Operators increase the layout of government and enterprise business, which is expected to grow into a new growth pole.

The arrival of 5G has become an opportunity for operators to develop government and enterprise services. At a time when the growth of traditional services such as traffic is weak, operators will cut into many vertical market segments such as government affairs, education, medical care and transportation with the help of new technologies such as cloud computing and Internet of Things, which is expected to find new growth points.

Operators are competing to make efforts in the government-enterprise market.

The arrival of the 5G era has opened a new round of competition for operators, and the next stage will focus on the development of the government and enterprise market, which has become the knowledge of operators.

China Telecom once emphasized that the main businesses of government and enterprises are IDC and private lines, accounting for 95%. Therefore, the Group should intensify its work, speed up the reform progress, promote the reform and development of government and enterprises based on cloud network convergence, and unswervingly promote the development strategy of "cloud reform" of enterprises with business, system and network as the core.

Cloud network convergence not only meets the transformation requirements of operators' networks, but also contributes to the digital transformation of the industry. China Telecom provides enterprises with rich cloud consulting solutions, IaaS/PaaS products of Iterative Cloud Company and operation and maintenance capabilities. Taking Tianyi Cloud Industrial Internet Platform as an example, China Telecom's 5G+NB-IOT+MEC+ABC (artificial intelligence, cloud computing and big data)+industrial PON (passive optical network) will provide comprehensive and customized cloud network convergence services for industrial Internet, helping enterprises to improve production efficiency and shorten R&D and production cycle. The strategic cooperation between China Telecom and Sany Heavy Industry has realized the "visibility, manageability and controllability" of the national factory equipment, with the production efficiency increased by 15%, the labor cost reduced by 15% and the production cost reduced by 20%.

At the same time, China Telecom has promoted government affairs to the cloud, participated in the construction of government cloud in several provinces and cities, and built a comprehensive government service platform. At present, Tianyi Cloud has built 1 1 provincial government affairs cloud platforms and 100 municipal government affairs cloud platforms.

Not long ago, China Telecom requested that all government and enterprise OTN/CN2-DCI of provincial companies be connected into Tianyi Cloud Resource Pool before the third quarter. Now China Telecom has upgraded CN2 to a high-speed internet among Tianyi Cloud, third-party cloud and third-party DC, covering 300+ cities, accessing1/kloc-0+Tianyi Cloud Resource Pool and 200+IDC, with 6000+MEC edge cloud access capability.

Relying on its own cloud network to integrate resources, China Telecom once again demonstrated its great advantages in serving government and enterprise customers, and also achieved rich returns. In the first half of this year, China Telecom's digital revenue reached 42.9 billion yuan, far ahead of the three major operators.

As for China Mobile, at the global cooperation conference held by China Mobile on June 5438+065438+ 10 last year, Yang Jie, chairman of China Mobile, pointed out that the government-enterprise market is the most important one among the four future markets of China Mobile, and it is also an important market that China Mobile strives to invest more resources to jointly promote. Therefore, China Mobile has reformed the government-enterprise system, forming a T-shaped structure of 1 government-enterprise division, three professional companies and three industrial research institutes, and a "1+3+3" government-enterprise system, thus realizing efficient resource allocation and deep business integration.

In the government-enterprise market, China Mobile has launched the information service of "Net+Cloud +DICT" around smart cities, smart transportation, industrial Internet and other fields. In the first half of this year, the number of government and enterprise customers of China Mobile reached11290,000, a net increase of1/kloc-0,000,000 compared with the end of 20 19, and the market income of government and enterprises was 5.52. DICT's revenue reached 20.9 billion yuan, a year-on-year increase of 55.3%. Facing the government and enterprise market, China Unicom has built a number of 5G lighthouse projects, focusing on industrial Internet, smart cities and medical and health fields, and successfully commercialized 5G applications. In the first half of the year, China Unicom's industrial Internet business revenue increased by 36% year-on-year, reaching 22.7 billion yuan, accounting for 16% of the total revenue of its main business, which became an important growth point of revenue.

Why does the government-enterprise market become the main track for operators?

