刷屏！华为最新发声

Core Viewpoint - Huawei's Vice Chairman Xu Zhijun emphasizes the need for telecom operators to identify growth opportunities and paths in a changing environment, proposing four key growth strategies to help operators overcome growth bottlenecks [2]. Group 1: Growth Opportunities - In mature telecom markets, changes are constant, and operators should focus on capturing growth opportunities by understanding end-user demands and optimizing network services [3]. - The global delivery rider population is projected to grow from 30 million in 2020 to 70 million by 2024, and is expected to reach 160 million by 2030, representing 5% of the global workforce. This group has an average monthly call time (MOU) four times that of regular users and consumes twice the data, with an average revenue per user (ARPU) 1.6 times higher [3]. - 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, accounting for 4% of the global workforce. Live streaming users have a monthly data usage five times that of regular users, with an average monthly consumption of 100GB in China [3]. Group 2: New Business Scenarios - Emerging scenarios such as esports, smart glasses, and high-speed rail office setups exhibit demand characteristics that present significant growth opportunities for operators [4]. Group 3: Video Consumption Potential - Short videos account for approximately 50% of global mobile traffic, yet the supply and consumption of high-definition (HD) video remain unresolved. The potential for HD video consumption is substantial, as 1080P video can increase traffic by five times compared to 360P [6]. - Current HD video consumption in typical Chinese cities is only 22% for 1080P and above, indicating a significant gap. To stimulate HD video consumption, operators should adjust internet bandwidth pricing and encourage content providers to increase HD offerings [6]. Group 4: Smart Connected Vehicles - By 2025, 30% of passenger cars in China are expected to feature 5G connectivity, increasing to 95% by 2030. The industry must seize this growth opportunity despite challenges such as high 5G IPR costs and T-Box sensitivity [8]. - Xu suggests that the GSMA should help control 5G IPR costs for vehicles and emphasizes the need for healthy competition among operators to avoid price wars [8]. Group 5: FTTR Technology - FTTR technology is projected to reach 75 million users in China by 2025, while only about 500,000 users are expected outside China, indicating significant growth potential [10]. - FTTR can address the urgent demand for high-speed, stable, and low-latency networks among over 500 million individual businesses globally, creating new growth opportunities for operators [10].