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摩通:中移动(0941.HK)计划明年争取5G上客量7000万户 拟售1亿部5G手机
格隆汇 11-19 13:14
摩根大通发表报告表示,综合中移动(0941.HK) 近期在全球合作伙伴大会上对5G相关服务的资料,公司计划明年争取5G上客量7,000万户,料明年自身可销售1亿部5G手机设备,估计内地明年总体销售逾1.5亿部5G手机设备,同时估计明年第四季每部手机价格将下降至介乎1,000至1,500元人民币。
该行指,中移动冀明年新增7,000万户5G用户,相当其用户基础的7.4%,但仍未确定中移动对5G用户的具体定义(可以按使用5G服务、5G计划或使用5G手机而定),相关应用率较4G早期为少(中移动首推4G服务时,一年4G应用率超过10%)。
该行估计,内地三大电讯商于明年5G客户合计介乎1.2亿至1.6亿户。摩通称,中移动明年在内地销售逾1.5亿部5G手机,料5G手机设备明年中价格会降至约2,000元,至明年第四季会降至1,500元人民币,为鼓励5G销售,中移动将会提供购置5G手机的客户提供价格折扣(一般较官方定价低数百元)。

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