The South China Morning Post: market saturation, Chinese operators and mobile phone manufacturers have been well-South China Morning Post, Chinese mobile phone operators-IT information
IT information news on April 25, China has entered the mobile phone market saturated, led directly to the mobile phone market competition becomes more intense at the same time, competition in the domestic telecom operators and therefore become nervous, how innovation in the mobile phone market in the future, full of new life has become and important topic. The South China Morning Post published an article today, from operators and handset manufacturers to analyze the current domestic communications markets and the State of the Smartphone market, shows that economic downturn, Smartphone sales decline, corporate profit, Smartphone industry and telecommunications industry in China will face more challenges.
But, it concluded, despite the bad economic news, but this is not a real challenge and opportunity we can think of it as China's technology industry ... ... Prospects are bright. Key is to use technological innovation to promote industry growth.
The following is the full text of the article:
Telecom China Unicom and China Mobile competition
Because the market is already saturated, competition in the Smartphone business and telecom operators in China will become more intense, China's economy is in transition, companies must make corresponding adjustments. Economic downturn, Smartphone sales decline, corporate profit, Smartphone industry and telecommunications industry in China will face more challenges.
Ernst TMT (telecommunications, media and technology), managing partner of Luo Yizhi (Steve Lo): "the 13th five-year plan stresses the need to use technology and innovation to drive economic growth, and keeping China's transition to the digital economy. "Luo Yizhi said:" all in all, slowdown of economic growth is not the real challenge and opportunity we can think of it as China's technology industry ... ... Prospects are bright. ”
As requested by the 13th five-year plan, 85% of the population by 2020 China will be the mobile broadband network coverage currently stands at 57%.
Luo Yizhi said China's technology industry will receive huge government financial support. As for State-owned China Mobile, Government support is a big plus. User is counted as China Mobile is China's largest wireless network operators, move profit rose in the first quarter 0.5%.
Results showed that a quarter of this year, China's second-largest wireless operator China Unicom's net income fell to 4.8 billion yuan, down 85%. China Unicom that profits are falling, largely because the network expansion costs rose 36.6%, to 13.26 billion yuan. Need China Unicom, China Telecom and China Mobile competition as China Mobile charges 4G user base more. By the end of March, moving 4G number of users reached 377 million, total users: 834 million. In contrast, China Unicom only 59.3 million, total 258.9 million.
In order to narrow the gap with China Mobile, China Unicom and China Telecom began to seek cooperation. The two companies plan to share network costs, improve the 4G coverage.
BOCI stock Research Director Michael Meng (Michael Meng) said: "attacking China Unicom and China Telecom, China Mobile controls in the 4G market is likely to fall ... ... We predict that in the next 1 to 2 years, China Unicom and China Telecom will significantly improve the quality of the network. ”
Storm coming fierce competition had saturated the market.
Mobile phone operators cannot rely on cheaper products
According to IDC figures, 2015 growth in Smartphone subscribers fell 2.5% in China, growth in 2014 is 19.7%. Xiao Han, Tai, IDC senior market analyst (transliteration: Tay Xiaohan) says: "IDC projected 2016 China Smartphone growth will remain stable, is mainly caused by the market, not a slowdown. ”
Statista data shows, a marketing consultancy, 93% of China (￡ 1.28 billion) already has at least one mobile phone, mobile phone sales drop in growth rate flat.
In 2015, the millet has sold 70 million smartphones, it is the largest smartphones maker in China, 15% of the total market; millet planned sales of 80 million smartphones, earlier it also set a goal of selling 100 million units.
Due to the market landscape is changing so fast, the enterprise was forced to seek change in a highly competitive environment.
Credit rating agency Moody's analyst ninuo·Su (Nino Siu) says: "in the past few years, Chinese manufacturers with cheap products, product features and design similar to the iPhone, now the policy does not promote further market growth in China. "Buyers mainly from the upgrade in the future, not for the first time mobile phone users. Ninuo·Su added: "customers from upgrading market luxury, modern design, with special mobile features and functions of the mobile phone. ”
By sales volume, Huawei is China's second largest mobile phone maker, in order to expand the market, Huawei has already cut prices, profits are meager. IDC said Huawei handset average selling price of us $ 213 (1384). Recently, the company introduced a new high-end phones P9, this phone is equipped with two cameras.
