Taiwanese telecoms equipment makers such as D-Link Corp (友訊) could benefit from an expansion in China’s third-generation (3G) sector in the next few years, market researcher International Data Corp (IDC) said yesterday.
In addition to building 3G base stations or upgrading efforts, Chinese telecom carriers such as China Mobile (中國移動) are deploying more stable wireless LAN networks for users seeking to connect to the Internet via notebook computers, IDC analyst Elain Yi (易斐春) said.
The deployment of wireless LAN is seen as a means to address insufficient 3G coverage and supplement a limited selection of mobile phones supporting China’s 3G technologies — TD-SCDMA in particular — Yi said.
D-Link is making progress with consumer wireless LAN carriers, while Chinese telecoms equipment maker Huawei Technologies (華為) remains the main supplier in primary areas, Yi said.
Yi said Chinese telecoms companies would likely expand the wireless LAN network within the next two years.
The number of Chinese using 3G is expected to reach 2 million by the end of this year after Beijing released 3G licenses in summer of 2007, IDC said.
The adoption of 3G services failed to meet market expectations, however, as services such as video telephony were below-standard, Yi said.
More time is required before the sector takes off, Yi said.
At present, the 3G business represents a small share of total revenue for Chinese telecoms companies, she said.
Shares of D-Link rose 3.85 percent to NT$32.40 (US$1) yesterday, outperforming the benchmark TAIEX, which gained 1.22 percent.
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