进入2019年底,国内智能手机迎来一个非常尴尬的时期。5G手机概念炒的火热,可5G网络何时能用上却是个大大的未知数,年底换机潮来了,很多消费者迷茫了:这手机换还是不换?
按照常理说,过年的节日喜庆和年终奖会让部分消费者选择换个手机“玩玩”,每年年底也是智能手机厂商争抢市场的一个关键时刻。也就在近期,荣耀、红米和vivo等各大安卓手机厂商先后发布了5G手机,荣耀V30 5G、Redmi K30 5G、vivo X30 5G,价格从1999到3298
、3299不等。看起来价格还不算太贵,可相比下探到几百元的4G手机,这个价格对于大众而言还是有一定的接受门槛。
最让人揪心的是,5G网络何时能够到达家门口是个未知数。对于已经铺设5G网络的大城市繁华地区的用户而言,年底了花个两三千元买个手机不是什么负担。但放在更大基数的手机用户范围里,如果不能确定能不能在一两年内连接上5G网络,现在去花掉二三千元买个“低配”5G手机,远不如去换购个中高端的4G手机。
12月18日,在新京报财经峰会上,工业和信息化部原部长李毅中表示,5G网络建设需要约600万基站,基站成本在1.2万亿至1.5万亿元,全国5G网络覆盖还需要6-7年时间。犹如一盆凉水泼下,虽然这只是个“预估”时间,但大体上而言5G网络的全国覆盖需要的时间是会远远高于4G的。
现在各家都在“吹捧”5G,昨天还是“小甜甜”的4G,今天就成了“牛夫人”,春节都要来了,你说消费者究竟要不要去买个5G手机呢?“华米OV”联着手把5G手机热度推到了“无与伦比”的高度,这对于4G手机的销量而言,却带来了“负面”的影响。考虑到未来4G作为主流的时间还很长,也许大家该冷静一下,给5G降降温了。
5G雷声虽大雨点小
今年是5G商用的元年,各家手机厂商相继推出自己的5G旗舰手机,手机厂商在5G手机上的“斗法”,打的那是一个热火朝天,但是实际销量并没有发布会上的介绍那么“漂亮”,就目前在售的手机厂商发布的一系列5G手机而言,5G手机的价格相比于4G手机仍要高出很多。
以iqoo为例,同样配置下的8+128的iqoo pro,5G卖3198元,而4G则卖2698元,相差有500元,然而这仅仅是手机单品价格上的差距。如果你说小米最近刚刚发布的Redmi K30 5G版不是才卖1999元吗?但是Redmi K30 4G版只要1499元。况且,价格1999元的K30 5G是因为支持的频段较少,仅支持n41、n78两个频段,2020年5G手机至少3个频段。
Redmi K30 5G版的问世,直接将价格下拉到2000元内,看起来价格已经“亲民”了。可要知道,Redmi K30 5G的定位是“价格屠夫”,也就是说2000元只是个入门价格,为了抢发5G手机Redmi K30 Pro具体配置和价格还没有公开,估计价格有可能在2999元左右。所以说,5G手机是便宜了,可你要想买到品质好一点的5G手机,少了三四千就不要想。
抛开5G手机本身的定价过高,在5G资费和5G基站的覆盖率上来,对于大多数“屌丝”用户而言也是短期内不敢企及。
三大运营商5G网络虽然已经覆盖了很多一二线城市,可不要忘了,这种覆盖的意思是部分地区覆盖,与全覆盖还有很大区别。根据有关报道显示,截至10月底,北京市共计建设了5G基站14542个,城区五环路以内、郊区重要区域室外及重点应用区域已实现5G信号连续覆盖,在全国处于领先水平。由此推测,5G手机的覆盖全国将是一个非常漫长的过程。
5G基站覆盖到二线三线城市还有很长的一段路走。同时,5G资费居高不下;就联通而言5G冰淇淋套餐最低129元/月,而且只有30GB流量,这是4G不限流量的套餐价而言。5G资费对于绝大多数用户而言是一笔不小的支出,就算有了5G也只能尝尝鲜。
