The hottest fifth Telecom spin off report triggere

The fifth Telecom spin off report: triggered a strong rebound among operators

"I feel as happy and content as eating hot pot and singing songs if I can let radio and television do IDC business, get international Internet exports, open ISP licenses, and not be manipulated by telecom on routers!" With regard to the "Research on the fifth Telecom spin off plan" of the Academy of Social Sciences, a person in the radio and television industry joked that he did not dare to expect to spin off the IDC of Telecom and Unicom to radio and television at all

on February 23, the information technology research center of the Chinese Academy of Social Sciences released a "study on the fifth Telecom spin off plan", suggesting that the Internet data center business (i.e. IDC) of China Telecom and China Unicom be spun off and integrated into radio and television as a whole, merged with China cable television network corporation, and combined with the video content business of radio and television to jointly form the National Radio and television network corporation

this bold proposal for spin off caused a strong backlash from telecom operators. On March 3, a person from the China Telecom Marketing Department told this newspaper that "this report is the best embodiment of the will of radio and television, and telecom operators will not give up the control of IDC business."

idc's game

"as early as 2003, Telecom has opened IDC business to private capital. However, during the formulation of the three integration pilot program last year, telecom operators took IDC business license as a chip and hoped to exchange the content broadcasting control right of IPTV business, which is obviously unreasonable." A relevant person from the science and Technology Department of SARFT told this newspaper on March 4

in response to the statement of SARFT, the above-mentioned people of Chinatelecom tit for tat: "since it is the three convergence, telecom operators should get the opportunity to enter the field of video content, but last year's three convergence pilot program basically deprived telecom operators of the content broadcasting control of IPTV business. In this case, why should Telecom give up IDC business?"

obviously, the competition for IDC has become the continuation of the dominant game of the three integration of radio, television and telecommunications. However, what does the IDC business with an overall scale of only 6billion yuan mean for Telecom last year

take Chinatelecom, the largest company, as an example. At present, it has four backbone nodes IDC in Beijing, Shanghai, Guangzhou and Xi'an, which provide services for the whole country. All provinces and cities have Telecom grade IDC rooms. Its main businesses include host hosting, resource leasing, value-added services and other businesses, of which the most important is resource leasing with monopoly licenses

in 2003, as China's Internet industry emerged from the first round of foam, many private IDC companies, including 21vianet, began to develop. However, in February, 2007, Chinatelecom and ChinaLink signed a standardized competition and cooperation agreement. The North-South pattern makes it very difficult for private IDC companies to survive. IDC price competition between the two operators has reduced the industry's profits. Not only that, since the second half of 2007, the two broadband operators have taken back the data infrastructure business from private IDC, and Chinatelecom even launched IDC business acceptance in the business hall

after that, despite the fourth round of telecom restructuring in May 2008, by the end of 2010, the domestic IDC competition pattern was still the duopoly pattern of Chinatelecom and China Unicom, while private IDC companies such as Suntech and 21vianet were still in a difficult situation. In 2010, after the introduction of the three integration overall plan, radio and television operators finally got the opportunity to enter this field

Zeng Huiming, CEO of China Broadcasting Internet, told this newspaper that at present, the IDC business of radio and television broadband is mainly limited to pilot projects in Jiangsu, Shaanxi and other places. Compared with telecom operators, the business capacity is indeed lacking, but more importantly, radio and television has not yet obtained a real IDC operation license

it is reported that at present, China's Radio and television broadband network users are less than 3million, accounting for only 1% of China's total broadband users, while the number of foreign wired broadband users accounts for more than 40%. Obviously, radio and television has always regarded broadband as the next most important development area. However, in order to make a breakthrough, in addition to making full use of the optical fiber network and building a new high-speed Ngb network of radio and television now taking the S-type sensor as an example, radio and television also needs to make a breakthrough in international Internet exports, ISP licenses and IDC licenses

a relevant person from the science and Technology Department of SARFT said that in the whole broadband industrial chain of China, the backbone of interconnection, the narrow speed regulation range of general international export Bureau, access, as well as the data center and huge content flow based on interconnection, are monopolized by Chinatelecom and Unicom respectively

"this is an unfair situation. The current domestic interconnection actually has no real interconnection." Zeng Huiming said, "if radio and television broadband users want to go to foreign stations and play relatively high-capacity games, they must log in through the IDC center of the telecom operator, and radio and television has to pay quite high international Internet export rental fees and inter data settlement fees to the telecom operator for this."

