Even taking into account rising prices and currency depreciation, Wu Siyuan still feels that the price is still too expensive.
Unexpectedly, Yao Dong and Liu Zhengsi felt that the price was set too low, and the price was tentatively set just because this was the first mobile phone of the new brand [Monkey King].
Yao Dong said that consumers who can afford eight to nine thousand yuan will not care about the difference of several thousand yuan. For them, more than nine thousand yuan and more than ten thousand yuan are about the same. The more expensive the [Monkey Mobile] is.
, maybe the sales will be better! What they are selling is a sense of superiority! Look at the mobile phones that others are getting, which are only one or two thousand yuan. The most expensive ones are only three or four thousand yuan, but the mobile phone he got is as high as tens of thousands of yuan.
A different feeling emerged spontaneously.
Wu Siyuan hesitated and said, "Really? In the past few years, [Ari] has been talking about consumption upgrades. Under the leadership of this concept, [Dabao] even gave up its support for many small and medium-sized sellers. As a result,
On the contrary, [Pin Xixi], which specializes in cheap prices, has become popular.”
"The current environment is so bad. Although the country can still survive on its own, most consumers tend to be conservative. Will it have any impact if our mobile phones are so expensive?"
It is normal for Wu Siyuan to have this worry.
In the "China Statistical Yearbook 2021" released some time ago, according to statistics, the balance of RMB household deposits in 2020 was 92,598.6 billion yuan, an increase of 13.9%.
The reason why there has been a double-digit growth in deposits in 2020 is related to the general environment. Many travels and so on are restricted, so consumption has decreased, so the money can only be saved. Another thing is that this matter makes everyone feel healthy.
is important, so it is necessary to save some money for emergencies.
Due to the general environment, investment has become more cautious. I originally wanted to buy a house but did not buy it. I originally wanted to open a small restaurant but also did not open it.
Wu Siyuan believes that in this environment, consumers will be restrained in purchasing high-priced products.
With this restrained mentality, the sales of [Monkey King Mobile] will be affected.
Wu Siyuan doesn't care about profits, he really doesn't care about money now.
But he values the influence behind it.
This is the source of energy for his next time travel.
Faced with Wu Siyuan's concerns, Yao Dong had his own opinion. He said to Wu Siyuan, "Although, in the past 2020, global smartphone shipments fell by 8.8%, and China's smartphone shipments fell even more.
11.2%, but under such circumstances, Apple’s mobile phone sales bucked the trend and rose.”
"This is due to the fact that in the Q4 quarter of 2020, Apple's mobile phone shipments increased by 22.2% year-on-year to 90.1 million units, setting a record for Apple's single-quarter shipments. In the end, Apple ranked first in the world with a market share of 23.4%.
one!"
"Among this data, in the Q4 quarter of 2020, Apple's mobile phone shipments in the Chinese market reached 16.7 million units, ranking second in China, with a year-on-year increase of 34.7%, and a market share of 19.3%, second only to Huawei."
“Although Apple ranked fifth in the Chinese smartphone market in 2020, it was the only mobile phone manufacturer among the Top 5 to achieve positive growth. Its shipments increased by 10.1% year-on-year compared to 2019, with annual shipments reaching 36.1 million.
Department, accounting for 11.1% of the market share.”
Yao Dong believes that the reason why Apple's domestic market share has grown so fast is that price cuts have attracted consumers' desire to buy. Another important reason is that Huawei's mobile phone chips are insufficient, causing part of its high-end market share to be lost to Apple.
snatch away.
Warwick has chip inventory in 2020, but in 2021, Warwick's chip pressure will become greater, mobile phone production will be seriously insufficient, and its missing market share will be taken away by other manufacturers.
Apple phones will undoubtedly take the sweetest part of the cake.
But this is without the Monkey King’s mobile phone.
There is a generational gap between the Dasheng mobile phone and the Apple mobile phone, just like the first-generation Apple mobile phone that came out and the Nokia mobile phone.
This is a time difference.
Apple mobile phones can seize the market of Warwick mobile phones, and Dasheng mobile phones will seize the high-end market of Apple mobile phones and Warwick mobile phones in a more fierce manner.
Apple mobile phones sold more than 36 million units in China a year.
Just one-tenth of it exceeds the current total output of [Monkey King Mobile].
Yao Dong didn't think that with such unique functions, [Monkey King Mobile] would not be able to achieve sales of three million, even if the price of [Monkey King Mobile] was as high as more than 13,000 yuan.
Wu Siyuan was convinced by Yao Dong.
He even thought that 10 million chips would be too conservative.
28nm mobile phone chips are not expensive.
In the past, a 28-nanometer mobile phone chip only cost a few yuan or more. Now, due to supply chain problems, the price has skyrocketed, and now the price is only a few dozen yuan.
Unlike those 5-nanometer chips, which are prohibitively expensive!
A research report by CSET pointed out that the cost of 12-inch wafers manufactured by Taiwan Electromechanical Co., Ltd. at 5 nanometers is approximately US$16,988, which is much higher than the cost of approximately US$9,346 for 7 nanometers.
Take the [NVIDIA] P100 GPU as an example. This product is manufactured at the 16nm node of [Taiwan Electromechanical] and contains 15.3 billion transistors, with a die area of 610 square millimeters.
If calculated according to this calculation, each 300mm diameter wafer can only produce 71.4 5nm chips, and the cost of a single chip will be as high as 238 US dollars, which is approximately 1,600 yuan.
In fact, this is only the wafer manufacturing cost, and the birth of a chip also needs to include [design cost], [packaging], and [testing cost]. This part of the cost is also very high.
According to data from a market research organization, the cost of chips has skyrocketed. The design cost of 7-nanometer chips is US$349 million, and the design cost of 5-nanometer chips will increase to US$476 million. In other words, designing an A14 or Kirin 5-nanometer
chips, the total cost could be as high as nearly $500 million.
After an investigation and estimation, the agency gave the design, packaging and testing costs of each chip at US$108 and US$80 respectively.
If the accuracy of this research report is high, it means that the total cost paid for a 5-nanometer chip may reach US$426, which is approximately 2,900 yuan.
Of course, different chip designs have different costs.
However, there is no doubt that the cost will increase when using 5-nanometer chips.
In order to control costs and consolidate its own advantages, Apple has taken the lead in making a cut. Last year's basic version of the iPhone 12 is not expected to come with chargers and headphones. The purpose is to avoid excessive increases in the price of mobile phones that will make them difficult to sell.
Compared with these major manufacturers, especially Apple, Wu Siyuan found that his own costs were not worth mentioning.
[Dasheng Mobile] uses a 28-nanometer mobile phone chip that has long been mature in the market and is almost being eliminated. The price is already very cheap, but it only uses chip stacking technology and software system optimization to achieve success.
The performance is not inferior to that of 5nm-level mobile phone chips, but the cost is that the mobile phone is larger, heavier and has poorer heat dissipation.
These small problems can be completely ignored in the face of the gimmick of mankind's first real smartphone.
Wu Siyuan feels that the production of more than three million mobile phones seems a bit small?