What is the development trend of Internet and communication industry in China?

The development trend of Internet and communication industry in China is as follows:

Internet:

Introduction: Internet (English: Internet), also known as Internet, or transliteration of Internet, started from 1969 ARPANET in the United States. It is a huge network connected in series between networks, which are connected by a set of common protocols to logically form a single huge international network. The general Internet refers to the general Internet, and the Internet refers to the special Internet. This method of connecting computer networks together can be called "network interconnection", and on this basis, the global internet covering the whole world is developed, which is called Internet, that is, the interconnected network structure. The Internet is different from the World Wide Web. The World Wide Web is just a global system based on hypertext links, and it is one of the services that the Internet can provide.

Development:

The Internet in China has formed a large scale, and its applications are diversified. The Internet is changing people's lives more and more profoundly.

Study, work and lifestyle even affect the whole social process. By the end of February of 201165438, the number of netizens in China had exceeded 500 million, reaching 5130,000, with 55.8 million new netizens in the whole year. Internet penetration rate increased by 4 percentage points from the end of last year, reaching 38.3%.

The network economy is developing rapidly. According to iResearch's statistics, the market size of network economy will exceed 230 billion yuan in 20 1 1 year, and it will reach 540 billion yuan in 20 13 years. In the market segment structure, the proportion of 20 1 1 mobile internet and online advertising increased slightly, and the proportion of e-commerce remained above 40%. Among them, the growth of the mobile Internet market is mainly due to the rapid expansion of mobile services of traditional e-commerce companies and the rapid advancement of mobile payment; The stability of e-commerce market mainly benefits from the continuous growth of online shopping and travel booking market; The proportion of advertisers' online advertising continues to increase, helping the overall online advertising market to maintain a steady upward trend; In the online game market, the growth of online game market gradually tends to be flat because the online game user payment market is close to saturation.

Under the expectation that the Internet industry and China's economic development are improving, Internet companies appear in the market again. Since 20 10, Internet companies in China have been listed frequently overseas, among which American IPOs are the majority. These listed companies account for 1/4 of the total IPO companies in the United States, becoming the second wave of collective listing after the listing of Internet companies such as Beijing Sina Internet Information Service Co., Ltd., Beijing Sohu Internet Information Service Co., Ltd. and Guangzhou Netease Computer System Co., Ltd. in 2000. Like the last wave, the price-earnings ratio of these listed online enterprises is generally high. 20 1 1 in may, four China internet stocks were listed one after another, but the market performance was disappointing. Although Renren.com rose by 30% on the first day, it fell the next day and fell below the issue price of $ 14 per share on the fifth trading day. NetQin broke the world's first day and finally ended the day's trading with a drop of nearly 20%.

Professionals say that many American investors are only concerned about China's economic growth, and they don't understand the company's fundamentals at all. There is obvious speculation in their pursuit. In addition, all kinds of so-called Chinese enterprises' performance fraud and illegal operation news emerge in an endless stream, which leads to an unprecedented credibility crisis of Chinese concept stocks. The second Internet bubble is not far away. Under the appearance of internet prosperity, it is actually a surging tide. In this context, Internet companies should pay close attention to the development of the industry, seize opportunities and resist risks.

Development scale:

The scale of netizens in China continues to show a trend of sustained and rapid development. By the end of June 2008, the number of Internet users in China had reached 253 million, while that in the United States was 21800 million at the end of 2007. According to the estimation of the growth rate of Internet users in the United States, the number of Internet users in the United States will not exceed 230 million by the end of June 2008, so the number of Internet users in China has jumped to the top in the world. In the same period, the number of netizens in China increased by 9 1 10,000. In the first half of 2008, the net increase was 43 million. More and more residents are aware of the convenient function of the Internet. With the scale and structural characteristics of netizens, the reduction of the cost of internet equipment and the improvement of residents' income level, the Internet is gradually entering thousands of households. The country with the highest Internet penetration rate in the world is Iceland, and 85.4% of its residents are netizens. China's neighboring countries, South Korea and Japan, have a penetration rate of 7 1.2% and 68.4% respectively. The Russian Internet penetration rate, which is similar to China's economic development level, is 20.8%. On the one hand, there is still a big development gap between China and developed countries. Only when the overall economic level of China and the educational level of its residents reach a higher level can the development of Internet in China be promoted more quickly. On the other hand, the popularity of the Internet shows that the Internet in China is on the rise and has great development potential.

