On the one hand, some familiar faces such as Motorola, Nortel, Cisco and Hewlett-Packard, which have been active on this stage in previous years, have gradually and quietly receded; most of the participating vendors are also in line with the principle of "frugality and applicability", which means that there are not many advertisements in the sky, bustling performances and exquisite gifts.
On the other hand, the organizer of this year's show has changed for the first time from the government to the Association of Communications Enterprises, and the opening ceremony was not attended by leaders from the Ministry of Industry and Information Technology, and the national leaders' charter was canceled, which gave some vendors a feeling that the specifications had been reduced.
Whatever the case may be, the show is still the strongest "wind vane" in the ICT field. From the name of the show, which has been changed from "Communication Equipment Show" to "Communication Information Show", we can feel that the integration of communication and IT has been basically completed: the three major operators have set sail for "full-service" after the reorganization, and are now reorganizing their business operations.
The three major carriers, after reorganization, have set sail to "full-service" and are recreating the entire ICT ecosystem, which will give birth to many unimaginable business opportunities, among which China's TD-SCDMA (hereinafter referred to as "TD") will be the mainstay; and the IT powerhouses pouring in are also trying to change the original rules of the game.
Three protagonists lead the way
The three carriers, which are making their debut after the reorganization, are the three main protagonists at this year's event, which is a preview of the future competitive landscape. From the show floor, China Telecom and China Unicom's booths were juxtaposed opposite China Mobile and the TD Alliance, creating a two-on-one situation. Although all three carriers are performing "full-service", their focus is different.
China Telecom focused on showcasing its strong comprehensive information service capabilities and differentiated competitive advantages, focusing on the theme of "Serving Social Informatization, Enjoying a New Life with Information" and displaying comprehensive information services such as Business Navigator, My e-Home, Tianyi and Information Garden.
"Business Navigator" is a customer brand launched by China Telecom for all enterprise customers, and the Shanghai World Expo comprehensive service system, the party, government and military digital city management system, the insurance industry's remote loss determination system, and the logistics industry solutions are all on display. "My e-Home" simulates the design of a family living room, showing home security, home gateway and high-definition video entertainment from the entrance to the exit, creating a harmonious, safe and cozy family atmosphere. The "Information Garden" showcases the rural party members' distance education system and rural e-government system. "Tianyi" is an important customer brand for China Telecom's officially launched mobile business.
New China Unicom, which has been listed for just a week, emphasized its image as a "leading international broadband communications and information service provider," showcasing a more comprehensive and diverse range of services after the merger that cover a wide range of applications such as business, entertainment and lifestyle services. Because of the short notice, the new Unicom's booth was a simple merger of key businesses from China Netcom and China Unicom.
For small and medium-sized enterprises, the new Unicom displayed the former China Netcom's "God's Eye - Video Surveillance" and the former China Unicom's "Enterprise Edition Mobile Mailbox"; for consumers and home users, the new Unicom displayed the popular value-added cell phone services, including For consumers and home users, New Unicom displayed popular value-added services for mobile phones, such as "Mobile Music", "Handheld Stock Market", "Mobile Newspaper", and "Somatosensory Interactive Game", "In addition, Unicom displayed a number of 3G services based on the WSCDMA technology standard: cell phone video surveillance, 3G Internet access card with HSPA loaded on a laptop or PC, and a contactless IC card mobile wallet, and so on.
China Mobile, with the theme of "Cooperation and Future" and the overall image of the TD industry chain as the main body of the exhibition, joined hands with 42 TD industry enterprises*** to participate in the exhibition, in an attempt to further expand the social influence of TD.
China Mobile's booth was laid out in a petal-type layout, with the stamen area in the middle as the TD business experience center area, focusing on the display of mobile TV, video conferencing, high-speed Internet access, multimedia ringtones, POC, large-capacity SIM cards and other TD-based business experience; five petals represent the industry chain within the system equipment and ancillary equipment, chips, instruments and meters, terminals, and business applications of the five different links. of the industry chain.
