In 2010, Liu Ruoyi's PCCW took the lead in promoting the second wave of customer expansion in Southeast Asia with 5 million low-end users.

With the launch of the mobile phone deposit and mobile phone donation campaign, PCCW's theONE has become a no-man's land in Southeast Asia, and it has made a good start in the first month, winning millions of new users.

The customized factory price is 799 Hong Kong dollars, a MTK program feature phone, the market price is 999 Hong Kong dollars, if you save 2 years of phone bills, promise to be on the network for more than 3 years, this mobile phone will be given to users in vain.

If you save 1 year of phone bills and promise to be on the network for more than 2 years, this mobile phone will be sold to users for 499 yuan.

Breaking through the ultra-low price of 500 Hong Kong dollars, and the monthly rent of the phone bill is on par with the competition, PCCW's hand directly hit the sore spot of Lion City Telecom, and they are helpless.

Have the heart to keep up with the discount to develop new users, I am afraid that the old users will be unhappy, but the old users are trying to give this discount, they can't afford it, after all, hundreds of millions of users.

A discount of HK$10 is a big expense.

In fact, after the development of 5 million users, the cash flow of a new user will not be affected at all, and a new user will have to spend almost 30 Hong Kong dollars worth of local currency for the smallest package.

In this way, it is 360 Hong Kong dollars in a year, and the mobile phone fee of 360 Hong Kong dollars is 499 Hong Kong dollars in advance, and PCCW can still have 60 Hong Kong dollars left.

As for the pre-deposit for 2 years to get a mobile phone, it seems that at least 720 Hong Kong dollars to get a 799 Hong Kong dollar mobile phone, a loss of 79 Hong Kong dollars, in fact, these customers who have pre-stored for 2 years have higher consumption and more stability, and they are generally considered to be so budget-conscious to get free.

In this way, when they make a call, they don't think too much, a phone call of 2 cents a minute, and an extra 100 minutes a month is only 20 Hong Kong dollars, which is really nothing for the middle class to make so many calls.

Therefore, this plan of PCCW has actually been carefully calculated, just like selling actuarial insurance, only those who sell well, how can there be anything that can be bought.

PCCW's Southeast Asia network has been established, and the cost of calling with or without users is about the same, so this call fee seems to be sent to a mobile phone, but in fact, it is to revitalize the idle bandwidth of the network and become a magic weapon for developing customers.

Such a condition is not available to its biggest competitor, Lion City Telecom, after all, their customers have developed to a certain extent, and the capacity of the network has reached a certain saturation.

If you don't want to grab new users at any cost. Not to mention the opinions of old users, new users also have pressure to expand the network when they come in, which will incur new costs.

This wave of promotion left Lion City Telecom helpless, allowing PCCW's new customers to start a new round of growth at a visible expansion rate.

Now up to 30 million capacity of the network, in the face of this wave of growth there is no pressure, coupled with the Asian economic situation since 2010 to further improve, Southeast Asia here is also better, everyone has a flower in their hands, so there are more and more mobile phone customers.

Low-end customers don't care about the speed of the network, and their GPRS speed is not much faster anyway.

But it's clear to high-end customers that theONE's next-generation WCDMA technology will be much faster, especially for those with HTC G1 phones, which are more than twice as fast as those using CDMA2000 networks.

Therefore, although PCCW has not carried out large-scale promotion in high-end customers, there is still an endless stream of customers who buy HTC G1 to enter the network.

In the eyes of these high-end customers, price is not an issue, the network must be the best and the fastest.

This kind of "tap water" naturally generated high-end customer fans, almost every month as many as four or five hundred thousand, so that PCCW's business department is a little unexpected.

So that the inventory of the HTC G1 almost didn't keep up.

Fortunately, Liu Ruoyi's relationship with HTC is in place, and as soon as the inventory is alarmed, HTC immediately adjusts the delivery priority to meet the needs of PCCW.

This keeps PCCW's high-end mobile phones in Southeast Asia from being out of stock.

When moto and SS company's Android smart phones come out, there will be more room for choice on the market, which will affect the sales of PCCW's HTC G1 custom machine to a certain extent, after all, there are many models, and different gradients have been formed in price.

