Recently, there have been more and more news related to the "opening of the network" of China Radio and Television. On the whole, the day of China Radio and Television's official number operation is gradually approaching. The analysis believes that although the short-term impact on the existing three major telecom operators is limited, China Radio and Television will certainly "show its skills" in the smart home business by virtue of its media resource advantages, and this business will also become the focus of the future struggle between China Radio and Television and traditional telecom operators.
China Radio and Television's "open net release" arrow on the string
In fact, China Radio and Television has been preparing for the "open net and release number" for a long time, and it is only a "foot in the door".
In terms of network construction, China Radio and Television and China Mobile will jointly build and share a 700M 5G network, build a total of 200,000 700M base stations in 2021, and plan to build another 280,000 700M base stations in 2022, at which time, the 700M network will achieve national coverage.
In terms of the integration of radio and television enterprises, the 2022 annual work conference of China Radio and Television pointed out that 2021 is the first year of operation after the integration of the national cable TV network, and the unified operation and management pattern of "national one network" has been accelerated.
In terms of government departments, on March 23, the Hubei Provincial Communications Administration organized a special meeting to arrange and deploy the interconnection between Hubei radio and television networks and telecommunications, mobile and Unicom networks. On April 1, the Fujian Provincial Communications Administration organized a special conference on network interconnection work to convey and study the spirit of the special conference on interconnection work of the Ministry of Industry and Information Technology and the requirements of the "Notice on Doing a Good Job in the Interconnection of China's Radio and Television 5G Networks and Other Basic Telecommunications Enterprise Networks", and deployed the interconnection and interconnection of Fujian Radio and Television and telecommunications, mobile and Unicom 5G networks. This also shows from the side that China's radio and television "open network release number" is gradually approaching.
The entry of radio and television is expected to stir up "a pool of spring water"
The entry of China Radio and Television, although in the short term, has limited impact on the existing three major operators, but it is also expected to stir up "a pool of spring water".
From the perspective of the general environment, the current domestic communication market has long been saturated, whether it is the mobile communication market, or the wired broadband market, the current three major operators have long been "deeply cultivated for many years". The focus of operation is no longer "expanding new", but changing to "preservation", and mining greater value from the stock market.
From the basic point of view, because the communication industry not only relies on equipment to invest in network construction, but also has a customer service system, its own ability to support, including the operation of the system is to rely on the accumulation of time to complete, and these require a large number of professional talents and supporting mobilization capabilities to complete. As a "newcomer", it is difficult for China Radio and Television to break the inherent pattern of the industry in a short period of time.
However, from the perspective of economic laws, China Radio and Television "enters the game", the emergence of a new competitor, users must be willing to accept, and the content resources and cultural and creative advantages of China Radio and Television will also have a certain degree of impact on the market.
Smart homes will be the focus of the debate
For China Radio and Television, to base itself on the market, to a large extent, it depends on how to give full play to the content advantages and form a breakthrough point, which is an important part of the smart home business; on the contrary, for the three major operators, how to maintain the current advantages in the smart home business is a top priority. It is believed that in the future, the smart home business will become the focus of the struggle.
The analysis points out that China Radio and Television itself has the advantages of media and industry media platforms, and it is also a strong point in content production. At the same time, radio and television also has more than 200 million household cable TV subscribers, and has maintained a good cooperative relationship with government enterprises and enterprises in the people's livelihood industry around the world. Adding the "blessing" of 5G is equivalent to doing "addition" to add points to yourself.
For the three major operators, to consolidate the smart home market, but also rely on comprehensive strength, especially relying on network advantages, to expand new services, such as improving the layout of family scenes, accelerating the expansion of intelligent networking, home security, intelligent remote control and other application scales, and actively expanding new scenes of family information applications, etc., after all, media content is not the whole of smart home business.
The competition between "recruits" and "veterans" has just begun, and as for the future, it is still a matter of waiting and seeing!