Although the domestic color TV market is weak and the profits of most listed color TV companies have fallen, the value of large screens in smart homes continues to attract new predators preparing to enter across the border. Huawei is one of them.
Huawei has reset the TV project team and conducted research on hardware and UI levels; the Huawei TV project team has recently been recruiting people and is also in contact with upstream panel vendors. Unlike Xiaomi’s TVs, Huawei may focus more on the layout of 8K displays in the era of 5G communications (that is, with a resolution of 7680×4320 pixels, and TVs on the market are now dominated by 2K and 4K).
However, in response to the above-mentioned rumors, relevant persons from Huawei responded to the CBN reporters saying that they had not heard of it.
Peng Xiandong, general manager of the consumer electronics division of Zhongyikang, told China Business News that Huawei has been aware of the color TV market five years ago and has recently communicated with some TV panel manufacturers. "So, if Huawei does a TV, it's not surprising at all."
Peng Xiandong believes that, first of all, Huawei will not be limited to the field of communications equipment, because the communications equipment market, including smartphones, has passed a rapid growth stage. Huawei must look for new strategic industries, while IOT (Internet of Things) and smart home The prospects are broad. Huawei has already deployed home routers, home Internet and other services, and home smart large screens play an important role in smart homes.
Secondly, Huawei mobile phones have a large number of users, and the realization of user value needs to meet their new needs. At present, TV users have gradually become accustomed to paying to watch videos. The AURP (average consumption) value of Chinese smart TV users (only the part distributed to the color power plant) has reached 60 yuan/year. If the enterprise reaches the tens of millions of activated smart TVs , Then it means that one year's operating income can reach 600 million yuan. The operating value of smart large screens has attractive prospects.
Next, it depends on when Huawei chooses to do TV. At present, the TV industry is still in a period of chaos, the market is weak, profits are declining, oligarchs have not yet appeared, and it is easiest to enter when the most difficult and chaotic times. Peng Xiandong revealed that "Huawei has suddenly accelerated in the past two years." The TV project team five years ago later switched to smart wearable products, and now the TV project team is re-established, and it is also subdivided into hardware and UI preparations.
Dong Min, vice president of AVC, also told CBN reporters that there is currently no prototype of Huawei Honor LOGO, and there is no record of Huawei TV on the domestic 3C certification website, so no unfounded guesses are made. However, it is understandable and a natural business extension for mobile phone manufacturers such as Huawei to make TVs. After all, the industry chain is connected, and the attributes of the Internet are also similar. Huawei's many offline stores also need more products to transform low-frequency consumption into high-frequency consumption, thereby expanding marginal benefits. Regardless of whether the main business is mobile phones or TVs, top consumer electronics manufacturers have the necessity and possibility of perfecting the ecological chain, and the melting of multiple screens.
5G applications and smart homeA related person from an upstream TV supplier who did not want to be named also told a reporter from China Business News that Huawei wanted to make TV two or three years ago. At the earliest, Huawei wanted to provide customers with overall solutions in Europe, from communication equipment to terminal products. . At that time, Huawei and panel manufacturers discussed and cooperated more with 4K TVs, and there has been no clear progress so far.
In the future, if Huawei does TV, it is expected to target 5G applications. It is of little significance to develop 5G applications solely from the mobile terminal. 5G has two major applications in the terminal, one is driverless, and the other is 8K display. Because the replacement cost of broadband at home is relatively high, and 5G wireless communication can meet the needs of 8K ultra-high-definition display, 8K is a potentially huge market.
5G communications will be commercially piloted in 2019. In the first half of this year, a not-so-noticeable news is that Huawei has provided the Internet of Vehicles technology for driverless cars. In fact, whether it is "making cars" or the rumored "making TVs" "Huawei aims to seize the future application market of 5G communications.
"Huawei will not directly compete with Skyworth, Hisense, and TCL for the TV market. It may only focus on 8K TVs and 8K displays." This person analyzed that Huawei does not necessarily want to make 8K TVs by itself, if others have already done so in the market. When it is very mature, Huawei will play a good role as a network service provider; otherwise, it may do a lot of work.
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-scene experience, and their business essence is "people" rather than "things."
Glory President Zhao Ming told reporters in an interview a few years ago that TV products are one of the few areas that Huawei is analyzing and researching whether to enter.
"Frankly speaking, this is the interaction center of the family. It may be after the mobile phone and Pad platforms, and the next platform is TV. We are studying, if we do TV in the future, how will it be different from other people? If we really enter, When the price is hit, the contribution to the industry is very small. To be honest, this is destroying the industry, not contributing to the development of the industry. We sometimes talk about this matter, but on the other hand, it actually hurts this. The future of the industry is a medium- and long-term plan." Zhao Ming said that Huawei has always controlled its desire to intervene in other fields, and the voice of not doing it internally is louder.
And Dong Min believes that “the TV industry needs to break through product boundaries, shape boundaries, function boundaries, channel boundaries, and industry boundaries to break through the dilemma. Black electricity is an over-mature category. The intervention of high-end brands such as Huawei may help the entire industry. The reconstruction of the product echelon, price gears, and profit distribution system will promote the industry and enterprises out of the quagmire of price wars and the vicious circle of low prices and negative profits."
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