2005 communications market inventory: three major markets, three strategies

The main points

Technology market : The rapid development of new technologies will further drive demand while adhering to market-oriented conditions.

Business market : Focus on business innovation, new business is the main driving force of revenue, and will continue to increase rapidly.

Operating market : Step up transformation, increase revenue, and slow down investment. There will be new business focus in the 3G era.

Based on a deep understanding of the communications industry and the current status of the communications market in 2005, Baina Telecom analyzed and summarized the development status of the technology market, business market and operation market since this year, and carried out possible development trends of the three markets in the coming year Forecast, three conclusions are drawn: technology market, anti-guest-based; business market, changing; operating market, taking advantage of the momentum. In the technology market, anti-customer mainly refers to the concept of balancing "market-led technological innovation" with "technology creates demand". Baina analysis believes that the 3G era will drive market demand with new technologies while guiding technological innovation in the market, rather than hindering the development of new technologies due to fear of market demand. 3G is an obvious example. There will naturally be demand for 3G. Do n’t worry that there is no market, and strategies that hinder the development of 3G are unwise. In the business market, change refers to the survival of various services in a complicated environment. The first change refers to the service innovation and business development led by operators, and the second change refers to the changeable market environment. Operating the market to take advantage of the situation refers to operators taking advantage of the advent of 3G to carry out reform and grasp development, and strive to continue to enhance competitiveness.

Taking these three conclusions as entry points, based on Bainer's unique understanding and understanding of the telecommunications market, we have selected 12 key points to take stock of this year's communication status. They are: technology market (HSDPA, WIMAX, IMS / FMC, TD-SCDMA); business market (CRBT, MMS, LBS, IPTV); operation market (transformation, income, investment, business).

As shown in Table 1 and Figure 1, from the situation of GOOGLE search, compared with 2004, as the pace of domestic 3G is more and more exhausted, people's attention to HSDPA, WIMAX and IMS has increased significantly. Although the search results of TD show a decline, TD is still a topic that people generally pay attention to.

HSDPA

In 2004, HSDPA was still in the testing stage, and large-scale commercialization had not begun. At the same time, domestic understanding of 3G was still in confusion, and the policy was very unclear. In 2005, national policy support for 3G became more and more clear. Commercial use has begun worldwide. The successful experience of foreign commercial use and the increasingly mature HSDPA technology have attracted the attention of several major operators. China Mobile has begun the HSDPA test process. The enthusiasm of operators has guided the enthusiasm of equipment vendors, including local Huawei, ZTE and foreign Ericsson, Nokia, Lucent, etc. have increased their investment in HSDPA and completed the tests one after another.

Bainer predicts that in 2006, HSDPA will be developed, and both TD-SCDMA HSDPA and WCDMA HSDPA will be developed. The requirements for the terminal will be more mature. In addition to the data card, the mobile terminal supporting the HSDPA function needs to be more perfect. Therefore, in 2006, the investment and improvement of the terminal will be the focus of the next development.

WIMAX

In 2004, WIMAX was not commercially available in the world. The standard progress is still at 802.16d. The technology is still not mature enough. There is still a distance in achieving mobility. At the same time, the allocation of WIMAX bands in various countries is still under discussion In addition, the 3G policy is not clear, and WIMAX, like HSDPA, has not been paid more attention as a post-3G technology. In 2005, the domestic 3G commercial process accelerated, and based on the many advantages of WIMAX hotspot coverage, the industry paid more attention to whether the relationship between WIMAX and 3G was competitive or complementary. Because of its technical maturity, the 802.16e standard has made more operators see hope. Worldwide, many countries have begun commercial deployment of WIMAX.

Baina predicts that in 2006, the progress of WIMAX will be affected by the issuance of licenses and the allocation of frequency bands. At the same time, operators such as emerging operators and China Railcom will pay more attention to WIMAX, and increase investment and publicity.

