Smaller rivals China Unicom and China Telecom operate on 3G mobile technology platforms that are widely used globally, which give them access to more popular smartphones. The two companies have sold Apple's iPhones for several years but China Mobile only started offering them with the roll-out of its new 4G network in January.
其规模较小的竞争对手中国联通和中国电信采用了全球普遍使用的3G移动技术,这两家公司因此能够与更受欢迎的智能手机厂家合作。两家公司已经销售苹果iPhone数年,而中国移动在今年1月份推出其4G网络后才开始销售iPhone。
The new joint venture could undermine China Mobile's first-mover advantage in 4G services, analysts said.
分析师称,新合资企业可能削弱中国移动在4G服务上的先发优势。
'If all tower assets in China are transferred to this new company, it will help China Telecom and China Unicom to accelerate their 4G network rollout, 'said Leping Huang, an analyst at Nomura.
野村(Nomura)分析师Leping Huang表示,如果中国全部通信铁塔资产均转移至这家新公司名下,那么受此推动中国电信和中国联通推出4G业务的速度可能加快。
The number of telecom towers that China Telecom and China Unicom own is only equivalent to 28% and 46% of the towers that China Mobile owns, according to Nomura's estimate.
据野村估算,中国电信和中国联通目前拥有的通信铁塔数仅相当于中国移动通信铁塔数的28%和46%。
Analysts said an independent telecom tower company is a common business model in some countries like the U.S, India and Indonesia. A tower company typically will purchase or lease land, build telecom towers and lease the space in the tower to telecom operators. Telecom operators will use the space to install base station equipment they purchase from equipment vendors.
分析师称,在美国、印度和印度尼西亚等国,独立的通信铁塔公司是一种常见商业模式。通信铁塔公司通常会购买或租用土地,搭建通信铁塔并将通信铁塔内的空间出租给电信运营商。运营商将利用这些空间安装从设备供应商那里购买的基站设备。
China didn't have an independent tower company in the past.
中国过去没有独立的通信铁塔公司。
As part of the government's continued effort to promote competition, China Mobile has already suffered from lower interconnection fees that smaller rivals pay for calls to the company's network, beginning this year. Analysts said the savings from the interconnection policy will help fund China Unicom and China Telecom's network upgrade and marketing efforts to further increase its mobile users this year.
中国政府一直在努力促进竞争,其中一项举措便是从今年开始下调中联通和中电信向中国移动支付的网间结算费用。分析师称,中国联通和中国电信将利用这一政策所节省的费用升级网络、加强营销,以便今年进一步增加手机用户数量。
本文关键字: 运营商合建基站公司
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