The hottest Unicom has no future in voice business

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Unicom is free to fight: it is an inevitable trend that the voice service has no future

the voice service tariff is reduced. Even if there is no price war among telecom operators, the voice service of telecom operators is also shrinking under the impact of Internet enterprise competition, microblog and other network communication methods. Although China Unicom's random fight is "suicide", it may also "die and survive"

only three yuan is paid per month, and local users can "play at will" without restrictions. The "tough move" of Zhejiang Unicom is welcomed by consumers, but it has caused a storm in the communication market

on March 20 this year, Zhejiang Unicom took the lead in carrying out the activity of "2G users can call at will". In addition to prepaid fees, it only needs to pay a monthly fee of 3 yuan. Local calls to Zhejiang Unicom 2G and fixed lines are free. On March 31, just 10 days later, Zhejiang Communications Administration issued an order to Zhejiang Unicom to stop random calls. It is required to immediately stop the advertising and business acceptance of "Zhejiang Unicom ruyitong monthly fee package" from the date of the spontaneous document. Before april6,2012, the user data and remedial measures and results of "Zhejiang Unicom's ruyitong monthly package" shall be submitted to Zhejiang communications administration in written form

however, the administrative order of the competent department did not prevent the development of the "free play" business. Yu Yingtao, general manager of Zhejiang Unicom, said on his microblog: "we have indeed received the stop notice from the Communications Management Bureau. We have been reporting and communicating with the Communications Management Bureau to explain the current situation of competition we encounter and the reasons for launching the monthly package", At the same time, he also insisted that "random fighting has not stopped at present, but we are ready to stop at any time, as long as the ubiquitous v-stop of friendly merchants!"

after Zhejiang Unicom, branches of China Unicom (microblog) in Guangxi, Hunan, Hubei, Lanzhou, Taiyuan and other provinces and cities followed up. Unicom has the potential to spread to the whole country at will. However, this move is suspected of "violating the principle of internal and external differential pricing", and it is doubtful whether Unicom can persist

In December2004, the national development and Reform Commission and the Ministry of information industry jointly issued the notice on the internal and external differential pricing of communications, "for the tariff schemes involving fixed local (including local wireless access), mobile and other internal and external differential pricing, the communication administration bureaus of provinces, autonomous regions and municipalities directly under the central government and the competent price departments at the same level are requested to suspend the acceptance, and the examination and approval of telecom enterprise groups.". Industry analysts believe that this move is to protect the interests of vulnerable operators and prevent one dominant company. Due to the scale effect of communication services, it means that the telecom operators with larger networks and more users are more capable of reducing call costs, thus attracting more users to join, resulting in the Matthew effect of "the stronger the stronger"

however, although Zhejiang Unicom has violated the internal and external differential pricing principle, its intention is obviously not to attack weak telecom operators, on the contrary, it is itself a weak operator. Some data show that in Zhejiang communication market, the mobile market share is more than 60%, Telecom is close to 30%, and Zhejiang Unicom's hand user share is only about 10%

V mentioned by Yu Yingtao in his microblog refers to VPMN, which is a special group virtual service for group customers. Users in the virtual service can realize relatively cheap monthly voice service. For example, in the V200 package, each user only needs to pay 2 yuan per month to talk locally within the group for 200 minutes. Paying 5 yuan is 500 minutes, and the call rate per minute is reduced to 0.01 yuan, or a penny. China Mobile (microblog) relies on V business to occupy a large number of markets. Some insiders of China Unicom said that Zhejiang local mobile "V" not only developed "campus V" for the campus market and "home V" for home users, but also developed public virtual (also known as big V) for public users, which greatly expanded the customer base of V, which also made its V customer scale far exceed that of competitors

however, this kind of V business is actually an internal and external differential pricing. The difference is that the "" concept refers to a company, school or family, rather than a province or province, and covers a smaller range. However, China Unicom's free play has expanded it to a larger scope, which has caused controversy

Yu Yingtao believes that there is no such thing as "50 steps laugh at 100 steps", so as long as China Mobile's V service keeps on, Unicom will keep on playing at will. He explained that random play was the result of "the adverse environment in which the package price was upside down in the face of a large-scale V blockade, double channel bans, card collection and card replacement, and a substantial increase in commission from competitors"

Fuliang (Weibo), a senior observer in the telecommunications industry, believes that the penetration rate of mobile users in Zhejiang is very high. The published data shows that it has reached 125%, and there are 12 for every 10 people. In the case of market saturation, Zhejiang Unicom launched such an extraordinary move as "free to play business", which is really helpless. Some insiders regard it as a "suicide attack", which is to take competitors as "hostages" and live and die together

although this is a helpless move, it shows China Unicom's "careful calculation". From the perspective of voice service alone, this may indeed be unprofitable or even loss making. However, the utilization rate of Unicom 2G network itself is not high. Users can be developed through random service, but the network cost will not be significantly increased. At the same time, after obtaining users, these users can also be developed into 3G users, or obtain higher income through other value-added services

as to whether this is good for consumers, from the visual effect, the voice call cost of consumers has indeed been reduced, which is good for consumers. However, some experts believe that such a price war is a malicious market competition, which is not conducive to market development in the long run, and will reduce the quality of the nameplate and the signs or signs that abet lubrication, manipulation and safety on the voice service 5 experimental machine, and ultimately damage the interests of consumers. There are many different opinions and views

however, it is an inevitable trend to reduce the voice service charge. Even if there is no price war among telecom operators, the voice service of telecom operators is shrinking as a whole under the impact of Internet enterprise competition, microblog and other network communication methods. Although Unicom's move is a "suicide", it may also "die and be reborn"

data services go in the wrong direction

3g era, with the large-scale popularization of intelligence, users' online time is longer, online behavior is more frequent, and online behavior is more diversified. From the perspective of telecom operators, this has bred more business opportunities. From the perspective of wireless services alone, the incomes of the three major telecom operators are rising. Even for China Mobile, whose 3G service development is not ideal, its wireless service traffic reached 148.4 billion MB in the first quarter of 2012, an increase of 181.3% over the same period of the previous year. In 2011, its wireless service also showed a rapid growth trend compared with 2010

at present, the contribution of data services to the revenue of telecom operators is average. According to the 2011 financial report released by China Mobile, its data service revenue is 139.3 billion yuan, accounting for 26% of the total revenue. The comprehensive information service revenue of Chinatelecom (microblog) only accounts for 12.2% of the total revenue. If it is not enough, it can change a computer. The non voice service revenue of China Unicom accounts for about 27% of the total revenue. This proportion can be higher

jiangqiping (microblog), Secretary General of the information technology research center of the Chinese Academy of Social Sciences, believes that telecom operators have wrong ideas in developing data services. "The telecom operators will understand the Internet business as the telecom value-added business, that is, the value-added business above the telecom basic business and core business. The interconnected people believe that Telecom (voice service) and Internet (data service) are two parallel industries (parallel services) Therefore, two sets of different and parallel core businesses and core competitiveness are required

compared with voice service, data service is a new source of revenue for telecom operators, and will certainly be the main source of revenue in the future. Instead of sticking to the principle of "no differential pricing between inside and outside" and suppressing Unicom from doing business at will, it would be better to encourage telecom operators to further compete in the 2G voice market. What government departments need to do is to supervise the quality of voice services. Telecom operators can focus on 3G data services and other key services, so as to gain more support. "Thomas luedi, managing partner of energy and chemical industry in Kearney Asia Pacific region, also further expressed his long-term competitiveness at the press conference. For example, a good way is to limit the use of plastic bags by raising the price of Tencent Technology

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