移动运营商向OTT收费背后的垄断与创新的交锋–狂言疯语数驳所谓小学生水平的专家–by豪迈(horror)

最近吵的很火热,有专家说”微信就好比是高速上免费行驶的超载大货车”,这是专家说的话?人家没交养路费?没交营业税?

有人说,移动运营商短信,彩信,电话业务收入还有盈利能力出现下滑,都是因为OTT即时通信,在线视频,等业务对传统运营商业务的侵蚀!总不能因为这个就要OTT补贴吧?那为什么因为电话短信的挤压导致写信的人少了,也没见电信运营商去补贴邮政呀!

那是因为技术变革,互联网发展,以及用户的应用场景和使用习惯的变迁导致的。不管是通过宽带的互联网还是所谓的移动互联网,都是建立在先进网络技术基础上,为用户提供优质服务满足用户需求,就好比人们从写信到电话短信彩信,这是因为时效性以及成本等多方面因素的。同样,用户为了追求低成本,快捷以及社交需求,采用微信,QQ,土豆,公开课等。用户并没有免费使用,至少要有流量费,还要有隐私让渡,广告等。所以OTT没有免费使用带宽,也不能因为业务侵蚀就去补贴你。你移动有飞信,联通有沃聊,电信有翼聊,携有大量用户资源,资金背景,不思创新和进取,没能引领移动互联网发展,是有点令人脸红的事情,不能看人家挣钱就眼红吧!

还有说,行业已经发现起来了,补贴点也不会怎么样!说腾讯盈利一百多亿,比联通80亿多不少,那怎么不说移动盈利一千亿啊?人家OTT挣得钱就是天上掉下来的馅饼呀?不是把人家当唐僧肉了吧!说补贴,就好像是当时OTT产业还没有起来时你扶持了人家一样!

居然还有专家说短信收费,微信就应该收费!这是什么逻辑呀?你以为你是小学生刚学会类比呀!你的专业业务知识在哪里?那你怎么不说微信免费,短信也应该免费呀?还论证了半天微信可以收费。吃饱了没事干呀!人家也没说不可以收费呀。商业模式不同,可以通过广告,推广,增值服务多种方式运作,不必非要和你们一样运作吧?同样,美国运营商刚推出电话,短信免费套餐,你咋不学呢!

所以综上,有两点说明:1、不能因为人家赚钱了就让人家补贴;2、不能因为人家创新业务侵蚀了你的传统业务就要人家补贴你!如若再有哪些”专家,教授”用上面两点说事,我就要说脏话了,因为这根本没什么好讨论的。

下面要说的才是需要讨论的,如果所谓的信令占用理论是真的。有人说,微信使用10%的流量,却占用了60%的信道资源,有可能会随着客户增多导致影响移动运营商正式付费电话用户的通话和短信质量,这个才起码算是一个能说的过去的理由啊。

但是,同样问题应该不仅出现在微信一家app身上吧?微博客户端,优酷等视频客户端,新闻客户端,购物app,甚至移动联通电信等运营商自己的即时通讯客户端都存在类似问题。不能只盯着微信占用信令资源吧!

再说一个刚看到的说法,运营商说10%,60%,马化腾说统计错了,除了微信服务器流量,还有由其拉动的外链图片视频等数据流量,完全不会低于占用的信令。如果说,信令与流量不匹配,可以指责微信等OTT,否则完全是无理取闹!

OTT企业带来了数据流量,这也是运营商的新型业务收入。据说某运营商年利润一千多亿,营收四千多亿,利润率可想而知,这是一个正常充分市场竞争行业应该有的利润率吗?而且投资4G的LTE完全可以解决这个问题,而对于正常发展型企业每年会有多少利润要投入扩大再生产?

据专家分析,该利润一千多亿的运营商不是没有收到流量费。而是在既有网络带宽分配下,其流量的大部分要与其他运营商互联互通,也就是要向其他运营商网间结算,也就是流量大了,流量费比例并没有提高。但这不是OTT企业造成的。

最近关于运营商向微信收费,而不提微博,新闻,视频,归根结底,所谓的信令占用无非是为了避免短信彩信话音业务被微信侵蚀,保护传统垄断格局,想依旧舒舒服服赚取高额利润找的冠冕堂皇的理由。估计看清争论本质的,是个人就会脸红吧。

再说一些支持收费的人经常拿来说事的案例吧:

韩国kaotalk事件,韩国政府是颁布了条例”运营商可对异常流量进行控制”,但那是指导性的,并无法律效力。而且因为该法令由于有悖网络中立,并涉嫌保护垄断,一直没有哪家运营商申请执行!

