Information consumption into economic transformation, 4G construction materials are expected to exceed expectations

On March 5, Premier Li Keqiang made a government work report at the Second Session of the 12th National People's Congress. He clearly stated that this year it is necessary to enhance the main engine of domestic demand to stimulate the economy, and regard consumption as the main focus of expanding domestic demand and play a role in the economy. The "basic role" in the middle.

For the most potential information consumption field, the report proposes to accelerate the development of 4G mobile communications, significantly increase the Internet speed, and start information consumption. The above statement indicates that the progress of the 4G network construction of the three major operators that have already started is likely to exceed expectations this year, and the related industries that have been driven by this will gain development opportunities.

According to previously published data, as of the end of December 2013, China's 4M broadband access users accounted for 78.8%, 3G network has covered all towns and cities nationwide. As a result, the overall size of information consumption in 2013 reached 2.2 trillion yuan, a year-on-year increase of 28%.

Among them, the consumption scale of information products reached 1.2 trillion yuan, a year-on-year increase of 35%, and smart terminals became a hot spot for information products consumption. The consumption of information services (mobile data and Internet services, etc.) exceeded 1 trillion yuan, a year-on-year increase of 20%. The growth model of “from information road to terminal consumption to content consumption” was launched.

At this time, China's accelerated 4G network construction is obviously to further start and enhance the market and technology level of information consumption. In the 4G era, wired and wireless bandwidth will be 10 times higher than the 3G era, which will lay a solid foundation for the rapid development of information consumption in China.

Experts predict that the 4G network that receives policy support will be built and popularized much faster than 3G. It is estimated that China Mobile's 4G base station construction in 2014 will exceed 300,000 stations, with an investment of 60 billion yuan. China Telecom's LTE investment this year will be around 40 billion yuan. China Unicom's wireless side will also invest nearly 10 billion yuan to build 4G.

As of March 2014, the three major operators have all announced the process of launching 4G commercial operations. Zhejiang Mobile, the fastest process, has developed nearly 2 million 4G users. China Telecom and China Unicom have also announced the agenda for commercial operations. This will promote the growth of the 4G investment scale of the three major operators, and further promote the development of related enterprises.

Metano has the integrated service capabilities of base station tower construction, base station operation and maintenance, network optimization, and network engineering. In the construction of 4G base stations of the three major operators, they have been involved in the construction of the 4G base station.

FiberHome Communications is an important player in the broadband industry, maintaining its leading position in the frontier of network communication equipment. In the 2013 China Telecom 100G WDM/OTN national trunk collection results announced in January, FiberHome Communications has gained more than 30% of the market share in this collection and will continue to benefit from the construction of 4G and “Broadband China”.

Fuchun Communication has been working closely with China Mobile Design Institute and has enriched the company's customer channels and resources through the acquisition of South China Communications. The company's 2013 performance decline was mainly due to the delay in revenue recognition for LTE projects and the company's accelerated investment in LTE network construction, resulting in higher costs. With the gradual completion of project settlement, the company's future operating results are more flexible.

Miao Wei, Minister of the Ministry of Industry and Information Technology: Reducing 4G tariffs ultimately depends on competition

On the 5th, the Minister of Industry and Information Technology, Miao Wei, said in response to a reporter's question that it is a fact that the 4G service tariff is too high, and ultimately it is necessary to rely on competition to lower the tariff.

China Telecom's 4G business debut package charges are equivalent to mobile

On February 13, China Telecom officially announced the 4G data card business package. From the 14th, China Telecom's 4G service will begin to accept the user experience. Judging from the 4G network card package announced by China Telecom, its tariff is basically the same as that of China Mobile's Internet card package.

China Mobile will launch a batch of 4G mobile phone chips manufacturers

According to China Mobile, China Mobile will promote more than 50 types of 4G mobile phones in the first half of 2014. In 2014, more than 100 4G mobile phones will be sold in the market, and “three-mode five-frequency” terminals will be purchased in batches. The industry believes that this procurement plan will benefit domestic chip giants.

At present, China's economy is in the initial stage of transition to consumption. The domestic 4G network scale construction has just begun, and the future 4G-led electronic consumption upgrade will become the engine that drives economic demand.

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