波士顿为某电信企业制作：战略咨询报告完整版report1--p143
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China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
45034-05-Interim-14Dec99-TZD-gx-SHI
-6-
LOCAL ACCESS BUSINESS
Principles: • Be very focused in local deployment, targeting priority business areas only • Emphasize broadband to the customer, using FTTB and LMDS where logical • Seek strong local market share, especially in new data services growth areas • Differentiate from China Telecom by superior services, quality, responsiveness - Build strong local team to enable fast service response - Emphasize “end to end” network ownership and management Assumptions: • SH, BJ, GZ, and SZ business districts as targets for the near term - These account for the vast majority of business telecom demand - Need to set specific estimates for timing and sequence of deployment • Assume that CNC will have access to key city ROW, such as subway systems • Will need specific assumptions about the ease and cost of hooking up buildings • Assume that primary emphasis will be on FTTB, but that LMDS can play an important role, especially in initial deployment and in secondary cities • Will need specific assumptions about timing of adding secondary cities
Discuss the specific next steps in two key areas: • How to finalize and endorse the overall CNC business model • How to move forward with the refined financials, organization design, and the plan for implementation
Strategic principles and key assumptions will be considered in the following aspects CNC shareholders Backbone business Local access business International gateway business Regulatory strategy Competitive strategy Marketing strategy
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
45034-05-Interim-14Dec99-TZD-gx-SHI
-5-
BACKBONE BUSINESS
Principles: • Target advanced backbone among 15 key cities in Eastern China; start with 2 cores from shareholders but quickly build own network • Use backbone for a variety of wholesale and retail voice and data services • Maintain the leading edge IP/packet network, both for technological superiority and to fulfill shareholder mission • Maintain the best cost position, using ROWs, purchasing clout, right technology • Build reserve capacity/conduit to deter others
-3-
KEY CNC STRATEGIC PRINCIPLES
The objective of these principles is to provide further clarity in the development and evaluation of the CNC business model These will be revisited and refined as the project progresses • Our development of business models will seek to be aligned with the principles
45034-05-Interim-14Dec99-TZD-gx-SHI
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
-2-
源自文库
CONTENT
Key strategic principles
CHINA NETCOM BUSINESS PLAN UPDATE
December 14, 1999 - Beijing
45034-05-Interim-14Dec99-TZD-gx-SHI
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
-1-
TODAY‟S OBJECTIVES
Review the overall analysis of regulation, competition, and market development • Discuss the specific implications for CNC strategy Review the specific draft business models for CNC • How we might attack the business, carrier, and IDD/DLD markets • What key trade-offs we need to make • What are the key success factors and assumptions? Discuss the initial economics of these business models, and of CNC overall
Assumptions: • The costs of construction and ROW will be the majority of new network costs - virtually all of the network will use MOR or SARFT right of way • Network will be IP or packet in nature • Deployment plan will keep costs low, build out quickly, and create good position - lay large number of conduits in one time - later fill, light up, and color fiber strands - lease out conduit/fiber/bandwidth to maximize return (utilization)
45034-05-Interim-14Dec99-TZD-gx-SHI
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
-4-
CNC SHAREHOLDERS
Principles: • Leverage shareholders‟ concerted vision in creating a new generation IP broadband communication infrastructure and a profitable, successful company • Leverage shareholders‟ existing backbone assets, local access assets, research capabilities and local government relationships to secure time-to-market and create competitive advantage • Set a model of a new type of “SOE”, as efficient as the best of the FIE/private companies; beat shareholders‟ expectations by delivering high return Assumptions: • CAS: strong interest in seeing CNC successful and profitable quickly, stands ready for favorable regulatory influence and research support; wants opportunities for networking R&D • MOR and SARFT: extensive backbone and access assets and ROW main focus on using MOR for right of way, helping them participate in telecom will not use SARFT local CATV in the near term, but they are a key user of the backbone · Leverage CATV‟s city backbone MOR will continue to favor CNC over Unicom, provided CNC meets the expectation as a profit center for MOR • Shanghai Municipal Gov't: Eager to make Shanghai as China‟s test ground for building hightech infrastructure (e.g. the integration of telecom, CATV, Internet) in particular, testing HFC to deliver broadband internet one issue: SPT and ATT JV; how to handle?
