Stock Code:300252.SZ
English

Inventory 4G three years: operators for the future of the three paths

time:2017/01/27

Since the end of 2013 TDD licenses issued, China officially entered the era of 4G. Three years, China's 4G users reached 680 million, the top three operators to invest in the construction of nearly 3 million LTE base stations, pulling nearly trillion of investment.

4G has become the biggest variable that affects the market structure of communication: false start first mover advantage makes the move back to a dominant position, in the FDD license waiting in the wasted years of Telecom and China Unicom was at a disadvantage, especially China Unicom, lost development opportunities in the 4G swing. Market operators staged Matthew effect at the same time, taking the same equipment in the 4G era layout readjustment.

4G rapid development of these three years is also the rise of intelligent terminals, mobile Internet surging boom of the past three years, the whole society is a new stage in the development of industrial civilization, changes in information civilization ushered in the cross domain. In the new perspective, the competition has shifted from a single enterprise to the ecological struggle. After the opening of the communication fence, operators will also look more outside the wall.

Since the end of 2013 TDD licenses issued, China officially entered the era of 4G. Three years, China's 4G users reached 680 million, the top three operators to invest in the construction of nearly 3 million LTE base stations, pulling nearly trillion of investment.

4G has become the biggest variable that affects the market structure of communication: false start first mover advantage makes the move back to a dominant position, in the FDD license waiting in the wasted years of Telecom and China Unicom was at a disadvantage, especially China Unicom, lost development opportunities in the 4G swing. Market operators staged Matthew effect at the same time, taking the same equipment in the 4G era layout readjustment.

4G rapid development of these three years is also the rise of intelligent terminals, mobile Internet surging boom of the past three years, the whole society is a new stage in the development of industrial civilization, changes in information civilization ushered in the cross domain. In the new perspective, the competition has shifted from a single enterprise to the ecological struggle. After the opening of the communication fence, operators will also look more outside the wall.

Different development trajectories

From the angle of cooperation and the transformation of the Internet, China Telecom and China Unicom in the three years of remarkable: former competitors network sharing, terminal cooperation, China Unicom is hand BAT, telecommunications through the open platform capabilities wide partners.

Come from this angle, the three operators of different development trajectories are barely discernible: mobile is the traditional closed, keep the user to keep the share of investment, China Unicom Network; the most open, leveraging partners to seek common development; pay attention to the transformation of telecom reform, take the technical route. These different faces for the future, but also according to the difference between the three resource endowments, the path of differentiation.

In the move from the boss to the boss, in the strategic ideas proposed to expand beyond the traditional business, but for the industry chain to consider more control is to enhance the right to speak in the negotiations. In the process of their own, can be familiar with the various links, thereby enhancing the right to speak." Mobile related personnel, then quite representative. Reflected in the field of Internet services and terminals, the mobile set up its own company to operate, and even the terminal is a mobile card own terminal.

The system operator's own gene determines the product failure, etc. the way along the way have proved so. In the AT&T acquisition time warner, other operators and Internet vendors continue to deepen cooperation, moving on the road of self. 4G three years, the most impressive move is that the number of users and the number of leading the way to earn a net profit of 300 million.

Of course, as a power play, based on mobile network, and optical network, the research and development of 5G should not be underestimated. When the China Telecom began to move from the peel, light, the most modern company management characteristics.

China Telecom as the world's largest fixed line operator, which has a deep accumulation in the field of fixed line ICT, with the transformation of full-service carriers. In the field of mobile business is also constantly chasing, from the end of 2013, the mobile market share of the first part of the continuous rise this year, instead of China Unicom, the second position in the country, the market continued to rise, China Unicom's position of third. These three years, China Telecom and technology route around reform is clear: the development of new business, the transition to intelligent, based on this positioning on another network, the rich connotation of pipeline, the development of cloud computing, the layout of the national data center. At the same time, a platform of ideas open telecommunication capabilities Guangju partners.

In contrast, China Unicom from 4G licenses issued before the 23% market share fell to 15% today, once lost the advantage. Since Wang Xiaochu set development strategy focusing on 4G Unicom, mobile users to rebound. Walk out from the bottom of the Unicom although earnings figures are still ugly, but a series of actions, let employees see hope, the most prominent is an extensive cooperation with Internet companies, virtual operators, hand BAT and support the former rivals.  Unicom's most open attitude of cooperation, in line with the market positioning of its weak operators, but also for the future to increase more imagination.

Based on the present

In the 4G three years, is the route three identified differences in three years, this three years is moving off again firmly secured boss position for three years, is also China Telecom and China Unicom forward three years. China is moving back to the peak of the three year, the same is China Unicom struggling to catch up with the past three years.

According to the licensing time, TDD commercial trial licenses issued the first year, because of the difference of influence and lack of terminal network coverage ability, leading to the China Telecom and Chinese Unicom in the early stage of 4G development to confrontation with China Mobile, telecom 3G era gradually balance operation, inclined to the "one" situation again.

Hybrid network license issuance, to the telecom and China Unicom in the 4G era of faith, the two operators changed in the early stage of 4G development and the secretive decline, return to the rising channel. They are expected to adopt TD-LTE/LTEFDD hybrid network model, which is the optimal cost and income development model, to be able to compete in the 4G market with lower costs.

Until FDD licenses, although the mobile has a false start, but the three to return to an arena of competition.

Three different roads, but also decided to face the future of different postures. But for the three operators, the current competition and layout is particularly important.  Currently, the three operators in the network, business terminals are increasing investment in the network, 4G competition has become white hot.

Domestic Business: 0755-26016250
Overseas Business: 0086-755-86319150-636