Millet counter-attack operators have capital?

The day before yesterday (July 7), China Telecom announced the third batch of virtual operators list, including HNA, Foxconn, Lenovo, Hisense, Ping An, Minsheng, SMI, Phoenix, Haier and Xiaomi. This list is really shocking, the most hot is the millet millet, three years ago, millet giant mobile phone giant reached the circle, no one can think of, "focus on the ultimate reputation fast" can subvert the industry in just a short time , And this time into the virtual operator, the face of a larger giant, how?

The third batch of lists is blinded

Previously applied for virtual operators of companies, not to do the communication-related channels, is to do the communication services, such as Jingdong, Suning, Gome, Di ICT, Tencent, Ai Shi De and the like are all traditional mobile phone channels, to occupy the convenience of channels And force; and latitude and longitude communications, Lianliankang Science and Technology, Langma information, 35 interconnection, Ali (million), etc., do recharge, do communications, value-added services do, but in addition to Ali's more fierce than the other real Force is still a bit difficult.

The application of the company, local tyrants obviously a lot more. Mainly divided into three categories:

The first category is the hardware manufacturing giant, including Xiaomi, Lenovo, Foxconn, Haier, Hisense. Their advantage is that they themselves provide communication devices, cell phones, tablets, and even future smart hardware, which everyone must buy to buy a communications service.

The second category is the financial giant, including peace and livelihood. Their advantage is that they are close to their money, pay for their baby's products, how to operate calls, and provide convenient mobile-based payments and financial services.

The third category is entertainment media: including SMI, Phoenix (I do not know if that Phoenix). Their advantage is the content, the mobile Internet era, the content is the core, but the contents of the chiefs have not yet entered, they are not able to lift waves is not easy to say.

Their arrival is more turbulent than the previous two.

However, careful analysis is not easy. For entertainment media to do the hardest, in addition to the media content to do the advantages of the lack of sales channels, service channels, financial strength is also weak, to play communication or layman. For financial giants, it is not easy to do cross-border communications. Even with the convenience of volume, channel and capital, it is two completely different business models. The move is more for peace and livelihood. This is more the layout of future mobile payment, from the industry application Try to do the field, the basic will not impact the existing operators.

The hardware manufacturing giant, Foxconn too partial manufacturing, channel capabilities and service capabilities are not enough, more playful nature. Haier Hisense has both home appliances plate, there are mobile phone sections, but the basic share of mobile phones in the mainstream, but for smart home ambitions Haier Hisense, after obtaining a license in the field of Internet of things is quite imaginative power, in particular Haier, the recent massive adjustment, and began to push smart hardware, cut from this perspective is quite possible.

The most challenging are millet and Lenovo. The share of both mobile phones is staggering, and both have begun to deploy smart hardware and smart home. When the terminal and the channel become more and more closely integrated, it is the most viable thing to do the channel through the terminal.

Millet capital

Lenovo temporarily not table. First talk about millet, of course, there are many commonalities.

Millet which counter-attack operators capital? I think there are about these aspects:

One is the large terminal sales of millet, terminal sales can become the most direct source of new communications users. Lei Jun recently revealed that the first half of millet sales of 26 million units, the annual is expected to exceed 60 million units, and compared to the Chinese cool couplet, millet terminal sales less dependent on the operator channels, both tactical and tactical room for greater flexibility . Just think, if millet in the sale of terminals, are bundled with a sim card or even directly into a sim card, including a certain amount of experience, which will bring the number of new users? In fact, in the previous millet product release program, also discussed with the operators bundled sales card issue, when millet's starting point is only able to bring convenience to customers - there is a device with a card, do not have to go Bought

The second is millet's UI ecological capabilities, the meter UI can become the main interface of its sales and service communications business. In the words of millet, they not only sell terminals, but also continue to accumulate increasingly large users, each selling a terminal to obtain a user, so even if the future sales of millet terminal slowdown, the meter UI still has a huge user The amount of access to a large number of user behavior, but the most critical is that rice UI has the ability to pay to form a business ecosystem. Once talked to the person in charge of the UI UI, the most common operation of the UI UI users is to check the traffic. In fact, they can also know the usage of each user. If the service is interlinked with the channel, the overall service capability is as good as Operators, such as the UI, have always wanted to do, and when the user's traffic is almost exhausted, he is reminded to charge the traffic, or recommend paid applications based on his usage.

Third, millet's product capabilities, the original hardware and software design capabilities, coupled with channel capacity, may form a deeper bundle. At the beginning of the year, China Mobile had proposed the concept of converged communications and hoped to carry all the services through traffic and directly replace the phone's phone and SMS entrances. However, due to the limited control over terminals and software at China Mobile, Must rely on the ability of manufacturers to form a coalition to promote. Before I also analyzed the tariff of Ali communications design, that its tariff design is very simple, the actual flow is also used as a unified measurement standards, but it still lacks the control of the terminal. However, millet has the advantage of being able to form de facto converged communications.

However, even with these advantages, even with a large number of loyal fans, to counter-attack is not so easy. After all, there are two core considerations for people buying a communications product. One is price, and the second is quality.

For quality, network control in the hands of the basic operator, the real problems (such as call problems, Internet access problems, coverage problems), the virtual operator may not be easy to handle, or directly to the network to find the actual Carriers to solve faster (but also do not scold, if the network to millet Ali, may not be better than the basic carrier). In addition, although millet has a good interactive community, but such a service system Tucao can, to support more real-time communication products such as after-sales service is still not as good as the existing operator's customer service hotline.

But for the price, the pricing power is still in the hands of the basic operators. After all, the real investment in network construction and maintenance rests with the basic operators, who are unwilling to overwhelm their hard-built things. However, Resale prices will certainly be high, just as the previous analysis of the most weak point of Ali communications lies in its high tariffs, the price of millet is also very difficult to reduce unless Lei Jun and then "sincerity" a little bit, let Rangli, but Rangli must let it Under tremendous financial pressure, in fact, the scale of millet funds is far less than that of operators. Operators can make a lot of cross-subsidization and terminal subsidies (even though terminal subsidies are also required to be reduced now).

Of course, with the hardware manufacturers represented by millet, Lenovo joined the battle, coupled with Jingdong, Ali and other Internet giants, the drama of the communications market will be brilliant.