China Mobile Is "Engraved" China Telecom Step By Step?

Recently, the industry has a point of view that China Mobile is engaged in China Telecom step by step -China Telecom is engaged in Tianyi Cloud, China Mobile keeps up with mobile clouds; China Telecom has satellite communication, ChinaChina Mobile also went to Malaysia Satellite Communication Projects; China Telecom is conducting a network of networks, China Mobile is also closely engaged in large video projects; China Telecom is engaged in quantum communications, China Mobile also launches quantum communication research; China Telecom conducts low -altitude economy, set up a low -altitude economic company to establish a low -altitude economy company, China Mobile keeps up quickly ...

And even more, some people point to China Mobile with a sneak attack behind China Telecom, with hugeCapital forces, squeezing China Telecom.Is this really true?

Let me talk about my understanding.In my opinion, the actions of the two companies are more likely to be in response to the common trend of the market and the inevitable direction of technological development, rather than a simple recovery.

From the perspective of technological innovation convergence, the communication industry, especially in the face of emerging technologies such as cloud computing, satellite communication, large video, quantum communication, and low -altitude economy, technological innovation has obvious convergence.The development of these areas is not only supported by national policies, but also in line with the development trend of the global communication industry.China Mobile and China Telecom's in the same field do not mean that one party is simply copying the other, but the similar strategic choice made by the two companies when facing the same market opportunities.

From the perspective of market demand, the needs of consumers and corporate customers are the key factor in promoting operators' service innovation.Whether it is Tianyi Cloud or mobile clouds, their launch is to meet the growing demand for data computing, storage and processing.Similarly, services such as satellite communications, large video, quantum communication and low -altitude economy are also developed based on market demand in specific scenarios, which prompted the two major operators to explore and provide corresponding solutions.

From the perspective of policy -oriented and industry standards, government policy orientation and industry standards have also largely affected the strategic layout of operators.For example, China's national layout in the field of quantum communication has prompted major operators to invest in the research and development of related technologies.Similarly, the exploration of the low -altitude economy is also a plan to respond to the state's development of the aerospace industry.

From the perspective of competition and cooperation, the two major operators' investment in the same field is also a need for industrial development. For example, the construction of satellite communication networks often require huge investment and long -term technical accumulation.It is impossible to drive the healthy and rapid development of the industry. A number of operators are jointly invested. It may form alliances or shared resources between each other, which will effectively reduce costs and risks.

Therefore, my conclusion is that China Mobile and China Telecom's seemingly re -engraving behavior in multiple fields are actually independent decisions under the market trend, customer needs, policy orientation, and industry competition and cooperation mechanisms.The overlapping strategy between them reflects the dynamics and future development direction of the entire communication industry, rather than simply imitation.