Mobile, telecommunications, Unicom: 5G To B fancy solution

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The arrival of 5G has triggered collective carnival. The imagination brought about by the characteristics of 5G large bandwidth, high reliability, low latency and other characteristics extends to all walks of life. As the main body of the communications industry, operators also participate in it.

In recent years, the three major operators of mobile, telecommunications, and Unicom have formed a unified development consensus in the TO C to the TO B market. By integrating their own resources and capabilities, provide customers with more diversified business and services, and continue to stimulate customers' diversified needs to achieve the continuation of B -end value.

5G to B's "problem solving ideas"

Since the 3 years of commercial 5G commercialization in my country, the industry has widely regarded it as a key infrastructure for the digital transformation of the industry. The fact is true. The value of 5G in the current B -end market has become more and more significant.

Huo Houkun, the chairman of Huawei rotated, mentioned at the Global Mobile Broadband Forum in 2021 that more than 10,000 5G TO B projects have been launched worldwide, and it has begun to be promoted in the fields of manufacturing, mining, ports, etc. in China.

The reason is that the reason why the 5G TO B project forms such a concentration in China is inseparable from the driving of many favorable policies.

Since 2019, in order to maximize the digitalization, network, and intelligent transformation of traditional industries, the state has supported the development of "5G+" in multiple policies, and actively builds a systematic 5G application deployment plan. It can be said that policy support is the main driving force for the development of 5G fusion applications in my country.

It is also a lot of favorable policy directions that have continued to attract many companies. At present, in addition to the three major operators, Internet companies such as Huawei, Tencent, Ali, and other Internet companies are also actively involved, and the competitive atmosphere is tense and fierce. It can be expected that as domestic players continue to test the 5G deep -water zone, the 5G B -end will hope to become a explosive business scenario in the future.

However, before that, all players need to recognize a practical problem: For many vertical industries, fiber, 4G and other facilities can basically meet most of the information communication and digital upgrade needs. Affected by the epidemic, many companies are limited by cost investment, and the demand for 5G has not been fully released.

Although 5G has found a relatively suitable application scenario in some industries, I have to admit that the 5G To B market is still in a state of development that is greater than the demand. For operators or other companies that cultivate the field, this is not conducive to forming formation With sustainable business model.

Obviously, a big level that is now placed in front of each participant, that is, how to stimulate the needs of the industry, and even create demand to drive the 5G TO B market to develop rapidly, thereby driving the growth of its B -end business to the greatest extent. For the answer to this question, you may wish to refer to the "problem solving ideas" of mobile, China Unicom, and Telecom, which are representative and discouraged in the field.

First layer: Basically satisfied

With the tide of digitalization of various industries, many application terminals within the enterprise gradually move towards automation and intelligence, which means that the company's demand for network connection will also be further upgraded. promote.

The 5G has the ability to large bandwidth, low latency, high security, etc., which just happened to be required for the industry's digital transformation network connection. The mobile, telecommunications, and Unicom of 5G communication giants naturally felt the existing interest relationship quickly. In order to gather more customers in one step, the three of them were full of effort at the expansion of 5G base stations.

According to the financial report data, as of 2021, China Mobile has built more than 730,000 base stations, and the capacity of Gigabit platform has covered all cities and counties; China Telecom and China Unicom shared the number of 5G base stations exceeding 690,000 stations, 5G network coverage To all cities and counties and some developed townships across the country.

Although all three are accelerating the rhythm of construction facilities, 5G to achieve continuous wide coverage is a long -term plan. It takes a long time to move, China Unicom, and telecommunications to truly reach 5G to enable thousands of industries. However, these three do not seem to plan to wait for 5G to cover the full coverage.

The current practices of mobile, Unicom, and Telecom are relatively similar. They all follow the principles of point and face. First, cut into some vertical industries (smart cities, smart education, networking of car networks, etc.), and then gradually cover all scenes.

The second layer: strengthen the link

From the above perspective, the three operators have gradually become clearly clear about the general development direction of 5G To B. The most critical part of the next is how to make 5G play an important role in the industry and become the industry's just need. In this regard, the optimal solution given by Mobile, Unicom, and Telecom is to first deepen and strengthen the B -side business.

In recent years, these three major operators have actively carried out to B business, including IDC, the Internet of Things, and cloud computing to conduct beneficial explorations on the B -end.

In terms of government and enterprises, Telecom has promoted the deep integration of "5G+Cloud+Application" and traditional industries based on massive data and rich application scenarios. It has successfully created the benchmarks of industries such as the Industrial Internet and Smart Medical.

Mobile is also continuously promoting the integration and development of "cloud+net+DICT", and its government -enterprise market growth trend is quite strong. According to the financial report, in 2021, China's market revenue revenue reached 137.1 billion yuan, a year -on -year increase of 21.4%. The number of government -enterprise customers reached 18.83 million, with a net increase of 4.99 million. China Unicom actively exerts its own resource advantages and continues to empower government -enterprise customers to promote the integration and development of innovation business and basic businesses. Its potential in the government and enterprise market cannot be ignored. In 2021, Unicom's industrial Internet business revenue increased by 28.2%year -on -year to 54.8 billion yuan, accounting for 18.5%of the overall service revenue.

In addition, in May this year, China Unicom released the nine "legion" strategy, intending to deeply cultivate key vertical industries, and provides more digital, networked, and intelligent comprehensive solutions with Unicom characteristics. The layout of this big fanfare clearly shows that Unicom is very concerned about its development on the B -end.

