独家
Jio-Google廉价智能手机可能在排灯节前推出
这款4G智能手机的售价可能低于50美元，该公司将在未来几个月开始预售。
这款智能手机是与谷歌三名知情人士告诉《印度经济时报》，目前正在Wingtech mobile、Dixon Technologies、UTL Neolyncs和Flextronics Technologies的制造工厂进行测试。
这款手机已经通过了研发阶段，该公司正在探索从类似的公司采购零部件的选择塔塔电子他们说。
“谷歌的工作是优化软件，中国ODM(原始设计制造商)Wingtech可能会设计硬件，而其他供应商将进行组装，”一位高管表示。“测试的开始表明，这款手机可能会在第四季度(到12月)推出，甚至更早。”
依赖JioInfocomm、谷歌、Wingtech和塔塔电子直到周四发稿前都没有回应本报的询问。迪克森、伟创力和UTL拒绝置评。
排灯节(Diwali)前后的节日季节将是推出该产品的最合适时机对比研究他的评估是基于与供应商的讨论以及零部件供应持续紧张的情况。
经纪公司摩根大通表示，关于这款智能手机的定价和规格的公告依赖阿里巴巴定于6月24日举行的年度股东大会将是积极的，尽管实际推出还需要一段时间。
这款价格适中的智能手机对于锁定大量消费者至关重要印度信实(Reliance)的3亿功能手机用户Jio-信实的电信子公司-向5亿用户群的目标迈进，专家说。
经纪公司瑞银(UBS)估计，该设备可以在未来两到三年内为Jio增加3000万至4200万用户，使印度4G普及率提高15%，并在24财年前使行业平均收入增加5-10%。
根据瑞银(UBS)对智能手机材料成本的分析，50美元的智能手机可能很难实现，但在零部件上的一些妥协可能会将成本降至65至70美元。
瑞银表示，即使谷歌和Jio开发了一款更轻便的操作系统，也只能在显示器(降低约5美元)和内存(降低约4美元)等领域实现成本降低，这将使定价为50美元的智能手机难以实现。
瑞银补充称:“也就是说，为了4G迁移的更大利益，Jio可以将零售价保持在50美元。”
谷歌首席执行官桑达尔·皮采:与Jio紧密合作，打造平价智能手机
“我们正专注于打造一款平价手机……我们致力于在这个项目上取得进展，我们正在与他们(Jio)合作，”皮采在与来自亚太地区的部分记者的虚拟会议上说。不过，他没有透露其他细节，包括可能的发布日期和定价。
瑞银补充称，这意味着Jio将承担20 - 40亿美元的补贴成本，但用户组合的改善和更高的市场份额可以在大约24个月内支付这笔费用。
根据ET访问的进口数据，制造商目前正在测试两种型号，可能是4G和5G版本，或者两种设备不同的规格，如屏幕大小或内存。
在初步阶段，信实工业公司已经下了7万到8万部手机的订单，这些订单可能会接受预订。
这款设备可能会首先在JioMart和Reliance Digital商店独家销售。
知情人士表示，这款手机将附带Jio SIM卡和利润丰厚的充值服务。
“这款产品的成功取决于它能否以如此低的成本提供真正的智能手机体验，”TechArc创始人兼研究分析师费萨尔•卡沃萨(Faisal Kawoosa)表示。
Kawoosa补充说:“提前预订窗口背后的动机是在市场上制造炒作，并在大规模生产3,000万至4,000万部之前进行试水。”
这款新智能手机是与谷歌的双管齐下的联盟之一。
第一个是谷歌去年6月以3337亿卢比收购Reliance Jio母公司Jio平台7.73%的股份。
第二项是与谷歌达成商业协议，共同开发一款入门级经济实惠的智能手机，优化了Android操作系统和Play Store，支持4g，未来可能支持5G。
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The smartphone, developed in partnership with Google<\/a>, is currently being tested at the manufacturing facilities of Wingtech Mobiles, Dixon Technologies, UTL Neolyncs and Flextronics Technologies, three people aware of the matter told ET.
