Nokia and the Standards Battle in China (NOK, CHL, CHU)

Link Here


A very insightful reading into the telco industry in China + its players.


Essentially you have Nikia and Qualcomm. China Mobile, China Unicom.


You have:
Ministry of Information Industries, or MII, the regulatory entity that oversees the telecommunications industry.

State Administration for Radio, Film, and Television, or SARFT

And two standards:
DVB-H or MediaFlo phones

or a local standard
Digital Multimedia Broadcast standard (DMB)


The article is mainly speculation, but a very interesting take!

Below is an excerpt:




The more visionary of those advertisers and agencies are taking a long, hard look at mobile TV (MoTV), China's increasingly mobile population, and the ability to get more and more meaningful viewer information and feedback through mobile. This, understandably, worries the folks in the TV business. Even if they wind up supplying the content to mobile TV, they're going to have to share their ad revenues with the carriers, and they'll at best be in a weakened position when it comes to setting their rates.

We're talking about potentially millions and eventually billions of RMB moving out of broadcast TV and into MoTV, more than enough to support the medium and to use China to make a global case for MoTV.