The difference of telecom business volume shows a "gap". SMS business has experienced a negative growth for seven years.
According to the statistics of relevant departments of the Ministry of Industry and Information Technology, as of June 20 1 165438, the number of telecom users has reached15.6 million, of which 4G users have exceeded11600,000, and the effect of 2G/3G disconnection is obvious. At present, the competition for the second card slot will be the focus of operators.
20 18,1-1,the total telecom business in China was 5,784.4 billion yuan, up139.2% year-on-year; Telecom business income 1 198 1 100 million yuan, up 2.9% year-on-year. The telecommunications industry is still steadily "double increasing", and 1 1 month has nearly tripled the expected target set by the Ministry of Industry and Information Technology. But it is worth noting that the telecom business volume has reached 48 times.
It is worth noting that in the past four years, China's mobile Internet traffic increased by 15 times, and this year's mobile Internet traffic was 61600 million GB, up by 204.90% year-on-year, showing a "blowout" development. However, in the context of fierce price war, this does not mean that traffic consumption has brought about an increase in the income of the communication industry.
The report specifically pointed out that this year, the short message service ended its seven-year negative growth. In June, the short message service volume was 7.41-10.7 billion yuan, achieving a positive growth of 8%. In terms of categories, the proportion of peer-to-peer SMS services has been declining year by year, and currently accounts for less than 20%; It is mainly the growth of enterprise short messages such as service login and identity authentication, which has become the key to the short message business from loss to increase.
The three major operators frequently reformed and accelerated the adjustment of business structure.
In the overall revenue pattern of the three major operators, China Mobile still leads in an all-round way, especially the broadband service has become a "bright spot".
However, it is worth mentioning that Unicom's "mixing" has been completed and is "changing" its depth. At the same time, China Unicom's "slimming and fitness" reform has achieved great results, and the management institutions at all levels have been greatly streamlined.
On the whole, due to the cancellation of roaming charges and the downward adjustment of 4G traffic tariffs, the ARPU value is irreversible, and the pressure on operators not to increase revenue is intensified. The resulting "price war" competition seems to be difficult to contain, causing concern in the industry. The report of the operator's financial network called on the three major operators to stop the price war as soon as possible and achieve a harmonious and win-win situation.
The revenue scale of the cloud market exceeds 100 billion, and the share of the five public clouds accounts for nearly 80%.
The report pointed out that the global cloud computing industry continued to grow in 20 18, and the industrial scale of China exceeded 100 billion. With the participation of millions of cloud enterprises in 2020, the cloud computing market has a broader prospect. However, at present, the scale effect of the cloud market is outstanding, and the top five global market share accounts for 70.9% of the market share.
The report shows that the growth rate of public and private clouds will slow down in the next three years. However, with the accelerated development of traditional industries such as government affairs and industry, private clouds have more room for growth, and operators have obvious advantages in private clouds.
According to the market performance and comprehensive strength of 20 18 cloud computing vendors, Tencent Cloud and Tianyi Cloud are in the forefront of public cloud, while Tianyi Cloud, Huawei Cloud, Wo Yun, Dayun and Inspur Cloud are in the forefront of private cloud.
The report also summarizes the market situation of IaaS, PaaS and SaaS respectively. At present, IaaS and SaaS are the main markets of the whole cloud market, and PaaS layer tends to merge with IaaS.
In addition, the report pointed out that most of the cloud service providers who received financing from 20 17 to 20 18 were mainly private clouds, among which Qingyun, Huayun and Yuntuteng all received financing of more than 10 billion. From the development of 20 18 cloud market, the competition path of capital war, price war and card war has turned to value war.
The NB-IoT market of the Internet of Things began to break out, showing four major trends.
As far as the prospect of the Internet of Things is concerned, 20 19 is the key. In 20 19, the number of global networked devices will reach 24.5 billion, and by 2020, more than 60% enterprises and organizations around the world will apply IOT products and solutions. 20 18 China has initially formed a complete industrial system, but there is still a lot of room for growth, especially the industrial internet of things.
2065438+2008 is a year of NB-IoT technology fire. China Unicom and China Mobile issued 3 million and 5 million NB-IoT communication module projects respectively, which accelerated the layout of the Internet of Things. At present, the number of base stations of the three major operators exceeds one million, covering the whole country.
The report pointed out that there are four major trends in the Internet of Things at present: First, the market power is overweight and concentrated in the large-scale market; Second, the Internet of Things turned to Zhilian, and the marginal core became the focus; Third, the scope of application has expanded and evolved to low-power technology; Fourth, the Matthew effect has increased and industrial competition has become fierce.
At the same time, the report also analyzes in detail the progress of key links such as Internet of Things networks, platforms, modules, sensors and chips, and ranks enterprises in the industrial chain. In terms of chip manufacturers of the Internet of Things, MediaTek and Ziguang Zhanrui are in the forefront. Among the excellent module manufacturers in 20 18, Xing, Shanghai Mobile Communication and China Mobile Internet of Things are in the forefront.
Judging from the comprehensive strength and influence of domestic Internet of Things enterprises in 20 18, eight enterprises, including Huawei, China Mobile, Alibaba, China Telecom, Xiaomi, Hikvision, Haier Group and China Unicom, are in the forefront.
Major events with mixed feelings frequently occur among communication equipment manufacturers.
"ZTE was banned", "Datang Fiberhome merged into CITIC Branch" and "Huawei Meng Wanzhou Incident", 20 18 was undoubtedly a turbulent year for equipment suppliers, but it was also a profitable year for equipment suppliers. According to the report, the bearer network brings a huge demand for optical cables, transmission access equipment and optical modules, and the research and development of terminal components and network optimization/testing services directly benefit.
The report pointed out that the importance of patented technology to equipment manufacturers is becoming more and more obvious. 20 18 In terms of innovative R&D equipment manufacturers, Huawei, China Shinco, Fiberhome Communications, Putian and Zhongtian Technology are among the best.
In terms of revenue, in the first half of 20 18, Huawei's revenue in the first half of the year exceeded 325.7 billion. It is worth noting that, in addition to the field of system equipment, China's optical fiber and cable manufacturers are growing rapidly. In the first half of 20 18, Zhongtian Technology's revenue reached15.7 billion, followed by Hengtong Optoelectronics, and Ding Tong Internet and Changfei had less revenue.
However, in the field of servers and routers, foreign brands still dominate.
The operator financial network also summarizes various lists of operators, terminals, cloud computing and Internet of Things industrial chains, providing decision-making reference for enterprises.