March 20th, 2008
1. Plan your meetings so you don’t zip-zap across the city. If I have just swap one meeting, I would save so much time.
2. Hipihi is preparing for their launch. Good luck!
3. 官联 pervasive and important in Beijing.
4. The restructuring of China telecommunication market is well-underway. By the end of the year, we will see remaining 3 operators: China Mobile, China Telecom and China Unicom. China Mobile may become the largest fixed-mobile operate.
5. Related to (4) is the 3 new 3G licenses. But it seem unlikely it will happen in 2008. They longer they wait, the better it is for TD-SCDMA – more time to get ready for them.
6. There is no doubt TD-SCDMA will be mandated; The only question left is whether WCDMA and CDMA2000 is allowed.
7. To verify the following history of Xinwei:
– Xinwei SCDMA v3 => 大灵通
– A group from Xinwei doing SCDMA v3 split off to Datang to form the group that did TD-SCDMA.
– SCDMA v4 aka MC-CDMA => Navini
– SCDMA v5 aka CS-OFDMA => claim to be able to do 4.8bits/Hz
8. CS-OFDMA is not to be confused with OFDMA. It is not compatible. CS-OFDMA claims it is able to do 4.8bits/Hz! The technology seem sound tho based on what Dr Xu explained to me.
9. Interesting story to Regulation 56.
Due to a scandal involved some popular personality in China, that leads to the news blackout on traditional media, that leads to the news being carried over Internet, that leads to Regulation 59 being issued in haste along the line “All Internet/Mobile TV must be owned or controlled by Government or shutdown”.
That leads to a panic among the youtube-clones and p2p TV in China that leads to a quiet “clarification” to Regulation 56 a month later that say “All existing operation may control. It will only be applied to the newcomer”.
So from a death sentence, the youtube-clones nows find themselves in a nice little bubble and not need to worry about any further competitions.