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拔掉功能手机的插头无异于自杀

被遗忘已久的智能手机表亲——不起眼的功能手机——永远不会打包走人。

Gulveen Aulakh
Gulveen Aulakh 《经济时报》记者
The long forgotten cousin of the smartphone \u2013 the humble featurephone \u2013 is never going to pack its bags and go away forever. Rather it will be back with a vengeance, courtesy a makeover from Reliance Jio which has added a crucial competitive element to its make, which is 4G Volte.<\/p>

So when handset makers<\/a> in the country say that they won\u2019t make featurephones as the cost of the device would go up by at least 30% if a GPS system is installed, as mandated by the government from next year, the threats appear rather empty. This is true especially for Indian players who bank heavily on these basic devices to stay relevant in a market where the Chinese are increasingly dominating at their expense.<\/p>

The government\u2019s diktat is to ensure that people using featurephones --which provide connectivity in the remotest of areas, on the lowest quality networks and even when there\u2019s a fraction of battery power left ---can be tracked when they are in distress, just as smartphones can be since they have GPS in-built. While handset makers -- who have successfully implemented government\u2019s other order of installing panic button -- may argue that the cost increase would have to be passed on to consumers, it\u2019s a cost that consumers may be ready to bear as personal security is top of a common man\u2019s and woman\u2019s, concern.<\/p>

And let\u2019s not ignore the market math here.<\/p>

India\u2019s a market of more than 1.2 billion mobile phone connections, of which realistically more than 850 million are actual users. Of this, the install base of featurephone users is a massive 400 million, as per Counterpoint Research. The number may well be more. Let\u2019s not forget, there are millions of smartphone users who still have a featurephone as a back-up for making calls.<\/p>

A quick look at KPCB Mary Meeker<\/a>\u2019s data on quarterly shipments of phones in India shows that while smartphone shipments in India have been on the rise since 2014, but its share has always been a third to less than half of the total shipments. Meaning, the majority of the shipments \u2013 locally made and imported (if any) units \u2013 are still featurephones.<\/p>

It\u2019s a market opportunity that no one would want to miss or ignore, more so, if you\u2019re trying to gain a foothold. Take the example of Transsion Holdings, the Chinese company which is the No 1 featurephone player in Africa and is now in India with its Itel brand of featurephones and smartphones. Within three quarters of launch, Transsion was No 2 after market leader Samsung in the overall mobile phone market, thanks to its strategy to take share in featurephones.<\/p>

Of the numerous brands in India selling phones, including Indian, MNC, Chinese, Taiwanese, Japanese and other brands, there are just as many of them selling featurephones as those selling smartphones. A check at Flipkart puts the tab at 49 for each after removing a seller and \u2018unknown\u2019. This is after several brands like Apple, Lenovo, Motorola, Oppo, Vivo, OnePlus and more have not ventured into featurephones.<\/p>

The case for featurephones becomes even stronger when one reads about government plans to take financial inclusion to the lowest level of the social pyramid, with the help of low cost devices and high end technology \u2013 and Indian handset makers and telecom companies responding to the call.<\/p>

Lava has already launched its 4G Volte featurephone, albeit at a price of more than Rs 3,000, a level at which an average user can purchase an entry level smartphone. Others like Micromax, and one hears even Intex, have plans for launching 4G Volte featurephone. Micromax\u2019s Bharat 1 is supposed to come with a tool to enable financial payments, at under Rs 2,500.<\/p>

But if Reliance Jio comes with its own 4G Volte featurephone at Rs 500<\/a> subsidised with services, it could change the game in the favour of featurephones completely. 4G Volte would mean free calls. If this device comes with a basic level of financial transaction capability, for instance through USSD, it may well bury the use case for smartphone\u2026 at least for those who are yet to upgrade to a smartphone.<\/p>

If Reliance Jio can make its featurephone a success, it may well change the strategy of several companies that are removing featurephones from their portfolios, or are moving towards smartphones. Given the changing scenario, handset makers would have to choose their strategies, and words, carefully, because if they don\u2019t, they could find themselves in rather precarious situations.<\/p>

For a clue, a look at the country\u2019s telecom sector would suffice.<\/p>","blog_img":"","posted_date":"2017-07-17 09:20:39","modified_date":"2017-07-17 16:41:19","featured":"0","status":"Y","seo_title":"Pulling the plug on featurephones will be suicidal","seo_url":"pulling-the-plug-on-featurephones-will-be-suicidal","url":"\/\/www.iser-br.com\/tele-talk\/pulling-the-plug-on-featurephones-will-be-suicidal\/2487","url_seo":"pulling-the-plug-on-featurephones-will-be-suicidal"}">

