The fixed network broadband market in 2016: "change" will become the main theme
The Jianghu of fixed line broadband market is always changing. In particular, with the application of radio and television for basic telecom business license, the opening of broadband access market to private capital, the rapid development of China Mobile's cable broadband users, and the years of deep cultivation of fixed network market by China Unicom. The "change" of fixed line broadband market in 2016 will become the main theme.
Moving Big Surprise
At the end of 2015, China Mobile acquired Tietong, and finally got rid of the "worry" of fixed network. In fact, China Mobile has started to attack the cable broadband market since 2014.
It is revealed that China Mobile still chooses to cooperate with radio and television in some provinces, but it is difficult to form an overall competitiveness. Therefore, the development of inherent broadband has become the best choice and will be the focus of its work in 2016.
Recently, China Mobile released 2016 Q1 financial report, in which the total number of wired broadband users reached 60.59 million, becoming a highlight. In this way, mobile quietly gave the market a surprise.
It is reported that China Mobile's breakthroughs in fixed line broadband are mainly concentrated in the following markets: first, the existing stock market; Second, new markets, such as newly developed real estate communities; Third, "urban-rural fringe" and rural market.
The Ministry of Industry and Information Technology has also publicly stated that in terms of fixed network, it encourages China Mobile to accelerate the development of fixed network, especially the coverage of fixed network in big cities. At the same time, it supports the joint construction and sharing of China Telecom.
In fact, while developing fixed network broadband users, China Mobile is also continuing to penetrate and occupy the digital home market. At the main forum of 2015 China Mobile Global Partners Conference, Sha Yuejia, vice president of China Mobile, said that China Mobile would promote the rapid development of smart homes in three aspects: applications, platforms and terminals. In 2016, we will focus on Internet TV business and plan to develop 15 million customers of Mobil and 5 million customers of smart gateway.
According to Sha Yuejia, China Mobile will provide diversified application products for different needs of family customers by creating an open family platform; And do a good job in the unified integration and development of business. Realize three unifications in the home Internet TV business, namely, "brand unification (Mobaihe)", "business tariff unification", and "interface style unification"; In terms of cooperation, we will carry out unified centralized purchase of terminals and unified negotiation and introduction of video license parties.
In addition, the centralized purchase of China Mobile Internet TV set-top boxes in 2016 has ended a few days ago. The scale of this centralized purchase is about 10.69 million units (including about 1.23 million units configured by Dolby, and about 9.46 million units not configured by Dolby), and the estimated purchase amount is 2.15 billion yuan.
The fixed network broadband market is variable
Over the years, China Telecom and China Unicom have deeply cultivated the cable broadband market and have advantages. They have always regarded the fixed network broadband business as a "cash cow" to support large-scale construction and operation on the mobile network; At the same time, the family market is occupied and consolidated through business bundling and cross subsidies.
However, Q1 financial report shows that China Unicom's fixed network broadband users increased by 1.08 million in the first quarter, reaching 73.41 million. The number of fixed network broadband users reached 116 million, a net increase of 3.11 million. Therefore, the 60.59 million subscribers of China Mobile have a great impact on China Unicom.
With the fierce development of China Mobile in the field of fixed network, China Telecom and China Unicom began to bear more and more pressure. However, at present, China Telecom Unicom is still holding fast to its dominant position in fixed network and seeking breakthroughs.
In this year's generous strategy, China Telecom said that in 2016, it will focus on the two business cores of "4G+" and "optical broadband", and make breakthroughs in five emerging areas, including smart home, payment, Internet+cloud computing and big data, and the Internet of Things, to achieve full coverage of 4G networks in cities and rural areas, broadband all-optical network coverage in cities across the country, and more than 100 million new mobile users and terminals.
At the same time, China Unicom will strengthen the benefit management of broadband terminal investment and reduce the impact on current profits while promoting the development of FTTH user scale in the future.
In addition, in 2016, China Unicom's cooperation will shift from urban areas to rural areas, and future rural market competition will play an important role. Perhaps in the future, China Telecom Unicom will form a group in the fixed network market.
In the past, China Unicom dominated the fixed network broadband market, followed by the fierce development of China Mobile in the fixed network field, as well as radio and television submitted applications to the Ministry of Industry and Information Technology for the basic business license of telecommunications, of course, private capital entered the cable broadband access market, and some second and third line operators were eyeing the fixed network broadband market.
Looking forward to 2016, the fixed network broadband market may become the largest variable.
