How should China Mobile improve its revenue in 20 15 years?

1. Intra-industry competition turns to inter-ecosystem competition: In the past year, with the changes in the brand-new industry environment, such as the pursuit of the ultimate user experience, the opening of Internet thinking mode, the entry of virtual operator, the rapid development of WeChat platform, the continuous innovation of OTT content and application, and the richer, broader and more diversified demand for consumer information services, the communication industry will usher in an unprecedented transformation, and operators will also shift from homogeneous competition in the same industry to competition among information ecosystems.

2. The traditional business has shrunk rapidly, and the business structure has undergone major changes: in the third quarter of 2065438+2004, the revenue of China Mobile increased by 3.9% year-on-year, and the growth rate was further lower than that of the previous year. In the first three quarters, the short message service declined rapidly, with a year-on-year decrease of 20%, while in 20 13 years, it was only 1.4% lower than in 20 12 years. The total call minutes decreased for the first time, with a year-on-year decrease of 0.3% and an increase of 3. 1%. While the traditional business is shrinking, wireless Internet traffic and wireless revenue have reached a new high in the same period, and the year-on-year growth rate has also driven the development of other businesses. Therefore, it is an inevitable trend that traditional services such as voice/short MMS will shrink, and wireless Internet access revenue will surely become a new growth point for operators in the future.

3. The innovation of traffic charges needs to be broken, and the scissors difference will continue. On the one hand, as the mobile communication market changes from voice operation to traffic operation, the competition of traffic charges will change from a simple "traffic price reduction" mode of increasing package traffic to an innovative mode of free customization of traffic charges to attract users' interactive participation. In 20 15, the comprehensive tariff model with traffic pricing as the leading factor and voice short message service as the additional service will be more respected. On the other hand, with the outbreak of 4G in the future, traffic will continue to grow rapidly, but the growth of traffic revenue is much lower than the growth of traffic itself, and it is also lower than the shrinking speed of voice and SMS/MMS, thus maintaining the unbalanced development of income scissors.