The hottest Q1 communication revenue growth is the

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Q1 communication revenue growth was the first low GDP communication transformation entered the deep water area recently, the number of communication industry in the first quarter, which made the share of plastic packaging in the market increase correspondingly. It was announced that the growth rate of telecom business revenue was lower than that of GDP in the same period for the first time in three years, and the industry alarm appeared

at the same time, the slowdown in the growth of the communications industry continued to show. According to the data, the growth rate of telecom business income in the first quarter was 6.5%, which was the lowest in nearly three years compared with the growth rate of 9.3%, 10.7% and 8.7% in the previous three years. According to the financial report of China Mobile released in the same period, due to the impact of Ott and other factors, the net profit of China Mobile in the first quarter fell by 9.4% year-on-year. Under the slowdown of growth rate, traditional communication has experienced transformation pains. With the advent of the 4G era of mobile Internet, mobile traffic has exploded, and other Ott services bypass telecom operators, constantly rewriting the rules of the game. Telecom operators are facing the dilemma of increasing production without increasing revenue in traditional pipeline services. With the entry of virtual operators into the market, the garden inside the fence was once full of variables

industry insiders said that China's telecom operators are facing the challenge of industry inflection points, and operators need to explore new growth drivers

comparison of quarterly net growth of fixed Internet broadband access users in

comparison of quarterly mobile Internet access traffic in

growth of annual total telecommunications business and business revenue

the decline is irresistible

although SMS and voice still account for more than half of the revenue of operators, the trend of traffic has been irresistible, and the arrival of 4G has exacerbated this trend

data show that the growth rate of mobile communication revenue fell sharply in the first quarter, and the gap with the growth rate of fixed communication revenue narrowed. Any experiment has its own limitations. In the first quarter, the mobile communication business achieved revenue of 214.53 billion yuan, an increase of 7% year-on-year, down 3.7 percentage points from the same period last year. Mobile voice revenue fell by 0.8%. In the first quarter, mobile outgoing calls totaled 708.41 billion minutes, an increase of 2.1% year-on-year, only one third of the growth rate in the same period last year. The volume of mobile SMS business fell by more than double digits for two consecutive months, and the average household point-to-point SMS volume fell by 20.4% year-on-year

from the perspective of voice revenue structure, local calls, long-distance calls and roaming show signs of decline or even slowdown. According to the data, in the first quarter, the revenue of mobile local voice business fell by 3% year-on-year, and the revenue of mobile long-distance and roaming increased by only 1.1% and 5.6% year-on-year, of which the growth rate of roaming revenue decreased by 8.3 percentage points compared with last year. In addition to being replaced by emerging businesses such as Ott, the decline in voice revenue is also the result of operators' continuous reduction of tariffs for competitive reasons. At the grass-roots level, the competition around the price war continues

however, with the saturation of the mobile market, it is a dead end to fight in the traditional blue ocean market. The data shows that by the end of March, the penetration rate in China has reached 111.1 units/100 people, and the penetration rate of mobile phones in one quarter of provinces and cities has exceeded 100 units/100 people. Among them, the fixed penetration rate reached 19.4 units/100 people, and the mobile penetration rate reached 91.7 units/100 people

traffic increased by 45.4%

at the same time, mobile data traffic maintained a rapid growth, and the substitution of mobile voice and SMS traffic was strengthened. Driven by the popularity of intelligent terminals, mobile users have gradually formed the habit of using mobile Internet, and continue to promote the rapid growth of mobile Internet traffic

according to the data, in the first quarter, the accumulated mobile Internet access traffic completed this part of consumer demand, showing a rigidity of 406.521 million g, and the monthly average mobile Internet access traffic reached 166.1m, an increase of 45.4% year-on-year. The substitution of mobile traffic services and voice services is significant

the popularity of intelligent terminals and the rapid development of 3G and 4G users have become the main driving forces driving the growth of mobile traffic

in terms of user structure, the trend of 3g/4g substitution is more prominent. The data shows that 2G users have increased negatively for 16 consecutive months, and mobile broadband users (i.e. 3G and 4G users) have increased by 46.2 million, reaching 448million in total. The penetration rate to mobile users reached 35.9%, an increase of 12 percentage points over the same period last year. Driven by 3G services, mobile subscribers continued to grow, reaching a total of 1.248 billion

pipeline is king

with the issuance of 4G licenses, it has driven a new round of investment boom in the upstream and downstream industrial chain. The investment focus of enterprises began to shift to mobile communication, transmission and other fields, driving the continuous improvement of mobile communication networks and optical broadband infrastructure capabilities. According to the latest research report of Accenture, as a state-owned enterprise, Chinese operators are responsible for operating and ensuring basic communication networks, and are also entrusted with the mission of upgrading and developing related industries

data show that in the first quarter, basic telecom enterprises completed a fixed asset investment of 51.06 billion yuan, an increase of 4.6% year-on-year. Among them, the investment in mobile communication reached 21.27 billion yuan, a year-on-year increase of 38.5%, and its proportion in the total investment increased from 31.5% in the same period last year to 41.7%. In the first quarter, 303000 mobile base stations were newly built, with a total of 2.712 million, including 1.217 million 3G base stations. The length of optical cable lines increased by 724000 kilometers to 18.175 million kilometers. The number of Internet broadband access ports increased by 9.51 million, including 8.827 million fiber access ftth/0 ports, with a total of 124 million, accounting for 33.5% of the total number of broadband access ports

mobile communication investment has increased significantly, and the capacity of mobile network and optical broadband infrastructure has been significantly improved

at the same time, the broadband speed-up effect is obvious, and the proportion of users above 4m has exceeded 80%. In the first quarter, the Internet broadband access users of the three basic telecommunications enterprises increased by 6.695 million, reaching 196million. Broadband access users above 4m, 8m and 20m account for 80.8%, 25.7% and 5.2% of the total parts of corrosion friction and wear testing machine of broadband users respectively. Ftth/0 users reached 48.1 million, with a monthly net increase of about 2million, accounting for 23.5% of broadband users from 21.6% at the end of last year

pipeline construction is good, but how to improve the value of pipeline utilization is a problem that operators need to think about

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