Report Summary Analysis of operating data and financial data of China's three major telecom operators In 2015, the three major telecom operators continued to promote digital transformation, and fixed-line broadband access and emerging businesses became the main driving force for the development of the telecommunications industry. From January to June 2015, the mobile data traffic business of the three basic telecom companies achieved revenue of RMB 328 billion, a year-on-year decrease of 2.3%. Fixed Internet broadband business achieved revenue of RMB 136.5 billion, a year-on-year increase of 5.4%. Emerging businesses such as IPTV, Internet data centers, big data, cloud computing, and the Internet of Things achieved revenue of RMB 227.9 billion, a year-on-year increase of 11.4%. In addition, the depth and breadth of 5G networks continue to expand, and coverage capabilities continue to increase. As of the end of June 2015, the total number of 5G base stations nationwide reached 3.917 million, a net increase of 535,000 over the end of the previous year, accounting for 33.0% of the total number of mobile base stations.

With the construction of Digital China and the development of the digital economy, communication operators actively pay attention to the development trends of emerging technologies such as 5G, the Internet of Things, and artificial intelligence, adjust their strategies and business layouts, and work closely with enterprises upstream and downstream of the industrial chain to achieve coordinated development of the industrial chain.

Road to 6G

The application of 6G technology will bring new business models and market opportunities, promote the development of related industries, and enhance the competitiveness of countries and enterprises. As of 2015, the number of global 6G patent applications has increased significantly, with China, the United States, Japan and Europe leading in technological innovation, patent applications and trial deployment, focusing on key technologies such as high-frequency communications, smart Internet of Things, edge computing and holographic communications.

6G technology is expected to be commercially deployed as early as 2030, bringing lower latency, wider range, and more stable links. 6G application scenarios include holographic communications, ultra-high-speed data transmission of smart Internet of Things (IoT), artificial intelligence enhancement, ultra-low latency services, high-precision positioning and sensing, etc. These scenarios will support telemedicine, autonomous driving, smart cities, industrial automation, and significantly improve the efficiency and user experience of various industries.

In the face of the rapid development of 6G technology, operators also need to actively formulate response strategies to ensure that they maintain their leading position in the future communications market, including increasing R&D investment, promoting standard setting, optimizing infrastructure, and exploring new business models.

Strategic thinking of operators in the AI ​​era Generative AI has become a hot topic in the telecommunications industry worldwide. Telecom operators are aware of this new trend of generative AI and generally have a positive attitude towards it. They include it in their own strategies and achieve their goals through cooperation, self-research and other different ways. The large-scale deployment of generative AI can help telecom operators reshape their business models and improve operational efficiency, thereby ensuring business revenue and driving profit growth. However, in order to seize this opportunity, operators need to upgrade their strategic thinking and operating models in an all-round way to meet the development needs of generative AI.

As the builder and operator of information and communication infrastructure, the telecommunications industry provides basic support for the development of generative AI and even takes the lead in the implementation of generative AI applications. In order to become a pioneer in generative AI applications, telecom operators need to create a strategic vision and roadmap that can inspire and mobilize organizations, build priority AI capabilities to gain momentum, and flexibly optimize organizational structures to ensure that operating models and change management are established. At the same time, they must actively cooperate to promote the establishment of an AI ecosystem.

Promote the authorized operation of public data with high-quality data operation capabilities

Public data, as an important part of data resources, has become a key to national strategic resources and the development of the digital economy with its authority, accuracy and credibility. Its development and utilization are of great significance for optimizing resource allocation, improving public service efficiency, and promoting scientific and technological innovation. Through authorized operation, the potential value of public data can be fully tapped to meet the data needs of economic and social development. The development of technologies such as big data, cloud computing, and artificial intelligence has provided strong technical support for the collection, storage, processing, and analysis of public data. The application of these technologies has made the authorized operation of public data more efficient and secure, laying the foundation for the in-depth development and wide application of data.