Three operators talk: How to layout Mobile Internet strategy

"TechWeb Report" September 11 News, 2012 China Internet Conference will be held in Beijing International Conference Center today. The three operators represent China Telecom Innovation Business Division general manager Shawking, China Mobile Data department deputy general manager Liu Xin, China Unicom (600050, shares bar) broadband online general manager He Huajie in the peak dialogue link to discuss the mobile internet age change.

The following is the peak dialogue record:

Moderator Wu Junning:

Leaders, distinguished experts, ladies and gentlemen, good morning! I am very pleased to attend the 2012 China Internet Conference, and to host the interactive exchange of this link. First of all, let us warmly welcome three of the leading role of this link, three heavyweight guests, they are: China Telecom Group Innovation Business Division general Manager Shaw, China Mobile communications company general Manager Mr. Liu Xin, China Unicom Network Mobile Communications Group, general manager of Broadband Online Co., Ltd. Mr. He Huajie.

The Chinese Internet Association attaches great importance to this link, the meeting organized the industry, concerned about the Internet conference of many media friends, as well as independent commentators, they have collected some questions, and combed, our exchange today on the issue around the industry concern. Because there are many problems involved, time is very tense, I combed the questions, and some links we take must answer, each guest speak, some questions can choose the key, please one to two exchanges.

The first question is a total of answers, this topic is called How to layout the mobile internet age, the guest prepares, I explained it. At the end of the last century, many scientists made a selection of the latest technological innovations in the second half of the 20th century, and asked experts to comment on those areas that would have a long-term impact on the next century. These results, our information Center has two results into the TOP10, one is China Mobile communication, there is another is the Internet. The history of the 10 years of this century has proved that the analysis of scientists is entirely correct, the rapid development of the Internet and the rapid development of mobile communication. In these two areas, a new thing has happened, this is the mobile Internet has entered a high-speed development phase, now the mobile internet growth rate has fallen to less than 50%, but the mobile internet has grown by more than 50%, and in recent years has shown double growth trend. So many experts say we are entering a new phase. Some experts say that mobile internet is not the Internet and mobile communications simple duplication and add, they in the process of integration, to achieve a genetic mutation, creating a new era, bringing the network structure business scope and the industrial structure of new changes, our industrial business in the new era of mobile internet. This new era for the communications industry, the Internet industry and the entire it brings new opportunities, the first part of the Conference to the operation of a few guests to exchange, the Internet industry, IT industry guests on this issue to exchange.

First of all, three guests to introduce, in the face of the new era, three groups of large companies, how do you think, how to layout mobile internet age development strategy. First of all, please Shaw to us about China Telecom in this regard.

Shawking, general manager of China Telecom Innovation Business Division:

Hello everyone, thank you very much the host can give us China telecom such an opportunity to communicate and communicate with you. As the moderator said next 10 is the internet age, today this Congress is a new era, as operators, China Telecom has long been aware of the arrival of this era, we in 2005, China Telecom Chairman proposed a strategic transformation, after five years of transformation, to last year, and put forward the deepening of strategic transformation. The main purpose of this deepening strategic transformation is my understanding of the mobile internet age. Our Chairman proposed China Telecom in the future deepening strategic transformation process, will become the new triangle, after several years of transformation, we want to become the leader of Intelligent pipeline, integrated platform provider and content application participants. I think this may be China Telecom in the next few years should be a firm strategy. To this end in the process of meeting this new era, from the understanding of our Department of Innovation, there may be some initiatives:

One is in the future development, our Chairman also said, China Telecom in the future will focus on a few aspects to be very good development, one is mobile Internet, the second is cloud computing, the third is E-commerce, the last is overseas expansion. As for us, the main focus of innovation department is mobile internet. In the mobile Internet, there are several initiatives, there are eight major bases, now eight base land continued, as long as the mature, will carry out the company, there are three companies, Tianjin Urban Media Co., Ltd., the second is colorful Interactive Network Technology Co., Ltd., is the game. The third is the day easy Reading Culture Technology Co., Ltd. And in order to meet this new era, we have set up an easy to pay company, Cloud computing Company, the third we in order to better cultivate an army, the group set up in Shanghai this year incubation base, and set up the China Telecom Tianyi Venture Capital Co., Ltd., which can better tap the application of mobile Internet. Finally, my experience group also put the traffic management as a mobile internet business model of the important embodiment. My introduction is here.

Moderator Wu Junning:

Thank you for the general introduction of Shaw.

