The first 2018 communications report is released: Telecom rates are falling and the three major operators are accelerating reforms

On January 20, Carrier Finance Network released the "2018 Communications Industry Report" (hereinafter referred to as the "Report"). This report covers ten major sectors, involving operators, equipment vendors, and cloud computing. , Internet of Things and other four industry fields, and launched various rankings and annual lists.

Telecom business volume revenue shows a "gap" and SMS business ends 7 years of negative growth

According to statistics from relevant departments of the Ministry of Industry and Information Technology, as of November 2018, the number of telecom users has reached 1.56 billion. Among them, there are more than 1.16 billion 4G users, and the 2G/3G decommissioning work has achieved remarkable results. The current competition for the second card slot will be the focus of operators.

From January to November 2018, my country’s total telecommunications business volume reached 5,784.4 billion yuan, a year-on-year increase of 139.2%; telecommunications business revenue reached 1,198.1 billion yuan, a year-on-year increase of 2.9. The communications industry still has a stable "double growth" and has nearly tripled the expected target set by the Ministry of Industry and Information Technology in 11 months. However, it is worth noting that the telecommunications business volume has reached 48 times.

It is worth noting that my country's mobile Internet traffic has increased 15 times in the past four years. This year, mobile Internet traffic is 61.6 billion GB, a year-on-year increase of 204.90, showing a "blowout" development. But in the context of fierce price wars, this does not mean that traffic consumption has brought about an increase in revenue in the communications industry.

The report specifically pointed out that this year, the SMS business ended seven years of negative growth. From January to November, the SMS business volume was 741.17 billion yuan, achieving a positive growth of 8%. In terms of categories, the proportion of point-to-point SMS business has declined year by year, and currently accounts for less than 20%; mainly due to the growth of enterprise SMS, such as service login, identity verification, etc., which have become the key to the SMS business turning from loss to increase.

The three major operators are frequently reforming and accelerating the adjustment of their business structures

In terms of the overall revenue pattern of the three major operators, China Mobile still leads the way, especially the broadband business has become a "bright spot" .

However, it is worth mentioning that China Unicom has completed its “hybridization” and is moving forward with in-depth “reform”. At the same time, China Unicom's "slimming and fitness" reform has achieved great results, and management agencies at all levels have been greatly streamlined.

On the whole, due to the impact of the cancellation of roaming fees and the reduction of 4G traffic tariff prices, the ARPU value has declined irreversibly, and the pressure on operators to increase revenue has intensified, and the resulting "price war" competition has also It seems difficult to contain, causing concerns in the industry. The report of Operator Finance Network calls on the three major operators to stop the price war as soon as possible and achieve a harmonious and win-win situation.

The cloud market revenue exceeds 100 billion, and the five public cloud companies account for nearly 80% of the share

The report points out that the global cloud computing industry continued to grow in 2018, and the scale of my country's industry exceeded 100 billion. With the addition of one million cloud companies in 2020, the cloud computing market prospects will become even brighter. But for now, the scale effect of the cloud market is prominent, and the top five in global market share occupy 70.9 market shares.

The report shows that the growth rate of public cloud and private cloud will slow down in the next three years. However, with the acceleration of cloud migration in traditional industries such as government affairs and industry, private cloud has huge room for growth, and operators are Private cloud has obvious advantages.

Regarding the market performance and comprehensive strength of cloud computing vendors in 2018, Tencent Cloud, Tianyi Cloud, etc. occupy the forefront of public clouds. Among private clouds, Tianyi Cloud, Huawei Cloud, Woyun, Dayun and Inspur Cloud ranks high.

The report also summarizes the market situation of IaaS, PaaS and SaaS respectively. At present, the cloud market is generally dominated by IaaS and SaaS layers, and the PaaS layer is "under attack from both sides" and tends to merge with the IaaS layer.

In addition, the report pointed out that the main field of most cloud service providers that received financing from 2017 to 2018 was in private cloud. Among them, Qingyun, Huayun, and Yun Tuteng all received more than 1 billion in financing, and Judging from the development of the cloud market in 2018, the competitive path of capital war, price war, and space war has transitioned to a value war.

The Internet of Things NB-IoT market has begun to explode, showing four major trends

From the perspective of the prospects of the Internet of Things, 2019 can be said to be critical. The number of global Internet-connected devices will reach 24.5 billion in 2019. By 2020, more than 60 companies and organizations around the world will apply IoT products and solutions. Although my country has initially formed a complete industrial system in 2018, especially the industrial Internet of Things There is still a lot of room for growth.

2018 was a hot year for NB-IoT technology. China Unicom and China Mobile issued large orders for 3 million and 5 million NB-IoT communication module projects respectively, accelerating the layout of the Internet of Things. At present, the three major operators have more than one million base stations, covering basically the entire country.

The report points out that the current Internet of Things is showing four major trends: first, the market momentum is increasing and focusing on large-scale markets; second, the Internet of Things is turning to intelligent connectivity, with the edge core becoming the focus; third, the scope of applications is expanding, towards With the evolution of low-power technology, the fourth is the enhancement of the Matthew effect, and industrial competition has become fierce.

At the same time, the report also provides a detailed analysis of the progress of key links such as IoT networks, platforms, modules, sensors, and chips, and ranks enterprises in the industry chain. In terms of IoT chip manufacturers, MediaTek and Unisoc are at the forefront. Among the module manufacturers that performed well in 2018, Gosuncn, Shanghai Quectel, China Mobile Internet of Things, etc. were at the forefront.

In terms of the comprehensive strength and influence of domestic IoT companies in 2018, eight companies including Huawei, China Mobile, Alibaba, China Telecom, Xiaomi, Hikvision, Haier Group, and China Unicom ranked Forefront.

Major incidents involving uneven joy among communication equipment giants occur frequently

"ZTE banned", "Datang FiberHome merged into CITIC", "Huawei Meng Wanzhou incident", 2018 2019 is undoubtedly a turbulent year for equipment manufacturers, but it is also a year of substantial profits for equipment manufacturers. The report points out that the bearer network brings massive demand for optical fiber cables, transmission access equipment and optical modules, which directly benefits the research and development of terminal components and network optimization/testing services.

The report pointed out that the importance of patented technology to equipment manufacturers has become increasingly obvious. Looking at innovative R&D equipment manufacturers in 2018, Huawei, China Information Technology, FiberHome Communications, Putian, Zhongtian Technology and other companies are among the best.

In terms of revenue, in the first half of 2018, Huawei’s revenue in the first half of the year exceeded 325.7 billion. It is worth noting that in addition to the system equipment field, China's optical fiber and cable manufacturers have grown rapidly. In the first half of 2018, Zhongtian Technology's revenue reached a maximum of 15.7 billion, followed by Hengtong Optoelectronics, and Tongding Internet and YOFC had smaller revenue.

However, in fields such as servers and routers, foreign brands still have the advantage.

Operator Finance Network also summarizes various lists of operators, terminals, cloud computing and IoT industry chains to provide decision-making reference for enterprises.