Ericsson (ERIC) fears that Europe could be shooting itself in the foot by failing to provide an environment that would spur the uptake of 5G technology.
Nokia (NOK) is supplying technology to enable China Unicom to improve the quality of its voice services and prepare its network for evolution to 5G technology.
Nokia (NOK) has ended its rumored efforts to buy Juniper Networks (JNPR). CNBC had reported that the two hardware behemoths were talking about a merger deal.
In the trailing-five-day period ending March 17, China Unicom’s shares rose by 11.3% after Credit Agricole’s upgrade from “outperform” to “buy” on March 9.
According to the National Bureau of Statistics of China, industrial production in China grew by 5.9% YoY (year-over-year) in December as compared to 6.2% in November 2015.
According to preliminary estimates of the National Bureau of Statistics of China, the Chinese economy grew by 6.8% YoY (year-over-year) in the fourth quarter of 2015.
According to the National Bureau of Statistics of China, the goods and services surplus rose to 60.1 billion in December as compared to $54.1 billion in November 2015.
According to the National Bureau of Statistics of China, industrial production in China rose 5.6% in October compared to 5.7% in September. The reading was below market expectations of 5.8%.
China’s FX reserves fell by $93.9 billion in August. According to China, whose currency is the yuan, it had $3.56 trillion in FX reserves at month’s end.
The growth in LTE penetration in China is a key driver for Apple. It should positively affect the company’s sales in China in the short, medium, and long term.
Historically, China has been an important market for Apple (AAPL). Apple gets ~16% of its revenues from Greater China. It’s the company’s third largest market.
Qualcomm’s improved EPS guidance is mainly because of the continued adoption of LTE technology by Chinese telecommunication providers such as China Mobile (CHL), China Telecom (CHA), and China Unicom (CHU).
China is an important market for Qualcomm because its earns ~50% of its revenues from China. According to a report from Gartner, year-over-year (or YoY) smartphone sales growth in China in 4Q13 was 86%. This is way higher than the worldwide smartphone sales growth of 36%.
The concept of selling subsidized smartphones in lieu of a two year contract is quite common in the U.S. However, this concept is new in the Chinese market. It seems that the Chinese government wants to stop the practice of smartphone subsidies.
Qualcomm earns about half of its revenues from China, making it an important market for the company. It depends heavily on the faster adoption of high-speed LTE technology in emerging markets such as China.
Although Chinese telecommunication companies such as China Mobile (CHL), China Telecom (CHA), and China Unicom (CHU) have started to roll out LTE technology aggressively, there’s a delay in signing license agreements with some mobile phone vendors in China.
China is in the middle of transitioning to the faster and more efficient 4G technology. This caused Samsung some problems in selling its older models based on 3G technology in the second quarter.
Although DRAM bit growth was flat in fiscal Q3 2014, Micron expects that the DRAM bit growth rate will range between 20% and 25% in calendar year 2015.
China’s telecom providers, China Mobile (CHL), China Unicom (CHU), and China Telecom (CHA), had started to sell the iPhone 5S at a subsidized price. However, it seems the Chinese government wants to nip this trend in the bud itself.
The quarter ending March 2014 saw Qualcomm’s revenue growth of only 4%, and the total revenue of $6.37 billion was lower than consensus estimates of $6.48 billion.