For a long time, China Unicom is slightly weak than the strength of mobile and telecommunications. Perhaps it is impossible for it to use the pace of mobile and telecommunications to keep up with the B -end.

Generally speaking, operators have already opened the acceleration mode on the 5G To B track. They have continuously expanded the B -end business scenario, maximized the digital transformation or upgrade needs of different vertical industries, and cultivated the habits of 5G technology in various industries. In this way, in -depth connection with the vertical industry.

Third layer: Find the new needs

The concept of the Yuan universe is all over the country, and all walks of life are trying to find connecting links. In this context, the development of the 5G business of operators has ushered in a new opportunity. In order to follow up the trend of the current era and cater to the new needs of 5G technology applications in the industry, mobile, telecommunications, and Unicom are currently trying to join the Yuan universe boom and develop new space.

The mobile company is actively constructing a new type of information infrastructure focusing on 5G, computing power network, and smart Zhongtai, to meet the requirements of the Yuan universe scene on ultra -low latency, oversized bandwidth, and strengthen the immersion ability of forging virtual scenarios, and try their best to meet the industry's pairs of various industries. Imagination of fusion of reality.

During the 2022 Beijing Winter Olympics, China Mobile launched the MEET GU of Gu Ailing Smart Smart, conducting research pilots for related computing power and capacity services, and provided a model for the subsequent empowerment industry to deploy the universe.

It is the same as the mobile strategy. Telecom and Unicom also position themselves as new infrastructure builders, and are committed to consolidating the digital base. However, the two are focused on the technical and content layout.

China Unicom focuses on new scenarios for 5G+VR/AR, human -computer interaction, and Wisdom of Wisdom, and China Unicom has established a virtual reality VR/AR base -China Unicom Lingjing Video. Telecom is focusing on content and applications, increasing 5G business innovation, promoting ecological cooperation such as cloud VR, cloud AR, and cloud games, and expanding the content supply business of the Yuan universe.

On the underlying technology, operators have unparalleled advantages in infrastructure construction such as 5G and computing power networks; on the scene, operators have many types of services such as cloud games, video bells, and space audio content. From this perspective, the three major operators have an inherent talent in the operation of the Yuan universe. In the future, the advantages will be used to achieve B -end performance growth. It is also possible to open the B -end income ceiling.

A practical dream

The continuous development of the 5G To B business has brought a lot of TO B incremental business to mobile, telecommunications, and Unicom. The intention of operators to use the B -end to become the "second curve" of the company's "second curve" is also obvious. In fact, this plan is indeed very feasible.

In the case of the above, in combination with the above, in 2021, the three major operators achieved rapid growth in political and enterprise affairs, becoming a powerful support point for building the second curve, which also means that the operator's imagination of the B -end is from the theoretical level to practice. The difficulties at the level are not overcome.

Secondly, the current market volume still has a continuous expansion. Operators have enough room for play at the B -end. According to Keystone Strategy & Huawei SPO LAB, it is expected that the global 5G -related market space in 2025 will exceed 1.6 trillion US dollars in $ 1.6 trillion The part that operators can participate accounted for more than 50%to 840 billion US dollars, of which the 5G TO B market is as high as $ 602 billion.

From the perspective of B -side business performance and overall perspective, no matter what, the development of operators in the field of To B seems to be able to achieve the effect of "water compensation".

Although there is a discussion in the boundary, under the promotion of policies and technology, the company's 5G special network will separate the big cheese of the operator's B -side business, will the situation develop so smoothly? In fact, it is not completely.

First of all, the self -built 5G special network is complicated. This is not only a technical issue. The business model and ecological construction involved in them are also the key; secondly, the preliminary cost and subsequent operation and maintenance investment are not small. Under the situation where the potential income is unclear, it is not clear. Most enterprises are more cautious to introduce 5G special networks. In short, for a long time, the status of operators in the field of 5G special networks is still difficult to shake, and the impact of self -built 5G special networks on its B -end business is still relatively small.

5G to b is still a bitter practice

It can be said that the innate advantages of mobile, telecommunications, and Unicom in network facilities and computing power have given a lot of help to the development of 5G TO B business, allowing operators to shine in today's To B -end field. However, from a long -term perspective, the current 5G To B market is still in the initial stage, and the business model is not mature enough. Many of the products and services of operators also stay at the level of network connection. there's still a long way to go.

First of all, in terms of operation, it is necessary to realize the transformation from "selling the Internet" to providing solutions for vertical industry users, pay attention to the research on the overall digital transformation needs of the industry, and truly understand the language of the industry. The 5G closed -loop overall solution of the network+platform+terminal+application "helps companies achieve the effect of reducing costs and efficiency.

Secondly, in terms of development, on the one hand, it will create an influential industry digital platform, gather partners, build an open and win -win 5G industry ecosystem, and shape core competitiveness. On the other hand, you can try to break through the traditional connection product thinking, actively explore a rich and diversified product system, and fundamentally broaden the 5G diversified profit model.

Although operators still have a lot of flaws in the in -depth development of 5G To B, this does not cover their rich achievements in the field, nor can they deny their promotion of my country's 5G To B market. The most important thing is that the operators have strong technical resources. I believe that in the future, they will truly play the ability of 5G TO B after further exploration and actively promoting the development of 5G To B.

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