The scale and access methods of netizens are different, and the industry and netizens are very concerned about the speed of broadband access. The more netizens enjoy broadband access, the better the Internet access in China. The proportion of Internet users accessing broadband in China is 84.7%, and the scale of broadband Internet users reaches 2140,000 households. The number of mobile Internet users in China has reached 73.05 million. Among the 253 million netizens, 28.9% have used mobile phones to surf the Internet within six months. With its unique convenience, mobile Internet access has developed rapidly in China. With the development of mobile internet access, netizens have more choices, and the change of mobile internet access also reflects the change of internet access conditions.

By the end of 2009, the number of netizens in China had reached 384 million, and the Internet penetration rate was 28.9%, which was higher than the world average. At this rate, the number of Internet users in China is expected to exceed 500 million in the next 2-3 years.

China Internet Network Information Center (CNNIC)20 12 The 29th Statistical Report on China's Internet Development released in Beijing on June 6th shows that the number of Internet users in China has exceeded 500 million, reaching 565,438 by the end of February. Internet penetration rate increased by 4 percentage points from the end of last year, reaching 38.3%.

2065438+20061October 22nd, China Internet Network Information Center released the 37th Statistical Report on Internet Development in China. According to the report, as of 2065438+February 2005, the number of netizens in China reached 688 million, and the Internet penetration rate reached 50.3%. More than half of China people have access to the Internet.

User profile:

With the steady progress of the 20 13 broadband China special campaign, the number of Internet broadband access users nationwide increased by110.94 million from the end of last year, with a net increase of 2.937 million over the same period of last year, reaching a total of18/kloc-. The proportion of high-speed broadband access users has increased significantly. The proportion of broadband access users above 2M, 4M and 8M reached 95. 1%, 72.3% and 17.2%, respectively, which were 0.8, 6.5 and 1.2 percentage points higher than the end of last year. Work on fttp has progressed steadily. FTTH/0 users have increased by 93 1. 1.5 million, with a monthly net increase of more than 1.5 million, reaching 29.692 million, and the proportion of FTTH/0 users in the total broadband users has increased from 1.6% at the end of last year to/kloc-0. By the end of June, the proportion of xDSL users in the national broadband access users had dropped to 62.3%, down by 10.6 percentage points compared with the same period of last year and down by 5.6 percentage points compared with the end of last year.

From June to June, the number of mobile Internet users increased by 40 1 1.5 million, and the user scale reached 804 million, up by 13.8% year-on-year. The penetration rate of mobile phone users increased from 67.2% in the same period last year to 68.4%.

Among them, the number of mobile phone users reached 464 million, an increase of 293 1 10,000 compared with the end of last year, and the proportion of netizens using mobile phones increased from 74.5% at the end of last year to 84.2%.

The following are global trends:

The global Internet has expanded rapidly since its commercialization in 1990s, and has become an important information infrastructure to promote the economic development and social progress in the world today. After more than ten years of development, by the end of June 2007, the global Internet had covered 233 countries and regions on five continents, with 65.438+93 billion netizens and 654.38+06.6% users. Broadband access has become the main way to access the Internet. At the same time, the Internet has rapidly penetrated into all fields of economic and social activities, which has promoted the process of global informatization. The global Internet content and service market is developing actively, and many ISPs participate in the industrial chain of international Internet services. Therefore, the Internet service industry has been actively developed, which has promoted the formation of some Internet service providers, such as Google, Yahoo and eBay. And become an internet company with global influence. From June 5438 to 10 in 2006, Google's market value has reached145 billion US dollars, making IT the third largest IT company in the world.

Although the development of Internet in China started late, it has also developed rapidly since the beginning of the new century. According to the latest Survey Report on Internet Development released by China Internet Network Information Center (CNNIC), by the end of February 2006, the number of netizens in China had reached 654.38+37 million, which was 22 1 times of the 620,000 netizens first surveyed in June 1997. The number of broadband Internet users reached 90.7 million, ranking second in the world, and the number of mobile Internet users was170,000. China has 843,000 websites and 4.47 billion webpages. These figures are staggering.

I. Main services and business income provided by Internet service providers

With the development of broadband and the deepening of globalization, the business application of Internet in China is basically the same as the mainstream business application in the world, and the ISP in China also stands at the same starting point as the ISP in the advanced countries in the world in terms of service provision. International mainstream Internet services have been applied in China. Table 1 lists the main Internet applications provided by ISP/ICP in China.