In the telecom exhibition where operators play the leading role, the reporter also found that telecom equipment vendors, value-added service providers and other supporting role with the tacit cooperation. Alcatel Shanghai Bell, Nokia, Siemens, ZTE, Huawei, etc. are coincidentally "full-service" "innovation" as an important footnote to their participation.
TD is a major player
Piloting the "convergence" of new business opportunities
Many industry insiders refer to this year's show as "TD's Feast", not just because China Mobile has become the most prominent star of the show by joining hands with the TD Alliance to participate in the show. The most dazzling star of the show. More importantly, after 10 years of development, TD has the strength to enter the mature commercialization.
For a long time, the industry's view is that the lack of TD terminals is a shortcoming that restricts the development of TD. But this exhibition completely subverted the reporter's view, the vast majority of cell phone manufacturers such as ZTE, Samsung, LG, Lenovo, TCL, etc. have displayed their TD cell phone.
Reporters at the show also found a group of young people wearing roller skates, holding up a colorful flag with "cell phone revolution" in front of each booth shuttle forward, the original is a large number of cell phone manufacturers to jointly "TD" network promotional activities. Some exhibitors told reporters that chip maker MediaTek joined the TD camp, making a group of emerging local manufacturers collectively joined the TD cell phone research and development camp.
In Microsoft's nearly 50 high-end smartphones based on the Windows Mobile operating system on display, there are many that support TD. For example, the national brand "Coolpad" has launched a TD / GSM automatic switching dual standby smartphone, can realize the video phone, video message; support for Office documents, massive information storage; also has support for autofocus dual-camera design and other features.
A representative of a manufacturer that has just switched from a navigator to a navigation phone told reporters that TD is a good business opportunity for them. "The slower the big players like Nokia move on TD, the better it is for us." This company claims that the navigation function of its cell phone is absolutely no less than that of any famous company, and can be said to be "the best in the world."
Clearly, TD's terminal products have blossomed, and the Chinese can play with their own TD terminals without the so-called famous international handset makers. Of course, the development of TD does not exclude the sea, inclusive, which can be seen in TD's technological evolution, TD is with the integration of WCDMA technology, along the TD-LTE road ahead.
Accenture's Dr. Li Weichong once told reporters that China Mobile has a long-term strategic vision in the layout of TD, TD-LTE as an international standard for TD out of the country to open new opportunities. Li Weichong told reporters that as early as in early 2008, under the support of the government, China Mobile held LTE industry summit in Barcelona, hand in hand with Vodafone, Verizon, announced that it will jointly carry out the TD-LTE test, and from the domestic and international manufacturing industry, more than 20 companies responded positively.
This year's show, many communications manufacturers displayed products related to support LTE technology, in which the concept of SDR is sought after (SDR, SoftwareDe-finedRadio, through software settings to achieve flexible configuration and conversion between different modulation methods, different wireless standards).
For example, TD Tech launched a new generation of green base station, which adopts Huawei's fourth-generation base station platform, realizing a unified hardware platform for TD-SCDMA and TDDLTE***. ZTE also specially demonstrated the FDD/TDD convergence concept based on SDR soft base station, realizing the smooth evolution and upgrade from WCDMA, CDMA2000, TD-SCDMA to LTE with a unified hardware platform.
In addition, TD special technology smart antenna is also more attention, its volume has been similar to the GSM antenna or even smaller, almost 1/3 of the original. datang mobile, Nokia, Siemens and Andrew telecom have exhibited the latest TD smart antenna and RF pull far system.
No doubt, by China Mobile chef of this TD feast, with its high-profile, strong, big show TD technology compared to other 3G technology advantages, to many ICT vendors injected a "cardiotonic". However, some experts pointed out that China Mobile now needs to do is to break the TD content short board, to comply with the "mobile information experts" transformation strategy, in the early stages of the development of 3G business should actively seek cooperation with content providers, expand the scope of cooperation and cooperation mode, in order to seize the scarce resources of the information providers, for differentiated competition! Provide content guarantee. "For many value-added service providers, new business opportunities are brewing in TD content model innovation."
