Recently, the three major operators have successively announced operational data for the first month of 2019. In January, the three major operators all showed their strength. China Mobile's broadband subscribers increased first; China Telecom's 4G subscribers and mobile subscribers performed well; China Unicom's opening year scores were better than the last month of 2018.
In the first year of development, China Telecom showed a strong momentum. The 4G subscribers increased by 4.94 million, ranking the first among the three operators' 4G net additions. In contrast, China Mobile 's 4G business has seen a significant decline. It should be noted that in the last month of 2018, China Mobile's 4G users closed with a net increase of 8.149 million.
Specifically, China Mobile's 4G subscribers increased by 4.267 million in January, reaching a total of 7.16917 billion. China Telecom added 4.94 million 4G users in January, with a total of 247.37 million users. China Unicom's 4G subscribers posted a net increase of 2.914 million in the month, and 4G subscribers totaled 222.839 million.
In 2018, China Telecom, the "big brother", "watched the tiger" on the other side, and waited for the mutual fight between China Mobile and China Unicom. In the first half of 2018, the development momentum of China Unicom's 4G business can be said to be extremely fierce. With the blessing of various Internet cards, China Unicom's momentum once surpassed China Mobile. China Mobile is naturally not to be outdone. With the large mobile subscriber base and the launch of several large-traffic packages, China Mobile has finally increased its monthly net increase of 5.62 million to 4G users, ranking first in the year of 2018.
However, in the year of 2019, China Mobile's 4G business was crushed by China Telecom. There may be accidental factors, but it is also inevitable. The author believes that there are two main reasons. First: China Telecom's average mobile subscribers ranked first in 2018, and in 2018 it broke the 300 million mark.
In contrast, in January 2019, China Mobile's mobile subscribers increased by 2.411 million in January, reaching a total of 927.48 million. China Telecom added 4.26 million mobile subscribers in January, with a total of 307.26 million. China Unicom's mobile subscribers increased by 2.763 million in January, reaching a total of 317.799 million. China Telecom's mobile subscribers are increasing first, and the gap between China Unicom's mobile subscribers is getting smaller and smaller. According to the growth trend of China Telecom's mobile subscribers, the author expects that its mobile subscribers will surpass China Unicom in the middle of 2019. Two major operators. The quantitative change caused qualitative changes, and the increase in the net increase of China Telecom's 4G users is also inevitable.
Second: Among the three major communication operators, although the individual differences of the packages are relatively large, from the overall performance, China Telecom's tariffs have always been relatively competitive. China Telecom has always firmly put quality first, although it has also launched an "unlimited traffic" package, but it does not blindly pursue low tariffs, and large-flow packages are not price war products. Such a strategy also allows China Telecom to 4G business is stable.
Broadband business: China Mobile's one big
After China Mobile surpassed China Telecom in September 2018, the pattern in the broadband market was basically "a hammer." In the year of 2019, China Mobile's net increase in broadband subscribers and broadband totals remained the absolute first.
Specifically, in January 2019, the net increase of China Mobile's cable broadband subscribers was 4.854 million, and the number of cable broadband subscribers reached 1.6151 trillion. China Telecom's cable broadband subscribers increased by 730,000, with a total of 146.52 million. The data also shows that as of the end of January 2019, the total number of cable broadband subscribers of China Telecom and its parent company totaled 172 million. China Unicom's fixed-line broadband subscribers increased by 627,000, with a total of 81.507 million.
According to C114 statistics, China Mobile has an average net increase of 3.67 million broadband users per month in 2018; China Telecom has an average monthly net increase of 97.6 million broadband users in 2018; China Unicom has an average monthly net increase of 362,000 broadband users in 2018. From the performance of China Mobile in the first month of 2019, in 2019, the broadband market is still the world of China Mobile.
Regarding China Mobile's broadband strategy, the communication user's homepage "baiy9099" analysis said that many people simply believe that China Mobile is to compete, to lower the value of the broadband industry, and to bind users to avoid sales, but this is only one aspect. But the more important reason is that China Mobile has more and more mobile users. The network has been dragged down by the price war between China Telecom and China Unicom, and the network user experience has dropped sharply. Unlimited new base stations are not a good solution.

"That is to say, China Mobile's free broadband delivery strategy is more to divert mobile networks, thus ensuring the user experience of mobile networks. Although free broadband delivery is a loss-making behavior, it has also been reduced to some extent. Network construction cost. "The netizen said.