How to break through the bottleneck of growth in the information and communication industry
2025-06-27
At the recently held 2025 Shanghai Mobile World Congress, finding new growth paths for the information and communication industry has become a hot topic. Whether it is emerging fields with good growth momentum or cutting-edge fields favored by the industry chain, the information and communication industry is the foundation. The active search for new growth points in the information and communication industry is not only of great significance to the industry itself, but also injects new momentum into the development of the digital economy and the real economy. The situation of incremental growth without income increase in the information and communication industry has been going on for many years. In the first four months of this year, the total amount of telecommunications services calculated based on last year's unchanged prices increased by 8.2% year-on-year, but the revenue growth of telecommunications services was only 1% year-on-year. The reason for this phenomenon is that the basic communication market has been saturated, the dividend of user growth has peaked, and the change of consumption habits has led to the continuous decline of traditional voice and SMS business revenue, and the growth of Internet traffic is also slowing. At the same time, fierce price competition has led to a decrease in average tariffs and further compression of profit margins. The investment in infrastructure such as 5G is huge, but the return cycle is long, and its role in driving industry profits in the short term is limited. A mature market does not mean there are no new growth points. From the data in 2024, it can be seen that on the basis of stable traditional telecommunications business, the proportion of emerging business revenue mainly composed of cloud computing, big data, Internet of Things, data centers, etc. has risen to a quarter, contributing 78% to the growth of telecommunications business revenue. Digital consumption and smart homes have become important new consumption scenarios, and artificial intelligence technology brings new opportunities for development. The acceleration of global digital transformation and the increasing proportion of digital economy have created vast demand space for the information and communication industry. Technological innovation is the core engine that breaks through the game. The convergence of mobile communication and the Internet has brought about mobile Internet, which has pushed the information and communication industry into the traffic era. Users' demand for traditional voice and short messages has shrunk, and the demand for traffic has increased. This is not a simple habit change, but the result of technology iteration. It can be seen that the key to breaking the saturated traditional market is to introduce new technologies, stimulate new scenarios, and cultivate new habits. For example, new scenarios such as low altitude economy and AI intelligent agents that are highly regarded by the industry, if they can be commercialized on a large scale, will mean huge increments for the information and communication industry. Expanding market demand is the breakthrough point for growth. The traditional consumer market is already saturated, so we need to look for new directions. From a personal perspective, emerging professional groups such as food delivery riders and anchors have significantly higher demand for calls and traffic than ordinary users. The rural market is currently an important potential market, and new scenarios such as e-sports, smart glasses, smart gaming, and high-speed rail office have put forward new requirements for the information and communication industry; From an industry perspective, vertical industry applications still need to be deeply cultivated, and the application boundaries in fields such as healthcare and education can still be expanded. By seizing these new scenarios and unleashing more new demands, the information and communication industry is expected to find new growth points. Optimizing the industrial ecosystem is the foundation of development. As a typical integrated industry, the information and communication industry cannot work in isolation and needs to break down barriers between enterprises, industries, and scenarios. For example, hardware manufacturers, Internet enterprises and operators form a collaborative model of "technology+content+terminal". Each institute can not only improve the user experience, but also promote new business models through resource integration. The information and communication industry is an important frontier industry, always at the core of global technological development in technological iteration, application innovation, and industrial transformation. This also means that a single enterprise cannot independently support technological research and innovation, and only cooperation can achieve win-win results. Improving service quality is the 'moat' to retain users. As the basic communication market approaches saturation, users' demand for communication services shifts from "usable" to "easy to use", and they pay more attention to service experience such as network stability, fault response speed, and package transparency. Relying solely on price advantages is difficult to maintain user loyalty. For example, food delivery riders rely on highly reliable calls, while hosts urgently need low latency networks. Once the service quality fluctuates, these users are easily lost. Enterprises should rely on technologies such as artificial intelligence and big data to continuously optimize their network infrastructure, achieve precise and personalized services, and enhance user experience. The stable period of the information and communication industry is not a period of stagnant growth, but a period of transformation in the growth mode. When the industry shifts from scale expansion to value creation, from technology driven to demand driven, new growth points will continue to emerge in the process of infrastructure upgrading, technological integration and innovation, and industrial ecological reconstruction, driving the information and communication industry to achieve qualitative breakthroughs in stable development, reshaping growth momentum and competitive landscape. (New Society)
Edit:He Chuanning Responsible editor:Su Suiyue
Source:ECONOMIC DAILY
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