In late April, Yike's performance in the secondary market gradually stabilized.
On the one hand, the first half of the year press conference was postponed to the last day of this month, with routine upgrades to tablet products, focusing on the launch of the Y-Book equipped with Intel's latest 14nm chip, and the release of some smart home products from partner manufacturers.
This shows that Yike's business activities are on track and have not been greatly affected.
On the other hand, following the breakdown of wafer foundry negotiations with Intel, Yike has received more news in this field. It is said that it has had extensive contacts with Samsung, UMC, and Taiwanese journalists.
Although the contact has not yet produced results, it undoubtedly shows that Yike is actively reducing supply risks.
Yike's doubts have not been resolved, but such a successful Yike seems to have the inertia to successfully solve problems. This has been evaluated by many analysts as "the temperament of a great company", and then a new problem lies ahead.
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Who can stop Yi Ke?
The Mars8 series has brought great success to Yike, but it cannot be brilliant forever.
Especially when ice cores are restricted and when the wafer manufacturing process is unlikely to bring about a new generation of breakthroughs this year like last year, there must always be a hero to stand up and stop the big devil.
So, who is it?
On May 3, Samsung released a preview of its new flagship.
As if to respond to the expectations of public opinion, it has stepped forward and announced that it will hold a mobile phone flagship new product launch conference on May 21, launch new products based on Taiji 16nm process chips, and launch a new product series named "Glory"
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Glory, brilliant.
Maybe Trump really can't do what Yike can do, so he can only launch a new series to build Samsung's new glory.
The flagship launches of Yusanjia in previous years are not far apart. Samsung's actions this time are undoubtedly due to the pressure of the market being cannibalized, and it released its flagship mobile phone in advance to save the disadvantage.
This further drove Samsung’s Trump mobile phones to dive, but it had no better way.
Following Samsung's actions, unverified rumors spread. It is said that Samsung made great concessions on price in order to prioritize Taiwan's production capacity.
Samsung and Taiwanese have a competitive relationship, and their major customer Apple was stolen by the other party again. However, this time Qualcomm intervened, and Samsung apologized with price, so this new product was born.
However, although Samsung was hit hardest by Yike, Apple was also unhappy. It announced similar news shortly afterwards, and the new product launch was held in mid-June.
Both major rivals have adjusted their new product plans. I thought Yike would also make news, but it has not released any news for several days. According to US President Schroeder, the company's new products will still be released in the fall.
Wall Street analysts believe that even if Apple and Samsung launch new products based on Taiwanese technology, the Mars8 series will still be competitive, so Yike is not in a hurry to change its plans.
Another factor that must be considered is that Yike has obtained the temporary license from BIS, and there may still be a game with the administrative level. No matter which manufacturer it can add, Ice Core will be the most suitable for cooperation. If it can
By using the best process technology, the quality of this year’s flagship can remain stable.
However, there are obviously variables with "temporary" licenses.
At present, it seems that Yike is trying its best to reduce the variables, and senior executives including Apple and Samsung have also expressed their own opinions in informal settings. They do not think it is difficult for Yike to solve the manufacturing process.
According to the most likely scenario now, even if Yike cooperates with GlobalFoundries, its competitiveness will only be weakened.
Compared with the two direct competitors of Yike, the domestic hero seems to be Alibaba.
Since Ali's successful listing, it has been adopting a very proactive offensive strategy, focusing on the e-commerce market, and competing head-on with the Yike Group in many fields.
The outside world generally believes that this competitive situation comes from the huge gains achieved by Alibaba's listing, but the senior management basically believes in "Feng Qingyang"'s judgment on the head of Yike.
——Mr. Fang has been doing this for these years, how could he back down?
Based on the extension of this judgment, on the one hand, Alibaba continues to consolidate its advantages in e-commerce, and on the other hand, it is also extremely willing to spend money in areas such as travel, games, and social networking.
The first to see results is the mobile travel field, which has been waging a price war for two years.
Alibaba increases subsidies, and Uber finally doesn’t want to play anymore.
Uber had been planning to enter the Chinese market for a long time. It thought it had picked a very good opportunity to enter the market. The three brands had been fighting fiercely for a long time. It was the moment when they were weak, and the immediate acquisition of Duji's business as soon as they entered seemed to prove it.
own observations.
However, I never expected that the remaining three families, Yike, Ali, and Penguin, would be so resilient and determined!