IMS / FMC

In fact, FMC has always been the focus of attention in the industry, because integration is always an inevitable development. As the core network technology supporting FMC, IMS cannot be ignored either. In 2004, the operator's test of IMS did not start, and equipment manufacturers were still in the preliminary stage of IMS research and development, without considering QOS. In 2005, operators such as China Mobile embarked on the IMS testing process, and equipment vendors participated in it. At the same time, equipment vendors have developed higher levels of IMS research and development, which has enabled the IMS core network to fully realize fixed and mobile services. perfect.

Baina predicts that in 2006, as equipment vendors roll out more mature IMS versions, operators will successively complete IMS full-service pilots. FMC based on IMS is the future development trend of the communications industry. Equipment manufacturers may use IMS to strengthen their dominant position in the industry chain and balance their current shortcomings in the industry chain cooperation.

TD-SCDMA

TD is a domestic independent research and development standard. Therefore, in the early stage of standard determination, the industry was very proud of the first independent research and development standard. Therefore, the attention to TD became particularly urgent and enthusiastic. Since 2005, with the approach of the 3G era, TD is still receiving much attention. Whether TD will be networked separately, and how TD licenses will be issued is the most discussed topic.

Baina Forecast: In 2006, the development of TD depends on the support of national policies. In order to support the national industry, in order to reduce operators' concerns about TD, make TD standards more complete, networking more mature, and more in line with market demand, the government will increase investment in TD policies and funds.

As shown in Table 2 and Table 3, CRBT and MMS have achieved remarkable development results in 2005, and IPTV has begun the commercialization process under the strong promotion of fixed-line operators, and the development momentum is gratifying.

CRBT / MMS

This year, the rapid growth of MMS and CRBT is mainly because: in terms of business characteristics, they meet the personalized characteristics of young people; from the perspective of usage habits, because more and more people use MMS and CRBT, they Colleagues and loved ones have a demonstration effect, forming a virtuous circle, which allows more people to join the ranks of users. At the same time, operators have increased the promotion of MMS and CRBT, the tariffs have been further reduced, and SP has also been more content development Abundance, content and tariffs also stimulated user growth.

Bainer predicts that in 2006, MMS and CRBT will continue to develop. Due to the low base, the market has a large room for growth, and users and revenue will continue to grow exponentially.

LBS

LBS is still in the market introduction period and has been applied in enterprises, but the expansion in the personal market is still weak.

Baina Forecast: In 2006, LBS will accelerate its development due to the commercialization of 3G, and will break through the bottleneck of the market introduction period and enter the market development period.

IPTV

Looking back at the major events of IPTV in 2005, we can see that the development momentum of IPTV in 2005 is rapid, and the most notable feature is that the issuance and commercialization of IPTV licenses have alleviated people's concerns about IPTV being run over by digital TV. In May, Shanghai Television, a subsidiary of Shanghai Media News Group, officially obtained the first domestic IPTV business license issued by the State Administration of Radio, Film and Television; then, Netcom and Telecom launched IPTV tests respectively. On November 28, with the permission of the State Administration of Radio, Film and Television, Shanghai Media News Group (SMG) and Shanghai Telecom Company jointly announced the launch of the IPTV business, which began the domestic commercialization of IPTV.

Bainer predicts: Since IPTV may increase operator users and increase ARPU, etc., operators will increase their investment in IPTV based on market interests, and 2006 will be a breakthrough period for the development of IPTV. At the same time, IPTV will continue its business penetration after penetrating the TV market, including providing VIDEO PHONE / SMS / MMS / WEB browsing / EMAIL and other services, and can provide more TRI-PLAY services.

3. Operating market (transformation, income, investment, business)

It can be seen from Table 5 that in 2005, the revenue of operators increased steadily, but the overall investment slowed down, and new business expansion was the main business expansion.

Transformation

So far, China Telecom and China Mobile have considered the most transformation. The transformation from fixed-line operators to telecom full-service operators and from telecom operators to integrated information service providers is the transformation idea proposed by China Telecom. In 2005, affected by the 3G commercial process, China Telecom accelerated its transformation. In August, China Telecom put forward the staged goal of telecom transformation. And seeking to become a comprehensive information service provider with mobile characteristics is China Mobile's consideration for future business. At the end of this year, China Mobile has started IMS testing for FMC.