被遗忘已久的智能手机表亲——不起眼的功能手机——永远不会打包走人。相反,它将卷土重来,得益于信实Jio的改头换面,它增加了一个关键的竞争元素,那就是4G Volte。

所以,当手机制造商据政府的规定,如果从明年开始安装GPS系统,设备的成本将至少上涨30%,因此他们不会生产功能手机,但这些威胁似乎都是空话。对于那些严重依赖这些基本设备以在中国市场保持相关性的印度厂商来说,尤其如此。在这个市场上,中国人正以牺牲他们的利益为代价日益占据主导地位。

政府的要求是确保使用功能手机的人在遇到困难时能被追踪到,就像智能手机一样,因为它们内置了GPS。功能手机可以在最偏远的地区,在最低质量的网络上,甚至在电池电量仅剩一点点的情况下也能提供连接。虽然已经成功执行了政府另一项安装紧急按钮命令的手机制造商可能会辩称,增加的成本将不得不转嫁给消费者,但消费者可能已经准备好承担这一成本,因为个人安全是普通男人和女人最关心的问题。

我们不要忽视这里的市场数学。

印度手机用户超过12亿,其中实际用户超过8.5亿。其中,Counterpoint Research的数据显示,功能手机用户的安装基数高达4亿。这个数字很可能会更多。别忘了,还有数百万智能手机用户仍在使用功能手机作为打电话的备用设备。

快速浏览KPCB Mary Meeker该公司关于印度手机季度出货量的数据显示,尽管自2014年以来印度智能手机出货量一直在上升,但其份额一直在总出货量的三分之一至不到一半。这意味着,大部分出货量——本地制造和进口(如果有的话)——仍然是功能手机。

这是一个没有人愿意错过或忽视的市场机会,如果你试图获得一个立足点的话更是如此。以传音控股为例,这家中国公司是非洲最大的功能手机制造商,现在凭借其Itel品牌的功能手机和智能手机进入了印度。在发布后的三个季度内,传音在整个手机市场上排名第二,仅次于市场领头羊三星(Samsung),这得益于其抢占功能手机市场份额的战略。

在印度销售手机的众多品牌中,包括印度、跨国公司、中国、台湾、日本和其他品牌,销售功能手机的品牌和销售智能手机的品牌一样多。Flipkart的一项调查显示,在剔除卖家和“未知卖家”后,每位卖家的费用为49美元。此前,苹果、联想、摩托罗拉、Oppo、Vivo、一加等多家品牌还没有涉足功能手机领域。

当你读到政府计划借助低成本设备和高端技术,将普惠金融推广到社会金字塔的最底层,以及印度手机制造商和电信公司响应这一呼吁时,你就更有理由支持功能手机了。

Lava已经推出了4G Volte功能手机,尽管价格超过3000卢比,普通用户可以购买入门级智能手机。Micromax和Intex等公司也计划推出4G Volte功能手机。Micromax的Bharat 1应该带有一个工具,可以进行金融支付,价格低于2500卢比。

但如果瑞来斯Jio自带4G Volte功能手机500卢比通过服务补贴,它可能彻底改变游戏规则,让功能手机更受青睐。4G Volte将意味着免费通话。如果这款设备具有基本的金融交易能力,比如通过USSD,它可能会让智能手机的使用案例消失,至少对那些还没有升级到智能手机的人来说是这样。

如果Reliance Jio能够让其功能手机取得成功,它很可能会改变一些公司的战略,这些公司正在从他们的投资组合中删除功能手机,或者正在转向智能手机。鉴于形势的变化,手机制造商必须谨慎地选择策略和措辞,因为如果他们不这样做,他们可能会发现自己处于相当危险的境地。

要想找到线索,看看该国的电信行业就足够了。

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The long forgotten cousin of the smartphone \u2013 the humble featurephone \u2013 is never going to pack its bags and go away forever. Rather it will be back with a vengeance, courtesy a makeover from Reliance Jio which has added a crucial competitive element to its make, which is 4G Volte.<\/p>

So when handset makers<\/a> in the country say that they won\u2019t make featurephones as the cost of the device would go up by at least 30% if a GPS system is installed, as mandated by the government from next year, the threats appear rather empty. This is true especially for Indian players who bank heavily on these basic devices to stay relevant in a market where the Chinese are increasingly dominating at their expense.<\/p>

