10000mAh手机将至，共享充电宝“掘墓人”来了

Core Viewpoint - The shared power bank industry is facing significant challenges as smartphone manufacturers are set to release devices with battery capacities exceeding 10,000mAh, potentially diminishing the need for shared charging solutions [1][3][9]. Group 1: Industry Trends - Major smartphone manufacturers are expected to launch at least two new models with 10,000mAh batteries next year, driven by advancements in silicon-carbon anode battery technology [1][3]. - The commercialization of silicon-carbon battery technology has already led to smartphone battery capacities reaching around 7,000mAh, making the 10,000mAh milestone almost inevitable [3][9]. Group 2: Consumer Behavior - The rise of shared power banks in 2019 was largely due to consumer "battery anxiety," exacerbated by the increased power consumption of 5G smartphones compared to 4G devices [3][5]. - Shared power banks initially offered a cost-effective solution at approximately 1 yuan per hour, but prices have since increased, leading to consumer dissatisfaction regarding issues like difficult returns and unexpected charges [5][6]. Group 3: Business Model - The shared power bank business model capitalizes on consumer anxiety about losing internet connectivity, positioning itself as a necessary service rather than a convenience [5][6]. - The high pricing and slow charging speeds of shared power banks are strategic, as they maximize revenue by extending user engagement time [6][9]. Group 4: Future Outlook - The potential widespread adoption of silicon-carbon batteries could render shared power banks obsolete, as smartphones may soon provide sufficient battery life to eliminate the need for external charging solutions [9][11]. - Despite the inevitability of this shift, the transition to silicon-carbon batteries will take time due to technical challenges, delaying the decline of the shared power bank industry [11].