In the 18 months since 5g was commercially available, the penetration rate of 5g mobile phones has increased from less than 1% in 2019 to more than 50% now. 5g mobile phones have run out of the “China speed”. This is inseparable from the moderately advanced construction of 5g base stations, the continuous improvement of production capacity and technology of chips, panels and other components, the qualitative improvement of mobile phone use experience, and the rich and colorful 5g applications and scenes… China’s 5g mobile phones are about to usher in a large-scale switch period, and it is expected that the penetration rate of 5g mobile phones will reach 90% in 2021.
Infrastructure construction is moderately advanced, and 5g network coverage extends to counties and towns
In accordance with the principle of moderate advance, we adhered to the development model of “promoting use by construction and promoting construction by use”, and achieved important results. At the end of 2019, the Ministry of industry and information technology said that it would strive to achieve 5g network coverage in all prefecture level cities by the end of 2020. According to the latest data of the Ministry of industry and information technology, in 2020, there will be more than 600000 new 5g base stations and more than 718000 opened 5g base stations in China, of which more than 330000 5g base stations will be jointly built and shared by China Telecom and China Unicom. The 5g network has covered cities above prefecture level and key counties and cities in China. The construction of 5g base station has achieved results and is moderately advanced.
The Ministry of industry and information technology said that it will continue to deepen the deployment of 5g network construction in the future. It plans to build 600000 new 5g base stations in 2021. On the basis of realizing the in-depth coverage of cities above the prefecture level, accelerate the extension to conditional counties and towns, guide local governments to increase their support for 5g network construction, further implement 5g station location, power consumption and other relevant policies, and promote 5g virtual private network and other ways, Achieve a wider range and more levels of 5g network coverage.
In addition, we will continue to improve the basic capacity of the industry, accelerate the R & D and deployment of key technologies such as network slicing, edge computing and 5g enhancement, accelerate the R & D and industrialization of key products and devices such as customized and economical 5g chips and terminals, further strengthen the attack on weak points of the industry, and ensure the safety of the supply chain.
The development and industrialization of key devices such as 5g network coverage and chips provide an environment for accelerating the popularization of 5g mobile phones. 5g chips are evolving towards higher integration, higher process and higher dominant frequency, including Huawei Qilin, MediaTek Tianji, Qualcomm Xiaolong and Samsung exynos series, which have significantly improved in terms of high-speed download and upload experience, high-definition voice call and power consumption performance. The supply of mobile phone panel a-silcd, ltpslcd, OLED and other panels is sufficient. Panel manufacturers such as BOE, Samsung display, Tianma microelectronics and TCL Huaxing optoelectronics continue to make breakthroughs in production capacity and technology. According to Qunzhi consulting data, the global market share of domestic OLED panel manufacturers has exceeded 20%.
According to the data of the Ministry of industry and information technology, the scale of 5g users in China has expanded rapidly at the same time, with an explosive growth of 10 million new users every month. By the end of 2020, there are nearly 200 million 5g mobile terminal connections in China.
Jian Qin, deputy general manager of China Mobile, said that from the macro level, the new infrastructure and the new development pattern with the domestic big cycle as the main body and the mutual promotion of domestic and international double cycles have brought greater space and confidence to 5g development and terminal consumption. It is estimated that by 2025, domestic 5g will drive the market scale of nearly 10 trillion yuan, including terminal equipment of 1.4 trillion yuan.
With the advent of scale change, the share of 5g mobile phones will exceed 90%
In July 2019, China’s 5g mobile phones accounted for only 0.2% of the overall mobile phone shipments. In just over a year, the scale of domestic 5g mobile phone market has rapidly expanded to more than 60%. According to the data of China Academy of communications and communications, in 2020, the cumulative shipment of 5g mobile phones in the domestic market was 163 million and 218 new models were listed, accounting for 52.9% and 47.2% respectively. The market share of 5g mobile phones has been increasing. From the monthly data, since June last year, 5g mobile phones accounted for more than 60% of monthly shipments. In the follow-up, it has also maintained a high rate, and 5g mobile phones accelerated their penetration into the majority of users.
Chen Fengwei, deputy general manager of China Unicom terminal and channel support center / China Unicom Huasheng Communication Co., Ltd., said that 2021 is the 4G / 5G mobile phone scale switching period, the demand for 5g mobile phones increases, the mobile phone market improves steadily, and the 5g mobile phone share will reach 90%.
This penetration rate is basically consistent with the prediction of the consulting agency. Cinnorresearch told reporters that since the listing of ZTE axon10pro5g, the first 5g mobile phone in China in the third quarter of 2019, the replacement of 5g mobile phone has officially started. 5g mobile phones accounted for 80% of the new machines listed in 2020, of which 83% were 5g new machines in the third quarter, a significant increase from 24% in the same period last year.
