changes from 2G to 5G. Image source: Taiwan's "China Times Electronic News"
has gone through 261 rounds of struggle, the first wave of 5G release bidding ended, maintaining the "three big and two small" situation. Judging from the results, Taiwan's China Telecom has face, Taiwan's big brother has won the inside, and Far-Travel has the opportunity to "overtake on the curve", Taiwan Star has lifted the crisis of "being afraid of not being able to survive", Asia Pacific Electric has the greatest space, and every family has their own plans, so it will be verified by time. Before the
5G bid, Taiwan Zhonghua Telecom and Taiwan University first called for the upper limit of 100MHz, but perhaps the bid was too fierce. As a result, Zhonghua Telecom won the most bandwidth without any suspense. Although 90MHz is a little different from the previous target of full bid, it is definitely considered in terms of face and stabilized its leading position.
Fight for face or insider. Be careful and carefully
In this bid, the most important thing is that the far-reaching news was that China Telecom was referring to "overtaking on the curve". Yuanchuan’s idea is very simple. If you want to get rid of Taiwan’s big and fight against China Electric, the bandwidth must be insufficient, so you must use force to win. This time, the result of winning 80MHz, second only to China and slightly more than Taiwan’s big. That’s it. What you want is an opportunity to surpass Taiwan and catch up.
, however, does bandwidth equal market share and profit performance? Getting 60MHz from Taiwan is another way of thinking. Compared with Yuanchuan, Taiwan’s large-scale savings of 10 billion yuan (NTD, the same below) in the bidding, which is considered a win-win situation. The key is to see how to use this 60MHz, and to prove how to use less money and be the "second".
According to past experience, Taiwan is not the one who dares to compete in spectrum sales, but it is definitely the most carefully calculated. Whether it is tariffs or marketing, it always uses relatively few resources to achieve higher market share and profits. Whether 5G can be processed in the same way is also a competition with the two strongest players.
Who is the winner? It will take time to verify
Taiwan Star and Asia Pacific Telecom are two young people. Before the bidding, they were very afraid of being squeezed out by the three heroes. The sense of crisis was overwhelming. As expected, Taiwan Star grabbed 40MHz and the message released was "I want to get the tickets, I want to survive." The bidding result really showed the determination to squeeze into the narrow door. Now the crisis has been lifted.
As for Asia Pacific Telecom, it feels a little behind in the absence of 3.5GHz, but don’t forget that it saves more than 20 billion yuan, and 5G can share the network, so you can think about how to cooperate, and you may not suffer any loss. Besides, 5G is not just a single standard spectrum, but also requires money to build. It is no different from a money pit. Keeping cash may not be a good thing.
For Asia Pacific, holding a huge silver bullet in hand, there is a lot of room for scattering. Even if cooperation hits a wall, with the advancement of 5G technology, there is still a chance to launch a first-hand deal. As long as you last for two years, you will have the opportunity to wait until the next wave spectrum bidding, and then you can make up for the bandwidth. Maybe you have some luck, but who says it is not a strange trick? Source: Taiwan's China Times
