The Number Of 5G Package Users Is Approaching 500 million, And The Penetration Rate Exceeds 30%

The three major operators have successively released operating data for June. On the whole, all operating indicators have increased to a certain extent. Among them, China Mobile's monthly growth in mobile subscribers exceeded China Telecom for the first time this year, with an increase of 2.722 million.

Yesterday, the three major operators released their June operation reports. So far, the three operators' operations in the first half of the year have been announced.

Three Reports: 40 Million 5G Users Surged In June

Yesterday, the three major operators successively released operating data for June. On the whole, all operating indicators have increased to a certain extent. Among them, China Mobile's monthly growth in mobile subscribers exceeded China Telecom for the first time this year, with an increase of 2.722 million. Compared with previous months, China Telecom's number of mobile subscribers in June has fallen. Coincidentally, in June, China Telecom also performed mediocre in terms of 5G user package user indicators. Not only was it lower than the data in May, it was also "crushed" by China Unicom for the first time.

Specifically, China Mobile’s operating data for June 2021 shows that in that month, China Mobile’s mobile customers netted a net increase of 2.722 million, and the total number of users reached 945506 million. That month, the number of China Mobile's 5G package customers increased by 28.745 million, reaching a total of 250,695 million. The number of 4G customers of China Mobile increased by 4.419 million, reaching a total of 798848 million. That month, the number of China Mobile's wired broadband customers increased by 2.602 million, reaching a total of 225.99 million.

On the same day, China Telecom announced its June 2021 operating data. In the same month, China Telecom's mobile subscribers increased by 1.82 million, and the total number of mobile subscribers was 36249 million. In the month, the number of 5G package users increased by 6.66 million, and the total number of 5G package users was 131.15 million. In terms of wired broadband business, in that month, China Telecom's wired broadband users increased by 1.06 million, and the cumulative number of wired broadband users was 164.21 million. In terms of fixed-line telephone services, China Telecom’s fixed-line telephone users decreased by 20,000 in the month, and the cumulative number of fixed-line telephone users was 107.14 million.

 China Unicom also officially announced its June operating data. According to the data, in terms of mobile business, China Unicom's mobile outgoing users increased by 729,000 in June, reaching 310 million in total. Among them, 5G package users increased by 7.236 million in June, reaching a total of 11.33 million. In terms of fixed-line business, China Unicom’s fixed-line broadband subscribers increased by 632,000 in June to a total of 90.123 million; local telephone subscribers decreased by 34,000 this month, to a cumulative total of 47.188 million.

The Mid-Term Exam Ends Perfectly In The Second Half Of The Year

"Anhui Province plans to build 25,000 5G base stations in 2021", "Fujian Province expects to invest 4.5 billion yuan in 5G projects this year to build 30,000 new 5G base stations", "Jiangxi Province: plans to open 21,000 new 5G base stations this year and strive to achieve "county" County through 5G"... If you often browse the C114 website, you will see a lot of similar news-operators in the first half of the year are vigorously promoting the construction of 5G base stations. This is also important for the rapid growth of operators' 5G package users in the first half of the year. factor.

 The 5G base station is the foundation and the prerequisite for the opening of the 5G network. At present, we have built the world's largest 5G independent networking network, opened a total of 961,000 5G base stations, and promoted the construction of more than 400,000 shared base stations. It is reported that on September 9, 2019, China Telecom and China Unicom signed a 5G joint construction and sharing cooperation agreement to jointly build a 5G access network across the country, carry out 5G full life cycle joint construction and sharing, and realize a physical Net, two logical nets.

After more than a year of joint efforts, remarkable results have been achieved and considerable benefits have been achieved. As of the end of April, the two parties have opened a total of 400,000 5G shared base stations, and the growth of both parties' operating income is higher than the industry average, forming a new situation of mutual benefit, win-win and scientific development. It is understood that according to the current estimates of the scale of base stations that have been built, the two parties will save about 80 billion yuan in investment and nearly 8 billion yuan in electricity, tower rent, and operation and maintenance costs each year.

This is also inseparable from the assistance of companies in the 5G industry chain other than operators. It is reported that the proportion of 5G standard essential patents declared by Chinese enterprises continues to lead the world, and the market share of 5G equipment of Huawei and ZTE exceeds 50%. As we all know, mobile phones are the bridge between users and the Internet. From January to June this year, domestic 5G mobile phone shipments reached 128 million units, accounting for 73.4%.

Of course, blindly pursuing quantitative growth is not the ultimate goal. In the process of developing users, operators are also thinking about its value and significance. Huang Yuhong, deputy dean of China Mobile Research Institute, said in an exclusive interview with C114 a few days ago that 5G business model innovation is difficult. The traditional communication service charge dimension is relatively simple, but for the digital and intelligent applications brought about by 5G, the solutions are more complicated, the equipment cost needs to be further reduced, and the new business model is still being adapted and explored.

In the first half of the year, the Ministry of Industry and Information Technology drafted and compiled the "5G Application "Sailing" Action Plan (2021-2023)" and officially issued it in July (hereinafter referred to as the "Plan"). The "Plan" pointed out that by 2023, to achieve a 5G user penetration rate of 40%, that is to say, there will be 560 million "5G network customers", and an average of more than 140 million 5G network customers will need to be increased each year for three years. This puts a certain amount of pressure on operators. It also requires that every 10,000 people have 18 5G base stations by 2023. Based on a population of 1.4 billion, roughly 2.52 million base stations need to be built. Based on the current approximately 960,000 5G base stations, 1.56 million 5G base stations will be added in the next two and a half years.

So far, operators have already won the first half of the journey, but there is still a long way to go.