China telecom official WeChat revealed group co., LTD. The main leadership of adjustment, Yang Jieren China telecom group chairman, party secretary; Yang Xiaowei President of China telecom group company directors, general manager, deputy secretary of.
Changes on the top, the comments are positive.
Actually, to be held in late march, China telecom 2015 performance at the meeting, Yang jie, Yang Xiaowei and KeRuiWen attend together, therefore, can think of, the top adjustment does not affect the strategy of China telecom in 2016 established.
China telecom's top adjustment from the internal promotion, is based on the continuation of its strategic of China telecom, essence is, to ensure and consolidate the continuation of China telecom and China unicom cooperation.
In 2016, is the key to China telecom to establish a favorable market competitive position, to promote the reconstruction of the business, network, operation and management, to provide comprehensive intelligence service, is China telecom to build enterprise core competitive power, upgrade "growth momentum", and create the ecological value, mainly includes:
1. Grasp the 4 g broadband light and two large scale development and value of the underlying business promotion, to further consolidate the company's fundamentals;
2. To speed up the breakthrough wisdom family (mainly physical hd), pay, Internet +, cloud computing and big data, as well as the Internet of things and so on five big areas, explore new growth engines, these five emerging business is the key point of the development of the China telecom's current and future years;
3. Continue to enhance the network basis, network operations, data operation, channel sales, customer service, and six key talent team ability;
4. Continue to promote comprehensively deepen reform, improve precision resource configuration, stimulate the enterprise vitality and endogenous power;
5. Deepen the transformation of the Internet, upgrade products, services, improve operational efficiency;
6. Increase the intensity of open cooperation, further to build the ecological circle of competitive advantage.
In 2016, in the case of China telecom and China unicom, it is very important to both the time window.
Joint development of 4 g: China telecom China unicom is necessary
Despite the FDD covering the advantage and the sharing of the Eiffel Tower, in 2015 China telecom 4 g network experience overall are comparable with rivals, but enhance the network coverage, hot spots are aimed at promoting capacity, to improve the user's perception, stock is also conducive to moving solid fusion propulsion of the business, especially in the fixed-line broadband market need counter attacking incisively and vividly.
In 2015, the investment of 109 billion, China telecom to 4 g, optical broadband tilt, among them, 4 g 49.3 billion investment. In 2016, a total investment of 97 billion, down 11.1%, among them 4 g investment scale of 46 billion. In 2016, China telecom will 4 g base stations from 510000 to 800000, to improve and extend the network coverage.
View of China mobile, only 4 g network in 2014 ~ 2016, 80.6 billion yuan, 79.1 billion yuan and 79.1 billion yuan respectively, 4 g base stations will amount to 1.4 million in 2016. China unicom in 2015 ~ 2016, spent 33.5 billion, 29.9 billion, 4 g, 4 g base stations will amount to about 680000 in 2016.
In 2016, China telecom the deployment of 4 g + extends from 45 key cities nationwide. At present, in the key cities for the 45 has built 10000 4 g + base station. As the pioneer of the domestic carrier aggregation, the deployment of 4 g + China telecom seems a bit much cry and little wool, but as the 2016 China telecom 4 g users rapidly increasing, version 4 g + base station and telecom CA terminal will get new understanding of the market.
Telecom enter 4 g users high-speed development stage
In 2015, China telecom mobile user a net gain of 12.28 million, net increase of 1 million units per month.
In 198 million China telecom mobile users, 3 g / 4 g users to 143 million, accounted for 72%, year-on-year increase of 20.7%.
Should not be ignored is that China telecom malaise in the development of 4 g, in 4 g (TDD) licensing after 2014, China mobile 4 g users reached 90.064 million, 4 g users permeability reached 11.17%, 4 g permeability is above 30% in September 2015. At the end of 2015, China unicom 4 g users reached 44.16 million, permeability is 17.5%, while China telecom 4 g users permeability is 29.5%.
In fact this year, China telecom development of 4 g is not slow. Scale in 2015, the year 4 g users reached 58.46 million, a net gain of more than 51 million, was the equivalent of China mobile td-scdma LTE licence nearly 11 months after user scale, China mobile's really 4 g growth gap is after November 2014.
So, to China telecom in 2016, the author is no reason not to, what's more, the adjustment of the high-level low-key work sent from inside.
In 2016, follows the China mobile, China telecom's 4 g development into the fast lane, but now has 800 million customers stock of China mobile's 4 g also entered the stage of the rapid development of faster 4 g subscriber penetration reached 38% by the end of 2015. Only in combination with China telecom, China unicom in network construction, terminals, innovative business, etc., to market-oriented ways of cooperation, complementary advantage resources, reduce network investment, and cost, can achieve a win-win situation, but if we can reverse the unbalanced competition before 5 g come is unknown.
All six mould netcom: lonely main hand painted cake?
In 2014, China telecom new listed over 100 models of 4 g terminals, smart accounts for more than 80%, but the essence of the 4 g telecommunications market development must also look at 2015.
