Recently, according to relevant sources, mobile phone manufacturers such as vivo, OPPO, and Huawei are eyeing the TV market and are starting to plan how to seize a larger share of the TV market. As soon as this news came out, it was like a stone that caused a wave of waves and fission. Hot discussion in the public opinion circle.
At present, these several manufacturers account for up to 70% of the mobile phone market. If these big names enter the TV field collectively, it may face a new round of reshuffle and change in this market, and the mobile phone and TV industries are more likely. Usher in a situation of intercommunication.
However, Vivo said in a recent media reception that the above news is purely fictitious and will continue to focus on the mobile phone industry, which immediately caused the authenticity of various speculations to fall into a Rashomon-like situation.
On the other hand, many people in the public opinion believe that mainstream mobile phone companies entering the TV field will be the general trend in the future. This is due to the gradual saturation of the mobile phone market. The focus has shifted from the mobile phone market in the Red Sea to the TV side, which is the main entrance of information, so as to seize more passenger traffic. This is also the next journey with the most strategic vision.
According to the grapevine, in addition to OPPO and vivo, Huawei is also subtly evaluating and researching the TV market. Although these mobile phone manufacturers have repeatedly denied that they will deploy TVs, they are still being questioned about the authenticity of their claims.
This speculation is not groundless. Data shows that in the first half of this year, domestic mobile phone brands shipped 176 million units in the domestic mobile phone market, a year-on-year decrease of 18.6%. Under the premise of fierce competition, the profit margin of the smartphone industry has begun to encounter a ceiling. To this end, well-known manufacturers such as OPPO, vivo, Huawei, and Xiaomi have begun to extend their strategies to smart homes in order to make breakthroughs in opening up new business areas. This is also the safest and most feasible development model.
On the other hand, the domestic TV market has ushered in a high degree of activity. For example, Internet giants such as Baidu and Alibaba have begun to exert their efforts in the smart TV market and have achieved impressive results. It is impossible for mobile phone manufacturers to take advantage of the considerable profit margins in this market. Turn a blind eye to new opportunities.
Even Zhang Jianfeng, deputy secretary-general of the China Household Electrical Appliances Business Association, said: “The possibility of mobile phone manufacturers entering the TV field is very high. The operating rate of TV is 34%, and there is a fixed and huge consumer group. In recent years, young people are also there. Returning to TV screens, these are what mobile phone manufacturers are interested in. At present, OPPO, vivo, Huawei and Xiaomi, which have entered the TV field, are the top mobile phone manufacturers in the global market. They have relatively complete channels and after-sales systems, to a certain extent It also has the conditions to enter the TV market."
From peripherals to mainframes, mobile phone manufacturers cut into the TV field step by stepIt can be seen that although mobile phone manufacturers deny that they will test the TV market, their ambitions are well known to passers-by, and Huawei is the most convincing typical example.
Earlier, Huawei and Skyworth had launched a 55-inch 4K TV-Coocaa Honor A55 TV. Although it said it would not be involved in professional smart home fields including refrigerators and washing machines, it would launch some connected products, including routers and TVs. Box, etc., and it is still in the exploratory period in the TV field.
On the other hand, OPPO has also acquired more than 20 patent portfolios of the American audio giant Dolby Laboratories. This is most likely to lay a good foundation for entering the TV industry, and given that it has also launched digital mobile TV products before. , So judging from the signs of these big moves, OPPO's test of the TV field is already an open trade secret.
Communications industry observer Xiang Ligang said: "The current TV market is relatively stable, and space for outsiders is limited. The entry of mobile phone manufacturers will intensify competition in the TV market. However, mobile phone manufacturers are extending to TV and other fields based on mobile phones. , Can increase the source of income, can also support multi-screen interaction, pave the way for the layout of the smart home industry."
It is not difficult to see that the future TV market will be divided into three parts by traditional TV companies, Internet giants, and mobile phone manufacturers. With the disruption of Huawei, OPPO, vivo and other manufacturers, well-known TV brands such as Hisense, Skyworth, TCL, Changhong, and Xiaomi will also usher in overwhelming competition. Avoiding homogeneity and maintaining differentiated advantages through a unique model are the key cores to stand out.
Mobile phone manufacturers push TV across borders, opportunities and challenges coexistHowever, Huawei, OPPO, vivo and other mobile phone manufacturers have not caused too much threat to the traditional TV industry in a short period of time. This is due to the rapid upgrading and replacement of components of smart phones, and it only takes half a year for a single chip to go from research and development to mass production. , After mass production, the price of components is easy to reduce and other advantages cannot be copied to TV products.
However, the obsolescence and replacement of traditional TV components are slow, and the arbitrage space is small. Therefore, if they do not have a large production scale, mobile phone manufacturers such as Huawei, OPPO, and vivo will face the threshold of high TV costs.
In addition, the business thinking model of mobile phone manufacturers must also break out of the inherent box. After all, they pay more attention to the user experience and content, while TV companies focus on the manufacturing level.
In order to get through the running-in period as soon as possible, mobile phone manufacturers will cautiously enter the home appliance manufacturing field. After all, if they have to personally manufacture e-commerce, they will encounter risks in terms of talents, technology, and services. Therefore, mobile phone manufacturers may be more likely to adopt the foundry model to reach strategic partnerships with home appliance manufacturers. This is also the most effective and safest way for mobile phone manufacturers to enter the TV field.
With the advent of the smart home era, companies from all walks of life will have cross-border and integrated development in the future. Therefore, both mobile phone manufacturers and home appliance companies are constantly thinking about new models to grab terminal control in the TV market. And Huawei, OPPO, vivo's secret layout of the TV industry and the inside story will eventually surface.
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