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中國移動海外擴(kuò)張 或通過收購進(jìn)軍美國市場

中國移動海外擴(kuò)張 或通過收購進(jìn)軍美國市場

Erik Heinrich 2014年05月30日
北美和歐洲將是中國移動海外擴(kuò)張戰(zhàn)略的關(guān)鍵,。它可以通過三個(gè)途徑進(jìn)入美國市場:收購美國現(xiàn)有的運(yùn)營商,,參與美國未來的頻譜競拍,,或者作為虛擬網(wǎng)絡(luò)運(yùn)營商進(jìn)入,。

????高德納(Gartner's)上海分公司研究總監(jiān)桑迪?沈說:“TD-LTE的好處在于可以對FD-LTE進(jìn)行補(bǔ)充,提高FD-LTE在高峰時(shí)段和擁堵狀況下的容量,?!彼J(rèn)為這兩種無線通信標(biāo)準(zhǔn)可以在同一個(gè)信號塔上實(shí)現(xiàn)同地協(xié)作。

????哪家美國公司會有興趣與中國移動合作競購頻譜呢,?答案是威瑞森,。今年早些時(shí)候,威瑞森以1,300億美元的價(jià)格從英國沃達(dá)豐公司(Vodafone)買斷了威瑞森無線(Verizon Wireless)45%的股份,。由于背負(fù)著巨額債務(wù),,威瑞森在明年的頻譜競拍中可能會將中國移動看作強(qiáng)有力的財(cái)務(wù)合作伙伴。

????最后,,中國移動也可以以移動虛擬網(wǎng)絡(luò)運(yùn)營商的身份在美國市場立足,。中國移動這樣的無線通信巨頭可能會對這種方式不屑一顧,,但從長期來看,在北美市場即便獲得很少的份額,,也能帶來好處,。中國移動的用戶人數(shù)是AT&T與威瑞森兩家之和的三倍。高德納的沈說:“中國移動在服務(wù)與中國有關(guān)聯(lián)的消費(fèi)者和公司方面具有優(yōu)勢,?!?/p>

????中國移動的競爭對手中國電信就采用了這種策略。2012年,,中國電信與英國移動運(yùn)營商Everything Everywhere簽署了批發(fā)協(xié)議。據(jù)中國電信估計(jì),,約有600,000名中國人居住在英國,。雖然用戶數(shù)量相對較少,但中國電信依然可以通過小規(guī)模投資和運(yùn)營,,來獲取利潤,。中國電信目前正在采用類似的方式在德國、法國,、意大利和西班牙尋求擴(kuò)張,。

????無論中國移動在未來12個(gè)月內(nèi)做出什么樣的決定,它都有許多可行的選擇,,實(shí)現(xiàn)進(jìn)軍美國市場的目標(biāo)?,F(xiàn)在,它需要做的就是邁出這一步,。(財(cái)富中文網(wǎng))

????譯者:劉進(jìn)龍/汪皓

????"The benefit of TD-LTE is to complement FD-LTE to increase capacity in peak hours and in congested cells," says Sandy Shen, research director in Gartner's Shanghai office, noting that the two wireless standards can be co-located on the same tower.

????Which U.S. company would be interested in partnering with China Mobile on a spectrum bid? Verizon. Earlier this year, the company completed the acquisition of the 45 percent stake it did not already own in Verizon Wireless from U.K.-based Vodafone in a massive deal valued at $130 billion. With so much debt on its balance sheet, Verizon might see China Mobile as a compelling financial partner in next year's spectrum auction.

????Finally, China Mobile could establish a toehold in the U.S. market as an MVNO. Though it's small potatoes for a wireless giant like China Mobile -- which has three times the number of subscribers to AT&T and Verizon combined -- the establishment of even a small presence in North America could pay dividends in the long run. "China Mobile has advantages in serving consumers and businesses that have a connection to China," Gartner's Shen says.

????It's a strategy that has worked for rival China Telecom, which signed a wholesale agreement with U.K. mobile operator Everything Everywhere in 2012. China Telecom estimates there are some 600,000 Chinese people living in the U.K., but even with a comparably small subscriber base the company makes money by keeping its investment small and operations lean. China Telecom is now looking at Germany, France, Italy, and Spain for similar expansion.

????Whatever decision it makes in the next 12 months, China Mobile has a number of viable options for achieving its goal of expanding into the U.S. Now it just needs to take the leap.

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