Interests determine ass: why China mobile become vanguard pressure micro letter

article/finance new century weekly reporters hold conference members Zhu to

in recent days with the communications industry friends to chat, talk of telecom operators and WeChat that something. Topic is fragmented, pick a few points to share. Just as a side view of the operator, does not represent the author fully agree with their views.

1, China mobile’s why at this time put forward WeChat excessive takes up its signaling resources? Has two kind of speculation, it is reported in March that China mobile, operating profit fell for the first time in 10 years, need to find the reason, and results. Big companies like China mobile, once the profit decline, will be long-term and irreversible trend. Second, signaling impact, is a sense of technical reason. As China mobile, can’t pick, WeChat replaced part of the voice and SMS services, cause declines, so need to compensate.

2, why China mobile the most positive attitude, China telecom and China unicom ambiguous? The interests of the decision. China mobile said signaling are occupied by the excessive, but no clear is 2 g network or 3 g network. Voice business, 90% to 70% of the China mobile data services run on the 2 g network, pressure is the largest. China mobile is facing user loss, business is partly replace situation, such as natural challenged WeChat OTT business, etc.

China unicom and China telecom was noncommittal. 3 g network should not exist the problem. 3 g is separate voice and data, there is no signaling is occupied by a excessive impact on the phone. And they don’t have the positive conflict and WeChat OTT business, with the help of these operations, it can bypass China mobile users, the development of more 3 g users, why not? But on the other hand, also cannot let the micro letter OTT businesses such as wanton development, let operators really just a pipeline. With the mobile internal contradictions, and micro letter belong to them. To China mobile to knock a these fees or other to negotiate, cooperation pattern is the same copy.

3, the core of China mobile, not a bonzi killed WeChat, but to ensure the steady growth of revenue and profit. Micro letter promoted the growth of mobile traffic, but there is no corresponding linear income growth, the increment is not income. More can be evil, WeChat is also partly replace the voice calls and text messages, resulting in revenue decline. Flow of revenue growth is far less than the traditional business losses. This is also the inevitable trend of communication technology and business development. How to break? Improve the flow rates is a way. But the data flow based business, raise rates had a huge impact. User is difficult to accept, the ministry, the national development and reform commission and other departments may not batch. In addition, blindly raise rates do not benefit the ascension of network utilization, need is the price and find the best balance between network utilization, to maximize revenue.

another way, it is the share of traffic operators value-added benefits. All of the business model, are stakeholders deal structure. Micro letter business model in the design, must want to consider the interests of the operators. Otherwise, operators interests can not get the cases, the only “best” maintain WeChat quality of service. In the end, the operators, tencent and user to lose. If tencent consider the interests of the operators, the two sides Shared the flow of value-added benefits. There were a lot of cooperation mode, such as charging, divided into pattern are good design. These patterns, applicable to all mobile Internet OTT business.

4, refactoring fetion, no dice. Corporate gene, culture and values, can’t change. All operators, including China mobile, no want to good strategy of the mobile Internet era. Behind conflict with micro letter just surface, is the carrier of the collective.

5, like all the industrial revolution, telecom operators in the face of subversion’s psychological path will also be negative, angry, helpless and passive acceptance.