Since the end of last year, the three operators have suddenly "put on the same pants" and unanimously cancelled most of the 4G god cards and cheap packages, and the tariff prices of 5G packages have always remained close. In March this year, the financial report data, dynamics, and official statements of the three companies all expressed a significant signal, and operators are unwilling to fight a price war in the future.
The price war can not be fought, there are two points behind this, one is whether the 5G package tariff will continue to rise in the future? Xiaobian is stupid, the tariff problem has always been under the pressure of the "big guy", and the three estimates that no one wants to rise to the task of "speeding up and reducing fees".
The second point of view is very interesting, in the past, the price competition difference is large, users are more inclined to find an optimal package to carry in the case of acceptable network coverage, since the tariff is consistent in the 5G era, is the wind direction of number portability to change?
In the third year of number portability, what is the situation of the three companies "plotting against each other"?
As long as the three-year-long carrying war, speaking of the biggest winner, many users have answered this question with solid actions, and telecom will inevitably win. In the first year of the opening of the portability service, 2.63 million mobile users were transferred out, 1.87 million were transferred by China Unicom, and the number of users transferred by Telecom was as high as 4.23 million.
After the mobile suffered a small loss, it quickly began to chase back, and on March 21, the three companies announced the February operation data in turn, which we can see.
The total number of mobile subscribers reached 960.76 million, a decrease of 629,000 month-on-month; 5G package customers reached 425,427 million, an increase of 24,148,000 month-on-month; and wired broadband customers reached 245,660 million, an increase of 1,713,000 month-on-month.
Telecom mobile subscribers reached 376.39 million, an increase of 890,000 month-on-month; 5G package subscribers reached 202.14 million, an increase of 6.08 million month-on-month; and wired broadband subscribers reached 171.85 million, an increase of 600,000 month-on-month.
The situation of China Unicom is a bit complicated, because since February, China Unicom has no longer disclosed the net increase in users on a monthly basis, but instead announced the cumulative number of "big connection" users. There must be abnormalities in things, and the data will not be too good to look at.
It can be summed up in this way that in the communications market, mobile is still a well-deserved giant, and it still keeps crushing friendly businessmen, while telecoms make full use of the advantages of the transfer policy to continue to catch up.
In the 5G era, the wind direction of number portability will change
Why does the wind change? The key is that the package tariffs of the three companies in the 5G era are consistent. Under this premise, the number portability network is likely to eventually lead to the competition between operators in terms of service quality.
Moreover, the number portability network is plainly the subsidy capacity, the mobile plate is the largest, and the income brought by 400 million 5G package users itself exceeds the sum of the income of all the mobile network users of the Electricity Union. The current situation of telecommunications is that cash flow has bottomed out, 5G investment has shrunk significantly, and the coverage gap will continue to widen.
It is worth mentioning that netizens on the communication forum have already responded that in the environment of tariff convergence, Sichuan, the province with the strongest telecommunications business, has been queued up to move to the network.
From God's point of view, mobile network coverage is the best (ranking first in comprehensive network speed in 2021), and its service quality is also recognized as the best, plus there is still a 700M release number. Therefore, Xiaobian believes that as long as the follow-up operation does not pull the crotch, the ultimate winner of the number portability network will be China Mobile.