Recently, a domestic mobile phone company released the third-generation satellite mobile phone, and it has received high attention due to its support for 5G again. Telecom, so China Mobile's dominance may be shaken.
The reason why China Mobile has been the leader of domestic operators for a long time is that it has long controlled the domestic high-end mobile phone users, and benefited from the earliest provision of mobile communication services. Excellent numbers 139 and 138 were used by the earliest high-end users, thus bringing continuous profits to China Mobile.
These high-end mobile phone users will also bring spillover effects, that is, most of the high-end users use China Mobile, and most of their relatives and friends also use China Mobile, especially in the 2G era that mainly uses voice calls. Innovative packages such as family carnival and cluster network are firmly tied to the relatives and friends of high-end users, which further locks in domestic mobile phone users.
The industry knows that there is a 28% phenomenon in any industry. Even if 20% of users provide most of the profits, and China Mobile controls the most high-end users, it will naturally make considerable profits. Therefore, China Mobile can have enough money to provide the best quality products. services and build the best quality network.
Especially since the 3G era, mobile communication technology has been iterated rapidly. Commercial 3G was launched in 2009, 4G in 2014, and 5G in 2019. Compared with the previous generation of mobile communication technology that can be used for 10 years, it can be said to be a double-speed upgrade. Test the financial strength of the operator, and China Mobile will naturally upgrade its mobile communication network more quickly if it has more profits.
The rise of 5G+ satellite services may bring differentiated competitiveness to China Telecom. It is understood that China Telecom is the only one that can provide satellite communication services at present. China Telecom's satellite communication service is "Tiandiyi Card". The monthly package fee is as low as 200 yuan per month. For 5G service, you have to purchase an additional 5G package. Considering that 5G packages generally start at 100 yuan, to obtain such high-quality services, you need to spend at least 300 yuan per month.
Performance professionals believe that with the rise of the satellite communication boom, China Telecom may be able to pry away China Mobile’s high-end users with its unique satellite communication services. They can fully meet the price requirements of China Telecom's 5G+ satellite communication service, so China Mobile's high-end users may be taken away by China Telecom.
According to the data released by China Telecom, the number of its satellite communication users has reached 110,000. This is mainly because there are too few mobile phones that can provide satellite communication services, and the dedicated satellite communication mobile phones are too expensive and bulky, but The launch of domestic 5G+ satellite communication mobile phones is expected to change this situation and will bring a large number of users to China Telecom. According to the forecast of the mobile phone company, the sales volume of this 5G+ satellite communication mobile phone will reach 6 million, so China Telecom's satellite communication Users will skyrocket 60 times.
In recent years, China Telecom's net increase in subscribers has far exceeded that of China Mobile. If these ultra-high-end subscribers join China Telecom, the number of new subscribers will definitely exceed 6 million. It is expected to drive tens of millions of new subscribers. Shifting trends, China Mobile may experience a large-scale loss of users. Before that, China Mobile had a monthly net loss of 2.4 million. Under the current situation, it is not delusional for China Telecom to accelerate the reduction of the gap with China Mobile.
It can be said that the 5G+ satellite mobile phone released by this domestic mobile phone company is the happiest of China Telecom. Perhaps under its leadership, satellite communication will be recognized by more consumers, which will also help promote the development of China's satellite communication. China is expected to launch nearly 10,000 communication satellites in a few years. With a user base, the speed of satellite communication development is expected to be accelerated.