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Sci-Tech

Strong growth of cloud business among the three major operators

2023-08-28   

Recently, three basic telecommunications companies have successively released performance reports for the first half of 2023. The operating revenue of China Mobile, China Unicom, and China Telecom was 530.7 billion yuan, 191.833 billion yuan, and 260.7 billion yuan, with year-on-year growth of 6.8%, 8.8%, and 7.6%, respectively. Although the growth rate has slightly slowed down compared to the entire year of 2022, it has remained stable overall. In the face of difficulties and challenges such as insufficient effective market demand and complex external environment, achieving such a growth rate is not easy. "said Hu Shiliang, an expert committee member of the Application Innovation Work Committee of the China Internet Association and a senior expert of the China Telecom Research Institute. The financial reports of network infrastructure upgrade operators have always been a barometer for the development of the telecommunications industry. The latest data from the Ministry of Industry and Information Technology shows that from January to July, the cumulative revenue of telecommunications business reached 1005.6 billion yuan, a year-on-year increase of 6.2%, which is basically consistent with the growth rate of operator revenue. Telecom business revenue continues to maintain rapid growth, becoming a key support for empowering economic growth and boosting market confidence, "Hu Shiliang told reporters, thanks to the increasingly improved new infrastructure and continuous optimization of network capabilities. In the first half of the year, China Mobile invested 42.3 billion yuan to build a 5G network, guided by customer demand, and accurately promoted the construction of gigabit broadband networks in different scenarios and regions. The gigabit coverage of households reached 370 million, with a net increase of 110 million households; China Telecom and China Unicom have jointly built over 150000 shared 5G base stations, accelerating the integration of 4G intermediate frequency networks, and working together to create a 4G/5G network with advanced experience, efficiency, and technology. As of the first half of the year, China has accumulated 2.937 million 5G base stations and more than 20.29 million ports with gigabit network service capabilities. A tiered optimized computing power supply system has been preliminarily established, ranking second in the world in terms of computing power scale, with an annual growth rate of nearly 30%. The development of IPv6 continues to deepen, and the dominant position of mobile network IPv6 continues to consolidate, laying a solid foundation for industry development Zhang Li, Deputy Chief Engineer of the Policy and Economic Research Institute of the China Academy of Information and Communication Technology, said. Driven by new technologies such as generative artificial intelligence and large models, the demand for computing power is growing rapidly. To this end, operators have increased their efforts to implement the "East to West Computing" project, and China Telecom has built public intelligent computing centers in Inner Mongolia, Guizhou, Ningxia, and other places to meet various AI application needs. In the first half of the year, a new intelligent computing scale of 1.8 EFLOPS was added, an increase of 62%; China Mobile's data center has the capability to cover all the national "East Digital West Computing" hub nodes, with 478000 available IDC racks and a computing power scale of 9.4EFLOPS, achieving the world's longest distance transmission of 400G all optical network from Zhejiang to Guizhou, covering 5616 kilometers; The scale of China Unicom's racks exceeds 380000, promoting the coverage of Unicom cloud pools in over 200 cities. According to Xiong Xiaoming, an expert at the Strategic Development Research Institute of China Telecom Research Institute, as the national team and main force in the construction of new infrastructure, operators have obvious advantages in developing computing power services. They not only have multi-level and widely covered data centers, but also have rich backbone and metropolitan area network resources. Operators are increasing their spending on computing power, accelerating the upgrading of their infrastructure for fast computing networks, while also focusing on core technologies

Edit:XiaoWanNing Responsible editor:YingLing

Source:Economic Daily

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