Deputy general manager of China Mobile data Liu Xin:

Just now Wu the material of the President of China Mobile in the mobile internet era of the 16-word strategy, from the mobile, compared with the telecommunications is relatively young enterprises, from the establishment, according to the various needs of users constantly improve their level of service and product richness, the earliest time, we proposed mobile communications growth, At that time people's main communication needs are in communication, later in order to meet the needs of everyone, we not only have the demand for communications, we put forward Mobile information, now with the changes in the times, the user's needs are constantly changing, our latest move to change life, the so-called change life, to strive to improve two aspects of one in daily life , each user information, another angle to improve the industry information, each enterprise in the day-to-day operation of the information. Implement this, put forward 16 word strategy on mobile Internet, intelligent pipeline, open platform, characteristic business and friendly interface. Intelligent pipeline is also relatively easy to understand, for operators in this era, no matter what the mobile Internet applications, eventually need to have a high-speed development, need an infrastructure. From the operator first there is a highway, make it easy to use, more to meet the needs of customers. This is a smart pipe.

Open platform, in the mobile internet era, we must be open to obtain more cooperation, to provide customers with a better experience. From the mobile point of view, we are also committed to building from the content platform, through the open, cooperative, gathered very good content, through our platform to provide customers, such as our reading, games, video, anime and so on, including our first set up a music platform, are through the content convergence platform. Through the function type, through the operator unique function, opens it to the partner, from each industry chain, provides the user with the better service. For example, our positioning capability platform, such as the platform we pay. Including the entrance platform, the hope of a one-stop service, so that users can easily get his various wants, whether it is the application or the game, he wants to get a variety of content. We mentioned that the Mobile mall, are the characteristics of the open platform, we are the characteristics of the business is the same, in the past 10 days, mobile development of a lot of data services, said data services, some outside the circle does not necessarily understand. In today's mobile Internet development era, a company can not put all the business, because today's business needs, users need to get too much content, especially for mobile web users, to meet his needs, to do something for nothing. There is something that operators are good at and what we are particularly suited to do. There is no way to cooperate. Friendly interface, the most direct understanding, the first is the terminal, followed by the client, in the most often contact two interface, here is through the terminal adapter including the client's end-to-end experience, through tuning, so that users can obtain, no matter what kind of network conditions, to obtain the best experience, This is our big 16 word strategy throughout the mobile Internet.

Specifically in the cooperation strategy, we put forward open cooperation, competitive development, cooperation, to provide users with better services. Thank you!

China Unicom Broadband Online general manager He Huajie:

I am delighted to have this opportunity to share with you, experts and practitioners. The report of Wu just now is very comprehensive, very profound and vivid. Just now two friends of the colleagues spoke very systematically, very comprehensive. At the end of my speech, I felt a lot of pressure because many strategies, as operators, are common and can be used for reference. I would like to use another angle to answer, operators in mobile internet challenges, what do we do? A recent blog, widely circulated on Weibo, is a dialogue between Huawei's Mr. Ren and the 2012 lab on innovation. In the process of reading, I strongly feel that there is a strategic thinking around the article in Huawei, Ren said the data logic, around the core resources and advantages of Huawei's overall design. As a carrier, mobile Internet development today, with the structure of the continuous upgrade, the changing industry, has entered the stage of integration, our operators must not only combine their own advantages, how to understand the horizontal layout and the corresponding vertical layout, we all very good understanding. People who do the internet know that in the late 90, we should not be content in Chinese, do a lot of content, this is the model of the vertical layout, which is adapted to the needs of the time. In the mobile Internet era, the role of operators to change, we more and the Internet company, our advantage resources and Internet company innovation capabilities, and its iterative speed, mechanism and all aspects of breakthroughs combined to make this market bigger.

As China Unicom, focus on their own, the carrier's own core resources, we also have an open strategy, we call the open system, the system includes is not content, part of the capacity to share, communication capabilities, sound ability, positioning capabilities and Internet products combined. Second, we intelligent marketing, including offline business from the basic sales to the Internet to promote people, including in the case of large data on the user's understanding, and the combination of Internet products, more targeted to promote. Finally, the aggregation of the product, the basis of polymerization is also the previous three basis, summed up is in the level of integration phase, we focus on our own resources, to avoid weaknesses, and the Internet to expand the industry.

Wu Junning:

Thank you three guests, just described the three major operating companies facing the new era of mobile Internet, their strategic considerations and layout. I always feel the thought is clear, very sharp, the transformation and deepening of the transformation of the new triangular strategy and China Mobile 16-word policy and the Chinese unicom has been operating the layout, can feel in the face of the mobile internet era, China's three major operators they have acted.