In 2015, China telecom new 4 g terminal 201, 4 g terminal sales of nearly 62 million units, accounting for the proportion of total sales of 70%, and 6 moulds all net sales in 2015 to 2015, accounting for more than 18%. In 2016, six modules all net sales is expected to more than 60%, over the item type.
Is expected, all six mould CNC market will eventually in the second half of 2016.
In march, China telecom to promote six modules netcom mobile phone eventually become the national standard. Through six modules in all of netcom, mobile phone in the open channel to grab stock replacement users.
Mainstream chip makers such as qualcomm, mediatek support six full netcom, terminal manufacturers such as huawei, zte and samsung are also involved in pushing the six modules all netcom standard. Recently, such as the vivo Xplay5, millet 5, samsung S7 edge, meizu pro6 such as mobile phones are launched six full netcom version, only for China telecom, this is a good start.
In June last year, the author has pointed out that China telecom launched 4 g + network is 4 g to preempt the mature China mobile users, all six mould netcom's the icing on the cake will make it a phenomenal trend, for telecom operators, terminal and channels to bring greater profit space.
Despite the stock market five phone models and are still occupies the absolute dominance, controversy is whether China mobile will promote netcom all 6 moulds? The author thinks that, from the perspective of market competition, China mobile in the short term won't go to push six modules, but doesn't mean denying six modules netcom to bring the benefits of users, terminal manufacturers and channel market.
With 4 g and 2 g / 3 g, a new round of 4 g memory periodic replacement of two-wheel driven, market competition will be more intense, 4 g terminal experience and needs higher gradually, and the perceptual consumption behavior ascend, all six mould netcom scale market will push terminal cost reducing, point that China telecom is opportunity. Is expected in 2017, consumers pay in open channel for all 6 moulds netcom will become less sensitive to the price, the key lies in the terminal, China telecom, China unicom, and what steps allow the user to benefit from the six modules all preferential netcom, traffic, video content, and applications in solid fusion, and other fields have the cooperation opportunity, buy unicom package in telecom broadband access six modules all similar cooperation netcom phone + directional video flow also is not impossible.
CDMA network is back after 2018
In 2016, China telecom will open 800 MHZ refarming test, and to be prepared for the 2017 national (trial commercial.
Can think, China telecom CDMA network in at least 2018 years ago is the possibility that no refund any size network, but China telecom 2 g / 3 g network process will be relatively short, and with the popularity of six modules all netcom and (first has a direct relationship.
At the chip level, Xiao dragon full netcom is not only support the full mould full frequency, also supports a variety of voice and double card + CA combination, and posted a Helio mediatek X20 lasted not only support the netcom and (look, also follow up support for the CA, L + W, this year will also support the L + L.
According to forecast of consulting firm SA, with declining terminal subsidies, and the future through public channel sales terminal proportion will reach 61%, the operator channels will gradually fell to 27% in 2020, open channel 6 moulds netcom all terminals popularization intangible helped China mobile users to turn network of China telecom's potential opportunities, but necessary joint unicom and China telecom industrial chain, jointly push qualcomm six mold of mobile phone chips to reduce costs, only can do mass benefit industry.
From the perspective of China mobile, China unicom users and 800 million mobile users, 800 million 5 moulds is enough, and also satisfy the demand of international roaming, even in the domestic three mode and meet the needs of the vast majority of users. Push all six mould netcom and China unicom, is just a rich own terminal types. Therefore, bad follow up six modules for their own development and not much profit, netcom, it is better to make more effort to boost stock user service and value, especially the development of China's mobile broadband business needs for its own gain favorable time and resources.
4 g + terminal excitation flow and characteristics
In 2015, China telecom to promote 4 g + terminals and characteristic terminal development, will play a key role in traffic management, including continuous security mobile, video terminals such as mobile phones, taobao characteristics, meet the demand of users of niche differentiation. To the flow of income also increased by 5 times.
In 2015, China telecom's 3 g / 4 g DOU is 386 MB, increased by 70%. The 4 g DOU is 751 MB, up 25% from a year earlier. In February, 2016, 4 g DOU to 850 MB. 4 g DOU is twice the 3 g / 4 g users. Although the flow unit price fell by 33%, but quickly promote the stock of 3 g users migrating to 4 g is very necessary. In 2015, China telecom 3 g / 4 g mobile Internet traffic is 555000 TB, an increase of 108%.
In 2015, China telecom mobile data revenues accounted for 60.6% of mobile services, among them, the mobile Internet traffic revenue reached 47.8 billion yuan, up 40% from a year earlier. Internet traffic accounted for mobile phone service to income ratio reached 38.4%, 10 pp. 4 g mobile Internet traffic in 3 g / 4 g traffic accounted for 51%. In addition, China telecom 4 g flow package online sales accounted for nearly 80%.
