More than 1,000 yuan of broadband annual cost, but can not see 4 trillion movies? When it comes to broadband, many people will naturally think of the current high prices, the network speed is stagnant, the network quality is worrying reality. Recently, it has been reported that after the virtual operators opened the gates, the relevant departments are promoting the entry of private capital into the field of broadband access. The pilot program is expected to be introduced during the year and attracts a lot of interest in the field of telecommunications.

Before the entry of private capital, China Mobile, which obtained the fixed-line business license, is rapidly competing for the broadband business market share with a low-price strategy. Industry insiders predict that with the continuous penetration of China Mobile's low-cost broadband, the competition in the broadband access market will become increasingly fierce in the future. The broadband business of China Telecom and China Unicom is bound to bear huge cost pressure. This situation may prompt China Telecom and China Unicom to open up some broadband services to private capital, creating opportunities for the private capital to accelerate into the telecommunications field.

Civilian broadband is expected

Officially operational next year

In June 2012, the “Implementation Opinions on Encouraging and Guiding Private Capital to Enter the Telecommunications Industry” determined that private capital entered the eight major areas of the telecom industry, and the mobile resale pilot was in full swing. With the flow of unclear, two-hour service circle and other new play methods. The emergence of private enterprises that are responsible for activating the communication market is expected to become a fuel for the new round of telecommunications reform. As another important sign of private capital entering the basic business of telecommunications, the release of the access network is also accelerating. The Ministry of Industry and Information Technology recently stated that in 2014, the Ministry of Industry and Information Technology will continue to promote the reform and opening up of the telecommunications industry. In addition to organizing and implementing the pilot work of reselling mobile communications (commonly known as virtual operator business), the Ministry of Industry will also plan to improve the access network business. Program.

Most people in the industry said that the private investment in the telecommunications industry has progressed smoothly. This year, the Ministry of Industry and Information Technology will study and improve the access network pilot program, predicting that the final plan is expected to be introduced within the year, and the Ministry of Industry and Information Technology may formally accept business applications in the second half of this year. At the end of this year, private-owned enterprises will be docked with the three major operators and will be officially operational in the second quarter of 2015.

How do traditional operators look?

- Significantly reduce financial pressures and earn income through rental backbone networks

In many industries, there will be a “glass door” phenomenon in the entry of private capital, and will it face the same dilemma in the field of broadband access?

“Many people believe that traditional operators do not welcome private capital to enter the broadband field. In fact, this is a preconceived speculation. From the current situation, the network investment of the three major operators has accounted for about 30% of the revenue, and internationally. This ratio is about 10% to 20%. That is to say, the traditional domestic operators are now carrying heavy financial pressure, and it is not realistic to continue to increase investment by their own strength. Why is private capital coming in? Guangdong Telecom related people said in an interview with the Information Times reporter.

Regarding this issue, Yang Jie, general manager of China Telecom, also said in an interview with the media that the three major operators are currently shouldering the task of building a "broadband China" strategy and face enormous financial pressure. Once the access network business is opened to the private capital, the three major operators can no longer be responsible for the “last mile” of broadband Internet access, which not only greatly reduces the financial pressure, but also obtains a certain income by renting the backbone network.

The industry generally believes that once private capital is allowed to engage in broadband access services, private capital enterprises and the three major operators will have different divisions of labor driven by market competition. Driven by market competition, private capital and the three major operators will achieve a win-win situation.

What are the obstacles to the entry of private capital?

- Redevelopment and utilization space is limited, it is difficult for users to truly choose freely

Although it is a process that everyone is looking forward to, there are also opinions that compared with the widespread concern of virtual operators, broadband services are less attractive to private capital.

On the one hand, due to the rich and diverse mobile Internet, the virtual operators of private capital can intervene to develop new business models that combine their own products and enhance the competitiveness of their products. In this field, virtual capital operators are more likely to form. Competitive differentiation.

On the other hand, the current policy does not allow private-equity operators to build their own backbone networks. It is difficult to operate broadband operations with traditional operators. In addition, local residential communities will also be affected by developers and properties in accessing broadband. Blocking monopoly has determined that the road to private capital access to broadband access will not be flat.

For old houses, neither Telecom Unicom nor other secondary broadband service providers have effectively solved the problem of “entry into the home”. The main obstacles come from the high threshold for property developers to enter the establishment of operators, or An exclusive agreement between a property developer and an operator. It is understood that at the end of 2012, the Ministry of Industry and Information Technology issued two mandatory national standards for fiber-to-the-home, which clarified that the engineering design of fiber-to-the-home communication facilities in residential areas and residential buildings must meet the equal access of many telecom operators, and users can freely choose telecommunication services. Operator's request. According to this standard, communication facilities such as underground communication pipes, wiring pipe networks, telecommunications rooms, and equipment rooms in new residential areas and residential buildings must be constructed and synchronized with residential areas and residential buildings, which means communication facilities such as pipelines. Have a clear attribution. According to industry insiders, in fact, the owner has already paid the developer the cost when purchasing the house. Therefore, the owner owns this part of the property rights. In the newly built community, there is no problem of self-built or leased network. This standard was implemented on April 1, 2013.

Can private-equity broadband operators bring us benefits?

- Will bring more high quality and low price broadband services to users

Unlike the mobile resale business, it is not the same as the first icebreaking. In the broadband access market, there have been many private enterprises, such as Dr. Peng (600804, stocks), Founder Broadband and other well-known enterprises, there are many famous places everywhere. Small broadband business. Generally speaking, in addition to the “national team” basic broadband service providers such as China Unicom and China Telecom, the private broadband operators engaged in broadband access, resale and value-added services are called second- and third-level operators.

An unnamed brokerage telecom industry analyst told the Information Times reporter that open broadband access to private capital is more beneficial to consumers than consumers, because once the access network business is open to private capital, private capital will be allowed to engage in broadband. Access to the business, which will spawn a new batch of broadband operators, driven by market competition, not only promote the development of the entire telecommunications industry, but also bring more high-quality and low-cost broadband services to users. "This means from the virtual operation of commercial enterprises, it can be seen that the introduction of low-cost tariffs has become the eye of the current virtual operators to test the water business period. No exceptions to send calls, send mobile phones, send traffic, these are virtual operators. The inevitable means of the initial stage. Moreover, the cost of establishing a broadband operator by private capital is not high. Most of them use bandwidth resources leased from the basic operators, commonly known as wholesale price. When the era interoperates to install broadband for users, just pull a network from the neighborhood. It will be laid, that is, it is the same as the previous China Unicom and Telecom broadband, and then it will gradually grow bigger."

Soon after, more broadband operators will enter our field of vision. Who do you choose?