Bainer predicts that the operator's transformation in 2006 will enter the stage of direct operation. Wang Xiaochu, general manager of China Telecom, pointed out in the 2006 working meeting that "2006 is the first year of the" Eleventh Five-Year Plan "and is also a key year for China Telecom to fully promote its transformation.

income

In 2005, the revenue of operators continued to grow, with revenue of 136.5 billion yuan in the first quarter, 281.2 billion yuan in the second quarter, and 431.1 billion yuan in the third quarter. This is mainly driven by new business. The mobile operator's CRBT, MMS / CAI and WAP and wireless mobile games are developing rapidly, while fixed PHS services and broadband services are the main sources of revenue for fixed-line operators.

Baina predicts that in 2006, operator revenues will continue to grow. As a result of 3G commercial use, the growth trend will be more obvious. At the same time, new services will continue to be the fastest-growing business for mobile operators, while PHS and broadband services will continue to grow. It is the main source of income for fixed-line operators.

investment

In the first three quarters of this year, the cumulative investment in each quarter has decreased compared to last year. The investment in the first quarter was 28.4 billion yuan, 28.44 billion yuan in the same period last year, a decrease of 0.1% over the same period last year; the cumulative investment in the second quarter was 77.81 billion yuan, 88.64 billion yuan was completed in the same period last year, a decrease of 12.2% over the same period last year; the third quarter The accumulated investment was 121.1 billion yuan, compared with 138.12 billion yuan in the same period last year, a year-on-year decrease of 12.3%. There are two reasons for the gradual slowdown of operator investment. One is the impact of 3G license issuance. 3G investment is a huge venture investment, and there is no clear expectation of return at present, so operators are relatively cautious about investing in 3G. The second is that major operators have listed one after another this year, and the companies after listing have paid more attention to return on investment.

Baina forecasts: In 2006, the issuance of 3G licenses will guide the changes in the investment structure of operators. At the same time, the investment of operators will continue to be cautious, and it will be a step by step in the construction of 3G networks and business development, and there will be no large-scale and large-scale investment moves.

business expansion

In 2005, operators paid more attention to the development of new services. As mentioned earlier, mobile operators' MMS, CRBT and other new business revenues are growing rapidly, while PHS and broadband services are the main sources of revenue for fixed-line operators. Not only that, mobile operators have also strengthened the expansion of other new services, such as positioning services, mobile streaming services and push-to-talk services during the market introduction period, while fixed network operators have Pay more attention to new services such as business pilot and fixed-line color ring back tone, and expand the enterprise user market while expanding the individual user market.

Baina Forecast: In 2006, with the launch of 3G, mobile operators will focus on expanding 3G-based positioning services and mobile streaming services, while fixed-line operators will also make significant progress in services such as the number Pepsi and fixed-line CRBT. Breakthrough, because the number PepsiCo adapts to the needs of current information service providers, and at present, the penetration rate of fixed telephones and the popularity of fixed-line color ringtones form a great contrast. This contrast is the market space to be developed in 2006.

IBM Research Report in the Technology Zone: Will traditional enterprises break the balance after counterattack? Time is right for everyone, Zhaoyi is deeply innovating in the layout of the memory chip industry chain. EMC design component selection and circuit design are critical. "Universal chip": Solving the new problem of the "5G era" How can Chinese semiconductor companies go their own way? And look at the ranking list TOP50

Follow WeChat

Interesting and informative information and technical dry goods

Download Audiophile APP

Create your own personal electronic circle

Follow the audiophile class

Lock the latest course activities and technical live broadcast
Collect People collection
share it:
comment
Publish

related suggestion

2005 China International Exhibition on Flat Display Devices, Equipment Materials and Parts ...

2005 China International Exhibition on Flat Display Devices, Equipment Materials and Parts

Posted at 2006-04-15 17:28 • 231 times read
2005 China International Exhibition on Flat Display Devices, Equipment Materials and Parts ...
The 10th International Collection of the 2005 Spring International Sourcing Conference of Electronic Products and Parts ...

