Total haircut: speed up the net, drop the net fee! But is it difficult to perform?

Net speed and telecom tariffs have always been the two most controversial topics in the telecommunications industry, and Prime Minister Li Keqiang’s statement on these two issues has brought the topic’s popularity to a new level. The Prime Minister’s position and the promotion of the Ministry of Industry and Information Technology and the three major operators will bring about an era of accelerated decline in mobile phone tariffs. However, while the tariffs are falling, the current difficulties faced by operators still have to be resolved.

Premier Li Keqiang said: "Now many people, where to ask first, 'Is there any WiFi, because our traffic charges are too high!"

In response to this problem, the Ministry of Industry and Information Technology released Weibo said that in recent years, "mobile phone traffic charges and slow network speed" are hot issues of social concern and leadership concern. The Ministry of Industry and Information Technology has been working with relevant ministries and commissions to implement the "Broadband China Strategy" and promote Enterprises increase network investment and reduce mobile phone traffic charges. In order to implement the instructions of Premier Li Keqiang, the work of “accelerating 4G construction” and “substantially improving the speed of the network” in the broadband special action will be intensified this year, so that the people can access the Internet faster and the price is more favorable.

For operators, price cuts are an inevitable trend. In the past ten years, telecom tariffs have been in a downward channel, but how to ensure the stability of income in the process of price cuts and even the assessment indicators that enterprises need to undertake It is a problem that needs to be carefully considered. This is one of the reasons why the industry analysts said that the price wars of the three major operators in the 4G era will be alleviated.

However, in terms of public service responsibilities, operators must accelerate network construction and reduce tariffs as soon as possible so that more ordinary users can afford data traffic. In the absence of other new revenue sources, the three major operators The face seems to be a puzzle without a solution.

The arrival of the era of traffic economy

The rapid development of 3G and 4G has greatly promoted the development of China's mobile Internet. While the voice business is declining, China is accelerating into the era of traffic economy.

According to the latest statistics released by the Ministry of Industry and Information Technology, in January-February this year, China's monthly mobile Internet access traffic reached 281.7M, an increase of 75.1. China's mobile Internet access traffic continued to show explosive growth.

In mobile Internet traffic, mobile Internet traffic is the primary factor driving the rapid growth of mobile Internet traffic. In January-February this year, China's mobile Internet traffic reached 432 million G, which doubled for two consecutive months, accounting for 89.3% of the total mobile Internet traffic.

User is not satisfied with the tariff

According to Sina’s survey results at 21:30 on April 15th, more than 50% of users use between 500M and 2G per month, and 27% of users spend between 100M and 500M per month. In addition, 14.7% of users spend more than 2G per month, and only 7% of users spend less than 100M per month. In terms of monthly average traffic cost, the proportion of users with 10 yuan to 50 yuan is the highest, reaching 43.7%, the proportion of users with 50 yuan to 100 yuan is 32.9%, and the proportion of users with 100 yuan or more is 16.3%, 7.2%. User consumption is less than 10 yuan.

In the survey results of another group of users' Internet access fees initiated by Sina today, 73.6% of users believe that Internet access fees (including mobile Internet access and broadband) below 50 yuan per month are acceptable. In terms of broadband monthly subscription, although some operators can provide monthly packages of less than 50 yuan, most operators' monthly subscription fees are more than 50 yuan, while mainstream operators such as Telecom and China Unicom can provide higher quality broadband subscriptions. The fees are all above 100 yuan (in Beijing, for example, on the basis of providing IPTV promotion, Beijing Unicom's 15M annual package price in the city's six districts is 1680 yuan, equivalent to 144 yuan per month), which means operators There is a huge gap between the current tariff package and the user's expectations, and the user's dissatisfaction with the tariff and network speed becomes a necessity.

When discussing tariffs, foreign standards are a major factor in our comparison. According to industry insiders, although China's telecommunications tariffs are not related to the international level in terms of absolute price, the overall consumption level is still at a relatively high level.

In addition, the phenomenon of sky-high traffic charges has occurred from time to time. Many users are also cautious about the consumption of mobile phone traffic. Comparing the two sets of tariff data, it is well understood that users can find WiFi when they arrive at a fixed location.

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