Internet impacts traditional communication services and it is difficult for operators to dominate

With the rapid development of data services, carriers such as traditional voice, SMS, and MMS have been affected. Does it mean that the Internet may subvert operators? However, there are also communication experts who say that at present, the operator's control over the industrial chain is strengthening rather than shrinking, and there is no need to fear the development of the Internet.

The operator's business is impacted by the Internet. The traditional business model of operators is to build and maintain the basic communications network, provide users with basic services such as voice and SMS, and then collect fees from users. However, this model is experiencing a huge impact in the mobile Internet era. SMS and voice services have been replaced by other services to some extent.

IT Business News Network reporter learned that the latest report released by the market research organization Ovum shows that the global mobile operators' SMS revenue in 2011 fell by US$13.9 billion. He said that Facebook and Twitter are overseas, and domestic Internet companies such as WeChat, Michao, and Weibo have caused a continuous decrease in the volume of text messages sent by mobile phones. In addition, Apple, Samsung, Nokia and other well-known mobile phone manufacturers also have some actions, such as Samsung recently launched high-profile Chat On business, can be used free of charge in the Wi-Fi environment, thereby replacing the SMS feature.

360 Chairman Zhou Hongyi also stated on Weibo that, for example, WeChat will cut short MMS service, and unstoppable Voice over Internet Protocol (Voice over Internet Protocol) will impact voice services, and network accounts such as QQ will replace mobile phones. number.

Nowadays, Wi-Fi allows SIM cards to be virtually useless, and Weibo and QQ accounts can be used for short message calls. New technologies allow faster Internet speeds, but the cost tends to be reduced, and basic data services are consumed by users (Note: For example, SMS and voice calls. ), etc. The proportion decreased, and the proportion of applications (such as WeChat) increased. But at the same forum, Liu Chengmin, senior executive vice president of Tencent, said: Tencent cannot threaten operators' control over the industrial chain, especially mobile terminals.

Operators still strictly control the industry chain in the face of fierce market competition. The three major operators have adopted measures to deal with them. At present, the three major operators have launched their own IM products, such as Fetion, Wing Talk, and Woyou. And so on, joining the battlefield in the instant messaging market to make up for the drop in revenue from SMS services.

Industry experts said that operators do not have to deal with alarmist words. Xiang Ligang, president of Feixiang.com, stated that it is a fact that the operator's voice and SMS are impacted, but the carrier's traffic business will replace it. What operators are always doing is the pipeline, which is the advantage. Many people in the industry believe that from the perspective of the entire industry chain, the status of communications operators is not weakening but is strengthening. For example, as more and more smart phones are sold through carrier customization, this means that operators' control of the entire industry chain is increasing rather than weakening.