it is reported that according to the current annual price of 900 yuan per household of radio and television broadband, about 50% of its gross profit should be handed over to the IDC business center of the telecom operator, which is the main reason for radio and television to apply for its own international Internet export and IDC business license

embarrassing report of the Academy of Social Sciences

due to the fact that the national cable network companies of radio and television are still not listed, and the radio and television operators around the country are relatively scattered, the IDC of radio and television is still unlikely to impact the telecom operators in the short term. However, the report of the informatization research center of the Academy of social sciences has put pressure on telecom operators

according to this report, the newly established national radio and television network group company will include the Ngb strategy of China cable television network company's optical fiber resources + spin off Internet data center business + Radio and television. According to the report, such restructuring will solve the problems of interconnection, inter operator settlement, network neutrality, and a large number of radio and television video content supervision and management, as well as interconnected content supervision and management

according to the report, the IDC business of China Telecom and China Unicom only accounts for about 2% of the company's total revenue. The spin off has little impact on China Telecom and China Unicom, but this business with a revenue of 6billion yuan in 2010 is of great help to radio and television, without involving user delivery, and is easy to operate

Zeng Huiming believes that this plan is not the so-called telecom restructuring, but a small-scale correction of the unreasonable part of the past market competition. "In the final analysis, each restructuring is to make the power of major operators more balanced"

but this plan soon aroused strong opposition from telecom operators and some people, including passenger cars, commercial vehicles and special vehicles. A relevant person from the marketing department of Guangdong Unicom told: "just as radio and television are unwilling to give up the content broadcasting control of IPTV and other three integration services, telecom operators cannot give up IDC business, because the so-called reform plan should be a complete system including terminal, backbone, platform layer, content layer, application layer and supervision layer."

some people in the telecommunications industry pointed out that, first of all, the industrial operation capacity of radio and television is insufficient; Secondly, after IDC is incorporated into radio and television, the Internet content will be subject to strict scrutiny; In addition, as the grass-roots staff of Telecom IDC business, they do not want to see it integrated by radio and television

in response, the relevant person from the science and Technology Department of SARFT responded that after the split, the content resources (such as life and business content resources) and access service resources (such as IDC business and cloud computing business) that are outside the important ideology (such as current politics) are fully open to the market, and there is no need to worry about the so-called problem of too strict content supervision

the "conspiracy" of radio and television

for the report of the Academy of Social Sciences, some telecom people said frankly that it was a conspiracy of radio and television, and the report must be funded by radio and television

in response, a relevant person from the information technology research center of the Academy of Social Sciences responded: "this is a completely independent report without any support from radio and television funds. On the one hand, such an operation mode has had successful cases before, on the other hand, the resource monopoly of broadband services leads to high broadband costs, which requires the introduction of radio and television competition."

it is reported that BT negotiated with Hewlett Packard in 2008 to sell its British data center to Hewlett Packard, an American computer manufacturer, at a price of 1.5 billion pounds (about US $2.93 billion). According to the report of the Academy of Social Sciences, this fully shows that telecom operators avoid the disadvantages of content operations (content supervision, copyright management, cloud computing management, etc.) and give better play to their network access advantages, This has become an inevitable trend in the telecommunications industry

the report of the Academy of Social Sciences also stressed that the current problem caused by broadband monopoly is mainly the high tariff, with an average of 100 yuan/month M。 Hong Kong 1g bandwidth 199hkd/month G. With a price difference of nearly 1000 times, China's average speed is less than half that of the world, and the charge is 124 times that of South Korea

Chinatelecom also responded to this with its "light city" plan just released. According to this plan, within five years, the broadband access bandwidth of Telecom will be 10 times higher than the current mainstream megabyte, and the access fee per megabyte will be reduced from the current 75 yuan per month to 9 yuan. A person from Guangdong Telecom told this newspaper, "even if there is no competition from radio and television, we will take the initiative to speed up and reduce costs."

as for the model of BT, Zeng Huiming pointed out that the "Federal Communication Law of the United States" stipulates that Internet services belong to information service business, not telecommunications business; According to international practice, opening Internet services is an absolute policy. In China, ISP service and ICP service of Internet access belong to value-added telecommunication services, and Internet data transmission belongs to basic telecommunication services. This situation needs to be broken

in his view, Telecom has completed the integration of interconnection in the past 10 years. The most important thing now proposed is to complete the integration of radio and television and interconnection in the coming years, rather than allowing radio and television to continue to operate as an independent expert. To break this, radio and television must be given equal opportunities to participate in broadband business competition, including obtaining equal ISP, IDC business licenses and international Internet exports

however, telecom operators hope to use IDC license as a bargaining chip to exchange the so-called content broadcasting control with radio and television, but they cannot do so, which is also the main reason for the continuous deepening of the contradiction between the two sides

wuchunyong, an expert in radio and television, believes that it is impossible for radio and television to obtain the IDC business of China Telecom and China Unicom. Even the smallest cake, the vested interests will not give up easily. Radio and television should still focus on the construction of its own IDC center

he also pointed out that interconnection is the core of the "three convergence" and the direction of future development, but radio and television have absolutely no due rational resource allocation and fair treatment in terms of interconnection. In this way, it is difficult to achieve the three integration. 21st Century Business Herald (Guangzhou)