Let's start with a discussion of specific issues that we all care about. The Conference collects the first specific question called the smartphone age, what is the operator's winning factor? I understand first, the smartphone age and the mobile internet era, in general, the big one, why specifically mention the smartphone era? It is because the mobile internet has been bred for a long time, but the real breakthrough is achieved from the breakthrough of smartphones. 3G Network at the beginning of this century began to advance, but after 10 years of development, some experts say because has not found the killer application, so some people called long marriage infertility. But ten years of pregnancy, the network of bedding and application, and finally in the second 10 years before and after the arrival of breakthrough progress, and the breakthrough progress of the Midwife is who? Is the intelligent terminal, with Apple as the representative of the Smart Terminal breakthrough, all of a sudden put our accumulated mobile internet potential to play out, so we see the first winning group on the mobile Internet is Apple as the representative of the smartphone manufacturer Apple. But in the first phase, the mobile corporate network has made a great contribution to the growth of the smartphone, but at the first level, it is possible that they have paid more than they have earned and less. The American Apple breakthrough is good, the third generation of mobile internet breakthroughs, is Apple and ntnt cooperation, but in the results of cooperation, Third-party enterprises presented by Apple jobs, mobile Internet is an era, the problem comes, in the smartphone era, operators have some decisive factors, the chance to win, Whether the opportunity is greater than the challenge or the challenge is greater than the opportunity, and which guest can answer.

He Huajie:

The popularity of smartphones is 3G, mobile Internet is a very important factor that we can feel, our data shows that the difference between smartphone users and non-smartphone users is very large, I do traffic management, very important first step, let the user to apply for this data, China Unicom in terms of unswervingly promote this strategy, WCDMA industry chain relatively mature, terminal preparation is also rich, regardless of the iphone, for each market, operators to bring the benefits of intensive farming, the first to bring users to the network, after all, relatively small groups of mobile users, 3G since the beginning of 2008, China Unicom's 3G users have made great strides, by the time this year, 3G users to the level of nearly 60 million, China Unicom with the Chinese mobile than there is a big gap, we still have a lot of work to do.

Part two, to allow users to really use the flow, flow, resulting in persistent stickiness, this viscous process, in the interactive process, whether the operator or the content of the operation, so that users interact with it will have more opportunities, this is my understanding.

Wu Junning:

China Unicom is the earliest cooperation with Apple, with the aid of cooperation, is the actual diversification. I know China Telecom in the terminal innovation, these years is also very successful, please Shaw always do a reply.

Shawking:

Just now Lou always talked about the problem of intelligent terminals, China Telecom should be the earliest operating over mobile, of course, due to the reform of the system, by 2008, the country called China Telecom to move, from Unicom to buy CDMA network. From the development of recent years, should be up to today, according to the annual report of the year disclosed, Now China Telecom mobile phone users should be 147 million, the development speed is very fast, this year's feeling there are several major changes, one is in recent years, has been advocating internet phone, in the development of Internet mobile phone process, we have taken a very important terminal strategy, especially the thousand-yuan intelligent machine. Recently we in marketing, we can see some of our publicity, big screen thousand smart machine. So far, CDMA terminals after several years of development, industry chain in the continuous improvement of the number of terminals should be 1500, close to WCDMA.

Second, this year we are in the development of business, there are two important changes, is the number of 3G users more than 2G, and the development of the number of smart machines over the non-intelligent machines, all of which are embodied in the development of the intelligent machine, traffic management is an important aspect. We telecom also developed from the traffic volume management to flow management transformation. In the process, we are in the end where the odds? In fact, the mobile internet industry ecological value chain is in the process of remodeling, we believe that in the age of mobile internet and the era of intelligent machines, operators are more opportunities than challenges, many people think that the challenge is greater than the opportunity, we feel or more opportunities than challenges, the key is your business model, strategy, strategy, channel aspects should be adjusted. In this process, we propose to be the new triangle, the first is the intelligent pipeline, in the mobile internet era, you wireless is wired, in the mobile internet era wired is wireless, the process of how intelligent, how can better customers, we put forward the intelligence is what? Users can identify, business can be differentiated, traffic can be monitored, network manageable. In addition, the Chinese platform, in the mobile internet throughout the industrial ecological value chain process, we feel how to make money, the second platform how to quickly to carry out channel sales and other factors. We want to be a carrier, can have a platform for the vast number of developers to provide services. This includes me for a very simple, such as payment, payment in some ways, the operator's payment should be the simplest. In this process, how to follow the rules of the Internet to do a good service, including positioning and so on. And in terms of content applications, we have to do something, we are involved in some of the communication capabilities related to the application, so that the better for the vast number of consumers to provide services.

