The communications industry for wisdom City cake

Mobile telecommunications Unicom positive challenges ahead

In September 4th, China Unicom Beijing issued its ” smart city ” strategy, the company plans to city optical network, wireless network, WCDMA WLAN three network as the basis, to the data base as the basis, to cloud-based unified national smart city platform as the carrier, build ” build, convergence, open ” the mode of development, promote the development of intelligent city.

In fact, this says with its is Chinese Unicom provoke war, as it is positive. Because before this, China Mobile, China Telecom already go ahead of the rest.

In 2008, China Mobile and Xiamen city hall announced that cooperation in the construction of radio Xiamen, become the true sense of China’s first successful wireless city project. In 2010 October, the Xiamen pilot energy, China Mobile announced will accelerate the pace of building, in a nationwide launch wireless city strategy. According to public data, as of June this year, China Mobile in 321 city wireless portal has been on the line, the user number is 26080000, 1.6 million, covering public utilities, transportation, education, tourism, health and other 10 fields, by the end of this year, the size of the user can reach 50000000, aggregate information can reach 1000000000, the amount of information to cover the ten major areas.

China Telecom ‘s similar project known as the ” light of city “. According to public information display, in February 16, 2011, China Telecom officially launched the ” China City broadband optical network ” project, most started for the region is Shanghai, Jiangsu, Hubei and other places. According to the project goal, China Telecom plans to 3~5 years, the broadband access bandwidth in the 2~4M basis, jumped by more than 10 times; at the same time, China Telecom has also pledged to promote broadband charges in 3 years to achieve ” jump “, and continued to decline.

China Unicom is the “smart city ” project, the three major operators of all together now, competition will rise, the capital market or the user, is undoubtedly a good.

Good optical fiber and cable industry

Three major operating values to the layout, the first benefit natural is the actual shop built a fiber-optic cable company. Reporter was informed that the query data, in three big operators optical fiber cable over the tender, has been assigned the cake of the listing Corporation, not in the minority.

For example, photoelectric, at its 2011 Annual operators purchase invite public bidding, and China Telecom Optical Fiber Jicai overall winning number to occupy China Telecom annual purchasing 13.5% share, share rises somewhat, cable Jicai share ranked second; in China Unicom fiber Jicai share drops, but still ranked first. For example, Ding photoelectric, the company in 2011 in China telecom integrated component collection ranked first; in China Unicom Jicai, cable scalar ranked No. second, at the same time, fiber ( G.652D ) in scalar growth significantly, increase rate is achieved 741.69%. In addition, ZTT also not resigned to playing second fiddle, in 2011, China Telecom Optical Fiber Cable centralized purchasing also gains many, in which the optical fiber ( G.657D, G.652D ) contract amount about 480000000 yuan. At the same time, the 2011 transit and technology in China Unicom, China Telecom optical fiber, optical cable centralized procurement bidding share year-on-year rise. Balefire communication is also the field of active molecules, which in early 2007 China Telecom bid list, in January this year, the company also ranked first comprehensive advantage take China telecom cable a route tendering in three package, in addition to the company, China Mobile and China Unicom, have business dealings China Mobile, the “excellent supplier “.

In fact, the network shop built for fiber optic effect, so the market looks in the eye. According to the study, in FTTH instead of 3G, 4G deployment, fiber aging replacement and other factors, the 2012 domestic demand is expected to grow 30% fiber, the total annual demand in the 128000000 core km, total supply in 123000000 core kilometers, supply and demand ratio is 0.96, the overall supply and demand slants close, the relationship of supply and demand in the continuous improvement, this also gives fiber prices stabilised provides support. And in the market topped it with rod production rate of the core competitiveness of close relationship, therefore, securities research institutions and the first elastic best photoelectric.