In the morning news of January 8 (Sang Ju), if there is no accident, this should be the first big order in 2013. For telecom equipment manufacturers in the cold wind, everyone wants to grab this golden wool . However, judging from the latest progress of the bidding, the result was a shock to the industry.
It is not China Mobile, which has a wealth of money, that extends a warm hand to the equipment manufacturers, but China Unicom, which has been tightening its belts for life. According to people familiar with the matter, the centralized purchase of packet transmission equipment for China Unicom, which was officially launched last month, has already achieved initial results in 2013. "At present, the group company has preliminarily defined the rankings of the winning bidders, but the final result still needs to integrate the statistics of the provincial branches, which is expected to be released soon."
In the bidding involving Huawei, ZTE, FiberHome, Shanghai Bell and Wafer New Century (Cisco Systems): Huawei ranked first, ZTE ranked second, Fiberhome followed closely, and Cisco ranked fourth among the four companies. All have gained; and Shanghai Bell is out of regret due to high business factors.
Tender
In May of last year, China Unicom carried out the first round of IPRAN equipment acquisition: purchasing 5000 terminals of core convergence layer equipment and 50,000 terminals of access layer equipment, and performing base station grouping upgrade for 123 local networks and 125 cities. This will be The world's largest IPRAN network. China Unicom has prepared a budget of 3 billion yuan for this centralized procurement, but due to the substantial price reduction of manufacturers, it only cost 1.3 billion yuan in the end.
In 2012, the centralized procurement just ended, and China Unicom started non-stop centralized procurement in 2013: a total of 256 local networks were involved, the core aggregation layer equipment was bid for 5,610, and the edge access layer equipment was 80,300. In 2013, the technical standards and network construction plan of centralized mining follow the regulations of centralized mining in 2012, and no changes will be made. The 3 + 2 mode is still used, that is, the core layer uses IPRAN, and the access layer equipment does not limit IPRAN and PTN.
Changing the slow pace of the past, Unicom's move has quite caught the industry's attention. However, experts from the China Telecom Post and Telecommunications Consulting and Design Institute gave this answer: "Over half a year of existing network applications have helped us accumulate a large amount of network construction experience and demand for existing networks. The network construction period is longer, the delivery is slower, and it lags behind the rhythm of the current network. So this time, Unicom decided to start the centralized collection of packet transmission equipment in 2013 as soon as possible to build a superior network foundation for 3G and the upcoming LTE. "
"The scale of this gathering is almost twice that of 2012, mainly including two parts: new construction and expansion. New construction is mainly concentrated in some third and fourth tier cities, and expansion is mainly in the first and second tier cities that have been deployed since 2012." The person familiar with the matter said, "Many provinces this time are reported by new demand, but landed in the form of expansion."
Change
After this collection, the scale of China Unicom ’s IPRAN network will reach 130,000, which basically covers large, medium and small cities in China. This means that the era of equipment vendors ’“ grabbing territory â€is over, and the profit margin is relatively high. High upgrade and expansion stage.
However, judging from the process disclosed so far, there are still some changes between several major equipment manufacturers. The biggest change is the outsourcing of Shanghai Bell and the shortcomings of Cisco. "Shanghai Bell has a very strong product and technology accumulation in the IP field. Optical transmission and IP are also the strengths of the entire Alcatel-Lucent. The outgoing caused by this high business factor will have a large impact on Shanghai Bell." The industry pointed out that.
Compared with the upper shell, Cisco's shortcomings made the industry even more amazing. In the 2012 centralized procurement, due to the poor business and customization capabilities, Cisco did not qualify for the final centralized procurement, but this time Cisco used a completely different strategy. "Among business factors, Cisco and domestic manufacturers offer similar prices, and local offers are even lower than domestic manufacturers." The person familiar with the situation pointed out.
"Cisco has fully learned the lessons of last year. This time it is very pragmatic. However, Cisco's problem is not just to lower the business standard, but how to re-determine the domestic carrier-grade market. China maintains a balanced price system. "The person said," Cisco has been pursuing a high business strategy in recent years, and this centralized procurement may also be a signal of a change in Cisco's overall market strategy. "
But this is ultimately a local change, and the overall market structure has been determined. Huawei and ZTE accounted for 50% and 38% of the market share of IPRAN in 2012 respectively; although the final results of this gathering have not yet been announced, these two companies will firmly occupy most of the territory .
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