Glory people told the Securities Daily that 5g mobile phone is not so much expected to change the decline of the mobile phone market in the first quarter as the market itself will break out in 2020.
5g mobile phones go on the market
On the morning of February 26, He Gang, President of Huaweis consumer mobile phone product line, tweeted: the price that many friends care about is coming! 16999 yuan! Huaweis new generation of folding screen mobile phones Huawei matexes will open an appointment at 10:08 today!
At 10:08 that day, Huaweis matexes opened on time. Although the price was as high as 16999 yuan, according to the reporter of Securities Daily from Huawei mall, as of 11:00 a.m. on February 28, Huaweis matexes had more than 400000 bookings.
Although the prevention and control of the epidemic has not been relaxed, Huawei and other companies have released 5g mobile phones one after another, and the battle for 5g mobile phone market has begun in this very cold special period.
At 3:00 p.m. on February 24, Sony officially released the 5g new Xperia; at 5:00 p.m., realm moved the x50pro conference originally planned to be held in mwc2020 to Barcelona for online global release; at 9:00 p.m., Huawei released a new generation of folding screen 5g mobile matexs.
After that, the company released the 5g mobile phone glory v30pro, and then the new generation 5g flagship machine iqoo3, a subsidiary brand of vivo, also officially appeared.
It is worth mentioning that on February 26, Qualcomm, the worlds leading semiconductor and wireless technology solution provider, revealed that 12 equipment manufacturers and brands have decided to adopt their Xiaolong 865 mobile processing platform to launch 5g smart phones this year.
According to the latest data of China Academy of communications, affected by the epidemic prevention and control and the Spring Festival, the shipment volume of domestic smart phones in January 2020 dropped by 36.6% year on year, and since June 2019, the shipment volume of domestic mobile phone market has dropped for eight consecutive months year on year.
Although the first quarter data is not very optimistic, the industry still believes that 2020 will be the year of 5g mobile phones.
Some institutions believe that with the acceleration of the resumption of work and production, the impact of the epidemic on Chinas mobile phone demand in 2020 is gradually clear. Although the first quarter of the mobile phone market shipments fell significantly, and then will be driven by 5g replacement quarter by quarter.
The market potential of 5g mobile phones is huge. This year is the period of large-scale construction of 5g base station, honorable people told Securities Daily. In addition, with the abundance of 5g products, the price range of 5g mobile phones will be expanded. For example, glory may have 5g in the whole series. Therefore, there will be a large-scale 5g switching trend.
More than 60% of 5g concept stocks are expected to enjoy performance
At the same time that mobile phone enterprises speed up the layout of 5g mobile phone market, 5g network construction in China is also speeding up. An important prerequisite for 5g mobile phone market is how to build 5g network.
The honorary also mentioned that some consumers currently hold a wait-and-see attitude towards 5g. First of all, 5g network is not popularized, most of which are concentrated in some areas of first tier cities. Secondly, the 5g mobile phone scheme is not mature. At present, in addition to Huawei mate305g and glory V30 series, the 5g dual-mode all Netcom mobile phones are mostly single-mode 5g mobile phones. According to the Ministry of industry and information technology, 5g mobile phones in the near NSA mode will not be able to access the Internet from 2020.
In fact, under the epidemic situation, it is more difficult for 5g construction, but the three major operators are speeding up.
Recently, the Ministry of industry and information technology held a teleconference to accelerate the promotion of 5g development and do a good job in the resumption of production of information and communication industry. Immediately, the three major operators made a collective statement that the goal of 5g construction and development remained unchanged, and 5g construction and resumption should be fully deployed.
Relevant people of China Unicom told the Securities Daily that they would speed up the construction of 5g and do a good combined fist of 5g back to work. Ensure that the 5g construction target is not lowered. In the first half of the year, we will complete the 5g construction tasks set by Guangdong, Zhejiang, Jiangsu and the co construction of cities. In the third quarter, we will complete the national construction tasks.
According to the 5g construction of the three major operators, 5g signal will be fully covered in the main first tier cities by the end of the second quarter of this year, and by the end of this year, 5g signal may cover major cities in the country.
Affected by this, 5g concept stocks in the capital market are also quite hot. According to wind data, the 5g application index has risen 31.06% on average year to date, while the Shanghai index has risen - 1.22% over the same period.
According to the statistics of tonghuashun, the reporter of Securities Daily said that of the 148 5g concept stocks that issued the performance forecast, 91 of them had the performance forecast, accounting for more than 60%; 29 companies expected to double their performance. Xinyisheng, Hongbo, Huichang communication and other companies are expected to see a significant increase in performance.
Among them, Wentai technology expects the highest increase in net profit. According to the report, the company expects to achieve a net profit attributable to the parent of 1.25-1.5 billion yuan in 2019, an increase of 1949% - 2358% year on year. The reason for the significant increase in performance is mainly due to the companys communication business optimized the customer structure in 2018, which has achieved a strong growth in the shipment volume of domestic and international first-line brand customers, and at the same time, it has increased the production capacity of India and Indonesia factories, carried out global layout, and achieved localized delivery.
Anxin Securities said that with the coming of 5g switching tide, the customized demand of terminal manufacturers and operators around the world continues to increase, bringing more increment to the business of Wentai technology.