Communications Decade: "Violence" to change "thin" profit

Ten years ago, communications operations services or profiteering industry, unlike the current operator net profit only a few points, and sometimes more promotional activities, net profit is less than a point. At that time, Motorola attracted the "mobile" era just quit the historical stage, pagers in the street at the end of the common visible, but the people walking in the forefront of fashion is not on the waist of Nokia mobile phones. A mobile phone, now 100 yuan, is worth two thousand or three thousand. In the current era of the basic hardware gift, think back will feel incredible, but this is the Chinese communications industry ten years ago the true story. Operators face crises and opportunities like twins, always appearing at the same time. 2002 communication industry from analog communication technology to digital communications technology across, fixed dream Jiangshan began to sway, Nokia smell the opportunity, rapid rise, become a generation of Beikewen. By 2008, when the 3G came, Apple turned out, Samsung followed, the smartphone quickly spread, Nokia and Motorola were holding the glorious story, with the 2G era old together. 2013, the eve of 4G, who will be the next hero? Over the past decade, the telecom industry's basic operators have also undergone sweeping changes. 2008 China Telecom fourth reorganization completed, "pillars" pattern of dust settled. The ever-changing information and communication technology has more and more impact on the telecom industry's profit model, management mode and government supervision, so the government has tried to reform the telecom sector and introduce external competition. To woo users, operators are scrambling to drive down communications fees, offer more packages and subsidize smartphones. By this, operators ' net profit plummeted, and China Unicom's net profit was less than 1%. The former profiteering industry has become as thin as paper. Meanwhile, the new power of the internet is rising. Since last year, the OTT business, which has been represented by Tencent's micro-letter, is eroding the operator's cake. Through these Internet enterprise's OTT business, the user may call, the video, transmits the document. Internet enterprises in the telecom operators Couch side, Ott more like hanging in the operator's head of the Sword of Damocles, so that operators can not sleep at night. Whether next year's upcoming virtual operators will depress operators ' profits again is unknown. Mobile phone "shotgun to Cannon" 3G era brought about by the high speed, completely changed the use of mobile phones, touch screen of the birth, more people to the time from the PC gradually transferred to the phone. The screen of the mobile phone is also getting bigger and larger, blurring the line with PC. When the 2G was used to Nokia's 1-inch screen, when Apple suddenly exhibited an iphone with a 3.5-inch screen, people screamed "how big". When Samsung launched the Galaxy S1 4-inch screen, people say "too big", when the Samsung 4.3-inch screen comes out, people say, "The pocket is completely out of the bag," and by the time this year almost all of the Android high-end machines have 5-inch screens, people say "great". At the same time, the configuration of the intelligent machine is more and more high, single core, dual core to four core; the price is also constantly being pulled down, the smart machine has entered theEra。 The big screen allows sharp internet companies to see potential and opportunities. In the 2G era, internet companies that made software were scrambling to start a mobile business. Google has been developing its mobile operating system since its acquisition of Android in 2005. 2008 launched the first Google mobile phone. By the third quarter of this year, Android handsets accounted for more than 80% of the world's market share. Millet Company is a 2010 set up, the end of 2011 launched the first mobile phone small companies, to 2013 in China shipments unexpectedly surpass Apple, ranked sixth. PC hegemony Microsoft's brilliant plan to replicate PCs on mobile phones is clearly not achievable, and Microsoft has to start from scratch and follow Apple's path of soft and hard integration. 2G running into the 4g2002 years, the communications industry has entered a period of great change. Analog communication Network is replaced by digital communication network, the 2G era is coming. The former brick-like mobile phone quit the stage, the function machine began to shine. Nokia, Motorola, Panasonic, Sony, Siemens, including backgammon, Changhong and other domestic brands in the functional machine market is competing against. However, the 2G era is ultimately owned by Nokia. Since 1996, Nokia has been the first in mobile phone market share for 15 consecutive years. 2003, Nokia 1100 in the world has accumulated 200 million units, Nokia mobile phone shipments in 2009 about 430 million, accounting for global mobile phone sales of 35%. 2009 changes occur again, 3G comes, China 3G license issued. Accompanied by the 3G is the Apple led smartphone craze. In the 3G era, mobile phones are no longer just phone calls, texting, people want to use mobile phone online, play games, social, and even office, stocks and so on. In 2011, research data showed that people spend more time on mobile apps than on PC browsers, and smartphones have replaced PCs as the hottest personal consumer electronics terminals. In the 3G era, the war between operators was also ignited. In order to win more customers, three operators have lowered tariffs, and to subsidize the smartphone, consumers and operators to sign contracts, commitment to spend a few years a certain amount of money, you can free to take away the price of thousands of yuan of high-end smartphones, including Apple and Samsung and other manufacturers of the latest flagship mobile phones. And operators are more favorable than the other. This is unthinkable in the 2G era. In the 3G era, broadband competition among telecom operators was also opened. Community broadband constantly speed up, from the same year's ADSL internet, into fiber optic Internet, speed from a few K per second, into dozens of m per second, or even to hundred m. The cost of the user is hundreds of yuan a month, to now hundreds of yuan per year. Today, Beijing's users often receive Unicom SMS ads, 20M broadband only 40 yuan a month, but also free of charge IPTV, large screen mobile phones and 3G traffic. In the 2013, there is a change coming. By the end of this year, 4G licences will be issued and China is entering the 4G era. Mobile internet speed will be increased to at least 40M per second. The further promotion of Internet speed will bring about the subversion of the communications industry, wait and see. New BeijingNewspaper reporter Lin Chiling key memory of the decline of Nokia when Nokia immersed in 2G brilliant, 2007 Apple iphone turned out. Nokia apparently did not expect the mobile phone industry to be revolutionized by the lack of a keyboard. Mr Jobs's "redefinition of the phone" was quickly affirmed by the world. Nokia's first position in the handset market for 15 consecutive years was terminated. In September this year, Nokia priced 7.2 billion dollars to marry Microsoft. The purchase price is less than half the market value. After 2007 years of Apple's peak, Apple's growth soared and its share price sat on helicopters. Its share price topped 700 dollars in 2012. While Apple's iphone is still the most lucrative smartphone, the followers of Samsung are looming. Third-party research companies show that Samsung smartphone sales were twice times higher than Apple's in the third quarter of this year. Apple's current CEO, Cook believes, is at its peak. Apple's own earnings show that Apple has just peaked and is on the downhill path. In the last seven quarters, Apple's revenue growth has slipped from 73% to 1% in the third quarter. Apple's first net profit fell Year-on-year in 10 years in the second quarter, down 18% and 22% per cent year-on-year in the past two quarters. Apple's latest quarterly survey showed Apple's revenue fell 9% year-on-year. The opportunity of domestic machine Lenovo mobile phone to start with the Thousand Yuan machine, its own in the PC market scale advantage theory transplanted to the mobile phone market. With its channel advantages and unique advantages in the Chinese market, Lenovo is quick to stand on the mobile phone market. In the second quarter of this year, Lenovo ranked third in the global smartphone market, after Samsung and Apple. In the Chinese market, after Samsung, ranked second. This achievement is not easy. However, Lenovo as the representative of the Chinese mobile phone companies, the pain point is also very clear, is a meager profit. Therefore, this year, including Lenovo, ZTE, Huawei and other Chinese mobile phone companies, have entered the executive market, the introduction of high-end smartphones, and rushed to invite international sports superstar endorsement products.