The internet is here, where the operator's axe is cut.

Mobile internet drama kicked off, the big and small internet companies you sang my debut, a moment of no other. At the same time, the operator dragged the lonely figure was squeezed to the edge of the stage, leaving only the lofty ambition and the present sigh.

With the acceleration of the Internet and telecommunications services, OTT business (over the top, refers to internet companies across the operator, the development of various applications based on open Internet) the substitution effect of rapid fermentation, and gradually spread from value-added services to short MMS, voice and other basic business, The disruptive impact of the original business model of telecommunications business. Operators of voice and short MMS revenue decline, total profit and profit margins have become a trend, the flow of operation became the last straw, industry on operators will degenerate into a "dumb pipe" of the prophecy.

In the face of sudden change, domestic and foreign operators to deal with the general axes: one is to increase the 3G, 4G network infrastructure investment, for the good flow of business and benefit of high-speed network, but high-speed network like others do wedding clothes, accelerated the voice and other traditional business substitution, And the value is not fully excavated flow management is not enough to support the collapse of the big half of the sky; the second is the large-scale compression of costs, from the management costs to the market costs to human costs, but the reduction of the cost of the competition in the lack of resources and brain drain; third, to build Internet products, or wholly-owned or leading or acquisition or equity participation, But none of them want to integrate the Internet products with the traditional business, and the development, decision-making, operation, incentive mechanism of acclimatized and product attributes of the Chisel 枘 not to vote and lead to such efforts ineffective.

This axes is the operator in the face of industrial impact of the stress response, because the impact of the way, the strength and their own situation in the combination of different, in the short term may be appropriate to postpone the performance decline, in the long run did not find a panacea for the downturn. Objectively speaking, axes actually all cut the right position, but did not form a routine, lack as the overall transformation strategy of the system, coordination and differentiation, neither enough to avoid weaknesses, nor to echo the ICT industry (information and communication technology industry) revolution expectations.

So in the new industrial structure, the Internet product and the operator's product is not a simple substitution and replaced the relationship? How will the future ICT industry be integrated and divided? Do operators still have opportunities and advantages in the new ICT revolution? Traffic management era operators are not difficult to get rid of the fate of the pipeline? What dimension should the operator's transition strategy achieve?

These questions are intertwined and profoundly complex, and you want to hear us start talking tomorrow.