The State Will Revoke The Resale Business License Of Underdeveloped Enterprises.

According to statistics, after more than half a year's development, dozens of virtual operators have accumulated less than 2 million subscribers so far. Most of them are Unicom resale business. Secondly, telecommunications, China Mobile is expected to issue numbers in the first quarter of this year.

From the perspective of user size, the attitude of users and market to virtual operators is far less than that of corporate propaganda.

Some virtual

The person in charge said in an interview, "in the past six months, the development of virtual operators has been highly publicized, but there are also whispers."

In their view, there are many reasons for this phenomenon.

From a large perspective, the State encourages private enterprises to enter the telecommunications industry, but lacks effective supervision and unified development standards, leading to their own practices. Secondly, in specific market behavior, the cooperation between basic operators and virtual operators lacks standard supervision, and the problem of "zero and reverse" is still serious, which has become the biggest obstacle to the emergence of virtual operators.

Existence confusion of imaginary quotient

It is clearly stipulated that the wholesale price of resale can not be higher than the actual retail price of the operators. In fact, the selling price to the end-users on the market is much lower than the wholesale price, or even below 50 percent off.

Regional operators are pricing independently, and the market price system is chaotic. Operators have not yet launched a substantive resale wholesale price adjustment policy.

According to the reporter, from the current number of users, snail mobile ranked the first in all virtual operators, close to 300 thousand households.

Behind this can not be separated from its high input, high-profile publicity and spare no effort in product optimization.

Such products are mainly free of monthly rent, free package, roaming free, free minimum consumption and bundling with their main business.

Using snail mobile President Chen Yan's words, "snail mobile is through online and offline mode, full professional integration operation, to open up the game and communication barriers."

However, she is still puzzled.

She told Tencent science and technology that "the difficulty of the development of the industry lies in the interconnection and exchange of numbers, and the identification of short messages.

Especially with the arrival of the 4G era, the average traffic charges are decreasing. If the traffic settlement is too high, the bulk upside down will result in high operating costs and the difficulty of the recovery period.

The same trouble also occurred in Jingdong communications. Yan Xiaobo, general manager of Jingdong communications, said to Tencent technology, "basic operators have never opened the network infrastructure capabilities such as directional traffic" to resale enterprises. Resale enterprises can not carry out traffic management on users according to the content of network data, seriously affect the product and service innovation of resale enterprises, make it difficult to form differentiated services, and the phenomenon of homogenization of product operation is serious. Many resale businesses still follow the traditional operator mode, and develop business through offline channels, so as to violate the original intention of telecom market opening.

It is understood that in October last year, some virtual operators and basic operators signed the "mobile resale business price dynamic adjustment mechanism" agreement. After the formation of the new dynamic mechanism, when the basic operators adjust their tariffs, the wholesale price of virtual operators is expected to get "linkage" adjustment. The industry hopes that with the establishment of a dynamic mechanism, the problem of zero and hang up can be solved.

However, judging from the content of the agreement, it is only expected that the linkage adjustment will not be aimed at the wholesale and retail price policy of wholesale and retail upside down.

In response, Wang Shuai, deputy general manager of Suning Internet, said in an interview, "in 2014, as the first year of virtual operators, some services and products were inevitably flawed and inadequate at the beginning of the listing, such as some bank SMS notification and network corner display.

At present, there are many problems such as insufficient understanding of "virtual operators", "gain communication products", and acceptance of choice process.

It is easy to see that regulatory standards, wholesale and retail upside down, number interchanges, SMS identification and other issues have become the biggest confusion of the development of virtual operators in the past six months. How to solve these problems has become the top priority of every development in 2015.

At the same time, at the user level, since the birth of virtual operators, catfish effect has begun to appear, and the communication market has changed. Many of its package "new ideas" have been widely adopted in the 4G package of basic operators.

It is also because of the long-term dependence on the brand and service of the inherent operators, less users take the initiative to accept the virtual operator's business, more is an attempt to play ticket in the enterprise marketing.

According to the data, individual virtual operators are increasing their users at the lowest level at the lowest level, and many thousands (catching up with marketing activities), and most of them are around 100.

At present, the state has temporarily closed the application window for resale business, and now there are 41 virtual operators, involving dozens of industries.

Is there competition? The answer is yes.

How to survive has attracted the attention of the industry.

In the view of virtual operators themselves, even if more companies are involved, the potential business opportunities of market segmentation are enough to survive.

In the development process of virtual operators, differentiation has been mentioned repeatedly, so the key lies in whether the business models of different businesses conform to the positioning of their own subdivision areas.

In this regard, Dr. Peng, who has just appeared in the list of the fifth batch of virtual operators, has lost some of its development time, but it has not affected its planning in the least.

Regarding this, Dr. Wu Shaoyan, executive vice president of Dr. Peng, who is responsible for resale business, told Tencent science and technology that "our pilot phase is the shortest, but we are the only company that makes fixed broadband network. Fixed network fusion products are our positioning.

