2020 is known as the year of 5g mobile phone outbreak. Despite the impact of the epidemic at the beginning of the year, the mobile phone market situation is not optimistic, but a number of enterprises led by Huawei are still in active layout.

Just before and after Huawei released mate XS, Sony, glory and Samsung also launched their own 5g mobile phones.

“Securities Daily” reporter rough statistics, last week there are nearly 10 5g mobile phones listed. Apple will also release its first 5g mobile phone in the second half of the year. With the mobile phone giants have layout 5g market, competition is becoming increasingly intense.

People concerned with glory told the Securities Daily that it is not so much that 5g mobile phone is expected to change the decline of mobile phone market in the first quarter, but rather that 5g mobile phone market itself will break out in 2020.

5g mobile phones coming to market to prepare for the tide of changing after the epidemic

5g mobile phones coming to market

On the morning of February 26, He Gang, President of mobile phone product line of Huawei’s consumer business, said: “the price concerned by many friends has come! 16999 yuan! Huawei’s new generation of folding screen mobile phone, Huawei mate XS, will open an appointment at 10:08 today!”

At 10:08 on the same day, Huawei mate XS opened on time. Although the price was as high as 16999 yuan, the reporter of Securities Daily saw from Huawei mall that as of 11:00 a.m. on February 28, the number of Huawei mate XS had exceeded 400000.

Although the current epidemic prevention and control has not relaxed, Huawei and other enterprises have released 5g mobile phones one after another, and the 5g mobile phone market competition has started in this rather “cold” special period.

At 3 pm on February 24, Sony officially released the new 5g Xperia; at 5 pm, realme moved the X50 Pro conference originally planned to be held in MWC 2020 to Barcelona for online global release; at 9 pm on the same day, Huawei released the new generation of folding screen 5g mobile phone mate XS.

After that, glory released the glory V30 pro of 5g mobile phone. Subsequently, the new generation of 5g flagship iqoo 3, a subsidiary of vivo, also officially appeared.

It is worth mentioning that on February 26, Qualcomm, the world’s leading supplier of semiconductor and wireless technology solutions, disclosed that 12 equipment manufacturers and brands have decided to adopt their snapdragon 865 mobile processing platform to launch 5g smart phones this year.

It is not difficult to find that the major mobile phone companies are competing to layout the new track of 5g mobile phone market. In fact, the mobile phone market has been sluggish since last year.

According to the latest data of China Institute of information technology, affected by the epidemic prevention and control and the Spring Festival, the domestic smartphone shipment in January 2020 decreased by 36.6% year-on-year. Since June 2019, the domestic mobile phone market shipment has dropped for eight consecutive months year-on-year.

Although the first quarter data is not very optimistic, the industry still believes that 2020 will be the year of 5g mobile phone outbreak.

According to GfK’s forecast data, the retail sales of 5g mobile phones in the world will reach 170 million in 2020, and that in China will reach 110 million, accounting for 65% of the global retail sales of 5g mobile phones.

Some institutions believe that with the acceleration of the resumption of work and production, the impact of the epidemic on China’s mobile phone demand in 2020 is gradually clear. Although the first quarter of the mobile phone market shipments fell sharply, and then will be driven by 5g replacement quarter by quarter.

“The market potential of 5g mobile phone is great.” People concerned told the Securities Daily that this year is a large-scale construction period of 5g base stations. In addition, with the enrichment of 5g products, the price range of 5g mobile phones will be expanded. For example, glory may have 5g in the whole series. Therefore, the next will usher in a large-scale 5g replacement tide.

Over 65% concept stocks

While the mobile phone enterprises are speeding up the layout of 5g mobile phone market, China’s 5g network construction is also speeding up. An important prerequisite for the outbreak of 5g mobile phone market is how to build 5g network.

The above-mentioned glory people also mentioned that some consumers currently hold a wait-and-see attitude towards 5g. First of all, 5g network is not popular, and most of them are concentrated in some areas of first tier cities. Secondly, the 5g mobile phone solution is not mature. At present, in addition to Huawei mate 305g and glory V30 series, which are 5g dual-mode all network communication mobile phones, most of the others are single-mode 5g mobile phones. The Ministry of industry and information technology said that from 2020, 5g mobile phones close to NSA mode will not be able to access the network.

In fact, the epidemic has increased the difficulty of 5g construction, but the three operators are speeding up.

Recently, the Ministry of industry and information technology held a teleconference on speeding up the development of 5g and doing a good job in the resumption of work and production of the information and communication industry. Then the three major operators collectively stated that the development goal of 5g construction remains unchanged, and 5g construction should be fully deployed to resume work and production.

Relevant people of China Unicom told the “Securities Daily” that they would speed up the construction of 5g and do a good job in the “combination boxing” of 5g resumption. To ensure that the goal of 5g construction is not lowered, the established 5g construction tasks of Guangdong, Zhejiang, Jiangsu and co construction cities will be completed in the first half of the year, and the established construction tasks of the whole country will be completed in the third quarter.

According to the 5g construction of the three major operators, by the end of the second quarter of this year, the 5g signal in the main first tier cities will be fully covered, and by the end of this year, the 5g signal may cover the main cities in China.

Affected by this, 5g concept stocks in the capital market are also quite hot. Wind data shows that the 5g application index has increased by 31.06% on average since the beginning of the year, while the Shanghai stock index has increased by – 1.22% in the same period.

According to the statistics of tonghuashun, 91 of 148 5g concept stocks released performance forecast, accounting for more than 60%, and 29 companies are expected to double their performance. Xinyisheng, Hongbo shares, Huichang communication and other companies are expected to see a big increase in performance.

Among them, Wentai technology is expected to have the highest net profit growth. According to the report, the company is expected to achieve a net profit of RMB 1.25-1.5 billion in 2019, with a year-on-year growth of 1949% – 2358%. The substantial growth of the company’s performance is mainly due to the optimized customer structure of the company’s communication business in 2018, the strong growth of domestic and international first-line brand customers’ shipment volume, the new production capacity of India and Indonesia, the global layout and the localized delivery.

Anxin Securities said that with the arrival of 5g replacement tide, the customization demand of terminal manufacturers and operators around the world continues to increase, bringing more increment to Wentai technology’s business.

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