The 5G battle of the three major communication operators ends, and China Mobile takes the lead

How powerful is not only the scope, but also the strength and effort. The same is true for the 5G strategies of the three major communications operators. It can also be called: the country is easy to change, and the nature is hard to change.

The 5G battle of the three major telecom operators ends, and China Mobile takes the lead

China Mobile has become the largest domestic 5G spectrum sphere of influence, and China Telecom and China Unicom each grabbed one-sixth of China Mobile’s sphere of influence.

For details, please refer to the China Securities Journal. After multi-party disputes and balanced compromises, the plan for 5G spectrum allocation has been preliminarily determined. China Mobile will obtain a total of 300MHz spectrum resources in the two frequency bands of 2.6GHz and 4.9GHz; China Telecom and China Unicom will obtain respectively 3. Each 100MHz spectrum resource near the 5GHz frequency band. The official 5G spectrum allocation plan will be released in September at the earliest.

Once the domestic 5G spectrum sphere of influence is finalized, it means that the three major operators will basically define the station network planning and investment scale of the 5G network. According to overall statistics, the investment scale of 5G entities of Chinese operators will reach 1.23 trillion yuan, an increase of 68% compared with the scale of 4G investment.

However, the high frequency band means a large number of base stations and a large amount of investment. In fact, China Mobile's original intention is still not willing to use the 4.9GHz frequency band. It is only under consideration by the Ministry of Industry and Information Technology. In the first half of 2018, China Mobile achieved a net profit of 65.6 billion. Yuan, far ahead of China Unicom’s 2.58 billion yuan and China Telecom’s 13.570 billion yuan in net profit. The powerful China Mobile naturally needs to take on more important tasks. The so-called capable ones will work harder. Therefore, the 2.6GHz and 4.9GHz bands of influence will belong to China Mobile to build.

From this point of view, China Telecom and China Unicom have the most global feasibility for the 3.5GHz frequency band, and they are more economical and easier to promote and build an ecosystem. Therefore, they are more enthusiastic to promote the construction of 5G in China.

It can also be analyzed from this that China's 5G will be pre-commercialized in 2019 and officially commercialized in 2020, and large-scale capital expenditures will appear after 2020. Considering the technical characteristics of 5G and industrial changes, it will also directly benefit the main equipment, optical modules, fiber optic cables, antenna radio frequency devices, small base stations and other fields, which will drive the entire industry to greater changes and efficiency.

At this stage, China Mobile and China Unicom are more active in 5G construction, and China Telecom is more cautious and is taking steps one step at a time.

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