China Mobile's 4G penetration rate is four times that of 3G
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According to relevant statistics, in the first four months (February to May) of the official launch of 4G packages, China Mobile added more than 8 million 4G users. Five years ago, it took China Mobile 15 months to get the same number of 3G users. The speed of 4G user penetration is four times that of 3G. Even considering the growth of China Mobile's user base in five years, the penetration rate of its 4G users is more than twice that of 3G users. If nothing unexpected happens, China Mobile's 4G user number will exceed 10 million before the end of June. However, after China Telecom and China Unicom obtained FDD-LTE licenses at the end of June, China Mobile continued to release favorable policies and no longer insisted on "4G mobile phones without five modes will not be put into storage", and began to provide subsidies for three-mode 4G mobile phones. The so-called three-mode 4G mobile phone refers to mobile phones that support three formats of GSM, TD-SCDMA and TDD-LTE, which correspond to the three technical standards of China Mobile's 2G, 3G and 4G eras. Compared with five-mode or even seven-mode 4G mobile phones, three-mode 4G mobile phones have a lower technical threshold and are suitable for low-end users who do not require international roaming. At the same time, Qualcomm has also recently stopped charging patent fees for tri-mode 4G mobile phones. This is another "goodwill" that Qualcomm has shown to domestic manufacturers after the National Development and Reform Commission launched an antitrust investigation against it. After receiving subsidies from China Mobile and exempting the "Qualcomm tax", the profit space of domestic 1,000 yuan 4G smartphones has been released to a certain extent. Currently, Coolpad has the highest shipment volume of 4G mobile phones, and its product line is mainly based on tri-mode 4G smartphones, priced at around 1,000 yuan. It is rumored that Xiaomi will release the 4G version of the Redmi mobile phone on July 22, which is also a tri-mode 1,000 yuan 4G smartphone. It is also worth noting that the State-owned Assets Supervision and Administration Commission issued a document last week requiring the three major operators to cut marketing expenses by 40 billion yuan this year. Xinhuanet quoted a report from market research firm ABI Research as saying that only Apple and Samsung flagship phones have subsidies of more than 80%. The subsidy for domestic 1,000 yuan smartphones is only 40% to 50%. Therefore, the impact of cutting marketing expenses on high-end smartphones is greater, and domestic manufacturers have the opportunity to occupy the market again by using cost-effectiveness. Compared with China Telecom and China Unicom, China Mobile may regain the lost ground in the 3G era in the 4G battlefield due to its lower 4G terminal cost and earlier start. While the price of 4G terminals has fallen from the altar, 4G charges are also continuously reduced. At present, the relative charges of 4G packages of both China Unicom and China Mobile are lower than those of 3G packages, and there is room for further reduction as competition intensifies. Therefore, in the future, 4G users cannot be simply regarded as high-quality customers with high ARPU values, and rich media content will become a universal demand. As a winner of Toutiao's Qingyun Plan and Baijiahao's Bai+ Plan, the 2019 Baidu Digital Author of the Year, the Baijiahao's Most Popular Author in the Technology Field, the 2019 Sogou Technology and Culture Author, and the 2021 Baijiahao Quarterly Influential Creator, he has won many awards, including the 2013 Sohu Best Industry Media Person, the 2015 China New Media Entrepreneurship Competition Beijing Third Place, the 2015 Guangmang Experience Award, the 2015 China New Media Entrepreneurship Competition Finals Third Place, and the 2018 Baidu Dynamic Annual Powerful Celebrity. |
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