Major global economies have accelerated the promotion of 5G commercial landing. At present, China's 5G industry has formed four major industrial chains: planning, construction, operation and application. The industry has broad prospects for development. It is estimated that the number of 5G links in China will reach 428 million in 2025, and the direct economic output will reach 3.3 trillion yuan. IiMedia Research (Ai Media Consulting) monitoring found that in 2018, China's 5G industry chain in all aspects of the relevant enterprises revenue exceeded 100 million yuan, the development trend is good. According to the survey, 73.0% of the netizens are optimistic about the future development of 5G technology. Intelligent manufacturing, vehicle network and wireless medical treatment are the hotspots of netizens'attention. The capital market also pays close attention to the 5G industrial ecosphere. With the deepening integration of 5G into many technologies, the innovative application of 5G in traditional industries will become an important economic growth point in the future, and downstream applications such as smart travel and smart medical treatment will be the first investment hotspot.
According to iiMedia Research, global mobile phone shipments in 2018 were 1.891 billion, down 4.4% from a year earlier, of which smartphone shipments were 1.405 billion, down 4.2% from a year earlier. As the world's largest mobile phone market, China has contracted more sharply than the global market. In 2018, China shipped 390 million smartphones, down 11.7% from 2017, and the stock competition intensified. At the same time, emerging market countries, represented by Africa and India, are in the period of demographic dividend release. Mobile phone penetration rate is generally low, and mainly functional machines. Data show that smartphone penetration in Africa remained at 33% in 2018, compared with 28% in India. Incremental market and upgrading demand of stock market brought by demographic dividend in emerging countries show that the mobile phone market still has great development potential, which attracts the attention of mobile phone giants, who have increased their efforts to explore emerging markets. Overseas sales of Chinese brand smartphones increased to 40% in 2018. With the acceleration of the pace of ““going to sea““ of China's major brands, Transsion's dislocation market competition strategy is gradually ineffective. It will face a positive competition among several giant brands, and the competition will become more intense.
随着老年人口比例上升，中国人口平均寿命的不断增长，中国社会老龄化程度逐渐加深。iiMedia Research（艾媒咨询）数据显示，2018年中国老年人口比例为17.9%，预计到2050年该比例将上升至34.9%。另一方面，较理想的财产收入状况以及不断增加的上网率共同推动着老年群体的消费需求。iiMedia Research（艾媒咨询）数据显示，2017年家庭月收入超过4000元的老人超过1.1亿人，2018年6月7.1%的中国网民为老年人且该占比在逐渐扩大。中国老年市场规模预计2021年将达到5.7万亿元。
With the increasing proportion of the elderly population and the increasing average life expectancy of the Chinese population, the degree of social aging in China is gradually deepening. According to iiMedia Research, the proportion of the elderly population in China was 17.9% in 2018, and it is expected to rise to 34.9% by 2050. On the other hand, the ideal property income situation and the increasing Internet access rate together promote the consumption demand of the elderly groups. According to iiMedia Research, more than 110 million elderly people with monthly family income of more than 4,000 yuan in 2017, and 7.1% of Chinese netizens in June 2018 are elderly people, and the proportion is gradually expanding. China's elderly market is expected to reach 5.7 trillion yuan in 2021.