China has been a textbook case of how the government did just enough intervention to increase penetration, but the reality is that it isn't going to work for all countries in the same way. Culture always plays a role and you can't necessarily take what worked in one market and automatically make it work somewhere else. |
China is a high-maintenance market. It is highly regulated, highly sensitive and difficult to manage from 15 hours' time difference away. |
China Mobile could change the terms of the deal, |
China Mobile is actually 31 provinces, and each province has its autonomy and capital expenditures. Often they'll promote their own local brands at the expense of national brands they should be promoting. |
In the run-up to the Communist Party Congress later this year, inevitably there is always a period of tightening. It's almost like the weather -- it's seasonal. |
It's a question of bureaucratic politics. |
It's been a great education. These effects aren't going to go away. |
It's been a political football since its inception in 1995 when the first trial CDMA networks were put into place, ... There have been a lot of delays with restructuring and politics. Look at Qualcomm's stock price -- it's a yo-yo of U.S.-China relationships. |
It's been a political football since its inception in 1995 when the first trial CDMA networks were put into place. There have been a lot of delays with restructuring and politics. Look at Qualcomm's stock price -- it's a yo-yo of U.S.-China relationships. |
National benefited not only from lower labor costs but also because it is now closer to where many of the world's mobile phones are made these days, and that is China. Roughly half of the world's research and development, and production of the world's handsets, are in China these days. |
National benefited not only from lower labor costs, but also because it is now closer to where many of the world's mobile phones are made these days, and that is China. Roughly half of the world's research and development, and production of the world's handsets, are in China these days. |
Right now, they give about 85 percent of value-added content revenues to the portals. They could try to change that deal. |
Taking names down will not only increase AEPU/Operating Expenses, but could also potentially eliminate a large number of customers -- who like the convenience of anonymous SIM cards for whatever reason. |
The contract brings in everybody, domestic Chinese and Korean. It's more of a political gesture to share the wealth, and throw a bone to the U.S.. |
The government needs the help of industry. But the reality is companies will balance that against their own commercial interest in a very competitive market. |