In the mobile phone number has been with the payment, social, travel tightly bound the situation, the consumer to change the cost of increasing number, the only opportunity is to provide consumers with a number of demand.

 

        Rampant on the whole net of the war finally affect the supervision into the Council. Recently, the Sichuan Provincial Communications Authority issued "on the telecommunications company false propaganda, slander propaganda briefing", that Sichuan Telecom propaganda "all Netcom national standards" are false propaganda, and informed that Sichuan Yaan Telecom will be printed in the publicity LOGO mobile phone called fake all Netcom mobile phone, for slander propaganda. Sichuan Provincial Communications Administration ordered Sichuan Telecom to rectify.

 

        But then, China Telecom Sichuan company issued "on the six-mode all Netcom mobile phone to become an international standard statement," said as of June 30, 2017, the whole network of mobile phones accounted for 80%, and said it will start the whole Netcom series of consumer feedback action, to protect the consumer's right to know and freedom of choice.

 

        Obviously, a few months of "true and false all Netcom" voice of the war, will continue. User bonuses disappear, visible growth space is less and less, the development of the user's pressure is also growing, any "user growth" in the space are full of competition.

 

        All Netcom war, burned in the consumer dual card dual standby mobile phone, the three operators "second card slot" staged intensified battle.

 

The second card slot war

 

        According to the Ministry of Industry recently released data, as of June 30, 2017, the total number of mobile phone users in China has reached 1.36 billion, almost the same as the total population of China. Among them, the number of 4G users in China reached 888 million, accounting for 65% of total users.

 

        13.6 billion total users, China Mobile contributed 866 million, accounting for 63.7%. 888 million 4G users, China Mobile contributed 593.7 million, accounting for 66.9%, telecommunications, China Unicom, and less than half of the move.

 

        2013, TD-LTE standard 4G license issuance, telecommunications, China Unicom choose to wait for a more favorable FDD LTE license, and China Mobile with the favorable TD-LTE standard to open 4G era, network construction, terminal industry chain, the number of users are a rapid Ride away. After 2015, the increasingly weak telecommunications, China Unicom began to alliance, in the terminal resources, marketing, publicity, network construction and other areas of interoperability resources, boycott from the pressure of China Mobile.

 

        According to the data at the end of 2016, mobile, telecommunications, China Unicom, respectively, with 4G base stations 1.51 million, 89 million, 740,000, taking into account the frequency of different resources, the latter two network coverage has been basically with the mobile flat, there is no significant difference in network quality. Moreover, in 2014, iPhone 6 Plus set off the whole network after the trend, the mainstream flagship aircraft have been achieved at the same time to support the three major operators network, the original control of the telecommunications industry, the terminal industry chain is no longer an obstacle.

 

        Although the number of users is quite different, but the three major operators of the network capacity is already in the same starting line. In the case of mobile has been sitting on 67% of 4G users, Telecom, China Unicom must think about how to eat from the mouth of the move. In the mobile phone number has been with the payment, social, travel tightly bound the situation, the consumer to change the cost of increasing number, the only opportunity is to provide consumers with a number of demand.

 

        Telecom, China Unicom's entry point, is "never enough" flow. Since 2014, China Mobile's per-capita traffic has increased from 155M to 700M, an increase of 350%, while traffic prices fell by only about 50%. With the dual card dual standby all Netcom mobile phone, telecommunications, China Unicom can provide mobile users with much lower than the market price of the card, consumers use mobile main card, you can still use Unicom, Telecom mobile phone card, the future may even " The

 

        This business model quickly ignited the communications market, telecommunications, China Unicom quickly launched a variety of ultra-low-cost, high-capacity traffic card, or even unlimited flow, followed by the launch of the corresponding products. Moreover, Tencent, Ali, Baidu, drops, Youku and other nearly 100 Internet companies and three operators to launch targeted pricing packages, a variety of "Wang card", "treasure card" batch come out.

 

        But the offensive and defensive war is always staged, China Mobile emergency modification with the terminal manufacturers custom machine program. Modified mobile custom machine, the use of mobile main card, telecommunications, China Unicom's mobile phone card can only access 2G, this directly sealed the telecommunications, China Unicom's large number of target markets.

 

        In the 3G era, 4G early, through the custom machine to increase the user sticky is the means commonly used by operators. But the China Mobile's counterattack was rival called "castrated version of the whole network through", true and false all Netcom dispute moment swept the entire communications market. June 2017, Heilongjiang Province, Telecom, China Unicom has been to the local Communications Authority complaints mobile, said the latter "disrupt the communications market order, monopoly communications market."

 

Custom machine battle

 

        Need to point out that China Mobile to the terminal manufacturers, sales channels to provide tens of billions of financial subsidies for the cooperation of custom machines have absolute right to speak.

 

        2016 year, China Mobile terminal sales revenue of 85 billion yuan, China Telecom, China Unicom, respectively, income of 34.6 billion, 33.2 billion yuan. Operators sold terminals are purchased from the terminal manufacturers, 2016, mobile, telecommunications, China Unicom from the terminal manufacturers to purchase terminal costs were 87.3 billion yuan, 32.9 billion yuan, 36.5 billion yuan. At the same time, in 2016, the three operators were to provide consumers with 10.1 billion yuan subsidy, 9.3 billion yuan, 3 billion yuan. In addition, the move to the social channels to pay the commission is also much higher than telecommunications, China Unicom.

 

        Huge cash flow to determine a strong right to speak, and mobile cooperation is not smooth mobile phone manufacturers are likely to instantly lose subsidies, channel support. Therefore, Telecom, China Unicom can only expand the publicity, hope that through the consumer's intention to counter mobile custom machine strategy.

 

        However, the banner of "protecting consumers' right to know" does not seem to get consumer response. According to the recent multi-provincial Communications Authority released the second quarter of 2017 service quality report, almost no consumer complaints about the "castrated version" custom machine. Consumers are dissatisfied with the operators, still focus on changing business issues, without permission deductions, malicious deductions and other long-standing problems.

 

        Moreover, it should be noted that although the three major operators continue to increase channel investment, but the operator terminal sales have begun to decline. Results show that in 2017 Q1, the three major operators customized machine sales were significantly reduced. Among them, China Telecom terminal sales revenue of 8.233 billion, down 6.8%, China Unicom terminal sales revenue of 7.579 billion, compared with 2016 Q1 10.36 billion down 27%. China Mobile sales terminal of 23.1 billion, 20.1 billion yuan in 2016 down 10.7%.

 

        "This is the over-competition, the user dividends disappear, this vicious competition in the telecommunications industry continues to staged, and ultimately drag the whole industry into the water, cocoon," a senior business operators to reporters: "This competition is consumed Operators finally established the channel, the terminal industry chain of ecological system.

 

        In fact, the operator compete for the second card slot, some mobile phone manufacturers have been in the development of traditional mobile phone card without the terminal. Prior to this, Apple, Samsung has repeatedly negotiated the introduction of electronic SIM card, which can make mobile phones, tablet, Internet users can no longer be bound to an operator, to achieve rapid switching operators. With more and more mobile phone companies to consider this model, the terminal and the operator out of the relationship, it seems not far away.