives of consumers globally. This agreement will enable LT Mobile to extend the benefits of high-speed, low-cost wireless products to its customers in China and worldwide.”“This agreement with Qualcomm provides LT Mobile (and its wholly owned subsidiary Shenzhen Tinno Mobile Technology Co., Ltd.) with the opportunity to expand into the CDMA2000 market and to offer our customers a more complete portfolio of products and services,” said Tony Lin, president of LT Mobile. “We are excited about the opportunities made available through the implementation of CDMA2000 in our products and are dedicated to continue developing innovative products to accommodate our customers' needs.”Shenzhen LT Mobile Communication Co., Ltd, founded in 2002, is a professional high-tech company specializing in manufacturing and marketing of CDMA, GSM , PHS and dual-mode mobile phones. It is one of the manufacturing companies that have obtained licenses issued by the National Development and Reform Commission of P.R.C. to produce both GSM/GPRS and CDMA handsets. There are approx. 260 engineers in its Shenzhen and Nanjing R&D centers, including Ph.D. and masters degree holders capable of conducting R&D throughout the development process, starting from mobile chipsets. LT has gotten in on the ground floor in the field of dual mode mobile phone, and has been called “No.1 dual GSM mobile phone manufacturer in the world”. X1 is the world's first dual GSM phone and has applied for dual Baseband & RF core technology inventive patent in 2007. Qualcomm Incorporated (Nasdaq: QCOM) is a leader in developing and delivering innovative digital wireless communications products and services based on CDMA and other advanced technologies. Headquartered in San Diego, Calif., Qualcomm is included in the S&P 100 Index, the S&P 500 Index and is a 2008 FORTUNE 500® company. For more information, please visit www.qualcomm.com.Except for the historical information contained herein, this news release contains forward-looking statements that are subject to risks and uncertainties, including the Company's ability to successfully design and have manufactured significant quantities of CDMA components on a timely and profitable basis, the extent and speed to which CDMA is deployed, change in economic conditions of the various markets the Company serves, as well as the other risks detailed from time to time in the Company's SEC reports, including the report on Form 10-K for the year ended September 28, 2008, and most recent Form 10-Q.

深圳天珑移动技术有限公司
http://www.tinnomobile.com
2008年7月：天珑移动入围中国移动有限公司集合采购大名单。
2008年9月：天珑移动获得中国双卡双通话手机专利。

Mediatek clinches Sharp GSM order, Will supply EDGE baseband chips

Taiwan-based Mediatek has inked a deal with Sharp for the manufacture of baseband chipsets used in Chinese EDGE based phones. Sharp reportedly chose Mediatek's EDGE-compatible design over Qualcomm International's 3.5G chipset for the SH6010C, which features a thin exterior and high-definition screen. The contract could help the company raise its profile in the US market by linking to mobile phone supply chains utilised by Samsung and Motorola. Indeed, Sharp mobile phones equipped with Mediatek's chipsets have already obtained approval from the Federal Communications Commission (FCC). As IT Examiner previously reported, BNP Paribas has forecasted high expectations for Mediatek's low-cost phones, which are set to hit the market in early 2009. The company shipped 84 million units during the third quarter of 2008, compared to 51 million units in the previous quarter. Mediatek's revenue is projected to be (TWD) 94.15 million this year ($2.86 million), TWD 111.75 million in 2009 ($3.4 million) and TWD 130.75 million ($3,984,580 million) in 2010. It should also be noted that China's Ministry of Industry and Information Technology recently issued the country's first 3G telecom licences. Dozens of Taiwanese telecom carriers and equipment suppliers have queued to form partnerships with mainland companies in a desperate rush to participate in the lucrative market. In addition, Taiwan's Ministry of Economic Affairs has invited numerous Chinese companies to visit the island for talks, including China Mobile, China Telecom, China Unicom, Datang Telecom Technology, ZTE and Huawei Technologies. Official Chinese statistics indicate that telecom revenue reached a staggering 2.04 trillion yuan (US$304 billion) during the first 11 months of 2008, currently accounting for up to seven per cent of the nation's gross domestic product (GDP).The launch of China's new 3G service could help bolster the country's slowing mobile phone sales. According to ITIS, Chinese mobile phone shipments reached a volume of 175.2 million units in the third quarter of 2008, representing 6.2 per cent sequential growth and 4.3 per cent year-on-year growth. The industry's rate of expansion peaked in 2006 and has now slowed to mid-single digits.

