Why is the popularization of 5g mobile phones late? The supply chain and chip shortage will take another three months

On November 13, ICTI released an analysis report on the operation of the domestic mobile phone market. In October, 5g mobile phones accounted for more than 60% of the newly listed mobile phones in the domestic market. From the data, the domestic 5g mobile phone development is very rapid, in a short period of more than a year, the shipment has exceeded 100 million. < / P > < p > although the penetration rate of 5g mobile phones has been greatly increased, the launch delay of 1000 yuan mobile phones, which has really achieved the universal popularization of 5g mobile phones, has been delayed. Chen Fengwei, deputy general manager of China Unicom’s terminal and channel support center, revealed that due to the shortage of chips and components, the large-scale listing of 5g mobile phones originally scheduled for the fourth quarter of this year did not appear, and it will probably be postponed for a quarter. In an interview with the daily economic news reporter, Zhou Chen, executive vice president of Ziguang zhanrui, said that in terms of the whole industry chain, 5g entry-level chips are the most lacking. As can be seen from Huawei’s e-commerce flagship stores, Huawei’s cheapest 5g mobile phone also costs 1499 yuan. Shortly after its launch in September, it uses the 5g chip of MediaTek, while the mobile phone with Huawei’s 5g Kirin chip basically costs more than 4000 yuan. Xiaomi has been pursuing cost performance in terms of price, but no 5g mobile phone less than 1000 yuan has been launched. The minimum price of redmi10x is from 1499 yuan. < p > < p > the launch of Apple’s new mobile phone has ignited a wave of 5g phone replacement among some people. However, the price of Apple’s 5g mobile phone is more than 5000. On the contrary, oppo, which has been more conservative in product strategy, sold a mobile phone for 998 yuan under realme. In addition, China Telecom released a 5g cloud phone at 999 yuan earlier this month, which uses 5g chips from Ziguang zhanrui. < p > < p > the daily economic news reporter has noticed that among the nearly 150 5g mobile phones currently on sale, few can find 5g mobile phones with the price below 1000 yuan, which are basically above 1500 yuan. < / P > < p > there are 8 series, 7 series, 6 series and 4 series of chips of Qualcomm mobile phones, and the corresponding mobile phone prices gradually decrease. According to the plan of Qualcomm, the commercial terminal equipped with snapdragon 690 is expected to be available in the second half of 2020. However, judging from the 5g mobile phones sold by domestic brands such as Xiaomi and oppo, the main products are high-end 5g chips with high-end 865 and 765. < / P > < p > “I haven’t found a 5g mobile phone with the price below 1000 yuan for a long time.” A consumer in Beijing told a reporter that when their parents’ mobile phones are updated, they want to replace them with the latest 5g mobile phones. The configuration requirements are not high, but this is not easy to find. < / P > < p > “for consumer electronics products, no matter how the technology is upgraded, consumers are most willing to accept the technology without price increase, not because a technology increases the burden of consumer price.” Zhou Chen told reporters that speeding up the popularization of 5g mobile phones is the appeal of the whole industry chain. “At present, most of the mobile phones with a price of less than 5g are in the range of less than 5p >, and most of them are in the range of 1000 yuan / kg.” Wang Xi, manager of IDC China research, told the daily economic news that the 5g products with more aggressive prices of individual manufacturers may be delayed, perhaps because the sales nodes in this year have basically passed after the double 11, and the new models that can attract attention will be more beneficial to the future business next year. Although the penetration rate of advanced mobile phones will gradually increase in 2020, it is no doubt that the penetration rate of advanced mobile phones will drop a little faster in 2020. The industry originally planned that 5g yuan mobile phones should be listed on a large scale in the fourth quarter of this year, but the actual situation is not. In the view of the industry, the delay caused by the epidemic is part of the reason, as well as the supply chain. Chen Fengwei, deputy general manager of China Unicom’s terminal and channel support center, said at the recent 2020 purple light Market Summit held in Shanghai that the large-scale listing of 5g mobile phones, originally scheduled for the fourth quarter of this year, did not show up due to the shortage of chips and components, which may be postponed for one quarter. At the same time, he pointed out that in 2020, the domestic mobile phone terminal industry was structurally disordered, and the demand for 5g and 4G medium and low-end products was in short supply. Wang Xi told reporters that at present, many manufacturers have given very radical future demands or plans to the supply chain, but this is based on the consideration that the US “ban” on Huawei may cause changes in the future mobile phone market pattern, which also puts many partners in the supply chain in a wait-and-see state, which may lead to certain supply and demand instability in the short term. < / P > < p > 5g has the ability of Tob, which can reduce the power consumption and cost in all aspects. It can only be realized by rolling iteration after the formation of industrial chain scale. Zhou Chen told reporters that from the whole industry chain, 5g entry-level market is now the most scarce, which is also the core entry point of Ziguang zhanrui. < / P > < p > International chip companies also aim at this market. In September, Qualcomm announced that the company plans to expand its 5g mobile platform portfolio to snapdragon 4 series in early 2021, so as to accelerate the commercialization of 5g in the world. In the past, this series of chips were used in entry-level smart phones, mainly in the market below 1000 yuan. Qualcomm told the daily economic news that the commercial terminal equipped with the platform is expected to be available in the first quarter of 2021. < / P > < p > “if the price of 5g mobile phone chips and 5g modules goes down, it will promote the formation of 5g 1000 yuan mobile phones, and only 5g mobile phones can be selected above the price of 799 yuan in the future.” Chen Fengwei pointed out that it is inevitable that 5g terminal popularization will be further accelerated, and it is expected that 5g mobile phone penetration rate will exceed 90% next year. 865 optimization is different? These mobile phones should teach you a lesson!

Author: zmhuaxia