5G window has been opened, operators have more competitors

“Capability Openness” is the most frequently heard word at the China Mobile Partner Conference in the past few days. Its high frequency appears and strongly expresses its determination to move.

“I made a very simple prediction three years ago, thinking that each of us, in addition to mobile phones, will be connected with many things around us, including cars, refrigerators, various control platforms and control gateways. People are connected with 10 points. There are 1 billion mobile customers in China, and there will be 10 billion connections waiting for us to solve. By 2020, it is not difficult for us to find 1 billion connections in this 10 billion connection. At the scene, Li Yue, president of China Mobile, said that 5G will promote the deep integration of all vertical industries in the mode of the Internet of Everything.

The implication is that the future communication is no longer to solve the communication problem between people, but to solve the communication problem between people and things. The role of the mobile transformation is to assume the responsibility of "big connection." Li Yue gave a goal that China Mobile's total connection in 2020 will exceed 1.75 billion, which is doubled.

This remark has won the support of the industry chain partners. On the occasion of the era of the Internet of Everything, all kinds of enterprises are looking for their own positioning, in order to get the first chance, holding the "operator" tree will obviously succeed. The probability has increased by a few points.

But whether it can break the Internet of Things may be too early.

For operators, although they have natural network and user advantages, the system's containment and vested interests make themselves appear to be slower in the competition with Internet vendors.

“Compared with OTT, what is the biggest difference? It is the agility of the business. Simply put, we have a lot of business open for too long, the rules are very complicated, maybe OTT can open the business in a few minutes. It may take a few days or even longer for us. For example, it may take two or three days for a company to open an international line. For example, renting a 2G bandwidth may require a minimum lease period of half a year.” Huawei’s rotating CEO Guo Ping directly pokes the communication on the spot. The pain point of the enterprise.

What makes operators even more nervous is that cooperation between enterprises in more fields has begun to cross the barrier of carrier network communication.

For example, some communication equipment companies have been discussing with the major European automakers that they will install eight antennas after five to ten years. This was unimaginable in the past. The early intervention of the vertical industry and the joint innovation in the ecological scope have gradually become The ecology. These manufacturers in the ecological chain do not need to wait for the arrival of 5G, and the operators can build a good network. Under the current ecological model, various new business models can be verified.

And Internet companies are triumphant. Alibaba has previously released its own IoT platform, which integrates products and services such as gateways on the cloud, rules engine, shared intelligent platform, and intelligent service integration. It has opened up from the end to the cloud to the APP. Between the two directors, the entrepreneurs can easily achieve global fast access and cross-vendor equipment interconnection on this platform, so as to quickly build a stable and reliable Internet of Things.

For operators, the time window for the transition has been opened, but the competitors on the runway are no longer the only ones that are familiar.

However, Li Yue emphasized that operators still have unique advantages in services and connections in the field of big data. This gold mine has not been fully tapped. China Mobile will be committed to turning these advantages into new services, new products and new values ​​in the future. "I believe that cloud computing, big data, and especially artificial intelligence in the future will definitely make a greater contribution to the launch and innovation of our products, the service of our customers and the enhancement of corporate value."

Taking communication capabilities as an example, mobile can already be networked through communication, providing users with new communication upgrades and real-name social experiences based on mobile phone numbers.

Mobile's current open communication platform has accumulated a total of 2 billion APIs and more than 50,000 partners. In addition, Mobile also announced its key capabilities in the unified certification, OneNET Internet of Things and smart home gateways.

If you encounter competition with your own business?

"This is a bit of a cold war between husband and wife. Not to mention that our respective interests are different. Competition is your life and death. If you take me, you will be gone. So this may be a mentality challenge. Children, have to be temperament." A communications industry executives such as evaluation.

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