Texas Instruments tallies and cuts

by Angela Gunn
January 26, 2009, 8:23 PM
Texas Instruments on Monday delivered a quarterly report showing a drop in quarterly profits -- but it's not as bad as some were expecting. The nation's second-largest chipmaker also announced plans to cut 12% of its workforce over the next two quarters, and said that factory utilization is expected to dip to 35% during the current quarter.
The cuts are expected to include both layoffs (1800 people) and voluntary retirements (1600 people, or so the company hopes). The firm estimated on its earnings call that the effort will cost around $300 million in severance and related expenses.
TI is, among other things, saddled with winding down its once-lucrative merchant chipset business. (Those chipsets were once widely used by mobile-phone manufacturers, especially Nokia; these days, phone manufacturers generally use multiple supply sources for those basic chips, and TI would prefer to offer more sophisticated OMAP applications processors for smartphones.) During their last quarterly call TI said they were attempting to sell off that division of the company; they've given up and are now treating it as "end-of-life" technology.
And now? Company executives, who like the rest of us have been watching the plummeting sales reports from mobile-phone manufacturers such as Nokia (TI's biggest customer), aren't making any long-term predictions at this point. The earnings report states baldly that the company is "not counting on a near-term economic rebound for improvement."
For the quarter just ended, TI reported revenue of $2.49 billion and net income of $107 million, which works out to earnings per share of eight cents. That's lower than the company's previous prediction of 10 cents/share, but better than the market expected to see, so in after-hours trading the company's stock actually rose 75 cents, or a bit over 5 percent, in after-hours trading.

China's handset market expansion continues in 2009

Mobile Phones in China
China's domestic wireless phone market is set to maintain its growth in 2009, with a 7.7 percent increase for the year

EL SEGUNDO, USA: Defying an expected 10.7 percent decline in global mobile handset shipments, China's domestic wireless phone market is set to maintain its growth in 2009, with a 7.7 percent increase for the year, according to iSuppli Corp.
iSuppli forecasts the domestic handset market will reach 239.1 million units in 2009, up 7.7 percent from 222.1 million in 2008.
"China's three wireless operators are attracting new subscribers by reducing service fees. This will greatly contribute to demand from first-time buyers," said Kevin Wang, senior manager of China research at iSuppli. "New subscribers are expected to exceed 90 million in 2009. Furthermore, more existing mobile users will be subscribe to a second number. Beyond that, the government's broadened subsidy policy for consumer electronics purchases will stimulate demand in rural areas."
The figure presents iSuppli's forecast of domestic mobile handset shipments by technology, including gray-market products.
Domestic authorized handset market shipments surpassed 180 million units in 2008. Meanwhile, the domestic gray market decreased to about 40 million units in 2008, down from more than 50 million units in 2007. A number of gray market suppliers became authorized brand-name companies. Their business grew dramatically in tier-three and tier-four urban and rural markets.
Foreign handset OEMs occupied 56 percent of China's handset market for 2008. Nokia was the largest handset supplier in China in 2008 with a 37 percent market share. At the same time, Samsung expanded its share of handset shipments.
Tianyu will continue to be the leading Chinese brand in terms of domestic shipments.
3G arrives at lastThere is no doubt that the Chinese government finally will issue 3G licenses in 2009. However, domestic 3G handset shipments will not increase dramatically during the year.
The total domestic 3G handset market is expected to reach 8 million units in 2009. Low-cost multimedia GSM and ultra-low-cost CDMA handsets should be among the best-selling products of 2009. However, smart phones and handsets supporting 3G and the China Mobile Multimedia Broadcasting (CMMB) standard also will represent high-growth segments.
In term of total unit shipments, Huawei and ZTE are likely to be the leaders in China's 3G handset market.
Both were anticipated to ship more than 30 million units in 2008. Moreover, Huawei is now the largest 3G data card supplier in the world. At the time this was written, Chinese handset manufacturers collectively were projected to ship more than 300 million handsets by the end of 2008. iSuppli forecasts that Chinese handset manufacturers will ship more than 360 million units in 2009 driven by both domestic and export markets.©CIOL Bureau

