Indeed, very good news. But, in this article, Tony Dennis “ironically” writes- “ Ironically the biggest loser in this could be Qualcomm. (from Huawei wins)“ . Perhaps Mr. Dennis does not fully understand QCOM / CDMA when he states “But if W-CDMA gets accepted, why have three 3G standards when you could have just two? Bye, bye CDMA2000 from the running in China then?”
It’s my understanding that the Q wins big time from Huawei’s efforts.-
1. Spreads CDMA at reasonable prices in developing countries the world over generating 7.5% royalty to the Q on all resulting handset sales, which no doubt are also equipped with Q’s chipsets.
2. China Unicom would be foolish to abandon its CDMA network after spending billions to deploy such. Further, on many occasions Unicom has stated their intent to migrate their GSM subs to 3G CDMA for high speed data services.
3. According to Qualcomm, all 3G Based CDMA standards (including TDS- CDMA) require Q IPR. In fact in a recent presentation (London Day ?) that stated that Seimens (and 25 ? other licensees) license also includes TDS-CDMA..
Snips >>>>
Ironically the biggest loser in this could be Qualcomm. Once Huawei proves itself a capable supplier of W-CDMA technology thanks to the Telfort contract, then W-CDMA won't be viewed so much as a 'foreign' offering in Huawei's home market - China. Although Huawei has helped to push China's own version of 3G - TD-SCDMA - the Chinese 3G market has always looked like a three horse race for 3G licences. But if W-CDMA gets accepted, why have three 3G standards when you could have just two? Bye, bye CDMA2000 from the running in China then?
Warning shot for infrastructure providers By Tony Dennis: Saturday 11 December 2004, 10:09 WHAT FORMERLY RESEMBLED a gentleman's club of suppliers, for mobile network infrastructure, has been penetrated by China's Huawei Technologies. The company has just won a significant contract from the Dutch operator, Telfort. A European first. The value of the contract has been variously estimated as being worth between $250 million and $550 million. But that's hardly the point. It means that operators can now source their 3G network infrastructure from a cost competitive supplier. Previously only an elite group of vendors - such as Ericsson, Siemens, Nokia, Alcatel, Motorola, Lucent and Nortel - were viewed as having such a capability. And they weren't exactly cheap.
Ironically the biggest loser in this could be Qualcomm. Once Huawei proves itself a capable supplier of W-CDMA technology thanks to the Telfort contract, then W-CDMA won't be viewed so much as a 'foreign' offering in Huawei's home market - China. Although Huawei has helped to push China's own version of 3G - TD-SCDMA - the Chinese 3G market has always looked like a three horse race for 3G licences. But if W-CDMA gets accepted, why have three 3G standards when you could have just two? Bye, bye CDMA2000 from the running in China then? µ
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