On December 15, at the 2015 China Mobile Global Partner Conference, China Mobile Chairman Shang Bing said that China Mobile's 4G development speed is accelerating in 2015. It is expected that 4G users will exceed 300 million by the end of the year and over 500 million by the end of 2016. That is to say, there will be 200 million 4G new mobile users next year. This may be good news for the increasingly saturated mobile phone market.
In the mobile plan, VoLTE (short for Voiceover LTE, an IP data transmission technology) mobile phone is regarded as a top priority, in addition to expecting its OTT business to be turned over, it also gives mobile phone manufacturers Internet applications. More "imagination space."
VoLTE mobile phone scale will exceed 100 million
At the China Mobile 2015 Terminal Cooperation Conference held recently, Li Huiwei, vice president of China Mobile, said that 1 million 4G base stations have been completed. As of October this year, China Mobile's total number of users reached 824 million, of which 4G users reached 267 million, and the penetration rate exceeded 30%. And 4G users will reach 500 million next year.
At the same time, China Mobile officially launched the VoLTE public version project, and said that VoLTE and CA should be made standard for 4G terminals. And next year, the price of supporting VoLTE mobile phones will be lowered to 299 yuan to 399 yuan, and the price of mobile phones supporting CA and VoLTE will be lowered to 999 yuan.
As an IP data transmission technology, VoLTE does not need to rely on the previous 2G/3G network. All services are carried on the 4G network. It can realize the unification of data and voice services on the same network. In layman's terms, VoLTE is a bit like the current OTT approach such as WeChat, which transmits voice over a full data network without the need for a traditional voice network. More importantly, this is one of the tools for mobile to realize the “turning over†of OTT business in the data age.
For mobile phone manufacturers, faster speed and high-speed data transmission capabilities can make the mobile phone application experience more perfect.
Before August 2016, China Mobile will provide VoLTE customers with a free promotion policy for VoLTE voice calls and video calls to encourage customers to experience VoLTE services. After August, China Mobile will realize the non-perceived opening of customers and open the VoLTE function by means of pushing software upgrade packages to sell mobile phones, thus reducing the threshold for customers.
From the upstream point of view, whether it is Qualcomm or MediaTek, it is said that the support for VoLTE will be the focus.
"The next generation of MediaTek will launch Cat10 in the middle of next year, and will also work with operators to accelerate the commercialization of VoLTE/CA, improve industrial capabilities and reduce industry costs." Zhang Weili, general manager of MediaTek China, told reporters that China Mobile is The commercialization of VoLTE has been promoted, and MediaTek has passed the certification two months ago. “Now we wait for the output of our customers. For VoLTE support, our progress is better than we expected.â€
Qualcomm also said that in the future, all series of mobile phone chips will support VoLTE.
In addition, Huawei, ZTE, and Xiaomi have also begun to ship VoLTE products on the terminal types. It is understood that the price of ZTE voyage 3 has been as low as 700 yuan, and for the price butcher millet, at least two mobile phones support VoLTE technology next year.
Operators are still the main force of shipment
According to data released by the Ministry of Industry and Information Technology, mobile phone shipments in the Chinese market in November 2015 were 53.22 million units, up 19.5% year-on-year. In total, the total mobile phone shipments from January to November 2015 were 462 million units. After comparing with China Mobile's 330 million terminal shipment targets, it can be seen that operators are still the main force for mobile phone manufacturers.
Previously, because the number of operators' purchases was so alarming, many domestic smartphone industries have formed a serious dependence on operators, which has made it difficult to move during the transition period. Especially after the rise of the e-commerce channel, the voice of the sizzling operator market is endless.
But like the two sides of the coin, for the operator channel, there may be different sounds from next year.
"Although the e-commerce platform is developing rapidly, e-commerce has its limitations, and it can only provide users with two dimensions, shape and color, while offline allows consumers to fully experience the product. So the future is not the question of who replaces who, and It is complementary and balanced.†Zhou Mingyi, vice president of Coolpad Group, told this reporter that the current operator channel is still one of the channels for Cooler’s shipments.
And many e-commerce brands have also appeared in the mobile terminal cooperation conference, such as Xiaomi, LeTV and Qikuo mobile phones.
Qikuo President Zhu Fanghao told this reporter that although Qikuo Great God was originally set up to be an Internet mobile phone, it will also focus on Internet channels in the future, but it will also explore offline mode, in which offline channels will be oriented to the middle and high end. The market's Qiku brand is the mainstay, and the layout will begin in the next month or two.
"Channel cooperation resources investment will maintain the strength of matching with China Mobile's customer scale. Mobile phone subsidies, discounts, and channel remuneration will exceed 100 billion yuan." China Mobile Vice President Sha Yuejia officially announced China Mobile 2016 at the conference. Year market development and cooperation strategy.
He said that since 2015, China Mobile has carried out a little docking, unified capability output and unified settlement services with multiple home appliance channels. In 2016, China Mobile will continue to increase the output of unified capabilities for e-commerce channels and national chain channels, output the ability to handle unified contracts/packages, output unified settlement services, and provide a unified payment recharge interface. The annual unified settlement fee plan amounted to 2.4 billion yuan.
For many mobile phone manufacturers who are still "winter", this should be good news.
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