Top of the big era

"Justified?" This was the first time Zhou Buqi heard such a statement, "We do business in an upright and upright manner, do not steal or rob, and abide by laws and regulations. How come we are justified?"

Guo Pengfei said: "This has to start with WeChat itself."

"Um?"

“WeChat is so successful!”

"The theory of guilt for success?" Meng Houkun thought this statement was ridiculous, "A joke!"

Guo Pengfei smiled and said: "That's right, let me tell you a set of data and you will know. The most active App in China now is WeChat. 55.2% of WeChat users open WeChat more than 10 times every day. 25 % of users open it more than 30 times a day."

Zhou Buqi frowned slightly, "So what?"

Guo Pengfei said: "The data consumption is huge. High-frequency opening and high-frequency interaction make WeChat consume a lot of data. 40% of WeChat users consume more than 30% of all mobile phone data. This does not include WeChat. Blog, Toutiao, Xiaonei.com and other products. Counting Ziweixing’s products, 65% of users use more than 70% of their traffic on Ziweixing’s products.”

This time it was Meng Houkun's turn, "So what?"

Guo Pengfei said: "This traffic has a cost. In the past few years, the operator's data network has been operating at a loss. Purple MSI takes up the most traffic from users, which is equivalent to most of the operator's losses. They all come from Ziweixing.”

"What nonsense?" Meng Houkun was a little angry, "Will the operator lose money? Why don't I believe it?"

Guo Pengfei was a little worried. Like Zhou Buqi, this Meng Houkun was not from a technical background.

As Meng Fei, the chief communication expert of WeChat, said, what should you tell a layman like this?

Playing the piano to a cow is asking for trouble.

"If we talk about this..." Guo Pengfei scratched his head, "It can't be explained clearly in one or two sentences."

Meng Houkun said angrily: "Then just say it!"

Zhou Buqi also said: "To put it simply, I have to negotiate with the operator's people tonight. At least some basic situations must be clarified."

Guo Pengfei said: "Then let me put it simply, the operator's network is mainly divided into two domains. One is the circuit domain, which mainly controls voice. We usually call it the voice network. The other is the packet domain, which controls What we call data business is data network. The network traffic we are talking about now is the transmission of data through the data network."

Meng Houkun asked: "Voice network is a phone call?"

Guo Pengfei said: "No, making calls is a satellite signal, not this. The voice network is a dedicated line, just like a ring tone. When you call someone, the ring tone can be heard very clearly, and the data signal is particularly good. The transmission of the ring tone data , which relies on the dedicated line of the voice network. Call transfer, SMS, and MMS services are all voice networks."

In the era of 2G and 3G networks, sending a picture to the other party was extremely laggy, let alone sending a song.

But when I made a call, the ringtone signal from the other party was excellent and never got stuck.

That's the difference in networking.

Behind the CRBT is a dedicated network and dedicated line, which uses the operator's voice network system. However, data transmission between users uses the data network, so the signal will not be so stable and the speed will be slow.

Zhou Buqi nodded, "The data connection with the external Internet server is the data network."

Guo Pengfei said: "Yes, operators have always invested heavily in voice networks and relatively little in data networks, so the domestic network speed has always been very slow. Now Europe and the United States have 4G networks, but in China it is still only 3G network."

"why?"

"The reason is profit-driven. Voice networks can make a lot of money for operators, but data networks have been losing money. So operators are more willing to invest in voice networks. But the development of the Internet is the general trend and a national strategy. Although operators The move has been slow, but after all, it cannot withstand the pressure of the general trend and can only develop data networks. Therefore, within the operators, the strategy adopted has always been cross-subsidization, subsidizing the benefits of voice networks to data networks."

This time it was straightened out, and Zhou Buqi suddenly had an enlightenment about the operator's business strategy, "This is how Montnets and QQ came to be."

Guo Pengfei smiled, "Yes."

SMS service was once the most profitable business for operators. SMS service belongs to voice network and is a dedicated network and dedicated line.

Monternet's business belongs to the data network. Sending messages through mobile phone QQ uses the data network. This is a devouring of profits from the SMS business.

It is equivalent to transferring part of the revenue originally belonging to the voice network to the data network.

Meng Houkun was very surprised and frowned, "Even if it is a data network, can it really lose money? Why don't I believe it? Aren't you being deceived?"

Guo Pengfei said: "I have calculated that they are really in trouble. Although the operator system is also a state-owned enterprise, it is too close to the market. It also has to provide good services for the Internet industry. It is the most bullied among large state-owned enterprises. With PetroChina, PetroChina and You can’t compare with Sinopec or anything like that.”

Zhou Buqi laughed dumbly.

