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Yesterday, I sent an article, "2014 China Internet Top Ten News Forecast", the 2014 likely to happen in the Internet hot News made an advance forecast. Unexpectedly, in the past less than 24 hours, my forecast article eighth "The People's capital even the foreign capital actually enters the telecommunication domain" to become the reality.
26th 4 o'clock in the afternoon, I was about to enter the Babaoshan subway station, mobile phone micro-letter Doodle thought twice, open Tencent news to see "Ministry of 11 companies issued a virtual operator license plate" A news, an instant excited almost tears, many years of hope once realize. According to official documents show that the first batch of pilot approval of the enterprise has my article in the prediction of Alibaba (million nets is Ali's subsidiary) and Beijing-East and other enterprises.
Over the past few years, I have written repeatedly called on the state to open the limits of the telecommunications industry as soon as possible, to end the monopoly of the three major operators, the maximum allowed private enterprises or even foreign companies to enter this field, to participate in the market competition, today finally come true. In essence, I think that open communications restrictions are far more important than the issuance of 4G licences, which should be recorded in the history of December 26, 2013.
It may be that the concept of virtual operator licensing is difficult for ordinary consumers to understand, in 26th after the Ministry of Industry issued virtual operator license, the official also made a 8 interpretation of the issuance of the license, but because the use of communications services, most of the 1.2 billion users, the majority of the non-science and technology practitioners, It is still difficult to understand the official interpretation, today, I will try to explain the significance of this license issue and the actual changes to us in the tone of an ordinary consumer, and of course the following explanations represent only my own opinion, and if there are errors, the experts in the communications industry are welcome to comment ( My email address is dingds#sootoo.com please replace # with @.
What exactly is a virtual operator?
On Wikipedia, that explains "virtual operators, refers to a certain kind of ability (such as technical capacity, equipment supply capacity, market capacity, etc.), and telecommunications operators in a certain business or a number of business partnerships to form a partnership, telecom operators according to a certain proportion of profit, Give the business to virtual operators to develop ". To say that the simple point, we take Tencent for example, after the Tencent to get this license, you can do what China Mobile now do. Our QQ number even directly as a mobile phone number to use, call to send text messages. Tencent may also be operating all over the country Tencent Mobile Business hall, handling all kinds of businesses.
Will the future communication charges rise?
According to the current provisions, Ali and Jingdong, even if the virtual operator, playing a similar "intermediary" role, the current must also be in the mobile telecommunications network based on the relevant work. So many people will ask, "After that, Ali and jingdong These enterprises communication services will be more expensive?" I want to say is, overall once a market open, the tariff reduction is inevitable, even using Ali's phone card, you can send free text messages, free roaming fee, Call fees and flow rates are not particularly high. And Ali will introduce some measures to send you traffic and phone calls, for example, you pulled 100 friends opened the contacts, so Ali every month to send you 10 g traffic is no problem; you one months with the mobile phone Alipay for 10,000 yuan transfer, Ali will send you 20 hours of video traffic or 2 hours of free calls. Plainly, Ali Tencent and other enterprises will introduce different policies to promote their strategic products or services. In other words, private enterprises do operators, more flexible, users can freely choose the tariff package, and not just cheap tariff package, so that everyone understand it?
What is the significance of private enterprises entering the communication industry?
Between 26th 4 o'clock in the afternoon and 8 o'clock, constantly have the media to call on this matter interview me, see the industry's expectations of this matter, and many of the media asked me a question "private enterprises into the field of communications in the end what the meaning of", just with the help of this article I will interpret and answer. To be honest, the question is too wide and too broad to answer, simply speaking, in the previous three major operators to provide what kind of service, you have to be forced to use what kind of service, they are the clients you are miss. And later, you have a greater autonomy to choose the right, feel that China Mobile's package price and service is not good, you can use the Beijing-East offer of the package, to Jingdong uncomfortable, you can choose Tencent or Ali, in short, choose the right in your hands, so you are the client they became a lady. In other words, the release of this approval, the consumer completed by the grandson to the big ye role change.
What is the foreign communication market like?
