Wednesday, May 4, 2011

Wang also in Davos last summer

Aspire blueprint
established since 2000, Aspire series has been an important move is a wholly owned subsidiary. Aspire Department operates several company for future growth potential of China Mobile, the most value-added business - mobile application store, mobile newspapers, Monternet, text books WeFound room and flying letters, phone maps, mobile phones to read more. 2010 annual report, last year to move from value-added services revenue of 151.435 billion yuan, 31.2% of total revenue. Wang also in Davos last summer, said the focus of things mobile and mobile Internet, mobile phone application store will be bigger and to move the most important work.
the hundreds of billions of mobile hosts in the business of the original with the Aspire to move some of the most profitable assets, such as Monternet. Aspire previous plan, including
from a business point of view, Aspire Aspire Holdings's digital, information technology, Aspire several subsidiaries of China Mobile in the field of telecommunication services and mobile Internet technology development and operations support unit, China Mobile high hopes for the future of mobile applications technology operations mall mainstay Monternet brand and business support system of the main portal, mobile value-added services in charge of management and control systems.
It is reported that Aspire have tried to create a unified identity authentication system of Internet users, Internet users to access the Internet communities up in the formation of an Internet ID, and through China Mobile's No log on using a variety of businesses. In addition, China Mobile also through front and back of two parts toll revenue.
China Mobile had planned, in the mobile Internet era, the main driving charges after the business, including advertising and marketing consulting precise, is the main source of income mobility plan for the future; before the charge pattern of value-added services including the Internet, mobile value-added services, virtual goods sales and the Internet community VIP user fees.
But it seems that these also did not achieve the desired results. China Mobile now, though still strong, but in the mobile Internet has become the industry chain is no longer so dominant.
A source close to China Mobile's Internet company said, in fact, select the cancellation of a subsidiary which is not important, and perhaps write-off is not a subsidiary of poor efficiency is the key to the distribution of benefits by way of re- .
a partner of China Mobile said the biggest change is the adjustment to move the Department of Business Recovery Aspire permission, this scale carries hundreds of billions in revenue the company move towards pure service provider is , after moving between China and settled in accordance with the business, and those of greatest impact on future earnings to move the business to close at all on China Mobile's
giant setback
Aspire one does business with the company managers said the move shopping malls and mobile applications Monternet larger decline in performance, particularly Aspire operations into value-added business model is threatened.
2011 Sohu in the first quarter total revenue growth of 35% to $ 174,400,000 in the case, the wireless business is shrinking. The filing shows, wireless revenue was only $ 11,700,000, compared with the same period in 2010 declined 12% sequentially and down 19%. Sohu side said wireless revenue decline was mainly due to the company in March 2011 suspended the marketing of products.
Sina versa. Sina disclosed under the fourth quarter of 2010 revenue, mobile value-added service revenues $ 21,000,000, while in 2009 compared to $ 28,600,000, a decrease of more significant. Sina explanation is that, mobile value-added services revenue fell mainly due to China Mobile in late 2009 and early 2010 introduced a series of new policies.
as a veteran SP, Sina, Sohu, the contraction is just the tip of the iceberg. Ringtones traditional value-added services through a variety of ways that people can now find free resources, new channels of streaming serious. In addition, China Mobile's own SMS business income also declined from 2009 to 53.557 billion yuan the year fell to 52.515 billion yuan in 2010, mainly due to more people choose to use QQ and flying letters and other communications applications .
According to China Mobile's annual report in 2010, operating income of 485.2 billion yuan, an increase of 7.3%. In addition to the normal growth of voice services, its strongest growth came from the mobile Internet, from 20.435 billion yuan in 2009 up to 2010's 30.53 billion yuan, an increase of 49.4%.
With the increase in value-added revenue, the profit of 119.6 billion yuan move in 2010, an increase of 3.9%. In total income to move from value-added service brings revenue increased from 29.1% in 2009 to 31.2%.
and move to a more alert caused by the background, even though China Mobile last year, 61.37 million net users, the user size of 584 million, but the average revenue per user (ARPU) was 73 yuan, relative to 2009 77 yuan, while still on the decline.
China Mobile urgent need to value-added services, data services, voice services as a supplement seems to be increasingly evident. As the carrier of these value-added services - phone, has become a greater impact on the factors that move.
TD channels to seek change
if the move is to develop value-added services based on 4G in the TD, then the TD mobile phone users must have a certain amount - in fact, currently the main users of China Mobile are 2G, 2.75G users.
D. Phone vice president of operations Feng Qi, general manager of North China in Beijing is preparing to open 50 stores. These stores will be full and China Mobile to provide services. In fact, China Mobile since last year has been gradually adjust their channel strategy, in building the business to increase cooperation with the Office of the Office to reduce the self. And D. Messenger services for buyers, including pre-installed on the mobile phone service software.
Feng Qi said, according to the 2010 Beijing Mobile to customize mobile phones in the form of stores were sold through the core channels, phone 396000, Beijing TD mobile phone sales accounted for 86% of total sales of ICT Di 26.76%, MBT Staka followed by 19.43% in the complex for the telecommunications, through the promotion of China Mobile, the less their own channels - more inclined to move channels to push the TD rather than its own sales offices.
The most obvious change is that China Mobile partners with the channel way. In the first half of 2010, China Mobile set up by themselves pay more attention to the also have to go to their
but from the second half of 2010, China Mobile began to enlarge, For example, postal savings in the cooperative movement and the Office, you can change the course and more operators for a number of other businesses.
this trend is likely to continue. One insider said that the current cost of building physical stores is too high, the rent every year in the price. Now if you want to build a 150 square-meter store, the average rental costs only need to at least 80 million. Coupled with the decoration and other aspects of labor and property costs, the cost of no less than 100 million single store.
through channels to changes in the TD also encountered strong Apple MBT Nama and Andrew split.
who participated in the procurement of China Telecom thousand Yuan bidding multinational mobile phone vendors insiders said, as the mobile phone manufacturers in South Korea's experience is customized by the operator, the user is the main choice of service operators, mobile phone manufacturers in the market does not play a leading role. But now in China, it seems not only to choose the cell phone user, but also to choose their favorite applications, such as built-in mobile phone QQ, Sina microblogging and so on. Especially the emergence of Apple's iPhone, allowing users to go only directed at the phone itself.
the emergence of Apple's iPhone by custom, originally thought that the 3G era rules of the game is like heaven and earth becomes inverted. China Unicom and China Mobile to compete for i-Phone Users brains. A source close to the movement say, 3G mobile terminals is largely to promote the Competition Package, China Mobile in the 3G on the more obvious disadvantages, efforts to move the package is not enough, TD terminals difficult to push. Unicom is a good get a license to promote more smoothly.
a traditional Internet product manager also said that 3G is only present in the conservative movement tactics, the major 3G applications are not up and move is to treasure all betting on the 4G. The user to select the starting pointMBT Wave of the phone operator's network is no longer, but the mobile phone operating system, the mobile operators in a closed recycling channel model encountered in all aspects of the new rivals.
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