Wu Junning:

Just now, we have invited two guests to speak, and they are full of confidence in this era, and at the same time, it is rational and cooperation is more than competition. So in the face of the success of intelligent terminals, their mentality is cooperation, and intelligent terminals work together, through it to promote the flow of operation, through it to innovate our development, such a spirit, should become our mobile internet age, just now Shaw always talked about the application of this era is very broad, than the first generation of the Internet in the application of intermediate feasibility application is more, in this middle, more users with the spirit of cooperation. And they are particularly concerned with the platform and content, in terms of operational expansion.

And then the third question, how operators to enter the platform, content, business expansion, with what method to expand it, I asked the experts a question, what can become the turning point of the operator development, operator Cooperation research is two stages, the earliest is the traditional carrier era, we all do the hotline, do the portal. The second era, through the development of the mobile communication era, 2.5 generation, 2.75 generation began, we began to allow the base strategy, the Chinese mobile music base is very successful, and now entered the platform era, how do we operate, just Wu Dean introduced, China Mobile and China Telecom have put forward the corporate operation of the consideration, The company's operation can become our operators in the Internet cooperation and expansion of the middle of the turning point, this question please Liu always come to us to answer.

Liu Xin:

This is a very good question, just two introduced the specialized company's strategy. From the mobile point of view, from the normal perspective of the development of a business, moving constantly to adapt to market changes and customer demand. In the process, China Mobile is doing the same. We have always said that the different needs of users in the early days of mobile communications in lieu of fixed communications, users are more to meet the simple voice communication, and later developed to have a message, MMS communication, in this era, we can see the basic ability to meet, the use of large-scale construction, large-scale services, more to meet the standardization, More to meet the needs of users. Now see with the development of the times, especially the arrival of the mobile Internet, the user's own diversity, determines its demand diversity, his demand for services diversity. The data produced by the traditional model, for China Mobile, we also found that the operation of the industry has specialized, to meet the segmentation needs of market segments, must rely on a professional team, professional mechanism to ensure the quality of service, experience of excellence. China moves on the path of specialization, from last year to this year, the establishment of four specialized companies, by the establishment of international companies in international markets, including international circuits, international traffic, long-term objectives include overseas service outsourcing and overseas ICB, including Chinese enterprises to enter overseas, we serve them. This is the positioning of international companies in niche markets.

The last question relates to the terminal, China Mobile specifically for the terminal set up a terminal company, using China Mobile's own customer size, our channel advantages, our business advantages, its own customer advantage, we have to pry the entire market, to provide users with better terminals, including intelligent terminals, this is the end company set up the goal. We also set up for enterprise and enterprise customers better service, we set up a business company, but also set up a financial company and so on, the next in the specialization of the road, China Mobile will firmly go on, as to say is not a turning point, from the perspective of development, is not a turning point, because the enterprise constantly to adapt to market changes, constantly changing. The turning point is to turn over from here to here, in fact, the process of continuous development and change.

Wu Junning:

On the operation of the company, China Telecom also put forward, he is also the general manager of the company to attend, but the time relationship, in this issue, we will not start to say, have the opportunity to further explore.

Next into this morning the last question, at the beginning of the elaboration, also noted that the three major operators in the layout of mobile internet strategy, a very important feature is open thinking, cooperative thinking, I think this idea is completely correct. If the traditional Internet era is to do the era of overlord, mobile internet-oriented applications, a variety of applications, must be a more win market. So the three operators in the introduction of the time, are held aloft the banner of openness, speak out their own cooperation in the Internet, the idea of cooperation with the Internet. One last question, I would like to ask the guests to talk about how our operators and Internet companies, internet entrepreneurs and internet start-ups dream of the idea of some cooperation, there are some opportunities for cooperation. Because there are more Internet practitioners at the meeting today, they must be very concerned, in spite of the time, I hope you will use this period to publish what you offer to the Internet Community cooperation opportunities?

Shawking:

Because today is the Internet conference, the theme is "openness, integrity and integration." As a carrier, especially China Telecom, opening up in the mobile internet era is crucial. In the last ten years, three of our operators should be the first to get involved in the Internet, but also very regrettable, in the first 10 years, we do not too desirable. Lu always said that the hotline, at that time, the Chinese electric wire to engage in more than 260 hotline, so far there are many, but after all, not big.

In the mobile internet age, how to better the industrial ecological value chain can be built, in fact, in our internal, the group leader said, a study to the Internet enterprises. Indeed, we feel that there are many places in the Internet that are worthy of our study, including Internet offers. Second, our Chairman also gave us innovation this piece proposed to go to telecommunications. How to combine the Internet gene with the telecom gene, if this organic combination, will be in the new era of mobile internet to find better opportunities for development.

