Sources said the move likely will be fixed-line broadband Direct licenses – China Mobile, fixed line, access, Direct
All areas of business license permits re-appraise the mobile broadband can be fixed making Direct
No. 686, has recently become a major communications operators within the hot term. There have been reports that this is considered to limit the development of broadband access to China Mobile policy document, it is said will expire at the end of this year, the major telecom operators or gearing, or tense preparation, prepare for the upcoming new competitive environment.
However, \"IT Times\" reporter found that the ability to directly operate the mobile broadband and fixed-line No. 686 is not directly related to the existence or not, there could be changes, the China Mobile-based telecommunications business license of the scope of the change, for the competitors, this is the fatal blow. In this critical period, the sudden \"Telecom, China Unicom monopoly\" of the dispute, this change has increased the uncertainty.
News survey No. 686 Ministry of irrelevant decisions about
The so-called 686 of the text, is released on December 25, 2009 the \"Industry and Information Technology issued by the Ministry on the further implementation of standardized telecommunications market spirit of the document's notice\" (Ministry of Industry No. 686), the text clearly states that China Mobile can only operate using TD-SCDMA network of wireless broadband access services, cable broadband services authorized by China Railway Group Limited operations. This is interpreted as the industry moves direct operations against China's fixed-line broadband policy.
\"In fact, the scope of the mobile operating license restrictions, not made by the No. 686, if one carefully read the January 6, 2009 issued by China Mobile-based telecommunications business license (hereinafter referred to as permits), will found that the No. 686 permits only reiterated the content, that is, whether No. 686 is not due expired license as long as the content does not change, the move will not change the operating range. \"November 9, Shanghai Communications Administration spokesman told\" IT Times \"correspondent such a construction.
Since the scope of the license has been very clear why the fixed network operators around the No. 686 due to the \"guard\"?
One key sentence: \"before the end of 2010, (Industry) of the Organization of the TD-SCDMA development indicators such as market competition and telecommunications to conduct a comprehensive assessment, and, as appropriate, the relevant policy adjustments. \"The sources, that is it led to communications carriers unlimited imagination and speculation.
A source close to the Ministry of Industry confirmed to reporters, the end of 2010, the Ministry has organized research on changes in the telecommunications market, operators to track the development of studies to assess the three telecom operators license to operate to the extent permitted time change the maturity of the assessment issue has now ended, has been submitted to the Ministry of Industry, waiting for final decision.
Although the assessment results are not yet known, but a subtle episode is late October, the Ministry will be a \"pass Authority Liaoning mobile operators wired CPN on several issues,\" replies a copy to pass around Authority circulated, and the core are: No. 686 has never been a new policy, it is just past the extent permitted by the license for further instructions and explanations, is the operation of the entire communications industry classification definitions, requirements through the Authority do the same for Liaoning management. In other words, denied the move may be directly fixed wireline.
\"However, several discussions in the Ministry of Industry, endorsed the abolition of restrictions on mobile voice business license is still very large, how the final policy decision, there is great uncertainty. \"The Communications Authority sources said.
The paradox is that, in deciding whether to change the extent permitted by the license key moment of decision, the sudden \"Development and Reform Commission on Telecom China Unicom monopoly investigation\", increases the uncertainty. The establishment of the national radio and television network, China Mobile have been questioned as reports, their purpose is to operate fixed-line licenses. \"Whether driving force behind those who reported the matter, this policy of the Ministry will have a great impact. \"Telecommunications expert who asked not to be named, said.
Three operators' broadband offensive and defensive war \"upgrade
Reached in the mobile broadband market, very eager to
\"Growth in the mobile space is getting smaller and smaller can. \"Derek told Ruankai Li, general manager of telecommunications consulting firm\" IT Times \"correspondent, although the purpose of restructuring is not obvious, but look at recent earnings period, the net profit growth is slowing moving, 2G voice business market saturation region, while the TD-SCDMA's performance is not satisfactory, in the mainstream of 3G data applications on the market, the mobile is not dominant.
In the active development of TD-LTE at the same time, mobile and fixed broadband does not stop at. 2010, China Mobile has conducted two large-scale Fttx equipment Jicai, but strange is that the results for the Central Purchasing in China Mobile's bidding online, published in February last year, only the first 2 million lines Central Purchasing results.
The start on June 17 this year, the second Central Purchasing, has not seen the results, perhaps it is limited by the license permits, the latter is not optimistic. At the same time, China Unicom in the second half of 2010, 15 million line of Central Purchasing PON equipment, and China Telecom in 19 million lines this year, Central Purchasing, the two carriers have increased significantly than before, both the optical Wars around the country are vigorously staged.
\"If you can not directly in the development of mobile broadband, will be competing in the latter part of the gradual marginalization. \"Ruankai Li told reporters. While in 2011, China Mobile 15 billion yuan capital injection Railway construction for wired broadband, but a huge amount of investment in terms of fiber-optic network construction, it is totally inadequate. Has a strong cash flow to move, apparently for direct operation of broadband cable license, very eager.
Pressure surge in investment in fixed-line operators
Huge investment in optical network construction dragged down earnings. In February this year, China Telecom launched the \"optical network city\" projects around the country promoting the fiber to the home, according to a provincial telecommunications sources, preliminary estimates, construction cost per household is $ 900 plus $ 550 termination fee , one of the province's investment in optical network construction will be over $ 50 billion. On this basis, the national telecommunications investment is certainly more than one hundred billion yuan.
Not bad money in the move showed the generous leaving other competitors increased the burden. In 2010, the first phase of PON Jicai, the mobile device more than 90% of the purchase of GPON technology, and this technique because of its high cost, while being careful to use Telecom and China Unicom.
Telecom and China Unicom's \"distress\" is also reflected in the preference for fixed monthly fee. Although the number of deputies has proposed to abolish the monthly fee, \"but for the money chain is relatively scarce Telecom China Unicom, the money is not a small fixed income, once canceled, their situation will be more good. \"High Yangchih that Telecom and China Unicom have been pushed to the edge of the cliff, and the plan for existing only backs against the wall, continue to increase investment, promote the construction of optical networks, for an advantage in the fixed network to continue to maintain this lead,\" the most three operators is a good situation to strengthen solidarity and not malicious competition, after all, radio and television cable network soon to come, but this can only be a good wish. \"(Text / IT Times)
