African Telecom SOEs and China

Author: William Shumate
Published: 2019-09-12

Does Chinese funding encourage state ownership of African telecom enterprises? We should be taking a closer look at the relationship between Chinese vendor financing and the multitude of state-owned enterprises (SOEs) in African telecommunications. SOEs are attractive to Chinese policy banks because they can offer sovereign guarantees instead of only financial guarantees, therefore linking telecom financing to domestic politics and …

U.S.-China Schism Pressures Wireless Standards

Author: Ricardo Tavares
Published: 2019-06-06

Will the current geopolitical tensions affect the wireless industry’s ability to maintain single global technology standards? Technology companies choose to compete within a single standard or engage in battle-of-standards.  Beyond companies’ decisions, governments also shape standardization, constraining the private sector’s choices.  National and regional standard bodies have traditionally shaped wireless standards, but that changed over time.  The novelty of 4G …

Free trade? Yes, but not on lithium-ion batteries, says China

Author: Adam Rosenberg
Published: 2017-10-11

The World Trade Organization’s Information Trade Agreement (ITA) has done a lot to boost trade and eliminate tariffs on a broad range of ICT products, from semiconductors to telecommunications equipment. Yet, lithium-ion batteries that power smartphones and electric vehicles are noticeably absent from the agreement. Why? Industrial policy and China’s efforts to curb pollution. Outlined in its 13th 5-year plan, …

China places big bet on 5G

Author: Adam Rosenberg
Published: 2017-09-08

China’s leaders believe 5G will help drive its economy into the future. While both the commercial potential of 5G and the huge costs required to build 5G networks have been well publicized, the economic policies Beijing is employing to make China the first truly 5G country are not widely reported. In China’s 13th five-year plan the central government labeled the …

Is data communications equipment the new oil?

Author: Ricardo Tavares
Published: 2017-06-19

The Economist magazine recently claimed data is now more valuable than oil. While data monetization is driving a new “gold rush,” there’s something else happening reminiscent of the financial impact of the oil industry, the rising importance of data communications equipment in the trade deficits of a large number of countries. Imports of electronics equipment—communications infrastructure, devices, data-center equipment and …

China’s state-owned operators just keep rolling along

Author: Michael Newlands
Published: 2015-05-03

It came as a surprise to many when China’s premier Li Kequiang recently criticised the country’s mobile Internet as being expensive and slow. Average mobile connection charges are just as fast—in cities at least—as in the US and Europe. Data usage charges, at around $11/GB are no more than in the developed world. And there has been a very rapid …

Should China create a Universal Services Fund?

Author: Ricardo Tavares
Published: 2015-04-12

For the past 15 years China has been successful in expanding both fixed and mobile networks out from the cities and into the towns and villages of its densely-populated countryside. Alongside this there has been a gradual liberalization of the telecoms market resulting in increased exposure to market forces. The Government is now rethinking its universal service policies and central …