国产手机上市公司几乎全线预亏 供需矛盾突出

时间：2009年01月23日 10:17:12 中财网
　　金融海啸席卷下,国产手机的冬天看来要变得更加漫长了。近日,ST科健(000035.SZ)发布2008年全年预亏公告,加上此前已经发出预亏公告的波导股份(600130.SH)、*ST夏新(600057.SH),几乎全线国产手机上市公司2008年都将交出亏损的成绩单。 　　手机业务一片惨淡　　ST科健本来在2008年前三季度曾报出了赢利1.04亿元的好成绩,但是在金融海啸影响下,其主要盈利单元---控股35%的三星科健在2008年第四季度的业务也出现了大幅下滑,初步估计将亏损2.524亿元,这使得前三季度的所有获利成果都付诸流水。ST科健预亏公告称,目前初步估计上市公司全年的亏损约为1000万元。　　和ST科健还有一个会生蛋的金鸡相比,完全依靠自身的波导股份和*ST夏新相比情况就显得更糟。此前,波导股份发布的2008年预亏公告称,在2007年亏损逾5.9亿元之后,预计2008年维持亏损局面,而"国内市场竞争激烈导致国内销售规模下降"是亏损的主要原因。*ST夏新发布的2008年年度业绩预告及暂停上市风险提示性公告则显示,其2008年1-9月归属于上市公司股东的净利润为-4.65亿元之多,估计全年业绩也将亏损。　　就连早已退出自主品牌手机业务,专心为摩托罗拉代工的东方通信也因为行业环境恶化,旗下专职代工的杭州东信移动电话有限公司的代工量大幅减少,导致净利润大幅下滑,并且有全年告亏的可能。　　供需矛盾日益突出　　其实从2005年开始,国产手机上市公司的业绩表现就呈现出滑坡势头,到2007年,波导、夏新、科健等都出现了史上最大幅度的亏损。究其原因,资金链管理不善、渠道成本控制欠佳、产品技术竞争力薄弱都扮演着颇为重要的角色。但是更加重要的一点,也是各大上市公司在年报中反复强调的一点,就是山寨手机在市场的横行,大大压缩正规国产手机的生存空间和利润空间。　　由于山寨手机的日益扩张,国内手机市场从2006年就开始出现供需失衡的状况,供给远远大于需求。统计数据显示,到2008年上半年,内地手机产能已经达到了约2.79亿部,但同期手机市场仅售出9640.3万部,供过于求的形势更加严峻。2006年中开始,山寨手机大面积出动,用超低价战略又将本来正规国产手机寄予厚望的四、五线城市和乡村市场占据。深圳战国策分析师杨群分析指出,近几年来渠道商侵占手机厂商利润的现象也十分突出。没有山寨机无售后、无税收的超低成本竞争力,正规手机厂商除了长虹、天语、金立等新晋厂商外,盈利能力的下滑十分严重,毛利率甚至跌到了10%以下,这也是造成国产手机上市公司近几年连年大亏的重要原因。
□ .程.鹏　 .南.方.日.报

Movidia launches multimedia processor MA1110 for mobile phones

The MA1110 enables in-phone video post-production in real time on power conscious mobile devices.Movidia will demonstrate the MA1110 at Mobile World Congress in Barcelona Spain on February 16-19 2009. Customer samples of MA1110 will be available in summer 2009 with mass production to commence later in 2009.Movidia's MA1110 allows the multimedia processor to perform video-editing tasks such as real-time image stabilization, super resolution zoom, slow motion and color matching. Movidia's MA1110 also supports high resolutions of all standard audio and video codecs and APIs to ensure compatibility with a wide range of content, according to Movidia.
Photo: Company, Jan 22, 2009

Top 10 Wireless Stories of 2008(Gerson Lehrman Group)