Around 3,000 Hong Kong dollars, a variety of models began to appear.

Fortunately, HTC had expected it, and the mid-range HTC G1 lite shined after it was taken out, and it was unbeatable at the level of 2000 yuan to 3000 yuan.

Although this model is not powerful enough in terms of specifications, it can match PCCW's current network and surf the Internet quickly, which kills many mobile phones that do not support the new HSPA standard.

With the expansion of scale, HTC's procurement costs have also begun to drop significantly, at the high-end level, HTC's Qualcomm flagship chip model is currently second to none, so its price is at least five to ten percent lower than that of competitors.

Mainly depending on the order situation of friends in Qualcomm, there must be different prices for a one-time order of 500,000 pieces and a one-time order of 5 million pieces.

Now HTC's parts orders are at least three or four million!

The main reason is that the life cycle of electronic products is too short, and everyone is a little unexpected for the sales of HTC G1, from the beginning of 500,000 orders to the current 3 million one-time orders, which are basically calculated according to quarterly sales.

This will lose some of the discount, but it will also be convenient to make a U-turn.

After all, if they are unsalable, these chips will be smashed in their own hands. Qualcomm is not responsible for recycling, even if you haven't opened it!

The goods will not be returned or exchanged!

This is still Liu Ruoyi's investment in the new high-dimensional mobile communication MTK mobile phone has not come out, if this new customized machine comes out, the price has to fall a lot, the future low-end customer competition, Liu Ruoyi has basically been invincible.

At present, the PCCW Southeast Asia network has started the third phase of expansion estimates, will it directly double the capacity to 60 million users in the future, or will it be safe to expand to 40 million or 50 million users?

This issue began to be debated within PCCW.

Because the market in Southeast Asia is not unlimited.

Lion City Telecom has been operating for so long, that is, tens of millions of users, and the total number of users in Asia has only exceeded 100 million, and India and Bangladesh are involved.

Now that PCCW has won more than 10 million users, it is good, but has it squeezed out the market potential?

This question is worth exploring.

After all, in Southeast Asia, with a population of more than 600 million, there are still many poor people, how many people can afford to use mobile phones?

Is it 20 percent, 30 percent, or 40 percent?

Even if a rigorous market research agency comes up with a different percentage of this ratio.

However, Liu Ruoyi is very confident in the future economic development, and also believes that the current 3G network can be upgraded to 4G in the future, so she is not afraid to make a large investment in 3G.

Therefore, Liu Ruoyi supported the expansion plan of 50 million.

Neither radical to direct doubling, nor conservative to small-scale expansion, such a plan can set aside more than a year of development time.

At the current pace of development, it is enough time for PCCW to start a new round of capacity expansion.

The capacity of Southeast Asia has been expanded by 50 million, the local capacity of Xiangjiang has been expanded to 5 million, and the capacity of the treasure island has been expanded to 8 million, and the total network user capacity of PCCW has reached more than 60 million.

For a regional telecom operator, PCCW is quite impressive.

The next step for PCCW is to follow the densely populated regions of Myanmar, Bangladesh, India and Pakistan.

Despite the problems faced in these countries, there is no doubt that these places are densely populated enough to reach tens of millions of other customers.

Of course, high-end customers should not think too much.

There are many telecom operators squeezed into it, and the competition situation is more complicated than in Southeast Asia.

PCCW is still only conducting business deductions, and has not yet made up its mind to enter these markets.

However, according to Liu Ruoyi's plan, these markets will have to break through sooner or later.

This is a huge market with a population of more than one billion, and apart from the mainland, this area has the most potential for development in the world.

In the future, their economic improvement will also create many opportunities.

It's just that this market is indeed quite special, which makes Liu Ruoyi a little undecided.

Take the business unit's Plan A and Plan B and weigh it repeatedly.

Liu Ruoyi didn't make up her mind.

According to the planning of Plan A, it is basically a re-enactment of the Southeast Asian routine, building 3G networks in these places by yourself, and then developing users by yourself and becoming a newcomer to the market.

But Liu Ruoyi knows that the market in these places is not relatively more standardized in Southeast Asia, at least everyone follows the rules of relatively commercial competition.

