Huawei is thinking about launchingTVMachine, mainly because it wants to build its own ecosystem around consumer electronics.
5G TV has an advantage in that it does not require fiber optic or cable set-top boxes, and traditional cable TV and satellite broadcast services require such components. 5G TV can be used as a routing center for other electronic devices. The ultra-high-definition 8K resolution screen is the highest-end TV screen on the market, with 16 times more pixels than a 1080p screen.
Huawei is the world's largest manufacturer of television equipment, surpassing Apple in the first quarter of this year, becoming the second largestMobile phonemanufacturer. It has hinted to the industry that it will take the lead in the 5G era. In addition to the 5G base station, Huawei also released a 5G folding screen mobile phone, in addition to several 5G homes.routerIt will be listed at the end of the year.
8K is also an important battlefield. Samsung is the world's largest TV manufacturer. It just launched 8K TV this spring, but it has no 5G function and starts at $4,999. Apple launched the Macintosh TV in 1993, and it was a success. After that, no TV was released. However, in 2006, Apple introduced a digital streaming set-top box, also known as Apple TV, which was upgraded several times and put many third-party applications, such as Netflix. In March of this year, Apple launched Apple TV Plus, a paid subscription service with original Apple content.
IHS Markit estimates that 8K TV shipments last year were less than 20,000 units, which will increase to 430,000 units this year and climb to 2 million units next year.
As far as TV is concerned, Huawei is not a newcomer. Huawei's HiSilicon is the world's second-largest TV chip provider, second only to MediaTek, and Haisi provides chips to Hisense, Skyworth, Changhong and Sharp. Haisi also develops a home 5G modem chip. The modem chip is very important, it can determine the data transmission speed, mobile phone call quality.
Although Huawei canJingdongFang and Huaxing Optoelectronics purchase large-size TV screens, but the large high-quality 8K screens are still dominated by Samsung Display.
Eric Zhao (Eric Chiu), analyst at WitsView, said: "Huawei has the most resources and knowledge in 5G compared to existing TV manufacturers. At this moment, it is only natural that it wants to enter the market. Can Huawei win market share quickly? "We don't know, but this will certainly help Huawei expand its brand, move into new markets and further consolidate its own ecosystem," he said.
TrendForce analyst C.Y. Yao believes that 5G 8K TV has many challenges. He said: "In addition to 5G base stations, regional small base stations are needed, and 8K ecosystems are needed, including cameras, 8K TV processors, encoders and decoders for broadcasting 8K content, which are not yet mature." CY Yao believes that with telecommunications It is also necessary for operators to cooperate to support 5G services.
In addition to TV, Huawei also wants to become one of the top five PC manufacturers by 2021. In 2019, its goal is to increase PC shipments by a factor of two. At present, Huawei notebooks are highly dependent on Intel chips, but Huawei is developing its own CPU for computer products.
In the PC market, Huawei is late, and the first notebook was launched at the end of 2017. Last year, Huawei shipped about 1 million notebooks, and the entire market shipped 259 million units. Apple is the world's fourth-largest PC maker, with shipments of about 18 million units last year.
Linford Wang, president of the Tablet PC product line of Huawei Consumer Business Group, said in an interview with Japanese media that the reason for making computers is to supplement the consumer electronics ecosystem. He also said: "If we can expand market share, then of course it is a good thing."
Joy (Joey Yen), an analyst at IDC, said Huawei's emerging PC business was doing well in China, taking 4 percent of the market last year, putting pressure on small PC manufacturers such as Acer and Asustek. "Huawei has opportunities to expand in emerging markets," Joy said.
Can Huawei challenge Apple's brand image? Joy won is less confident, talking about Huawei's operational strategy: "of course Huawei wants to have key consumer electronics, such as laptops, smart speakers, headphones, TVs, and so on." This allows consumers to stay in their ecosystems and be more loyal to Huawei phones. "
In 2018, Huawei's consumer electronics business unit became the company's largest revenue source for the first time, accounting for 48.4% of annual sales of 721.2 billion yuan. In 2018, Huawei shipped 206 million mobile phones, making it the world's third largest mobile phone manufacturer, second only to Samsung and Apple.