Analysis: Story 10: Femtocell strategies are pursued. AT&T’s and Verizon’s pursuit of a femtocell strategy is good news for an important technology implementation. The need to drive intelligence down as close to the user as possible right into the cell and sector is paramount to ensuring multimedia and Internet services can be sold and used.Story 9: LTE is actively pursued by Verizon and AT&T. LTE got a big boost from these two carriers. Thanks to the participation of these two very deep pocketed carriers, vendors are able to pursue LTE standards and technology development without having to hype the idea to the financial community and their own shareholders. I have lost count of the number of times a vendor had to convince a carrier an idea was hot or Wall Street an idea was a money maker. Vendors were handed a “get out of jail free” card thanks to Verizon and AT&T. Look out for Huawei and ZTE because they are huge LTE supporters and I am guessing they are pressuring American carriers to buy LTE now.Story 8: Apple’s iPhone created such a stir in the handset community that now vendors like Nokia and LG utilize touch user interface technology, high resolution color displays and smartphone technology. Thanks to Apple, the other vendors did not have to spend an inordinate amount of time explaining any of this to their shareholders. Heck, even RIM got into the act with touch user interface technology. I have always believed that the best business is FEAR of losing. Once Apple announced it was going 3G, well that certainly got every vendor’s attention. I just love competition; it spurs innovation. If Nokia wants to stay the world’s biggest seller of mobile handsets; about 37 Million units a month, they better come up with something to compete with the iPhone.Story 7: Introduced in late 2007 and wildly promoted in 2008, Google’s Android platform has given hope to those who support open platforms. Unfortunately for Google, Android did not catch the attention of Wall Street the way the iPhone did. Unfortunately for those who support open platforms, Google’s platform has been criticized for not being that open. However, I would not worry about Google because Wall Street is looking for any exciting news or news that it can make exciting so Google will get some help by analysts in 2009. Further, all of the criticism from open platform supporters plus the recession may actually get Google to pay attention. Why did it make my list for 2008? The answer is simple it got the attention of most of the major technology players and ignored by Verizon. Verizon chose LiMo and was the only major U.S. carrier to ignore Android. Android created quite a stir and then suddenly dropped off the face of the Earth. Verizon saying no to Android also created a big stir as well. Verizon is still ignoring the iPhone.In 2008, Google launched their new web browser called Google Chrome. It kind of snuck in there with all of the bad news about the recession. What is important about this event is that Google has tended to more right than wrong. Next, the web browsing business is not what it used to be; exciting and quite frankly now requires you to have a mobile strategy.Google Chrome is part of larger effort for Google to become the dominant force behind content management. Keep an eye this company because Google Chrome has the potential to turn the world on its ears; quietly. Expect a mobile version for sure and expect it tied to Android. Android will be kind of pointless for Google if Google does not tie Chrome to Android – you have to generate synergies between your products. Story 6: Alcatel-Lucent says goodbye to Pat Russo and a sad realization. This giant of a telecom technology company changed leadership in mid-2008 without a lot of fanfare but a lot of relief. Pat Russo was a CEO who did a monumental job restructuring Lucent twice. Russo proved CEOs that restructure companies need to leave after a merger; CEO burn-out is not a myth. Alcatel-Lucent a combination of France’s premier telecom technology company and the United States once-premier telecom technology company handled the recent leadership transition somewhat smoothly now they have to fix the company in the midst of a global recession. This is a company to keep an eye open for. Two countries have too much vested in this giant for it to fail.The sad realization I mentioned earlier was the United States’ loss of leadership in telecom technology development. With the sale of Lucent to Alcatel, the United States allowed its premiere manufacturer and telecom technology developer to be sold off to the French. We even sold off our nation’s telecom think tank along with Lucent. Bell Labs has done nothing significant in the last two years. Even if Alcatel-Lucent is successful in its restructuring efforts, what is there left for the United States?Story 5: Sprint’s roller coaster restructuring activities for 2008, including the new Clearwire. Sprint hints at selling Nextel and then changes its mind. Then it closes the deal with Clearwire. Hesse makes management changes. Then WHAMMO!!! everyone realizes we are in a recession, now everyone is scrambling to figure out what will happen to the company now. I love the excitement and challenge of an operational restructuring. Financial restructurings (the typical ones) are about throwing money at a problem and buying your way out of a bad deal. Operational restructurings are about hunkering down and getting the problem fixed. Operational restructurings require real knowledge of the company and business; besides they are more exciting. However, the biggest news for Sprint was its continued support of WiMAX. This was a huge shout for support for a wireless technology many are seeing as 4G, which I can be included as one of those voices.Then there is the new Clearwire. The old Clearwire is replaced with the new Clearwire, but now the company can count its investors to include the old Clearwire, Sprint, Comcast, Time Warner, Intel, Google, and