JX移动公司物联网业务发展战略研究
摘要
从 2017年以来，云计算、移动互联网、人工智能、大数据等技术飞速发展，而以
通信服务作为主要业务的通信运营商逐步陷入业务瓶颈期，业务增长点逐步由传统业务
转向物联网业务。社会对通信服务的需求从语音和流量转向了智能服务和数据服务，物
联网成为通信运营商需要大力发展的业务，这对通信运营商转型升级提出了更高的要求。
JX移动公司作为国内某电信运营商的江西分公司，该公司的物联网业务主要在母
公司的统一安排下进行，物联网业务主要为向客户销售物联网卡实现提供网络连接服务，
并据此获得网络流量收入。虽然物联网业务的用户数迅速增长，但用户份额仍旧远远低
于移动业务的用户份额，在整个集团内部，该省分公司的物联网业务用户份额也低于平
均水平。抓住物联网业务发展机遇，做大物联网连接规模，提升物联网业务用户份额，
是 JX移动公司的当务之急。
本文采用战略管理的理论对 JX移动公司物联网业务的发展进行战略研究。首先通
过调研发现 JX移动公司物联网业务发展的现状及发展过程中存在的问题，主要有：决
策机制落后、缺乏统筹规划、产业生态零散和关键能力缺乏。针对 JX移动公司物联网
业务发展现状，本文采用 PEST分析、波特五力分析和 SWOT分析，对 JX公司物联网
业务发展进行战略分析。最后根据 JX移动公司物联网业务发展定位进行战略制定，并
提出针对性的战略实施措施和保障措施。
关键词：运营商；物联网；战略
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ABSTRACT
ABSTRACT
Since 2017, with the rapid development of cloud computing, mobile Internet, big data,
artificial intelligence and other technologies, the development of traditional business of
communication operators has gradually entered a bottleneck period, and the business growth
point has gradually shifted from traditional business to IoT business. The consumption
demand of Chinese people in communication service has changed from simple traffic and
voice communication to data and intelligent application service. The IoT business has become
the future business development direction of communication operators. This trend not only
puts forward better requirements for the business strategies of communication operators, but
also becomes the inevitable strategy for communication operators to choose business
transformation and upgrading.
As the Jiangxi branch of a domestic telecom operator, JX Mobile's IoT business is
mainly carried out under the unified arrangement of the parent company. The IoT business
mainly provides network connection service for selling IoT cards to customers and obtains
network traffic income accordingly. Although the number of users of the IoT business is
growing rapidly, the user share is still far below that of the mobile business. Within the whole
group, the user share of the IoT business of the provincial branch is also below the average
level. It is the top priority of JX Mobile to seize the development opportunities of the IoT
business, expand the scale of IoT connection and increase the share of users of IoT business.
This thesis adopts the theory of strategic management to conduct strategic research on
the development of IoT business of JX Mobile Company. First of all, the current situation of
IoT business development of JX Mobile Company and the existing problems in the
development process are found through the investigation, which mainly include: backward
decision-making mechanism, lack of overall planning, scattered industrial ecology and lack of
key capabilities. In view of the development status of the IoT business of JX Mobile Company,
this thesis adopts PEST analysis, Porter's five forces analysis and SWOT analysis to make
strategic analysis on the development of the IoT business of JX Company. Finally, according
to the development orientation of the IoT business of JX Mobile, the strategy is formulated,
and targeted strategy implementation measures and safeguard measures are put forward.
Key Words: Operators; IoT; Strategy
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JX移动公司物联网业务发展战略研究
目录
1绪论.............................................................................................................................. 1
1.1研究背景与意义............................................................................................... 1
1.1.1研究背景................................................................................................ 1
1.1.2研究意义................................................................................................ 2
1.2国内外研究现状............................................................................................... 3
1.2.1物联网产业链发展现状........................................................................ 3
1.2.2运营商在物联网发展的定位................................................................ 3
1.3研究内容、方法和技术路线........................................................................... 4
1.3.1研究内容................................................................................................ 4
1.3.2研究方法................................................................................................ 4
1.3.3研究技术路线........................................................................................ 5
2基本概念与理论基础.................................................................................................. 6
2.1基本概念........................................................................................................... 6
2.1.1物联网的概念及产业链........................................................................ 6
2.1.2物联网发展新态势................................................................................ 7
2.2理论基础........................................................................................................... 8
2.2.1战略管理理论........................................................................................ 8
2.2.2战略分析工具........................................................................................ 9
3 JX移动公司物联网业务环境分析 .......................................................................... 12
3.1 PEST宏观环境分析....................................................................................... 12
3.1.1物联网政策解读.................................................................................. 12
3.1.2经济发展态势良好.............................................................................. 12
3.1.3社会对物联网需求旺盛...................................................................... 14
3.1.4物联网技术发展环境.......................................................................... 15
3.2产业环境分析................................................................................................. 17
3.2.1下游客户议价能力差异化加剧竞争.................................................. 17
3.2.2供应链厂商议价能力正逐步增强...................................................... 17
3.2.3潜在竞争者突出威胁市场份额.......................................................... 18
3.2.4替代优势集中于新兴欧亿·体育（中国）有限公司.................................................................. 18
3.2.5欧亿·体育（中国）有限公司内现有竞争激烈.......................................................................... 19
3.3竞争环境分析................................................................................................. 19
3.3.1市场机遇和挑战.................................................................................. 19
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。。。以下略