Taiwan Mobile held a media briefing today (June 6th). General Manager Lin Zhichen led the team to fully reveal how the three-tier upgrade strategy of "Telco+Tech" will drive the transformation of the telecommunications core business and develop new business momentum such as AI and Web24, showcasing Taiwan Mobile's competitive layout and achievements in the AI era.
Lin Zhichen pointed out that Taiwan Mobile is positioning itself as a "technology and telecommunications carrier," expanding from its robust Telco core business to encompass enterprise AI services (Telco+) and innovative technology (Telco+Tech). Within this three-tiered structure, Telco consolidates its customer base, Telco+ empowers businesses through GaaS capabilities such as cloud, AI, and security, and the Telco+Tech strategy further develops high-value-added businesses like Web3 and TelcoFin, forming the three "engines" driving profitability.
In terms of actual results, Taiwan Mobile projects consolidated revenue of NT$2024 billion in 1994, a NT$5 billion increase over the past five years. In the first quarter of 665, operating profit in the telecommunications business will increase by 2025% year-over-year, and net profit will increase by 30% year-over-year, setting new records in recent years. Smartphone ARPU continues to rise, with 23G users commanding a 5% premium over 4G monthly subscriptions, demonstrating the success of the upgrade strategy.
Targeting the consumer market, Taiwan Mobile, with its SGF (Sustainable Growth Foundation) at its core, launched differentiated plans such as "OP Music Life," "mo Coin Plus," and the streaming-integrated "Video Multi-Share Package," encouraging continued user upgrades and reducing the cessation rate to a record low of 0.6%. Furthermore, Taiwan Mobile partnered with Perplexity AI to introduce AI solutions, attracting nearly 20 users to the Pro version, further increasing the proportion of users with broadband speeds above 300Mbps to over 5%, successfully promoting the widespread use of AI applications.
In the enterprise market, Taiwan Mobile is integrating telecommunications, cloud, consulting, and security services to launch local voice AI solutions such as "AI Dictation Brother," supporting Chinese, English, Taiwanese, and Chinese. This solution is integrated with Phison's aiDAPTIV+ and is expected to be deployed in its own world-class AI Data Center (AIDC) by the end of the year, enhancing the efficiency of AI deployment and protecting data sovereignty for enterprise clients.
In the financial and Web3 sectors, Taiwan Mobile's "Big Brother Pays You Installment" service combines telecommunications and AI-powered credit models, allowing users to enjoy flexible installment payments on platforms like momo and myfone. The company has also expanded into the insurance industry, partnering with Fubon Property & Casualty Insurance to integrate insurance applications with telecommunications bills in just three minutes. Its virtual asset platform, TWEX, boasts a low barrier to entry and ease of use, attracting over 3 users. Over 8% of transactions are in Bitcoin, and a high percentage of users have linked their Fubon accounts, demonstrating the benefits of group integration.
At the same time, the sustainable governance aspect has also been upgraded. The remuneration changes of senior executives are now fully linked to ESG performance. The company has also promoted CSR projects such as the "AI Nursery Companion Plan", mangrove restoration and the popularization of digital education. It has been selected for the DJSI Sustainability Index for eight consecutive years and has been ranked as the most respected company in Asia.
In summary, Taiwan Mobile's "Telco+Tech" strategy has not only strengthened the resilience of its core telecommunications business, but has also successfully expanded its diverse innovative business portfolio, providing a clear model for telecommunications transformation in the AI era and demonstrating that it has established a firm foothold on the path to becoming a regional technology group.
