Traditional business has been moved by Internet impact operators to wireless

On Christmas Eve, the number of countries and regions around the world has declined, and consumers are moving from texting to social media, e-mail and IP information systems, according to Forbes magazine's online version. With the rise of various Internet Information Services, SMS services, which originally contributed a lot of profits to operators, are under threat.

Carrier text information revenue declines

Text messages, such as messages that shine during festivals, have taken up a large part of the carrier's income and are now in a twilight. In the recent Christmas, New Year's Day and other important festivals, domestic and foreign SMS business has been a sharp decline.

The number of messages sent by Finnish wireless operator Sonera on Christmas Eve in 2011 was reported to be 8.5 million, a sharp decline from 10.9 million in the previous year. The volume of text messages in Hong Kong has also fallen sharply, by as much as 14%. "Ambitious new communications programs and more facebook/from Apple and Google," Terro Quinandi Tero Kuittinen, a senior analyst at analyst MGI Research, said recently. Twitter support Services could be a big threat to operators ' revenue growth in the next year or two – 20% of the profits from operators come from text messages. ”

This trend is reflected in the amount of Chinese text messages sent during the Lunar New Year. In 2007, the number of per capita text messages reached 1180 peaks, followed by a decline in the year to 2010 of 1027.

Traditional business is eaten by the internet

With the rise of various kinds of Internet Information services, terminal operators, internet companies and so on rushed to launch information services products. 2011, Internet manufacturers, terminal manufacturers, software vendors have been involved in the field of instant communications, such as microblogging and other social networking sites are also popular, gradually changing people's communication behavior patterns. Combined with the large-scale popularization of intelligent terminals, it provides the hardware foundation and more diversified information and communication applications. More and more users are starting to use cheap products like IMessenger, BlackBerry Messenger and Facebook Mobile Information services.

October 19, 2010, the United States Kikmessenger cross-platform chat software officially landed AppStore and Androidmarket. By installing this software, users can send information to the contact person in the phone's address book without paying the carrier's information fee.

Then the Chinese market various "letters" (Letters, friends, etc.) and a variety of "chat" (rice chat, chat, etc.) software has come out. This kind of software is based on phone address book to generate contact directory, and in WiFi and 3G network to provide users with free voice communications, so that virtual social network directly with the real life circle overlap. It is understood that the use of both sides only need to install software, you can make phone contacts to generate friends list. Users can use the software to voice messages to friends, you can send dynamic pictures, online voice chat, can also send emoticons and videos ... A wide variety of applications, allowing these software to quickly assemble a large number of users. This undoubtedly gives operators the traditional voice and short/MMS business a punch.

In addition, according to the current tariff policy of the three domestic operators, the SMS Service Tariff standard is 0.1 yuan/article, the traffic cost is generally 0.3 yuan/M, through the transmission of text messages, 1M traffic can send at least 30 or more, that is, each plain text information costs up to 0.01 yuan, the cost gap between the two is obvious. Visible in the mobile Internet era free mode advantages, communication costs significantly reduced. The message service, which originally contributed a lot of profits to the operators, is under threat, potentially becoming an alternative to the Internet, which may be eroded by internet companies. At this point, the operators have to urgently.

Transforming to Data Services

In addition to the carrier's traditional voice, SMS business impact, mobile IM to the carrier data business potential threat is not to be underestimated. When mobile IM becomes the portal of the user mobile Internet, it can load other applications, such as reading, video, etc., which will also pose further threats to operators ' mobile phone reading, mobile TV and other services.

A recent report by Ericsson shows that mobile data traffic will grow by 10 times times during 2011-2016, with mobile broadband subscribers increasing at 60% per cent a year, with an expected increase from 900 million in 2011 to nearly 5 billion in 2016. By 2016, users who accounted for 1% of the Earth's surface would generate nearly 60% of mobile traffic.

In today's era of surging traffic and changing industrial chain of mobile Internet, operators urgently need to transform from voice service to data service. In the search for new economic growth points in the mobile Internet, operators are also actively seeking to transform their businesses.

At present, China's three major operators have been involved in the field of IM, which is the breakthrough in its search for its own positioning and operation mode. First, the deep integration of mobile internet and communications requires operators to provide users with a richer and more convenient communication experience while looking for new growth points in their business. Secondly, more consideration should be given to how to strengthen the ability of the network itself, which is the main competitive asset of the operators.

SMS "Golden Age" has been or is becoming the past, operators urgently need to transfer the value of traditional messaging services to data services, while maintaining the smooth growth of SMS services and application development, enhanced intelligent pipeline and heterogeneous network will become the natural choice of operators.

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"Editor: Yangyang TEL: (010) 68476606"

Original: Traditional business by the Internet shock operators to the wireless return to the network channel home

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Traditional business has been moved by Internet impact operators to wireless