If you want to ask me what is the most frustrating enterprise in 2014 years? I will not hesitate to tell you--operator! Battalion to increase, mobile business resale license, marketing cost pressure drop, the establishment of the Tower company, labor law amendments to implement, CCTV exposure users do not know how to customize ... A policy message, a line of negative public opinion are like a knife in the once-beautiful industry scars.
2015, the operator will usher in what kind of scenery, is heavy? Or keep the clouds open to see the moon Ming? We may as well break one by one.
4G Network Firepower
2014 was recognized as Mobile 4G year, LTE license issued by China Mobile to create a number of historical records: The history of the fastest network construction speed (700,000 4G base station in one years), the fastest pace of user development in history (80,000,004 G users a year), The largest terminal sales in history (100 million 4G terminals a year) ...
Ministry of Industry and relevant state ministries "to Time for Space" license issuance strategy so that "fast people one step" of China Mobile quickly formed a 4G development of the first advantage. According to previous industry discussions, China Mobile will have a one-year false-time, LTE FDD licensing should not be too far away. By then, the country will form three operators go hand in hand with the development of the 4G situation, the Chinese telecom and China Unicom will be unwilling to move with China Mobile in the 4G battlefield head-on confrontation, 4G network full of vitality!
Second, "to Carrier" will become the new normal
On the front page of the People's post, January 17, 2013, the article titled "China Telecom Wei Talk about telecommunications: get rid of captivity and nurture new life". "To telecom" has become China Telecom "one to two new three" strategy of an important part.
The so-called "telecommunications" refers to the 14 major trends: the renewal of ideas, broaden horizons, open up new business areas, business applications of the Internet and traffic IP, flat and distributed network architecture, business platform integration and integration, low cost of network equipment, network hardware it, standardization, virtualization, low value, The rationalization of network quality, the optimization of network cost, the change of network element structure, the cooperation of business development, the innovation of business model and the adjustment of organization structure. Now it looks like the old man's judgment is turning one by one into reality.
In the 2015, with the competition and the intensification of heterogeneous substitution, operators will be more and more deeply carry out "to carrier" from top to bottom, and this is not a "reform movement", but a "Jedi counterattack" which is related to life and death.
Third, go to someone else's place to fight
From the perspective of the development of operators, has been in the defense, never have to fight back. Whether it is micro-letter and other OTT products on the rough streaming of short MMS, or micro-mail phone to the voice business. Operators ' traditional business positions are facing an unprecedented crisis. Defense, is also the formation of inertia in the process of thinking.
However, we can see that the demand for consumer information services is richer, wider and more diverse, and the Internet players themselves are facing the crisis of marginalization and elimination. Rather than passively beaten, it is better to take the initiative. Even China Mobile, at its 2015 work meeting, also proposed to "use Internet thinking to develop internet business." "Its determination and ambition to enter the Internet market is evident.
Iv. Fusion communication, waiting for the wind to
If in the system mechanism aspect, the operator compared with the Internet Enterprise Inborn lacks, then in the business reliability as well as the industry appeal aspect, the operator still has the quite speech power. Fusion communication is created in this context.
2015, 4G Development entered the stage of full-scale popularization. The resolution of key technological processes such as volte will greatly speed up the development of converged communications. At the same time, 4G into the rapid development period after the surge will also promote the main terminal of the original (Native) fusion communication has a relatively good development opportunities. At the same time, equipment manufacturers to take 4G orders, will also fully cooperate with operators to carry out integrated communications related equipment upgrading.
In short, 2015 will be a year of crucial progress in integrating communications.
V. Holding the Iron Tower, stumbling forward
2014, the tower Company's appearance let the operator Tiger body an earthquake. The tower company, shouldering the responsibility for the reform of the communications industry, operates nationwide with unimaginable speed and executive power.
As the saying goes, everything begins hard. But the future of the tower may be more difficult. China Telecom Wang in the Guangdong investigation of a "borrow soldiers war" speech in the popular after the spread, so that the original is not a wary of China Mobile increased vigilance. Although the documents require all units to do the inventory of assets as soon as possible, but the professionals understand that this work really to do in place, difficult. It is even more difficult to give your network advantage to rivals overnight.