It can be said that, in addition to China, the world's first-line national communications market is open, the original allows private enterprises to enter. Both the United States and Europe, or Japan and South Korea, and even Taiwan communications are open to private enterprises. We often laugh at India's third backwardness, but there are more than 100 operators, what about us? In some of the domestic forum bar we can often see netizens to China's three major operators of tariffs and services dissatisfaction, which is a big reason is to take the United States Hong Kong, Japan, etc. to do the reference. I believe that a few years later, American consumers will spit ATT and SoftBank are garbage carriers, the reason is that compared with China, the Chinese Internet companies using free strategy to access users, will rewrite the Chinese communications industry order, will redefine the global communication pattern, then we will become the world's envy of the typical.
Can foreign capital enter China's communications market?
Many friends who often read my article know that I have not previously called on the communications market to open restrictions on Chinese private enterprises, I also called for restrictions on foreign investment also liberalized, allowing foreign companies in China to carry out the relevant business. I'm not a traitor, I hate worshipping, and the idea is to improve the competitiveness of our communications industry as a whole. A simple example: There are a group of sheep in the forest, with the passage of time, the sheep gradually lazy, a batch of dead, many sheep eat grass to eat all can not move, so the sheep will be finished sooner or later. The solution is actually very simple, is to put a wolf in the forest, the wolf to eat after the sheep, the sheep need to continue to run constantly growing to deal with the threat of wolves, but ultimately to ensure the healthy breeding of sheep, the sheep are eaten by some do not think aggressive and infirm sheep. The other advantage of this is that if the three operators fail in a market-oriented competition, then we should be happy, because it shows that our consumers will get better service and enjoy God-like treatment.
2014-year revenue growth in three major carriers will fall sharply
Here in advance congratulations to the next three operators in 2014, the decline in revenue growth. In 2014, if mobile Unicom still had the same "daily gain 300 million" news as usual, it would be a sign that our history was going backwards, and I'm sure that would never happen again. In my opinion, communication and utilities are the same as basic services, if a country's basic services-related enterprises ' annual profits are growing sharply, this has to say is a country's sorrow and failure, is the reflection of the country's communications industry backwardness. I believe that in the private enterprises involved in the communications industry, the industry's profiteering era will be completely terminated, 2014 is a node.
When can we consumers use the services of private enterprises?
For a long time, we have to put things into practice, China now has more than 1.2 billion of mobile phone users, the 1.2 billion users most want to ask is: Do not talk about the useless, when in the end we can use the communication services of private enterprises? This question is actually very good answer, as the saying goes, "flood discharge", the gate has been opened, The flood of Nature will soon be released. The advertising language of the TV shopping says is "Everybody computer and the mobile phone screen front friend, does not have to wait for eight or nine years, also does not have to wait for two or three years, only 35 months, the value 999 yuan Jingdong correspondence Package free take home, free call, free text message, all does not have the money." On the day of the 11 anniversary of the Beijing east, the top 100 subscribers we have to send a carton of tomatoes, and so what to do quickly hit your keyboard and screen order it. ”
The benefit of the people's capital entering the communication field is more than the disadvantage
There is a problem has been bothering everyone, although this problem and everyone a dime of the relationship is not, the problem is "private enterprises come in, the three operators to do AH." Before I answer this question, I will elaborate on one of my views: most businesses do not die in market competition, but die in the internal problems of the ego. In other words, for the three major operators, some of the internal problems (corruption, factional infighting, bloated institutions, etc.) than the external pressure of the market is actually greater, more need to solve. Therefore, Ali Jingdong involved in the communications industry in the long run, the impact on the three operators more than the disadvantages, because under the impact of Ali will be "forced" commercial banks to reform themselves. Traditional commercial Bank after years of development, although many problems, but because unwilling to bear the risk of reform and stand still, their own initiative to change is not likely, must be through external forces to stimulate its reform potential. Obviously, through Ali and Beijing-east and other enterprises into the Bureau, the three major operators under the competitive pressure will also be internal reform, enhance their competitiveness. In this way, private enterprises instead of helping operators. (The author of this paper is the dean of Dingdao Shiweibo: Dingdao)