For operators, the issuance of 3G licenses means the beginning of a new round market competition; for equipment suppliers, it means there will be a huge investment cake worth RMB280 billion yuan in the future three years; for subscribers, 3G means the bandwidth of cell phone surfing will be sharply increased and the charge will be cheaper and cheaper. For 3G itself, 3G is a service market. Both the construction and operation of 3G will promote a new development for telecommunication manufacturers.
Wen Jiabao, Premier of State Council, stated when delivering government work report on The 2nd Session of The 11th National People's Congress on March, 5th that technological R&D and industrialization shall be supported and promoted, including such aspects as new energy, biology, medicine, 3G mobile communication, 3-network integration, energy conservation and environmental protection. Before it, only after one week that State Council Executive Meeting approved the initiation of 3G licenses, Ministry of Industry and Information Technology of P.R.C. (MIIT) issued 3G licenses to three major operators promptly.
In the early January, MIIT announced that China Mobile Communications Corporation (China Mobile) had been approved to add TD-SCDMA-based 3G business operating permission, China Telecommunications Corporation (China Telecom) had been approved to add CDMA2000-based 3G business operating permission, and China United Network Communications Corporation Limited (China Unicom) had been approved to add WCDMA-based 3G business operating permission.
For operators, the issuance of 3G licenses means the beginning of a new round market competition; for equipment suppliers, it means there will be a huge cake in the market; for subscribers, 3G means the bandwidth of cell phone surfing will be sharply increased and the charge will be cheaper and cheaper. What's more important, under the current international financial crisis, 3G construction will not only benefit expanding domestic demand and promoting economic stable and rapid development, but also benefit expediting industrial enterprises' structural adjustment and industrial competitiveness upgrade.
Drive RMB2 trillion yuan social investment
Li Yizhong, Minister of MIIT, once revealed that in accordance with their own development plans of the telecom operators approved to operating 3G licenses, around RMB280 billion yuan is planned to directly invest on 3G in 2009 and 2010. Experts analyst that 3G construction could promote the shape-up of such a communication industrial chain that includes 3G network construction, terminal equipment manufacture, operating service and information service. In the future three years, it will even drive the social investment worth nearly RMB2 trillion yuan and drive China's GDP up 0.5 to 1 percent.
Our reporter learned that since the beginning of this round of telecom reorganization, for the sake of taking positive position in the future 3G operation, the three major operators had finished the upgrade and capacity expansion of the current network and the equipment public bidding successively. Besides the former initiated TD network construction, China Unicom is expediting the internal test on the first batch of WCDMA trial network in such eight cities as Shanghai, Shenzhen, Foshan, Liuzhou, Zhengzhou, Baoding, Wuhan and Wuxi. In this month, China Unicom will officially conduct WCDMA equipment public bidding, and the first batch of WCDMA network will be officially opened in May. According to plans, China Unicom will finish the network distribution in big cities before the mid-2009, and realize the network operation in middle-and-above-level cities before the end of 2009.
Due to technologies, the speed on upgrading and transforming China Telecom's CDMA network will be faster. Industrial experts estimated that China Telecom would be such an operator that could provide overall 3G services the earliest, and the time of upgrade from current CDMA network to 3G-version CDMA2000 only need one month. An insider in Guangdong China Telecom revealed that Guangdong China Telecom would have a mature capacity on issuing 3G numbers by the mid of this year.
"Operators will turn their focus on trying their best to construct 3G network. And the situation of the operators in the future five to ten years will depend on the competitive strength in 3G era. Therefore, under this network construction strategy, it is very likely that operators will take short time and high quality as a goal, not dragging but seeking for quick success." This will play a huge promoting role in the overall telecom industrial chain and national economy development. Liu Yunjie, Director of Science & Technology Committee of China Unicom, believed that the 3G license issuance in China will even play a huge promoting role in the global stagnant market.
Zeng Jianqiu, Professor and Doctoral Advisor of Economics and Management School of Beijing University of Posts and Telecommunications, believed that the driving of 3G demand will be a continuous course and unlikely to invest several hundred billion Renminbi all at once. Issuing 3G mobile communication licenses will exert significant function in driving domestic demand, optimize the competitive structure in telecommunication market and advancing the maturity of TD-SCDMA industrial chain. Speaking in such an aspect, 3G doesn't play industrial cards but national cards. Under the challenge to global economic development, 3G will become a powerful weapon to resist international financial crisis.
3G demand will be released gradually
Zeng Jianqiu also expressed that the driving of 3G demand will be a continuous course, especially in the big country China, to promote 3G networks comprehensively needs several years. Meanwhile, the driving of 3G has a chain relation. 3G itself is a service market. The 3G construction and operation will enable telecom manufacturers have a new development. 3G will play a positive role in driving domestic demand, including promoting the development of China's 3G and global 3G. With the official issuance of 3G licenses in China, telecom operators, equipment manufacturers, cell phone manufacturers and even investors in share market are all itching to share the cake. Seen from the experience of overseas 3G operations, 3G network investment construction will drive the growth of telecom equipment manufacturers' revenue, and the promotion of 3G business will enhance operators' ARPU and their business expansion capacity in some extent. Some consumers expressed that although the 3G operation cost in the early stage is relatively higher, and the price is possibly higher, with the rapid growth of the group using cell phone to surf in the internet, the competition of the three major operators will be fiercer, and the charge on mobile data business will be lower and lower.
Meanwhile, while China's three major operators are expediting 3G network construction, they will also make full efforts to fasten the development of 3G business to let 3G be used widely in terms of education, art, science, office, entertainment, communications, business, work, daily life, health care, first-aid treatment and disaster relief. Therefore, with the new impact of 3G on the consumption mode of information era, compared with the consumption demand stimulated by 3G constructions, the investment scale for the construction only takes up a small part.
Lv Tingjie, Dean of Economics and Management School of Beijing University of Posts and Telecommunications, expressed that the year of 2009 mainly focuses on the fundamental infrastructure construction. Various application developments have an exploring course, so the promotion speed will be low. It is estimated that the blowout growth of 3G application will emerge in the second half of 2009 or in the early of 2010.
No comments:
Post a Comment