China Mobile is a real lie

4G came, China Mobile finally from the 3G of the recovered to slow down, the Chinese communications market has ushered in a new stage of development, but at the same time, about a single big China Mobile is not conducive to the development of communications industry voice also sounded again.

One side is being sung desperately, one side is touted alone big

In China, no other company has been able to deal with China Mobile. One side, the media desperately sing down the various innovations of China Mobile, regard the failure of its business as a triumph of media and public opinion, and regard China Mobile's performance decline as the gospel of the market, while the media is desperately fighting for China Mobile's strength, and its rivals are launching various attacks, as if they were enemies and then quickly.

Uninformed people often confused, in the end is this China Mobile is strong or decline it? Say strong, the staff income is low, the pressure is big, the performance is declining; say decline, the industry is in the strongest position, the number of users and revenue to make competitors difficult to match. So, China Mobile became everyone can scold, everyone will scold, not scold not enough civilians angry monster.

Seemingly alone, but the trend has changed radically

From the performance of these two years, China's mobile profit decline is obvious, and there is no recent change in the possibility, with the increase in the camp and 4G investment, China's mobile profits will continue to decline trend. And in contrast to this, China Unicom and the upward trend of Chinese telecom has been formed, two-phase contrast, the gap between several operators is narrowing.

In addition, China's mobile business is mainly focused on the mobile communications business, and these businesses are the main aspects of the OTT impact of internet companies, so China Mobile's large revenue-rich value-added services in the past two years have been seriously hit, SMS revenue is precarious, the traditional value-added services have been replaced by mobile internet business. In terms of business development, China Mobile is not only a big one, but is already in a weak position.

Some of them are the result of their opponents ' omission and will soon change

According to related reports, China Mobile 4G users have more than 40 million. China Mobile is really ahead of the 4G business, but this lead is achieved by huge investment and a positive development strategy, precisely because the two competitors ' omission in LTE's TDD network has led to the 4G advantage of China's move.

According to the data released by China Mobile, the number of its LTE base stations has exceeded 500,000. By contrast, Unicom, Telecom LTE, LTE-FDD base station Total is only more than 200,000. In the 4G base station construction input, the movement also far surpasses both the sum.

If you say, this 4G network alone is also worth the crusade, that is to say, good work should get to the board, is a typical punishment advanced error. To change this monolithic situation, we cannot rely on restricting China Mobile's development, but urge the other two operators to invest more and more aggressively in LTE TDD.

With the Chinese government likely to issue LTE FDD 4G licences in the near future, Unicom and China Telecom will be sure to catch up with the development of 4G network and customers, because of the industrial chain and some technical factors, China Unicom's 3g+4g strategy will have a certain impact on China's mobile 4G business. From the trend of development, the 4G era will allow three of operators to more coordinated business development, is the 3G error correction, rather than widening the gap.

The so-called alone big, just saw the mobile phone tree, but forgot the fixed net forest

We can take a look at the world's top 500 this year, China Mobile ranked fourth, China Telecom ranked more than 200, seemingly wide gap, but the real estate and revenue gap is not so big. The main reason is that China Mobile's main embodiment of the mobile phone business, and from the whole business, China's mobile fixed network has always been in an extremely weak position, and even have to give China Telecom and Chinese unicom pay traffic to buy road money.

China moved to obtain 4G license plate when also got the fixed-screen license, although after a year of exerting force, also rely on the original railcom platform, but still with two other operators have no power comparable. In the international export, IDC and so on, China Mobile is subject to competitors, directly led to its 4G network Speed Limited, customer experience damage, over time, will not be conducive to the healthy development of China's communications industry.

We also need to see, even if China Mobile 4G Base station construction soon, with the establishment and operation of the tower, the future will be to some extent conducive to China Unicom and the Chinese telecom 4G network construction, in the near future, three operators 4G gap will be significantly reduced.

The balance needs to be broken, because the balance cannot be built on the foot of the slope.

The media believe that, for Unicom, Telecom, China Mobile 4G coverage of the 3G cover of the short board, 4G development of the serious lag of unicom, Telecom, and the Chinese mobile competition balance may be broken again. This kind of thinking is too harmful, if the development of a balance is broken is the disadvantage, then we should maintain the original build on the foot of a company to develop the foundation?

We do not want China Mobile to go away in the 4G era because it is not really the gospel of the Chinese communications market. However, the refusal of China Mobile to a single large, thereby hurting the sound development of the communications industry, should not be by restricting the rapid development of the leader, not rely on the competition to make obstruct, but should be to promote and help the other two to catch up as soon as possible.

Flower is not a spring full of spring flowers. It is hoped that the relevant departments will provide support in policy, such as issuing LTE FDD licence as soon as possible, urging the rapid layout of LTE TDD Network, helping China Telecom and Unicom to raise the strength of a certain scale of financing, and achieving common development on the basis of enhancing the capability of three operators.