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Doug Young

Bottom line: A court order barring Micron Technology from China and Donald Trump's attempts to keep China Mobile out of the US reflect blurring lines between business and politics in heightening US-China trade tensions.

Two new headlines are showing how trade tensions between the US and China are spilling over into the high-tech realm, while also reflecting a certain amount of confusion and twisting of the facts. Leading the somewhat misleading headlines is an item that has U.S. memory chip g...

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Doug Young

Bottom line: China Mobile's first-ever drop in 4G subscribers in April owes to the company's early arrival to the space, and reflects the broader market's maturation that is also adding similar pressures to Unicom and China Telecom.

Much ado is being made about new data from the three big telcos that includes a first-ever drop in 4G subscribers for industry heavyweight China Mobile (HKEx: 941; NYSE: CHL). This particular first seems to have been a long time coming, and really shouldn't surpri...

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Doug Young

STOCKS: Lenovo, China Telecom Mull CDR Homecomings

Doug Young 03月30日

财新传媒英文部编辑

Bottom line:  Hong Kong-listed "Red chip" stocks like Lenovo and China Telecom could eventually make secondary listings in China under a new CDR program, but will be forced to wait behind higher-profile Internet names like Alibaba.

With all of the major IPOs for the week now in the history books, as most of the world takes a vacation for Good Friday, I thought I'd close out the week here in China with yet another angle on the China Depositary Receipt (CDR) program that is creating lots of buz...

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Doug Young

TELECOMS: 5G Buzzes Early Into China

Doug Young 12月01日

财新传媒英文部编辑

Bottom line: A bevy of signals from Beijing indicate China will roll out 5G networks around 2020, in step with major Western markets, providing a boon for telcos, equipment sellers and Internet companies.

China gets serious on 5G

After years of watching China following years behind the West in rolling out its next-generation wireless networks, there are growing signs that the country intends to be a leader rather than a laggard with upcoming 5G service. The latest signal...

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Doug Young

Bottom line: China Telecom's aggressive bidding for a government contract highlights its more entrepreneurial style, while Unicom's latest announcement on its private ownership plans reflects it conservative, bureaucratic style.

Unicom mixed ownership program crawls ahead

Two of China's trio of wireless telcos are in the news today, reflecting an effort by Beijing to breathe some life into these laggard state-run behemoths that always seem unable to realize their potenti...

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Doug Young

TELECOMS: China Telecom Eyes 5G Network Sharing

Doug Young 03月23日

财新传媒英文部编辑

Bottom line: China Telecom, Unicom and China Broadcasting Network could share the costs of a 5G network to lower costs, while China Mobile is likely to construct a network on its own.

China telcos consider 5G network sharing

As earnings season reaches a crescendo, wireless carrier China Telecom (HKEx: 728; NYSE: CHA) is raising an old theme by saying it might consider sharing resources with someone else in building a next-generation 5G network. This particular topic firs...

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Doug Young

TELECOMS: VNO Movement Finally Gains Traction

Doug Young 02月21日

财新传媒英文部编辑

Bottom line: China's VNO program appears to be gaining momentum heading into its third year, and could reach the 200 million subscriber mark by the end of 2017.

Virtual network operators gain momentum

It's been more than a year since I last wrote about China's fledgling attempt to breathe new life into its telecoms services sector by creating virtual network operators (VNO), mostly because the program seemed to be sputtering in its first couple of years. But new data fro...

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Doug Young

TELECOMS: China Telecom Spins Off Content Unit

Doug Young 12月28日

财新传媒英文部编辑

Bottom line: China Telecom's sale of several key entertainment assets to a separately run and listed unit reflects the company's more dynamic nature compared with its 2 peers, as it tries to create services that can compete with private-sector rivals.

China Telecom spins off entertainment services

China Telecom (HKEx: 728; NYSE: CHA) is showing once more why it's a telco to watch, with word that it's formally spinning off 4 of the main entertainment businesses on its mai...

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