电信业如何继续增长？华为轮值董事长分享4个“发现”

Core Viewpoint - The telecommunications industry has entered a phase of relative oversupply and stagnation, necessitating the exploration of new growth opportunities and paths for development [1][4]. Industry Overview - In the first two months of this year, China's telecommunications business revenue reached 295 billion yuan, a year-on-year increase of only 0.9%, marking the lowest growth rate in five years, down from 4.3% in the same period last year [1]. - For the first four months, the total telecommunications revenue was 598.5 billion yuan, with a growth rate of 1%, compared to 4% in the same period last year [1]. - Globally, low growth rates below 5% have become the norm for leading telecommunications operators, reflecting broader economic conditions [1]. Huawei's Insights - Huawei's rotating chairman, Xu Zhijun, shared four key "discoveries" aimed at driving growth in the telecommunications sector: 1. Recognizing changes and seizing growth-oriented demands [1]. 2. Stimulating supply and consumption of high-definition video through systematic engineering [1]. 3. Connecting every vehicle with 5G to capture growth opportunities in smart connected vehicles [1]. 4. Using FTTR to connect all individual businesses, seizing opportunities in intelligent development [1]. Growth Opportunities - The telecommunications market, while mature, still presents growth opportunities through "growth-oriented demands" such as the increasing number of delivery riders, which is expected to rise from 30 million in 2020 to 160 million by 2030, representing 5% of the global workforce [3]. - New user groups, devices, and behaviors are emerging, posing challenges for operators to meet these growth-oriented demands and redefine network experiences [3].