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This week, Guangdong Unicom and Tencent will jointly release the cooperation products "micro-trust". This is a part of the flow free of charge with the "micro-trust" function of the SIM card. In cooperation, Guangdong Unicom provides network, to ensure that "free HD movies", "Free Download the latest single", "Free high definition pictures" and other functions to achieve, and micro-letter provides "game life", "Music Walkman", "micro-credit" and other 5.0 versions of the new features.

This for Tencent micro-letter and the vast number of users, is absolutely a celebration. But for the three major operators, including China Unicom, it is a good stash of poison.

Earlier this year, Hong Kong operator PCCW Mobile (Hong Kong Telecom) and Tencent reached a partnership, launched a micro-letter free flow fee of 8 yuan monthly package. From the current spread of "micro-letter Wo" business model Look, this is the Hong Kong cooperation of the mainland version, the main flow.

PCCW Mobile and micro-letter cooperation is the result of competition. In the Hong Kong Special Administrative Region, which is only 1104 sq km, there are 17 telecom operators, big and small. It turns out that micro-credit is a representative of the advanced productivity of today's communications industry, and if you fear it affects your existing business, it is likely to work with other carriers to make your future even more miserable. So PCCW Mobile is not small, but very active in cooperation.

To see the co-operation between China Unicom and Tencent, the background is very different from that in Hong Kong. On 9.6 million sq km of land, telecom operators only have China Mobile, China Telecom and three Chinese unicom. One of the largest China Mobile recently suspended the Jego, flying chat and other business, ready to focus on the development of the user base is also a huge fly, and micro-letter contend. China Telecom and NetEase launched a "wing chat", looks like a point to explore the meaning of the Internet, coupled with telecommunications has always been the response speed, in a short period of time is unlikely and micro-letter cooperation.

As a result, China Unicom, which has made little headway in this regard, became the first operator to cooperate with the company. From the point of view of Guangdong Unicom, and micro-letter cooperation is indeed good, but also to solve some imminent problems. But it also produces toxic "side effects". Perhaps the Unicom people themselves can realize, just "enemies", first choose the poison "hide a possession".

There are one months to start school, "micro-letter Wo" The launch time selected in the summer vacation, is definitely to seize the new market, "the Cure." In Guangdong, Mobile is the absolute leader in the campus market. Unicom has the "micro-letter Wo" to join, this year's competitiveness will be greatly increased.

But a closer look at the "micro-letter" of the particularity of which the so-called "5.0 new features" is not always only to China Unicom, so really can attract users only "flow free." In some media reports also said that, including through the micro-letter to watch video and music flow are free, enough to amaze people, this will be an immeasurable burden on unicom. However, if only a simple "chat", "Circle of Friends" flow free, the package set how much the appropriate price? And what's the attraction?

Give less users to scold, give more of their own loss, this is the side effects. Unicom is essentially in the use of traffic to Exchange users, this is not worth it? Believe that the management is just holding a try mentality, so "micro-letter" Now only in Guangdong pilot, not spread out to the country.

In this direction, and then speculate on the future. If "micro-trust" quickly swallowed up the mobile and telecommunications market for young users, and "Wing chat" and "Fly a letter" is not able to afford the fools, losing ground, then the number of mobile users would have been less than China Telecom may take the lead in the "defection" micro-letter, embarked on and unicom as "traffic change users" road. As for China Mobile, has a huge number of users, even if the "flow of users" does not necessarily have to cooperate with the micro-letter, it can be all the flow subsidy into the letter business, and micro-letters "dead knock to the end."

So far, the toxic nature of "micro-trust" has become very clear to operators. Tencent micro-letter is often said to be in competition with operators, but the next competition will be shifted between operators-they are forced to put more free flow, hit their own business, but also less to make money. On the contrary, the micro-letter is out of the way--the number of users have operators fighting edge development, Zhangxiaolong and his team can spend more time to delve into the profit model.