刷屏！华为最新发声

Core Insights - Huawei's Vice Chairman Xu Zhijun emphasized the need for telecom operators to identify growth opportunities and paths tailored to their unique environments and competitive landscapes [1] Group 1: Growth Paths for Telecom Operators - Xu highlighted four key growth paths for telecom operators to overcome growth bottlenecks in a stable development phase [1] - The focus should be on understanding changes in user demand and capturing growth opportunities through network optimization and service enhancement [1] Group 2: High-Value User Segments - The global delivery rider population is projected to grow from 30 million in 2020 to 70 million by 2024, reaching 160 million by 2030, representing 5% of the global workforce [2] - Delivery riders have an average monthly call time (MOU) four times that of regular users, with data consumption twice as high and an average revenue per user (ARPU) 1.6 times greater [2] - The live streaming industry is also experiencing significant growth, with the number of streamers expected to rise from 10 million in 2022 to 50 million by 2024, and 130 million by 2030 [2] Group 3: Video Consumption Potential - Short videos account for approximately 50% of mobile traffic globally, yet there is a gap in the supply and consumption of high-definition (HD) video [3] - Xu proposed a systematic approach to stimulate HD video consumption, noting that 1080P video can increase traffic consumption fivefold compared to 360P [3] - Current HD video consumption in typical Chinese cities is only 22%, indicating significant potential for growth [3] Group 4: Smart Connected Vehicles - By 2025, 30% of passenger cars sold in China are expected to be equipped with 5G connectivity, increasing to 95% by 2030 [4] - The high costs associated with 5G intellectual property rights (IPR) and T-Box are identified as major barriers to adoption [4][5] Group 5: FTTR Technology for Small Businesses - FTTR (Fiber to the Room) technology is projected to reach 75 million users in China by 2025, while only 500,000 users are expected outside China, indicating substantial growth potential [6] - FTTR can address connectivity issues faced by small businesses and individual entrepreneurs, who have a pressing need for high-speed, stable, and low-latency networks [6]