不久前,华为高管何刚曾测试Mate X在实际网络下的5g速度,下载速度居然超过了1G/s,也就说你买个低配的5G套餐,只能爽个30s,这样的5G对大多数而言,都是个没办法消费的奢侈品。
在5G基站覆盖率和资费面前,各家手机厂商将宣传重点放在5G手机上来,则多少显得有些操之过急,因为手机再便宜,也要有配套的网络才能发挥它的价值,否则站在天浩的角度来看,“忽悠”消费者现在买5G手机,这多多少少有点“诈骗”的意思。现在,华为OV一通华丽的操作,搞得好像用4G手机的人都是“原始人”。
很理解这些厂商在5G时代来临之前“抢先一步”的心理,可过于吹捧一个短时间内“不太接地气”的手机,其结果往往适得其反。
天浩作为一个差不多每10个月就换机的手机爱好者,现在的手机用了快10个月,但年底已经不再想着换手机了。买4G仿佛落后了时代,买5G又短时间用不上,况且以前三四千能够买个4G中高配手机,这个价格,你去买5G只能买中低配,种种因素导致,在年底还是观望观望更好。
想必在消费者群体里,抱着天浩这样想法的人数应该不少。明明智能手机的销量已经开始下滑,各大手机品牌对着5G“猛吹”了几个月,可以想象今年第4季度的中国智能手机市场的波动或会是近十个季度最高的一次。
“华米OV”的小麻烦
为什么华为OV会花大力气去宣传5G手机呢?一个是疾病乱投医,眼看着手机销量下滑,想要靠5G的新概念,提振一下销量。一个是想要凭靠5G拉升品牌价值,经过国产手机“卖参数”的多年教育,手机消费者很看重手机厂商的“科技含量”,抢先卡位5G手机,为的就是能够给自己品牌贴金。
来源:中国信息通信研究院微信号
根据中国信息通信研究院的数据显示,前10月国内手机出货量3.23亿部,同比下降了5.8%;国内众多手机厂商都或多或少遇到了一些“小麻烦”,华为在海外市场上被美国制裁,因此海外市场受到了很大的影响;小米和OV的销量也均有所下降。为此,小米打出红米、OPPO打出real、VIVO打出iqoo这些子牌来,双品牌战略为的就是能够切入更细分的市场,以挽救“跌跌”不休的销量。
面对线下市场的广阔空间,华为、荣耀、小米等诸多手机品牌也在线下发力,欲与OV分一杯羹。以前几年一直依靠线上销售节省成本著称的小米为例,到18年12月底时,小米也已经设立了多达1378家的授权店,在乡镇的市场设立更是多达3万8千多家专卖以及直供点,建造了总共586个小米之家,分布于1线、2线以及3线的城市。
华为官方数据显示,华为线下服务专营店已达1200家左右,到2019年年底将接近1500家,覆盖中国95%以上的地级市;华为市级体验店已超1000家,2019年将增加到1500家左右,同时县级体验店已超2500家,到2019年年底预计可达3000家,覆盖中国95%以上的县。
各家手机厂商都在整合现有资源,我们能够看到越来越多的线下实体店,此后线下手机市场的竞争上会更加“热闹”。
同样,各种屏幕的“革命”也是今年手机大战的一个焦点。继18:9全面屏、刘海屏(水滴屏)之后,挖孔屏手机将成为2019年的设计风向标。
根据群智咨询提供的数据,2017年全面屏手机仅占9%,2018年则快速提升至64%,预计2019年、2020年可提升至86%、93%,刘海屏、水滴屏手机同样呈现快速增长趋势。
如此来看,大家为了提振销量,去“押宝”5G的心情也就理解了。毕竟,相比于线下店的铺设、屏幕“革命”这些噱头,5G手机理论上更能够刺激用户的购买欲。显然,这是被自以为是的想法冲昏了头脑。
加之苹果在5G手机上的缺席,对于国内众多手机厂商而言,愈发觉得5G手机是“天赐良机”,通过抢先占有一部分5G手机用户。先入为主既有益于培养用户的忠诚度,也出一出总是iPhone“跟屁虫”的恶气。让人惊讶的是,iPhone没有出5G,销量却依然坚挺,显然这已经明确的告诉了国产手机厂商,应该冷静一下。
