This is not a happy birthday! Apple, Tencent is about to enter the smart TV market?

You will soon have to go to the Lantern Festival on the 15th of the first month to visit the Lantern Festival or have a meal. Of course, Lanterns or dumplings made from various kinds of fillings must be eaten. Recently, the editors have learned that Tencent and Apple, two giant companies are sharpening their knife to enter the television market, I really do not know the two rich companies will be money, in the smart TV's "stuffing" in what is bread, dare to spoil 2016 TV market.

A comprehensive view of the TV market in 2015

Not a few days ago, according to data released by relevant agencies, TVs shipped 230 million units worldwide in 2015, a decrease of 2.5% year-on-year. Despite the sluggish global market, China's color TV industry still maintains positive growth. In 2015, the retail volume of China's color TV market was 46.74 million units, a year-on-year increase of 4.8%.

At the same time, the smart TV penetration rate reached 73% in 2015, and the activation rate was 83%. As of the end of 2015, the number of televisions in China exceeded 100 million, reaching 105 million. On this basis, the sales of boxes related to smart TVs also exceeded 60 million units. This shows that the video ecology based on the TV scene has matured and the profit model has become clearer.

TV sales data is not optimistic enough during the 2016 Spring Festival

Ovid Cloud Network (AVC) monitoring data showed that during the Spring Festival promotional period, the domestic color TV market declined slightly by 2.1%; of which, the online color TV market increased by 32% year-on-year, accounting for 25% of the total, and large-size TVs The sales also continued to climb.

In the interview with a newspaper reporter on February 18, Peng Yi, vice president of Zhong Yikang, also stated that according to incomplete statistics and preliminary analysis, the sales volume in the domestic appliance market fell by about 20% year-on-year in the first half of February this year. Consumers return home, travel, plus one year ahead of last year's Spring Festival this year. If we look at the overall situation of “Yuan Chun” from this year’s New Year’s Day, the market is not so pessimistic. "I have confidence in this year's market. There is a clear trend for product upgrades. Consumers have a lot of home appliances and they will only buy more expensive and better products."

Apple's march into the TV market is just "waiting for the wind!"

Since the sales of the iPhone 6S have not reached expectations, will Apple enter the smart TV market in 2016? These suspicions are not groundless. Apple's shareholders once predicted that Apple will enter the TV industry, and in 2016 sales may reach 16 million units and receive US$15 billion in revenue. US tech industry analyst Gene Munster It was also predicted in earlier years that "in the next two to four years," Apple will launch televisions. As we all know, this strategic layout was rejected by Cook.



In October of last year, Apple TV was launched in more than 100 countries before the end of the year. As a TV-oriented content product, in addition to videos of U.S. Internet video service giant netflix and US cable TV giant HBO, Apple also launched Leisure games, health management games, shopping, hotel reservations, real estate search, and other software for families to entertain in the living room.

These will become a strong guarantee for Apple's entry into the TV market. However, entering an industry will inevitably be difficult. At the beginning, iphone entered the field of mobile phones. Nokia and other giants occupy most of the market share and may not be subverted. Therefore, it is not without chance for the iphone to enter the smart TV field. In addition, the iOS system will pave the way for the iphone to enter the field of smart TVs. The closed system will build up a strong industrial ecosystem around Apple. These will become Apple's hard currency into the smart TV.

Penguin spoils TV market has been planning for a long time

In August 2014, Tencent and Konka launched a game-playing TV; in October, TCL and Konka reconnected with Internet TV. At the end of last year, Tencent also released the "QQ Internet" social intelligence hardware open platform, and the partners are terminal giants, the frequency of cooperation is getting higher and higher, Tencent formally established a social intelligence hardware open platform, into the intelligence Hardware area. In January 2015, Konka Smart TV became the first TV brand to formally launch the QQ IoT platform. It can be said that Tencent has already carried out "testing water" many times in the smart TV industry.




Secondly, Tencent's content can be said to be a powerful resource library, with more first-level user blessings and big data support. This will also have inherent advantages in the construction of content output platforms. If Tencent has completed the "Search+Map+O2O" mobile terminal layout, it will seize it. OTT's emerging market opportunities to promote smart TV services are equivalent to taking one more step at the starting line.

Although Tencent has a strong layout in the Internet, e-commerce, search, maps, finance and other Internet areas, from the perspective of the mobile Internet's entrance, the launch of WeChat has also allowed it to ride away. The problem is that Tencent still lacks a powerful intelligent hardware platform.

The editors believe that if Tencent is involved in smart TV, it is very likely that it will be completed in a cooperative manner. Then, which company will Tencent choose to be a cooperative OEM?

As we all know, LeTV took a share of TCL last year and was strong and united. The editor believes that Tencent will not choose an Internet company to be its own OEM partner. It should choose companies like Konka and Skyworth with years of TV technology research and development to choose cooperation, and then combine the software and hardware to complete the television to a greater extent. The sense of science and technology on the screen, but also a strong content and resource library support.

In addition, after Tencent has done smart TVs, Tencent-based companies such as JD.com and Dazhong Comments can also be used as the marketing channels for Tencent smart TVs. These are undoubtedly not available to any TV company.

Written in the final: In the face of the bloody rainy TV market, Apple and Tencent have considerable advantages in all aspects! The smart TV market is still very large, especially in the third-tier cities or the rural areas. We do not know whether Apple and Tencent will continue to stage “far too prescious” farce. How will some Internet companies respond? According to the editors, some TV manufacturers have already broken the low cost of selling prices. Do you not know that, in the face of these, willful Apple and corporate empire can play?

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