From the perspective of the development of foreign virtual operators, virtual operators should locate subdivision, specialized markets, and complement with basic operators, otherwise they will be difficult to survive.

It is understood that Dr. Peng is currently preparing for resale business, and is expected to release its official numbers in the first quarter.

Similarly, he also stressed that the problem of fixed and zero upside down of fixed networks needs to be solved.

For the virtual operator's business model, the 41 companies are hardly the same, which is doomed to be separated from each other and hard to have a good industrial environment.

For example, Wang Xianshu, chairman of the bus line WiFi, said, "the most important problem of bus online is the ability of end-users to operate. This year, we learned and accumulated from trial and error to the industry's predecessors. There is still much room for optimization in the C terminal's product design, service and process."

It is understood that mobile public pport WiFi deployment and operation cost is very high, only hardware facilities will be tens of millions, which does not include traffic costs, personnel costs, operating costs, maintenance costs.

Previously, Wang Xian Shu once said, "the success of public pport WiFi depends on the perfect 4G network of operators, and the current 4G network is unable to realize the large-scale bus WiFi."

In addition, the difficulties encountered by operators in connection with the technology and services of operators are also unexpected.

According to his disclosure, as the business support, call center and system development are all self built, the mobile application level of bus online and communication business also has a large amount of input, with a total investment of nearly 80 million yuan.

In the Tencent technology interview process, dozens of virtual operators agreed that breakthroughs in the market segments are the key to the early and future development of virtual operators.

But market segmentation is facing many difficulties.

In this regard, the industry pointed out that, first, how to identify the direction of their own main business? Two, how to deal with competitors in the same field, especially the larger volume of virtual operators.

Three, how big is the niche market segment? Four, is the industry management system highly unified?

From the perspective of the current development of virtual operators, most of them still stay in the resale of basic telecommunications business. It is only that they dare to break the rules in terms of preferential treatment. The real business model of market segmentation has not yet appeared, or there is still a big gap from maturity.

Who will be the winner in the future?

Analysts believe that the 41 virtual operators will probably increase after the end of the pilot phase. As long as they are not the focus areas of basic operators, virtual operators can generate niche services market.

However, it may also be reduced. After all, competition will be eliminated. In particular, the resale business of the original 2B business can only be a mere scrap of paper when business mode is not clear enough.

A person familiar with the matter told the media that after the end of the pilot phase in late 2015, the state will revoke the resale business license for poorly developed enterprises, because the pilot period is largely the ability of the state to investigate private enterprises, and enterprises that are unable to activate the traditional market and break the original monopoly pattern will naturally be eliminated.

In this regard, Jiang Zhixiang, chairman of communications sharing, said, "with the competition in the telecommunications market, some virtual operators will withdraw from the market. At the same time, new virtual operators will continue to enter. This is a healthy phenomenon in the healthy market.

The domestic telecommunications market is large enough, and new market demand will also emerge.

Virtual operators must insist on cultivating their own market segments, adhere to the innovation advantages, and believe that a considerable number of virtual operators will survive in the fierce market competition and grow.

Chen Yan, President of snail mobile, who is slightly different from this point of view, believes that most of the virtual operators should survive, but the market needs more virtual operators.

Among them, there will be about 5 of the market share of more than 80%. In the future, it is likely that snail, Ali, Jingdong, and one or two channel virtual operators will become leaders in the industry, and Internet companies with more innovative thinking will have more advantages.

As for how to become a winner, Wang Shuai, deputy general manager of Suning Internet, admitted that simply copying the basic operators certainly has no way out, and the way out will definitely depend on the new products and new products that hit users' needs.

After a year's trial, a number of virtual operators have found their own business development routes. It can be predicted that there will be many virtual operators in the future to carry out "light operation" and "wet operation".

The relevant agencies predict that the network capacity of the domestic market will occupy a certain proportion of the virtual operators in the future. The scale of the market will reach 50 billion yuan in 5 years, but, like other industries, it will undergo a shuffle after entering the stage of steady development.

List of 41 virtual operators:

In December 26, 2013, the first batch: Tian Yin communication, continuous technology, Yue language, Huaxiang United letter, Jingdong, north latitude communication, Wan Wangzhicheng, Dixon Tong, sharing online, telephone world, bus online.

In January 29, 2014, the second batch: Gome, Suning, Ai Shi De, 35 Internet, Suzhou snail, mid term group, Yangtze River era, far special communications.

In August 25, 2014, the third batch: Lang Ma information, Zhongxing vision, UFIDA, China Post century, century interconnection, and silver Sheng electronics.

In November 21, 2014, the fourth batch: red bean group, Star Cinema, oneness information (Youku Video), Qingdao sun Shun (Haier), green bull software, Xiaomi technology, Zhengzhou Xun Jie (Foxconn), and 263 network.

In December 18, 2014, the fourth batch: Hainan Hainan Airlines, Lenovo FM, Guangdong Hengda and communications, Qingdao Fengxin communications, Phoenix assets, Shenzhen Ping An communications, people's livelihood e-commerce, Dr. Peng.

<