However, the main Internet applications of local ISPs in China still have the characteristics of China. For example, the development of online game business and instant messaging business in China is obviously better than the global average.

In 2005, the total revenue of Internet service providers in China was about 30 billion RMB. The overall income of the industry has increased significantly, with the growth rate of about 40% in 2004-2005. Table 2 shows the income of typical Internet service providers in China. The growth rate of ISP's business income varies greatly, with the average growth rate exceeding 30%.

The original way of providing services for free on the Internet used to be the characteristics and advantages of the Internet, which promoted the development of the Internet. However, if everything is provided free of charge, it will be difficult for the Internet to rapidly improve its service-providing ability, and its application and development in various professional services, such as financial industry and publishing industry, will be limited. Therefore, ISPs all over the world are actively exploring business models and profit models in their own development.

The development of ISP companies varies widely. From the business model of China ISP, there are three basic business models:

● The first is a large and comprehensive business model, in which ISP provides a wide range of Internet services. For example, in the 1990s, Yahoo was the representative of this method.

● The second mode is to focus on the main business. For example, Tencent focuses on instant messaging services; Home Inn, which just listed on NASDAQ, is an ISP focusing on the hotel industry.

● The third is the comprehensive business model. For example, a big portal like Sina, while mainly engaged in news and information services, operates online games, provides online advertising services and other Internet services, and benefits from these non-main businesses.

Internet service providers in China mostly adopt the mode of integrated information service, providing other Internet information services while paying attention to their core business. Through this business model, ISP can expand the business operation field, expand the profit source, enrich the business model and enhance the core competitiveness.

The business model adopted by ISP in China is related to the competitive pattern of Internet application market in China. Due to the fierce competition in various business fields of the Internet, the competition pattern may change at any time, which leads most domestic ISPs to pay attention to comprehensively consolidating and upgrading their core business capabilities and improving the access threshold for business services. Through this development model, ISP ensures its monopoly, dominance or dominant position and creates opportunities for its own development.

In addition, most ISPs in China cooperate with domestic telecom operators. China Telecom launched the Internet Star cooperation platform, which became a good reason for many ISPs to seek cooperation with China Telecom. Each ISP provides Internet services on the network platform of China Telecom, which not only promotes the development of broadband industry chain, but also ensures the development of its own users and services and promotes its own good operation. Monternet platform of China Mobile is a good platform for many ISPs providing mobile Internet services to cooperate with China Mobile. Generally speaking, traditional telecom operators and ISPs share business income to enjoy the benefits. This cooperation mode has brought the development and extension of the communication industry chain, and the value distribution has gradually moved towards a reasonable balance. Although this model is successful at home and abroad, traditional telecom operators still occupy the main control position in the whole business process. China telecom operators are adjusting this sharing mode, and the appearance of the new "50 50" mode marks the beginning of a new round of operation mode adjustment of China ISP. Generally speaking, although content is king has gradually become an important feature of China Internet business market, the obvious advantages of ISP in content have not fundamentally changed the dominant force in the industrial chain. Network resources and user resources are still important factors that determine who is the protagonist in the Internet business industry chain.

Second, analysis of typical ICP operation mode

According to the main business division, China ISP mainly has the following categories.

1. search engine ICP

By the end of 2005, 89. 1% of Internet users had used search engine services. In the search engine market in China, China's ISPs, such as Baidu, have surpassed overseas ISPs headed by Google and become the main market occupiers. The search services provided are also increasingly rich, including map search, forum search, blog search and more and more subdivision services. Statistics show that in 2005, among the income of China search engine ISP, Yahoo earned 280 million yuan, ranking first, Baidu earned 270 million yuan, ranking second, and Google earned 65.438+0.5 billion yuan, ranking third.

(1) business model

The lack of profit model of search engine ISP at home and abroad has become the main confusion of future development. More and more search engine ISPs look for ways out from other directions, relying on providing online advertising services and e-commerce to make profits.

(2) A typical case-Baidu Company.

Baidu is the best search engine service provider in China. In the process of promoting its own operation and development, online advertising business is the main source of income. Baidu launched a series of measures aimed at improving user stickiness and expanding the scope of its main business services, including bundling Baidu search toolbar with HP commercial computers, expanding search business to Web2.0, and providing blog search. In the third quarter of 2006, Baidu's total revenue reached $30.3 million, its operating profit reached $9.6 million, and its operating profit rate was 32%. The scale of advertising revenue is the highest in history, reaching $3,065,438+billion, an increase of 65,438+08% ~ 28% from the previous month.