The price of 5g mobile phones has decreased significantly in recent two years, especially to 1500 yuan. The data show that at present, 5g switching has been basically completed for products with a gear of more than 1500 yuan. This year, we will continue to reduce the cost of 5g mobile phones, achieve full coverage of models above 1000 yuan, and actively promote the coverage of models below 1000 yuan. This year, the 5g penetration rate of 1000 yuan machine will exceed 90%. Jian Qin predicts that in 2021, the sales volume of mobile phones in the whole industry will exceed 350 million, including more than 280 million 5g mobile phones, and the sales scale of mobile phone market will exceed trillion yuan.
Wang Xi, IDC China Research Manager, told reporters that it is expected that 40% of mobile phone users in China will switch to 5g mobile phones in 2021, of which more than 70% exist in first tier to third tier cities.
From the perspective of brand, the big data of individual promotion shows that Huawei will continue to lead the domestic 5g mobile phone market in 2020, with a market share of 48.4%; Vivo and oppo ranked second and third respectively, accounting for 16.6% and 11.2% respectively; Glory after independence ranked fourth with a market share of 10.3%. In the fourth quarter, Apple released its first 5g mobile phone, accounting for 5.9% of the market, ranking fifth. Wang Xi said that based on the current promotion speed of China’s 5g market and the appeal of Apple brand in China, apple is expected to boost the penetration and popularization of 5g in China from the two levels of terminal and application.
At present, China is ahead of the global 5g market, and there are two core factors. According to IDC research, first, compared with the global market, China’s 5g terminal price strategy is more radical. In the second quarter, the average unit price of 5g mobile phones in the international market was US $837 (excluding tax benchmark), while that in the Chinese market was only US $464; Second, China has a wider coverage of users in the mainstream price segment.
5g speed continues to release, and the user experience is greatly improved
In the past year, with the continuous maturity of technology and improvement of quality, 5g applications and scenes have become increasingly rich, and more and more people feel the 5g speed. The performance of 5g mobile phones in data transmission, voice call, power consumption and endurance has been steadily improved, and the improvement of 5g mobile phone use experience is more and more obvious.
According to the 2020 quality report of China mobile intelligent hardware, the document sending time of social applications is only 1 / 5 of that of 4G network, the response speed of long video playback is 30% higher than that of 4G, and the upload performance of short video is 50%. Compared with 4G, the download experience in the application market has increased by more than 70%.
According to China Telecom Terminal insight report 2020 edition, last year, consumers’ perception rate of 5g business has increased from 55.6% in the second half of 2019 to 70.9%. However, there are also some experience pain points such as short standby time, stuck mobile phone, too high price and poor material texture, which need to be continuously improved by mobile phone manufacturers from the perspective of product design. In addition, consumers also have many expectations for 5g mobile phone technology, such as network speed doubling brought by 5g + WiFi 6 channel aggregation, 120W and above priority wireless fast charging, full screen fingerprint identification, 3D camera, intelligent variable refresh rate screen, etc.
Low latency and high throughput are the characteristics of the 5g era. However, the development of 5g mobile phones has developed from the initial more rapid development to the stage of enriching 5g content and applications. Nicole McCormick, senior chief analyst of omdia, said that 2021 will be a year for more mobile AR, VR, 4K / 8K video and cloud game applications, such as 3dar shopping / e-books or VR cloud games.
In 2020, China Mobile will have more than 350 million users of 5g featured applications, including hecaiyun, Migu video, 5g message, super SIM card, Migu video, video RBT, HD cloud games, mobile VR, HD video, etc. China Unicom continues to cultivate in the application fields such as games, video, XR and cloud, and has created a new play method of “terminal + terminal + application” combination. In terms of 5g messages, dreamnet Technology launched the “Tianhui · 5g message platform” at the end of 2020, taking the lead in integrating 5g messages, video messages and industry messages in China.
The Ministry of industry and information technology said that at present, even if 5g package is not handled, 5g network can still be used, and the traffic consumed can be deducted from the existing 4G package. This gives users great benefits and convenience. The convenient experience brought by 5g mobile phone has spread all over the world.
In the future, the Ministry of industry and information technology said that it should actively take measures to facilitate the replacement of terminals for users. 5g tariff package shall be optimized and improved based on user needs, and reasonable online contract term and termination compensation standard shall be set. Encourage basic telecom enterprises to promote 5g terminal consumption and accelerate the migration of users to 5g through package upgrade, credit purchase and other measures. Encourage basic telecom enterprises, radio and television media enterprises and content providers to strengthen cooperation and enrich 4K / 8K, VR / AR and other new multimedia content sources in the fields of education, media and entertainment.
Editor in charge: Tzh