In 2015, China telecom users ARPU is 54.1 yuan, 3 g / 4 g users ARPU is 65.9 yuan, China telecom, 4 g users ARPU is 78 yuan. In 2015, China mobile, the mobile user ARPU value is $56, 4 g users ARPU value of 85 yuan. In 2015, China unicom mobile phone users ARPU is 46.3 yuan, mobile broadband users ARPU is 63.6 yuan, 4 g users ARPU is 87.8 yuan.
Broadband light is still the core advantage
In 2015, the China telecom mobile service income is 124.5 billion yuan, up 3.5% from a year earlier, the fixed-line service income is 168.8 billion yuan, up 1% from a year earlier.
In 2015, China telecom's fixed-line subscribers 134 million, down 6.4% year on year. Cable broadband 113 million, a net gain of 6.11 million, up 5.7% from a year earlier. Cable broadband access per capita 29 megabits per second.
Due to the accelerated JiangFei, China telecom broadband unit price fell by 55%, but China telecom led to the usage and the improvement of income. In 2015, the cable broadband ARPU decline from 59.1 yuan to 56.3 yuan, cable broadband income 74.29 billion, an increase of 1.1%. Fixed-line value-added and comprehensive information services business revenue of 42 billion yuan, up 10.5% from a year earlier.
At the end of 2015 urban households FTTH coverage of 220 million units, coverage rate of 75%, up 15% from a year earlier. Net increase of 28.38 million households, 2015 FTTH FTTH users reached 70.99 million, permeability is 63%. IPTV (physical hd) net gain of more than 9 million subscribers, total more than 40 million households.
China emphasizes on the basis of the MB broadband telecommunications products, drive hd IPTV and related value-added business needs to upgrade, to enhance the value of the viscosity and broadband network users, broadband light sets up the new competitive advantage. In 2016, the city of optical network to realize the basic universal coverage, FTTH coverage is expected to reach 270 million households.
In 2015, China telecom's fixed-line value-added services to keep rapid growth, fixed-line value-added and integrated information service revenue, reached 42 billion yuan, up 11% from a year earlier, the IDC business revenue growth of 27.5% up to 12.5 billion yuan, built the largest 8 + 2 + X cloud resource layout, more than 150000 housing service, Internet network, to build a data center in 2015 to further improve service ability and the user experience. IPTV business revenue growth of 20% up to 3.9 billion yuan, the light of the effective stimulating the development of broadband business.
In 2015, China telecom has achieved good results, business income is 331.2 billion yuan, up by 2.1%; Service revenue was 293.3 billion yuan, an increase of 2%. In 2015, China telecom net profit of 20.1 billion yuan, an increase of 13.4%. Although beautiful, but will cause the competition in 2016 ~ 2017 China telecom still cannot relax vigilance:
1. China mobile's 2016 4 g work center of gravity is necessarily pull stock of 2 g, 3 g users turn 4 g, whether there is value and service to the existing 4 g users improve slack? China telecom need to focus on high ARPU value the user the demand of the market change;
2. China mobile's 4 g users already have the use of large flow behavior, the present stage 4 g users than poaching different network transformation of 2 g, 3 g 4 g upgrade more "promising", all need to focus on promoting six mould netcom end subsidies, bound together with broadband, content and so on;
3. In terms of fixed-line broadband, China telecom need to be associated with unicom help China mobile attack tactics, it is necessary to strengthen ecological cooperation based on the video, from the brand, network interconnection, business innovation and solid fusion point of cooperation competition threshold.
4. The network level of competition is comprehensive. First-tier cities such as in Beijing urban area, the area of the indoor coverage of 4 g networks of China telecom, China unicom and China mobile's 4 g rather lead, even in the face of China mobile local back step 3 g network, China telecom, 2 g / 3 g network (in addition to the cooperation with China unicom network) will provide far more than China mobile users of 2 g / 3 g network awareness. Although the advantage is also the burden of disconnections, but users don't care, China telecom China unicom emphasize their own advantages can also highlights China mobile only 4 g + 2 g of embarrassment, guide the user to buy support (six modules all netcom, mobile, telecom, unicom 3 g into full play the rest of the value;
5.2016 years, with China unicom in the network, terminal, business, connectivity, international roaming in the several aspects of cooperation, China telecom's top priority is to keep advancing six modules all netcom terminal is blossoming, just push into the industry's recommendation is not enough. Only push huawei, zte, samsung, millet, vivo, OPPO mainstream companies from the terminal, chip level entirely towards six modules, with China mobile's five leading mode, three mould industry area through competition, to realize l d blow! Second, China telecom and China unicom should vigorously develop international roaming market, international roaming user basic belongs to the high-end users.
6.2015 years, the emerging of China telecom business income of more than 100 billion, an increase of 21%, accounting for the proportion of service income rise 5 pp, reached 34%, the wise family, payment, the Internet, the Internet of things, big data in five areas, such as the Internet of things is China telecom in 5 g before need to layout the important market.
