On the eve of the 5G outbreak, will you still choose a 4G mobile phone?
Editor’s note: This article is from WeChat public account “Daily Economic News” (ID :nbdnews), edited by Li Jinghan.
This week (August 16th), the spot of Huawei Mate 20X (5G) will be available. CICC previously stated in the research report that the launch of Huawei also marks the beginning of the commercialization of 5G mobile phones in China.
Image source: Huawei official website
All said that electronic products buy new and do not buy old, coincidentally, the recent major sales platforms have also set off a 4G mobile phone price cut boom, quite clean inventory.
According to the statistics of Tmall platform, more than 30 4G mobile phones have started to cut prices on the platform recently. Among them, China’s P30Pro model price is down 500 yuan, millet 9, vivoX27, Note9 and other popular models to keep up with the pace, down 100-400 yuan. Prior to this, OPPOFindX lowered 1,000 yuan, and glory Magic2 lowered 700 yuan, setting a new low. Overall, mainstream mobile phone brands are down by about 10%, and individual ones are over 30%. It is worth mentioning that Huawei P30Pro, Xiaomi 9, etc., listed only three or four months.
Tmall 4G mobile phone price reduction list (Source: Volkswagen)
According to the Shenzhen Commercial Daily on the 8th, Tmall said that the recent search for “5G mobile phones” in Tmall has turned 27 times. The 5G listing price is lower than expected, which also increases consumer attention. Previously, it was said that the operator’s test used a 5G mobile phone to start at 10,000 yuan, but from the recent price announcements of major mobile phone manufacturers, it is around 5,000 yuan.
The next time, a happyThe troubles are in front of consumers who are ready to change their mobile phones. Is it cheap to buy a 4G mobile phone now, or is it a fresh start to 5G mobile phones?
Industry experts: leaving 4G mobile phone turnaround time only half a year
If consumers go to a physical store to sell, the price they see may be lower than online.
According to the Metropolitan Express, taking Hangzhou Bainaohui Market as an example, the starting price of Huawei P30Pro has dropped to about 4,800 yuan, which is nearly 200 yuan lower than the official price; the price of Mate20Pro topping has dropped from 6,000 yuan to 5,200 yuan.
The iPhone is also reduced in price. Compared with last month, the whole line dropped by 300-500 yuan. Among them, the low-end iPhone 8, 8P, XR and other models have the largest decline, and the better-selling 128GB XR has fallen below 5,000 yuan; the top-equipped Max distance is only one step away from the 10,000 yuan.
According to the public network report, a brand staff said that although this price cut is not directly related to the launch of 5G mobile phones, but because of the expectations of 5G, many consumers who are ready to buy mobile phones turn to wait for 5G mobile phones. And wait and see. In this context, mobile phone sales in the first half of this year decreased by 20% to 30% compared with the same period of last year. Due to inventory and financial pressure, the main purpose of this round of 4G mobile phone price reduction is to digest existing inventory.
According to the Metro Express, a dealer said that this round of price reduction began in 618, and the participating brands are more and more, the strength is getting bigger and bigger, and the model has expanded from the old one to the new one.
The above dealers also said that the most obvious sales growth is Huawei. Many years of loyal iPhone users switched to Huawei, and they purchased P30 and P30Pro, and then changed their homes to the middle and low or glory mobile phones. They basically changed their mobile phones by households and bought several at a time. For the sake of system consistency, some mobile phone users will also purchase Huawei TV, which makes this popular product currently available in the market.
Every time Xiaobian (WeChat: nbdnews) noticed that on July 30th, the Chinese smartphone market released by market research firm Canalys reported in the second quarter of 2019 that all other mobile phone brand shipments fell year-on-year. Next, Huawei shipped 37.3 million smartphones in the second quarter of 2019, more than double the OPPO shipments in the second quarter. The shipments increased by 31% year-on-year and the market share reached 38.2%. According to Canalys, this is the highest market share achieved by all mobile phone brands in the past eight years.
According to Shenzhen Business Daily, “There is still half a year left for the 4G mobile phone turnover period.” Chen Chen, director of Tmall’s mobile phone industry, said that in March next year, 5G mobile phones are expected to drop to the price range of 3000-3500 yuan. Mobile phones will face more pressure.