Microsoft as an ally
Raw forces playing "Telco 2.0"
One of the most striking features of this year's show is that you can't tell the difference between IT vendors and telecom vendors anymore.
On the one hand, communications vendors were keen to showcase their communications-based ICT solutions to vertical industries such as government and enterprise. For example, Alcatel Shanghai Bell, in addition to telecom business, it has successfully cut into the government enterprise, industry, to provide a number of important projects based on the government, enterprise, in many large-scale, wide-ranging, large amounts of high-risk projects, played the role of a set of IT and communications in one of the total integrators, and a number of IT vendors, together, the government, rail transit and other vertical industries to provide end-to-end The company's solutions are also available for the government, rail transportation, and other vertical industries.
On the other hand, exhibiting IT companies from the previous supporting role to the protagonist. In earlier years, IT vendors tended to take carriers and equipment vendors in the telecom industry as their most important IT customers to sell enterprise operations and back-office support management technology. Now IT vendors are not only selling them back-office technology, but also actively building their own ecosystem as the core, actively involved in the front of the business service level, the most typical example is Microsoft.
Microsoft tries to interpret the "S+S (software + services)" strategy through different angles to bring infinite charm to the communications industry. According to Kimberly Kim, general manager of Microsoft's Telecom and Media Division in Greater China, "S+S" is embodied in the field of communications, that is, from the back-end telecom technology to the consumer to enjoy the overall value proposition of mobile technology and services -- that is, Telco2.0, which will enable Microsoft to provide the best services to consumers in the market. Microsoft can't do everything, and must work with partners to promote Telco2.0.
Reporters at Microsoft's booth at the Communications Expo fully felt this point. In the cell phone terminal, Microsoft set up a special product wall in the booth, displaying nearly 50 smartphones based on Windows Mobile operating system from brands such as Dopod, Samsung Electronics, Motorola, Lenovo, Shaxin, LG, Asus, HP, ZTE, and Yuda Dentsu; in the cell phone software, Microsoft and its partners displayed nearly 40 Windows Mobile In terms of mobile phone software, Microsoft and its partners displayed nearly 40 Windows Mobile applications.
In addition, Microsoft also asked Marvell to join the show. As you know, Marvell acquired Intel's wireless chip division a year and a half ago, and recently released its Sheeva CPU core technology, which is a big step up in computing power for mobile chips. According to Jiang Peng, Marvell's market development manager, 1.2G cell phone chips have been made in the lab.
Jiang Peng is not shy about saying, "Marvell's cooperation with Microsoft in the field of mobile devices is as close as the cooperation between Intel and Microsoft in the field of PCs, and there is cooperation between the two sides in the research and development stage." Reporters found in subsequent interviews, the vast majority of Windows Mobile high-end smartphones, is "Marvell Inside", but the difference is that there are many cell phone chip makers, cell phone operating system has not appeared in the PC operating system as a monopoly of the state, so the two sides have other partners!
The two sides have other partners.
What's worth recognizing is that the Windows Mobile+Marvell model has stimulated the rise of the cell phone force. In addition to PC manufacturers from Asus, Lenovo, HP have joined the ranks, but also attracted a number of emerging Asian brands of cell phone manufacturers enthusiastically pursued. Microsoft will be its success in the field of PC model, copied to the field of mobile communications, has taken shape.
In fact, Microsoft's Telco 2.0 is an extension of its "consumer-customer centric" IT value model in the telecom industry. This can be seen in Kimberly's explanation of Telco 2.0. Says Kimberly: "Whereas in the past, telecom carriers took a long time to develop a new service and test it, in the Telco 2.0 era, carrier companies will dramatically accelerate the pace at which they can bring solutions to market, delivering dozens or hundreds of services a year to their customers." These services are built from an ecosystem*** together, including handset OS vendors, independent software developers (ISVs), system integrators, network equipment vendors and service providers.