Tencent has really become the fourth largest opera

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When Tencent really became the "fourth largest operator in China"...

the increased video/voice calls in version 4.2 let Tencent enter the sphere of influence of telecom operators

in fact, it is only a matter of time before the "1035" plastic processing industry will achieve the following goals and tasks. Tencent hasn't been promoting and advertising for a long time. I'm afraid it's also because it's afraid that it won't touch the sensitive God of the operator to professionally answer your customers' operational problems

now, what do operators think of growing up? This is a focus of media attention in recent days

tiger sniff combed the relevant reports of Sohu it and China times as follows:

Skype's international experience

the increased video/voice call in version 4.2 makes it have a network (VoIP) service function similar to Skype. Before that, the voice function that can be achieved is not synchronous, and there is a big difference between it and call function

at present, domestic and foreign regulators and operators have different attitudes towards VOIP business. For example, Skype has been banned in Russia, the Middle East, India, the Netherlands and other countries. In June this year, teliasonera, a Swedish telecom operator, also planned to pay an additional 6 euros to users using VoIP services, including software services such as Skype

however, most U.S. operators welcome VoIP services. Randall Stephenson, CEO of at t, pointed out in a recent speech at an investor conference that the current trend of mobile users to reduce the consumption of wireless voice services will continue, and it is expected that smart users will no longer use voice call services in just a few years. Users who occasionally make voice calls may choose VoIP networking applications (such as Skype)

while Korean operators have a restrictive attitude towards VoIP services. Sk Telecom, the largest mobile operator in South Korea, recently said that the growth of mobile VoIP will have a direct negative impact on the voice revenue of mobile operators, and will force operators to decline their revenue, or stop investing in network maintenance and upgrading. Korean regulators have now approved that mobile operators in the country can charge additional effective fees or completely restrict the use of over the top (OTT) VOIP applications

in the domestic regulatory gray zone

in China, VOIP business has been wandering in the gray zone. In 2005, in order to limit the development of VoIP, the Ministry of industry and information technology (then the Ministry of information industry) issued policies to clearly restrict domestic private capital from entering the network market. Since then, networks have been attributed to basic telecommunication services, and only telecommunication operators have the right to develop

however, VOIP business has been developing rapidly in the gray area in China. Until 2009, UUCall with 30million users was forcibly stopped by the regulatory authorities, and the development of VoIP business suffered a heavy blow for a time

Fu Liang, a telecom analyst, said that the most stringent regulation of VoIP business in China is the computer - (PC to phone) service, while Tencent, MSN and other domestic PC to PC voice/video services have been liberalized, and the current (phone to phone) is a new business model with the popularity of intelligence. At present, there is no regulatory precedent and release regulations, which belongs to the vacuum of regulation

the number of users is overwhelming, but it has not yet reached the eyebrows of operators

in March this year, the number of users exceeded 100 million, and this number is still growing rapidly with the continuous popularization of intelligence

Wang Zhu, the investment manager of a VC in Shanghai, said that the function of video voice may be subject to the network environment and traffic charges in the non WiFi environment, but the continuous optimization of user experience is certainly the general trend

Li Yi, Secretary General of China Mobile Internet industry alliance, made a more concise and comprehensive evaluation of version 4.2. Tencent is already the de facto TOP4 telecom operator in China

huyanping, founder of DCCI Internet data research center, predicted that the number of users will steadily exceed 200million in 2012, and the actual number of users will exceed around 2015. If such a number can be reached, the name of Tencent's fourth largest operator is definitely not a false name

in fact, this is not only a problem faced by Chinese operators, but also the world. According to Wang Zhu's analysis, the territory of traditional telecom services is gradually eroded by mobile Internet data services, which is an irresistible trend

Wang Zhu recalled that in 2004 and 2005, talk bars had a short-term popularity in China. At that time, they also bypassed operators and provided call services through Internet technology, but they were soon resisted by operators. Operators must be cold about this. It's OK to really limit it. It's not technically difficult, but now the situation is different from that in the past, and operators have to follow

he believes that it is impossible for the three major operators to work together to limit things, because the rebound of users will be great. Telecom operators all over the world are facing the problem of whether to change their own lives. World-class operators such as Vodafone in Europe are already in the process of transformation, and they are also vigorously developing mobile Internet products and businesses, with a significant change in their profit model

has not reached the point of burning eyebrows. After all, compared with 1billion mobile users, it is still very small, not to mention cannot be completely replaced. Wang Zhu said

China Mobile is still responding

among the three major operators, China Mobile is the most dependent on voice revenue. According to the data released by China Mobile, its mobile user Mo in 2011 adopted the successive comparison method U (average monthly call minutes per household) of 525 minutes, a slight decrease compared with the same period; Voice business revenue reached 364.2 billion yuan, accounting for 69% of operating revenue. The mobile voice service of China Unicom accounts for 51.3% of its mobile service revenue, accounting for about 25.3% of its total operating revenue. While the mobile user Mou of Chinatelecom is about 269.7 minutes, and the mobile voice service accounts for 56.6% of its mobile service revenue and 15.8% of its total operating revenue

Gao nianshu, former general manager of China Mobile Data Department and current general manager of marketing department, revealed in a connection with Sohu it that China Mobile currently has no data analysis on the impact of the new version on voice, and has no relevant plans in the near future

insiders of China Mobile said that voice calls need to aggregate group effects, and Tencent itself cannot optimize and guarantee the call quality. If it reaches a certain level in the short term, it will inevitably cause huge pressure on the network of operators, and it is not easy for operators to restrict it. In the long run, China Mobile is deploying TD-LTE experimental networks on a large scale, and the competent authorities may issue 4G licenses in the next year, so there is no need to worry too much

as early as 2010, China Mobile once asked Tencent to renegotiate the cooperation mode and sharing policy with mobile GSM network traffic at a very low cost. At that time, some data said that 40% of the data traffic of Guangdong Mobile alone came from mobile, which once caused Tencent's share price to fall

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