Government-enterprise business has become a key component of the operator's strategy of "one third of the world has one". In the 5H era, there are three main reasons for operators to make efforts in the government-enterprise market:

First, the government and enterprise market in the 5G era is still a blue ocean. Judging from the development law of network economy, individual and family markets started first, while government and enterprise markets started later. At present, whether it is the government, enterprises or a large number of small and medium-sized enterprises, there are various ways of mobile Internet demand. In this regard, China Mobile said that the government-enterprise business has become the main engine of the company's income, and it is a "blue ocean". It is reported that China Mobile's government and enterprise products mainly include seven categories: communication+,video+,office+,security+,cloud+,industrial application+and international products, providing eight industrial solutions, including finance, transportation, education, industrial energy, Internet, medical care and agricultural products. It can be said that there is a huge market to be developed in every field.

Second, from the perspective of market capacity, the market capacity for the government and enterprises is greater. In the 5G era, the demand of government and enterprises for communication services will be more comprehensive, including basic network (mobile network+broadband+private line), mobile terminal, mobile office, big data, cloud storage and so on. Operators want to break through the restrictions of basic communication services, enter the vast ICT market, and open up new growth poles with their own communication resources and customer reserves.

Wang Xiaochu, chairman of China Unicom, said that looking forward to the huge demand of intelligent and digital transformation in all walks of life in the future will bring great potential for the development of enterprises.

Thirdly, from the perspective of operator's capability, services for personal and family markets are mainly based on general infrastructure service capabilities, with poor premium, while services for government and enterprise markets are based on differentiated customization capabilities, with strong premium. Taking Tianyiyun as an example, Tianyiyun has customized personalized cloud-based solutions for various industries, and satisfied the increasingly diversified cloud-based needs of government affairs, education, medical care and other industries with the three advantages of cloud network integration, security and credibility, and exclusive customization.

Open cooperative industrial ecosystem

In the case that the overall revenue growth rate of operators is slowing down or even negative, it is one of the ways for operators to solve the dilemma of increasing revenue by appropriately shifting their business focus to government and enterprise business. Industrial Internet has become an important driving force for income growth. Soochow securities pointed out that 5G has changed traditional industries through the industrial Internet, which has fully opened up the industrial chain based on the operator network, so operators play an important role in the industrial Internet.

Some insiders also believe that in the future development path of 5G, the industrial Internet will occupy a large part of government and enterprise business, and it is even expected to surpass personal business and become the leader of operators' revenue growth.

However, it is not an overnight event for operators to successfully seize the opportunity in the government-enterprise customer service market, and there is still a lot of work to be done.

On the one hand, the 5G network needs to be optimized and enhanced according to the characteristics of the 2B industry. Taking the Internet of Vehicles as an example, Wu, an academician of China Academy of Engineering, said that although the whole 5G is concerned with the Internet of Vehicles, it is first designed for public communication, which is different from the Internet of Vehicles. Public communication is aimed at customers and has a wide geographical range, but the communication geographical range of car networking is small, and 80% of urban car networking is in outdoor driving state, which requires high mobility management. Therefore, the 5G car networking needs a dedicated network and dedicated frequency, and the operator's 5G core network needs to be optimized and enhanced according to the industry characteristics. Meeting the requirements of car networking is still a huge challenge.

Secondly, it is very important to strengthen the ecosystem cooperation of partners. China Unicom said that it will actively cultivate the innovative development of 5G+ vertical industry applications in the future. At present, China Unicom is gathering the advantages of its war investment partners and continuing to carry out in-depth cooperation in key areas such as cloud computing, big data, Internet of Things and artificial intelligence. For example, Yunjing Lv Wen Technology Co., Ltd., a joint venture with Tencent, focuses on the fields of science and technology, culture and tourism, and has formed a number of product systems that can customize industry products/modules. Recently, China Telecom, together with partners such as Wanda Information, Lianzhong Wisdom, and Xinhua III, released an ecological joint plan in the field of medical cloud to build a medical cloud ecology, covering six major fields, including digital medical platform, full-performance system, cloud HIS, medical cloud desktop, 5G telemedicine, and cloud HRP system, so as to accelerate the landing of smart medical care.

5G is not only the operator's 5G, but also the 5G of millions of industries. Only by cooperating with the whole industry can operators build an ecosystem and win the development era.