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G中兴在GSM网络为2%、华为5%的份额会有所增加,预计中兴可以达到5%,而华为可以达到15-20%;CDMA本身升级到EVDO的整体投资额很小,总体预计不超过150亿元,按照现在的份额,中兴市场份额为20%;因此国内设备商最有机会占据主导优势地位的就是TD。我们预计中兴在TD的份额将会达到25-3
G ZTE in the GSM network is 2%, Huawei 5% share will increase, ZTE is expected to reach 5%, while Huawei can reach 15-20%; CDMA itself to upgrade to EVDO the overall investment is small, the overall is expected to not More than 150 billion yuan, according to the current share of ZTE market share of 20%; therefore the most opportunity for domestic equipment makers to occupy the dominant position is the TD. We expect ZTE’s share in TD will reach 25-3