2015, more than 40 virtual operators who will eventually survive?

Recently, the internet giant Google has been exposed to mobile communications resale, to the profitability of the domestic virtual operators to regain the "chicken blood". With the market differentiation intensified, by the end of 2015 mobile resale pilot period ended, more than 40 virtual operators who will eventually survive? It is clear that 2015 will be the year of death.

Value in the communication entrance

It is reported that Google has been with T and Sprint two major operators to achieve cooperation, wholesale purchase mobile phone calls and data network services, the project has been in the test, is expected to be online this year. Google has been involved in the field of virtual operators, mainly in the eyes of its communications portal of the greatest value.

A person close to Baidu told Beijing Commercial news reporter, Baidu although not in the Ministry of Industry issued five batch of virtual operators, but the future does not rule out the way to invest or mergers and acquisitions access to communications, which is the Internet Enterprise Layout smart home, car networking and other things are very important.

In addition to Baidu, the internet giant Bat's other two-Tencent and Alibaba, both indirectly or directly obtained the virtual operator license. Among them, Tencent has its own micro-letter, mobile phone QQ two killer mobile internet portal, its investment in Beijing East has been a virtual operator, and Alibaba to its million-net company to apply for this license.

Not long ago, the Internet service provider century Internet access to the virtual operator license soon after the acquisition of the Lei Department of Jinshan Software, Millet and Temasek up to 296 million U.S. dollars in the stock subscription.

It is not difficult to see that the whole industry chain layout of the internet giant began to different degrees of attention to the virtual operator business, the industry expects that in the second half of this year, there will be large-scale capital changes in this area, some virtual operators may enter the giant or venture to the discernment, and virtual operators between the annexation or holding group may also appear.

The army has split up.

By the end of 2014, the Ministry of Industry to accept mobile Resale pilot application window closed, has five batches of 42 private enterprises have been licensed virtual operators, covering communications, finance, clothing, home appliances, logistics, media, aviation and other industries.

Since the latter two batches of time is still relatively short, Beijing commercial newspaper reporter to the first three batch of virtual operators combed, found that the virtual operator Army has been in the same starting line, but in the business progress began to appear differentiation. A kind of snail mobile, Jingdong, Suning, Ali, sharing online and so on as the representative, in the existing business based on the increase of the communications portal, that is, the sale of 170th card, the introduction of traffic is not clear 0, can be donated, gift charges and other micro-innovative business types. The second type is a part of virtual operators through the license to achieve the operation of the capital level, the typical representative is DI-letter, music language, far-special communications. There are more virtual operators, the business has not seen progress, belong to the virtual operators in the "silent" faction, and some still do support systems and platform building preparation, and some budding retreat, plan to give up.

This year will be life and death

Virtual operator Industry Alliance Secretary-General Shong that by the end of the 2015 pilot period, some virtual operators or out of their own initiative, or under the pressure of survival forced out, or to find a good buyer. Among them, those in the Internet giants in the camp of the virtual operators because of the gold master help, survival pressure is relatively small, and as the internet giant's strategic layout of the field, it is likely to stay.

As we all know, virtual operators because of the lack of core network, relying on the wholesale business from the basic operators to resell, has been unable to get rid of the "zero upside down" problem, the development of a user is actually losing money, and virtual operators have yet to find effective cross-subsidization business model. From this point of view, the pilot end of less than a year, the virtual operators want to finally stay, it must be in the subdivision area to find possible revenue points, gather the user scale.

Experts pointed out that, from the experience of foreign development, virtual operators can not be in the mass consumer market and basic operators head-on, but should be good at the subdivision of the industry to integrate communications business into their main business, to the communication portal as the main business complement, and to achieve business model innovation, to survive this year's life and death test.

Beijing business Newspaper reporter Wu Chenguang Chizhongfang

Five batch of Virtual operator License list issued by Ministry of Business

December 26, 2013

Audio communication, repeatedly science and technology, music language, China Xiang Lian Xin, Beijing-east, north latitude communication, million net Zhi (Alibaba), Di-Tong, sharing online, phone world, bus online

January 29, 2014

Gome, Suning, Eschde, 35 interconnection, Suzhou snail, medium-term group, Changjiang era, far-special communication

August 25, 2014

Everest information, ZTE, Ufida, Chinese postal century, Century interconnection, Silver Shing Electronics

November 21, 2014

Red Bean Group, Star Beauty, Unity Information (Youku), Qingdao Day Shun (Haier), green cow software, millet technology, Zhengzhou Jie (Foxconn), 263 network

December 18, 2014

Hainan HNA, Lenovo FM, Guangdong Evergrande and Communications, Qingdao Fung Letter Communications (Hisense), Phoenix, Shenzhen Ping An communication, people's livelihood E-commerce, Dr. Peng