Recently, the voices of all parties have predicted that China will popularize commercial 5G in 2020. Recently, China Mobile plans to provide 5G services in 2019, which is one year ahead of schedule. The ultra-fast layout of mobile in 5G will induce the 5G war of the three major operators. After all, China Telecom and China Unicom, which are currently in slow response, do not want to continue to lag behind China Mobile. Let's take a look at the related content with the network communication Xiaobian.

For the operators themselves, the core capability is the operation, and the differentiated operational capability is undoubtedly the “bulletproof clothing” of the operators. Especially in the wireless era, operating a wireless network is a job with high capital requirements and high technical barriers. The double barriers of capital and technology help operators earn high profits and build a giant industry.

However, after 4G, the demographic dividend slowly receded, and the growth of traditional telecommunications has begun to bottom out, generally falling into the dilemma of “incremental increase without income”. However, 5G, at the beginning, was a non-differentiated competition. With the advancement of chip mobile phone technology and the narrowing of the network coverage gap, the difference in operational capability was smoothed out. Operators were doomed from entering the 5G gate. A melee fight.

China Mobile: Put down the price and run into the market

Among the currently popular 4G services, China Mobile is in an absolute competitive advantage with over 1.8 million 4G base stations, far ahead of China Unicom and China Telecom. By the end of 2017, the number of 4G subscribers of China Mobile, China Telecom and China Unicom were 650 million, 182 million and 174 million respectively. The number of 4G subscribers of China Mobile is close to twice the number of 4G subscribers of China Telecom and China Unicom. China Mobile's important competitiveness.

However, the huge number of users is also a source of tremendous pressure on China Mobile. Due to the surge in traffic and the per capita traffic of Chinese mobile phone users as high as 1.8GB, users in China Mobile, which are densely populated cities, generally feel that the Internet is slow and the user experience is very high. Great impact. In the occasions of high concentration of sports, large-scale events, festivals and other people, it is more difficult to access the Internet. These bad demands have forced China Mobile to improve network quality.

Competitors have also brought huge problems to China Mobile. China Mobile's operating technology is TD-LTE. China Unicom and China Telecom mainly operate with LTE-FDD technology. The latter two technologies support single-carrier 150Mbps downlink, while TD-LTE single carrier supports up to 100Mbps downlink, which makes China Mobile in terms of technology. Naturally at a disadvantage. At the same time, China Unicom and China Telecom frequently released unlimited traffic packages, and China Mobile has been carefully following up due to the tight network.

However, the 5G era has brought about a solution to China Mobile. According to the requirements of the 5G draft standard: 5G technology supports 20Gbps downlink, which is more than 100 times of 4G technology, and the network capacity is also greatly improved, especially in densely populated cities, it is urgent to introduce 5G technology. The introduction of 5G technology will also make China Mobile no longer lag behind China Telecom and China Unicom in terms of technology, so China Mobile is eager to enter the 5G embrace.

At the same time, the advent of the 5G era finally allowed China Mobile to lay down its noble body. Since 2016, more and more users have started to use the numbers of China Telecom and China Unicom, and the mobile number is used for spare tires. If it is not impossible to transfer the number, China Mobile's performance will be even worse. Recently, Mobile launched an unlimited traffic package, which is cheaper than friends, and is almost 50% cheaper than China Unicom's ice cream package. WCDMA networks have not reduced their prices.

China Unicom: The hardest situation in the 5G war

China Unicom plans to conduct 5G trials in 7 cities including Beijing, Tianjin, Shanghai, Shenzhen, Hangzhou, Nanjing and Xiong'an. Its executives said that they will start commercial 5G in 2019 and provide 5G services in 2020, basically with two other operators. The original plan was synchronized.

In the 5G era, the biggest obstacle to the development of China Unicom is the funding problem. Among the three major operators, China Unicom has the most debts, exceeding 300 billion yuan, China Telecom's debt is more than 100 billion, and China Mobile has hundreds of billions of cash reserves. China Mobile, which has sufficient funds, is the most emboldened and quickly spreads the construction of 5G networks. Although China Telecom has certain debts, it has the strongest fiber transmission network foundation among the three major operators. However, China Unicom's huge debt network is slightly stronger than China Mobile but weaker than China Telecom. China Unicom is the most disadvantaged in the 5G competition.

Since 5G adopts high frequency band, it will be preferentially covered in cities, and wide-area coverage of 4G in rural areas will be the main force, and the situation of coexistence of 4G and 5G will continue for a long time. At present, China Unicom's 4G network coverage is the weakest, and in the 5G era, China Unicom is likely to have difficulties in simultaneously improving 4G networks and building 5G networks, which is also very unfavorable for China Unicom.

Operator: "Bulletproof clothing" that is about to disappear

The most basic needs of consumers for operators: they are connected. The most basic elements to achieve this are: network coverage and mobile phones. After doing both of these tasks, operators can provide their own brands, which in turn can generate a premium. But the brand is not a permanent "body armor", under the temptation of price, the brand is fragile.

The advantages of each operator cannot last long: once the coverage of competitors reaches the same level, operators enter the stage of homogenization competition. In order to avoid price wars, leading operators will enter the next generation of new communication technologies and re-establish their own "bullet-proof vests." At the same time, small operators also hope to rewrite the competitive landscape by prioritizing the deployment of new technologies. Just like the advantages established by operators in the 3G era, they will not continue to 4G.

Entering the 5G era, operators' "body armor" will disappear: unified standards and high integration of chips, a baseband chip can support almost all technologies and all frequency bands. The reduction in operational difficulty and the reduction in the threshold for consumers to switch networks also mean that operators compete for complete homogenization.

5G operators want to say that it is not easy to love you _5G situation analysis

Homogenization 5G: Force operators to abandon the "old routine"

The same technology, the same terminal, for the 5G competition from the beginning is labeled as homogenized. As an operator has a competitive mind that cannot lag behind other operators, it has to enter the "magic circle" of 5G. Regardless of whether 5G can bring 10 billion IOT connections, operators can only fight price wars in the face of homogenized 5G networks. As a result, tens of billions of connections and data floods cannot stop the decline of traditional revenues of operators.

5G needs a trillion investment, 40% more than 4G. That 5G will be the last straw to crush operators. There is no “operational” difference between operators after the disappearance of the traditional technical standards selection and the creation of ecological differences. The era of relying solely on operations to earn excess profits has passed.

The strategy of relying solely on operations is outdated, and operators should have their own “intelligence” to expand the depth of the strategy. In the next era, operators must have their own software development. Directional innovation is the tactic that operators urgently need. The biggest contradiction facing major operators is that today, with technology homogenization, high investment will not bring excessive returns. As a result, operators need to innovate more than ever to reduce network costs.

A lot of things show that operators are completely unworkable with the terminal industry as their strategy, because today's terminals are completely personalized products. It will be a better choice for operators to look at equipment manufacturing.

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