"You don't need to tell me, I don't know yet?" Meng Houkun waved his hand, "But even so, domestic traffic charges are so expensive. Look at South Korea and Japan. They are still developed countries. The charges are not even half of those in China. Yes, they can still make a lot of money. Domestic operators charge high fees and still lose money? How can this make sense?"

Guo Pengfei said: "The national conditions are different. South Korea and Japan are both small countries. Data transmission... is just like using big trucks for transportation. How easy is it to transport small countries like South Korea and Japan? They can cover the whole country in a few hours. Once again, the transportation fee is very low. No matter how big the country is, it takes a day to travel from the capital to the capital city. The transportation cost is different. Domestic operators have high costs. There are also several countries in Northern Europe, and the traffic fees are also very high. It’s very low, which is also the benefit of a small country.”

Such an analogy is not very accurate.

But this is basically the logic.

We can explain the meaning clearly to the layman of these two technologies in a more vivid way.

Meng Houkun continued: "That's not right. What about the United States? What about Australia? What about Canada? They are also big countries. Even the data charges in India are lower than those in China. How do you explain this?"

Guo Pengfei said: "Because the operators in those big countries are private enterprises, they are doing commercial operations. Just like in the United States, the data network coverage is so poor. If you just go to a suburban park, there will be no signal. Just drive a car. For long distances, most of the roads are no-signal areas.”

Zhou Buqi nodded, "This is indeed the biggest advantage in the country!"

State-owned enterprises have many problems, but one good thing is that they can do some things without following business rules. This kind of thing can easily cause losses, but it can benefit society and the people.

In terms of data network coverage, China is definitely No. 1 in the world.

Europe and the United States are technologically advanced and spend all their money on technology development. They have already used 4G networks.

Domestically, more money is spent on infrastructure construction.

There is no 4G network in China yet, but most places are covered with 3G signals and 2G signals. This is the guarantee of social resources. Many people will not go to places without signals and complain that the weather is not working every day and the ground is not working. .

The laying of such large-scale signal towers and base stations requires a lot of money, and the electricity bills for maintenance are also astronomical.

In terms of cost, it is much higher than in the United States and Canada.

Domestic traffic charges are more expensive, and that’s as it should be.

After enjoying the fruitful results brought by strong social resources, you will definitely have additional expenditures when you are happy.

In the final analysis, these expenditures still have to be paid for by the pockets of ordinary people.

Guo Pengfei said: "So, everyone has their own grievances, and it's not easy for the operators. In the past few years, China Mobile's market value could rank among the top ten in the world. What now? It can't even make it into the top fifty. What has been impacted by the Internet is that data networks are increasingly eroding the profits of voice networks."

Zhou Buqi then understood what he meant by justifying the loss, "If you look at it this way, it's true."

Guo Pengfei said: "Yes, WeChat is just for sending messages. It is grabbing the SMS business and hurting the operators' voice network profits. That's all. We have been doing this for so many years starting from mobile QQ. Mobile They also have their own Fetion. But WeChat’s voice calls and video calls are different. They have bypassed the voice network and robbed the operator’s phone business. This is another new territory. In order to do this, the operator The phone service was good, and there were all kinds of satellites flying in the sky. As a result, Ziweixing used the data network they provided to attack their core base camp."

Meng Houkun was a little shocked, "Why do I hear that you mean repaying kindness with enmity?"

Guo Pengfei smiled and said, "Yes, otherwise why would everyone come out to oppose it collectively this time?"

Zhou Buqi said: "In the commercial market, the most important thing is to replace the old productivity with new productivity. Even if this is the Internet's revenge on the operators, it is the only way for the tide of the times to move forward. When the textile machine came out , countless textile workers have lost their jobs and have no food to eat. Is this a rightful loss? It is not an exaggeration to say that it is unjust. But if we soften our hearts, it will not be long before we usher in the kind of foreign guns and iron cannons that were used in the late Qing Dynasty. "

Guo Pengfei said: "It's not that they are soft-hearted, they just have their own reasons."

Meng Houkun said with emotion: "The authorities can stand firmly on the side of the Internet and abandon the interests of state-owned enterprises such as operators, which shows how courageous and courageous they are."

Zhou Buqixin said where did this happen?

What do you think about the next five years? !

The taxi industry used to be a state-owned enterprise, but it was also overthrown. Alipay even pried open the door to the financial industry...

Guo Pengfei said: "One more thing, this is the exact statistics. WeChat contributes less than 5% to the operator's revenue, but consumes more than 30% of the traffic. The entire Ziweixing only contributes about 10% to the operator's revenue, and consumes The traffic is more than 50%. I think the topic of discussion tonight may revolve around this."