Chang Xiaobing, investigation, arouse communication circle another round of ripples, divergent views on its own investigation of the reasons, but more let consumers care, is the legendary "China Telecom and China Unicom merger" is really the soon to come? But the annual work conference in China Unicom yesterday, Wang Xiaochu made it clear that China Telecom and China Unicom merger rumor.
Actually from the beginning of the year, although the official repeated the rumor, but China Telecom and China Unicom merger rumors have been prevalent, mainly is because the supporters and the opposition to his argument.
First a merger, the most direct reason is breaking 4G mobile era a single large, telecom, China Unicom, two of the 4G users add up to inadequate to move as many as a situation. Retrospective history of every telecom reorganization, the fuse is because of the emergence of a monopoly.
In 1996, China Unicom was established in the mission is to break the monopoly "; 1999, China Telecom split out the move, change a single large; three years later, in Telecom again split the Netcom, so far, Chinese operators reached 6, is in the history of the largest number of enterprises a stage.
By the year 2008 the fourth restructuring, telecommunications acquisition of Unicom's CDMA network, Unicom, Netcom acquired, the mobile acquisition of CTT, recombination operators experience from separation to combination of turning. And this time after the split, Unicom took one of the best 3G licenses to catch up, in the 3G era three operators appear relatively balanced state; but, in the 4G era, telecom and Unicom development relative lag, but also makes the move a single large, according to past experience, the recombination operator, indeed to the once again with the times.
At the same time, the biggest challenge comes from the reorganization of personnel integration,Chang Xiaobing surveyed at least ensure unified and consistent line of thought. Wang has served as China Telecom, China Unicom leaders, for two internal personnel familiar with the relative, and on a storm is brewing a new round of anti climax, internal does not appear too much inside bucket disputes and contradictions.
If the merger, the greatest good is to restore the equilibrium in the market and consumer choice diversity, this competition can also allow consumers to enjoy better service. Now single in 4G Mobile, and China Telecom and China Unicom have shouted 4G carrier aggregation of new concept, after the merger of the "China Telecom and China Unicom" will have sufficient financial strength to make better marketing and infrastructure.
Second problem is the conservation of resources. As is known to all, last year three operators of the tower assets with established tower company, but for the three operators station and no similar to share ideas and move to promote the 4G, 4G base station built in the as of April this year reached 86 million. Global accounted for 40.According to the speed of mobile, China Telecom and China Unicom to catch up to more radical base station construction, and in fact, with the two are FDD licence. The station shared without too many technical obstacles, if the merger, at least the huge cost of construction saves half base station.
But the merger will also bring new problems.China Unicom is the encounter points together most of the company, is the beginning of the old Unicom with Ministry of Posts and Telecommunications bucket, then old Unicom fight with China Netcom, stable team is not easy, if combined, China Unicom has more widely divergent cultures, so-called the unity of thinking is more difficult.
From the market point of view, triangle is most stable mechanism, can be seen during the two operators of the 90s of the last century, the development of telecom industry is not rapid, and service quality, innovation is difficult to maintain, and the third restructuring after the six strong situation more confusing, so the number is the most balanced, 3G era is the most balanced development of China's mobile communication business period.
The author believes that although the mobile is a single large, but three operators is profitable, did not imagine so terrible, the weakest Unicom last year, net profit rate of 4.1, despite the overall number of users began to appear loss, but emerging business continues to grow, if forced to merge, but a blow to internal staff morale, resulting in more talent away phenomenon.
KPI index is getting higher and higher, more wages fall more fierce, operators of the brain drain already very embarrassed, the environment, the author thinks that stable internal environment is particularly important.