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JioPhone下一个推迟:业内专家表示，Jio管理零部件供应短缺和价格的挑战还在前方
由于全球半导体持续短缺，Reliance Jio正式推迟了与谷歌合作开发的廉价智能手机JioPhone Next的发布。这款手机现在将在排灯节前后“更广泛”发售，而不是9月10日。
新德里消息:依赖Jio将不得不投入精力管理的零部件供应是否已经延迟JioPhone下分析师表示，从补贴的角度来看，零部件短缺和成本上升仍将是该公司面临的一个挑战。不过，他们补充说，延迟将给Jio一些时间来纠正在不同级别的测试中发现的故障
“如果我们按价格层分析零部件短缺的影响，入门级价格层受到的影响最大。某些组件的价格上涨了近20%，但这不仅仅是价格的问题，采购这些组件的交货时间也大幅增加，从8周之前到一些组件的16到20周。对比研究告诉ETT乐动娱乐招聘elecom . .
Pathak补充说，对于Jio来说，现在的一切都是关于管理供应。这也可能意味着第一次Jiophone下一个版本在开始关注明年的新sku之前可能会有有限的货架寿命，因为未来6-8个月组件的可用性和价格可能仍然具有挑战性。此外，这也影响了JioPhone Next的定价策略，即从补贴的角度来看，需要吸收多少。”
Jio在一份声明中表示:“这额外的时间也将有助于缓解目前全行业的全球半导体短缺。”
根据官方声明，Jio和谷歌已经开始在有限的一组用户中测试JioPhone Next，以进一步完善。
IDC研究总监Navkendar Singh表示，考虑到困扰消费电子领域的零部件短缺和供应链挑战，Jio的决定是可以理解的。
“尽管智能手机现在不像笔记本电脑和电视等其他产品那样受到挑战。JioPhone Next将使用一些特定的组件作为廉价智能手机，这可能比专注于中端和高端空间的品牌更具挑战性。”辛格补充说，这不会对节日季销售或其他品牌产生太大影响。
根据IDC的估计，未来几周对每个品牌都非常关键，他们正试图为印度争取最大的库存，印度是全球第二大市场。
JioPhone因芯片短缺而推迟下次发布;Jio说，排灯节前后的供应更广泛
两家公司已经开始在有限的用户群中测试JioPhone Next，以进一步完善，并积极努力在排灯节节日期间让它更广泛地使用。
Strategy Analytics的分析师Abhilash Kumar表示，全球零部件价格飙升，这意味着Jio将很难推出设备在一个确定的价格点。
“把它移到排灯节附近也有助于控制价格，因为届时短缺问题将在一定程度上得到解决。这个时间缓冲也将有助于高级测试，并纠正在不同级别的测试中发现的故障，”他说。
受新冠肺炎疫情和相关限制措施影响，半导体芯片制造生态系统普遍中断。在“一切都在家”的背景下，消费者对电子产品的需求激增，芯片供应短缺，智能手机品牌受到了不同程度的影响。
CMR首席行业情报集团(IIG)的普拉布·拉姆(Prabhu Ram)表示，智能手机品牌一直在采取各种策略来应对目前的供应短缺，包括价格上涨或有限的地理发布。“虽然全球领先的智能手机品牌都储备了零部件，但芯片短缺已经对智能手机市场产生了全面影响。这导致零部件价格上涨，导致终端设备成本更高。”
Ram表示，JioPhone Next是Jio功能手机向智能手机迁移目标的关键齿轮，因此Jio推迟发布并增加芯片供应是有道理的。
一位业内高管表示，零部件短缺，尤其是半导体，给所有规模较大的原始设备制造商带来了问题，这些制造商通常会提前确保库存。Jio在全球范围内不是常规的OEM，如果他们计划用大量的JioPhone Next涌入市场，将不得不面临类似的挑战，而不是更大的规模。
Jio瞄准了拥有5.4亿移动用户的庞大市场
该经纪公司表示，按照目前的关税计划，基本JioPhone用户升级到JioPhone Next可能会使Jio 23财年的收入预期提高至多10%，而对于Bharti Airtel来说，智能手机用户的流失可能会使其印度移动业务23财年的收入预期降低2-3%。
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<\/figure>NEW DELHI: Reliance Jio<\/a> will have to put efforts into managing the supply of components of its already delayed JioPhone Next<\/a> smartphone, analysts said, adding components shortage and rising cost will remain a challenge for the company from a subsidy perspective. They however added that the delay will give Jio some time to rectify the glitches identified during different levels of testing
\u201cIf we analyse the impact of component shortage by price tier, the entry level price tier is the most impacted. The price of certain components have increased by almost 20% but it's not just about the price the lead time to procure these components have also increased significantly like from 8 weeks earlier to almost 16 to 20 weeks in for some of the components,\u201d Tarun Pathak, associate director at Counterpoint Research<\/a> told ETTelecom..
Pathak added that for Jio it will now be all about managing the supply. \u201cThis could also mean the first Jiophone<\/a> Next version could have limited shelf-life before it starts focusing on new SKUs for the next year as components availability and price is likely to remain challenging for next 6-8 months. Also this impacts the pricing strategy of JioPhone Next on how much needs to be absorbed from subsidy point of view.\u201d
<\/div><\/div>Reliance Jio has officially delayed the launch of its affordable smartphone, JioPhone Next, which was developed in partnership with Google<\/a>, owing to the ongoing semiconductor shortage globally. The phone will now be available \"more widely\" around the Diwali festive season instead of September 10.
\"This additional time will also help mitigate the current industry-wide, global semiconductor shortages,\" Jio said in a statement.
Both Jio and Google have begun testing the JioPhone Next with a limited set of users for further refinement, as per the official statement.
IDC\u2019s research director Navkendar Singh said that Jio\u2019s decision is understandable considering the component shortage and supply chain challenges plaguing the consumer electronics space.
\u201cThough smartphones are not as challenged now as other categories like Laptops and TVs are. JioPhone Next will be using some specific components as a budget smartphone, which can be more challenging than brands which are focussed on midrange and premium space,\u201d Singh said, adding that this will not impact the festival season sales or other brands much.
As per IDC estimates, the next few weeks are very crucial for every brand and they are trying to get maximum stocks for India, which is the second largest market globally.
\"This additional time will also help mitigate the current industry-wide, global semiconductor shortages,\" Jio said in a statement.
Both Jio and Google have begun testing the JioPhone Next with a limited set of users for further refinement, as per the official statement.
IDC\u2019s research director Navkendar Singh said that Jio\u2019s decision is understandable considering the component shortage and supply chain challenges plaguing the consumer electronics space.
\u201cThough smartphones are not as challenged now as other categories like Laptops and TVs are. JioPhone Next will be using some specific components as a budget smartphone, which can be more challenging than brands which are focussed on midrange and premium space,\u201d Singh said, adding that this will not impact the festival season sales or other brands much.
As per IDC estimates, the next few weeks are very crucial for every brand and they are trying to get maximum stocks for India, which is the second largest market globally.
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