Electrical Equipment / Components & Telecoms

Recently, the three major operators released operating data for the first month of the last quarter of 2021. The data shows that the three major operators' new 5G users in a single month reached a new high, with a 5G penetration rate reaching 42%, which means that about four out of ten people on average have already used 5G. Two years ago, many consumers still didn't know what 5G network was. After two years of commercial use, with a penetration rate of 45%, it can be said that my country has set the world's fastest 5G speed.

u3000u3000Operating data of the three major operators in October

u3000u3000Data shows that my country has built more than 1.15 million 5G base stations, accounting for more than 70% of the world. At present, 5G has moved from building and promoting usage to the stage of simultaneous construction and use. The further increase in the penetration rate of 5G package users of the three major operators will effectively drive ARPU growth, and 5G will truly exert its real benefits.

u3000u3000The number of new 5G users in a single month hits a new high

u3000u3000Data shows that as of the end of October this year, China Mobile had 957 million mobile users, a net increase of 1.4 million from the previous month, and a cumulative net increase of 15.188 million this year. Compared with the number of mobile users, the 5G package user data is more eye-catching. As of the end of October, China Mobile had 356 million 5G package users, a net increase of 24.299 million from September, achieving a growth of over 20 million for five consecutive months, and the penetration rate of 5G package users has reached 37%.

u3000u3000 At the same time, the number of 4G customers of China Mobile reached 819179 million, a net increase of 3.438 million that month. In terms of fixed-line broadband business, as of the end of October this year, China Mobile's fixed-line broadband users had accumulated to 238 million, a net increase of 2.968 million from the previous month, and a cumulative net increase of 28 million this year, showing a good development momentum.

u3000u3000 China Telecom is also advancing all the way. China Telecom added 12.95 million 5G packages in October. The cumulative net addition of users that year was 8199, bringing the total number of users to 16849 million. Specifically, in October, the number of telecommunications mobile users was 371.24 million, with a net increase of 1.58 million users that month, and a cumulative net increase of 20.22 million users that year. China Telecom's 5G penetration rate reached 45%.

u3000u3000 In addition, in October, China Telecom’s wired broadband subscribers numbered 16862 million, with a net increase of 980,000 subscribers that month. The cumulative net addition of subscribers for the year was 10.09 million, and the number of fixed-line telephone subscribers was 106.91 million.

u3000u3000 China Unicom had 6.568 million net users of 5G packages in October. This year’s cumulative net increase was 72.683 million, for a total of 143,531.3 million. In terms of mobile business, the cumulative number of mobile outgoing users reached 316.8835 million, with a net increase of 1.282 million that month, and a cumulative net increase of 11.024 million this year. China Unicom's 5G penetration rate is also 45%. In terms of fixed-line business, the cumulative number of fixed-line broadband users reached 93.957 million, with a net increase of 959,000 this month and a cumulative net increase of 7.862 million this year.

u3000u3000Only in October, the cumulative number of new 5G users of the three major operators reached 43.81 million, and the total number of 5G users reached 668 million. The cumulative number of newly added 5G users in the first October alone in 2021 has far exceeded the number of newly added 5G users in the whole year of last year.

u3000u30005G is still the blue ocean market in the next ten years

u3000u3000According to the trend, the competition for the 5G user market of operators has just begun. According to the "14th Five-Year" Information and Communication Industry Development Plan just released, during the "14th Five-Year" period, we will strive to build the world's largest 5G independent networking network, and strive to have 26 5G base stations per 10,000 people, and achieve urban harmony. Comprehensive coverage of towns and villages, basic coverage of administrative villages, and deep coverage of key application scenarios. The 5G access rate of administrative villages is expected to reach 80%. By then, more potential 5G users will emerge.

u3000u3000 At present, my country's 5G network has matured. China’s monthly sales of 5G smartphones exceed 10 million units, and thousands of yuan 5G mobile phones have appeared ahead of schedule this year. The number of 5G users is expected to usher in a new round of rapid growth.

u3000u3000 Thanks to this, leading operators have already enjoyed the data dividend brought by 5G. Through multi-dimensional package design and service upgrades such as 5G messaging and 5G new communications, the ARPU value of 5G users has achieved varying degrees of growth.

u3000u3000With the increase of package traffic, users no longer pay too much attention to the consumption of data traffic, which makes traditional business revitalized. The SMS service will be the first to upgrade to 5G messaging. By 2025, it is estimated that there will be hundreds of millions of 5G messaging users in China alone, bringing hundreds of billions of yuan in revenue to operators.

u3000u3000 The traditional voice service will be upgraded to 5G new communication, which can provide video ring back tone service before the call, and provide video customer service during the call. According to public data, up to now, this service has exceeded 120 million in China, with a cumulative monthly broadcast of over 4.5 billion times.

u3000u3000Although 6G has been put into research and development, the next ten years will still be the ten years of 5G. The telecommunications industry, which has been bad-mouthed by the outside world, will be given new vitality because of 5G!