China’s mobile phone market shows a warming trend, and 5G mobile phones are intensively listed
China news agency, Beijing, April 17 (Reporter Liu Yuying) Recently, the China market has intensively released new models of 5G mobile phones, and various manufacturers have preempted the layout for possible "retaliatory consumption".
This week, OPPO, Huawei’s glory and Yijia all released new 5G mobile phones. Huawei P40, which was released once in the world in March, held a special conference for the China market last week. In February and March, more than 10 manufacturers using Qualcomm Snapdragon 865 chips released 5G mobile phones.
Due to the outbreak of the epidemic, the mobile phone market in China experienced a cliff-like decline in January and February, and the shipment volume decreased by 44% year-on-year. With the acceleration of resumption of production and work, the mobile phone market in China shipped 21.756 million units in March, down 23.3% year-on-year, but the chain increased significantly, 3.4 times that of 6.384 million units in February.
Regarding the market heat, Zhang Yang, an analyst at Zhongcheng Think Tank, believes that the mobile phone market has not yet picked up, but it has begun to pick up. Previously, due to the epidemic, many manufacturers delayed the release of new machines. Now that the isolation measures are lifted, manufacturers will release new models as soon as possible.
Yu Chengdong, CEO of Huawei’s consumer business, said that the China market recovered quickly. Huawei’s mobile phone sales recovered quickly from the end of February to the beginning of March, and achieved very good growth in March.
5G is undoubtedly the driving force behind the recovery of the mobile phone market. China’s rapid construction of 5G network is one of the reasons to attract consumers to purchase it.
According to the data of China Information and Communication Research Institute, in March, the shipment of 5G mobile phones reached 6.215 million units, an increase of 162% compared with the previous month, setting a new monthly sales record.
Zhang Yang predicted 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 high-end mobile phones and flagship machine, most of which were above 5,000 yuan (RMB, the same below), the price of 5G mobile phones is dropping. The glory 30 series just released, the price is between 2999 yuan and 5499 yuan; OPPO Ace2 is priced between 3999 yuan and 4599 yuan; One plus eight series is between 3999 yuan and 5999 yuan.
Zhong Xinlong, a researcher at the Institute of Informationization and Software Industry of CCID Think Tank, said that from the released 5G mobile phones, the functions are being differentiated. The Ace2 released by OPPO this week is a game mobile phone for mobile game enthusiasts, and the whole configuration fits 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 intense, and strengthening research and development is expected to survive. For example, vivo and Samsung cooperate to develop 5G chips to meet the different needs of users. Xiaomi has also invested in a number of chip companies with the intention of building a whole industrial chain.
At present, the market tends to pick up, and manufacturers also go all out. However, whether the growth can be achieved throughout the year depends on the speed of the popularization of 5G mobile phones.
In the 4G era, the popularity of 4G mobile phones benefited from the thousand yuan machine. Wu Hequan, an academician of China Academy of Engineering, said earlier that the price of 5G mobile phones is still high.
Zhong Xinlong said that in terms of the price distribution of 5G mobile phones, more than 4,000 yuan is a high-end machine, 2,000 yuan to 4,000 yuan is a mid-range machine, and less than 2,000 yuan is a low-end machine. 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. The higher the output, the lower the marginal cost, and the whole cost will come down.
The industry predicts that with the intensification of competition in the whole market, low-end models will appear next year. However, it is also reported that if the market is hot, it is expected to launch a 5G mobile phone below 2000 yuan this year.