Posted at 2006-04-15 17:28 • 216 views
The 10th International Collection of the 2005 Spring International Sourcing Conference of Electronic Products and Parts ...
LinuxWorld Shanghai 2005

Posted at 2006-04-15 17:28 • 232 views
LinuxWorld Shanghai 2005
2005 Asia CeBIT Exhibition / 2005 China International ...

Published on 2006-04-15 17:28 • 218 times read
2005 Asia CeBIT Exhibition / 2005 China International ...
2005 China (Beijing) International Defense Electronics Exhibition

● Exhibition fee: Standard booth (specification: 3x3 meters) Overseas enterprises: 2800 USD / & nbs ...

Published on 2006-04-15 17:28 • 204 views
2005 China (Beijing) International Defense Electronics Exhibition
2005 China · Shanghai Second International Electrostatic Technology and Protective Products Exhibition ...

CHINAESD2005 The 2nd Anti-Static Exhibition-On the basis of the first exhibition, we will actively expand the exhibition regulations ...

Published on 2006-04-15 17:28 • 209 times read
2005 China · Shanghai Second International Electrostatic Technology and Protective Products Exhibition ...
2005 China Beijing International Mobile Phone and Accessories Exhibition

Booth fee: 3M × 3M standard booth Domestic enterprises ...

Published on 2006-04-15 17:28 • 245 views
2005 China Beijing International Mobile Phone and Accessories Exhibition
2005 Berlin International Consumer Electronics Show

Introduction to the Berlin International Consumer Electronics Show (IFA) and fee standard name: 2005 Berlin International Consumer Electronics Show Time: 2 ...

Posted at 2006-04-15 17:27 • 213 times read
2005 Berlin International Consumer Electronics Show
The 6th China International Electromechanical Products Expo and Electronics Exhibition in 2005

The Expo is approved by the State Council and promoted by the Ministry of Commerce of the People's Republic of China and China International Trade ...

Published on 2006-04-15 17:27 • 201 times read
The 6th China International Electromechanical Products Expo and Electronics Exhibition in 2005
2005 China (Guangzhou) International Insulation Materials Exhibition and Conference

The first China (Guangzhou) International Thermal Energy Expo-Specially Recommended Materials Special Exhibition Area Approved by: Guangdong Machinery Industry Quality Management ...

Posted at 2006-04-15 17:27 • 222 times read
2005 China (Guangzhou) International Insulation Materials Exhibition and Conference
2005 India International Power Exhibition

Overview of the Indian power market In recent years, with the rapid economic development, India's power demand gap has increased. The average annual electricity consumption of India is about 350 kWh, ...

Posted at 2006-04-15 17:27 • 180 views
2005 India International Power Exhibition
2005 Mexico International Electronics Exhibition (Mexitr ...

Electronics Exhibition, American Electronics Exhibition, Las Vegas Electronics Exhibition, European Electronics Exhibition 800-820-8581 to 807 Miss Liu Xia ...

Published on 2006-04-15 17:26 • 190 times read
2005 Mexico International Electronics Exhibition (Mexitr ...
April LinuxWorld Shanghai 2 ...

] LinuxWorld Beijing 2005 and LinuxWorld Shanghai 2

Posted at 2006-04-15 16:33 • 178 views
April LinuxWorld Shanghai 2 ...
Opening of Tianjin International Mobile Phone Supporting Exhibition in 2005

] From May 26th to 28th, 2005, the third international manufacturing (mobile phone) supporting ...

Posted at 2006-04-15 16:30 • 204 views
Opening of Tianjin International Mobile Phone Supporting Exhibition in 2005
2005 Harbin Winter ARM Embedded System Academic Exchange Conference and ...

] Invitation card

Posted at 2006-04-15 16:28 • 263 views
2005 Harbin Winter ARM Embedded System Academic Exchange Conference and ...
2005 Shenyang Winter ARM Free Training Course

]Invitation card

Posted at 2006-04-15 16:27 • 213 times read
2005 Shenyang Winter ARM Free Training Course
2005 Harbin ARM embedded system academic exchange meeting and free ...