Regulatory overview
Market overview
Competition overview
Business models
Next steps
45034-05-Interim-14Dec99-TZD-gx-SHI
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
45034-05-Interim-14Dec99-TZD-gx-SHI
-6-
LOCAL ACCESS BUSINESS
Principles: • Be very focused in local deployment, targeting priority business areas only • Emphasize broadband to the customer, using FTTB and LMDS where logical • Seek strong local market share, especially in new data services growth areas • Differentiate from China Telecom by superior services, quality, responsiveness - Build strong local team to enable fast service response - Emphasize “end to end” network ownership and management Assumptions: • SH, BJ, GZ, and SZ business districts as targets for the near term - These account for the vast majority of business telecom demand - Need to set specific estimates for timing and sequence of deployment • Assume that CNC will have access to key city ROW, such as subway systems • Will need specific assumptions about the ease and cost of hooking up buildings • Assume that primary emphasis will be on FTTB, but that LMDS can play an important role, especially in initial deployment and in secondary cities • Will need specific assumptions about timing of adding secondary cities
Discuss the specific next steps in two key areas: • How to finalize and endorse the overall CNC business model • How to move forward with the refined financials, organization design, and the plan for implementation
Strategic principles and key assumptions will be considered in the following aspects CNC shareholders Backbone business Local access business International gateway business Regulatory strategy Competitive strategy Marketing strategy
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
45034-05-Interim-14Dec99-TZD-gx-SHI
-5-
BACKBONE BUSINESS
Principles: • Target advanced backbone among 15 key cities in Eastern China; start with 2 cores from shareholders but quickly build own network • Use backbone for a variety of wholesale and retail voice and data services • Maintain the leading edge IP/packet network, both for technological superiority and to fulfill shareholder mission • Maintain the best cost position, using ROWs, purchasing clout, right technology • Build reserve capacity/conduit to deter others
-3-
KEY CNC STRATEGIC PRINCIPLES
The objective of these principles is to provide further clarity in the development and evaluation of the CNC business model These will be revisited and refined as the project progresses • Our development of business models will seek to be aligned with the principles
45034-05-Interim-14Dec99-TZD-gx-SHI
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
-2-
源自文库
CONTENT
Key strategic principles
CHINA NETCOM BUSINESS PLAN UPDATE
December 14, 1999 - Beijing
45034-05-Interim-14Dec99-TZD-gx-SHI
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
-1-
TODAY‟S OBJECTIVES
Review the overall analysis of regulation, competition, and market development • Discuss the specific implications for CNC strategy Review the specific draft business models for CNC • How we might attack the business, carrier, and IDD/DLD markets • What key trade-offs we need to make • What are the key success factors and assumptions? Discuss the initial economics of these business models, and of CNC overall
Assumptions: • The costs of construction and ROW will be the majority of new network costs - virtually all of the network will use MOR or SARFT right of way • Network will be IP or packet in nature • Deployment plan will keep costs low, build out quickly, and create good position - lay large number of conduits in one time - later fill, light up, and color fiber strands - lease out conduit/fiber/bandwidth to maximize return (utilization)
45034-05-Interim-14Dec99-TZD-gx-SHI
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--
-4-
CNC SHAREHOLDERS
Principles: • Leverage shareholders‟ concerted vision in creating a new generation IP broadband communication infrastructure and a profitable, successful company • Leverage shareholders‟ existing backbone assets, local access assets, research capabilities and local government relationships to secure time-to-market and create competitive advantage • Set a model of a new type of “SOE”, as efficient as the best of the FIE/private companies; beat shareholders‟ expectations by delivering high return Assumptions: • CAS: strong interest in seeing CNC successful and profitable quickly, stands ready for favorable regulatory influence and research support; wants opportunities for networking R&D • MOR and SARFT: extensive backbone and access assets and ROW main focus on using MOR for right of way, helping them participate in telecom will not use SARFT local CATV in the near term, but they are a key user of the backbone · Leverage CATV‟s city backbone MOR will continue to favor CNC over Unicom, provided CNC meets the expectation as a profit center for MOR • Shanghai Municipal Gov't: Eager to make Shanghai as China‟s test ground for building hightech infrastructure (e.g. the integration of telecom, CATV, Internet) in particular, testing HFC to deliver broadband internet one issue: SPT and ATT JV; how to handle?
Regulatory overview
Market overview
Competition overview
Business models
Next steps
45034-05-Interim-14Dec99-TZD-gx-SHI
China Netcom - The Boston Consulting Group --Confidential--Destroy by Shredding--