[转帖]移动通信与价值链
<p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-bidi-font-size: 10.5pt;">中国移动通信集团公司总裁王建宙 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><chsdate wst="on" isrocdate="False" islunardate="False" day="23" month="4" year="2008"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-bidi-font-size: 10.5pt;">2008</span><span style="FONT-FAMILY: 幼圆; mso-bidi-font-size: 10.5pt;">年<span lang="EN-US">4</span>月<span lang="EN-US">23</span>日</span></chsdate><span style="FONT-FAMILY: 幼圆; mso-bidi-font-size: 10.5pt;"><span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><p> </p></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">引言： <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shapetype id="_x0000_t75" stroked="f" filled="f" path="m@4@5l@4@11@9@11@9@5xe" opreferrelative="t" ospt="75" coordsize="21600,21600"><stroke joinstyle="miter"></stroke><formulas><f eqn="if lineDrawn pixelLineWidth 0"></f><f eqn="sum @0 1 0"></f><f eqn="sum 0 0 @1"></f><f eqn="prod @2 1 2"></f><f eqn="prod @3 21600 pixelWidth"></f><f eqn="prod @3 21600 pixelHeight"></f><f eqn="sum @0 0 1"></f><f eqn="prod @6 1 2"></f><f eqn="prod @7 21600 pixelWidth"></f><f eqn="sum @8 21600 0"></f><f eqn="prod @7 21600 pixelHeight"></f><f eqn="sum @10 21600 0"></f></formulas><path oconnecttype="rect" gradientshapeok="t" oextrusionok="f"></path><lock aspectratio="t" vext="edit"></lock></shapetype><shape id="_x0000_i1025" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">中国移动的增长：用户突破<span lang="EN-US">5</span>亿<span lang="EN-US">6</span>千万 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shape id="_x0000_i1026" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">达沃斯讨论中国移动的发展问题：每个人描述移动通信的未来？ <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">王建宙——手机延伸了人眼睛、耳朵、嘴巴的功能——没有手机的人，就缺少了一部分功能</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">手机已经成为人身体的一部分了 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shape id="_x0000_i1027" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">该<span lang="EN-US">Session Q&A </span>手机可不可能有鼻子的功能？ <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">Sony CEO: </span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">索尼公司已开发出手机动画，表示传播气味功能 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shape id="_x0000_i1028" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">手机功能越来越大，新的技术带来新的功能 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">短信：<span lang="EN-US">2000</span>开始爆炸式发展。<span lang="EN-US">2007</span>年<span lang="EN-US">150</span>亿条。 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">e.g.</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">短信拜年，<span lang="EN-US">150</span>亿条短信<span lang="EN-US">=</span>？张贺年卡？ <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">手机的功能： <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shape id="_x0000_i1029" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">因技术本身：改变人们生活习惯，节约资源； <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shape id="_x0000_i1030" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">因数量而起： <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">e.g 1)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">在广场的人数统计</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">从模糊估算到基本精确推算</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">移动登记用户推算 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">2)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">广州火车站聚集的人数</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">以广州站为圆心，中国移动登记用户<span lang="EN-US">30</span>万 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">3)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">移动推算车速 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shape id="_x0000_i1031" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"> 1980</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">年广州开通移动服务，现<span lang="EN-US">5.6</span>亿户，中国移动<span lang="EN-US">3.9</span>亿户。移动用户会不会增长？ <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">会，而且会有很大的增长。 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><span lang="EN-US"><p></p></span></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">中国移动的增长点——三个驱动力 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">(1)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">新用户的增长； <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shapetype id="_x0000_t75" stroked="f" filled="f" path="m@4@5l@4@11@9@11@9@5xe" opreferrelative="t" ospt="75" coordsize="21600,21600"><stroke joinstyle="miter"></stroke><formulas><f eqn="if lineDrawn pixelLineWidth 0"></f><f eqn="sum @0 1 0"></f><f eqn="sum 0 0 @1"></f><f eqn="prod @2 1 2"></f><f eqn="prod @3 21600 pixelWidth"></f><f eqn="prod @3 21600 pixelHeight"></f><f eqn="sum @0 0 1"></f><f eqn="prod @6 1 2"></f><f eqn="prod @7 21600 pixelWidth"></f><f eqn="sum @8 21600 0"></f><f eqn="prod @7 21600 pixelHeight"></f><f eqn="sum @10 21600 0"></f></formulas><path oconnecttype="rect" gradientshapeok="t" oextrusionok="f"></path><lock aspectratio="t" vext="edit"></lock></shapetype><shape id="_x0000_i1025" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">何时市场会饱和<span lang="EN-US">? <p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">每一个成年人都有手机的时候，市场基本饱和了，在此之前每月以<span lang="EN-US">600-700</span>万速度增长。 