2012年临近尾声,回顾一年来产业发展,基本面上呈现出冰火两重天的局面。一方面运营商和设备商利润不断下滑,另一方面终端和业务则蓬勃发展,核战争和操作系统三国争霸不断上演,IT支撑和云计算也不断落地前行。这一切都预示着ICT产业进入关键阶段,一场后移动互联网时代的变革大潮已经到来。运营商重压之下艰难前行美国次贷危机以及欧债危机以来,国际宏观经济形式严峻,国内宏观经济也陷入两难困境。宏观经济上的困难也直接影响到人们在通信上的开支,用户对话费等方面的支出会更加敏感,运营商的收入大幅下降。运营商面临的困难还不仅仅是收入上的减少。自2008年中国开展3G业务以来,三家运营商均在大力拓展3G市场,竞争激烈。而激烈的竞争使得各家均不得不投入更大的人力与财力对网络、终端、市场等各方面进行部署和优化,使得运营商的运营成本不断攀升,进 Towards the end of 2012, reviewing the industrial development over the past year, the fundamentals have shown a mixed picture. On the one hand, the profit of operators and equipment providers is constantly declining. On the other hand, terminals and businesses are thriving. Nuclear war and operating system hegemony continue to unfold. IT support and cloud computing are constantly on the move. All this indicates that the ICT industry has reached a critical stage. A wave of change in the post-mobile Internet era has arrived. Under the heavy pressure of carriers, the difficult international mortgage crisis and the debt crisis in Europe have caused the international macroeconomic situation to be harsh and the domestic macroeconomy also plunged into dilemma. Macroeconomic difficulties also directly affect people’s spending on communications. Spending on user fees and other charges will be more sensitive and operators’ revenues will drop significantly. The difficulties operators face are not just the drop in revenue. Since China launched 3G business in 2008, all three operators are vigorously expanding the 3G market with fierce competition. The fierce competition has forced everybody to devote more manpower and financial resources to deploy and optimize networks, terminals, markets and other aspects, making the operating costs of operators continue to rise.