] Invitation & n

Posted at 2006-04-15 16:27 • 418 views
2005 Harbin ARM embedded system academic exchange meeting and free ...
2005 Chongqing Winter ARM Free Training Course

]

Posted at 2006-04-15 16:27 • 222 times read
2005 Chongqing Winter ARM Free Training Course
2005 Wuhan Winter ARM Free Training Course

]

Posted at 2006-04-15 16:27 • 249 views
2005 Wuhan Winter ARM Free Training Course
Chengdu Winter ARM Free Training Course in 2005

]

Posted at 2006-04-15 16:26 • 221 times read
Chengdu Winter ARM Free Training Course in 2005
Global chip sales reached US $ 18.11 billion in July 2005

News from London, UK, financial ...

Published on 2006-03-13 13:07 • 179 times read
Global chip sales reached US $ 18.11 billion in July 2005
2005 IT industry: Breaking all conventional integration is the key

In the IT industry in 2005 ...

Posted at 2006-03-13 13:01 • 168 times read
2005 IT industry: Breaking all conventional integration is the key
China's PCB output value will exceed Japan for the first time in 2005

According to CPCA prediction, 20 ...

Published on 2006-03-13 13:01 • 202 times read
In 2005, China's PCB output value will surpass Japan for the first time
var check_allow = "/d/Api/iscantalk.html"; var add_url = '/ d / article / write /'; function CheckLogin () {now_uid = ''; var ElecfansApi_checklogin = '/ webapi / passport / checklogin'; var logout_url = "{: U ('Login / logout')}"; var logout_url = 'http://bbs.elecfans.com/member.php?mod=logging&action=logout&refer=front'; $ .get (ElecfansApi_checklogin, function (data, textStatus) {if (data! = "") {EchoLoginInfo (data); CheckEmailInfo (data); data = $ .parseJSON (data); now_uid = data.uid; / * var login_content = 'write an article
'+ data.username +'
Quit '; * / var login_content =' write an article
'+ data.username +'
Set exit '; $ (' # login_area '). Html (login_content); var win_width = $ (window) .width (); if (win_width> 1000) {$ ("# mine"). MouseDelay (200) .hover (function () {$ ("# mymenu"). show ();}, function () {$ ("# mymenu"). hide ();});}} else {var content = 'Login Registration'; $ ('# login_area'). html (content); $ (". special-login"). click (function (e) {$ .tActivityLogin (); return false;});}});} $ (function () {// comment ------------------------------- var comment = $ ("# comment"); var comment_input = $ ("# comContent"); // Submit comment click event interaction $ ("# comSubmit2"). on ('click', function () {var content = comment_input.text (); // Empty input box comment_input. html (""). focus (); // Submit data to server $ .ajax ({url: '/plus/arcComment.php', data: {aid: $ ("# webID"). val (), dopost : 'apiPubComment', content: content}, type: 'post', dataType: 'json', success: function (data) {// Data format returned: if (data.status == "successed") {// Build temporary comment DOM var dom = ''; dom + = '
'; dom + =' '; dom + ='
'; dom + ='

'+ data.data.username +' '; dom + ='

