The invincible Xiao Qiang! The short message service of operators may rise.

On August 18, China Mobile disclosed the prospectus, revealing a lot of business details of the company. As can be seen from the prospectus, China mobile SMS (including MMS) service can achieve nearly 30 billion revenue every year, which makes many users who have long stopped using SMS service dare not expect it.

From 20 18 to 2020, the SMS revenue of China Mobile was 28.8 billion yuan, 28.648 billion yuan and 29.458 billion yuan respectively, realizing the revenue of 20.216438+0 billion yuan in the first half of the year. As you can see, the income of this business has been very stable, which makes people sigh that SMS and MMS still have such strong vitality!

However, it gives me the feeling that in the era of mobile internet, most of the tens of billions of short message market demand must come from enterprises. Why do you say that?

The short message service is recovering.

It is reported that the mobile phone short message service has a history of more than 20 years in China. Since 1998, the number of short messages in China has increased year by year, at an alarming rate. In 2000, the number of short messages sent in China was 654.38+billion, and in 2065.438+02, the number of short messages sent reached an astonishing 900 billion. At that time, the mobile phone short message market gave birth to huge business opportunities, and the short message platform software ushered in huge development opportunities in services, software manufacturing and other industries.

However, this number has actually become the peak of short message sending in China. Since then, the domestic SMS business volume has continued to decline, which is terrible. The data shows that in 20 13, the national mobile SMS business volume decreased by 0.6% year-on-year; In 20 14 years, the mobile SMS business volume decreased by14% year-on-year; In 20 15, the mobile SMS business volume decreased by 8.9% year-on-year; In 20 16, the mobile SMS business volume decreased by 4.6% year-on-year; In 20 17, the mobile SMS business volume decreased by 0.4% year-on-year.

It is worth noting that, due to the weakness of short message services such as WeChat and QQ and social software, in 20 17, China Telecom announced that public MMS, WAP value-added services, morning and evening newspapers, Tianyi Express and Tianyi VIP special issue mobile newspaper services would be offline on June 30, 20 18, and stopped providing related services to users.

Now China Mobile's financial report for the first half of 20021proves that SMS and MMS are still a big market, and from the data of the last three years, users' demand for SMS and MMS is relatively stable. So what is the specific reason for the "recovery" of SMS business? The Ministry of Industry and Information Technology said that the reason why the mobile short message service can stop falling and rebound is inseparable from the application of business login and identity authentication. This means that users of SMS services are increasingly turning to B-side.

The demand of enterprises is strong.

The data shows that the total number of mobile phone users in China is as high as 654.38+600 million. Considering real-name registration system's registration and low coverage cost, SMS has almost become the best channel for enterprises to transmit information to users.

After all, a short message is only a few cents, but it can bring huge benefits. When merchants and enterprises have a mass short message platform, it means that they have an unparalleled cost-effective advantage. In the process of using the mass short message platform, they can exchange higher income through low cost. The mass short message platform is also rich in available resources, and making good use of the short message platform can bring huge benefits to enterprises.

In addition, in this Internet age, smart phones have become popular in our lives. On smart terminals, most apps need SMS verification code to log in. Compared with other authentication login methods, this authentication method is relatively safe and stable, and it is also the most commonly used authentication login method for users and enterprises.

According to data from market research institutions, SMS verification code is a new growth point for operators under the clear trend of App market. In 20 13 years, the domestic SMS verification code service scale was about12.910 million yuan, and by 20 19 years, the domestic SMS verification code service scale reached103.34 million yuan.

With the advent of the 5G era, the birth of RCS short messages and the distribution and download of a large number of apps, there will still be a large market demand for short messages in the future.