China Mobile is sitting on the 8G 4G subscriber Unicom Telecom

China Mobile is riding a dust, Unicom Telecom is far behind, this may be the most vivid description of the development of the four operators 4G users.

According to the latest data released by the Ministry of Industry and Information Technology, as of the end of 2015, the total number of 4G users nationwide reached 386 million, of which China Mobile's 4G subscribers reached 312 million, which means that more than 80% of the 4G users in China use China Mobile's network services.

Since the 4G licensing on December 4, 2013, China Mobile's 4G subscribers have exceeded the industry's expectations: more than 50 million in October 2014; 100 million in January 2015, 200 million in July, and breakthrough in December 300 million households. In 2015 alone, China Mobile added more than 200 million 4G users.

In contrast, China Telecom's 4G subscribers reached 91 million at the end of 2015, while China Unicom's 3G and 4G subscribers totaled 184 million.

In the face of China Mobile 4G, which has become a dominant force, China Unicom decided to join forces. In addition to sharing 4G base stations, it also pushed the six-mode terminal, namely Netcom. The two sides will carry out strategic cooperation in five aspects: network building and sharing, and improving the quality of network interconnection.


However, even if China Unicom and China Telecom share 4G base stations, the total number of base stations is still better than China Mobile.

According to Shang Bing, chairman of China Mobile, China Mobile's 4G base station will exceed 1.4 million in 2016, covering 97% of the country's population, selling more than 330 million 4G terminals and more than 500 million 4G users.

In the face of such a strong China Mobile, China Unicom has a chance?

In an exchange with the Securities Daily reporter, Fu Liang, an independent telecommunications analyst, said that opportunities are there, but it is difficult.

Ma Jun, chief analyst of China Ventures TMT, also believes that the opportunity is slim. In an interview with a reporter from Securities Daily, he said that in principle, from the perspective of competition, when one operator accounts for 80% of the users, the other two operators want to continue to grow bigger, it is tantamount to eating. .

"If China Mobile is worried about anti-monopoly, they may consciously reduce the development of incremental users. Of course, we have not seen China Mobile have such an idea. Then Telecom China Unicom will unite to provide better tariffs, terminals and applications. The experience of developing word of mouth marketing." Ma Jun believes.