Because of the different position of competition, three operators and the Tower Company's expectations and attitude of cooperation are also significantly different. 2015, operator holding hand tower, can only be stumbling.
Six, the flow of money, beginning to emerge
In the third quarter of 2014, China Mobile's revenue grew 3.9% year-on-year, further lower than last year. The volume of SMS business accelerated, down 20% from a year earlier, compared with a 1.4% decline in 2013. In the traditional business accelerated shrinkage, while wireless internet traffic and wireless revenue to achieve higher innovation, year-on-year growth also lead other business development. This is probably not the case of China Mobile, the flow of traffic is becoming the first driver to increase the operator. How to make a fuss on traffic management will directly affect the future layout of the operators.
However, there is no significant breakthrough in the flow rate innovation, the amount of "scissors" will continue, the traditional flow management can not support the company's transformation and development. Simply relying on the "flow price reduction" model has been difficult to attract users, while it is difficult to maintain revenue growth. Therefore, the flow monetization will become a new tool in operators ' traffic management, which brings more possibility for traditional business model innovation. 2014, China Telecom's comprehensive platform and the flow of Chinese Unicom Bank has been tested to operate, in 2015, the largest user of China Mobile also will wade flow of money, to promote operators in the flow of new play.
Seven, large data to become present, difficult to have as
Through the large data mining and exploration two times, can provide users with heterogeneous services to enrich the flow value, to meet the deep demands of consumers and realize the flow value reengineering. It looks beautiful. Construction for many years the operators of major business platform system has formed a "big chimney", to break the island of information, Mining Data Association, in fact very difficult. Regardless of the "data transaction" and other large data into the way, even mbo three domains of internal information resources integration and reconstruction is difficult to find a lead department responsible for the implementation of the progress and difficulty can be imagined. Not to mention the use of large data, cloud service advantages, to the medical, things networking, mobile commerce and other new areas of the transfer.
2015, it looks very beautiful big data still difficult to bring about the take-off of the communications market.
Eight, digital services, to create the next "Tuyere"
Over the past few years, the subversion of Internet thinking has really changed people's production and lifestyles. The rise of digital consumers, but also to bring the information industry unlimited space. With the development of Internet mobility, mobile broadband, wideband digitalization and digital Fusion, a new generation of digital consumers is increasingly in favor of various applications and services based on mobile function at anytime.
For operators, to provide digital consumers with quality Internet experience and differentiated services based on user segmentation, and to become a digital service platform provider is a key opportunity for operator transformation.
2015, who first grabbed the digital service entrance, who entered the tuyere.
Nine, the brain drain, operators unspeakable pain
2014, is the communication operators in the internal staff turnover of a year, first virtual operators to the traditional operators of management and backbone staff to extend the olive branch, staff job-hopping to virtual business news; then the tower of the company's listing set up and stirred a pool of spring, a lot of communications operators staff flocking to the cadres.
In Beijing, Guangzhou and other first-line cities, communication operators have appeared in the large-scale turnover, once the golden, now the chicken ribs, think that people will inevitably sigh. However, in the 2015, the loss of the backbone of the operator may be more serious.
First, the operator's enormous pressure and unclear prospects have led to a gradual loss of confidence and enthusiasm among practitioners; Secondly, the amendment of the new labor Law clearly stipulates that the proportion of labor dispatching staff should not exceed 10%, which has a large number of labor operators, have to make a real "difficult choice", or a large number of "positive", Collective pay reduction, or cruel "wave", so that employees find a better home, or implement "outsourcing", reduce employment risk, but also reduce staff expectations. Third, the operator promotion channel narrow and more or less "state-owned enterprise style", let many young people initiation retreat. The contradiction between the state-owned enterprises ' mechanism system and the current market environment is more and more prominent, which makes some cadres and staffs doubt the future of the telecom operators.
2015, if operators fail to make the right choice, the loss of a large number of employees will be "the last straw to crush the camel."
To sum up, 2015, the Communications Market Gold Decade has passed, operators are facing the internal and external competition is also unprecedented fierce, operators will become the "tuyere on the Pig" or "the shoal of the ship" is not good to say, but must not be dressed in new clothes emperor.
"Gu Jia/Wen, story-book founder; micro-trust: Story Book (GFM1983)"
(Responsible editor: Mengyishan)