The sword refers to "100 million households" whether telecom can climb the "critical point"

Author: Chao China Telecom has been throwing several consecutive numbers has shaken the entire industry, in the coming into the tiger, 3G competition has begun to turn white-hot. Yang Xiaowei, deputy general manager of China Telecom Group, said publicly at the annual meeting of the CDMA terminal industry chain that as of December 2009, the number of CDMA users in China Telecom has broken through 50 million, doubling it than last year. End-year sales of more than 30 million, up from 2008 year-on-year growth of 315%. The CDMA terminal market share reaches 22.7%, the social operation proportion reaches 73%.　　And the analysis agency pointed out that China Telecom in the current 3G market occupies 46.1% of the market share, leading China Mobile and unicom. In addition, Yang Xiaowei also proposed 2010 years of new goals: to achieve the CDMA user breakthrough 100 million, CDMA mobile phone sales accounted for the total market sales of 1/4. Its deep goal is more worthy of competitor's attention, Yang Xiaowei pointed out that telecommunications to "break the size of the operating industry critical point, and completely subvert the original operating pattern."　　In this respect, the industry will wait and see.　　The worries behind the figures are facing more than 400 representatives of mobile phone companies in the industry, and Yang Xiaowei's expression has the meaning of "cheering" the CDMA industry chain. The head of a handset maker told reporters that in order to stimulate the CDMA industry chain of confidence, China Telecom in 2009 almost every 3 months will convene a very high standard of "Pep will", its purpose is through high-level position, to the industry manufacturers an intuitive impression, "for CDMA, confidence is more important than gold, In particular, telecommunications do have to get the data, so the telecom's posture more active. "However, behind the data that can make competitors squirm, there are a lot of worries about China Telecom." Yang Xiaowei said that China Telecom in 2010 will adjust the terminal development strategy, "no longer a large number of subsidized low-end machines, will be the focus of CDMA terminals to focus on 1000 to 2000 yuan between the high-end models."　　At the same time, China Telecom will further promote the socialization of channels, to the GSM market accounted for more than 90% of the social network. For China Telecom, the adjustment of these two policies has the factor of "having to be".　　A sales company person told reporters that 2009 local telecom companies in order to complete sales tasks, more inclined to launch low-end or even ultra low-end CDMA handsets, these handsets are difficult to bear the telecom in the 3G business follow-up requirements. In addition, subsidies still exist in large numbers, so telecom has to vigorously promote the "socialization" of sales channels to compress costs as much as possible.　　However, even so, China Telecom still paid a lot of marketing costs, in the back of the outstanding sales, its profits were greatly compressed. "Tipping point" how to achieve the goal of CDMA1 billion, whether it can go over the "Change the operating pattern" of the "critical point"?　　On this issue, the telecommunications group and local telecommunications companies in the south are optimistic, while local telecommunications north companies are more cautious. In the reporter's survey, Shanghai, Guangdongand other telecommunications companies generally believe that the "sky wing" in the local market has a relatively strong influence, they are optimistic about 2010 years of market development, and that the telecommunications "Tianyi" follow-up new business will form a "differentiated" competitive advantage.　　The impression of Beijing Telecom, Tianjin Telecom, Sichuan Telecom and Henan Telecom is "cautious optimism", and some places also say that there is a possibility of a new round of "price war" on the ground. At present, the so-called "critical point" of telecommunications is not the specific market share, but refers to a "sustainable development of the upgrade phase."　　Yang Xiaowei said that 2009 China Telecom Terminal Market too "two big, middle small", low-end and ultra low-end mobile phone too much. Behind this, the number of EV handsets and their subscribers is a problem.　　Through the creation of high-end star models, Telecom launched a group of intelligent EV mobile phones, and China Telecom's "Tianyi" 3G business constitutes a more complete 3G business experience, but its number in the overall user in a negligible minority. In 50 million CDMA users, prepaid low-end users accounted for the majority, from this point of view, China Telecom is still in the new company's catch-up stage, this stage "quantity" than "quality" more important. In the 2010, telecommunications to achieve a number of tasks, on the other hand, it is clear that the development center to improve the user "quality" up.　　For 100 million of the user target, telecom also needs to develop 50 million end users, and the previous ultra low-end user promotion measures will no longer be effective.　　So the point at which Telecom is going to climb is in a rather high position. The countermeasure of the competitor Telecom One advantage is the rapid upgrade of CDMA network, Yang Xiaowei said, 2009 China Telecom to the extraordinary speed, built the world's largest, most widely covered CDMA network and domestic commercial first, the lowest cost 3G network, For many Chinese users to bring a more comprehensive mobile internet experience.　　Among them, the fast upgrade of CDMA network for EV-DOA version is an important prerequisite for telecom to take advantage in the first stage of competition. However, in the subsequent network experience competition, telecommunications to maintain the upper hand requires more effort. According to the understanding, China Unicom and Chinese mobile are speeding up their network to HSPA, if China Telecom to stay ahead, it is necessary to quickly upgrade the CDMA network to the EV-DOB version.　　The program is still in the experimental stage because of the commercial impact of LTE. In addition, in the 3G terminal, Telecom will also face a tough battle.　　It is reported that China Mobile's 2010 total subsidy for TD terminals will be raised from 12 billion yuan in 2009 to 30 billion yuan, while China Unicom will also launch a new round of large-scale promotions, including iphones, WCDMA star phones, Internet cards and other products as the year of the tiger comes. China Telecom in 2010 will face more competitors to counter measures, this is the test of telecom 3G overall operation of the key year.