4G leveraging mobile phone market in China

Leung Tech Liang Chen reported on July 27

Operators are actively preparing for the construction of a large number of 4G base stations. Only China Mobile plans to build 500,000 4G base stations by the end of this year. A large number of subscribers will replace mobile terminals to support the new network standard, which will create new benefits for the entire industry.

Analysts said China Mobile, which is "backward" in the 3G era, is having the most pressing need for 4G terminals because there are still large groups using 2G networks for China Mobile, which has about 800 million subscribers, and some of these subscribers and some 3G subscribers In the replacement of equipment, 4G thousand machine will have great appeal to it.

In the meantime, as China Unicom and China Telecom have licensed the FDD-LTE trial network, their handsets supporting FDD-LTE will be marketed "right and proper". This is the second half of Apple, Samsung and many domestic manufacturers of high-end 4G mobile phone products listed in the Chinese market provides the possibility of simultaneous sales.

According to Wang Yang, IHS iSuppli's research director in China, 4G handsets sales in China will reach 100 million units in 2014, accounting for about 25% of the total market, including 70 million for TD-LTE and 30 million for FDD-LTE. In 2015, 4G handset sales will exceed 60%, of which 40% will be thousand machines.

Siren mobile phone manufacturers have started to layout their 4G mobile phone product line, some of which have been in the 1000-3000 yuan price segment launched the corresponding product. The retail segment also showed changes in the market, driven only by the user's early adopters' demand. GfK analyst Wu Xiaofeng said that since the second quarter of 2014, sales of 3G handsets have obviously dropped.

June 10, OPPO handset manufacturers released four new products at the same time, announced the company will fully transition 4G, and to stop 3G product development and online sales.

According to research found that 70% of users already have 4G products, Cool Vice President Cao Jingsheng said 80% of R & D and products have been adjusted to 4G during the Spring Festival in 2014, which will lead to an increase in market share in May and June.

Another industry told Tencent technology, telecom operators in September campus marketing has begun to fully replace 3G with 4G products, its network construction tasks in various provinces is very urgent, but at the same time the demand for mobile phones are also strengthened.

Wu Xiaofeng said that traditional vendors with strong R & D accumulation and vendors who have gained brand influence in open channels and online markets will benefit. However, small and medium-sized handset manufacturers will be subject to the influence of the industry chain and their own research and development capabilities, facing greater challenges. As for the emerging brands 4G products will be slightly behind the mainstream vendors, but as it gradually matures will narrow the gap.

Thousand yuan machine led the 4G market broke out

4G mobile phone promotion and the market will be due to the development of thousands of machine broke out. IDC forecasts that in 2015, the average selling price of 4G handsets in China will be below 1,500 yuan.

Wu Xiaofeng said that although there is no accurate data to prove, but due to the telecom operators marketing and mobile phone manufacturers to promote consumer choice 4G mobile phone proportion will not be less, especially in the first and second tier cities.

Some optimistic industry players are even more radical, believing that demand for 4G handsets has taken shape and that manufacturers have begun to clean up their 3G handsets inventory. "For many Chinese consumers, 3G has been unattractive and everyone will switch to 4G handsets." An industry source said: "With the improvement of network coverage, telecom operators reduce the tariffs, the spending power of 34 users Will highlight. "

Earlier this year, Coolpad released the 4G smartphone 8705 at the 2014 World Mobile Congress. The price of just 799 yuan for a mobile phone means that 4G handsets have entered the era of thousand dollars. Ye Weimin, senior vice president of ZTE, said that after the previous market deliberation, 4G universal machine will be realized soon, 4G market explosion much faster than 3G.

It can be seen that ZTE, Huawei, Coolpad, Lenovo and other manufacturers have introduced 4G Thousand machine, and focus on the first quarter of 2014 listed in the second half of this will promote its market mainstream models.

However, 4G thousand yuan machine has not only become the opportunity for domestic manufacturers corner overtaking, but it has also become a kind of pressure. Yu Chengdong, the CEO of Huawei, said that 4G will be a shuffle period for manufacturers. "It will either go up or die."

Market development by chip makers

From a practical point of view, chip makers contribute more to the development of 4G handsets. In addition to the fourth generation of products already launched Qualcomm, MediaTek, Marvell, core technology and other manufacturers of products will be commercially available after the second half of this year, which will help 4G gradually reduce the price of the phone. Of which 600-1500 yuan price segment is particularly evident, it will occupy nearly 40% market share.

Just a few days ago, Qualcomm held an investment strategy conference in China. As a Qualcomm investment company millet, its president Lin Bin attended the scene. However, not many people noticed is that its CEO Lei Jun also arrived at the scene, but did not show up directly with Lin Bin led by Qualcomm China executives into the VIP conference room.

Whether or not to meet with Qualcomm CEO Steve Morrenkov has not yet been confirmed. A source said that the meeting is actually, Xiaomi hopes and Qualcomm patch Xiaomi cell phone 3 due to the partial use of NVIDIA chips and cracks. Because of its new phone can only be used by many manufacturers had adopted the Qualcomm 801 Series 8974AC processor.

Millet in the flagship model of the draw has been very clear Qualcomm, but the subsequent evolution of red rice has not yet been updated.

However, many chip makers actively respond to the competition after another shipment, will provide more choices for handset manufacturers.

Among them, MediaTek is through a variety of product release to make up for its lack of layout in the 4G product. MediaTek is expected by the end of this year, its 4G chip shipments will reach 15 million, which will account for 5% of its total revenue. Xie Qingjiang, general manager of MediaTek, said, "With 4G product line complete and rich, MediaTek will play a very important role."

MediaTek in the 4G product development force led the downstream industry chain to further expand the share of domestic mobile phone manufacturers. Cao Jingsheng once said, "MediaTek's accession will make the market more active, which is a great challenge to Qualcomm."

Marvell, which works closely with telecom operators, will continue to promote 64-bit solutions and 5-mode solutions. Marvell Zhang, director of mobile products, said the next, Marvell will introduce more solutions for different market positioning, and establish more industries to do it.

In fact, Marvell has already set its position as one thousand yuan 4G before moving into 4G handsets and released the industry's first quad-core LTE single chip that supports 4G in 2013 and will focus on TD-LTE Standard network support.