China Mobile’s TD-LTE Technology Expanding Fast, Where To Invest [Seeking Alpha]

China Mobile Ltd. (CHL), ranking as the largest mobile carrier in the world with over 722 million subscribers, had spent two years laying the groundwork for implementing TD-LTE, a 4G mobile phone standard developed by China Mobile for nationwide use. On January 23, 2013, China Mobile had revealed the company’s 2013 TD-LTE terminal development strategy. “We plan to adopt multi-mode, multi-band terminals, with basic terminals supporting 5 modes and 10 spectrum bands, and ideally supporting 5 modes and 12 bands. By 2014, we will require that terminals support Band 41,” explained Wang Hengjiang, director of the products division of China Mobile Terminal. China’s Ministry of Industry and Information Technology, MIIT, had recently allocated Band 41 (2500MHz – 2690MHz) for TD-LTE usage.

Schedule for TD-LTE Products and Handsets

For TD-LTE products, China Mobile will develop its customer-premises equipment and data card offering through a focus on Mi-Fi mobile hotspots. China Mobile will begin “friendly user” trials of LTE Mi-Fi and other related products in the first half of 2013. Mi-Fi trial products will be distributed in Q1 2013, and the service is expected to mature enough in Q2 2013 to begin commercial trial preparations. For TD-LTE mobile handset products, China Mobile will launch “friendly user” LTE handset trials in the second half of 2013. TD-LTE handsets will be distributed in Q3 2013, and a commercial trial will be prepared in Q4 2013.

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