New explanation of the telecommunications industry: How to occupy a new high point in the development of the digital economy?

A conference from the Yuan universe let us see the future of the digital economy.

China is one of the leading countries in the global digital economy.

The total number of digital economies in China ranked first in the world in 2020, ranking second in the world.

According to the "2022 China Digital Economy Development White Paper" released by the China Information and Communication Research Institute, the average annual growth rate of my country's digital economy has been as high as 15.9%since 2012, which is significantly higher than the growth rate of GDP during the same period.

Driven by the 5G, Yuan Universe Industry and Industry Internet, in 2021, the digital economy scale reached 45.5 trillion yuan, an increase of 16.2%year -on -year.

At the telecommunications industry listed company listed company listed company investor exchange meeting on July 8th, the theme of "embrace the new blue ocean of the digital economy and talk about the new future of the telecommunications industry", Yang Jie, chairman of China Mobile, said that it is expected that by 2025, the digital economy will be by 2025. The proportion of GDP will increase from 39.8%in 2021 to more than 50%.

China Mobile, praise 2930

Among them, the size of the information service market will increase from 1221 trillion yuan to 22.8 trillion yuan.

Why does the information service market contain the potential of huge digital economy? What positive signals will the communication between the three communications giants release the exchange for investors for the first time? What is the future of the Yuan universe?

We disassembled them one by one.

Why is communication the cornerstone of the digital economy?

After continuous iteration, today's digital economy has entered a period of acceleration.

At this stage, the digital economy is based on the "information network", with "information technology" as the power, "data resources" as the core, and "fusion innovation" as the starting point.

For the first time, the three communications giants to investors have also released positive signals for the good digital economy.

First, the information network is the foundation of the digital economy.

According to the "Metkafa Law", the network value is equivalent to the square of its nodes.

As of May 2022, the total number of users of China Mobile, China Unicom, and China Telecom was 967 million, 795 million, and 381 million respectively; 5G users were China Mobile 495 million, China Unicom 180 million households, China Telecom 224 million household.

The user nodes of the three major operators have significant advantages, and the driver of 5G "digital productivity" is becoming more obvious.

In the past five years, 5G continued to invest over 477.2 billion, of which China Mobile was 317.1 billion, China Telecom was 86.5 billion, and China Unicom was 73.6 billion.

In the 5G business model, the three operators are different.

China Mobile ’s“ enjoyment, exclusive, exclusive ”business model; China Unicom focuses on“ virtual products, hybrid products, independent special networks ”; China Telecom is“ to far away, neighbors, wings ”.

Giants use 5G network coverage, edge computing and slicing technologies to provide customers with different levels of services.

Secondly, data resources and computing power networks are the core elements of the digital economy.

Telecom operators have the advantages of full network resources, customer service accumulation and territory, as well as rich application scenarios and massive data. These are deep data protection.

At the level of computing power, the three major operators pioneered the integration of computing power networks, implemented the national "East Digital West Calculation" strategic deployment, and accelerated the optimization of the data center layout.

Taking China Mobile as an example, in 2022, China Mobile's expected computing power network expenditure will be as high as 46 billion, and the "4+3+X" data center layout is optimized. The external IDC rack can reach 407,000, a net increase of 47,000.

China Unicom and China Telecom are also actively laying out computing power. As of now, in the IDC infrastructure market, the three major operators have more than 60%of the IDC computer rooms in the country.

The third is to integrate innovation and become an important starting point for the digital economy.

The development of the digital economy is inseparable from "cloud" and "nets".

In the future, it is to allow Yun and Net to further have a chemical reaction to create a true digital platform.

For example, China Mobile focuses on the more cutting -edge computing power network in the development direction of "cloud" and "nets". Yunwang collaboration, Yunwang integration, and cloud net three steps ".

In the planning of China Mobile, the computing power will be the same as water and electricity in the future, and it will become a social -level service that is "a little access, that is, and is used".

Operators help the digital economy, and digital technology has also become the second curve for operating commercial income growth.

Taking China Mobile as an example, according to financial report data, in 2021, "Mobile Cloud" ranked first in the cloud market share growth in the cloud market, with revenue of 24.2 billion yuan, rising by 114%year -on -year.

This is just the corner of the digital economy of the telecommunications industry. The telecommunications industry has got rid of the identity of the "pipeline operator" and has become a scientific and technological innovation company that both digital enterprises and digital services.

Yuan Universe is a new test site for the digital economy

"Move the exchange meeting to the Yuan universe."

This cutting -edge idea was realized at this operator exchange conference.

This time, the telecommunications industry's first XR online broadcast conference, which was supported by China Mobile Migu Technology, from virtual hosts, to VICON Optical Capture System, DISGUISE VX4 Media Server, and to 5G+XR virtual live broadcast rooms, all of which Digital technology supports the Yuan universe.

