In the first quarter, the total number of SMS sent in China increased by 0.5%

In the first quarter of our country, although the total number of SMS sent up 0.5%, but the elimination of mass text messages, the average user to use the point to Point message volume fell 10.9%, the monthly point to point text message volume fell 11.2%. And in the first quarter of the April 22 released quarterly earnings data, Quarterly total call length of 1.0375 trillion minutes, down 3.06%. Micro-letters and other products for the carrier business impact has been clear, so for operators to counter Tencent has no delay. Although the desktop operators and Tencent mutually called "fish", but the operator has been soberly aware of the threat from Tencent, Couch on the side of people will not allow others to snore sleep, not to mention snoring sleep also to leather their own lives. A Chinese telecom base in a private chat with Sohu It said: Operators and Tencent's future game is a life-and-death.

A Turtle and Rabbit race game

In addition to China Unicom, two other operators have begun to retaliate.

The first step in the mobile counterattack is to reconstruct its flying letter, in mid-April, Mobile issued a tender announcement, the formal launch of the Flying letter Technical service provider's tender work. China Mobile will fly flying technology services divided into four parts, respectively, "flying letter Business Basic Services sub-project", "Flying Letter business Wireless product sub-project", "Flying letter business classmate" and "flying Letter business Public Service sub-project", four subprojects total investment of 638 million yuan. Such a project will completely change the previous six years by the Shenzhou Tai Yue-flying technology services. This can be interpreted as a mobile attempt to liberate the flying letter in the operating system, thus conducive to the future development of flying letter.

China Telecom in March has spread the wing letter products and will be in cooperation with NetEase to promote the message of the wing letter, although after the telecommunications official rumor, but from the internal news, wing letter is just a smoke from telecommunications, China Telecom is indeed based on its wing chat products in building a heavyweight products to fight the micro-letter, Sohu It has received the test version of this product from unofficial channels, compared to the previous wing chat, this product in the user experience has been very obvious progress, has been freed from the previous wing chat on the strong carrier product thinking, is a complete Internet thinking products.

Operators and Tencent and other Internet enterprises between the game is more like a tortoise and rabbit race game, more than 10 years ago operators are proud of the rabbit, the slightest Tencent and so on. China Telecom's internal circulation has two things most to the telecom heartache: The first is China Telecom rejected the acquisition of Tencent; the second is the year China Telecom 1 million investment in MA but because he complained that Ma Yun spend too fast to break up (but certainly, if the telecom bought Tencent and continue to invest in MA, There will be no Tencent and Alibaba today, it can also be seen in the eyes of the operators of the year there is no Tencent and other Internet companies.

When the message of the heyday, operators did not think one day micro-letter will be the life of the message. Today's game has been reversed, Tencent has become a rabbit, and operators can only become a turtle chasing. They will not be reconciled to the micro-faith revolution, because SMS and voice are operators of the business lifeline, micro-letter on the operator's impact is not a superficial signaling and the point of flow charges, has affected the survival of operators, operators must have a killer business or measures to eliminate the impact of SMS and voice business risk, They have raised the game from race to battle.

Operators think they have a

In the communication with reporters, whether mobile or China Telecom have agreed that micro-letter is a great product, they have said that will not hinder the development of such an innovative product, and more is to use their own products and measures to maximize the interests of operators.

In addition to the above introduced in the Mobile letter reconstruction and the Sino-Telecom Wing chat reengineering, operators would like to from a higher strategic level to counter Tencent.

1, dilution and differentiation: operators want more Internet companies OTT products developed, a middle-level leader of China Telecom to Sohu it said that China Telecom hopes to work with more Internet companies to promote the development of related OTT products, including Ali, Sina Weibo, millet rice chat, At the same time, including with NetEase Youdao notes, Sohu News client, Sogou and other in-depth cooperation to promote related OTT business innovation and development, the leadership even particularly hope that Zhou 360 can also join, the aim is to dilute and weaken the influence of Tencent micro-letter. An unnamed telecoms industry expert told Sohu it that the attitude of telecoms meant that operators had a bigger "conspiracy".

2, the definition of standards: for the micro-letter Ott product Definition Standard is the above-mentioned expert said the operator's big "conspiracy." SMS is a standard product defined by the operator, the operators and Huawei, ZTE and other communication equipment companies to standardize and define the message product signaling, gateways, information coding, sending and receiving and security standards, forming an industry standard, so that it grew into an operator control of high-quality standard business.

A middle-level leader of an operator privately told reporters that micro-letter, flying, rice chat, wing chat class OTT products have also been required to carry out standards and norms. Only with the standard, different products can be interconnected, but also to standardize management and ensure security.

The leader believes that the standards of micro-OTT products should also involve signaling, gateways, information coding, sending and receiving and security, through the standard specification to achieve the following goals: 1 free: micro-letter definition of free to consumers can really promote the popularization and development of such products; 2 interconnection: The interconnection with SMS, interconnection between all IM products; 3 security: The real ID of the user based on the number becomes the general id;4 of the micro-letter products.

According to China's previous industry and technical standards of the development model, although the standard-setting leaders are government departments such as the Ministry of Public service, but the actual leader must be operators, operators will naturally be the beneficiaries of standards, in the competition with Tencent and other Internet companies will have a stronger discourse power and influence, in fact this is the most very.

The biggest risk the operator sees

Operators want to make this chess premise is the three major operators before the first step in unison, consistent external.

At present, the three major operators are in the same situation, on the one hand, their message and voice business by Tencent's impact, on the other hand, their data and traffic business is also dependent on Tencent and other internet companies. So no one operator has the courage to challenge Tencent unilaterally.

Among the three operators, mobile is the biggest micro-letter impact of Tencent, at the same time, the Flying letter business and China Telecom Wing chat business started early, products and business are perfect, so the two of the will to fight Tencent's willingness to be the largest, and Unicom's Wo chat is far from the generator, so Unicom's attitude to the micro-letter has been very ambiguous.

A middle-level leader in telecoms said privately: "The biggest risk for operators to counter Tencent is that Unicom will work alone with Tencent, just as China Unicom first introduced the iphone, and high subsidies rob the high-end users of mobile, but it makes the three big operators miserable."

In the eyes of operators, numbers and users are the hardest dishes for operators, in particular, the number is a strong relationship and hard ID, the number ID is an entity identity, is traceable, trustworthy and manageable, but also relatively safe, but including micro-signal and QQ number in the virtual identity, difficult to manage, unsafe and thus have high risk.

But once the number-owned Unicom first surrendered to Tencent, the other two could only follow, setting standards and countering Tencent would be impossible to talk about.

Counter-Tencent is the inevitable choice of operators, in addition to products and "conspiracy", the habit of operators thinking to start operating the Internet business, operators need is their own thinking revolution and mechanism revolution, this is the hardest.