Datang Telecom President Cao Bin interpretation of reorganization: layout core End Cloud exerting four business

Now, looking at the development trend of the global information and communication industry, the traditional voice as the representative of the communications industry, is to integrate it, media and traditional industries, the development of large communications category, the concept of the whole business operation has been upgraded to a multi-level architecture synergy, mobile Internet and IoT represents the trend of information and communication industry.

With the development trend of the information and communication industry, the telecom equipment market tends to be meager profit, relying on providing the system and equipment to realize the profit day will gradually go away, the telecommunication equipment business must seek the suitable cut-in point, realizes the enterprise transformation. As China's independent intellectual property rights of the information industry, High-tech Backbone Enterprises, Datang Telecom Technology Co., Ltd. (stock code 600198 under the "Datang Telecom") The latest strategic adjustment and reorganization of assets has aroused widespread concern in the industry.

Then, after the strategic adjustment and asset reorganization, Datang Telecom Strategic development direction and its positioning will be changed? What adjustments will be assigned to the main business sector? How will the reorganization affect its future operating performance? In this respect, Datang Telecom Chairman and President Cao Bin in the interview with C114 for our detailed interpretation.

Industrial integration makes strategic transformation inevitable

According to C114 understand, in this strategic adjustment and asset restructuring, Datang Telecom is mainly engaged in microelectronics, software, terminals, access, communications applications and services in the field of product development and sales. However, with the rapid development of telecommunications industry worldwide, the increasingly competitive telecommunications market, coupled with the rapid development of telecommunications technology, telecommunications equipment market gradually tends to meager profit, relying solely on the provision of systems, equipment has been unable to meet the profitability of equipment manufacturers.

Datang Telecom also deeply felt the great impact of industrial change. Cao Bin recalls: "Since 2002, Datang Telecom's profits have dropped sharply and began to lose money gradually, and by 2005-2006, Datang Telecom has entered the most difficult period." Thus, from 2006 onwards, Datang Telecom began brewing adjustment. During the establishment of many companies, as long as a little profitability will try to develop, no profitability and not in line with industry development direction of the industry will be abandoned. ”

And it was from 2006 onwards, Datang Telecom has established a corporate vision of "becoming a leading professional information product and service provider," transforming from technology and equipment providers to service and solution providers, from the core network domain to the client domain, from providing a single product to providing a complete solution.

"Relying on the advantages of traditional industries, Datang Telecom in the smart card integrated circuit design, terminal design and industry information in the field of successful layout, but in the field of mobile Internet development needs to be further expanded." Cao Bin pointed out that after entering the "Twelve-Five", the mobile communication field is experiencing the evolution from 3G to 4G technology, and the industry's deep integration and cooperative development have become the trend.

In the face of the new situation and the new stage of development, Datang Telecom developed a collaborative development strategy from chip design, software service, terminal design to mobile Internet, and further improved the strategic layout in the fields of mobile Internet, chip design and other industries.

Layout "core, End, cloud": Determine the four main business

After defining the direction of transition, Datang Telecom has positioned itself as a "comprehensive and leading solution and service provider for the segment industry". Cao Bin said that Datang Telecom will be from "core, end, cloud" several aspects of strategic layout, to create "efficient collaborative research and development" as the core of the new development model, practice from "Made in China" to "create in China" industrial development model. After the reorganization, Datang Telecom will be clearly "chip design, software services, terminal design, mobile internet and other emerging industries" as the four main business. Among them, the chip design and terminal design are the key business sectors involved in the reorganization, in the future development of the company will be in an important strategic position.

Cao Bin further points out that in the field of chip design, Datang Telecom will focus on the continuous strengthening of terminal chip and smart card chip design and business capability, and strive to develop the core competence of chip design, product innovation and program integration to ensure the core business ratio; At the same time, to mobile Internet terminal chip, financial IC card, Mobile payment products for the breakthrough, the formation of chip design as the core, to mobile phone chips, financial cards, electronic card, non-card business solutions, such as a number of business for the effective support of the product system, and expand the chip design field of emerging industries.

In the area of software and services, Datang Telecom will be the object-oriented networking, mobile internet, the pan-intelligent fusion architecture for long-term evolution, based on cloud computing PAAs software and software middleware platform, with IT services and business consulting for upgrading, to create end-to-end capabilities.

In the field of terminal design, Datang Telecom will speed up the strategic layout of intelligent terminals, strengthen the collaborative integration with chips, software and new industries, to better user experience and create more value for customers for development goals, for domestic and international markets, timely expansion of scale, perfect layout.

In the mobile internet and other emerging industries, Datang Telecom will be demand-oriented, operation as the goal, platform as the core, service as the means, "service perfect" and "User promotion" mutual promotion, "channel expansion" and "industrial layout" coordinated support, with "public service-oriented content integration" and "industry synergy operation-oriented resource integration "Collaborative layout. Promote the integrated development of "application integration capability + large-scale application deployment support capability + Platform Architecture technical Capability + Intelligent Terminal system capability" to improve industrial layout.

From the perspective of income generation, Cao Bin that "the company is currently the first terminal design, the second is software and services; The third is the chip design, and the other is mobile internet." At the same time, we expect the chip design is relatively large, in addition, in the terminal area, Datang Telecom will not compete with the traditional terminal enterprises, but focus on the design and development of terminals. ”

(Responsible editor: The good of the Legacy)