The mark is down. This is not the end of the price war, it only means that it has entered the second half.
Uber originally relied on investor Masayoshi Son around the Spring Festival, and also saw other rivals' intentions. However, Yi Ke resolutely rejected the truce proposal, and Alibaba continued to increase subsidies, and finally...
On May 15, Uber officially announced that it would reduce the amount of subsidies in the Chinese market, injecting a clear stream into the red-eyed mobile travel market.
Subsequently, Holly, the senior vice president who was originally responsible for the Chinese market, was transferred, and a vice president with a lower level of responsibility was assigned to the relevant work.
This move was interpreted as Uber temporarily abandoning the Chinese market.
Before returning to the United States, Holly gave his last media interview with a sense of disappointment, predicting the future mobility market.
"There will probably only be two major brands in the Chinese market in the future, and Penguin will definitely be out of the game soon."
"This kind of competition in the subsidy war is abnormal and unhealthy, but it is a last resort. Both Yike and Alibaba have too strong funds, but this does not make people desperate. The most desperate thing is that
This is not only a competition for funds, but also a competition for various resources.”
"How does Uber compare with Yixin and Alipay? They can both have built-in programs, which naturally shortens the distance between them and consumers."
"In this regard, it is difficult for Penguin to compete with these two companies."
"We spent two years teaching consumers how to use electronic payment to hail a taxi, but in the end, everything was just a wedding dress for Yipay and Alipay."
"Such competition is unfair, but the reality is far from fair."
Hawley’s interview was full of resentment. Uber was unable to match Yike and Alibaba, which had developed earlier in terms of capital, resources, technology, etc. It seemed that these two companies were really willing to pay no attention to the cost.
They are competing for mobile travel, but more importantly, they are competing with each other for payment application scenarios.
Since the Spring Festival, the promotion of Alipay and Yipay can be seen almost at any time. The competition between the two companies in this regard is no longer limited to traditional e-commerce fields such as Taobao and Yiguo, but has spread to pan-e-commerce scenarios.
In addition to well-known brands, such as Dada and Kuaidi, Mi Tuan and Word of Mouth, the cash registers of offline chain stores and even the collection and payment of community stores have become the battlefield for competition between Alibaba and Yike.
Duji cannot match this kind of all-round three-dimensional competition. Its core search market is already crumbling, and Penguin is equally powerless. It knows better than anyone else the siphon effect of traffic dominance.
In the first half of 2015, the competition between Alibaba and Yike was very eye-catching. As the leader, Ma Chen frequently appeared in the media spotlight and commented on competition and development in many fields.
On the contrary, no matter whether it was the press conference in the first half of the year or the many bad and good news from Yike Abroad, Fang Zhuo had no intention of standing up. Instead, Executive Vice President Yu Hong presided over the company's related work.
Occasionally, someone on Douyin captured videos of Mr. Fang in different cities, either during inspections or on the way to inspections, but these short videos did not get much traffic.
Just before the release of Samsung's new flagship, Yike was exposed to a piece of news that aroused much media discussion. It was recruiting practitioners in automobile-related industries, and there were many positions.
Last year, Apple was exposed to a tram project called "Titan". Will Yike follow suit this year?
Or is it that Yike is just providing automotive-related chip solutions?
In many cases, Yike and Bingxin can be regarded as one. The latter has been providing automotive chip solutions in recent years, especially in factories in Germany, which has cooperated with many European brands.
Perhaps, after the ice core restrictions, Yike took over some of this work?
The news was quickly verified, and the answer came from Yu Hong, co-founder of Yike.
When interviewed by the media, she responded to the matter lightly: "We have indeed established a vehicle-related project. The development of electric vehicles has been rapid at home and abroad in the past two years. If possible, Yike is also willing to try in multiple fields.
.”
Because of this sentence and the confirmation of the Yike vehicle project, the stocks of domestic automobile-related companies have risen to varying degrees.
The reporter finally caught the senior executive of Yike, who is still at the level of Mr. Yu. Naturally, he had to ask clearly: "What are Yike's goals in the tram field?"
"Yike has not set a goal for the time being. The project has just been established." Yu Hong said pragmatically, "Personally, if possible, I hope to bring something new to the traditional automobile industry, but this is not yet
It depends on the research and development status of the project.”
The reporter wanted to ask more questions, but Yu Hong had already waved her hand not to elaborate further.
