Three companies compete: China Telecom is struggling, China Unicom is losing

China Unicom recently released its latest user data, which can be described in two words: "miserable". With the issuance of China Mobile's 4G licenses, China Unicom's days are indeed not as carefree as they were in the 3G era. A netizen who claims to be a China Unicom insider has published an article comparing China Mobile, China Unicom and China Telecom to the Three Kingdoms in the late Eastern Han Dynasty, and analyzed the situation from a "personal perspective". Although the article is slightly pessimistic, it does not completely lose confidence and is full of expectations for the future.

The full text is as follows:

Once upon a time, the issuance of WCDMA licenses made China Unicom really excited. It seemed that the day of controlling one third of the world was not far away, just like Zhuge Liang's Longzhong Plan and the layout of the world. However, six years have passed, and with the issuance of 4G licenses, WCDMA has become a thing of the past!

Looking back at China Unicom over the years, it is like the Kingdom of Shu. It entered as a competitor, thinking that "with feather fans and silk scarves, masts and oars will be destroyed in the blink of an eye", but who would have thought that opportunities would pass by again and again and never be truly seized. There are many superficial reasons, but the most fundamental reason should be "people". Due to the multiple integrations within China Unicom, to put it bluntly, for the sake of personal "little tricks", the process became more and more lengthy, the front-line sales space became smaller and smaller, the management became more and more complicated, and the team morale became increasingly low. Even though Gang Ge was extremely talented, he could only leave sadly.

Telecom occupied the "eastern part of the Yangtze River" and was full of confidence when it first obtained CDMA. The integrated bundling strategy did develop a lot of mobile users. However, the terminal industry chain did not have an advantage, and the bundling caused a lot of user backlash. The 4G license has been delayed, and the subsequent development is in confusion. It can only rely on the fixed network to survive in a corner. If the problem of mobile export bandwidth is solved, Telecom's fixed network market share will inevitably be further lost with its low-price advantage. It can be said that although there is no immediate worry, there are long-term concerns.

In recent years, China Mobile has been able to get whatever it wants. It has made huge investments to support the scale of its networks, and its bare-subsidized terminals have gained an advantage in the industrial chain. Its services are also the most standardized, and it has already shown signs of dominating the entire country. China Mobile has made great efforts in 4G, and as its market share continues to increase, as the saying goes, "long separation will eventually lead to reunion, and long reunion will eventually lead to separation." What will happen to the millions of employees of China Telecom and China Unicom? It is a guess that industry restructuring and splitting will be inevitable soon.

As a member of China Unicom, from a personal perspective, only by giving up innovation, not making any fuss, adopting a market-following strategy, and rebuilding employees' confidence can one have a place. But unfortunately, one's words are not influential, and although one wants to kill the enemy, one is powerless to change the situation. One can only watch the flowers bloom and fall, and the clouds roll and unfold.

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.