But in the future, these places will not only be business competition, but also involve many off-board factors that have nothing to do with business in the future.

If it is not solved well, it will be a tragedy of collapse and sinking.

Thinking of this, Liu Ruoyi couldn't help but pick up Plan B, the main point of this plan is to find a local operator to cooperate, unite a big market, and PCCW appears in this operator as an investor.

PCCW's investment supports partners to expand and grow in the market, while PCCW offers its own set of proven user development methods.

At the same time, it is also responsible for the provision of customized mobile phones.

For the other party, this is naturally a good thing. In particular, the party with relatively tight funds hopes to get such cooperation opportunities.

However, Liu Ruoyi will not choose a partner randomly. Most of them choose partners with a good market image, a moderate number of users, and a relatively good partner in terms of planning.

In Plan B, such a partner is hard to find, although it is not none.

The operators in these areas are not half a star worse than the companies in Hong Kong in terms of business operation specifications.

Moreover, the personal efficiency indicators are also very impressive, and the core indicators of per capita sales and per capita profit are almost orders of magnitude worse than those of PCCW Heung Kong and PCCW Southeast Asia!

To be honest, if Liu Ruoyi cooperates with them, she is really worried about being pulled into the water by others.

Therefore, for the development of this market, Liu Ruoyi is still a little undecided.

This investment plan is not small, once the choice is not human, then the money will really go down the drain.

In contrast, Lion City Telecom has also adopted the plan B cooperation scheme, and they have chosen to join forces with India's largest private telecom operator, and Lion City Telecom mainly provides international long-distance telephone services.

Penetrated into the Indian telecom operator market by buying shares of the other party.

From the current point of view, this strategy is still relatively effective, and the invested funds have begun to generate positive cash flow back.

After a long period of deliberation, Liu Ruoyi crossed out the plan of Plan A, and for Plan B, Liu Ruoyi did not approve it, but asked the business department to re-evaluate the cooperation object.

According to Liu Ruoyi's requirements, PCCW will only work with the top three partners in the market.

The business unit needs to comprehensively evaluate the operational efficiency and shareholding structure of the top three in the market, whether the future development strategy is compatible with PCCW, and whether everyone can come together.

Only with this more detailed comparison plan can Liu Ruoyi decide who to cooperate with.

According to Liu Ruoyi's plan, cooperation is the first step, and the second wave is to rely on cooperation to get familiar with the operation of the local market, to see if it will eat the partner, or at least eat more shares of the partner, and have a considerable amount of business development control and income rights.

"Our consultants have come up with the latest consulting report, and according to their recommendations, the Indian company is now one of the top three in the industry, but there are several advantages that we should be aware of. ”

Vivien, as always, is still the role of the strongest assistant. For her, Blue Chip Technology is all a side hustle.

"First, it has a national telecommunications full-service operation license, second, it has the highest per capita monthly consumption of customers, and third, its per capita revenue and per capita profit are the first in the local industry!"

"In addition, in terms of shareholding structure, the company is mainly owned by local wealthy families, and our competitor Lion City Telecom is said to have talked about it, but it did not succeed. ”

"Did you say what the reason was. Liu Ruoyi asked with a frown. The opponent didn't gnaw down, it was a good company that basically didn't run, but if the other party insisted on refusing to cooperate, a good company is also someone else's, and it's useless to say it.

"The report doesn't say why, but I guess it's probably because the two sides didn't agree on the valuation. Vivian really studied the report carefully, not even the one that Liu Ruoyi saw in front of her.

In addition, I have read a lot of relevant analysis reports of the country's telecom operators, and I have a great understanding of the country's business.

Liu Ruoyi nodded, if it was a matter of price, it would be easier to do, although it was inevitable that she would pay more.

But Liu Ruoyi knows that the development of this market is still very early, and there is an opportunity to make money back in the future.

"Let's talk to them, our bottom line can be put on the upper limit of the earnings ratio of the publicly listed stock market of telecom companies in the past two years. Liu Ruoyi thought for a while, and finally made a final decision.

PCCW's Plan B has officially launched its ferocious fangs!