The post-Moore era is approaching the deep adjustment period of the communication industry

Wu Hequan, an academician of the Chinese Academy of Engineering, believes that the performance of smartphones is now equivalent to that of PCs eight years ago, and that PC performance can now be owned by mobile phones eight years later.

That's right, change is so fast, and it's much more than that. At the China International Information and Communication Exhibition in 2011, the reporter deeply felt that at present, the development of communication technology has entered a turning point. The golden period of the telecommunications industry, which is dominated by the voice industry, is about to pass. We are coming.

Changes brought about by ICT convergence

At present, ICT (Information and Communication Technology) has entered a period of rapid development, and the industry is undergoing a huge transformation.

The rise of cloud computing, the Internet of Things, and the mobile Internet marks that we have now begun to enter the post-PC era, and they have promoted the intelligentization and ubiquitization of networks and services , Ubiquitous and invisible "computing environment), which also reflects the user's desire for unlimited computing power, unlimited communication terminals, and unlimited communication locations. The demand for communication bandwidth has grown faster than the growth rate of integrated circuits predicted by Moore's Law. Wu Hequan believes that within ten years, humanity will enter the post-Moore era.

Since the emergence of integrated circuits, the development of related technologies has shown such a pattern: integrated circuits double in density every 18 to 24 months, optical transmission doubles in capacity every 12 months, monitors double pixels in every 24 months, and wireless communication every 12 months Peak data is doubled. In the past half century, the rapid development of integrated circuits has greatly promoted the development of the PC, Internet and mobile communication industries.

At present, information and communication technology is gradually converging into a single network, and the technology and application of IT and CT fusion are also emerging in large numbers. The rapid development of technology also makes the communication industry face in-depth adjustment. The entire industry is evolving towards an all-IP ecosystem. Media and IT are beginning to converge. The services used by users are more diversified. In addition to traditional voice services and SMS services, the demand for Internet services, broadband services, and video services is increasing. This means that the industrial competition landscape will also be rewritten. The future market competition in the communications field is not limited to the competition of operators in the traditional sense, but more roles are involved, such as Internet companies that provide OTT (Over-The-Top) services (such as Google, Apple, etc.) and various Application service provider.

Operators dig deep into new territories

In the new industrial environment, the era of high profitability of traditional telecom operators is going away. This trend has already appeared in 2006. In the first half of 2006, the growth rate of national telecommunications business revenue was 0.2 percentage points lower than the GDP growth rate over the same period, and there was a “scissor gap” for the first time since the reform and opening up.

An insider of China Mobile (Weibo) revealed to the "China Computer News" reporter that the integration of IT and CT promotes the transformation of the industry and changes the original profit model of telecom operators. This is due to the data service. Different from the charging method of voice service. Now that the telecommunications industry has entered a period of stable development from a period of rapid development, telecommunications operators have to start thinking about how to maintain the high profits of the industry in the 3G era and how to not be marginalized during the period of deep industrial adjustment.

Comprehensive business development, Internet of Things, cloud services and other vocabulary have become the keywords often mentioned by operators who have already obtained 3G licenses when they are actively welcoming changes.

At the China International Information and Communication Exhibition in 2011, the reporter saw that the smart home exhibition area of ​​China Telecom (Weibo) attracted the attention of many audiences. A new gadget called "Coffee Table Terminal" was particularly eye-catching. Ma Xiaodong, deputy general manager of the China region of Eastcom Co., Ltd., who provides technical support, told the "China Computer News" reporter that by connecting a terminal device like a router, many devices in the home can be turned into a remote control. The "coffee table terminal" is One of them, the "coffee table terminal" is both a PC and a remote control for the TV. When the owner goes out, he can also use his mobile phone to remotely control his home TV, air conditioner, washing machine and other equipment. At present, this application has entered some high-end communities in Inner Mongolia. China Telecom has fully demonstrated its comprehensive information service capabilities at the Communications Exhibition. In the face of the increasingly converged new telecom format, China Telecom ’s strategic positioning is to be a leader in smart pipelines, a provider of integrated platforms, and a participant in content and applications. .

