In fact, Guo Mingji, an analyst at Tianfeng international, made similar predictions in his latest report. He said the market consensus is that 5g mobile phone penetration will significantly increase to 35 u2013 45% in 2021 (compared to 15 u2013 20% in 2020).
However, under the rapid decline of 5g mobile phone price, brands can only increase bargaining pressure on parts to offset the rising cost of 5g mobile phones, so most parts suppliers have not benefited from the increase of 5g penetration rate.
He believes that the U.S. ban on Huaweis mobile phones will slow down the upgrading of some parts specifications, which will increase the downward risk due to the increased bargaining pressure.
According to previous reports, according to the news of the upstream mobile phone industry chain, the fierce competition among 5g chip suppliers has further lowered the price of 5g chip, which also enables mobile phone manufacturers to launch more affordable entry-level models.
As the worlds largest smartphone market, the price of 5g smartphones in Chinas mobile phone market has fallen faster than originally estimated.
5g model with high cost performance will become the key factor to win the mobile phone market share in the second half of the year.
Source: fast technology editor: Liu Fei_ NBJS10390