Yesterday, the three major operators successively released their September operating data reports. September and October have always been the peak sales seasons for various industries, commonly known as "Golden September and Silver October", and the operator market is no exception. In the past two months, operators have focused on college welcome markets and promotional activities during the National Day holiday.
In September, the performance of the three major operators has lived up to expectations, and have pushed the net increase in their 5G package users to a new height. The total number of users of 5G packages in the three operators exceeded 1 billion. It can be said that China Telecom operators are making history, and their 5G related dynamics are crucial not only to China's ecosystem, but also to the large-scale deployment of 5G networks in the global 5G network.
5G users net increase of new high
According to the September customer data announcement released by China Mobile, as of September 30, 2022, the total number of China Mobile's customers was 974.04 million, with a net increase of 798,000 in September and a net increase of 17.148 million in the first third quarter. Among them, the number of 5G package customers reached 556.798 million, and the number of 5G network customers reached 292 million.
As of September 30, 2022, the total number of China Mobile wired broadband reached 264.922 million, with a net increase of 4.019 million in September and a net increase of 24.816 million in the first third quarter. Among them, the number of household broadband customers reached 238 million, with a net increase of 19.66 million in the first third quarter.
is based on the main operating data for September 2022 released by China Telecom. In that month, China Telecom's mobile users increased by 1.89 million, and the cumulative number of mobile users was 389.89 million. Among them, the net increase of 7.44 million 5G package users, and the cumulative number of 5G package users was 251.04 million. In terms of wired broadband services, the net increase of China Telecom's wired broadband users in that month was 1.61 million, and the cumulative number of wired broadband users was 178.68 million.
Overall, in the first third quarter of 2022, China Telecom Mobile users increased by 17.46 million, reaching about 390 million, and 5G package users increased by 63.24 million, reaching about 251 million, and penetration rate reached 64.4%; wired broadband users increased by 8.97 million, reaching about 179 million.
China Unicom officially released its operating data for September 2022, showing that China Unicom added 6.02 million new 5G package users in September, and the cumulative number of 5G package users exceeded 200 million.
"ubiquitous intelligent connection", as of September 2022, China Unicom's "big connection" users reached 841.584 million, of which 5G package users reached 200.836 million, and the Internet of Things terminal connections reached 366.126 million. As of August 2022, the cumulative number of users of 5G packages reached 194.834 million, and the cumulative number of Internet of Things terminal connections reached 354.494 million. This also means that the number of new connections to 5G package users and IoT terminals in China Unicom in September was 6.02 million and 11.632 million respectively. In terms of innovative applications, as of September 2022, China Unicom's 5G industry virtual private network service customers reached 2,785. In terms of smart services, China Unicom's smart customer service problem solving rate reached 98.1% in September; in September, smart customer service smart services accounted for 79.2%. In terms of scientific and technological innovation, as of September 2022, the cumulative number of China Unicom's authorized patents this year was 1,366.
4G's dividend to 5G has not been fully released
For operators, the number of chasing 5G users is nothing more than ARPU for individual users in the next few years or even longer. However, at present, the dividends of 4G and 5G have not been fully released and need further exploration.
There is no doubt that the 5G ARPU of individual users of operators will grow steadily in the future. But it should also be noted that the penetration rate of 5G terminals currently only accounts for about 50%. Compared with the same period of 4G development, the delay in terminal penetration is very obvious. Affected by this, the dividends of 4G increasing 5G have not been fully released.
At the same time, the filling of operators' products and interests has significantly boosted the value of ARPU . Taking China Mobile as an example, as the recognition of customers and ecosystems becomes higher and higher, China Mobile will create equity 2.0 and integrate a wider ecosystem, which not only directly enhances customer value, but also achieves traffic growth and indirectly achieves value improvement. In terms of products alone, China Mobile has created 12 products with a customer scale of over 100 million, with product revenue increasing by 50%-60%. Maintaining this growth rate can further drive and improve ARPU.
At present, the entire industry has a huge room for development. With the increase in user penetration rate of 5G packages and the differentiated pricing of 5G traffic, the average revenue per user of operators of is expected to be further improved, which will drive operators' mobile business to continue to recover in the next few years. Operators should seize the development opportunities in the 5G era and further open up profit space in the ToC market.
C114 Communication Network Lesi
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