Analysis: my country’s 4G user net increase increased by more than 30 million in January
Recently, China Unicom, China Mobile and China Telecom have successively announced operating data for January.
In terms of the number of 4G users, China Mobile, China Unicom and China Telecom added a net increase of 23.281 million, 5.265 million and 5.174 million respectively (a total of 33.72 million), reaching 335.563 million, 49.421 million and 6356 respectively. Thousands of households.
The total number of mobile users reached 257 million, 828 million and 199 million respectively.
This is the first time that China Unicom and China Telecom have independently announced the number of 4G users.
Previously, the number of 3G and 4G users was announced together.
Fu Liang, an independent IT analyst, believes that the rapid growth of 4G users is the reason why they released this data, but the gap with mobile is still very large.
At the same time, some analysts believe that this means that both parties have become clearer on their 4G strategies, and that the three major operators have entered a critical period in the 4G war.
In addition, it is worth noting that China Unicom achieved monthly growth for the first time after losing mobile users for 11 consecutive months.
The competitive and cooperative relationship between China Unicom and Telecom remains unchanged
According to published data, after two years In terms of network construction and marketing, the 4G user data of the three major operators are relatively promising, and China Unicom and China Telecom are no longer secretive.
However, the number of new 4G users of China Mobile in January was higher than that of China Unicom and China Telecom. The number of newly added telecoms is twice that of the latter two.
The mobile dominance of the three major operators has not changed. will last.
In order to narrow the gap with China Mobile, China Unicom and China Telecom have chosen to team up for warmth since the end of last year, and "cooperation" has become a hot word in the industry.
For example, in December last year, the two parties jointly held a press conference for the first time to release the "White Paper on Six-Mode All-Network Terminals"; in January this year, the two parties held a strategic cooperation agreement on "Co-construction and Sharing of Resources to Improve Customer Service Quality" The signing ceremony clarified the direction of cooperation
Independent IT analyst Fu Liang believes that the competitive and cooperative relationship between the two parties will not change this year.
< p>In the field of competition, both parties will still maintain their unique advantages; but in the field of competition with China Mobile, the two parties will cooperate.The key task this year is to make the strategic cooperation agreement signed in January effective. Once implemented, the cooperation will enter the substantive stage
The advantages of mobile base stations will disappear
An important reason for the lack of intensity is the insufficient coverage of 4G base stations. An important part of the previous cooperation between the two parties was the co-construction and sharing of base stations, which will effectively make up for the disadvantage of insufficient coverage.
In addition, on February 16, China Unicom also announced that it would invest 24 billion yuan to build 469,000 base stations, involving 334 cities across the country.
According to the second half of 2015 released by China Unicom According to the service quality report, the overall scale of China Unicom's 4G base stations at the end of 2015 was approximately 400,000 base stations.
However, China Mobile Chairman Shang Bing also stated at MWC that China Mobile's 4G base stations will reach 140 by the end of this year. Ten thousand.
This number is similar to the number of base stations jointly shared by China Unicom and China Telecom.
However, in Fu Liang's view, this also means As China Mobile's advantage in base station coverage gradually disappears, he believes that in order to compete for more 4G users, China Telecom and China Unicom's cooperation in other fields will also achieve substantial breakthroughs this year.
According to the strategic agreement previously signed by the two parties, the cooperation content also includes promoting six-mode full network communication to become a national standard, adopting new mechanisms and market-oriented operations to carry out innovative business cooperation, and jointly carrying out international roaming business cooperation with overseas operators. .
The implementation of resource imbalance is the key
On February 23, two days after the release of January operating data, China Unicom Chairman Wang Xiaochu once again reviewed the importance of cooperation at a strategy training class for senior executives and emphasized the need to gain benefits from cooperation.
He said, Cooperation is not about seeking fame or simply signing an agreement, but about hard work, pragmatic advancement, and fruitful results.
He also emphasized that the implementation effect of cooperation is not about thinking about it, but about improving quality and efficiency. Must do.
Previous analysis pointed out that due to the long-term "Southern Telecom, North China Unicom" pattern, the contrast between the strengths and weaknesses of China Telecom and China Unicom in each province is very obvious, and the advantages and disadvantages of resources are uneven. The cooperation between local branches mayEncounter obstacles.
Xiang Ligang, a well-known communications industry observer, said in a previous interview with reporters that due to business indicators and competitive pressure, it will be difficult to implement group-level cooperation in local branches.
Handling this contradiction well is the key to the success or failure of cooperation.
However, after more than a month of deliberation, Xinjiang, Sichuan, Henan, Anhui, Guizhou and other provinces have signed cooperation agreements.
Guangdong China Unicom and Guangdong Telecom also opened the first 4G cooperation test site in Zhaoqing City on January 31.