The Yuan universe is an emerging technologies such as XR, 5G, cloud computing, and AI, thereby achieving new experimental scenarios for false and reality. It is the next stage of the global Internet. The industrial chain includes: big data, AI, cloud computing, communication technology and other underlying technologies; virtual sensory interaction technology such as XR; engine technology such as cloud rendering, cloud leading engine.

The advantages of operators exist almost every aspect of the industrial chain.

Regarding the realization of the Yuan universe, Yang Jie, the chairman of China Mobile, focused on the construction of a new information service system for innovation construction based on the "connection+computing power+ability" based on the 5G+computing power network+smart Zhongtai.

As a professional company in charge of digital content production, Migu relying on the computing power network, it has made some exploration and attempts on the road of the Yuan universe.

At the China Mobile Global Partnership Conference in November 2021, Migu officially released the transformation roadmap of the Yuan universe Migu to promote the realization of "the Internet is omnipotent, the computing power is everywhere, and the intelligence is omnipotent."

There are three characteristics of the Yuan universe: one is objectiveization, the other is the symbolic, and the third is rationalization.

Objectiveness is that people are willing to believe that the world exists objectively. To achieve objectiveization, it is inseparable from underlying technical support such as cloud computing and 5G networks.

This telecommunications industry exchange meeting is to rely on China Mobile's 5G computing power and the advantages of mobile clouds, so that online meetings are objectively presented.

Objectiveness is the "root" of the Yuan universe, and the figuration is "stem".

When you see this world with your own eyes, people really believe in its existence.

The support of Mimu's XR technical support this time has enhanced people's trust in the Yuan universe venue from the senses level.

In the past few years, Migu has participated in the formulation of the uniform standard of cloud XR, and has built the XR content matrix in the entire field to empower XR technology in multiple fields and scenes such as performing arts and sports.

The authenticity is the "flower" of the Yuan universe.

The virtual host at the press conference, based on the 19 VICON catcher camera, reflects each subtle movement and expression of the actor to the virtual host, which is even more true.

Based on the three characteristics of objectiveness, simulation, and authenticity, this time the telecommunications industry exchange will continue the sense of technology and cutting -edge of operators, and provide audiences with a more advanced and ornamental visual sensory experience.

As XR technology matures, it has also expanded a new consumer market.

China Mobile joined hands with Qualcomm to successfully realize the industry's first 5G -based end -edge -based XR.

Earlier, China Mobile Mimu was selected for the first time in China VR50, and the "China Mobile 5G Cloud Network Integration VR immersion experience application platform" reported by Migu was successfully rated one of the 15 important achievements of China's virtual reality industry.

At the Beijing Winter Olympics, Migu used 5G+XR technology to the Winter Olympics for the first time, using Inside-OUT positioning technology, multi-instance playback technology, multi-way independent video playback function, through AR glasses, creating a six-degree freedom space through AR glasses to create a six-degree freedom space The experience scene of the event also created Gu Ailing's MEET GU as a guest to comment on the "technology+content" to help the Winter Olympics break.

Such a Yuan universe makes people look forward to the future of the digital industry and the digital economy, and it is reflected in performance.

At present, the revenue of digital services has accounted for about 30%of operators' service revenue, and its contribution to incremental income to operators exceeds 70%.

In the international authoritative research institution OMDIA's "2022 Global Operators Digital Strategy Strategy Bencing Analysis Report", the digital strategic assessment of 12 mainstream telecommunications operators including China Mobile, AT & T, NTT, Vodafone, respectively scored scores. China Mobile scored 27.5 points (35 scores 35 scores 35 points. Divided) ranked first.

It is worth noting that in the benchmark of 2021, China Mobile is still ranked fifth, and the rapid development is evident.

In the imaginary future, the post -00s become the aboriginal people of the Yuan universe, and the Yuan universe will also become the future life and social methods of the post -00s, and the digital economy will develop rapidly.

Thinking of this, companies will be excited.

This telecommunications industry exchange meeting on the digital economy occurred in the Yuan universe. It is a collective exhibition of three operators' experience and advantages in digital intelligence technology.

Different from the traditional roadshow, the core of the "Yuan Universe" is the core, and the XR extension real technology is clearly visible in the future.

This situation will not only appear in the exchange meeting, but also the performance, training, live broadcast, conference ...

This allows investors to see the development results and application scenarios of operators' digital transformation, which fully reflects the new type of information service concept of operator "connection+computing power+ability", and also represents the investment in the telecommunications industry to invest in supervision agencies listed companies. A positive response of the latest requirements for relationship management.

Because you can go close, see clearly, and think about it, it makes the market and investors more confident!

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