'; dom + =' '+ content +' '; dom + =' '; dom + =' just now '; dom + =' '; dom + =' '; // insert a temporary comment to the list $ ("# comment ") .append (dom);} if (data.status ==" failed ") {// alert (data.msg); layer.msg (data.msg);}}}); return false;}); (function () {/ * * Insert single sign-on JS * / var setHost = 'https://passport.elecfans.com'; // Set domain name var script = document.createElement ('script'); script.type = 'text / javascript'; script.src = setHost + '/public/pc/js/t.passport.js'; script.setAttribute ("id", "sso_script"); script.setAttribute ("data-ssoSite", setHost); script.setAttribute ("data-ssoReferer", encodeURIComponent (location.href)); script.setAttribute ("data-ssoSiteid", "11"); var body = document.getElementsByTagName ("body"). item ( 0); body.appendChild (script);}) () / * * It is recommended to modify the style of the article without a picture * * / $ (". Article .thumb"). Each (function () {if ($ (this). find ('img'). attr ('src') == "") {$ (this) .find ('img'). remove (); $ (this) .parent (). css ('padding-left ',' 0px ');}}); / * Baidu share * / window._bd_share_config = {common: {bdText: '', // Custom share content bdDesc: '', // Custom share summary bdUrl: window.location.href, // Custom share URL address bdPic: ''} , share: [{"bdSize": 60, "bdCustomStyle": true}]} with (document) 0 [(getElementsByTagName ('head') [0] || body) .appendChild (createElement ('script')). src = 'http://bdimg.share.baidu.com/static/api/js/share.js?cdnversion=' + ~ (-new Date () / 36e5)]; var add_url = '/ d / article / write / '; // var check_allow = "{: U (' Api / iscantalk ')}"; var check_allow = "/ d / api / iscantalk"; var click_items_length = $ ('. art_click_count '). length; if ( click_items_length> 0) {var id_str = ''; $ ('. art_click_count'). each (function () {id_str + = $ (this) .attr ('data-id') + ',';}) // var url = "{: U ('Api / getclickbyids')}"; var url = "/ d / api / getclickbyids"; var id_data = 'id_str =' + id_str; $ .ajax ({url: url, data: id_data, type: 'post', dataType: 'json', success: function (re) {if (re.list.length> = 1) {var list = re.list; for (var i in list) {var t emp_id = list [i] ['id']; var temp_span = $ (". art_click_count [data-id =" + temp_id + "]") temp_span.html (list [i] ['click']);}} }})} $ ("# comContent"). click (function () {if (now_uid == '') {$ .tActivityLogin (); return false;}}) $ (function () {var follow_wrap = $ ( ".author-collect"); var now_uid = "{$ _super ['uid']}"; var face_src = "{$ _super ['uface']}"; var getFollowNum = $ (". followNum strong"). html (); // Follow $ (window) .on ('click', '.author-collect', function () {if (now_uid == '') {$ .tActivityLogin (); return false;} if ( $ (this) .attr ('id') == 'follow') {$ .post ('/ d / user / follow', {tuid: article_user_id}, function (data) {// Data format returned: if (data.status == "successed") {$ (". followNum strong"). html (++ getFollowNum); follow_wrap.html ('followed'). attr ('id', 'cancelFollow'). css ( 'background', '# 999'); var follow_user = ' '; $ (' # follow_list '). append (follow_user);} if (data.status == "failed") {alert (data.msg);}});} else {// Unfollow if ($ ( this) .attr ('id') == 'cancelFollow') {$ .post ('/ d / user / cancelFollow', {tuid: article_user_id}, function (data) {// Data format returned: if (data .status == "successed") {follow_wrap.html ('Follow'). attr ('id', 'follow'). css ('background', '# f90'); $ (". followNum strong"). html (-getFollowNum); $ ('# follow_list .face'). each (function () {var target_uid = $ (this) .attr ('data-uid'); if (target_uid == now_uid) {$ ( this) .remove ();}})} if (data.status == "failed") {alert (data.msg);}}); return false;}}});});}); / * var myface = "{$ _super ['uid'] | avatar}"; var myname = "{$ _super ['username']}"; var article_id = {$ article ['id']}; var article_user_id = {$ article ['mid']}; // Article author ID $ (function () {<notempty name = "clearnum"> // Reduce the number of reminders var count = parseInt ($ ("# noticeCount"). html ()); count = count-{$ clearnum}; $ ("# noticeCount"). html (count); if ( count

The Rectifier Bridge is to seal the rectifier in a shell. Divided into full bridge and half bridge. The full bridge seals the four diodes of the connected bridge rectifier circuit. The half bridge is to seal together half of the four diode bridge rectifiers. Two bridges can be used to form a bridge rectifier circuit. One half bridge can also form a full-wave rectifier circuit with a center tap of the transformer. Rectifier circuit and operating voltage.

Rectifier Bridge

Diode Bridge Rectifier,3 Phase Bridge Rectifier,Rectifier Bridge,Rectifier Bridge

Dongguan Agertech Technology Co., Ltd. , https://www.agertechcomponents.com

Posted on