5g failed to stimulate the development of the industry, which disappointed not only operators, but also mobile phone enterprises

5G It has become a hot spot in the past two years , However, after more than two years of development , Operators and mobile phone companies in the communications industry are disappointed , They are right 5G Your attitude is quietly cooling down .

For the carriers , After more than two years of construction ,5G The network has reached a certain scale , however 5G The user experience of the network is not good , Lead to the present 5G Although package users have broken through 9 Billion , however 5G Network users have only 4.55 Billion , There are even many 5G Mobile users turn off 5G Functional phenomenon .

The industry has described a bright future for operators ,5G Will drive B The rapid development of the end market , However, after more than two years of efforts , China Mobile has developed thousands of 5G application , But the income it brings is still far from being comparable to the income contributed by mobile phone users ,2021 The results in show that the business income of digital transformation （ Including the government enterprise market 、 The Internet of things 、 Special line income, etc ） Less than a percentage of revenue 19%.

The revenue of China Mobile mainly depends on the contribution of mobile phone users ,2021 In, mobile phone users contributed more than 60% of its revenue , It should still rely on mobile phone users to achieve profit growth again , Its average mobile user ARPU by 48.8 element , and 5G Average package users ARPU As high as 80 Yuan of above .

Face the reality , The three major operators have once again shifted their business focus back to mobile phone users , The three major operators have quietly launched since last year 5G Traffic price war , Of course, they are on the surface 5G The price of the package is still nearly 100 yuan , But in fact, branches all over the country are quietly pushing users more affordable 5G Plan to stabilize users , Avoid user churn , At the same time, compete for the new user market .

Not only operators are right 5G disappointment , Mobile phone companies are also right 5G disappointment . stay 5G Before business , Mobile phone companies once thought 5G It will trigger a boom of mobile phone users changing phones , For this reason, they are all rubbing their hands , I hope to borrow 5G Dongfeng competes for more markets , After all, from the 3G To 4G It has changed the pattern of the domestic mobile phone market .

However 5G For more than two years , The sales of mobile phones in the domestic market have been declining , This year, 2 Month to 5 Mobile phone shipments in the domestic market fell in August ,6 Although the month has achieved 9% The growth of , But in the first half of the year, the sales of mobile phones in the domestic market still fell by more than 20% ;6 The data for the month shows 5G Mobile phone sales increased month on month 29.8%,4G The growth of mobile phones is as high as 63%.

In this case , Mobile phone companies are launching 5G The enthusiasm of mobile phones has declined significantly , Listed domestically in the first half of this year 5G New models account for only 55.7%, This means that some mobile phone companies are still launching a large number 4G Mobile phones and even feature phones , This kind of mobile phone is cheaper , It can meet the needs of low-end consumers .

Consumer push 4G Mobile phones or feature phones , It is also because the chip cost of this kind of mobile phone is lower 、 Patent fees are also lower ,5G Several manufacturers of mobile phones charge royalties , and 4G Mobile phones mainly pay patent fees to Qualcomm . stay 5G commercial 2 More than years later , Instead, mobile phone companies are developing again 4G mobile phone ,4G The sharp rise in mobile phone sales month on month has become a strange phenomenon .

so to speak 5G Today, I'm afraid we need new changes to further develop , Boming technology believes that China Mobile and China Radio and television are advancing 700MHz 5G It should be 5G The driving force , rely on 700MHz Strong coverage ,5G The coverage effect of the network will be greatly improved , The operator, 5G Network construction costs and operating costs have been significantly reduced , such 5G Your set meal may be cheaper , Make it affordable for more consumers , More consumers use 5G service , that 5G The application of will naturally be enriched .