In January of this year, WeChat quietly tested the function of “WeChat Phone†overseas. Similar to SkypeOut, the WeChatOut function of the internal test requires users to make an international long distance call after recharging, and during the New Year’s Day, the TouchPal phone also Launched a "free international long distance" call service, similar in function to Skype, but the only difference is that users of TouchPal phones can make international calls free of charge without recharging.
The 4G era has been around for so long, and we can easily find that the communications industry is brewing a huge change, from the underlying technological transformation to the change of the upper business model, which will create new and bigger market opportunities. In the tide of change, operators are revolutionaries and innovators.
From voice management to the trend behind traffic management
The holiday season is the time for the SMS business to burst, but this boom is being replaced by WeChat. According to the data of the Ministry of Industry and Information Technology and Tencent: On the New Year's Eve, the number of text messages sent nationwide was 8.3 billion, down 25% year-on-year; while the total amount of WeChat sent and received information was 14.3 billion times, above the text message.
Although the internals of WeChat have been nervous about WeChat, the whole development trend is basically in the judgment and mastery of operators. The transmission and transmission of multimedia content such as SMS, MMS and pictures are from synchronous to asynchronous, and from communication-based. Network to data-based network is an inevitable development trend.
China Mobile launched Fetion, China Telecom and NetEase launched Essence, and China Unicom launched Super Letter, which is to deal with competition and homeopathy from the product level.
According to China Mobile's three curve business plan, the first is SMS voice, which is declining; the second is traffic management, the current focus; the third is data business, the future direction. Behind this is a profound grasp of the development trend.
The voice is on the first curve and is also in a down phase. The mobile phone calls of the three operators continued to grow negatively. The opposite trend is that the TouchPal phone has been up to 10 times since the end of 2014, and the number of daily active users has reached 50 million. Recently, free international long-distance business has been launched, which is more attractive to consumers than the operator's charge of $67 per minute. TouchPal phone is voice, similar to WeChat to SMS, except that the former is 250 million users, which is lower than the latter's 650 million users.
The rise of VoIP applications such as TouchPal phones and WeChat phonebooks is inevitable. They enter in the name of free, which has an impact on the operators' business and, more importantly, provides a transformation direction.
The trend that can be predicted is that with the development of 4G, Wi-Fi, and the rapid evolution of new technologies, future mobile phones will be based on data networks. From a business perspective, voice services will be out of the carrier's fee-based business, and will appear in a free form, while the free form and business model will undergo great changes, resulting in a diversified and diversified business model.
Friends are non-enemy, VoIP is the driving force for innovation
As early as 2007, Professor Kai Kaili of Beijing University of Posts and Telecommunications proposed that the smuggling of VoIP by operators is tantamount to suicide. Overseas operators have incentives and restrictions on the development of VoIP, while in China, they are vigilant and cooperative.
For example, the current fastest-growing TouchPal phone has more than 250 million users, which seems to have a great impact on the voice service of operators. Actually, it has a driving effect on the traffic management of operators. TouchPal has won the special award of China Telecom Mobile Internet Application Innovation Competition.
VoIP brings a lot of innovative thinking to operators. For example, Fetion and Essence also launched a toll-free phone function. TouchPal phones have made them a path in the development path and user habits.
However, the development of the operator's toll-free telephone service is not ideal. Yi signal said that there are more than 100 million users, but the product positioning is vacillating, and the prospects are worrying. Fetion's R&D and operation should be the largest investment, but with the upcoming launch of China Mobile's converged communications, Fetion will be “fusedâ€.
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