The hottest tower company may promote in-depth cha

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Tower company may promote in-depth changes in the telecommunications market

on July 18, 2014, China Communications Facilities Service Co., Ltd. (i.e. tower company) was officially established. According to the plan, the iron tower company will be responsible for all new iron towers and passive systems by the end of 2014, and the three operators will lease them; Since 2015, the existing iron towers of the three major operators have been incorporated successively (including the machine room and the equipment with easy extrusion and injection molding source in the machine room, and the existing base station sites and all indoor distribution systems have been incorporated gradually); In the middle of 2016, we will complete the goal of transforming into a communication infrastructure service company. At the same time, the iron tower company gradually opened its equity to other companies

initial stage: the tower company only reduces the cost of the three operators

the construction of base stations for operators has long been a difficult problem, especially in densely populated urban areas. In urban areas, the construction of base stations often requires the payment of road money, such as developers, property owners or subway operators. At the same time, residents also need to endure strong complaints due to fear of the so-called radiation. In many cities in China, because of the construction of base stations, it is common for residents to surround business halls, surround construction personnel, and even destroy base stations

at present, there are too many monks to choose the site. In densely populated areas, there are limited places to build base stations, but three operators are competing for station sites, which will naturally give developers or properties a greater degree of bargaining power, thereby raising the cost of each operator's station construction. However, if there is only one station site, the construction of base stations by 12 operators can be understood through the appearance of the equipment. In fact, it is also a waste of resources, raising the overall cost of the three operators. For this reason, under the guidance of the government, station location sharing was implemented as early as a few years ago, but the effect was not ideal

the establishment of the tower company this year is a step forward on the basis of the original site sharing. The original site sharing is an administrative act. In fact, the three operators should consciously take out their own site for other operators to share, which is not very binding. Under the mode of iron tower company, it will gradually realize that all station sites belong to a third-party company. Renting station sites by operators will become a market behavior and will also have a very strong binding force. As an independent third party, iron tower company naturally will not say that a station site will not be rented to operator B after it is rented to operator a

for the three major domestic operators, the current main task is to develop 4G, which requires the construction of base stations. However, the frequency band of 4G is higher than that of 3G, which means that under the same conditions, the coverage of a single 4G base station will be smaller than that of 3G base stations. Therefore, in addition to using the original site, we also need to find more new sites, especially for Chinatelecom, which has the least number of original sites

the establishment of the tower company is beneficial to the three operators when looking for new station sites for infrastructure construction, which can reduce certain costs, especially for operators with a small number of station sites such as Unicom and Telecom. After the tower company completes the acquisition of the three operators' station sites, it can use the station site resources of China Mobile, making the space for cost reduction more obvious

however, it is worth noting that the tower company does not have base station resources, let alone backbone resources. It only has a single infrastructure resource, and the operation of the network is still in the hands of the three basic operators. Therefore, in the short term, it is impossible to expect the establishment of the tower company to realize the separation of China's telecommunications industry in a short time, coupled with the central bank's RRR reduction

future: the tower company may promote the deep-seated reform of China's telecommunications industry

the current tower company is so positioned, but this does not affect imagining that the tower company can promote the deep-seated reform of China's telecommunications industry in the future. The author expects that the iron tower company will become an important starting point for the mixed operation of network neutrality and state-owned enterprises in the future

first of all, from the name of the tower company, China Communications Facilities Service Co., Ltd. shows that it is not only to operate the tower, but also to provide communication facilities for operators and choose reasonable cleaning agents, packaging materials and other services. In a broad sense, communication facilities include base station resources, backbone resources, and network operation systems

secondly, the original intention of the government to engage in virtual operators is to further activate the telecommunications market, but at present, from the perspective of the cooperation mode between basic operators and virtual operators, the characteristics of virtual operators becoming basic operators' business sales channels are more obvious, and they lack competitiveness in the market due to the lack of lower wholesale prices. For this reason, it is not ruled out that after a period of development, there are a few robust virtual operators left in the market. After that, we should promote network neutrality from the government level, let the virtual operators upgrade, and enjoy the same treatment as the three major operators, that is, directly rent network resources from neutral communication facility service companies

third, after the 18th CPC National Congress, a new round of state-owned enterprise reform began to move forward, from the development mode of national advance and private retreat in the past decade to the development mode of mixed operation. In addition to introducing private and foreign capital, we should also attract their business philosophy and management mode. In order to achieve this goal, first of all, we need to divide small cooperation units. Otherwise, with the current huge volume of state-owned enterprises, any external investment is only a drop in the ocean and will not have any say in the operation. In the telecommunications industry, it is an important model to separate the site resources first. With a company size of 10billion, it is still able to attract external investment and form a certain voice in the company

of course, for mixed operation and network neutrality, the probability of realizing the former is higher in the future. After all, faced with the huge investment pressure of 4G and even 5g, the tower company can become a financing platform, while for the latter, it is relatively difficult to realize. After all, the major operators are not willing to further give up their own core resources. Even if they give up, the integration of the huge resources of the three operators is a long-term project, A very difficult project

source: Communication World - Communication World weekly

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