The news of "cooperation between China Unicom and Tencent" comes from the list of centralized cases of operators unconditionally approved on June 65438+1October 65438+July 23, 2022 issued by official website, State Administration of Market Supervision.
According to the documents, the newly established joint venture between Unicom Innovation Venture Capital Co., Ltd. (hereinafter referred to as "Unicom Venture Capital") and Shenzhen Tencent Industrial Venture Capital Co., Ltd. (hereinafter referred to as "Tencent Venture Capital") was unconditionally approved. Deadline is 65438+ 10+August.
According to the information in the relevant publicity form, the newly established joint venture company will mainly engage in content distribution network (CDN) and edge computing services. After the transaction is completed, Unicom Venture Capital, Tencent Investment and related employee stock ownership platforms will hold 48%, 42% and 10% of the equity of the joint venture company respectively.
Unicom Venture Capital and Tencent Investment jointly control the joint venture company. At present, the establishment of the joint venture company is in the process of promotion, and the establishment registration has not yet been completed.
"The new generation of information technology represented by 5G is developing rapidly, and all walks of life are undergoing digital and intelligent transformation, which puts higher demands on network transmission speed, fluency and data security. CDN and edge computing technologies have developed very conveniently. " Qiu said that the cooperation between China Unicom and Tencent is also complementary to each other's advantages in this business field.
Ma Jihua, an independent telecom analyst, told China Newsweek that China Unicom has network resources and infrastructure foundation, and Tencent has technological advantages, rich usage scenarios and strong financial strength. The two parties may cooperate in specific business through the newly established joint venture company or invest in other promising companies in related fields.
"Unconditional examination and approval" is just an administrative word, indicating that the newly established joint venture company will not affect the industrial structure and cannot form a monopoly.
At the 20021China Unicom Partner Conference, Liu Liehong, Chairman of China Unicom, announced the new positioning and strategy of Unicom, and comprehensively proposed the main channel of digital economy, with "big connection, big computing, big data, big application and big security" as the main responsibilities, and at least three main responsibilities were related to CDN and mobile edge computing services.
At the same time, Tencent has also established a research team of 5G technology and application-Tencent Future Network Lab, and established T-BLOCK, the first 5G edge computing center of Tencent Cloud.
According to the public information of this case, in the service market of China content distribution network (CDN), in 20021year, the market share of China Unicom Venture Capital was 0%-5%, the share of Tencent's production and investment was 5%- 10%, and the total of all parties was 5%- 10%. In China's edge computing service market, the market share of Tencent's production and investment in 20021year was 0%-5%.
Unicom Venture Capital was established in Beijing in April, 20 14, and its main business is the investment of its own funds. Tencent Investment 2065438+was established in Guangdong in September 2009. Its main business is venture capital, enterprise management consulting and investment consulting. The ultimate controller of Tencent's production and investment is Tencent Holdings Limited, whose main businesses include communication and social networking, digital content and financial technology.
"From a level, it is a general cooperation between subsidiaries of two large companies, and it has nothing to do with' mixed reform'." Ma Jihua said.
This is not the first case of cooperation between operators and Internet technology companies this year. The case of China Mobile Capital Holding Co., Ltd. acquiring the equity of Venus Star Information Technology Group Co., Ltd. was also unconditionally passed, and the conclusion time was August 22nd.
According to public information, Venus Star is a comprehensive provider of network security products, trusted security management platforms, security services and solutions with completely independent intellectual property rights in China.
"Mixed reform" refers to the mixed ownership reform of state-owned enterprises, which promotes state-owned enterprises to participate in market competition by introducing collective capital, non-public capital and foreign capital into wholly state-owned and state-controlled enterprises. The mixed reform of China Unicom once became the focus of attention of all parties.
As early as 20 17, China Unicom reached in-depth cooperation with Alibaba Cloud and Tencent Cloud. The cooperation contents of the two major Internet companies are slightly different. According to the announcement of China Unicom, China Unicom and Tencent are building data centers, with Tencent providing the main technical support and Unicom providing resources, networks and offline channels to improve the flexibility of traditional telecom services.
Cooperation with Alibaba Cloud has deepened. Alibaba Cloud will fully open its cloud service capability to China Unicom, and China Unicom will open its main data center and network resources to Ali, and provide sales channels for government and enterprises.
"The new joint venture between China Unicom and Tencent is also a new measure based on the mixed reform of their respective business development needs." Ma Jihua said that at present, the three major operators have their own efforts in cloud computing. China Mobile has launched its own mobile cloud, China Telecom's Tianyi Cloud and Huawei's deep binding. China Unicom mainly draws lessons from Alibaba Cloud, and Tencent Cloud will become a new boost for China Unicom.