subject: 2009 Inventory Of The Chinese Telecommunications Industry: A 3g-induced Fission - China Telecom, [print this page] Standing on the end of 2009, China's telecommunications industry forward, much larger than the known unknown.
2009 was called the first year of 3G in China, though China has nearly 10 million 3G users in the development of 3G subscribers, to provide business users welcome 3G, operators still have not found an effective path. Moreover, operators generally felt that the original operation, maintenance, and support system has been unable to meet the 3G era of information
Service
Business requirements.
In building a more balanced market structure, while China Telecom Mobile users growing fast, has not changed one dominate, but China Mobile is using its huge financial advantage extrusion China Telecom and China Unicom's development space.
Transformation and innovation in the development model, the transformation of the greatest pressure, and began the first of China Telecom, restructuring business growth began to decline, integrated information services, some deep-rooted problems are emerging, fragmented departmental interests pattern, let beginning to feel the transformation of the glass ceiling.
However, perhaps because of this, before 2010 look forward to more people.
A dominant competitive continuation of structural optimization
2009, is the operator in 2008 after the reorganization of the second year, is a new pattern of three major carriers through the first full fiscal year, when the end of the year looking back, we can see the wheel in the industry while relying on tremendous inertia forward, leading to collapse of the old pattern of factors is slowly growing.
First thing remains the eyelids already seen overripe "a dominance." Third-quarter results, the first three quarters of China Mobile profit 83.935 billion yuan, up 25.7% profit margin. China Telecom profit of the first three quarters only 11.392 billion yuan, down 33.9% over last year, China Unicom's profit is not such as China Telecom. China Mobile still seems to be within the industry's "Goliath."
However, statistics show that the result of profit has a certain one-sidedness, in fact, can not reflect the accumulation of enterprise technology and resources the actual stage of development. We should see that in 2009, Telecom and China Unicom have substantially expanded the mobile network, directly led to increased costs, diluted profit. In addition, 70 million PHS users to gradually return profits to their network will also have great influence with the user statistics. These will lead to profit figures do not reflect the real development.
In fact, mobile
Communicate
Better reflect the market operators to increase. On December 22, the three carriers announced operating statistics as of the end of November, China Telecom, the total number of 52.99 million mobile subscribers, accounting for 7.39%; China Unicom to 14,420.5 million (of which 1.822 million 3G users), accounted for 20.36%; China Mobile's subscribers reached 5.18045 billion, accounting for 72.25%. In the end of 2008, the three carriers accounted respectively 4.67%, 21.86% and 73.47%. In contrast, we find that the market share of China Telecom, is significantly increased, while China Unicom and China Mobile have went down.
However, China Unicom and China Telecom down meaning there are very different, because the official business of China Unicom's 3G is just beginning in October. Monthly statistics, China Unicom in mobile subscriber market share of incremental consecutive months in a significant upward trend, from August to 9.6% to 15.5% for 11 months in the stock market share from mobile users was 6.4% to 7.4%. Which corresponds to the China Mobile is the mobile users in the incremental market share from 65.6% down to 50.6%, the stock of mobile users by a 73.1% market share fell to 72.2%.
It can be seen, Telecom, Unicom, although still relatively weak, but the strength was increased in one step, while China Mobile's slowdown will be long-term, irreversible, and that the first round of telecom restructuring purposes the balance of the telecommunications market competition, are quietly achieving.
However, optimizing industrial structure of communications in 2009 as a major "killer", 3G application in China, but surprisingly some "weak."
Data show that the three major operators in the third quarter, completed a total of 17.2 billion investment in 3G, 3G now the first two quarters of the total investment of 80 billion yuan, investment actually declined in the quarter by quarter, completed around the beginning of planning 3G is about 180 billion yuan would be difficult to achieve investment objectives. 3G development in lower than expected for many reasons: the terminal, the lack of business and carrier
Marketing
Policy failures have been frequently mentioned. But Professor Kan Kaili Beijing University of Posts and that its fundamental problem is that the main users of 3G demand?? A lot of data applications?? And the contradiction between the carrying capacity of the network, operators into "to income" or "to scale" the quagmire can not extricate themselves.
