Wang on the strategy of Transition: a time window that is not ample

Ma Xiaofang Telecom Restructuring and the arrival of the 3G has given telecom operators a chance to regain their race. "China Telecom has identified the next step in the development of ideas, clearly put forward a new transition strategy, we call it the ' new three steps '."　　"In the recent" China Telecom CDMA industry chain Summit Forum, "said Wang, general manager of China Telecom Group. In fact, this is the second large-scale transformation of China Telecom under the Wang-led.　　2005, from China Mobile to China Telecom Wang face to China Telecom fixed telephone market "incremental not increase" (user increase, but income is not increased), or even "incremental reduction" dilemma, the first proposed China Telecom to be "basic network Operators" transformation to "integrated information service provider." In this new round of transformation, 3G and terminal business will play a crucial role in the success of the transition.　　Wang at the conference for the first time revealed China Telecom's "Twelve-Five" plan: The Future of new mobile users to more than 30 million, to 2014 the overall user size reached 200 million, the next 3 years, China Telecom new users of mobile phone more than 70% will be smartphones. Data services will be revenue-focused although the three operators are aware of the importance of data business, the growth of Unicom and mobile new users and traffic is still the most important driving force for revenue growth.　　Even for China Mobile, the revenue share of the data business is only 31.2%. "For China Telecom, voice business will no longer be the revenue focus, the future to the data business as the core, to establish a more reasonable business model."　　"Wang said.　　Wang can have such a strong, because after the first round of transformation, China Telecom revenue structure has changed greatly. Data from the company's 2011 working session revealed that in 2010, the proportion of China Telecom's non-voice revenue increased from 26% in 2005 to 56.8%, with mobile, wired broadband, value-added and integrated information services maintaining double-digit growth.　　Fixed-line voice business revenue accounted for 70% from 2005 to 29%.　　Wang said that the "new three-step" strategy includes China Telecom's reluctance to act as a conduit for the growth of new businesses, but to realize the intelligence of pipelines. This includes the establishment of an integrated platform to become a provider of integrated platforms.　　Specifically, with the advent of mobile internet, there are a variety of new technologies, such as new payment methods, as well as new geographical services, China Telecom hopes to provide all these new technologies, new models to build a comprehensive platform. Second, vigorously develop content applications.　　But Wang stressed that China Telecom in this process should only be as "participants" appear, a large number of value-added services should be with the SP, CP extensive cooperation. "The development of the mobile Internet has brought opportunities for the entire industry, the global telecom 3G business has entered a rapid development period, although China is slower than the western countries, but from the first quarter of this year, China has entered a high-speed growth period, this is the early stage of the 3G explosive growth." "Wang said that 3G had been able to becomeThe main driving force for China Telecom's income growth.　　Under this train of thought, 3 months ago, China Telecom has just formed the Department of Innovation Business, began to set up eight value-added business base in the country, according to the Innovation Business Department general Manager Shawking introduced, Telecom did not give the department to release the revenue target just ask the Department for 3 years, to 2013, the user's mobile Internet experience to build good. Not a well-off "time window" June 20, the three major operators announced the number of new 3G users. As of May, mobile 2.62 million new households, Unicom added 1.738 million, China Telecom added 1.83 million households.　　Competition into a state of stalemate. "China Telecom as a traditional fixed network operators, the opportunity in the 3G era is very obvious and urgent."　　Wang said, now is the smartphone era, users choose which operators, the premise is the terminal, then the price, and finally the operator, which prompted China Telecom must change. In the face of the weakness of the CDMA industry chain, China Telecom further enlarged the collection and mining scale, and expanded the social channel ratio. At the summit, it throws out 40 million terminal purchases, the total amount will reach 40 billion yuan.　　China Telecom estimates that the end of the year demand about 60 million. To speed up the development of the terminal, China Telecom will further increase the subsidy to intelligent terminals this year, and the subsidy amount rises to 42%.　　Still, the time left for handset makers remains tight. "This time the Wang Chairman came and gave us instructions that we have the guts to be a little bit more fast, especially in the Chinese market." HTC China President Ningweiguang told our correspondent that HTC currently occupies about 10% of the global smartphone market, but less than 3% of China's smartphone market, "and the global level is so much worse, the Chinese market is so big, it depends on your ability to take down."　　"he said. The reason to accelerate development in a short time, Ningweiguang says China is in the midst of a fast-moving smartphone, "consumers will not have a long time to form their own judgments, which brands in the smartphone market has advantages, the process of the time window will not be more than a year, a year later, even if you are hard to spell." Motorola's performance was more pronounced. For its bottoming out, China has become the most important market outside the U.S. market, a "lifeline".　　Motorola and telecom XT800 have become one of the most lucrative machines in China. The market left the Motorola window very tight.　　According to Apple's CDMA version of the iphone, China Telecom is likely to introduce the iphone by the end of this year, which will have a direct impact on Motorola's current star products. It is not difficult to understand that, although Motorola's star product milestone generation and second-generation products are first in North America, and then introduced to China, but are WCDMA, but in the telecom's CDMA industry chain conference, Motorola in China's global launch milestone three generations of products, not only earlier than the North American market, also earlier than the WCDMA version, for the time window of the situation is obvious.