Per capita calls continue to climb
Mr. Li, who had worked in Beijing, recently changed his mobile phone package and replaced the original monthly 58 yuan package with a 88 yuan package. "58 yuan includes 1GB of traffic, 150 minutes of free calls; 88 includes 10GB of unlimited traffic and 50 minutes of talk." At the same time feel that "cost-effective" at the same time, Mr. Lee has a doubt: "Why more call charges? ”
In fact, the monthly bill for mobile phone users is increasing. Taking China Mobile as an example, its financial report shows that in 2015, the average monthly ARPU was 56 yuan, and in 2017 it reached 57.7 yuan, which did not change much, but 4G users ARPU reached 66.4 yuan. The data shows that by the end of 2017, the total number of 4G subscribers of China Mobile has approached 650 million.
The data of the Ministry of Industry and Information Technology also proves the cost of mobile phone users' charges. According to the latest data, from January to April, the three basic telecommunications companies realized a mobile communication business income of 314.5 billion yuan, a year-on-year increase of 2.6%. From January to April 2017, the three basic telecommunications companies achieved 306.6 billion yuan in revenue from mobile communications services, an increase of 4.5% year-on-year.
Traffic flow fee head
Under the background of speed increase and fee reduction, why did mobile phone users' charges increase instead? The reporter observed that traffic expenses accounted for the bulk of the mobile phone users’ expenses.
Mr. Li’s bill to China’s new network shows that for 88 yuan of calls, 8 yuan is voice charges, and 80 yuan is traffic charges.
The trend of soaring traffic income is also frequently seen in operators' performance reports. For example, China Telecom’s 2017 financial report shows that revenue from mobile Internet access and emerging ICT services increased by 33% and 20% respectively over the previous year, becoming the main driver of revenue growth. In fact, in recent years, China Telecom’s revenue from mobile Internet access has grown by more than 30% each year, and even reached more than 40%.
The surge in revenue from the mobile Internet business is similar to that of the other two basic operators. Overall, the increase in traffic usage continues.
According to the latest data from the Ministry of Industry and Information Technology, in April 2018, the average monthly mobile Internet access traffic reached 3.41GB, an increase of 154% year-on-year. In April 2015, the monthly average mobile internet access traffic exceeded 300MB.
Compared to January-April this year, the nation’s mobile phone calls lasted 844.1 billion minutes, a year-on-year decrease of 4.4%. From January to April 2015, the nation’s mobile phone calls were 937 million minutes long. This means that the length of mobile phone calls in the first four months of the year is less than three years ago.
Moreover, operators have adjusted their product structure in a timely manner. Many of the original packages, beyond the package call 3 cents for 1 minute, are now basically a hair and more money for 1 minute.
In addition, the operator is in charge of the package rules and can be changed at the appointed time. For example, China Telecom’s 9-yuan package card shows that the package tariff is valid for 2 years. After the expiration, China Telecom can adjust the tariff content.
"Floor price" packages are getting less and less
In addition to the increasing use of traffic, reporters observed that some "floor price" packages disappeared, which is also a reason for the increase in mobile phone users' monthly expenses. According to the "Beijing Daily" report, there are people like this. They do not want to go to other places, they want to find a cheap local package, but the "floor price" package has disappeared.
"Original 5 yuan, 8 yuan, 10 yuan package, and now the lowest price of the package is 18 yuan." Beijing Mobile customer service confirmed the reporter of the China New Network. Moreover, the "floor price" package is gradually disappearing, and almost every operator does so. It is understood that the new handle package users, China Unicom package minimum monthly rent of 10 yuan; China Telecom monthly rent of 9 yuan card package. (Note: The daily rent card is not within the statistical range.)
In addition, the monthly consumption of some new section packages is basically at one hundred yuan or more. For example, the lowest monthly package of Section 199 of the New Section is 99 yuan, and the minimum monthly package of Section 198 is 138 yuan.
Fu Liang, an independent analyst in the telecommunications industry, said that operators who don’t form a 1 pen call for 1 month are not welcome because they can use part of their network resources after being called for free. Operators can only use low-priced packages. Or receive caller ID fee to guarantee a lower monthly income.
In addition, Fu Liang also said that the current policy is that operators have their own pricing power, users have package options, if operators stop selling a package, you have no way to restrain.
How much room for tariff cuts?
Although per capita charges have not decreased, in fact, both the call charges and the flow rates have been lowered. In March this year, Miao Wei, Minister of the Ministry of Industry and Information Technology, introduced that in terms of fee reduction, user tariffs have been declining. In the past three years, broadband user tariffs have dropped by 90%, and mobile user tariffs have dropped by 83.5%.
The reporter observed that since the beginning of this year, with the unpopular package, the flow rate has dropped significantly. Take the above-mentioned 88 yuan package as an example, including 10GB unlimited-speed traffic, equivalent to down, the price per GB of traffic has been as low as 10 yuan or less. However, in the second half of last year, the price per GB of traffic was mostly concentrated at 20-30 yuan.
It can be expected that this year's speed increase and fee reduction will remain "not rested." The specific target is to cancel the “roaming” fee for traffic from July 1st onwards to ensure that the flow tariff falls by more than 30% this year, promote home broadband price cuts by 30%, SME line prices by 10%-15%, and further reduce international and Hong Kong, Macau and Taiwan roaming charges.
Xiang Ligang, a communications industry expert, told the reporters of the China Newcom website that the possibility of price cuts for flow tariffs this year is very high, and there is also room for price cuts. “It should encourage more use and more concessions. This kind of price reduction is in line with the development of operators and meets the needs of users. Because consumers are spending more and more on traffic."