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shape id="_x0000_i1026" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">用户增长“三多”（结构发生了很大变化）： <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">1)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">来自农村的用户多；（京沪普及率已<span lang="EN-US">100%</span>） <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">A</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">．<span lang="EN-US">7</span>亿人生活在农村，手机全国普及率<span lang="EN-US">42%</span>，农村是未来市场拓展方向。 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">B</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">．网络的覆盖：农村已覆盖了良好的网络（包括最偏僻的农村）。包括珠峰的覆盖已经完成—世界上最高的基站。<chmetcnv wst="on" tcsc="0" numbertype="1" negative="False" hasspace="False" sourcevalue="5800" unitname="米"><span lang="EN-US">5800</span>米</chmetcnv>、<chmetcnv wst="on" tcsc="0" numbertype="1" negative="False" hasspace="False" sourcevalue="6500" unitname="米"><span lang="EN-US">6500</span>米</chmetcnv>两基站，可为登山者提供移动服务信息；中国移动确保奥运圣火传递实时发送赛事信息 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">C</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">．低价手机已经问世：<span lang="EN-US">20</span>美元<span lang="EN-US">/</span>部 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">2)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">一人多机、一机多卡户增多。目前每个中国移动用户<span lang="EN-US">sim</span>卡有<span lang="EN-US">1.3</span>张卡。 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">3)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">机器到机器的使用增多。<span lang="EN-US">E.g</span>电表中装<span lang="EN-US">sim</span>卡，可随时读取电表数字；取暖系统的遥控；<span lang="EN-US">sim</span>卡嵌入汽车可通电话、汽车制造厂家可随时测数据保护用户权益 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">(2)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">话务量增加：<span lang="EN-US">MOU(minutes of ues) 200</span></span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">480 </span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">日本<span lang="EN-US">140</span>，美国有<span lang="EN-US">800</span>、有<span lang="EN-US">1000</span>的。 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">(3)</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">数据在手机的应用：电话</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">短信</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">其他数据应用：现<span lang="EN-US">25%</span>，且在提升 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">中国移动<span lang="EN-US">10%</span>的用户及<span lang="EN-US">4000</span>万，足以成就一新的产业， <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">e.g.</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">手机音乐，每月<span lang="EN-US">10</span>亿，超过唱片等<span lang="EN-US">&</span>保护音乐版权，共赢 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">彩信<span lang="EN-US">MMS</span>：手机报<span lang="EN-US">3000</span>万，任何一家报纸发行量没有<span lang="EN-US">3000</span>万读者，且现开发了英文版；具有实时性<span lang="EN-US">,<span style="mso-spacerun: yes;"> </span></span>奥运时实时发送最新消息。 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">中国移动的挑战：新技术、竞争对手等等 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><shape id="_x0000_i1027" alt="图片点击可在新窗口打开查看" type="#_x0000_t75" style="WIDTH: 8.25pt; HEIGHT: 8.25pt;"></shape></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">经营模式的挑战——最大的挑战（既不能关上大门、有不能无所作为）创新的挑战： <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">l</span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">电信行业：以使用计费（时间、距离、方式<span lang="EN-US">charge customer</span>） <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">²</span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">移动终端的企业进入运营的范围（手机制造商）最成功</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">RIM research in motion, black berry</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">移动邮件提供系统，已成为全加拿大最好的公司（<span lang="EN-US">1400</span>万用户，<span lang="EN-US">700</span>亿美元）原仅几十亿美元、仅作寻呼机业务，现<span lang="EN-US">P/E 54</span>倍 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">l</span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">互联网：以内容为生，使用基本不要钱，管理比较困难，最主要收入—广告 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">以使用为基础的模式</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">以内容为基础的模式，形成冲击 <span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt;"><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">²</span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">
</span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">移动的互联网化：互联网的<span lang="EN-US">web</span>获取信息，现网络可以将其内容根据手机型号发送内容</span><span lang="EN-US" style="FONT-FAMILY: Wingdings; mso-ascii-font-family: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆; mso-char-type: symbol; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">à</span></span><span lang="EN-US" style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;"><br/></span><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-fareast-font-family: 幼圆;"> </span><span style="FONT-FAMILY: 幼圆; mso-hansi-font-family: 宋体; mso-bidi-font-size: 10.5pt;">移动接入互联网原<span lang="EN-US">WAP</span>技术，移动运营商沦落为管道的危险（更大的挑战） <span lang="EN-US"><p></p></span></span></p> 有原文吗？
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