Bright House Networks. Not exactly a shabby group of companies but certainly a group of companies motivated to get into wireless. This joint venture was quite a coup, no matter what you think of WiMAX. The venture gave WiMAX a major boost. The real challenge now is getting this joint venture functioning. This group has committed to invest over $3 Billion into this company. With this much money and talent, there are no excuses for failure. Thank goodness Ben Wolff is running the show; Hesse has his hands full with fixing Sprint.Story 4: The collapse of Yahoo. This is not a good story for investors. However, the collapse of Yahoo should become a business case study for corporate executives and investors in how not to believe in your own hype, not under estimating the other guy, not over estimating your own value, not forgetting the shareholders, not getting greedy, and knowing your company’s actual value. Yahoo a disappointment to investors. Yahoo a broken company that is ripe for a 2009 takeover at a fraction of the price Microsoft was willing to pay for it. Maybe Microsoft can use Yahoo in its browser deal with Verizon Wireless.Story 3: Qualcomm versus everyone else. It should not matter whether you support Qualcomm or not. This company’s year long stories of winning and losing patent infringement suits has been a quiet disaster for valuing intellectual property portfolios, raising money for technology companies, and establishing corporate valuations for technology companies. Recession aside, Qualcomm’s losses have impacted all technology companies. Investors are getting smarter and asking questions like: Has the patent been granted? What country has the patent been granted? Is this a provisional patent? What other patents have been referenced in the claims?Qualcomm’s battles go right to the very heart of how technology companies establish and create value. Technology companies have always promoted their intellectual property portfolios as part of the value of the company. Patent portfolios establish clear lines of ownership and value for a technology company. When such ownership is unclear so is the value the portfolio has for the company.However, in the last couple of years, especially the first half of 2008, we saw major victories and settlements all involving Qualcomm versus some other company. Qualcomm turned patent portfolio valuation into a science and art. The patent portfolio became an integral part of establishing corporate valuation. Qualcomm knows how to take 100 patents and build a business. Qualcomm’s losses have had an impact on how startup technology companies will raise money and establish value. The recession has just made the situation even worse. Owning a patent will not mean a thing unless the patent has been challenged and defended in court – and that is a tragedy. Technology investors will no longer view a granted patent as a sign for market dominance or market leadership unless the patent has been challenged in court. With this recession, the patent infringement lawsuits will probably grow. Patents being filed today are mostly about incremental improvements/changes in the way a technology is implemented. It has become increasingly difficult for patent filers to define their unique invention(s) and given the increasing frequency of patent challenges, it is also becoming difficult for patent examiners to define those inventions. I am not blaming anyone. It is what it is. This is going to become a cancer to technology companies seeking investment dollars.After the recession ends next year, technology companies are going to have a rough road ahead raising money from now on. Corporate valuations for technology companies will get less help from their own patent portfolios.Story 2: The downfall of the last American telecom giant, Motorola. This year saw the collapse of a giant. Motorola the wireless technology company of all wireless technology companies cratered in 2008. I grew up in a world where wireless was synonymous with Motorola and this is why the downfall of Motorola is my Number 1. Motorola was key to creating the wireless technology we enjoy today. Unfortunately, Motorola did not change fast enough with the times and has been spiraling out of control for the last 4 years.Even with two co-CEO’s – Greg Brown and Sanjay Jha; running Motorola is tough. Jha is running the mobile devices division. Brown has the rest of the company. Frankly I don’t know how you can run a company with two minds. Further, just when you thought things may actually turnaround for this company; wham we get hit with the worse recession in decades. Before the recession, the company seemed to have a plan on how to resurrect itself. Part of its plan was to divest itself of its money losing handset unit. Then the recession came along and killed off that idea.This company cannot get a break. There has not been an exciting product out of Motorola’s doors since the original RAZR. The RAZR was the handset design that set off the race on innovative handset designs. The RAZR caused a paradigm shift in the way the industry viewed the handset; the handset was now a fashion accessory.This company is in trouble and needs a serious contract win. Let us hope China is a haven of opportunity for this American company. Story 1: The rise of Chinese telecom giants Huawei and ZTE. Huawei and ZTE are the next 8,000 pound technology gorillas in the telecom technology business. Both companies, cover the gamut of telecom both wireless and landline technology products and solutions. They are global equipment suppliers and are giving the likes of Nortel, Ericsson, Siemens, Alcatel-Lucent, etc., a run for their money; need I say more. An advantage both companies have over the other technology players is the fact that China is a huge trading partner of Africa. Africa is untapped territory for most of the major telecom technology companies. I predict both companies will be major forces in LTE and even WiMAX

