刷屏！华为最新发声

Core Viewpoint - The telecommunications industry is entering a stable development phase, facing growth challenges. Huawei's Vice Chairman Xu Zhijun emphasizes the need for operators to identify growth opportunities and paths tailored to their unique environments and competition [1]. Group 1: Growth Opportunities - The demand for high-value users is increasing, particularly among specific user groups such as delivery riders and live streamers. The number of global delivery riders is projected to grow from 30 million in 2020 to 70 million by 2024, and expected to reach 160 million by 2030, representing 5% of the global workforce. Their average monthly usage (MOU) is four times that of regular users, with data consumption twice as high and ARPU 1.6 times greater [2]. - The live streaming industry is also experiencing significant growth, with the number of global streamers increasing from 10 million in 2022 to 50 million by 2024, and projected to reach 130 million by 2030, accounting for 4% of the global workforce. Live streamers consume five times more data than regular users, with an average monthly data usage of 100GB in China, and an ARPU four times higher than that of regular users [2]. Group 2: Emerging Business Scenarios - New business scenarios such as esports, smart glasses, and high-speed rail office environments are emerging, showcasing demands for real-time and on-demand services. Operators that capitalize on these opportunities are demonstrating significant growth advantages [3]. Group 3: Video Consumption Potential - Short videos account for approximately 50% of mobile traffic globally, yet the supply and consumption of high-definition (HD) video remain unresolved. Xu Zhijun suggests that a systematic approach is needed to stimulate HD video consumption, highlighting that 1080P video can increase traffic by five times compared to 360P. If users watch 50 hours of 1080P content monthly, their data consumption could reach 31.5GB, while the average monthly data usage in China is only 18.2GB, indicating substantial potential [5]. - Currently, only 22% of mobile video traffic in major Chinese cities consists of 1080P or higher quality. The limitations are attributed to bandwidth costs for OTT platforms and high power consumption of HD playback devices. Xu recommends that operators rationalize internet bandwidth pricing to encourage OTT providers to increase HD content supply, while device manufacturers should innovate to reduce bandwidth costs and power consumption [5]. 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 the growth opportunities presented by smart connected vehicles. Xu identifies high 5G IPR costs and T-Box cost sensitivity as key barriers for automotive manufacturers [7]. - He advocates for the GSMA to help control 5G IPR costs and emphasizes the need for healthy competition among operators to avoid price wars that diminish value. Xu also stresses the importance of independent operation for cabin and vehicle connectivity, with B2C models for cabin connections and B2B models for T-Box connections [7]. Group 5: FTTR Technology - FTTR technology is proving valuable for high-end home users, enhancing ARPU and operator revenue. By 2025, FTTR users in China are projected to reach 75 million, while only about 500,000 users exist outside China, indicating significant growth potential [9]. - There are over 500 million individual businesses globally with urgent demands for high-speed, stable, and low-latency networks. If operators can leverage FTTR to meet these needs, it will open up new growth avenues [9].