Therefore, the reporter could only quickly ask about the plans of Yike mobile phones, focusing on the price cuts of previous generations of Samsung and Apple and the arrival of new products.
"The price cuts of Samsung and Apple are just that their mobile phones have found a more suitable position." Yu Hong commented on the other party's promotion, and said, "Whether it is chip performance or overall use, Mars8 will not be outdated this year. I watched Samsung's new
The screen of Glory is really good, which is its strong point, but it didn’t bring any surprises to me.”
"Qualcomm's 810 last year had a heating problem, which made consumers very dissatisfied. Maybe they can improve this problem this year."
"The flagship adjustments between Samsung and Apple can be considered a healthy competitive interaction. Yike hopes that there can be more interactions like this."
Immediately afterwards, she answered the reporter's more sensitive questions about the BIS temporary license, Yike's negotiations with GlobalFoundries, etc., which was basically consistent with Yike's previous response.
This interview by Yu Hong was at Yike's public event in Shanghai, and the person opposite was also from the central media, so she remained patient.
Until the end of this interview, the reporter couldn't help but ask about the man's movements.
"We have noticed that Mr. Fang has been keeping a low profile recently. What has he been busy with recently?" the reporter asked cheerfully.
Yu Hong smiled back and did not answer the question.
What can he be busy with? He has been busy with the guarantee and integration of all aspects of the ice core since February. Except for the online meeting of the general office on major matters, his voice can hardly be heard.
I thought that I, the "King of the United States," was cutting off vassals, but I didn't expect that I would turn around and come back to inherit the throne.
She complained in her heart, but soon after finishing the interview, she turned her thoughts to the next work at hand.
Due to the restrictions on Bingxin and the subsequent impact of Yike, the work tasks held by Yu Hong, the executive vice president, are indeed a bit abrupt, but she is very familiar with the company's affairs, and she single-handedly brings out the top market leaders, and then relies on the general office's decision-making
There were no problems with the mechanism or processing.
The only thing that surprised Yu Hong was that Ali's offensive momentum in the first half of the year was too enthusiastic, almost as if he was going to fight to the death with Yi Ke this year.
Fortunately, Yike thinks the same way. It has been preparing for the alliance and preparation of multiple platforms, and plans to deepen the allocation of resources and go straight to Alibaba's core e-commerce.
Yike has rich experience in competing with giants. Facts have proved that the combination of bleeding non-core businesses and attacking core businesses is a more effective way to compete.
Although Yike may encounter its biggest challenge since its establishment this year, this will not delay its competition with Alibaba.
On June 2nd, Yu Hong led Yike's senior management to fly to Xiangjiang, and as co-founder and executive vice president, she took the stage to ring the bell and complete Yike's secondary listing in Xiangjiang.
Affected by Yike's recent market performance and the new project news disclosed by Mr. Yu, Yike's Hong Kong stock market rose sharply on the first day of listing. Its market value in U.S. dollars was nearly 10 billion U.S. dollars higher than that of Nasdaq, and finally closed at 940,000.
billion Hong Kong dollars, becoming the market capitalization leader of Hong Kong stocks.
Domestic media spoke highly of Yike's listing.
However, in just two days, a piece of news from GlobalFoundries made Yike’s prospects a bit confusing.
GF CEO Sanjay announced the end of negotiations with Yike, announcing that the cooperation between the two parties had failed. This was not a commercial factor. The SEC stopped GF’s stock issuance plan due to the sensitivity of advanced technology.
Sanjie was very dissatisfied with this. It was indeed advanced technology, but...this time it was someone else’s advanced technology!
However, the SEC's intervention was very firm and gave no room for mediation.
Yike's stock price has fallen again. Following the hopeless cooperation with Intel, GlobalFoundries is also unable to become a supplier of Yike. In the next six months, the attitudes of Taiwanese reporters, Samsung, and UMC will become a key indicator.
This will most likely lead to delays in Yike’s new products this year.
Even though Yike's Mars8 series has chips of the same level, its competitiveness against new products from rivals Apple and Samsung is obviously less than last year.
From the end of February to the beginning of June, Yike's troubles went through many twists and turns, and seemed to have gradually become a chronic disease.
Regarding this situation, the New York Times used what Mr. Fang once said to other opponents: There is not much time left for Yike.
This chapter has been completed!