Domestic mobile phones have been in iPhoNe front
On July 26, Huawei officially released the first commercial 5G mobile phone in Shenzhen, Huawei Mate 20 X (5G), with an official price of 6,199 yuan. On the afternoon of the launch of the new machine, the appointment will be opened omnichannel and will be officially launched on August 16. As of 18:00 on August 11, Huawei official website data shows that nearly 300,000 people have booked new mobile phones.
Image source: Huawei official website
On August 5, ZTE also officially launched the first 5G mobile phone Axon 10 Pro 5G version, and sold it nationwide on the same day, priced at 4,999 yuan.
In addition, Xiaomi, OPPO, vivo, and one plus will set the launch and launch time of 5G mobile phones in the third quarter of this year. Vivo has clearly announced that its sub-brand iQOO mobile phone will officially release iQOO Pro 5G version in Beijing on August 22.
It is worth mentioning that Apple has not disclosed the new iPhone release plan, and this year it will not launch 5G mobile phones. From this point of view, domestic mobile phones have taken the lead.
China Gold Corporation said in its research report that Huawei’s launch also marks the beginning of commercialization of 5G mobile phones in China. Intelligent terminals such as AR/VR, wireless headsets and IoT hardware will also benefit from 5G landing, which will be consumed. The electronics industry chain has brought a new round of development dividends.
Image Source: CICC
CICC believes that the penetration rate of 5G mobile phones will continue to increase this year and next. It is expected that in the neutral scenario, shipments of 5G mobile phones will reach 5 million, 95 million and 260 million units respectively in 2019-2021. With the global 5G construction and terminal speed increase, the penetration of 5G mobile phones will have a chance to exceed expectations.
Source: Zhongjin Company
In the capital market, the hype surrounding the 5G mobile phone industry chain has begun. Every small series (micro-signal: nbdnews) as of August 9 (last Friday), among which Huawei’s suppliers with better performances This year’s increase was 94%, and Hudian shares have risen 160% this year.
Image Source: CICC
5G base station construction needs to keep up
According to the International Finance News, Li Lin (pseudonym) is the first batch of early adopters of 5G mobile phones. He said that in addition to a 5G logo printed on the back, the 5G mobile phone looks different from the 4G version. “Before the 5G experimental network, I experienced this mobile phone. The speed of downloading movies and watching videos is really fast. It takes only a few seconds to download a 2G movie. But now I don’t feel much difference, the top right of the phone. The angle shows the 4G signal.”
At present, users can’t feel the advantages of 5G mobile phones, mainly because the construction of 5G base stations has not kept up.
According to the data released by the Beijing Communications Administration, as of the end of July, China Railway Tower Corporation has completed the delivery of 7863 5G base stations in Beijing; the data released by the Shanghai Economic and Information Committee shows that as of June, Shanghai has built 5G base stations. More than 3,000; data released by the Guangdong Provincial Department of Industry and Information Technology show that as of the end of June, Guangzhou and Shenzhen have completed the opening of 5,500 base stations and 3,777 base stations.
In Shanghai, for example, the local target was to build 10,000 5G base stations in 2019. Now that the time is over half, the task has not yet been completed.
The development of 5G services will also be an important driving force for domestic operators to increase revenue in the future. On August 8, as the largest operator in China, the semi-annual report handed over by China Mobile has rarely experienced the simultaneous decline in revenue and net profit. China Mobile explained that as the traditional communication service market tends to be saturated, the traffic dividends will quickly fade away. Simply relying on traditional factor inputs to drive performance growth is unsustainable, the industry as a whole shows negative growth, and the company’s revenue and profitability are also greatly affected.pressure. China Mobile also plans to build more than 50,000 5G base stations nationwide during the year to achieve 5G commercial services in more than 50 cities.
In addition, both China Mobile and China Telecom offer 5G free experience activities for users who purchase 5G mobile phones in formal channels from August to September, giving them free 5G traffic, including 100GB per month and up to 1Gbps (gigabit). 5G rate experience.