Domestic communications industry in 2008 after a series of significant
changes: the financial crisis, industry restructuring, 3 g investment
construction, and the 3 g licensing approaches. These seemingly
unrelated events, make the whole industry bear the pain after "change"
and new life, new environment will be different enterprises new
challenges and opportunities in the industrial chain.
China's communication industry in 2008 was an extraordinary year, not
to mention the all sectors will inevitably suffer from global financial
crisis brought about by the decline in demand, on May 24, discussion has
been a long time of the third industry telecom operators restructuring
finally settled. The telecommunications reform goal is to change the
dominance of China mobile has always been the pattern, after back
together to form a new China mobile, China unicom, China telecom three
has a national network resources and relatively comparable strength and
scale, with the whole business operation ability and the strong
competitive market competition main body, for operators to compete in
the new 3 g arena to create a fair atmosphere, also for the downstream
of related enterprises investment different formats of 3 g licences has
been clear about the camp, blowing the starting whistle.
But industry restructuring can weaken China mobile's absolute
advantage, successful support the operators of the weaker, the industry
for its final effect is mixed. Some people think that, only expect one
or two "surgery" (telecommunications restructuring) can solve the
problem of imbalance in the structure of domestic telecom, it won't
work. After the restructuring of China mobile still has about 390
million GSM users and profit of 200 million yuan or more every day, new
telecom and China unicom short-term extremely difficult to compete with
them, it is impossible to form expectations "three-pillar" posture. Even
if China mobile operating only TD, nearly 400 million the number of
users resources can still make mobile a huge advantage in 3 g era,
leading China's communications market. Another view is that, along with
the development of telecommunications restructuring new telecom and
China unicom will get fixed-line and mobile communication network
operating at the same time, in the short term will have a lot of new
business choice, China mobile's absolute competitive advantage will be
weakened gradually. Despite the viewpoints are not unified, but reflects
the operators of seating is constant, no longer strong
At present, the operator to target on the 2 g, 3 g development. In the
current financial institutions tend to lend money to a domestic policy
support under the situation of the telecom operators, operators to
increase investment in the main business, is trying to attract users
with better service. According to statistics, China mobile and China
unicom in 2008 capital spending for 71.5 billion and 20 billion
respectively, 2 g of 24 billion China telecom, China mobile's 3 g
capital spending is 30 billion yuan, the operators of 2 g investment in
2009 is expected to roughly flat with 2008, and there will be a big
leap, 3 g mobile, unicom and telecom in 55.8 billion, 50 billion and
55.8 billion respectively. 3 g network construction and 2 g network
capacity expansion, industry investment will be more than 350 billion
yuan.
Telecom operators fight, also spread to the downstream equipment
business, value-added service providers, etc. In the face of the risk of
decline in external demand, the enterprise development strategy to the
domestic industry chain, the operator under the huge investment, the
telecom industry is about to enter excitement and boom. A consensus
within the industry, behind the launch of 3 g services, operators
network assets in increasing, will have a significant positive, on
telecom equipment maker, has good prospects for the future development,
that is the case.
Outfights them combined with domestic equipment, technical and cost
advantages, under the background of global economy, the domestic and
foreign operators and will pay more attention to the price, the domestic
equipment dealer highlighted the comparative advantage, raw from its
portfolio. According to the consultancy EJL wireless latest report
"analysis in the second quarter of 2008 the global base station
contract", according to the world in the second quarter of 68 single
wireless CDMA new 12 in the contract, zte, 10 contracts CDMA (83.3%);
Duplicate nortel and huawei. By 08 in the first half of the world has
more than 220 commercial networks WCDMA/HSPA, huawei has 111 WCDMA/HSPA
contracts. 08 in the first half of the base station contract, zte won
31% of the global total, huawei won 30%, China received 61% of the
contract equipment dealer. TD phase I and phase ii bidding in China
mobile, zte, datang, huawei, putian, fire science and technology, and
many other domestic manufacturers divided up the vast majority of market
share. A significant increase in the market share of domestic
manufacturers that its market position in the domestic 3 g network
compared with 2 g
As telecom restructuring and the birth of three full-service operators,
unlimited Internet related downstream industries will face new
opportunities. SP (mobile Internet service provider) enterprise wireless
value-added business downturn situation will change, new operators will
compete for excellent SP and CP (mobile Internet content providers) and
other cooperation resources; 3 g will bring more bandwidth, creating
more excellent performance came out of the mobile terminal; Mobile phone
online game developers can also benefit from 3 g to solve the technical
problems, to explore more online applications for mobile phones. All in
all, 3 g will bring greater imagination for the telecom industry and
downstream industry space, although there are opportunities there will
be more fierce competition, but after all, bring the industry of 3 g is
the "warm wind" in the "winter", has injected new vitality.