(Economic Observation) China's mobile phone market is picking up, 5G mobile phones are intensively listed
China News Agency, Beijing, April 17 (Reporter Liu Yuying) Recently, the Chinese market has released new models of 5G mobile phones intensively, and various manufacturers are preempting the layout for possible "retaliatory consumption".
This week, OPPO, Huawei's glory, and OnePlus have all released new 5G phones. The Huawei P40, which was released globally in March, held a press conference for the Chinese market last week. In February and March, more than 10 manufacturers using Qualcomm Snapdragon 865 chips all released 5G mobile phones.
Due to the occurrence of the epidemic, from January to February, the Chinese mobile phone market experienced a cliff-like decline, with shipments falling by 44% year-on-year. With the accelerated resumption of production, China's mobile phone market shipped 21.76 million units in March, a year-on-year decrease of 23.3%, but a substantial increase from the previous month, which was 3.4 times that of 6.384 million units in February.
Regarding the market heat, Zhang Yang, an analyst of Zhongcheng Think Tank, believes that the current mobile phone market has not picked up, but it has begun to pick up. Before the epidemic, many manufacturers delayed the release of new machines. Now that the quarantine measures are lifted, manufacturers release new models as soon as possible.
Yu Chengdong, CEO of Huawei ’s consumer business, said that the Chinese market is recovering quickly. Huawei ’s mobile phone sales began to recover quickly from the end of February to early March, and achieved very good growth in March.
5G is undoubtedly the driving force behind the recovery of the mobile phone market. The acceleration of China's 5G network construction is one of the reasons for attracting consumers to purchase machines.
According to data from the China Information and Communication Research Institute, in March, the shipments of 5G mobile phones reached 6.215 million units, an increase of 162% from the previous month, setting a new monthly sales volume.
Zhang Yang predicts that in the second and third quarters of this year, especially during the "618", "Double 11" and "Double 12" e-commerce carnival, 5G mobile phones are expected to usher in a small sales peak.
Compared with the previous high-end and flagship phones, which are more than 5,000 yuan (RMB, the same below), the price of 5G mobile phones is dropping. The Honor 30 series just released, the price is between 2999 yuan and 5499 yuan; OPPO Ace2 is priced between 3999 yuan and 4599 yuan; OnePlus 8 series is between 3999 yuan and 5999 yuan.
Zhong Xinlong, a researcher at CCID think tank informatization and software industry research institute, said that from the perspective of the released 5G mobile phones, the functions are being differentiated. OPPO's Ace2 released this week is a game mobile phone for mobile game enthusiasts. Meet the needs of the game. In the future, there may be mobile phones for different users, such as female users, and consumers may have more than one 5G mobile phone.
Zhong Xinlong said that compared with the 4G era, the competition of 5G mobile phones will be more fierce, and it is expected that intensive research and development will survive. For example, vivo and Samsung cooperate to develop 5G chips to meet different needs of users. Xiaomi has also invested in a number of chip companies with the intention of building a full industrial chain.
At present, the market tends to pick up, and manufacturers also go all out. But whether growth can be achieved throughout the year depends on the speed of 5G mobile phone penetration.
In the 4G era, the popularity of 4G mobile phones has benefited from thousands of yuan. Wu Hequan, an academician of the Chinese Academy of Engineering, previously said that 5G mobile phones are still relatively expensive.
Zhong Xinlong said that in terms of the price distribution of 5G mobile phones, high-end phones above 4,000 yuan, mid-range phones from 2,000 yuan to 4,000 yuan, and low-end phones below 2,000 yuan. At present, the price of 5G mobile phones is generally above the mid-range. The reason is that mobile phone production is a scale effect. As the output is higher, the marginal cost is lower, and the entire cost will be reduced.
The industry predicts that with the intensification of competition in the entire market, low-end models will appear next year. However, there is news that if the market is hot, this year it is expected to launch 5G mobile phones under 2,000 yuan. (Finish)