Checking the gains and losses of 4G licenses in one year

In 12 months, more than 570,000 4G base stations were built, and the world's largest 4G network was built. More than 50 million 4G users were developed, and more than one trillion yuan of information consumption was instigated. This is the transcript of the TD-LTE 4G license issued one year later - TD-LTE has achieved large-scale commercial use.

At the same time, China Unicom and China Telecom's TD-LTE/FDD LTE hybrid networking trials in 40 cities have also achieved significant results, and have submitted applications for FDD LTE commercial licenses. At present, the trial network of China Unicom and China Telecom has reached 237 cities, and the main urban area has been basically covered. However, in order to scale the number of users, users need FDD LTE commercial license.

Some analysts believe that once the FDD LTE license is issued, it will have a strong impact on China Mobile's development of the 4G market. However, some analysts said that the three operators will continue to drive the development of the entire industry chain and the growth of the national economy.

Market development exceeded expectations

A year ago, when China Mobile announced the goal of “building 500,000 4G base stations and developing 50 million 4G users in 2014”, the question was raised, and the industry believed that this was an impossible “Great Leap Forward” mission.

The data after one year responded to the original question: these goals were not only completed ahead of schedule, but would be over 40%. According to the current development speed of mobile 4G users exceeding 10 million per month, by the end of 2014, China Mobile's 4G users will exceed 70 million. It should be noted that in the 3G era, it took three years to reach this user scale, and it took 10 years in the 2G era.

The conservative forecast given by China Mobile is that by 2015, 4G users will double by 2014 to 150 million; in 2016, it will double again and exceed 300 million.

The rapid growth is not only the number of 4G users, but also the consumption of data traffic by users.

According to the latest published operational data, although the current 4G users are less than 7% of China Mobile's total user base, the ARPU of 4G users is three times that of ordinary users, and the DOU of 4G users is 10 times that of ordinary users.

Behind the increase in the number and value of users is the rapid coverage of 4G networks and the rapid spread of 4G terminals.

In one year, China Mobile has built the world's largest 4G network, and the number of 4G base stations has exceeded 570,000. By the end of this year, this data will increase to 700,000, an increase of 40% from the target of 500,000 at the beginning of the year. It is estimated that by 2015, China Mobile's 4G base stations will exceed 1 million.

In terms of network coverage, China Mobile's 4G network has covered more than 300 cities, basically achieving coverage of cities above the county level and developed townships, with a population coverage rate of 75%, and achieving 4G roaming with 27 countries and regions such as the United States and Hong Kong. . At the same time, China Unicom and China Telecom's TD-LTE/FDD LTE hybrid networking trials in 40 cities have also achieved significant results, and have submitted applications for FDD LTE commercial licenses. At present, the trial network of China Unicom and China Telecom has reached 237 cities, and the main urban area has been basically covered.

In terms of terminal popularity, 4G mobile phones supporting TD-LTE networks have increased from 20 models a year ago to 617 models, of which thousands of smart phones accounted for more than 60%, and the lowest price has dropped to 399 yuan. It is predicted that the sales of TD-LTE 4G mobile phones will exceed 100 million units by the end of this year, and the number of terminals will increase to 700.

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