The issuance of 4G licenses means that a boot officially landed, but the long-awaited event in this industry is only the beginning. Every technological change will bring new opportunities to change the industry structure. In the 4G era, who Will be the winner?
China Mobile's biggest winner
For the 4G TD-LTE network licensing, the three major operators have each issued an announcement. Among them, China Mobile has the most positive attitude, saying that “it will go all out to promote the construction and operation of the fourth-generation mobile communication network.†At present, China Mobile has launched commercial deployment of TD-LTE nationwide, and the future goal is to build a global network. The largest 4G network, and will strive to promote the integration of 4G.
Judging from the attitudes of China Telecom and China Unicom, the former is relatively calm, and said that it will actively cooperate with other operators. The implication is that it will strengthen cooperation with China Mobile's integrated networking; the latter's attitude is relatively cold, only in the official micro Bofa issued a "have obtained a 4G license." The two enthusiasm may only reach its peak after the subsequent LTE FDD network license is issued.
At the same time as the issuance of 4G licenses, China Mobile has simultaneously obtained fixed-line licenses. According to China Mobile's announcement: the Ministry of Industry and Information Technology approved China Mobile Communications Corporation to license the fixed communication service to China Mobile Co., Ltd. (ie China Mobile Hong Kong listed company). Previously, mobile fixed network services could only be carried out through China Railcom.
This means that China Mobile has become a full-service operator, not only can let go of 4G, but also can do fixed-line business. The simultaneous acquisition of double licenses has undoubtedly made China Mobile the biggest winner.
The reason why the Ministry of Industry and Information Technology imposed restrictions on China Mobile was that in 2009, in order to promote China Mobile Co., Ltd. to promote the development of TD-SCDMA third-generation mobile communication services, China Mobile Group Corporation obtained full-service operations including fixed communication services. After the license, the fixed communication service other than TD-SCDMA is authorized to operate its wholly-owned subsidiary, Tietong.
The “Unblocking†Ministry of Industry and Information Technology explained that China Mobile’s TD-SCDMA is developing at a good momentum, and the broadband China strategy is being pushed forward. The development of fixed and mobile convergence has become a global telecom development trend.
There is no hidden danger to China Mobile, which is good for the outside world. 4G licensing is not exactly the same as the real arrival of the 4G era. See the situation of 3G, from the licensing business to the mass popularization, and experience a mature process, such as whether the 4G network is mature, whether the mobile terminal is rich, the application is diversified, the price of the tariff is known to the people, etc. The complicated problem is waiting to be solved, and it will take time for the user to experience 4G. These are a huge project in front of operators, especially for China Mobile.
It is understood that in 2013, China Mobile launched the construction of 200,000 base stations and the procurement of 1 million terminals, experiencing nearly 40,000 users. By October, China Mobile was allowed to conduct TD-LTE expansion scale trials in 326 cities across the country. From the perspective of several pilot cities visited by Tencent Technology, coverage is still a big problem. Although some of the city's main central areas have been covered, the deep coverage of the remote areas and indoors is still a big project in the face of China Mobile.
According to China Mobile's plan, before the end of this year, China Mobile can provide 4G services to customers in 13 cities including Beijing, Hangzhou, Guangzhou, Shenzhen, Qingdao, Nanjing, Wenzhou, Xiamen, Shanghai, Tianjin, Shenyang, Chengdu and Fuzhou. By the middle of next year, it is expected that 100 cities will have 4G commercial conditions; by the end of next year, customers in more than 340 cities will enjoy China Mobile's 4G services.
In terms of 4G terminals, the current number is relatively small. In this regard, China Mobile told Tencent Technology that it will provide more than 30 4G mobile phones and data terminals to customers through joint cooperation terminal manufacturers by the end of the year. In the first half of next year, China Mobile will promote more than 50 types of 4G mobile phones. Next year, it will launch “Thousand Yuan 4G Mobile Phones†and its own branded 4G mobile phones and terminal products.
In addition, it seems that China Mobile has the lead of the other two. However, the Ministry of Industry and Information Technology has also left a living port for China Telecom and China Unicom, saying that the LTE FDD license will be issued in the future, but only after the conditions are ripe, the LTE FDD license will be issued. By then, the three operators will return to a starting line.
Equipment manufacturer Nuggets for the winter
So far, equipment manufacturers have also told Tencent Technology that we still have not forgotten this time last year, the performance of equipment manufacturers has collectively declined, and the group is warm. The communications industry has clearly reached the cycle of renewal. In this historical moment, equipment manufacturers will also embark on different paths due to the problems of decision-making and innovation.
Now, for telecom equipment manufacturers, especially ZTE, Huawei and other Chinese equipment manufacturers, their good days are coming. The construction of a large-scale TD-LTE network that is being or will be launched by three Chinese operators will be the beginning of a new round of enclosures for equipment manufacturers. It will also be a strategic opportunity for Huawei and ZTE to usher in a “curve overtaking†competition in the competition.
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