Recently, the Ministry of Industry and Information Technology released the "2021 Communications Industry Statistical Bulletin" and the "Completion of Major Indicators of the Communications Industry from January to December 2021" reports. It contains several sensitive data.
Data 1: Telecom business revenue of 1.47 trillion yuan, an increase of 8.0% over the previous year, a growth rate of 4.1 percentage points higher than the same period last year, and also hit a new high in the past five years.
Data 2: According to the total amount of telecommunications services and revenue, the comprehensive price of the telecommunications industry in 2021 will be 13.6% lower than that of the previous year.
Data 3: Mobile data and Internet business achieved revenue of 640.9 billion yuan, an increase of 3.3% over the previous year.
After two consecutive years of downturn in 2019 and 2020, it began to rebound in 2021, but the growth rate was not large.
Data four: The development of emerging services such as cloud computing and big data has accelerated, and the revenue of related services will be 222.5 billion yuan in 2021, an increase of 27.8% over the previous year, and the proportion of telecommunications business revenue will increase from 12.8% in the previous year to 15.2%.
Data 5: 5G mobile phone users reached 355 million, 4G mobile phone users reached 1.069 billion, accounting for 86.7% of the number of mobile phone users.
"5G mobile phone users" refers to the on-site users who have usage information in the communication billing system at the end of the reporting period and occupy 5G network resources. This is currently the most stringent 5G caliber, the use of 5G resources, the need for 5G terminals, 5G networks are available, and the 5G switch is in the open state.
From the data point of view, the "number of 5G mobile phone users" has increased the requirements for connecting to the 5G network compared with the "number of 5G mobile phone terminal connections" previously issued by the Ministry of Industry and Information Technology, and the data has "shrunk" by about one-third, which is nearly half of the "number of 5G package users" announced by the three major telecom operators.
Data 6: 100 Megabit broadband (100Mbps and above access rate) users are close to 500 million, 498 million households, a net increase of 63.85 million households in the whole year, accounting for 93% of the total number of users, accounting for 3.1 percentage points higher than the end of the previous year; Gigabit broadband users reached 34.56 million, a net increase of 28.16 million over the end of the previous year.
Data seven: Cellular IoT users reached 1.399 billion households, a net increase of 264 million households in the whole year, of which the end users used in smart utilities, intelligent manufacturing, and smart transportation accounted for 22.4%, 18.1%, and 15.6% respectively. In 2022, IoT users will outnumber individual mobile users.
Data 8: In December 2021, THE NUMBER OFDOU reached 14.72GB/household, a record high. The average monthly traffic (DOU) of mobile Internet in the whole year reached 13.36GB/household per month, an increase of 29.2% over the previous year.
It should be noted that the growth rate is gradually slowing, and DOU in 2020 will increase by 32% over the previous year. In December 2021, it increased by 23.5% year-on-year. The increased pull on DOU by 5G users is not obvious.
Data nine: In 2021, the mobile SMS service volume was 1,761.9 billion, down 1.0% year-on-year, and the mobile SMS service revenue was 42.9 billion yuan, an increase of 6.6% year-on-year. Mobile SMS revenue accounted for about 2.9% of telecom revenue.
Data 10: In 2021, the 5G investment of the three major operators reached 184.9 billion yuan, accounting for 45.6% of all investment.
In 2021, the three basic telecommunications enterprises and China Tower Co., Ltd. completed a total investment of 405.8 billion yuan in telecommunications fixed assets. Among them, the fixed asset investment of mobile communications was 194.3 billion yuan, accounting for 47.9% of the total investment. The number of 5G base stations is 1.425 million, and more than 650,000 new 5G base stations are built throughout the year. The total number of mobile communication base stations in the country reached 9.96 million, a net increase of 650,000 in the whole year. 5.9 million 4G base stations. It can be seen that the investment in 4G networks is very small.
Data 11: In the month of December, the average household traffic in the western region reached 16.45GB per household per month, which was 1.94GB, 2.34GB and 4.98GB higher than that in the east, central and northeast china, respectively. It can be seen that the traffic tariff of the western package is more competitive.