Since the end of 2013, TDD licenses have been issued, and China officially entered the 4G era. In three years, China's 4G subscribers reached 680 million, and the three major operators invested in nearly 3 million LTE base stations, driving nearly one trillion investment.
4G has become the biggest variable affecting the communication market: the first-mover advantage of the rush to make China Mobile return to a dominant position, and the telecom and China Unicom, which are waiting for the FDD license, are obviously at a disadvantage, especially China Unicom, which lost in 4G swing. Development opportunities. At the same time that the operator market staged the Matthew effect, equipment vendors also re-deployed the map in the 4G era.
The three years of rapid development of 4G are also the three years of the rise of intelligent terminals and the booming mobile Internet. The whole society is welcoming a new stage of intelligent development in the industrial and cultural civilization. From a new perspective, competition has shifted from a single enterprise to an ecological battle. After the communication fence is opened, operators will also pay more attention to the outside of the wall.
Where is the counterattack?
According to the latest third-quarter earnings report, China Mobile has 480 million 4G users to ride the dust, and the other two are behind in revenue and profit. China Mobile has a market share of 70%. Behind one is the result of various factors such as policy and corporate decision-making.
China Mobile, which has the advantages of capital, channel and marketing, seized the opportunity and pre-empted the layout. Up to now, the competition of the three companies is already a game without suspense.
Does this situation continue? Is there a policy-level asymmetric regulation? Is there any force of dark growth that is driven by market forces to break this situation?
If we simply look at the competition at the pipeline level, in the mode of selling products like selling cabbage, the mobile users have the most users, the scale effect, the Matthew effect, and the future mobile winners will have no suspense.
But this is an era of subversive change, the Internet of things has changed, and the Internet has entered the stage of intelligence. The operators in it are also wrapped up in the ecology. Industry experts said that from the perspective of transforming the Internet, the opportunities for China Unicom and telecommunications are even greater. In contrast, China Mobile's users are too large to maintain market leadership and bear the pressure of being chased. In the face of the risks of transformation, China Mobile may not have the courage.
Compared with the Internet industry's open access, easy to measure rapid iteration, the telecommunications industry is closed network, complex protocols, non-customized.
In the face of more and more personalized users, operators who are accustomed to "economies of scale" are inevitably somewhat helpless. It is clear that operators have launched a large number of products that can be quickly copied but lack market vitality.
According to industry insiders, from a product perspective, operators are relatively lacking in understanding and practicing the “complexity economyâ€. If operators and Internet companies work together, it could be an opportunity to help operators solve this problem.
Different development tracks
From the perspective of transformation and Internet cooperation, Telecom Unicom has been able to make a point in the past three years: the former competitors' network sharing and terminal cooperation, Unicom has also taken the hands of BAT, and telecommunications has become a partner through platform openness.
From this perspective, the different development trajectories of the three operators are looming: China Mobile has the most closed tradition, retaining users to retain their shares and investing in network construction; China Unicom is the most open, leveraging partners to seek common development; and telecommunications focus on transformation and reform. Take the technical route. These different postures for the future are also based on the differences in the three resource endowments.
From the boss to the boss, China Mobile proposed an increase in the development of traditional business in the strategic thinking, but for the mobile chain in the industry chain, more control is in control, and the right to speak is enhanced during negotiations. "In the process of doing it yourself, you can become familiar with each link and thus enhance the right to speak." The words of China Mobile's relevant personnel are quite representative. Reflected in the Internet business and terminal field, China Mobile has set up its own company to operate, and even the terminals are mobile card own terminals.
The operator's own system genes have determined the failure of its products, and the way that Fetion has followed has proved this. At AT&T's acquisition of Time Warner, other operators and Internet vendors continue to cooperate in depth, and China Mobile is on its own path. In 4G for three years, the most impressive thing about China Mobile is that the number of leading users and the daily earning of 300 million earnings.
Of course, as a strength, China Mobile should not be underestimated in the basic network, optical network and 5G research and development. At the beginning of the divestiture of China Telecom, China Mobile was the lightest and most modern management company.
As the world's largest fixed-line operator, China Telecom has a deep accumulation in the fixed-line ICT field, with the transition to full-service operators. In the mobile business field, it is also catching up. From the end of 2013, the mobile market share has been rising for the third time, and this year it replaced China Unicom's second position. In the past three years, China Telecom's route around reform and technology has become clearer: to develop emerging businesses and to transform into intelligence. Based on this positioning, on the network, enrich the pipeline connotation, develop cloud computing, and deploy data centers nationwide. At the same time, we will open up telecom capabilities and gather partners with platform ideas.
In contrast, China Unicom's 23% market share before the issuance of 4G licenses fell to 15% today, and the previous advantage was lost. Since Wang Xiaochu determined that China Unicom focused on the 4G development strategy, mobile users have rebounded. Unicom from the bottom of the market, although the financial report is still ugly, but a series of actions, let employees see hope, the most prominent is the extensive cooperation with Internet companies to support, support the virtual business, hand in hand BAT and even former competitors. Unicom's most open and cooperative attitude is in line with the market positioning of its weak operators, but it also adds more imagination to the future.
Based on the moment
Throughout the 4G three-year period, it is three years that the three differentiated routes have been determined. These three years are the three years that Mobile Soaring has regained its position as the boss. It is also the three years forward of China Unicom. It is the three years that China Mobile has returned to its peak, and it is also the three years that Telecom China Unicom has been struggling to catch up.
According to the license issuance time, the first year of TDD trial commercial license issuance. Due to the lack of influence of the terminal and the difference in network coverage capability, China Telecom and China Unicom are difficult to compete with China Mobile in the early stage of 4G development, and the telecommunications gradually become balanced in the 3G era. The operation industry once again leaned toward the "one big one" situation.
The issuance of hybrid networking licenses gave telecom and China Unicom confidence in the 4G era. The two operators changed the veiled and declining trend of the early 4G development and returned to the ascending channel. They all expect to adopt the TD-LTE/LTE FDD hybrid networking model, which is also the development mode with the best cost-benefit effect, and can compete in the 4G market at a lower cost.
Until the FDD license was officially issued, although the mobile has already rushed, the three returned to an arena competition.
At present, the three operators have increased their network investment in the network and business terminals, and the 4G competition has also become hot.
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