How much does a virtual operator push the door of a monopoly?

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By letter Sea Light Micro World (micro-letter search plus friends)

December 26, the Ministry of Industry officially issued the first batch of virtual operator licences, a total of 11 enterprises to obtain licences. Respectively is the telephone world, sharing online, million nets, music language communication, China Xiang Lian Xin, Tian Yin, Jing-dong, northern latitude, Zhejiang repeatedly, di-shun and bus online.

Since May 17 this year, the Ministry of Industry and Industry issued a circular on the launch of mobile communications business pilot work, the virtual operator has become the focus of China's communications sector has more than half a year, this time the dust settles, issued the first batch of licences, with a landmark significance, Because it means that private capital can finally participate in the long-term monopoly of the telecommunications industry competition, help to promote the reform and upgrading of the telecommunications industry, to stimulate the competitive vitality of the telecom market, and contribute to the further prosperity of the information and communication market.

Moreover, the meaning of the birth of virtual operators is not stop in the telecom industry, it is the private capital to strive for market fair competition status of a great progress. The private enterprise obtains the virtual operator license plate to belong to "the Non-public 36" The breaking ice part, is "allows the Non-public capital to enter the monopoly profession and the domain", "encourages the private capital to enter the basic telecommunication Operation market by the participation method." To support the private capital to carry out value-added telecommunications services. The plenary also proposed to further eliminate various forms of administrative monopoly. After obtaining the licence, the private capital will be able to enter the telecommunication industry most core domain.

The so-called core area, refers to the virtual operators in the hands of the telecom giants to buy mobile communications services, can be operated by its own brand, including mobile voice and other mobile communications business, such as Beijing East, after acquiring a licence on the ambitious claim to the user to launch its own phone set, flow packages and the exclusive number of sections, To build its own telecommunications business, and in 5 years strive to become China's fourth largest operator.

The significance of the licensing of virtual operators is significant, the vision of Jingdong is very good, but at least in the short term, China's virtual operators have a lot to do, still need to go a long way.

The original monopoly of telecoms giants will not be happy to see the virtual operators grow up enough to threaten their market position. Even if they are forced to accept the presence of virtual operators, they are the sellers of basic telecommunications networks and the power to choose partners, despite the fact that they have been compelled to embrace them. In reality, the same is true, the first batch of 11 companies are their original relationship with good partners, and lack of strong intruders.

Since the domestic private enterprises listed in advance, the proportion of foreign equity is above 10% can not be eligible for application, the Chinese market is the most powerful, most likely to innovate business impact of the three major operators Tencent, Baidu and other foreign capital accounted for a larger than the local Internet companies can not directly become virtual operators, There is no internet giant involved in market gaming, and there is not enough innovative business to make the expectations of virtual operators a big discount.

As we all know, in the Chinese market, the OTT service provided by the micro-letter has actually brought telecom competition to a higher level, but the telecoms giant will certainly not allow Tencent to become a virtual operator.

Another big problem for virtual operators is that they appear too late in China to miss the best development period. Judging from the current global record, most of the virtual operators are not successful, even in the more open telecommunications market in Europe and North America and other developed regions, the market size of virtual operators in the overall market share is not 7%~10%, and then catch up with the internet tide, even operators are increasingly pipeline, layoffs, losses become the normal , SMS, voice business are shrinking, virtual operators such as "wholesalers" How much margin is really difficult to say.

Therefore, if the future, like the early foreign virtual operators, the business based on mobile services profiteering or simply launched a price war, such enterprises must have no future. The future of China's virtual operators lies in innovation, business innovation, marketing innovation, service innovation, only in this way, it is possible to deus around the Giants, to create a world of their own.

Editorial of the Beijing News today