2. Instant messaging ICP

Instant messaging ISP mainly provides instant messaging services based on Internet and mobile Internet. Instant messaging ISP can play a leading role in the commercial value chain of instant messaging because it has its own user resources. This is very rare in the business model of cooperation with operators.

(1) business model

More and more ISPs are involved in providing mobile instant messaging services. There are two kinds of instant messaging services: mobile phone instant messaging and Internet instant messaging, and their operating modes are quite different. Internet instant messaging service appeared earlier, because it followed the free mode of the Internet, leading to vigorous development. With the popularity of this service among Internet users and the improvement of user loyalty, instant messaging service providers began to charge fees. However, the main revenue source of Internet instant messaging ISP comes from advertising revenue of instant messaging clients. In contrast, mobile instant messaging services appeared relatively late, generally using SMS and WAP access, and some operators use built-in instant messaging clients to provide services. Most mobile instant messaging services are paid services, and mobile instant messaging ISP is more dependent on mobile operators, and many mobile operators themselves are mobile instant messaging service ISPs. Mobile instant messaging service adopts monthly billing (such as SMS) or usage billing (such as WAP).

(2) A typical case-China Unicom and Tencent cooperated to develop mobile instant messaging service.

In order to improve users' ARPU and increase users' stickiness, China Unicom launched the mobile IM service. The strategy of China Unicom is to cooperate with the most famous instant messaging ISP at home and abroad to complement each other and expand the market. Tencent is a local instant messaging ISP with the earliest instant messaging service and the highest market share in China. Since 2003, China Unicom has cooperated with Tencent to provide "Tencent QQ" instant messaging service based on BREW platform in CDMA network provided by China Unicom.

3. Mobile Internet services

Mobile Internet Service ISP mainly provides mobile Internet services, including WAP Internet service, mobile instant messaging service and information download service.

(1) business model

ISP providing mobile Internet service mainly adopts the business development mode of cooperation with mobile telecom operators. In the form of revenue sharing and benefit sharing, * * * provides Internet services. For example, Sina, Tom and Kong Zhong, these ISPs cooperate with China Mobile to handle its rich content, realize the requirements of China Mobile, and obtain business income. In this mode, ISP is greatly influenced by the change of operator's policy.

(2) A typical case-Airnet Company

As a wireless value-added service provider and wireless Internet portal operator, Kong Zhong's total revenue in the third quarter of 2006 was $25,065.438 billion, up 24% year-on-year. Kong Zhong's total advertising revenue from wireless Internet portals was $59,000, an increase of 65,438+068% compared with $22,000 in the previous quarter (see Table 3). With the steady development of wireless Internet portal business, the advertising revenue from wireless Internet portal in Kong Zhong is increasing. However, influenced by the new policy of China Mobile's mobile value-added services, the business income of Kong Zhong has changed greatly.

Communication industry:

development status

all

With the accelerating integration of industrialization and informatization, the government's security investment has been increasing. In recent years, the scale of private network communication market has been expanding, reaching 6.82 billion yuan in 20 12.

Public security system

According to the calculation of 2900 public security departments at or above the bureau level, 2900 mobile base stations are needed; According to the number of police in China is 6.5438+0.7 million, which requires 6.5438+0.7 million wireless communication terminals. According to 10 police officers and 1 police car,170,000 vehicle-mounted wireless communication devices are needed. At present, the price of Motorola's digital mobile base station is about 800,000 yuan, the price of handheld terminal is about 4,000 yuan, and the price of vehicle-mounted terminal is about 6,543.8+0.5 million yuan. According to quantitative calculation, the communication capacity of China's public security system private network is 65.438+0.65438+0.67 billion yuan.

Fire extinguisher system

According to a squadron of 8 fire engines, * * * has 23,200 fire engines. According to estimates, firefighters in China need145,000 wireless communication terminals and 23,200 vehicle-mounted stations or mobile relay stations. The terminal equipment is calculated as 4000 yuan, and the vehicle-mounted station or mobile relay station is calculated as 654.38+0.5 million yuan. The communication capacity of the private network of the fire protection system is about 654.38+0 billion yuan.