2009 mobile trends

1) The impact of the crisis will increase polarization of the mobile market but regulation issues will be at least as important if not more

- The net result will be a greater polarization of the market between early adopters / innovators and the mass-market.
- Operators are fearing regulation issues much more than they fear limited consumer spend.

2) Acceleration of existing disruption forces, in favor of new entrants.

- Big online players and e-commerce one willing to enter the mobile space.
- Expect lots of improvement in mobile merchandizing and expect a bunch of operators to launch widgets and equivalent of application stores.
- Online/web developers are only really starting to be interested in the mobile space and this will change the pace of innovation and the quality of execution.
- The device landscape will be extremely fragmented and that creating a compelling user-experience will remain a challenge.

3) Web/mobile convergence will really start emerging but despite growing revenues, mobile advertising will still remain in a transition/education phase.

-Web developers are joining the dance and this will lead to a constant flow of innovation around widgets, mobile social computing, IM, VoIP, RSS feeds and the whole 2.0 ecosystem.
-Another key trend will be the integration of location into services.

Struggling mobile manufacturer

Motorola to cut 50% of handset workforce
By Nick Wood , Total Telecom
13 January 2009
Vendor plans to launch just 12 devices in 2009, according to media reports; will focus on Android-based smartphones.
Motorola this week will announce a large round of job cuts at its struggling mobile devices division that could amount to 50% of its workforce.
According to a report by Phone Scoop, the handset maker plans to release just 12 new mobile phones per year going forward, and its only smartphones will use Google's Android platform. The report also cited a source familiar with the situation as saying that Motorola will not hire a booth at the CTIA wireless trade show in Las Vegas in April. However, the event's Website on Tuesday still listed the company as an exhibitor. Motorola declined to comment on the report. However, the vendor's co-CEO Greg Brown said in October that he planned to cut another 3,000 jobs, which would drive savings of around $800 million in 2009. Motorola has cut more than 10,000 positions since January 2007. The company had aimed to spin off its mobile division by the third quarter of 2009, but its plans were put on hold by the unit's CEO Sanjay Jha in October. Jha, who was poached from Qualcomm in August, was reported at the time to have said that Motorola's problems were bigger than he first thought, that the company used too many software platforms, and that more aggressive steps to streamline the handset division were needed. Meanwhile, Motorola unveiled only a limited line-up of new devices at last week's Consumer Electronics Show in Las Vegas. According to Dow Jones Newswires, the vendor may only have a small range of new products available in the first half of the year.

