“5g new call” broke out of the cocoon! The three operators will “go online” new business in Baicheng

Big news for 5g application!

China United Network Communications Limited(600050) , China Telecom Corporation Limited(601728) 26 announced that 5g voice over new radio service will be launched in more than 100 major cities in May. China Mobile also said not long ago that it would test commercial vonr from May 1.

Since July this year, all new products of China Mobile will support 5g new calls, and the conditions for full commercial use of new calls have been met.

three operators launched new services simultaneously from may

China United Network Communications Limited(600050) , China Telecom Corporation Limited(601728) said that they took the lead in opening 5g new call ultra clear video voice call service based on 5g network jointly built and shared by both sides and interconnection in Shenzhen, Hangzhou, Zhengzhou, Tianjin and other cities.

In addition to high-definition audio and video, 5g new call will also provide users with richer real-time interactive services and realize the agile development and rapid deployment of innovative services.

For C-end smartphone users, 5g new call can improve the multimedia interactive call experience. For example, call cards, content sharing, screen sharing, AR interesting calls, voice to text and other rich experiences.

“although wechat can also achieve the above functions, the video quality of 5g new calls is more stable, and there is no need to ‘add each other’s friends’, which are still attractive.” information consumption alliance chairman Xiang Ligang said in an interview with Shanghai Securities News.

China Mobile is also promoting new call services. China Mobile announced on April 12 that the new functions have been opened to use in some cities in 25 provinces. From May 1, the voice minutes in the mobile 5g package will be upgraded to the minutes that can be used for 5g new calls, which can be used for audio and video calls, and there is no limit on free chat.

The reporter dialed the customer service phone of Beijing Mobile today and learned that Beijing mobile users can use 5g new calls.

When the reporter asked whether “new calls can be realized between China Mobile and China Unicom or telecom users”, the customer service said that it can not be realized at present, and there can only be normal calls between China Mobile and users of other operators.

5g new call ecological mode is improving day by day

The ecological mode of 5g new calls is becoming more and more perfect, and the commercial conditions have been met.

In terms of terminals, 5g mobile phones of mainstream brands, including vivo, glory, oppo, Huawei, Samsung, Xiaomi and other brands, have supported 5g new calls. From July this year, all new products of China Mobile will support 5g new calls.

In terms of equipment, mainstream 5g chip manufacturers and key 5g terminal manufacturers support 5g new call ultra clear video voice call service.

In terms of network, at present, China has built the world’s largest 5g network and built and opened 1.425 million 5g base stations.

The objective conditions for operators to promote the commercial use of 5g new calls have been met, and their own subjective enthusiasm has been met.

An expert in the telecommunications industry said that vonr can accelerate the transfer of traditional and inefficient 2G / 3G CS voice to 4G and 5g, which is conducive to operators to improve network efficiency and reduce network operation and maintenance costs, so as to cultivate high-quality low-frequency resources.

In addition, vonr can bring new revenue sources to operators. New 5g applications – AR / VR, holographic and other 5g applications are inseparable from real-time and high-definition audio and video calls. With vonr, it can provide enhanced media to better support these new applications.

communication industry investment focus is shifting to application

Although the prospect of 5g new calls is very good, there are still some problems at this stage.

first of all, the tariff of new business is still a big challenge

Although China Mobile proposes that during the trial commercial use of 5g new calls, it will not occupy traffic and can use voice calls for minutes, in the near future, the tariff package needs to be carefully designed, which is simple and transparent, so that consumers can easily choose and recognize.

secondly, the three major operators have not yet realized the interconnection of new calls

Xiang Ligang said, “new calls can be interconnected at the technical level. If each company doesn’t pay attention to this problem and always wants to start a new business, the ecological closed loop of new business can’t be opened.”

finally, new calls are not enough to attract users to use on a large scale only by “not adding friends” and “video quality is more stable” operators need to create greater market value, and the application scenarios of subversive experience need to be explored. The industry needs to continue to promote business innovation, launch richer interactive content, more interactive forms, and more immersive terminal presentation.

Galaxy Securities believes that at this stage, the investment focus of the communication industry is turning to applications, and the equipment manufacturers with partial operators’ IT services are expected to usher in the increment of capital expenditure. It is suggested to pay attention to: the target of optical module Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) ; Beijing Sinnet Technology Co.Ltd(300383) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Shenzhen Envicool Technology Co.Ltd(002837) ; Vehicle / Internet of things Shenzhen H&T Intelligent Control Co.Ltd(002402) , Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) ; Video conference Yealink Network Technology Co.Ltd(300628) ; Target of navigation application Shanghai Huace Navigation Technology Ltd(300627) ; 5g message Montnets Cloud Technology Group Co.Ltd(002123) .

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