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MVNOs add to Chinese operators’ pressures, but may be essential to 5G

As if the Chinese MNOs did not have enough pressure from the costs of 5G and the pressure to accelerate roll-out (see previous item), they are also facing increased competition. For Mobile and Telecom, the most pressing concern may be the rejuvenation of Unicom, for several years a lame duck, which has been given new life by  the investments made by a group of large Chinese web and industrial players. But the big three are also having to deal with a long-awaited emergence of viable competition from MVNOs, as well as a fourth 5G licence holder, the cable TV provider China Broadcasting Network. The decision to increase competition, as well as to award the licences earlier than expected, is seen…

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