According to the previous statistics of China Academy of information and communication, 24 5g mobile phones have been launched in the domestic market from January to November 2019, with speed and quantity exceeding the industrys expectation.
Wu Qiang, global sales president of oppo: we have chosen to release at this time point, mainly including product, software debugging and hardware. So far, we are ready.
The recent intensive release is just the beginning. Many mobile phone manufacturers say they will fully bet 5g in 2020.
In terms of price, at the beginning of 5g commercial launch in July 2019, the price of 5g mobile phone is still around 56000 yuan, and the lowest price is only 1999 yuan. According to the forecast of China Mobile, the price of 5g mobile phone is likely to go down to 1000-1500 yuan in the fourth quarter of 2020.
Lu Weibing, vice president of Xiaomi group: the purpose is to speed up the popularization of 5g mobile phones. At present, 5g mobile phones cost a lot more than 4G mobile phones. When we sell it to 1999 yuan, the cost pressure is also great, but we believe that the only way to reduce the cost of 5g mobile phones is to scale quickly.
The continuous downward exploration of 5g mobile phone price has also raised the markets expectation for the growth of 5g mobile phone shipments. Although in the first 11 months of 2019, 5g mobile phones accounted for only 2.33% of the total domestic smart phone shipments, the sales of 5g mobile phones showed a significant accelerated growth trend, with a 103.5% month on month growth in November.
Zhang Wei, general manager of Shenzhen Suning e-commerce (10.260,0.15,1.48%) consumer electronics company: in August, after the first 5g mobile phone in China was sold in Suning, the sales of 5g mobile phones in the second half of the year increased rapidly, especially during the double 11 period, the sales of 5g mobile phones in Suning increased by 459% month on month.
According to IDC, a market research organization, the global shipments of 5g smart phones will reach 190 million in 2020, accounting for 14% of the total shipments of smart phones, far more than the first year of 4G shipments, that is, 1.3% in 2010.
Wu Qiang, global sales president of oppo: in the first half of 2020, the sales of 5g smart phones in China should account for more than 20%, and by the second half of 2020, it is expected to exceed 50%. In the whole year, the sales volume of 5g smart phone terminals will reach 150 million to 170 million.
4G mobile phones open for de stocking
Major manufacturers focus on the release of 5g new aircraft, will this affect the existing 4G model sales in the market? What is the consumers willingness to buy 5g mobile phones?
With the intensive launch of 5g mobile phones, the de stocking of 4G mobile phones has become the marketing focus of major mobile phone manufacturers. In particular, by the end of the year and the beginning of the year, the sales strength of major brands in 4G mobile phones has been increased again. Many mobile phones are subsidized with old for new, and the preferential activities and discount prices launched by stores are more attractive.
Mr. Chen, a shopping guide at a Suning store in Shenzhen, said that compared with 5g mobile phones, the discount on 4G mobile phones would be a little larger. For example, when a mobile phone went on the market in April last year, it was 3598 yuan, and the price was adjusted three times. By January 1 this year, the price had dropped to 2598 yuan.
Mai Xiaomei, manager of oppos Shenzhen super flagship store, said that opporeno2z sold 2299 yuan before, and now the preferential price is 2099 yuan. Many customers will choose to buy some more favorable 4G mobile phones with higher sexual price.
Wu Qiang, global sales president of oppo: in 2020, 4G and 5g products will co-exist in the market, so the sales proportion of 4G products will gradually reduce, but not that kind of cliff like instant switching.
According to the connectivity and mobile trend report released by Deloitte, 67% of the surveyed users said that they would choose to buy a mobile phone once it is compatible with 5g network, and 16% of the surveyed users said that the next mobile phone would choose to have 5g function.
But many consumers also said that most 5g mobile phones on the market are still on the high side, and the price of 5g package is much more expensive than the mainstream 4G package on the market. In addition, they cant experience the real 5g network speed after buying 5g mobile phones, which will lead them to still choose 4G mobile phones as the first choice for switching.
5g era coming
The mobile phone market in 2019 can be said to have both opportunities and challenges. On the one hand, 5g business officially launched, with the opportunity to overtake in the corner; on the other hand, the shipment volume of smart phones is still not optimistic. In such a market environment, mobile phone manufacturers playing methods have also changed.
In a mobile phone flagship store in Nanshan District, Shenzhen, in addition to the latest 5g mobile phone and folding screen mobile phone, the reporter also saw a number of Internet of things hardware products such as smart speakers, wireless headphones, smart locks, etc.
The experience consultant of Huaweis global flagship store, Vientiane world, said that the products are basically in various ranges, such as tablet, computer, TV, IOT (Internet of things), smart home and other products. A lot of people buy a whole set of new houses when they are decorating or changing furniture.
In 2019, Huawei officially announced the 1 + 8 + n strategy. 1 refers to mobile phones, 8 including eight major businesses such as tablet and TV, while n includes mobile office, smart home and other sectors. In fact, it has become a consensus to build a platform ecosystem centered on mobile phones, and the advent of 5g era urges major mobile phone manufacturers to speed up the layout.
Xiaomi Shenzhen Yijing Center Store Manager Pang Zhenhai said that the 5G network speed is relatively fast, and the delay rate has also been reduced, which can improve the response speed. Last year, millet stores sold more than 300 ecological products, compared with more than 500 this year.
The Internet of things business has brought rich performance returns to related companies. The third quarter report of Xiaomi group in 2019 shows that the number of IOT devices (excluding smart phones and laptops) connected to Xiaomi IOT platform has reached 213 million, a year-on-year increase of 62%; part of the income of Xiaomi IOT and consumer products is 15.6 billion yuan, a year-on-year increase of 44.4%.
Zhang Wei, general manager of Shenzhen Suning e-commerce Consumer Electronics Co., Ltd.: according to Suning big data, the growth of smart home products is very prominent in 2019, for example, smart TV accounts for 95% of the whole TV industry; the overall growth of smart door locks is more than 500%; and the growth of smart speakers is 600%.
The industry believes that the main reason for mobile phone manufacturers to add codes to the Internet of things business is that the whole market environment is in a cold winter, and everyone must find new revenue points. On the one hand, it can enhance the stickiness of users who use the mobile phone brand; on the other hand, it can increase enterprise revenue by forming platform ecosystem. Yan Guicheng, chief analyst of communication industry of CSCI (31.310,0.91,2.99%): it is absolutely the general trend. There are some statistics. In 2020, the total number of connections in China (including the number of connections between people and things) should exceed 5 billion. The total number of users of the three operators is about 1.6 billion, and it is possible that in the future, each of them will have 5 to 10 connections. Source: editor in charge of China News Network: Chen Hequn, nb12679
The industry believes that the main reason for mobile phone manufacturers to add codes to the Internet of things business is that the whole market environment is in a cold winter, and everyone must find new revenue points. On the one hand, it can enhance the stickiness of users who use the mobile phone brand; on the other hand, it can increase enterprise revenue by forming platform ecosystem.
Yan Guicheng, chief analyst of communication industry of CSCI (31.310,0.91,2.99%): it is absolutely the general trend. There are some statistics. In 2020, the total number of connections in China (including the number of connections between people and things) should exceed 5 billion. The total number of users of the three operators is about 1.6 billion, and it is possible that in the future, each of them will have 5 to 10 connections.