In-depth review: The ideal and reality of triple play

The triple play New Deal has officially been introduced for more than two years. At the end of last year, a second list of triple play cities was introduced. There are already 54 triple play pilot cities and regions in the country. Judging from the written language of government policies, the triple play is steadily advancing. However, reality is a completely different situation. According to its own logic, it is continuously developing and changing, and the ideals and realities of government policies have shown great differences. Regardless of how nice the slogans are, the most important substantive content of the New Trinity Inclusion New Deal is to promote the two-way entry of telecommunications and radio and television. However, since the implementation of the Tri-Network Convergence pilot New Deal, the promotion of two-way entry has failed to achieve a fundamental breakthrough.

Before the implementation of the triple play, the telecommunications industry has fully realized integration with the Internet. The telecommunications operators are the only operators of the Internet infrastructure. However, telecommunications have made very little progress in video services. They have independently made IPTV services or OTT TV services to become telecommunications. Policy requirements.

After many rounds of games, telecommunications have lost the right to independent development of IPTV in the triple play solution, and broadcast control platforms have been formally controlled by broadcasting and television. Of course, telecommunications did not release Internet services for radio and television, nor did it liberalize telecommunication services.

Because Radio and TV officially has the right to watch IPTV broadcast control, SARFT has made new deployments to IPTV broadcasting and control under the triple play, trying to establish a national unified IPTV broadcast control system led by CNTV and local radio and television (TV stations). However, the market chose BesTV, and CNTV and SARFT's policies were in turmoil and they had to use administrative means to interfere. Even so, with broadcast control rights and interest income, under the premise of ensuring their own policies and interests, the broadcasting and TV industry has started to officially release IPTV. IPTV will develop rapidly in the next few years, and IPTV users will account for more than half of the world's total users. In circumstances where industry barriers cannot be eliminated, compromised IPTV may be one of the few remaining successes of triple play.

Another "fruitful result" of the triple play integration of the New Deal is the establishment of a cable national network. Two years later, the State Grid listing is still in the mean. What can be ascertained now is that the financial sector will not invest 100 billion yuan. At this time, the radio and television network is basically still in the decentralized state of the four-tier office. Network integration, digital integration, NGB strategy, network transformation, BOSS construction, marketization reform are the keywords of the cable network, and they are still in the pre-stage preparation for marketization. . The market size of the radio and television network is one-tenth of the telecommunications network, which is scattered and weak. For a wired network, its own network has not realized the entire network and the two-way transformation has not yet been completed. The demand for triple play is not strong. Even if telecommunications were opened up, wired networks could not quickly advance Internet access. Wired State Grid is difficult to list. After the listing, integration, network construction, and marketization operations are almost an insurmountable high mountain. How quickly has passed the history of telecommunications in the past 20 years? Can the State Grid successfully become the fourth operator? key.

Losing the right to broadcast control of IPTV, telecommunications disappointed but still steadfastly promoted IPTV. On the other hand, fiber-to-the-home has been substantially launched and broadband speed has been greatly improved. In the second half of 2011, it suddenly encountered the broadband anti-monopoly investigation by the National Development and Reform Commission, which led to the double speed of broadband over the country. The entry of telecommunication broadband optical network and the acceleration of large-scale acceleration of the gap in the broadcasting and television network have also reduced the physical bandwidth advantages of the coaxial cable of the broadcasting and television network, and the probability of the broadcasting and TV network turning to the Internet basic network operator has further decreased.

Generally speaking, the new policy of integration of the triple play network is destined to be a silent outcome from the date when the plan was established. Telecom cannot enter radio and television, and radio and television cannot and cannot enter telecommunications.

In addition to the goal of the triple play policy, broadcasting, telecommunications and the Internet continue to advance according to their own market logic. From the end of the networking industry and video sites, Internet TV began to surface, and the SARFT quickly issued regulatory policies in an effort to place video sites and connected terminal industries under the leadership of broadcasting and television, and maintain the broadcasting and TV industry on Internet TV. The dominance.

However, this new thing is technically and commercially difficult to contain.

Another trend worth noticing in the triple play that is outside the policy is that China Mobile, which has been frustrated with 3G and the Internet, has frequently extended its olive branch to the radio and television. China Mobile is prepared to participate in the China Communications Broadcasting Corporation's CMMB, preparing to participate in the soon-to-be-established cable national network, bundle up broadband business packages such as broadband, mobile phones, and television with local cable networks, and establish a joint venture with CCTV to establish a Chinese mobile TV station. Telecommunications and broadcasting, which cannot be padded by policies, have continued to approach the market.