Similarly, the transformation of China Unicom (Weibo) is to carry out full business operations. As a telecommunications operator with considerable advantages in the balanced development of fixed network and mobile services, China Unicom has a seamlessly connected high-speed network composed of 3G, broadband, and WiFi convergence and strong system integration capabilities. It is already serving the social informatization It shows an increasingly important role. In the field of industry informatization, China Unicom has launched more than 4,200 applications for various industries. At this year's communications exhibition, China Unicom emphasized its own "Internet of Things" strategy, whether it was in the forum held during the exhibition or on the stand.

In the 3G era, China Mobile undertakes the important task of developing its own TD-SCDMA. According to Wang Jianzhou, chairman of China Mobile, China Mobile's future mission will be to vigorously develop the Internet of Things through technology and application advantages, and evolve TD-SCDMA to TD-LTE in 5 years. At the communications exhibition, TD-LTE technology achievements can be seen everywhere, and China Mobile ’s every move in this field will be of great concern.

Mobile terminal terminal army

Today, we have entered the era of mobile Internet. "Convergence" is the most obvious feature of this period. The originally clear boundaries between various industries are now becoming more and more blurred. The entire ecosystem is showing a shift from communication services to information services. Features. While the influence of operators' industry chains is declining, the pivotal role of terminals is also increasingly apparent, so that companies in all links of the industry chain have participated in it, and the terminal army is becoming larger and larger.

In some countries, mobile phone customization is the mainstream of the mobile phone industry. Now, this trend is also beginning to show in the Chinese mobile phone market. Operators are actively participating in the mobile Internet feast through deep cooperation with mobile phone manufacturers. Take the Lenovo Le Phone A60, which is a hot seller in the market, as an example. At present, the sales volume of this mobile phone through the cooperative operator China Unicom has reached more than half. Not only the Le Phone A60, the Lenovo Le Phone A68e and the upcoming Le Phone A66t, these two thousand yuan smart phones were also customized with China Telecom and China Mobile, respectively. Feng Xing, vice president of Lenovo Group and general manager of operator's business, said: "Thousand Yuan smartphones will greatly reduce the threshold for the use of 3G services and further expand the scale of users. Lenovo and the three major operators have deeply customized three thousand Yuan smartphones. It can be said that the 'three arrows go together'. Lenovo hopes that this move will set off a storm of smartphone popularity. "

At this year's communications exhibition, there was an obvious new phenomenon: enterprises in all links of the industry chain have exhibited a variety of terminal products, from smartphones to tablets, all-inclusive. These terminal products are either built by exhibitors themselves, or they use exhibitor equipment. From professional mobile phone manufacturers HTC, Nokia, Motorola, Coolpad, to Lenovo, ZTE (Weibo), Huawei (Weibo), Hisense, and patent giant Qualcomm, which are mainly engaged in non-mobile phones, they all strive to show their presence in The influence of the terminal link.

The reporter saw at the communications exhibition that mobile terminal products are showing increasingly obvious personalized characteristics: Coolpad has launched a 5-inch large-screen mobile phone, HTC has cooperated with Sina and Tencent, and launched a social mobile phone-Weibo mobile phone QQ mobile phone. In the field of non-smart phones, Desai Electronics has also launched mobile phones for the needs of the elderly and children. Zhong Yixiu, product director of Desai Electronics Co., Ltd., told China Computer News that the prices of these mobile phones are around 300 yuan. Although the functions are limited, they can meet the most basic call needs of specific users.

In the field of mobile Internet applications, Tencent, NetEase and Sina also made high-profile appearances at the exhibition, pushing their own mobile application services such as browsers and Weibo.

TD-LTE accelerates commercialization

As the subsequent evolution technology of TD-SCDMA, TD-LTE is the next generation mobile communication technology with independent intellectual property rights in China. As early as October 2010, TD-LTE was identified as the international standard for 4G, thus becoming the world's main broadband mobile communication technology in the new era, which brought historic development opportunities to the Chinese communications industry.

As of September 15, 31 international operators have joined the "TD-LTE Global Development Initiative", 5 operators have started commercial network construction, 10 operators have cleared commercial plans, and 32 operators have established With the trial network, 17 mainstream chip manufacturers including Qualcomm and Marvell have invested in TD-LTE chip research and development. Multimode data cards will reach the level of trial commercialization by the end of this year. Level.

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