Source: Newspaper.
With the coming of 2022, Shang Xiaopu, a senior telecom analyst and a well-known writer in China's communication industry, briefly analyzed and predicted the future development trends of the four major communication operators. The following is purely personal analysis and is for reference only.
1 and the four major operators in the 5G era will not merge, let alone split. The four major operators are not split and merged, but small outsourcing at the business sales level and open access at the network level. 2. In terms of business sales, the four companies will engage in small outsourcing, but at the network level, in rural areas, they will cover the bottom with low frequency, and the four companies will open up a 5G access network. 3. Megacities may be four companies doing their own work, while medium-sized cities and small cities are four companies enjoying two access networks. Indoor coverage in megacities is 4.9G, and outdoor coverage in cities is 3.5G and 2.6G. All base stations are built and maintained by Tower Company. The tower is maintained by Zhongtong Service and China Mobile Tietong. It can also be handed over to Huawei ZTE for maintenance (four companies pay rent or buy services every year). In order to thoroughly implement the five new development concepts of innovation, coordination, green, openness and * * * enjoyment, and accelerate the convergence of three networks and cloud networks, the four major communication operators actively innovated and explored radio and television, mobile open * * * access to high, medium and low spectrum resources, and 4.9G band open * * * access for indoor coverage in the process of new infrastructure construction of 5G networks. Three companies, Radio and Television and China Telecom Unicom, opened * * * to enjoy 3.6G frequency band for urban hotspot coverage, and four companies, Radio and Television and China Mobile Telecom Unicom, opened * * * to enjoy 700M low frequency band for 5G signal backing coverage in the vast rural areas. In the future, the four major telecom operators will neither merge nor split, but the network will be fully outsourced, privatized and market-oriented under the overall planning of the state. Shang Xiaopu, a senior telecom analyst and a well-known writer in the domestic communication industry, predicts that the future development trend of the four major communication operators should be that the ownership of state-owned enterprises (mainly referring to fixed assets and network infrastructure) is completely separated from the management rights (mainly referring to business production and business sales services), and the ownership belongs to the state's overall planning, and the construction and maintenance of communication infrastructure can be enjoyed by all * * * * people, and intensive public enterprises are implemented. In terms of operation and production, we can innovate and explore large-scale outsourcing mode, fully privatize, market and compete freely. In the future, the four major operators will basically do this! To put it bluntly, it is a state-owned private enterprise, which is somewhat similar to Singapore's light tin-adding model. Its essence is the complete separation of ownership and management rights of state-owned enterprises, and the state-owned enterprises have changed from managing assets to managing capital. In terms of network infrastructure construction and maintenance, China Tower Company makes overall planning, and the four companies can cooperate and complement each other, share openly, and implement intensive and public enterprise. And innovative exploration in commercial production and commercial sales services, change the development mode, business model and sales model, or outsource on a large scale, and implement privatization, marketization and free competition. Simple administration and decentralization, grasping the big and letting go of the small, combining the management with the management, stimulating endogenous power and market vitality, and stimulating entrepreneurial innovation. Take the opportunity of 5G base station and gigabit fiber broadband new infrastructure to promote the transformation and upgrading of new consumption.
In short, the future development trend of communication operators is to explore and promote the separation of network and industry in the field of telecommunications, and gradually realize the independent operation of communication networks, and the market-oriented competition and cooperation of business sales and community service outsourcing are parallel. However, in terms of network, it is mainly based on intensive cooperation and mutual benefit, complementary advantages and competition, and the four networks enjoy the interconnection and roaming of different networks.