5G还远,过火有危害
华为OV该不该对5G降温?这关乎着4G手机用户换机潮的热情。
目前5G基站的覆盖率,仍主要以一线城市为主,在上个月举办的2019世界5G大会上,工业和信息化部部长苗圩透露全国5G基站已经开通了11.3万个,预计到年底将达到13万个,5G套餐签约用户仅有87万个,预计到2025年,5G网络才能覆盖40%人口。
同时5G的研发和网络建设是一笔高额的支出,李毅预测5G网络建设上的成本可能高达1.2万亿至1.5万亿元,相比4G提高了68%,哪怕对于移动、联通、电信这三大运营商而言,也是一笔相当大的支出,这是5G会延续6-7年才能覆盖全国的根本原因。
目前市面上在售的手机里,虽然4G手机看着“不行了”,可仍占到绝对的优势的比例,据市研机构Strategy Analytics预测,SA估计,2019年全球手机销量中,仅有不到1%为5G手机。到2020年这一数据将增长到近10%。
4G手机仍主导着手机市场的绝对“话语权”,到目前为止没有一家手机厂商完全放弃4G手机市场,例如Redmi K30系列就有4G版。
过渡的在宣传上聚焦5G手机,势必会消耗了一部分用户的换机热情,会使更多的用户选择等一等,进而使4G手机的销量受到很大影响。
看起来今年下探到2000元内的5G手机已经很便宜,可对于现今的用户而言并会不买账,白领用户不屑于买中低端品牌的手机,普通用户又缺乏足够的消费能力购买它们,种种矛盾的加持下,反而会进一步加大手机厂商的压力。
宣传4G“顺带”5G才是该有的思路
5G有四大重要特点:高速度、泛在网、低功耗、低时延。5G网络理论上峰值下载速度能达到20Gb/s;例如云游戏、4K/8K直播/点播、云VR/AR等全新应用,都将在5G网络的普及下迎来新的发展。5G对4G的革命与4G对3G革命是完全两回事,后者只是优化,前者是进行整体的重塑。
因此,可以说5G手机的优势是无需通过过多的宣传手段去“烘托”,因为它带来的体验升级非常直观。所以说,现在华为OV对5G手机的各种“追捧”,看起来非常的诡异。想要体验5G网络的用户,自然会去购买5G手机。而对于哪些无感5G网络的用户,过多的宣传也不会动摇他们的想法。
如今5G手机的高热,除了遮盖了4G手机的风头外,并不能产生实质的市场价值。对于广大的三四线城市用户而言,谅你把5G手机宣传成“花”,在5G网络还远在天边的时候,都不会动摇一丝一毫的想法。
这让我想起Web TV这家公司,现在电脑、手机上看视频的用户非常多,但是早在二十年前,受限于网速,通过网络看视频是一件非常“恐怖”的事。这家90年代成立的公司,当年的网络传输速度普遍较低,导致要么画质很低,要么经常中断,用户体验十分不好。虽然被微软收购,仍然未能阻止死亡的命运。
在5G还在路上的时候,在5G网络只能覆盖很小一部分地区的时候,在几乎没有5G配套的应用的时候,在5G资费吓人的高的时候。过多的去强调5G手机,将会弱化4G手机的存在感。
还有多少人因为国产手机厂商对5G手机的“盲目宣传”,在年底放弃了换机呢?也许只有第4季度的智能手机销量公开后才有答案,孔子很早就说过,过犹不及,5G是未来,但也应该有它自然的发展节奏,过冷会让竞争对手摘桃子,过热,就会让原有的市场遭受冲击。
5G虽好,仍然是未来。4G虽然不酷,依旧是“卖货”的主力。
不是5G的iPhone11Pro,仍然是腾讯云“年终奖”的最佳选择。华米OV何时能够清醒过来,超越了消费者正常节奏的宣传,除了能够获得“点击”外,并不能赢得市场。吸引眼球的罗永浩已经开始转行卖鲨鱼皮了,大家还要步他的后尘吗?
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