Analysis of operators' operating data in May: main business data increased across the board, and 5G user development entered a "transformation period"

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"Dear user, hello, do you want to know about 5G packages?" Since the release of 5G packages, who has not received promotional calls from operators? With the implementation of speed increase and fee reduction and the development of 5G across the country, the unit price of network traffic in my country has dropped significantly. The unit price of 5G packages has now dropped to 4.4 yuan/G, which means that most ordinary consumers can afford it.

This change is also reflected in the operating data of operators in recent times. In recent months, the number of 5G package users of my country's three major operators has been rising steadily, quickly breaking through 300 million and 400 million, and is now moving towards the 500 million mark. Even China Unicom, which has the smallest user base, had more than 100 million 5G package users in May. The curtain of my country's 5G era has officially opened, and the competition among the three major operators in the new battlefield is becoming more and more fierce.

Operational data in May showed overall growth

With the arrival of May, everything comes back to life. After a period of accumulation, the three major operators saw a new round of growth in their main operating data in May.

Data released by China Mobile showed that in that month, China Mobile's mobile customer base increased by 1.025 million, with a total of 942.784 million users. In that month, China Mobile's 5G package customers increased by 16.651 million, totaling 221.95 million. China Mobile's 4G customer base increased by 3.588 million, totaling 794.29 million. In that month, China Mobile's wired broadband customer base increased by 2.743 million, totaling 222.997 million.

Subsequently, China Telecom announced its operating data for May. In that month, China Telecom's mobile user base increased by 2.85 million, with a total of 360.67 million mobile users. In that month, the net increase in 5G package users was 6.72 million, with a total of 124.49 million 5G package users. In terms of wired broadband business, in that month, China Telecom's wired broadband user base increased by 950,000, with a total of 163.15 million wired broadband users.

Yesterday afternoon, China Unicom also announced its operating data for May. In terms of mobile business, China Unicom's mobile bill users increased by 249,000 in May, reaching a total of 309.7 million. Among them, the net increase of 5G package users in May was 7.529 million, reaching a total of 106.094 million. In terms of fixed-line business, China Unicom's fixed-line broadband users increased by 657,000 in May, reaching a total of 89.491 million.

As always, China Telecom still ranks first in terms of the increase in mobile users. In the broadband market, China Mobile is still unrivaled. Whether it is free gifts or package bundles, after developing users on a large scale, the quality of its network has not lagged behind, which also laid the foundation for China Mobile to occupy the top spot in the broadband market. In terms of 5G users, China Mobile is also the operator with the largest growth. On the one hand, this depends on China Mobile's huge user base. On the other hand, the accelerated follow-up of infrastructure has also boosted its rapid user growth. It is worth noting that since China Unicom announced the 5G package user data, its user growth rate has also been rapid, and it successfully developed a number of 5G users in the tens of thousands in May.

The significance behind the “transformation” of 5G users is significant

In 2020, the Chinese government proposed to accelerate the construction of new infrastructure. 5G is considered the top project of new infrastructure. 5G network is the key support for the digital economy, the key digital infrastructure supporting the digitalization, networking and intelligent transformation of the economy and society, and the main driving force leading the evolution of the network and promoting the development of the Internet of Things, artificial intelligence and big data.

According to the China Academy of Information and Communications Technology, by 2020-2025, 5G will drive telecom operators' network investment of 1.7 trillion yuan and vertical industry network and equipment investment of 4.7 trillion yuan. It is estimated that from 2020 to 2025, 5G commercial use will drive 1.8 trillion yuan of mobile data traffic consumption, 2 trillion yuan of information service consumption and 4.5 trillion yuan of terminal consumption. The Chinese government attaches great importance to the construction of 5G networks and proposed to adhere to the "moderately advanced" construction rhythm at the beginning of 5G network construction. At present, my country has built the world's largest 5G mobile network.

According to the latest data, China Mobile has built 460,000 5G base stations, and all prefecture-level cities and some key county towns have commercialized 5G. China Unicom and China Telecom have jointly built and shared the world's first and largest 5G network. So far, the two parties have built and opened more than 400,000 5G base stations, saving more than 100 billion yuan in construction funds.

my country's ability to enter the 5G era so quickly is inseparable from the support of policies and the attention of consumers, and more importantly, the vigorous promotion of operators. my country is one of the first countries to commercialize 5G. Technology, industry, and applications have entered the "no man's land" and there is no experience to learn from. The rapid development of 5G users has greatly helped the development of 5G in my country. For example, the mobile phone industry. With the popularization of 5G networks, 5G mobile phones have been sold well. From January to May 2021, the total shipments of mobile phones in the domestic market totaled 148 million units, a year-on-year increase of 19.3%, of which 5G mobile phones were 108 million units, a year-on-year increase of 134.4%. Whether it is the average selling price or the boost to sales, there is a significant boost. China Mobile has also stated that in 2021, it will work with partners to achieve more than 200 million new 5G mobile phones in the network.

There is also a long and valuable industrial chain behind the mobile phone, including radio frequency, modules, chips, batteries, etc. The growth of 5G users will undoubtedly accelerate the progress of each link in the industrial chain. Not only that, the multiplier effect of 5G is also bringing broad development prospects to more industries.