EJL Wireless Research has just released its mobile subscriber and mobile terminal (handsets and data cards) forecast for TD-SCDMA technology. The company is predicting that TD-SCDMA subscribers in China will reach 12 million by 2012 and that overall mobile terminal shipments will equal 11.5 million units by 2012.
A complete analysis of wireless base station infrastructure deployments, handset and data card tender results from China Mobile as well as the current semiconductor chipset landscape is presented in this report.
“ZTE secured 27 percent of total TD-SCDMA handsets awards while Guangzhou New Postcom has captured 23 percent of handsets for 2008. Non-domestic Chinese handset suppliers have won only 13 percent of total handset awards and 0 percent of data card awards. Chinese equipment giant Huawei Technologies has only won less than 1 percent of total handset unit volumes so far,” said founder and president, Earl Lum.
“With a new tender for infrastructure base station equipment expected in Q3 from China Mobile, we believe that both ZTE and Alcatel-Datang will again be awarded the largest market shares for this tender,” said Lum.