中国发3G牌照 能拉动电信投资

中国政府正式为三家电信运营商发放第三代移动通信(3G)牌照。分析人士说，此举的目的不仅在于加速中国信息产业的升级，同时也是中国政府经济刺激方案的重要步骤。
中国工业和信息化部为中国最大的三家电信运营商分别颁发了第三代移动通信(3G)牌照。
正如业界最近几个月来的普遍预期，占中国无线通信市场份额近四分之三的中国移动通信集团公司(China Mobile)获得了中国自主研发的TD-SCDMA业务经营许可；中国电信集团公司(China Telecom)以及中国联合网络通信集团公司(China Unicom)分别获得了美国研发的CDMA2000标准以及欧洲研发和WCDMA标准的业务经营许可。
俗称3G的第三代移动通信标准和第二代相比，最主要的区别在于通信信道容量的大幅度增加。在3G标准下，手机数据传输速度将比现有网络提升几十倍以上。这意味着手机用户下载网页、音频、视频的速度将大大加快。
手机超级大国
目前，中国手机用户已经超过6亿3千万人，移动通信网络规模和用户都居于世界首位。中国工业和信息化部的数据显示，2008年前11个月，中国电信业务总量累计完成超过两万零460亿元人民币，同比增长百分之21点7。电信产业目前占中国GDP比重已经增加到百分之7左右。
扩大投资需求
华盛顿智库国际与战略研究中心技术和公共政策项目主任詹姆斯·路易斯(James Lewis)说，3G牌照的正式发放不仅将对中国电信业的升级换代产生深远影响，同时也将进一步扩大中国国内的投资需求，为产业供应链上的设备制造商以及增值服务提供商创造扩张机会。他说：
“全球经济处于衰退，很多国家都在寻找刺激经济的办法。把钱花在信息产业升级是个很流行的做法。很多国家都在这么做。就中国的情况而言，向3G升级的决定是非常合理的。中国市场和手机用户现在对于3G网络的需求很大，这是电信技术发展的最新趋势。”
中国工业和信息化部长李毅中说，按照电信企业各自的发展规划，2009年和2010年中国预计完成3G直接投资2800亿元人民币。
中国媒体援引业内分析人士报导说，中国在2008年经历的雪灾、地震、奥运等一系列事件都在不同程度上刺激了电信运营商的建网速度。新年伊始推出的3G投资将有助于形成一条包括3G网络建设、终端设备制造、运营服务、信息服务在内的通信产业链。除了政府预计的直接投资外，3G升级有望在未来三年内拉动近两万亿元社会投资。
外商受益
里昂证券亚州电信业研究主管郑名凯对财经媒体彭博新闻社表示，包括爱利信在内的国外无线通讯设备提供商将成为中国电信产业升级的最大受益者。郑名凯估计，中国移动和中国联通将各自投资一千亿元人民币用于网络升级，中国电信将投资 800亿元。全球最大的无线设备制造商爱利信的首席执行官卡尔-亨利克·斯万伯格去年年底表示，由于中国政府即将推出3G升级计划，爱利信预计2009年在中国市场的销售业绩将有不俗表现。
三种标准角逐
行业数字显示，截至2008年1月，全球总共发放3G牌照超过210张。其中，W-CDMA的用户数量发展速度大大超过CDMA2000等其他主要标准。不过，在全球超过6亿人的3G用户当中，CDMA2000用户超过了三分之二。在包括美国、欧洲、日本等主要电信市场普遍采用这两种标准的同时，中国政府把国内自主研发的TD-SCDMA业务经营许可颁发给目前全球市值最大的电信企业中国移动。
福布斯杂志的分析文章指出，和主导全球的W-CDMA制式相比，TD-SCDMA在安装和维护方面将更加昂贵。该杂志因此认为，中国移动在采用TD-SCDMA标准过程中承受的额外负担将有助于优化中国国内电信产业的竞争结构。
民族主义和国家安全
不过，华盛顿智库国际与战略研究中心技术和公共政策项目主任路易斯(James Lewis)对于中国政府的升级3G的产业布局做出不同解读。他说：
“中国的信息产业政策始终带有一种民族主义成分。其主要目的是保护中国自主研发的知识产权不受国外竞争的冲击。所以，3G牌照以这种形式发放并不奇怪。此外，由于TD-SCDMA是北京唯一完全掌控的3G标准，因此这个决定也有国家安全的考虑。”
中国移动发表声明说，3G牌照发放后，中国具有核心知识产权的TD-SCDMA的发展将进入一个新的阶段。中国移动表示，已经在2008年末完成了TD-SCDMA与2G网的融合工程。
用户激增还是考验重重?
麦格里集团驻香港的亚太地区电信市场研究主管蒂姆·斯马特预计，按照中国政府目前的构想，中国的3G用户将在未来三年内激增至一亿零三百万人。
不过，国际与战略研究中心技术和公共政策项目主任路易斯指出，尽管中国无线通讯网络升级已经正式启动，但和美国、欧洲、日本、澳大利亚等市场相比，3G技术在中国发展还面临时间、政策以及消费者信心等多重考验。尤其是受到经济减速的影响，中国今年的电信行业从整体上看增速将比2008年放慢。