The team of virtual operators is constantly expanding.
It is reported that China Telecom has finalized the third batch of virtual operation partners in recent days. Among the ten companies, there are many manufacturing giants such as Foxconn, Lenovo and Hisense.
As part of the “11-screen 3 network 2 cloud†transformation plan, Foxconn has already shown its ambitions before the telecom industry. After obtaining the license to operate the 4G frequency band in Taiwan last October, it won the fourth largest mobile operation in Taiwan in May this year. 14. Asia Pacific Telecom's 14.99% stake.
For this application in the mainland, Zou Xueyong, secretary general of China Virtual Operator Industry Alliance, said that Foxconn's intention is mainly based on mobile information services, including mobile life, office work, etc., which may be developed in the future. According to its introduction, Foxconn is currently applying for a license in the name of a mobile internet company in Shenzhen.
Behind the license application
"Mobile Internet may be the key layout direction of Foxconn in the mainland market." Zou Xueyong said.
Previously, Foxconn insiders expressed Foxconn's layout on the mobile Internet, providing a complete mobile Internet solution and one-stop service for industry and enterprise applications, including private cloud, industry application mall, and industry application APP. , industry custom terminals, operator tariff packages, capital logistics platforms, etc.
However, according to people close to Foxconn, the application for the virtual operator license is largely based on its flaws in the Internet of Things and other markets. Guo Taiming, CEO of Foxconn Technology Group, recently proposed the "11-screen 3 network 2 cloud plan" at the shareholders' meeting. Among them, the "3 network" in the development plan of Hon Hai's future vision growth refers to the Internet, the Internet of Things and the smart grid.
In fact, one thing Foxconn is doing at the moment is a bit like the "millet box" mode, which is to open the Internet (Internet of Things) portal through the terminal, and terminal manufacturing is Foxconn's previous strengths. At present, these terminals require large amounts of real-time data as the basis for content and service provision. Through the application for telecommunications licenses and a series of integrations, Foxconn has the opportunity to become the most complete provider of complete solutions, another success. The mode of transforming business.
In the previous year, the relevant investment of Foxconn Network was mainly concentrated in Taiwan.
In May of this year, Foxconn's company, Guosheng Electronics, subscribed for the private placement of Taiwan's fourth-largest telecom operator, Asia-Pacific Telecom, for NT$11.6 billion, becoming the largest single shareholder of Asia-Pacific Telecom. In addition, the company will also merge with Asia Pacific Telecom in a 100% share swap. After the completion of the share swap, Asia Pacific Telecom will continue to operate as a “survival companyâ€. Industry insiders commented that as a new entrant in the telecom market, Foxconn has acquired 4G spectrum from scratch, but it will take time to build a complete 4G network from scratch, and the existing operators can greatly shorten the entry competition. time.
For the mainland market, it is unlikely that policy factors will directly invest in the telecommunications industry. Even with a virtual carrier license, Zou Xueyong said that he could apply for a foreign company and find a suitable company as a partner.
Evolutionary path
The layout on the network is just one step in Foxconn's transformation.
At this year's shareholders meeting, Guo Taiming made it clear that he will focus on "11 screens, 3 nets, 2 clouds", which include mobile phones, tablets, NB, PC, portable TV, traditional TV, educational flats, flat-panel TVs, and new ones. Electric cars, robots and wearable devices. Foxconn's plan is to build BIG DATA (Big Data) through the "three networks" series of 11 screens in the future.
In the past, as a foundry of the Apple iPhone and other star products, Foxconn has always been a foundry. Foxconn’s earnings report released in May this year showed that its revenue in the first quarter of this year was NT$883.48 billion, up 9% from NT$809 billion in the same period last year; net profit was NT$19.83 billion, compared with 163.5 in the same period last year. NT$100 million increased by 21%. Hon Hai’s unexpected earnings in the first quarter were closely related to the strong demand for Apple’s iPhone.
In order to get rid of the dependence on a single product, Foxconn began to initiate the transformation plan in 2012.
It is understood that the company has already undertaken orders for Xiaomi, Huawei and Amazon's mobile phone Firephone. Foxconn also plans to design and market the BlackBerry that has been assembled with its distributors in India and Indonesia. This move is also interpreted as Foxconn's value. The biggest step in the chain upstream.
In addition, Foxconn also launched its own brand of mobile phone accessories called Coverbank and Bluetooth headset called Candyard. But perhaps to avoid competing with customers, it has repeatedly denied the intention to manufacture its own branded mobile phones. However, whether it was the "Rui Xia" TV set that had previously cooperated with Sharp, or the recent launch of the "InFocus" mobile phone with the US company InFocus, they all adopted a joint venture model of equity.
Guo Taiming emphasized that Hon Hai is still in the adjustment stage. It is expected that between 2015 and 2017, Hon Hai will appear as a structural and technical company. He promised that Hon Hai will continue to grow in the next few years, and the kinetic energy that he leads will not come from a single product customer, but the growth induced by a comprehensive structural transformation.
Judging from the information at the shareholders' meeting, Hon Hai will actively deploy "11 screens, 3 networks, 2 clouds" this year, and transform from technology manufacturing to technology services industry in combination with physical business and virtual platforms. "The hardware brand war of the past will be transformed into an ecosystem war." Guo Taiming said.
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