China Telecom released its earnings in the first half of the 2018 report on August 20, and the three operators reported the first half of 2018.
In the competition, the policy of the double drive, continued to increase the speed reduction fee also handed over the first half of the answer. Comprehensive three operators reported earnings, the first half of 2018, three operators total use of mobile phone traffic total 27.158 billion GB, the growth of 212%, the three major operators of traffic revenue total 305.762 billion yuan, the year-on-year increase of 12.88%. In this calculation, the national average flow rate of 11.26 yuan/GB, this price compared to the first half of 2017 31.17 Yuan/GB down 74%, compared to the end of 2017 21.68 Yuan/GB Lower 48.16%.
If the ' flow rate ' is continued as a statistical caliber, the 2018 government work report mentioned in the ' mobile network traffic rate reduced at least 30% ' has been ahead of schedule, exceeded. In the first half of 2014, the national average flow rate of up to 151.87 Yuan/gb, then in the State Council, the Ministry of Press continued to promote the speed down fee, now the flow price has been less than 2014 years of 10%, the flow rate in the past 4 years in the annual price reduction of 47.8%.
However, it is worth mentioning that, 2015, 2017 two time period, the domestic 4G competition situation has changed greatly, and these two time periods, there has been a significant price drop.
The average annual rate of domestic traffic falls by 47.8%. 2014, China Telecom, Unicom has not been FDD LTE license, the Chinese mobile by virtue of licensing advantage to obtain a time window of more than a year. As a result of the lack of market competition, China Mobile's average flow rate is higher than telecommunications, Unicom.
2014 in the first half of the year, China Mobile's average flow rate of 168 yuan/GB, 136 yuan/GB, and the same period, the vast majority of users stay in the 2G, 3G network of telecommunications, Unicom, the average flow rate has been maintained between 120-130 Yuan/GB. February 2015, Telecom, Unicom was issued FDD 4G license, began to catch up with 4G. At this time, in the face of the upcoming competition, China Mobile in advance began to adjust the national 4G tariff, 4G package prices, the first half of the 2015-year average flow rate of 2014 lower 31%, and the second half continued to maintain a 27% quarter-on-quarter decline. 2015 year, China Mobile's average flow rate has dropped to 68.5 Yuan/GB, the same period, just 4G start, can not spread thin flow cost of telecommunications, unicom, the average flow rate of 85 yuan/GB.
In the first half of 2015, China Mobile was the lowest-rate operator in 2016. However, the form was rapidly reversed thereafter. 2016, telecom, Unicom in the network, after the end of maturity, began to start in many provinces low-cost packages, large flow packages, with mobile to seize the new market. For the first time in 2016, China Unicom's rate of flow was lower than China Mobile.
The average price of China Unicom has been less than 50% for the year 2017. At the end of 2017 to 2018, telecommunications, Unicom began to push the national unlimited package, in the package fee unchanged, the rapid increase in the flow of consumption significantly lower the rate of flow. In the first half of 2018, China Unicom users Dou (average monthly use of traffic) reached 5.1GB, the quarter of 2017 growth of 110%, China Telecom users Dou from 2GB to 4.6GB, growth of 130%, China Mobile from 1.4GB to 2.6GB, growth of 86%.
In the first half of 2018, telecom, Mobile, unicom flow rate of 9.88 yuan/gb, 15.4 yuan/GB, 6.1 yuan/GB, unicom users can spend the least money, with the most traffic, while mobile user spending is higher than the other two operators, but the per capita flow is only another two operators half.
China Unicom's unit rate has fallen to 6 yuan/gb, about 40% of China's mobile. At present, although Telecom, Unicom 4G total users still far below China Mobile, but with very low flow prices, both in the new market of 4G users have been flat with China Mobile. 2018 1-February, telecom, Mobile, Unicom respectively add 4G users 11.29 million households, 12.32 million households, 12.26 million households, basically flat.
The entire 2018 first half, telecom, Mobile, Unicom respectively add 4G users 35 million, 28.23 million, 27.32 million, Telecom, Unicom has slightly surpassed China Mobile. It is worth mentioning that the price war will be a great probability of continued, the flow rate will continue to decline. China Telecom in the earnings statistics, the current 1.2 million base stations in China Telecom, carrying 220 million 4G users, although the user Dou has been up to 4.6GB, but the base station utilization rate is currently only 36%.
If you consider the subsequent base station expansion, in accordance with the operator's optimal ' utilization no more than 70% ' network planning, the current China Telecom's 4G network is enough to support the user Dou upgrade close to one, close to 9GB, which also means that the flow rate of about 50% of the price reduction space. However, this does not mean that the carrier's flow revenue will fall.
In the first half of 2018, telecom, Mobile, Unicom, the flow of income growth of 26.5%, 15.3%, 23.8%, consumer demand for traffic is strong, in the case of price decline can still drive the flow of income growth. It needs to be pointed out that the main battlefield of low-cost traffic is mainly limited to new markets because of the transfer of numbers, new and old users and other policy guarantees not implemented nationwide.