Despite the weak domestic color TV market, most of the color TV listed companies' profits have fallen, but the big screen value of smart homes continues to attract new predators to prepare for cross-border entry. Huawei is one of them.
The first financial reporter learned from relevant channels that Huawei has re-established the TV project team and conducted research on the hardware and UI levels. The Huawei TV project team recently recruited people and was also in contact with the upstream panel makers. Huawei may focus more on the 8K display in the era of 5G communication (that is, the resolution is 7680×4320 pixels, and now the TV on the market is mainly 2K, 4K).
However, for the above rumors, Huawei related people responded to the First Financial Reporter that they had "not heard".
Reset TV project team
Peng Xiandong, general manager of Zhongyikang Consumer Electronics Division, told the First Financial Reporter that Huawei began to understand the color TV market five years ago and recently communicated with some TV panel factories. 'So, if Huawei is doing TV, it’s not surprising. . '
Peng Xiandong believes that, first of all, Huawei will not be limited to the field of communication equipment, because the communication equipment market including smartphones has already experienced rapid growth, Huawei must find new strategic industries, and IOT (Internet of Things), intelligent home Broad prospects, Huawei has laid out home routers, home Internet and other services, and the home's smart big screen is in an important position in smart home.
Secondly, Huawei mobile phones have a large number of users, and the user value needs to meet their new needs. At present, TV users have gradually become accustomed to paying to watch videos, and the AURP (Average Consumption) value of Chinese smart TV users (only for the color power plant) Already up to 60 yuan / year, if the company reaches 10 million levels of activated smart TV, it means that the operating income of one year can reach 600 million yuan. The value of intelligent large-screen operation, attractive prospects.
Next, let's see what time Huawei chooses to do TV. At present, the TV industry is still in a chaotic period, the market is weak, profits are falling, the oligarchs have not appeared, the most difficult, the most chaotic time is the easiest to enter. Peng Xiandong revealed, 'The two In the past, Huawei suddenly accelerated. The TV project team five years ago later switched to smart wearable products. Now it has re-established the TV project team, and is also subdivided into hardware, UI and other aspects.
Dong Wei, vice president of Avi Cloud (AVC), told the First Financial Reporter that there is no prototype of Huawei's glory LOGO. There is no Huawei TV registration on the domestic 3C certification website, so no unfounded speculation is made. However, Huawei and other mobile phone manufacturers can understand the TV, and the business is extended. After all, the industry chain is connected, and the properties of the Internet are similar. Huawei's many offline stores also need more products to convert low-frequency consumption into high-frequency consumption. Expanding marginal benefits. Regardless of whether the main business is mobile phones or television, top consumer electronics manufacturers have the necessity and possibility of perfecting the ecological chain and melting multiple screens.
5G application and smart home
A TV upstream supplier who asked not to be named also told the First Financial Reporter that Huawei wanted to do TV two or three years ago. The first Huawei wanted to provide customers with a total solution in Europe, from communication equipment to terminal products. At that time, Huawei and panel makers discussed cooperation with 4K TV. There is no clear progress so far.
In the future, if Huawei is doing TV, it is expected to target 5G applications. Because it is not meaningful to develop 5G applications from the mobile side. 5G has two applications in the terminal, one is unmanned driving and the other is 8K display. Because of broadband replacement at home The cost is higher, and 5G wireless communication can meet the needs of 8K ultra high definition display, so 8K is a huge potential market.
5G communication will be commercialized in 2019. In the first half of this year, a less interesting news is that Huawei has provided car networking technology for driverless cars. In fact, whether it is 'making a car' or rumoring 'making TV' ', Huawei is to seize the future application market of 5G communication.
'Huawei will not compete directly with Skyworth, Hisense, TCL for the TV market. It may only focus on 8K TV and 8K display.' This person analyzed that Huawei does not necessarily have to do 8K TV itself, if others have already done the market It is very mature, Huawei will be a network service provider; otherwise, it may take a big step.
In addition to 5G applications, the smart home market is also an important part of Huawei's future strategic layout. Huawei's consumer business CEO Yu Chengdong once said that in the next 10 years, smart terminals will enter the era of full-scenario experience, and its commercial essence is 'people' rather than ' Object'.
Zhao Ming, the president of glory, told reporters in an interview a few years ago that TV products are one of the few areas in which Huawei should not enter in analysis and research.
'Frankly speaking, this is the interactive center of the family. Maybe after the mobile phone and the platform of Pad, the next platform is TV. We are studying, if we do TV in the future, what is the difference compared with other people, if we really enter, The price is down, and the contribution to this industry is very small. To be honest, this is to destroy the industry, not to contribute to the development of the industry. We have somehow said this thing, but on the contrary, it actually hurts this. The medium- and long-term plan for the future of the industry. 'Zhao Ming said that Huawei has always controlled its own desire to intervene in other fields, and the voice that is not done internally is even louder.
Dong Min believes that 'the TV industry breaks through the dilemma and needs to break product boundaries, shape boundaries, functional boundaries, channel boundaries and industry boundaries. Black electricity is an overly mature category, and the involvement of high-end brands such as Huawei may help the entire industry. The product echelon, the price level, the reconstruction of the profit distribution system, thus pushing the industry and enterprises out of the quagmire of price wars and the low-cost negative profit circle.