4G commercial speed-up industry blueprint gradually clarifies trillion market scale

Many signs indicate that the 4G commercial process is accelerating.

During the two sessions, Miao Wei, Minister of Industry and Information Technology, for the first time clarified the timing of the issuance of 4G licenses: "It is estimated that this year should be almost down."

Chang Xiaobing, the NPC deputy and chairman of China Unicom, who once opposed the early issuance of 4G licenses, also called during the two sessions, hoping that the government would issue 4G licenses as soon as possible, making the policy clear and allowing operators to make decisions.

Xi Guohua, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of China Mobile Communications Corporation (hereinafter referred to as "China Mobile"), unveiled China Mobile's ambitious "TD-LTE (China-led 4G technology and network standard)" Double Hundred "plan In 2013, 4G network construction covered 100 cities above the prefecture-level city level, with more than 200,000 base stations, a population of more than 500 million, and purchased more than 1 million 4G terminals.

Operators began to step up 4G network construction. According to Chang Xiaobing, China Unicom will accelerate the pilot of 4G commercial cities, and will expand 4G networks in hotspots and regions with tight capabilities. Prior to this, China Mobile had introduced to the Economic Reference News that about 180,000 4G base stations will be built in 2013. By then, China Mobile ’s 4G base stations will reach 200,000, which is equivalent to the initial base station scale of 3G.

In fact, the three major domestic operators have been actively preparing for the commercialization of 4G networks since 2011. However, due to the lack of information on the issuance of 4G licenses at that time, the rapid progress of the 4G commercial process was temporarily suspended, and the operators and the entire industry chain Development has had an impact.

Regarding the position from the government and operators, the industry generally believes that the issuance of 4G licenses will further clarify the industry prospects, help to draw a clear industry blueprint, and accelerate the breeding of large-scale markets; The construction of 4G network will not only promote the development of the entire industrial chain through investment, but also promote the formation of new industrial clusters.

Xi Guohua believes that the issuance of 4G licenses will make 4G closer to commercial use.

Xu Long, general representative of the National People's Congress and general manager of China Mobile Guangdong Corporation, said that with the construction of 4G networks and the promotion of commercial use, four industrial clusters will be formed: technological innovation, industrial informatization innovation, service industry informatization innovation, and social management informatization innovation. Among them, the technology innovation industrial cluster involves operators, equipment vendors and terminal vendors; the industrial information innovation cluster involves the majority of traditional manufacturing industries that need to be upgraded in information; the service industry information innovation cluster involves information product sales platforms, virtual operators, and logistics Information and other fields; social management informatization innovation cluster involves various enterprises and social management platforms. In this regard, the industry generally believes that after 4G commercial use, it will penetrate into more traditional industries and other industries through network advantages and will extend and expand the 4G industry chain.

As operators begin large-scale construction of 4G networks, a new round of investment in telecommunications construction will be fully launched, and in the next five years, will drive the trillion market scale. According to industry insiders, if calculated according to the construction cost of each 1 million yuan, only the investment of building a base station, China Mobile's 2013 4G construction investment will reach about 180 billion yuan.

Earlier, China Mobile revealed that from 2012 to 2013, it will invest 200 billion yuan in the construction of 4G base stations. According to the calculation of 4G networks of the same scale, the total investment of the three major operators in the construction of 4G networks is expected to reach 600 billion yuan. According to the average purchase price of 1,000 yuan per 4G terminal, and China ’s 3G commercial use will exceed 200 million users in two years, 4G users will be expected to reach 400 million in the next five years, and the relevant terminal market will reach 400 billion yuan.

In fact, if the commercialization of 4G is successful, the above-mentioned four industrial clusters will become a brand-new industry growth point and is expected to become a hot area of ​​venture capital. By then, the market scale of the entire 4G industry chain will be more than one trillion.


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