"Changing class without stopping" with demand for flat TV sets, sales will usher in another spring?

Sino-Singapore Jingwei Client, March 13 (Zhao Jiaran) Recently, the Beijing Municipal Education Commission and the Shandong Provincial Department of Education have spread rumors about the news that "the start date of the school has been determined" and said that the start time of the school still depends on the epidemic situation. This means that “suspended classes and continued school” will continue, and with the increasing use of online lessons, tablets and TVs as distance learning tools have become just the needs of many families.

The reporter from Sino-Singapore Jingwei found that recently, the popular flat-panel products on multiple home appliance platforms have been sold out, and major TV manufacturers have also prominently promoted the concept of "educational television" and provided various services such as resource integration for online courses. Affected by the epidemic, are flat-panel TVs and TVs that have not sold well in recent years "turning over"?

Online lesson with fire tablet and TV, eye protection and battery life just need

Guo Xiao, who has resumed work for two weeks, broke his heart for his son's online lesson. "The child is in the third grade now, and we have reported him some enlightenment courses in the training institution, but sometimes he shows the child a video on his mobile phone, and he always plays the game secretly, and the adult ca n’t do the supervision all the time. Watching the small screen is definitely not good for the eyes. "

Due to the inconvenience of installing learning applications in the TV at home, and the tablet has been idle for many years, running slowly, Guo Xiao decided to purchase a tablet specifically for children to learn online lessons. "In fact, we haven't used a tablet for a long time. Mobile phones can meet most of the needs. This time, buying a tablet for children requires long battery life and a large screen. There are not many other functions required."

Similar to the situation of Guo Xiao, many families have recently demanded devices such as tablets and televisions because of “suspended classes and non-suspended schools”, and some manufacturers have “medicated the right medicines” to launch or improve the product's online education-related functions.

The reporter of Sino-Singapore Jingwei learned from a Gome appliance in Beijing that almost all brands of TVs come with an education system included in the Android system. Users can find course videos classified by subject and textbook version for each grade from the corresponding interface, some of which are only To try the version, you need to recharge online to watch the full version.

According to the sales staff, at present, each TV brand has set up an education section in its own system to provide students with online teaching videos and fun knowledge, aerobics videos and other content. In addition, some brands have launched products with anti-blue light screen and eye protection as their selling points, and their prices are relatively high.

Photo of Zhao Jingran, Xin Jingwei of the TV prototype displayed in the mall

Talking about the recent offline sales situation, the staff said that during the epidemic, there was a noticeable decrease in customer traffic in offline stores. The TV prices in offline stores were usually the same or even more favorable than the online prices. Some consumers chose to buy products while discounting. Pick up when needed. At present, home delivery services for large appliances such as televisions have also resumed.

In an electronics store in Beijing, the sales staff told the reporter that there were a lot of customers who came to buy tablets recently. Most of them were for online lessons for children. Some models of tablets were out of stock. Sales staff said that when buying a tablet for their children, parents usually do not have high requirements for hardware such as memory and processors, and are more concerned about their screen size and whether they have eye protection.

The reporter of Zhongxin Jingwei noted that some brands of tablets are equipped with eye protection function and child mode. While paying attention to protecting eyesight, it is also convenient for parents to monitor and protect their children's use time and browsing content.

Flat prototype display photo by Zhao Jiaran of Zhongxin Jingwei

Hot items in e-commerce market are sold out

Compared with offline channels, the market position of tablet and TV on e-commerce platforms is more dominant. It is understood that when some businesses sell tablets on the e-commerce platform, the online lesson at home has been the main function, and the slogans include "Choose me for online lessons", "Don't hurt your eyes when learning", and "two in one online lessons".

E-commerce platform screenshot

Zhongxin Jingwei reporters inquired at Tmall's Huawei flagship store that the Huawei Tablet M610.8-inch version in the column of popular products has been sold out and it has shown that monthly sales have exceeded 15,000 units; monthly sales of MatePad Pro and M6 are also different. More than 10,000 and 6,000 units. In the buyer's message, many consumers said that the purchase of tablets is specifically for children to use online classes.

In addition, Apple's official website states that the new iPad will ship in about 3-4 weeks; according to media reports, Apple has requested that the latest version of the iPad be increased by 20% in the first half of this year. And Xiaomi's official website, Xiaomi Tablet 4, 4 plus and other popular products are also shown out of stock.

The market for colored wires has also launched corresponding services for the needs of online courses. The e-commerce platform Suning Tesco has product categories such as education TV and eye protection TV in the "Eye Care Education Zone". It recommends smart TV products such as Hisense, Skyworth, Konka and other brands to users, and is equipped with education VIP monthly cards and online schools. Free gifts for members, eye protection lamps, etc. Some products emphasized the features of eye protection and the function of screen projection on mobile phones during promotion, and introduced the educational resource area in the system. The concept of "educational television" is very prominent.

Will the TV tablet usher in another spring?

According to data released by Hisense TV, during the Spring Festival holiday, the average daily on-demand time of Hisense's good-looking education increased by 30% from the previous month, and active families increased by 134% from the winter holidays in 2019. At peak, more than 2.45 million families learned online through large TV screens.

In February of this year, with the start of the "Same Class" designated by the Ministry of Education, students across the country entered the "cloud start" time. Hisense TV said that the peak period of user activity has recently concentrated between 9 am and 12 am, which corresponds to the actual situation of students attending classes in the morning and doing homework in the afternoon. In addition to instructional videos, the volume of on-demand fitness classes has also increased.

On the other hand, although the demand for online courses has promoted the sales of tablets and TVs to some extent, some consumers have said that the recent purchase is only for the use of online courses within the stage, and the frequency of use after the epidemic is expected to decrease.

"We still hope that children can watch the screen as little as possible. Although they will take online courses after resuming offline classes, I will try my best to control the time of children in home tablets or mobile phones, so that they can not be dependent." Guo Xiao said.

A few days ago, data released by International Data Corporation showed that in the fourth quarter of 2019, China's tablet computer market shipped about 5.81 million units, which began to decline after maintaining six consecutive quarters of growth, a year-on-year decline of 3.9%; China's tablet computer market in 2019 Recovery, shipments reached 22.41 million units, the first rebound since 2015, an increase of 0.8% year-on-year.

Will this "suspended class and non-stop school" make the embarrassing tablet in recent years usher in "salted fish"? In this regard, CITIC Construction Investment believes that the recent demand for cloud classroom equipment has driven sales of tablet PCs. Since 2015, affected by the development of large-screen smartphones, the tablet PC market has shrunk so far. In the spring of 2020, it is expected to usher in a reversal. The quality of online education will become one of the main factors affecting further demand for tablets.

At the same time, CITIC Construction Investment analysis said that due to the insufficient supply rate of upstream suppliers, the shortage of materials for the supply of superimposed modules and panel lights, the shortage of some hot-selling products in the market, and short-term price increases tendency.

In terms of the TV market, some industry analysts said that overall, the boost to TV sales by online courses is still very limited, which is not enough to drive the TV industry out of the window; the main demand lags due to the epidemic, offline channels are cut off, and logistics Limited capacity has led to the shrinking of the overall market size of the color TV market.

In the "2019 China Color TV Market Summary Report" released by Aoweiyun.com, the retail volume of China's color TV market will shrink further in 2020, with an annual retail sales of 46.13 million units, a decrease of 3.3% year-on-year; the retail sales of 126.2 billion yuan, a year-on-year decrease 5.8%, market competition will become more intense. (Zhongxin Jingwei APP)

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