Mobile phone manufacturers have moved to the TV market, and Huawei will launch new products against Xiaomi TV at the end of the year

As early as the beginning of last month, there were reports that mobile phone manufacturers such as Huawei, OPPO, and vivo were investigating the TV market, and that they would formally enter the TV market in the future. Although Vivo and OPPO insiders denied it in an interview with the media, the OnePlus mobile phone independent from OPPO has officially announced that it will enter the TV market. And now, according to the news from the supply chain, Huawei is secretly working on its own smart TV project, and will meet with you before the end of this year at the earliest, and Honor will test the water first.

Mobile phone manufacturers have moved to the TV market

Data show that domestic mobile phone brands shipped 176 million units in the domestic mobile phone market in the first half of the year, a year-on-year decrease of 18.6%. Market competition is fierce and the profit margin of the smartphone industry is shrinking. Smart phone manufacturers are no longer satisfied with sticking to the mobile phone market, and urgently need to develop new businesses and new markets to help companies get out of the downturn. Taking smart phones as the center and extending products to the field of smart homes is regarded as a safe and feasible development direction.

According to the "Market Outlook and Investment Report of China's Smart Home Equipment Industry", by 2020, the scale of the smart home market will reach 357.6 billion yuan. As an important interface for smart homes, Internet TV has a huge market. Dong Min, vice president of AVC, predicts that with consumption upgrades and demand diversification, by 2020, the market for high-end color TVs priced at more than 8,000 yuan in China will reach 2.8 million units.

Industry insiders believe that smart home contains a trillion-level market, and the purpose of entering the TV market is not to make thin hardware profits, but to control the entrance of the home Internet and realize the sustainable operation of the home user market.

At present, with the development of intelligence and Internet of Things technology, smart phones and smart TVs have already been very closely interconnected and rich in interaction. At the same time, for these leading smart phone manufacturers, their huge smart phone users can be transformed into potential target customers for their smart TVs.

Honor TV will focus on cost performance, Huawei TV will be positioned in the high-end

In fact, it is nothing new for mobile phone manufacturers to make smart home terminals. Xiaomi is the first to start the layout. At the same time, Xiaomi is also one of the better ones in the smart TV market. (Before LeTV entered the smart TV market first, and then entered the smart phone market.)

Mobile phone manufacturers have moved to the TV market, and Huawei will launch new products against Xiaomi TV at the end of the year

In addition to Xiaomi, on September 17, OnePlus CEO Liu Zuohu also posted a long post on Weibo, revealing that OnePlus will enter the TV market and explore the field of Internet smart homes. It is understood that in terms of product positioning, OnePlus TV products will maintain the same route as mobile phones and adhere to the strategy of only making flagship products.

In view of the relationship between OnePlus and OPPO, some people in the industry believe that OnePlus may be the forerunner of OPPO's entry into the smart TV market. It can not only accumulate corresponding market experience for OPPO, but also reduce the risk of OPPO rushing into the smart TV market.

It is worth noting that OPPO has recently acquired more than 20 patent portfolios of the American audio giant Dolby Laboratories in a large amount, and is actively engaged in patent layout, which is regarded by the industry as or is preparing to enter the TV industry. OPPO has also launched digital mobile TV before.

Of course, compared to Xiaomi's rich layout in the field of smart home, in addition to Huawei, other smart phone manufacturers appear to be relatively thin.

For Huawei, it has already launched many smart terminals, such as routers, TV boxes, smart speakers, etc., coupled with Huawei's advantages in the smart phone market and 5G network, has made them clearly aware of the vigorous development of intelligence. The importance of the home, so under this new trend, they began to work hard on IoT.

According to the news, Huawei will first test the water with the Honor brand to make a finished TV to see the market feedback. Honor Smart TVs will enter the market with cost-effectiveness and directly compete with Xiaomi TVs. In the later stage, Huawei TVs will enter the market, and they will adopt mid-to-high-end positioning as a sales strategy. At the same time, on this terminal different from mobile phones, Huawei also wants Try to customize a new system for the TV, which may run its own customized version of Kylin OS, and will be compatible with certain Android applications, and make specific optimizations for its models, such as connection and content transmission.

As for the issue of Huawei/Honor’s need to build smart TVs, Zhao Ming, the head of Honor, did not firmly deny before. He said that if they want to get involved in TV, they will definitely make products different from other Changhang Airlines and bring them to the entire industry. Here comes a new change.

summary:

For smart phone manufacturers, the manufacturing difficulty of smart TVs may not be higher than that of smart phones, but this does not mean that they can switch to smart TVs. First, smart TVs and smart phones are two completely different supply chain systems; secondly, the product life cycle and quality requirements are different. For example, smart phones are often updated by consumers in one or two years, and the life cycle of smart TVs generally takes at least 3 years, which also puts forward higher requirements for product quality. Third, for smart TVs, an adequate supply of video content resources is essential, which smart phone manufacturers do not have. Fourth, the after-sales service system of smart TVs also needs to be more robust than smart phones. In addition, the price and output of TV screens are the key to determining the cost of smart TVs. If the scale cannot be expanded, the cost of the TV will be very high.

Therefore, we can see that many Internet-branded smart TV products are also made by traditional TV manufacturers, and after-sales service is also outsourced, and they are mainly responsible for brand/user operation, system optimization, and content resource integration.

Similarly, the entry of mobile phone manufacturers such as Huawei, OnePlus, and OPPO into the smart TV market is likely to be achieved through cooperation with related traditional TV manufacturers. On the one hand, this can reduce the overall cost, and on the other hand, it can also avoid excessive market competition to a certain extent.


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