Operational data has its own merits
According to the unwritten "old rules", China Unicom first announced the operation data for May. In the same month, China Unicom net added 57,000 mobile users, a total of 342.29 billion. Among them, 4G users increased by 2.856 million in the month, reaching a total of 235.908 million. In terms of fixed-line business, China Unicom's fixed-line broadband subscribers increased by 429,000 in the month, reaching a total of 83.167 million. The number of local telephone subscribers decreased by 179,000 in the month, reaching a total of 54.466 million.
China Mobile subsequently announced its May operating data. In the same month, China Mobile net increased the number of mobile users by 523,000, and the total number of users reached 932.077 million. Among them, 4G users increased by 4.99 million in the month, reaching a total of 7.2759 billion. In terms of cable broadband, China Mobile's cable subscribers increased by 3.955 million units in the month, bringing the total to 172.772 billion.
China Telecom announced the operation data for May at the latest. China Telecom added 2.9 million mobile users in the month, reaching a total of 321146 million. The net increase of 4G users was 3.35 million, and the cumulative number of users reached 263.52 million. In terms of fixed-line services, in May 2019, China Telecom's local fixed-line subscribers decreased by 560,000, with a total of 114.08 million. The number of cable broadband subscribers increased by 830,000, with a total of 149.32 million. As of the end of May 2019, the total number of cable broadband subscribers of China Telecom and its parent company totaled 176 million.
Three major operators compete fiercely
In terms of the growth of the three major users, China Mobile's total volume is undoubtedly the number one in the industry. In May, it maintained its leading position in the net increase of 4G users and the net increase of broadband users. It is worth mentioning that the growth of 4G users is In April, China Mobile’s data was a negative growth of 720,000. In just one month, the net increase reached nearly 5 million. This shows that China Mobile’s operational capabilities are extraordinary. Since surpassing China Telecom last year, China Mobile’s net increase has become the norm in terms of broadband users. From the operational data of January-May, China Mobile has never “fallen” in this field.
In addition, in terms of the growth of mobile users, China Telecom has also demonstrated its own strength. The net increase in May reached 2.9 million. It is not surprising to look at a single data. However, compared with friends, the rapid progress of China Telecom is worth encouraging. With the total number of mobile phone users already surpassing the total population size, China Telecom's mobile users have been growing and continue to narrow the gap with China Unicom's mobile users.
From the perspective of operational data in recent years, the competition among operators has reached a feverish situation. In the middle of 2018, China Telecom's 4G subscribers surpassed China Unicom and ranked second in the industry. In September 2018, China Mobile's broadband subscribers surpassed China Telecom to become the industry's number one. Today, China Telecom's mobile users are surpassing China Unicom. According to the current development trend, the fastest China Telecom's mobile phone users will surpass China Unicom in the third quarter. As a result, China Telecom will be successfully upgraded, and China Unicom will become a third.
The Internet card, once represented by Tencent Wangka, has sprung up and made China Unicom exaggerate for a while. Not only has it harvested a lot of young users, but it has also led the unrestricted package competition since then. China Unicom's package users represented by Tencent Wangka alone exceed 100 million, accounting for more than one-third. After that, various Internet companies and operators jointly launched products that have sprung up, and they have been rampant in the short term. At this point, China Unicom's initial competitive advantage in relying on Tencent Wangka competing products is no longer, and the days of surpassing the other two in terms of the growth of 4G users are gone forever.
The reason is nothing more than network quality problems. For operators, the only advantage that can win users' favor is wide coverage and high quality network quality. Among the three major operators, China Mobile has the largest number of 4G base stations (as of the end of 2018, 4G base stations 2.41 million), followed by China Telecom (as of the end of 2018, 4G base stations have a total of 1.38 million), China Unicom has the least (as of 2018) At the end of the year, 4G base stations are 990,000). Users also choose to vote with their feet, and the 4G base station covers the widest range of China Mobile has become the top choice. Therefore, in order to obtain users, improve the depth of 4G network coverage, continuously eliminate coverage blind spots, and continue to improve the quality and coverage of mobile network services is a good strategy.
In the wide market at home, China Unicom and China Telecom have also lost their tracks. High pre-coverage and high quality have become the main weapon in the competition of the fixed-line broadband market. China Mobile has been able to cross the border in the fixed broadband sector, and has continuously surpassed China Unicom and China Telecom, which are the oldest in the short term, and has become the leader in this field. In addition to the price impact, high pre-coverage and high quality are also important factors.