As for how to cooperate and open, we also have to think. One, we have the Internet Alliance, now has more than 160 participated, including terminals, the Internet, operators, television and so on, we together to discuss how the Internet in various industrial value chain how to develop. Second, we have done the power of God to expand development, this March, from now on, platform strategy, platform operation, should be more concerned about, as operators, how can we put the sky Wing ability for mobile internet to provide better services. Third, we engage in venture investment company, incubation base, because we have a project hatched now, the second hatch is now very enthusiastic, the first issue is reported 385 projects, we entered the incubation base is 14, estimated October began to review, now has 400 projects, and non-China Telecom has about 100 + projects. We also want to for the vast number of developers or have a dream to provide better support, really help the mobile interconnection has a better and faster development.

Wu Junning:

China Telecom to take out the enterprise venture capital, China Telecom to take risks, put out funds to incubate Internet enterprises, in this base, welcome Internet enterprises to venture here. What's the idea of China Mobile?

He Huajie:

To speak of openness, China Mobile is the first open model, we all heard that mobile dream nets, in the early dream net participants, in the dream net first venture, the achievements of many of today's Chinese Internet industry, special dream Network opening stage in the United States E-commerce bubble burst, the global Internet industry facing the cold winter, in such an open case, The entire Chinese Internet industry has not only spent, but also achieved today's brilliant achievements, so on this issue, China Mobile from the beginning is an open state.

We have a technology platform, if only a start-up, no technology is okay, as long as there are entrepreneurial dreams, through the platform, can provide technical guidance, technical training, development testing and so on a series of business. Today includes a lot of league together launched a million Youth entrepreneurship program implementation is very good, many college students through this platform, not only to achieve their first life income, but also reaped a huge investment, to achieve a real entrepreneurial road. Last December, we held China Mobile Global developer Conference in Guangzhou, there are more than 2000, the elite of various industries. At the meeting, China Mobile also solemnly put forward the development strategy for the whole mobile dream network, nine bases, at the meeting made a release, this year in early December, continued to hold a global developer conference in Guangzhou, we also welcome many of you here and friends, a join to the development strategy, together with entrepreneurship, the mobile internet industry bigger and stronger.

Wu Junning:

Thank you, Liu, we together recalled the warm dream era, at the same time in further on the platform, put more ideas to tell you, December also released this news, in Guangzhou Global Developers Conference, hope to have a dream, go there, see what always have what to add.

He Huajie:

Time relationship, want to take this opportunity, for Unicom, especially for the unicom broadband companies to do a little advertising, compared to China Mobile, China Telecom, unicom in the broadband sector deeper. China Unicom Broadband Company is our entire system under the operating company, mainly responsible for the group's unified business of the main products operating. Like Liu's Dream network represents the establishment of the business model, mobile Internet real profit model, depends on our common to explore. Although today said that everyone has the dream of entrepreneurship, there is passion, but in fact this is a very cruel market, the elimination rate is very high, China Unicom is very willing to work with internet companies to explore new profit model. Early we and Sina Weibo and so on the Internet has a number of products on the combination, recently we launched a micro-blog to locate our company such as Hyun-ling business. Next, and the video together to do the flow and content integration, we want to and internet companies, they do bring us traffic, bring the application of viscous users, and then a little hatch, full network networking, China Unicom is willing to work with such internet companies to explore such a profit model, I hope that we pay attention to unicom broadband companies.

Shawking:

I added, just now the host asked if there are specific measures, we are the latest in China Internet Conference, tomorrow Sky Wing space to host the innovation contest, gold 30 points, welcome everyone to participate enthusiastically.

Wu Junning:

The three major carriers are heartfelt in the era of cooperative mobile Internet, and there are many activities that are welcome. Such a spirit, is in line with the spirit of the Internet, especially in line with the spirit of our mobile Internet, because the mobile internet compared to the traditional internet has epoch-making changes, including a major change, in the traditional internet era, we are new media business as the main, new media business is showing the characteristics of the eye economy, Often the winner takes all, may be the era of overlord. But mobile internet is not the same, it can continue to write the brilliant new media, more importantly, because of its network security, the network anywhere and its network of a number of structures, is able to create more applications on the above, more business models, so we look forward to the new era is a win together, participate, Can get the development of the era, we wish this forum theme, through this forum can be promoted to become the spirit of the industry, hope that the cooperation of the tree often open, the flower of cooperation more and more bright. Thank you, ladies and gentlemen.