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| 9 | Industry Voices — Baker: China pulls ahead as motor of 5G smartphones for 2020 | ----------- | |
| FierceWireless: Wireless | 2020-05-29 06:30 | ????0? | |
| Both Qualcomm and Mediatek have kept to their forecasts for 5G for this year. Despite a near 10% unit contraction in the global smartphone market, IDC research confirmed a strong start in the first quarter of the year for 5G; such smartphone shipments were up to 21 million, nearly twice the total in the previous quarter. They will still need to grow a lot more to meet Qualcomm’s estimate of 175-225 million units for the full year (Mediatek’s range is marginally lower).A close look at the 5G numbers shows some areas of strength and some of weakness. The US had a strong start to the year, with 5G phones crossing the threshold of 10% of the smartphone market. This threshold was also breached in Australia. On the other hand, in South Korea, the first market to really turn to 5G, numbers weakened. In Europe as well they were modest.It is difficult to be sure about anything in forecasting this year. However, China is at least probably beyond the major stage of the impact of the coronavirus crisis, so forecasts about the market for the rest of the year are easier to make than almost anywhere else. The government is pushing the pace of 5G as one means to get the economy rolling again. China’s ministry of industry and information technology has called on local administrations to accelerate deployment, and China’s biggest mobile operator, China Mobile, has reaffirmed its 5G rollout.There are two very significant differences between the 5G smartphone market in China and everywhere else at the moment. Firstly, the brand share is almost completely different. Despite South Korea itself no longer being the most important market outside China – the US is now way ahead – Samsung has been increasing its hold on the out-of-China 5G market. In the first quarter it took a whopping 90% of all such 5G smartphone sales. With LG hanging in there with another 3%, that leaves only 7% to the Chinese brands. Moreover, four out of five of those out-of-China 5G sales were of the new Samsung S20 range, which just shows how much 5G currently relies on flagship Android.The second key difference is that the average retail price before sales tax paid for a 5G phone outside China is stable, and for Samsung it is $1,140. In China, to the contrary, this average price is falling, and was half that just quoted for outside China - $557 in the first quarter. While the average price paid for a Huawei device is over $600, it is already below $500 for its three main rivals. -- ???????? | |||
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