The government\u2019s diktat is to ensure that people using featurephones --which provide connectivity in the remotest of areas, on the lowest quality networks and even when there\u2019s a fraction of battery power left ---can be tracked when they are in distress, just as smartphones can be since they have GPS in-built. While handset makers -- who have successfully implemented government\u2019s other order of installing panic button -- may argue that the cost increase would have to be passed on to consumers, it\u2019s a cost that consumers may be ready to bear as personal security is top of a common man\u2019s and woman\u2019s, concern.<\/p>

And let\u2019s not ignore the market math here.<\/p>

India\u2019s a market of more than 1.2 billion mobile phone connections, of which realistically more than 850 million are actual users. Of this, the install base of featurephone users is a massive 400 million, as per Counterpoint Research. The number may well be more. Let\u2019s not forget, there are millions of smartphone users who still have a featurephone as a back-up for making calls.<\/p>

A quick look at KPCB Mary Meeker<\/a>\u2019s data on quarterly shipments of phones in India shows that while smartphone shipments in India have been on the rise since 2014, but its share has always been a third to less than half of the total shipments. Meaning, the majority of the shipments \u2013 locally made and imported (if any) units \u2013 are still featurephones.<\/p>

It\u2019s a market opportunity that no one would want to miss or ignore, more so, if you\u2019re trying to gain a foothold. Take the example of Transsion Holdings, the Chinese company which is the No 1 featurephone player in Africa and is now in India with its Itel brand of featurephones and smartphones. Within three quarters of launch, Transsion was No 2 after market leader Samsung in the overall mobile phone market, thanks to its strategy to take share in featurephones.<\/p>

Of the numerous brands in India selling phones, including Indian, MNC, Chinese, Taiwanese, Japanese and other brands, there are just as many of them selling featurephones as those selling smartphones. A check at Flipkart puts the tab at 49 for each after removing a seller and \u2018unknown\u2019. This is after several brands like Apple, Lenovo, Motorola, Oppo, Vivo, OnePlus and more have not ventured into featurephones.<\/p>

The case for featurephones becomes even stronger when one reads about government plans to take financial inclusion to the lowest level of the social pyramid, with the help of low cost devices and high end technology \u2013 and Indian handset makers and telecom companies responding to the call.<\/p>

Lava has already launched its 4G Volte featurephone, albeit at a price of more than Rs 3,000, a level at which an average user can purchase an entry level smartphone. Others like Micromax, and one hears even Intex, have plans for launching 4G Volte featurephone. Micromax\u2019s Bharat 1 is supposed to come with a tool to enable financial payments, at under Rs 2,500.<\/p>

But if Reliance Jio comes with its own 4G Volte featurephone at Rs 500<\/a> subsidised with services, it could change the game in the favour of featurephones completely. 4G Volte would mean free calls. If this device comes with a basic level of financial transaction capability, for instance through USSD, it may well bury the use case for smartphone\u2026 at least for those who are yet to upgrade to a smartphone.<\/p>

If Reliance Jio can make its featurephone a success, it may well change the strategy of several companies that are removing featurephones from their portfolios, or are moving towards smartphones. Given the changing scenario, handset makers would have to choose their strategies, and words, carefully, because if they don\u2019t, they could find themselves in rather precarious situations.<\/p>

For a clue, a look at the country\u2019s telecom sector would suffice.<\/p>","blog_img":"","posted_date":"2017-07-17 09:20:39","modified_date":"2017-07-17 16:41:19","featured":"0","status":"Y","seo_title":"Pulling the plug on featurephones will be suicidal","seo_url":"pulling-the-plug-on-featurephones-will-be-suicidal","url":"\/\/www.iser-br.com\/tele-talk\/pulling-the-plug-on-featurephones-will-be-suicidal\/2487","url_seo":"pulling-the-plug-on-featurephones-will-be-suicidal"},img_object:["","retail_files/author_1475236110_temp.jpg"],fromNewsletter:"",newsletterDate:"",ajaxParams:{action:"get_more_blogs"},pageTrackingKey:"Blog",author_list:"Gulveen Aulakh",complete_cat_name:"Blogs"});" data-jsinvoker_init="_override_history_url = "//www.iser-br.com/tele-talk/pulling-the-plug-on-featurephones-will-be-suicidal/2487";">