the author: Zheng Jun
weibo have a lot of jokes, come from various experts, and then be microblogging users all kinds of play. Recently there is a sentence interesting game, “since… The “, all rights reserved the logic of the original sentence is “since the SMS charges, WeChat should charge”. Micro letter charge rumors is indeed a hot topic recently network.
text messages and micro letter is the same thing? Indeed, both can send information; But there are still voice micro letter, pictures, video and the function of social sharing. In simple terms, the function of the SMS is a traditional feature phones, and the micro letter is the function of the smart phone, is the product of the mobile Internet.
but as for the fees issue, this is only the surface of the difference, the deep difference is that in the operator. Both the biggest difference is that message can bring revenue to operators, and WeChat is take the network traffic, unable to bring income to operators within the data package, it will significantly impact on operators original SMS, MMS and talk on the phone, the business will occupy the operator network traffic.
it is easy to understand, users increasingly through WeChat and operator service revenue will lost messages and calls. In view of the micro letter has exceeded 300 million, consider, operators suffer losses seem to reasonably require the user to pay. But wait a minute, the loss of the operators is the charge to compensate for the users to it? Might as well throw with Chinese characteristics, to find out the condition of the U.S. market.
2 billion messages a day
apple launched in 2011, called iMessage — function allows apple users send text messages between computers, tablet and mobile phone, included in the network traffic is not charge by operators. According to recent data in January this year, the current article called iMessage — users send messages every day 2 billion. Given called iMessage — can also send pictures and video, this means that the operator of the SMS and MMS income fell by 2 billion.
in fact, with the development of mobile Internet, traditional communication function to the network transfer has become an inevitable trend. Besides called iMessage — such a free SMS, WhatsApp, KiK such “micro letter” to the original. WhatsApp low key, but at the end of 2011 when the daily information sent to reach 1 billion, now that their users has reached nearly 400 million, believe that there should be a sharp growth.
this is just the mobile Internet impact on operators of SMS and MMS part of the business. On the other hand, Google Voice, Skype, Viber, mobile Internet applications such as Rabtel also appear constantly, with cheap or free calls to replace the traditional dial telephone. As long as have a smart phone, so long as has the network traffic, operators of traditional text messages and calls, consumers can not completely.
“the conscience” Google’s Google Voice, for example, the United States and Canada SMS and calls are completely free, and make international call to China from the United States, only 2 cents per minute and less than RMB 1 3. But the largest operators AT& T cell phone if a $4 monthly international long-distance package, to call to China is $0.15 – $0.18 per minute, equivalent to about RMB 1, 7 to 9 times that of Google Voice. If you don’t deal with the international package directly dial, then charges is $3.49 – $3.52 per minute, is Google charges 175 times!
now the us economy, high unemployment and the American people than Chinese also know to save money. Beside me in the U.S. smartphone individual users, few would use his cell phone to call international long distance directly, and most would call by various applications.
at the end of the year before, the Mobile solutions provider Mavenir Systems, a British independent research institutions entrusted to Mobile Squared, about 31 of the world’s biggest Mobile operator, conducted a survey. Survey found that more than thirty percent of all operators said network communication software in their calling and texting revenue decline, more three-quarters of the operator, concern about the impact of the mobile application for the future.
according to the survey, 32.3% of the operators in the communication flow (including text, video and voice calls) for network communication application fell by 11% – 20%; And 20% of operators and even in the next five to 10 years of their traffic will be shrunk 31% – 40%.
just the above data show that all kinds of mobile Internet applications also operators has brought the huge impact to the United States, the serious influence to their traditional text messages and calls business revenue. So operators and industry experts in the United States, why not put forward since the SMS and call charges, then WhatsApp, called iMessage — and Google Voice is the charge?
WhatsApp co-founder Brian ek meal (Brian Acton) once said in an interview, the rise of such communication applications boom will lead the data package, and as a data package business service providers, operators also profit from it, actually it is all related to the data. He believed that, WhatsApp not SMS killer.
in order to use called iMessage — and WhatsApp, consumer must choose the data plans dozens of dollars a month, smartphone users each month the amount of data needed for far more than feature phones, operators can get a lot of revenue in this respect. , on the other hand, American consumers prefer to purchase contract from operators in smartphones, in a two-year contract packages, operators to obtain overall income more than for a variety of applications of the loss of revenue.
on the other hand, because the telecom market belongs to the free market, competition is fierce, if there are operators to charge for called iMessage — and WhatsApp, may face in addition to regulatory scrutiny, and passionately class-action lawsuits, profit-seeking blood lawyers also will be very happy to agent such litigation, a hard knock from operators. In addition, the loss of smartphone users will is the most afraid of operators.
in fact, in the era of mobile Internet, the role of operators have transformation from the traditional communication service providers for the network service provider. They are more like a smartphone dealers and water pipe network. Whether operators willing to, the trend trend is irreversible, transformation only adapt itself, is likely to survive in the market competition.
pay the tencent
to return to the Chinese market, the mobile Internet tide also has had a great impact on traditional carrier, micro letter, DMS applications such as erosion of their traditional business income. Only operators and industry experts from traditional telecom thinking, put forward the famous “since… The “argument.
step back again, if because the market characteristics, WeChat really want to be charged, so pay is the tencent. Europe broadband providers are also proposed, the users use Google services such as YouTube occupies too much network flow, so Google and other Internet content providers should pay the extra fee. But foreign operators must abide by the principle of “network neutrality”, network operators may not differentiate between network service by adjusting the network configuration, need to equal treatment to all use the Internet users.
micro letter is the most successful product tencent in the era of mobile Internet, because if the operator is micro letter to user fees, lead to similar applications such as the user to select m chat, so tencent’s mobile strategy will suffer a severe blow. In view of the micro letter commercialization has just started, tencent can’t afford to micro letter because users pay losses, little take big and pay the operators “toll” is also the tencent.
if operators really WeChat user fees to China, then can be said to be “special fees, for special you”, and embodies the characteristics of the Chinese market.
Source: the catalogue