IDC senior market analyst Tai Xiaohan said: "despite the adverse economic situation, we still believe that the 2016 Apple and Huawei will have a good performance, as consumers are eager to have a more refined product. ”
《南华早报》：市场饱和，中国运营商和
手机厂商都不好过 - 南华早报,国产
手机,运营商 - IT资讯
IT资讯讯 4月25日消息，中国智能手机市场已经进入饱和状态，直接导致手机市场竞争变得更加激烈，同时，国内电信运营商的竞争也因此变得紧张，未来如何谋求手机市场的创新变革，焕发新的生命力已经成为，重要话题。今天《南华早报》刊文，从运营商和手机厂商角度分析了目前国内通信市场和智能手机市场的现状，表明经济下行，智能手机销量滑坡，企业利润减少，中国智能手机产业和电信产业将会遭遇更多的挑战。
但文章最后认为，尽管经济形势不利，但这并不是真正的挑战，我们可以将它视为中国科技产业的机会……前景绝对是光明的。关键是要用科技创新来推动产业增长。
下面是文章全文：
联通电信与中移动的竞赛
由于市场已经饱和，中国智能手机商和电信运营商的竞争将会变得更加激烈，中国经济正在转型，企业也必须做出相应的调整。经济下行，智能手机销量滑坡，企业利润减少，中国智能手机产业和电信产业将会遭遇更多的挑战。
安永会计师事务所TMT（电信、媒体和科技）管理合伙人罗奕智（Steve Lo）认为：“第13个五年计划强调要用科技和创新来推动经济增长，它和中国向数字经济过渡保持一致。”罗奕智还说：“总而言之，经济增速的放缓并不是真正的挑战，我们可以将它视为中国科技产业的机会……前景绝对是光明的。”
按照第13个五年计划的要求，到2020年中国85%的人口将会被移动宽带网络覆盖，目前只有57%。
罗奕智称，中国科技产业将会获得政府巨大的资金支持。对于国有企业中国移动而言，政府的支持是一大利好。按用户计中国移动是中国最大的无线网络运营商，一季度中移动利润同比增长0.5%。
财报显示，今年一季度，中国第二大无线网络运营商中国联通净利降至48亿元，同比下滑85%。中国联通认为之所以利润下降，主要是因为网络扩建成本同比上升了36.6%，达到132.6亿元。中国联通、中国电信需要和中国移动竞争，因为中国移动的付费4G用户基数更大。到3月底，中移动4G用户数达到3.77亿，总用户数8.34亿。相比而言，中国联通只有5930万，总用户2.589亿。
为了缩小与中国移动的差距，中国联通和中国电信开始谋求合作。两家公司计划共同承担网络建设成本，提高4G覆盖率。
中银国际股票研究主管孟昕（Michael Meng）称：“中国联通和中国电信发起进攻，中国移动在4G市场的控制力可能会下降……我们预测在未来的1年至2年里，中联通和中电信的网络质量会有明显改善。”
激烈的竞争风暴即将降临已经饱和的市场。
手机商不能依赖便宜产品了
根据IDC的数据显示，2015年中国智能手机付费用户的增长率同比下降2.5个百分点，2014年增长率为19.7%。IDC高级市场分析师邰晓寒（音译：Tay Xiaohan）称：“IDC预计2016年中国智能手机增长率会保持平稳，主要是因为市场成熟造成的，不是经济放缓。”
市场咨询公司Statista提供的数据显示，93%的中国人（相当于12.8亿）至少已经拥有一台手机，手机销量下滑导致增长率持平。
2015年，小米销售了7000万台智能手机，它是中国最大的智能手机商，占了市场的15%；小米原计划销售8000万台智能手机，更早之前它还定下销售1亿台的目标。
由于市场版图迅速改变，企业被迫在高度竞争的环境中谋求变革。
信贷评级机构穆迪分析师尼诺·苏（Nino Siu）认为：“在过去的几年里，中国制造商提供便宜的产品，这些产品的功能和设计与iPhone相似，现在该策略无法推动中国市场进一步增长。”未来的买家主要来自升级用户，不是第一次购买手机的用户。尼诺·苏补充说：“来自升级市场的客户青睐奢侈、设计新颖、拥有特殊移动特色和功能的手机。”
按销量计，华为是中国第二大手机制造商，为了拓展市场，华为已经下调产品售价，利润十分微薄。IDC数据称华为手机平均售价为213美元（约1384元）。最近，华为推出了新的高端手机P9，这款手机配有双摄像头。
IDC高级市场分析师邰晓寒称：“尽管经济形势不利，我们仍然认为2016年苹果和华为会有很好的表现，因为消费者渴望拥有更精致的产品。”