再比如欧美,有运营商提供不限量短信电话只收数据费,也有运营商对OTT打包无限流量套餐,却从没见到通过各种途径施压OTT服务商向用户收费,也没见过向OTT服务商收取数据流量费额外的封口费。(私下觉得有点像过去的土匪拦路收费,或者强制入股)

面对这一问题,有几方面需要考虑:

1、由于移动运营商网络建立之初并没有预料到当前的数据通道和常规通话短信信道抢占问题,因此可以看作是技术遗留问题。可以考虑数据和通话分开,这种方案需要成本,可以作为与OTT合作共建的理由。其实针对这点,完全可以采用4G的LTE技术来规避。

2、由OTT服务提供商技术改进,能否使流量与信道占用相匹配,就是说,10%流量,10%信令。这样他们的流量费就不会过多影响通话质量了。运营商没有任何理由再收费了,如果还说影响那就是你的系统容量问题了!

3、共同解决,那就要合理协商,就怕运营商凭借垄断地位和资源强制高收费。依托行政命令,仗着有个亲爹,让OTT服务提供商不得不燕过拔毛,即便嫌弃贵,也不能获得网络建设许可和牌照自建移动网络。所谓防止重复投入,就导致了只能州官放火,从而不会积极投入。我国之所以互联网发展滞后,资费高,带宽,网速慢,还不是因为专营,垄断,竞争不充分导致的。严重影响基于高速互联网的视频,在线教育,远程医疗等高端服务的发展,为此,谷歌不惜自建高速宽带,以满足其提供更好的服务用户的需求。

2013年4月7日补充,今天看到《财经国家周刊》科技工作室王云辉首发于虎嗅网的《七个问题,厘清微信收费始末》。七个问题:

1、向谁收费?这个关键问题被混淆了;

这个没什么问题,很中肯;

2、中国移动的真正意图是什么?

其中有几句,毫无道理。谈到关于运营商如果收了这笔钱,要花在什么地方时,说“答案是,填窟窿。填微信为运营商带来的收入窟窿和成本窟窿,尤其是成本窟窿…在成本问题上,牵扯到一个关键的问题:网间结算…如同前面故事所讲,中国的网间结算制度,是不论用户如何行为,只要在不同的运营商之间产生流量,都是中国移动要向联通或电信结算费用。这个制度最早是为了用移动业务的高利润补贴固定网络基础建设,后来结算价格有过多次调整,但大的补贴政策一直没变…所以中国移动还要为微信的免费再买一次单。”对此我想问,这是网间结算的不合理。不向联通电信协调,凭什么要腾讯们来补偿。另外,红字的免费,什么时候免费了?

3、用户交了流量费,运营商为什么还要“重复收费”?

4、中国移动挖了个坑,结果把自己给坑了?

3,4也没什么问题。

5、如果腾讯“被收费”,用户会不会也“被收费”?

也是有很大问题的,“如果腾讯“被收费”,用户会不会也“被收费”?这个问题每个人都有不同的看法。从经济学上来讲,企业的成本增加后,必然会转嫁给用户,才能保证自身利益不受损。所以从总量来看,如果被收费,腾讯要么降低自己的利润率,要么只能增加向用户的收费…只要有一个周鸿祎在那虎视眈眈看着,马化腾哪还敢提收费?”

这不是逼迫腾讯们为了保住用户继续赔本运营吗?那电信运营商为什么不能为了保住用户赔本运营吗?说到底还不是他们有垄断资源和优势,有强硬的后台和干爹。

6、腾讯给监管者出了道两难命题

7、政府不出手,事态将如何演变?

6和7我也没什么问题。

下面再说一点最新悟出来的东西,以公路为例,你管我运输什么,我只要依法交养路费,没理由再收别的钱吧?其实里面还隐藏了一个更深的东西,运输或者快递,只收一次通行费。而互联网流量,比如你传给我一个文件,好像你的上传,我的下载都要收费吧?

 

王建宙说,“由腾讯增加的成本大于获得的收入”,各位请看移动2012年财报“2012年,中国移动营收5604亿元,同比增长6.1%;全年净利润达到人民币1293亿元,同比增长2.7%”,我想请问移动这些年,网络建设和运维总共支出成本有多少?均摊下来每年合多少?再问,2012年净利润1293亿,是否已经扣除了建设与运维成本?

 

2013年3月31日17:16by豪迈(horror) 草稿

2013年4月3日17:28by豪迈(horror) 一稿

2013年4月7日21:36by豪迈(horror) 二稿

2013年4月8日20:49by豪迈(horror) 三稿

58 thoughts on “移动运营商向OTT收费背后的垄断与创新的交锋–狂言疯语数驳所谓小学生水平的专家–by豪迈(horror)

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