Radio and television broadband "watch TV, send free broadband" to defeat Telecom, China Unicom do?

From the beginning of last year to the present, in the domestic fixed-line broadband market, China Mobile appears to be very beautiful: The monthly net broadband subscribers increase significantly more than China Telecom and China Unicom.

At the same time, Radio and TV Broadband has also launched an assault on the broadband market like a “black horse”. Although it has not achieved the good results of China Mobile, its development potential is not small!

For example, radio and television broadband began to implement more and more "watching TV, free broadband," cable television network companies even "watching TV, free broadband" this model is called "destructive marketing model."


Nowadays, cable TV network companies in many provinces have already pushed the bundled model of “watching TV and sending free broadband”, but its lethality is still inferior to China Telecom, China Unicom and China Mobile.

Now we carefully analyze the reasons behind this phenomenon:

Cable TV companies watch television for money, broadband does not cost money, but people who watch television need a mobile phone service and pay a call and traffic money, so they have to pay two dollars.

China Telecom, China Unicom, and China Mobile don’t want to watch TV. Broadband doesn’t cost money. As long as the mobile phone network makes a payment, it’s equivalent to paying less.

In fact, China Telecom, China Unicom, and China Mobile have been able to support large-scale subsidies (even losses) in fixed-line broadband and IPTV, relying on their huge cash flow from mobile communications revenue, provided that cable companies In the wireless aspect, the operator's mobile communication service can be contained, and its efforts to subsidize broadband and IPTV will inevitably decrease. “Wei Wei can save Zhao”!

At the same time, cable network cable company's wired network wireless network is a two-pronged approach, which is more conducive to the transformation and upgrading of smart radio and television, to achieve seamless outdoor home switching, increase user stickiness, so as not to leave home will not need cable TV network service.

From our recent public opinion analysis, there are mainly the following conclusions: (1) Many people have monopolized cable TV in the TV business, have high fees and do not have good services; (2) which of the broadband services people use? It is very complicated, and some are running for fame (such as the South China Telecom North Unicom), some game players choose to have more telecommunications, some have no choice, etc.; (3) There are also many people that telecommunication broadband is expensive.

Then, how does China Telecom, China Unicom and China Mobile break their business model? A good experience does not represent a good market. China Telecom, China Unicom, and China Mobile’s mobile-based consumer delivery home service (including IPTV and broadband) will not be able to deal with this model in the end, because the majority of domestic users are not For the sake of experience, the price factor is also very important for the user's choice.

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