The phone has crossed the R&D stage and the company is exploring the option of sourcing components from the likes of Tata Electronics<\/a>, they said.
<\/div><\/div>The 4G smartphone is likely to be priced below $50 and the company will start pre-bookings in the coming months.
\u201cGoogle\u2019s job was to optimize the software, Chinese ODM (original design manufacturer) Wingtech is likely to design the hardware, while other vendors will do the assembling,\u201d a top executive said. \u201cBeginning of trials suggests that the phone may be up for launch in the fourth quarter (through December), if not earlier.\u201d
Reliance Jio<\/a> Infocomm, Google, Wingtech and Tata Electronics did not respond to ET\u2019s queries till press time Thursday. Dixon, Flextronics and UTL refused to comment.
The festive season around Diwali will be the most appropriate time for launch, said Neil Shah, partner at Counterpoint Research<\/a>, basing his assessment on discussions with suppliers and the ongoing tight supply situation for components.
Brokerage firm JP Morgan said an announcement on the smartphone\u2019s pricing and specifications in Reliance<\/a>\u2019s AGM scheduled for June 24 will be positive, even if the actual rollout is some time away.
The affordable smartphone is critical in targeting a bulk of India<\/a>\u2019s 300 million feature phone users as Reliance Jio<\/a> \u2013 Reliance\u2019s telecom subsidiary - moves towards its targeted 500 million user base, experts said.
\u201cGoogle\u2019s job was to optimize the software, Chinese ODM (original design manufacturer) Wingtech is likely to design the hardware, while other vendors will do the assembling,\u201d a top executive said. \u201cBeginning of trials suggests that the phone may be up for launch in the fourth quarter (through December), if not earlier.\u201d
Reliance Jio<\/a> Infocomm, Google, Wingtech and Tata Electronics did not respond to ET\u2019s queries till press time Thursday. Dixon, Flextronics and UTL refused to comment.
The festive season around Diwali will be the most appropriate time for launch, said Neil Shah, partner at Counterpoint Research<\/a>, basing his assessment on discussions with suppliers and the ongoing tight supply situation for components.
Brokerage firm JP Morgan said an announcement on the smartphone\u2019s pricing and specifications in Reliance<\/a>\u2019s AGM scheduled for June 24 will be positive, even if the actual rollout is some time away.
The affordable smartphone is critical in targeting a bulk of India<\/a>\u2019s 300 million feature phone users as Reliance Jio<\/a> \u2013 Reliance\u2019s telecom subsidiary - moves towards its targeted 500 million user base, experts said.
<\/div><\/div>India\u2019s telecom market leader has over 426 million subscribers, but is facing stiff competition from rival Bharti Airtel, which is aggressively trying to attract the same set of customers.
Brokerage firm UBS estimates that the device can add 30-42 million subscribers to Jio in the next two-three years, accelerate India's 4G penetration by 15% and add 5-10% to sector average revenues by FY24.
According to an analysis of the bill of materials cost of a smartphone by UBS, a $50 smartphone may be tough to achieve, but some compromise in components could reduce the bill to $65-$70.
Even if Google and Jio develop a lighter operating system, cost reduction will only be possible in areas such as display (by around $5) and memory (by around $4), which will make a smartphone priced at $50 difficult to achieve, UBS said.
\u201cThat said, Jio could keep the retail price at $50 in the larger interest of 4G migration,\u201d UBS added.
Brokerage firm UBS estimates that the device can add 30-42 million subscribers to Jio in the next two-three years, accelerate India's 4G penetration by 15% and add 5-10% to sector average revenues by FY24.
According to an analysis of the bill of materials cost of a smartphone by UBS, a $50 smartphone may be tough to achieve, but some compromise in components could reduce the bill to $65-$70.
Even if Google and Jio develop a lighter operating system, cost reduction will only be possible in areas such as display (by around $5) and memory (by around $4), which will make a smartphone priced at $50 difficult to achieve, UBS said.
\u201cThat said, Jio could keep the retail price at $50 in the larger interest of 4G migration,\u201d UBS added.