Many people in the industry believe that in the current 5G mobile phone is still “selling”, thousands of people booking 5G packages are based on a pre-judgment mentality for the future, and those who actually step into use may need to be in quantity. Make a discount.

Editor’s note: This article is from WeChat public account “CV Intelligence” (ID: CVAI2019), author: Zhang Xue, editor: Zhang Lijuan.

The 11th holiday just passed, and the news that “China’s 5G package reservations have exceeded 10 million” has set off a wave of climax in the industry.

Whether it is insiders, the general public, or industry observers, this number is full of surprises. After all, in most people, 5G is still beyond reach.

The fact is that in China, the sales of 5G mobile phones have been tepid, and even the total sales in the first nine months were less than one million. On the other hand, the 5G package subscription users who have not yet specified the specific content have reached tens of millions. And it continues to rise.

This is less than one, showing both the user’s desire and curiosity about 5G, and the fact that most people are still in a wait-and-see attitude.

The number of 5G package appointments has soared and exceeded tens of millions

According to the data released by the official operators of the three major operators, as of 9:30 am on October 9, the number of 5G appointments of China’s three major operators has exceeded 10 million, compared to the evening of September 30, 2019. At 8 o’clock, the number of users over 5.3 million has increased by 88% during the short National Day holiday.

Specifically, on September 30, China Mobile has made 3.88 million appointments, and the other two operators have more than 700,000 subscribers to make appointments.

Today, the number of 5G subscribers of China Mobile, China Unicom and China Telecom reached 5,922,600, 203,300 and 2,078,400 respectively. It can be seen that the number of reservations made by China Mobile in the early 5G has exceeded the sum of the other two.

It is worth mentioning that, starting from September 21, China Mobile took the lead in opening an appointment for the 5G package. According to the official statement, the detailed charges for the package will be announced in October, followed by China on September 29th. Unicom and China Telecom have also launched 5G package appointments. The number of people making appointments is still increasing rapidly.

The 5G reservation package for each of the three is:

China Telecom: Users who have a telecom network age of 3 years and above enjoy a 30% discount, and the network age is less than 3 years and the new network users enjoy a 20% discount. Successful users can enjoy a 6-month discount on packages for up to 6 months before December 25, 2019.Select the exclusive purchase right for the number.

China Mobile: Users who are 5 years old or above can enjoy 30% discount on China Mobile 5G package, and users under 5 years can enjoy 20% discount. After receiving the new and old users, you can enjoy a 30% discount/20% discount on 5G package fees for 6 consecutive months from the next month when you order China Mobile’s national unified 5G package.

China Unicom: 30% discount for users aged 3 years and above, 20% discount for users under 3 years of age and new network users. After the user has successfully made an appointment, they can enjoy the 5G package discount for 6 consecutive months from the next month of ordering China Unicom’s national unified 5G package.

Industry analysts said that the operator’s 5G package is difficult to get in one step. The first package is only to catch up with new people. The 4G package has been similar. However, when the 4G package is launched, it can be “no card change”. “Do not change the number” / “Do not change the package” with 4G, 5G is difficult to open to all 4G users without restrictions, and some 4G packages are too cheap.

In addition, in terms of CV intelligence, China Mobile can still have the upper hand in the number of 5G packages, which is inseparable from its 4G user base.

The latest data shows that as of August, China Mobile’s 4G customers reached 746 million, while China Telecom and China Unicom’s 4G users were 272 million and 248 million, respectively, only 520 million. Looking at this ratio, the number of 5G subscribers is still normal, but it also shows that 5G is difficult to break the existing pattern of the three major operators.

In addition, China Mobile started the 5G appointment earlier than the other two, which is also a factor in the number of subscribers.

CV Intelligence interviewed some of the users who subscribed to the 5G package. Most of them said that they bought the 5G mobile phone before they decided to make a reservation, but there are also a few people who said that although they have not purchased a 5G mobile phone, this year There are plans to buy a 5G mobile phone, so make an appointment in advance.

Through the actual experience, CV Intelligence found that booking a 5G package does not require excessive certification, just one click on the appointment interface. It is not difficult to speculate that among the nearly ten million subscribers, there are also many hunters. After all, the appointment does not mean that you must upgrade.

There are people in the industry who also said that the three major operators have launched the 5G package in advance to promote the competition in the 5G era. Although the 5G package is still unknown, the number of reserved users will become a kind of “spur” to prompt operators to officially launch the 5G package as soon as possible.

Real 5G users or far below the booking amount

In fact, starting in August, the three major operators began to provide a two-month “5G user free experience program.” At that time, the industry speculated that the 5G official package should be launched at the end of September and officially commercialized in October. But for now, the 5G official package is not coming.

The commercial timetable for the 5G package is rumored to be in the middle and late October, but the specific time has not yet