China Mobile announced that Hefei will stop service instant messaging track competition in the 2.0 stage

Reporter Li Qiaoyu

Lear reporter Xu Linyan

"He Fetion will stop providing services from September 30, 2022." Recently, China Mobile and Fetion official website issued the "Announcement on the Development of He Fetion Business". With the suspension of Hefei, users will be unable to log in and use and use and use and use and use and use and use and use and use and use and use and use and use and use and use them and use them. Fetion.

Hefereon was originally known as Fetion, carrying the memory of a generation. After the above news was released, many netizens lamented on social media, "It was a tear of an era" "" When there was no WeChat when there was no WeChat "... In addition to the emotion, some old users admitted that if it wasn't for the official announcement of this time Stopping the service, I don't remember the Fetion account.

On July 25, the "Securities Daily" reporters searched for "Fetion" and "He Fetion" in the applied mall of Apple and Android mobile phones, and failed to find related applications.

Her Fetion withdraw from the stage of history

"(He) Fetion should have already withdrawn from the market long ago." Wang Zhengnan, a senior observer of the telecommunications operator industry, told the Securities Daily reporter.

Fetion was born in the 2G era. At that time, there were two problems with instant messaging. On the one hand, the social software that appeared at that time, such as QQ, could not send information to users in the real time; on the other hand, the price of SMS products that can be delivered in real time, and the tariff package provided by the three major operators to users The number of SMS contained in it is difficult to meet the user's communication needs.

Fetion born in 2007, with a free SMS and friends who are not online, they can also make a time -time delivery advantage. Related statistics show that in the 15 years of Fetion operation, nearly 500 million registered users during the peak period, and nearly 100 million active users in the peak period.

"On the one hand, the operator has noticed the pain points of the user, hoping to use this business to seize the market; on the other hand, it is also intended to explore new performance increasing." Wang Zhengnan told reporters that in addition to Fetion, China Telecom also launched a similar business form "wing letter".

Although the operators seized the opportunity, it was difficult to start behind the enemy. In 2011, WeChat was born. With the functions of OTT calls and picture transmission, it quickly snatched the instant messaging market from the operator. At the same time, the relevant functions also brought a blow to communication operators.

Facing the challenge, Fetion has also actively transformed. In 2016, Fetion was renamed Heton. Prior to 2013, China Mobile officially released the new business main brand "AND! He" (hereinafter referred to as the "He" brand) and announced that the mobile 4G network began to lay out to the country. China Mobile launched a series of segments under the "He" brand.

"He Fetion is the previous Fetion that was integrated into the 'harmony' brand." Fu Liang, an analyst of the communications industry, told the Securities Daily reporter, "He Fetion included Fetion's business, and extended to the field of government and enterprises."

Now, WeChat has become the largest social software in China. According to the first quarter of the 2022 financial report released by Tencent, WeChat WeChat's merging monthly active account was 1.288 billion, which was 1.242 billion in the same period last year, a year -on -year increase of 3.8%. In the field of government -enterprise services, Hetseling also faces greater competitive pressures, such as Ali's nails and Tencent's company WeChat.

Instant communication track competition continues

The exit stage of Hefei does not mean that the competition of instant messaging tracks is over. In fact, competition in this field is being presented in a new form.

In November 2021, China Unicom announced the launch of 5G messages trials; at the end of last year, China Mobile also announced the completion of the 5G news special pilot; on January 25 this year, China Telecom officially announced 5G commercial use, marking the development of 5G messages into a new one. stage.

In the 5G era, the 5G message once again carried the expectations of communication operators for instant messaging.

"Fetion business cannot be compared with 5G news at all, and the two parties are not even on the same magnitude." Wang Zhengnan told reporters, "The wealthy media of the 5G era will not only serve the instant messaging business, but also exceed WeChat. It is difficult for WeChat to achieve WeChat. Function."

"After the implementation of the speed -up policy, operators need to find profit growth points in emerging businesses." Fu Liang said in an interview with the Securities Daily that under the policy guidance and fierce competition, communication operators are conducting business structures In conversion, innovative business gradually takes up the heavy responsibility of incremental operating business performance.

In the latest release of business data in June, the total number of China Mobile Mobile Business customers was 970 million, the net increase in June was 3.252 million, and the number of 5G package customers reached 511 million. The net increase of 3.07 million households, the number of 5G package users reached 231 million; China Unicom's "large connection" users reached 805 million, 5G package users reached 185 million, and the IoT terminal connection reached 336 million. The number of special network service customers is 2014.

In Wang Zhengnan's view, another update of the instant messaging track will not come too fast. "At present, the active side is that the three major operators' standards for 5G messages are uniform, and it can also provide support for 5G information in technology. But I have to admit that the promotion of 5G messages requires the joint efforts of upstream and downstream."

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