Mobile 2015 4G policy interpretation: still did not forget to counter app

One year after the TD-LTE 4G licensing, China Mobile announced its 2014 2015 and 4G developments expected.

On December 19 as China Mobile Chairman XI guohua “2014 mobile global partner Conference,” said: “this is the best of times, it was the worst of times.”–in the past 2014, China Mobile is going through from the full impact of the mobile Internet, prior to its third-quarter profit of 82.6 billion yuan, down 9.7%, and hit a maximum of ten years. In terms of specific operations, total number of call minutes fell by 0.3%, SMS usage fell 20.2%. China Mobile, its “golden decade” development period has ended, the main business are under increasing revenue and profits hit.

In 4G the first year, however, China Mobile to receive TD-LTE 4G commercial licenses, on the 4G again dished out the “elephant run” dance moves. Li Yue, President of China Mobile, said: “we publish data at this time last year there’s hesitation, not so sure, there are questions. But in the end the main indicators we have all overfulfilled. ”

In the China Mobile at the worldwide Partner Conference, China Mobile’s high work more detailed data and information, published its 4G the first year of “papers”, as well as estimates for 2015. Confidence in the aims at foreign industrial chain, and calls for accelerating the transition to the mobile Internet, the one observation on primary data were collected:

2014 4G targets exceeded

1, base station: 4G network base station construction before the end of 2014 will exceed 700,000 (originally targeted 500,000);

2, user: 4G 80 million users (former target of 50 million);

3, end: 2014 mobile phone sales of some 240 million (the original target 220 million) and 4G terminals sold more than 100 million (the original target of 100 million), and 4G terminal style 664 species, including thousands of smartphones models accounted for more than 65%;

4, international: worldwide in 26 countries deployed 42 TD-LTE commercial network.

2015 development goals:

1, base station: 4G more than 1 million base stations;

2, user: 4G user size of 250 million;

3, end: sales amount reached 250 million, of which 4G end sales of 200 million units;

4, international: 100% LTE international roaming;

5, network technologies: TD-LTE to LTE-A development, the peak rate from 100M to 1G; from CSFB coverage shifted to VoLTE; efforts to promote integration of TDD and FDD.

Look out for:

1, Fusion communications (RCS)

China Mobile in 2014, as well as at the Partner Conference is the most-watched on RCS. known as RCS, is the original cell phone “call”, “message”, “contact” three main entrances directly from the operator’s level and mobile integration.

“New call” VoLTE technology between operators is often talked about, than the existing call sound clearer, shorter delays and using Apple’s FaceTime-like video calling features such as phone book, micro-letter.

“New message” refers to the user no longer needs to pay the fee for SMS and MMS, and can be sent including text, images, voice, video, file, locations, and other multimedia content.

“New connection” is similar to millet yellow pages operators from a phone book-end user access to the services of catering, logistics, finance, e-commerce, gaming and other services, is no longer a single data channel, target some life to the user platform.

Comment: RCS from the date of birth, it is the industry that is a mobile app strategy products, from a functional point of view is also very similar to the app. The difference is, RCS is ordered by mobile preloaded onto machines, you can quickly expand the scale of users and reoccupied the integration user phone books and resources, build hardware + application + system + network’s intent very clear of ecosystems. According to mobile plans, beyond the end of June 2015 more than 1500 custom terminals shall support the VoLTE and RCS.

However, RCS faces some real problems. First, the RCS cannot compete with the Apple iPhone deal, both sides are competitors on eco. Secondly, China Unicom and China Telecom, RCS is not supported, users across the network can not be used; and, third, terminal manufacturers have established its own ecosystem, with operators subsidies reduced dependence on operator terminal manufacturers significantly reducing Terminal enterprises generally took a wait-and-see and try of RCS.

2, the base business integration

According to news released by the China Mobile, integrating reading, music, video, games, new media, animation and mobile of the five Al-Qaida operations–migu culture, science and technology limited company is founded.

According to the data released by the China Mobile, 2014 read base business revenues of 4.3 billion yuan of China Mobile, game base income of 4.3 billion yuan, music base income of 3.7 billion yuan (not including the ringback tones feature), video base income of 3 billion yuan, the base income of 2.3 billion yuan.

In other words, consolidation of operations in five major base was established on the basis of migu culture technology limited annual income of nearly 20 billion yuan, the scale is good. But to how a uniform consolidated five business, in the face of Internet companies introducing truly competitive products, while reducing the company’s interest with provincial companies and buck, and in 2015 will become a big attraction.

3, FDD licence

China Mobile end users will reach 80 million households, from 10, 112-month growth figures, the growth has exceeded 10 million monthly users, 4G with a penetration rate of more than 10%, and usher in the era of rapid development.

Meanwhile, China Unicom and China Telecom 4G users are not observed. China Mobile is expected to 4G industrial chain in the industry has been basically sound development trend is good. After China’s 4G million, FDD-LTE 4G commercial on “another boot” should be able to fall down. For China Mobile to 2015 is really 4G first year of competition in the market.

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