China Mobile is expected to get broadband licence broadband market pattern is difficult to change

National Day holiday, the communications industry is not calm, the ministry is rumored to be brewing policy adjustment. The adjustment point mainly lies in two aspects: first, the lifting of the previous restrictions, allowing mobile access to the fixed broadband market, and the second is to reduce the mobile payment between Unicom and Telecom to the mobile network settlement standards. This is not groundless, in the mobile resale business (virtual operators) will become a reality, the 4G license plate will be issued and the national Broadband strategy to accelerate the impact of a variety of macro factors, the new policy adjustment is imperative, and China Mobile to obtain fixed network license is very likely. It Times reporter Qianlifu is not a simple benefit exchange from the policy may adjust the two point of view, China moved one lost: it is very likely to obtain fixed-line business licence; lost, the net settlement income that pays to China Telecom and Unicom will increase greatly. Anecdotal news said that after the adjustment, the future mobile to China Unicom and telecom settlement, will still be in accordance with past tariff standards (6 minutes/min), but the telecommunications and unicom to mobile settlement, the tariff standards will be significantly reduced to 3 minutes/minute, which will enable China Mobile to the Unicom and telecommunications network settlement between the expenditure, More than 12 billion yuan a year. Some think it is because of the loss of mobile in this area, so the competent authorities to compensate, release China Mobile into the fixed-network broadband market. The implication is that this is an exchange. However, in the communications industry veteran Liang, it is not so simple, "net settlement policy should be adjusted long ago, especially in the virtual operators are about to become a reality under the trend." At present, the network settlement is between the three major operators, which can be called the first level of settlement, and virtual operators to join, there will be two level settlement. "If it is still the current settlement standard, the virtual operator is not profitable, voice settlement should be reduced to 4 minutes/minute, SMS settlement reduced to 1-2 minutes/minute." "Liang said. China Mobile has been allowed to enter the fixed-network broadband market, which is not only a hope of Chinese mobile, to a certain extent, the promotion of national Broadband Strategy also requires China Mobile to join. According to the previously released "Broadband China" development timetable: Fiber to Households (FTTH) users 2015 years to reach 27 million, 2020 to 40 million. This is not an easy goal to achieve, and in order to ensure that the red is completed, the competent authorities should be interested in incorporating China Mobile. "At the same time, although the national cable has not been listed, nor access to fixed-network licences, but the cable companies around the company has a large number of users, such as Shanghai's cable, Beijing, China Cable, and then prohibit the Chinese mobile family is also a bit indefensible." "Liang said. The move should not be offensive. At present, China Mobile is highly likely to obtain a fixed-network broadband licence. After being licensed, will China Mobile be aggressively attacking China Telecom and Unicom in the fixed-network broadband market? In the opinion of analysts, there is little likelihood. "Fixed-line broadband service is actually a complex project, there are a lot of difficulties, not to obtain a licence will be able to do a good job." Zhigang, the communications industry, said that, like China Telecom and Unicom in the north-south market, a, although not limited, but the "telecommunications South Market Strong, Unicom North Market Strong" pattern has not changed. "The main thing is to see the will of China Mobile, the pursuit of what kind of purpose," Liang said. If China Mobile wants to "sabotage" its rival's backyard, it will naturally push its broadband business through low-cost means, which will bring great pressure on rivals, especially China Telecom. "Because China Telecom's mobile business is to a large extent rely on its broadband to promote, if the mobile force to pry into the corner of telecommunications, telecom days will be more sad." "Liang said. But for now, China Mobile should not adopt such a strategy. Xi, China Mobile's chairman, said last year that the Chinese move insists on the principle of "there is no, there is input and output in the fixed network", and said that the license will not enter the field of fixed network, will not launch a "price war". China Mobile does not launch a "price war" has its realistic consideration, on the one hand is to carry out large-scale 4G LTE construction investment, if the huge sum of money in the meager profits and long investment cycle of fixed-line broadband, China Mobile's future performance will naturally be more ugly. Moreover, the financial results of the recent quarters China Mobile, which has already lagged behind the other two operators in revenue growth and net profit growth, has had to worry about it, and foreign brokerages such as Merrill Lynch have expressed concern about it and downgraded China Mobile to a "big market". On the other hand, 4G large-scale commercial after the fixed-network broadband will have an alternative effect, "this is much more obvious than the 3G era," said Liang, China Mobile should also be concerned about this. Analysts said that China Mobile to obtain fixed-network license, more likely to enterprise users of fiber to households, public Internet interconnection and other aspects of the key investment. Background interpretation was put on the magic spell of China Mobile in 2008, the domestic telecommunications industry for the third reorganization, China Telecom to eat into the CDMA business, China Unicom and China Netcom merger, and the fixed-line operation of China railcom into China to move to become a wholly owned subsidiary. In order to balance the market pattern, to avoid China Mobile more "a single big", Ministry of Industry in 2009 issued a "No. 686 text", the provisions of mobile can only operate using T D-SCDMA Wireless Broadband access services, cable broadband services authorized railcom operation. This provision is to limit the mobile direct operation of fixed network operations. However, "article No. 686" does not explicitly mention the end of this restriction policy, which is said to end at the end of 2011, as well as the end of 2012. Now that China Mobile is expected to be allowed to enter the fixed-network broadband market, there is also news that "article No. 686" expires at the end of this year. In fact, the real bundle of China Mobile is not "No. 686 Wen", this newspaper has previously reported that in early 2009, the China Mobile Basic Telecommunications business license, issued by the Chinese mobile operating scope does not include fixed-line broadband, "No. 686 Wen" just reiterated this point. So, despite the overwhelming majority of views that "6Article 86th "has expired at the end of 2011, but China Mobile is still unable to directly operate fixed-line broadband business, but to apply to the Ministry of Industry licensing license, so that the scope of their business license to expand."