China Mobile's 37.1 Billion 5G Base Station Landed, Huawei, ZTE, Ericsson, etc. Are Bid Winners
According to China Mobile ’s disclosure on March 31, the centralized procurement of China Mobile ’s 5G Phase 2 wireless network master equipment for 2020 has been completed recently. Four companies, Huawei, ZTE, Ericsson, and China Information Technology Corporation, were shortlisted and became the winning candidates.
According to the information disclosed by China Mobile's Procurement and Tendering Network, 232,143 5G base stations were collected this time, involving 28 provinces, autonomous regions and municipalities. According to the share bidding, the number of successful bidders varies from 2 to 4 companies. Major communication equipment manufacturers Huawei, ZTE, Ericsson and China Information Technology were shortlisted.
As of February 2020, the company has built and opened more than 80,000 5G base stations, and 5G package customers are 15.4 million. China Mobile stated that it will accelerate the "5G +" comprehensive upgrade this year, including network upgrades, technology upgrades, application upgrades, operation upgrades and ecological upgrades.
The three major telecommunications operators have all disclosed capital expenditures for 2020. With the continuous release and implementation of new infrastructure policies, the three major operators and China Tower's nearly 200 billion yuan in 5G investment has gradually landed, and 5G network infrastructure construction has continued to accelerate. The three major operators will open 600,000 5G base stations by the end of this year.
The capital expenditure of telecom operators is the vane of the entire industry chain. The capital expenditures of the three major operators increased significantly this year, reaching 33348 billion yuan. China Mobile, China Telecom, and China Unicom have capital expenditures of 179 billion, 85 billion, and 70 billion yuan this year, and 5G investments have reached 100 billion, 45.3 billion, and 35 billion yuan.