It is a duty for China Unicom to win against China Mobile, but it is a skill to win against China Telecom

In 2018, policies such as mixed-ownership reform of operators and transformation 3.0 have entered a deep water stage; the "people's livelihood package" of the 2019 National People's Congress will also advance number portability by one year. Some netizens are already anxious about how to divide the market pie and have analyzed the situation:

"(China Unicom) always thought that China Telecom and you were brothers in distress? Don't be ridiculous. China Telecom has developed to this point in ten years. China Telecom has a firm development goal and a clear direction. When did it take China Unicom into consideration? To this day, I have to say that China Unicom should stand firmly with China Mobile. China Mobile eats meat and I drink soup. For any user who is not interested in China Mobile, his choice becomes two, China Telecom or China Unicom. This is where the competition is least likely to be found, and it is also the most intense.

In other words, China Mobile is currently saturated with users, and some users who have left the network and are disappointed with China Mobile are now a resource. China Telecom and China Unicom should work together to dig for it, and whoever digs more will win. So, China Unicom people, policies should be formulated for China Telecom. China Mobile's shrinkage is inevitable, but don't let China Telecom reap the fruits."

[[261449]]

China Telecom and China Unicom 4G services compare speed and get more benefits

In 2018, the three major operators competed fiercely in the 4G market. In the first half of the year alone, China Unicom, with the support of various Internet cards, had an extremely strong momentum in the development of 4G business, and once surpassed China Mobile. (But after May, this situation took a sharp turn for the worse and did not improve until the end of the year.)

In January 2019, the three major operators all delivered good results for the new year. China Mobile's broadband user growth rate was the largest, making it the largest dominant player; China Telecom demonstrated its strength in 4G business.

With the release of the operating data of the three major operators in February 2019, it is slightly bleak compared with the previous month. Among them, China Mobile's operating data has declined significantly, especially in broadband performance, which has fallen sharply and seems to lack stamina; although China Telecom and China Unicom have declined slightly, they remain stable. In 4G business, China Telecom and China Unicom have regained a city.

In terms of 4G business, China Mobile is a huge obstacle, and China Unicom's enthusiasm in Internet cards has also attracted a large number of users. At this time, China Telecom firmly adheres to quality first and launches "unlimited data" packages without blindly pursuing low rates. Large data packages are not price war products. This strategy has allowed China Telecom to make steady progress in 4G business and maintain a good level.

Mobile market without telecom

Before the reorganization in 2008, the gap between China Unicom and China Mobile was getting bigger and bigger, and China Telecom had not yet entered the mobile market.

In 2008, the restructuring plan of China's telecommunications industry was announced. China Unicom's CDMA network was separated from its GSM network. The former was acquired by China Telecom, and the latter was merged with China Netcom to form New Unicom. China Railway Communications was merged into China Mobile. The existing six major basic telecommunications operators will be merged into three major groups, namely: China Unicom will merge with China Netcom, China Satellite Communications' basic telecommunications business will be merged into China Telecom, China Telecom will acquire Unicom's CDMA network (including assets and users), and China Railway Communications will be merged into China Mobile Group as its wholly-owned subsidiary.

China Telecom acquired China Unicom's CDMA network at a total price of 110 billion yuan (China Telecom Group will acquire China Unicom's C network assets for 66.2 billion yuan, and the listed company will acquire C network business for 43.8 billion yuan). The purchase price of C network was high, and for a while, it was said that "the profitability of CDMA network and the current number of users may be overestimated." China Telecom General Manager Wang Xiaochu also said that the acquisition of CDMA network will affect China Telecom's recent performance. China Telecom will invest heavily in the first two years after the acquisition, and will not be able to achieve a balance between income and expenditure of CDMA network until 2012.

In addition, China Telecom has disadvantages in C-net operation, such as talent shortage, unsatisfactory revenue and user numbers. Industry insiders say that China Telecom may become a victim of restructuring and its prospects are worrying.

China Telecom emerges from historical difficulties

With the CDMA network and the tens of millions of users accumulated through PHS, China Telecom was able to breathe a sigh of relief. From 2008 to 2015, it operated smoothly mainly in the mode of mobile phone + package.

In December 2015, China Telecom and China Unicom held a joint press conference in Beijing to release the "Six-mode All-Network Terminal White Paper". Previously, Unicom mainly promoted dual 4G (four-mode, FDD, TDD, WCDMA, GSM), while China Mobile focused on five modes (four-mode plus TD-SCDMA), neither of which had China Telecom's CDMA.

The development of six-mode full network has positive significance for consumers, operators and the entire telecommunications industry. Industry insiders analyzed that the cooperation between China Unicom and China Telecom is purely to fight against China Mobile. In addition, the six-mode advocated by China Telecom also completely avoids the trouble of having few terminals.

In 2016, China Telecom announced its terminal industry policy. By the end of the year, China Telecom had launched more than 20 800M LTE full-mode and full-band terminals, and the market share of all-network terminal channels continued to increase. Among them, in China Telecom's channels, all-network terminals exceeded the market average by more than 10%. The popularity of all-network terminals has laid a solid foundation for the rapid development of China Telecom's mobile business.

"Unlimited traffic" really started in 2017. China Telecom seized the opportunity of large traffic development and vigorously promoted large traffic packages. At the same time, stimulated by the continuous decline in traffic charges, it met the rapidly growing traffic consumption needs of users and was very popular in the market.

From then on, the curse of "once you enter the telecommunications industry, it's like entering a deep ocean" was broken.

China Unicom is bleeding

While China Mobile is sticking to the high-end market, it is also developing rural business. China Telecom has been vigorously recommending integrated packages, using its superior broadband to promote development and maintain high income. However, China Unicom has been blindly recommending Internet packages, lowering the value, but who will make up for its own losses?

For users, China Unicom does have a certain market because of its low prices; but as an operator, China Unicom is bleeding and is not a long-term development strategy.

Putting China Mobile aside, China Telecom has always been quite confident in its broadband business, with a legacy and a kingly mentality. In addition, in the past ten years, Telecom's mobile network has surpassed China Unicom, so if China Unicom beats Telecom, it will be a win.