Reengineering traditional telecom operators

Reengineering traditional telecom operators Since the invention of the steam engine, technology has been shaping the core strength of the business. In our time, causing commercial revolution is Internet technology. One of the greatest inventions in the decade or so, changing the industry one after another: PC, phone, music, publishing, film, logistics, retail, finance, telecommunications, etc. In October last year, the Internet Archive has focused on the impact of the financial sector; April of this year, the retail trade publication perspective of life and death under the impact of the electricity supplier; issue, we again focus on the alignment of the telecommunications industry, the daughter of the former emperor, the giant monopoly, now Challenger really feel the competitive pressure is not the year to worry about AT The Top, refers to Internet companies across the telecom operators, self-development of data services, such as micro-channel) of this vocabulary, Internet companies have been unable to generalize social function. Products through a single application, OTT vendors have formed a self-loop ecosystem. Once the user enters the ecosystem, can meet the various needs of everyday life, such as trading, payment, friends, and some OTT microfinance industry vendors have been called light operators. The so-called light carriers, are those enterprises to provide users with a variety of voice and data services (including financial services), but do not have the basic telecommunication facilities. Such enterprises are mostly private enterprises most acceptable financial reporter interviewed industry insiders believe that, after the government removed the umbrella of basic telecom operators and operators of light parallel dual market structure will be irreversible, Aspect is the future how to restructure the basic telecom operators, whether light carriers will dominate the telecommunications industry Alibaba and Tencent is the future of the telecommunications industry leaders, such as sounds and signs, is undoubtedly China's three major telecom operators nightmare When Ma enjoying the single-quarter net profit grew nearly twice the thrill, the China-based telecom operator's revenue and net profit growth rate was in decline year by year (see table). A major cause of decline is OTT services for voice, SMS alternative mobile market more prosperous, more basic telecom operators will be lonely. Li Yue, president of China Mobile, said China Mobile had internal estimates, if a mobile phone user to send 1000 SMS, China Mobile can receive $ 100, if he sends this message with a micro-channel 1000, China Mobile can get the traffic charges may be Currently a few bucks, micro credit households is approaching 400 million, equivalent to mobile users of China Unicom and China Telecom and. In 2012, Tencent's net profit margin was 28.09%, China Mobile is 23.07%, China Telecom and China Unicom were only 5.27% and 2.85% more than those who Tencent a laugh. Ma Li Yue can also give an account balance: Taobao and Lynx has about 500 million registered users, Paypal has 800 million users, Taobao has 300 million mobile phone users, which is caused by an operator no longer two, a mobile user opens A page to achieve a transaction (e-commerce or financial planning, etc.), only a few dozen KB of data traffic, this process costs to operators only pennies, and Alibaba earn money no ceiling FY2012 years (October 2011-September 2012), Alibaba Group's revenue was $ 4.083 billion, an increase of 74%; operating profit was $ 688 million, an increase of 112%; net profit of $ 536 million, an increase of 58 % micro-channel just past the impact of voice, SMS and other stock business, based Alibaba Cloud Computing, Big Data technologies, operators will be on the impact of mobile value-added services are constantly Alibaba stake acquisition or strategic products for various applications, such as shrimp music Sina, high moral map, and even the acquisition of video site PPTV outgoing message. This means that Alibaba may or 500 million of its 300 million or 800 million, or more users, providing numerous future micro-channel mobile value-added services to its exactly the same, same thing. However, compared with the micro-channel, Alibaba still missing a more viscous mobile portal, because shopping Taobao users, watercress may only go to listen to music, it unfavorable. So, Alibaba tried to cooperate with operators to obtain the most direct phone portal Alibaba are promoting their own mobile phone operating system Ali cloud OS, with its large platform to attract online traffic to join the phone machine manufacturers, operators and hope Manufacturers give these phones equipped with Ali cloud OS for more subsidies in the negotiations in April, Ma told Mr Wang: Alipay users' credit payment to achieve true 0 yuan purchase, and then after a month to pay Alipay package calls can be. The current 0 yuan purchase on the market, need to deposit a certain amount of the bill, the program will return again on a monthly basis to overturn the traditional sales model of mobile communication services, phone cards to achieve national unity with, the national uniform pricing, unified service, which is the operator since 2008 the entire business operations, how do the bad thing. Since then, China Mobile Research Institute has always had two teams of three people in the business of promoting the development of China's mobile Internet data at the Ministry also participated in the development of some of these modules. Because the company has a large international project approval authority, China Mobile Research Institute and the Ministry of Jego launch data and knowledge of Chinese mobile integrated head in the Financial reporter, said that the matter is indeed sparked inside China Mobile Research and international companies contradictory and war, which is also Jego ultimate reason Jego died in the country after the operator had been hailed as the marginalization of the mobile Internet vendors to find way out of a starting point, but still subject to the China Mobile ossified structure and mechanism. Even more critical is that such incidents are not uncommon after Jego, China Mobile also recently unexpectedly abandoned the previous years of painstaking efforts, the mobile Internet strategy carries enormous significance fly flying letters and chat since 2009, the industry as operators work hard era. In the three operators are formed inside a clear strategic transformation plan, namely: a clear need to do intelligent pipeline, as well as participants in the content and applications. During the transition to the Internet initiatives have sprung up China Mobile's most typical. Its continuation MONTERNET 2G era chain of ideas, trying to build a company like Apple App Store (App Store) as the application store, and develop its own OPhone mobile operating system, hoping to form a mobile Internet portal, through the application of APP , terminals, services, channels, forming a natural advantage with the mobile Internet ecosystem chain.