After the domestic mobile phone manufacturers and brands experienced a small reshuffle at the beginning of the year when operators cut off their white-box business, and then experienced a second small reshuffle in the subsequent market competition, the term "Chinese Cool Alliance" has become a trend even before it became popular. Past tense.
There are not many big brands left.
Because the product was too spicy and the chicken was too spicy to eat, Wei Luo was assigned to develop overseas markets and clear out inventory.
It has disappeared from the domestic market.
Now I don’t have the time to pay attention to what’s going on in the mobile phone industry.
Coolpad is a little bit crazy.
The drastic cuts in the operator's white-label phone business were targeted across the board, but other manufacturers were not completely rejected like the decline, so Coolpad stacked up the number of models and adopted a sea of machine strategy, engaging in a final wave of madness, which is no longer feasible.
ZTE has taken another path, shifting from customization to contract cooperation for a small number of styles.
Doing the math, in addition to Xinghai, there are currently six well-known domestic mobile phone brands: ZTE, Juchang, Meizu, MI, Vivo, and OPPO.
Boss Lei is busy preparing for the Mi 3 launch conference, planning to make some big moves. With the cost-effectiveness strategy that the Mi series has always adhered to, it is almost completely out of reach of the Xinghai brand’s audience, so there is no need to worry too much.
Needless to say ZTE.
Needless to say about OV, their current sales channels are different and the degree of overlap is not high.
The only ones left are Meizu and Juchang.
As for Meizu, Boss Huang himself still occasionally shows off, which can also be classified as having different audiences.
This leaves Juchang.
But... Juchang also completely withdrew from the Galaxy IC Design Community led by Bolang. Their flagship series happens to be in the same price range as the Galaxy 1 Youth Edition.
So, less than two minutes after the Xinghai new product launch conference, Yu Dadong initiated a meeting within Juchang’s consumer business.
At the beginning of the meeting, Yu Dadong set the tone: "Xinghai 1 Youth Edition will have an impact on our flagship product, and we will think about countermeasures."
The conference room becomes quiet for a moment.
It took a long time for someone to speak: "Mr. Yu, with all due respect, I can't deal with it. I have read the public information about the Youth Edition of Star Ocean 1 many times. It is said that the Youth Edition is actually an upgraded version, with price reduction and quantity reduction, and dimensionality reduction. .”
Someone else analyzed their views from a technical point of view: "From a technical point of view, first of all, the M1 chip is too powerful, much better than the chip on Xinghai 1, not to mention compared with our current K3V2E, or with Qualcomm Snapdragon Top-end configurations, even Nvidia’s top-end configurations, you might as well give in.”
"Actually, there is still a huge gap in experience. The Xinghai brand's ultimate pursuit of experience is completely unreasonable!"
"According to public data, the initial R&D expenditure for the M1 chip exceeds RMB 4 billion. If we do not count the castrated takeout version of M1, which was installed on the Xinghai Tablet 1, the average R&D cost for each M1 was RMB 400! This is such a shame. Apart from Apple, what other company can afford to burn it!"
Yu Dadong looked unhappy and said: "In this way, do you want to discuss how to play Star Ocean 2?"
However, a technical expert actually said a few words: "That's really not of the same magnitude. Although there is no public data, there were discussions on IC design after the M2 was unveiled. The initial research and development cost may be close to tens of billions. If it is calculated as tens of millions of units, Calculated, the initial R&D cost of each machine will be as high as 1,000 yuan!!"
Yu Dadong instantly turned his head and looked directly at the mallet.
The atmosphere in the conference room suddenly became very uncomfortable.
After a while, Yu Dadong withdrew his gaze and said in a solemn tone: "Let me tell you from HiSilicon, when will the chip stop being scolded by consumers!"
The relevant business person in charge of HiSilicon was silent for a moment before speaking: "If...if we plan based on the current R&D investment, it will be conservatively estimated that it will take another three years."
Yu Dadong: "...?"
After a long time, Yu Dadong said: "Try to speed up the process. I will find a way to apply for more R&D funds."
Yu Dadong already knew in his heart that this meeting was meaningless.
The gap is too big.
Even the level of basic parts is far behind, let alone something that burns money to pursue the experience.
He knew better that if Juchang's mobile phone business continued to develop like this, he could safely remain a bystander and return to his main communications business.
At the same time, Yu Dadong has not forgotten that he rejected the IC Design Alliance olive branch offered by Bolang. Therefore, other domestic brands do not need to worry about chip issues, because they can either choose Qualcomm, Nvidia, or the take-out version of the Shenlong M series.
Because Yu Dadong knows that he always seeks truth from facts internally and is not as boastful as he is online.
In fact, according to the original development trajectory, the iterative version of K3V2 did not initially gain a reputation until the release of Kirin 970 in 2017.
It was not until 970 that Kirin added the NPU (Neural Network Unit).
Apple also launched the A11 chip with a neural network engine in the same year.
Generally speaking, the industry's progress in this area is relatively slow. Everyone has a similar understanding of the market, and they seem to be squeezing toothpaste in a tacit understanding.
In fact, Apple has the ability to be a little ahead of schedule, but Juchang does not have that ability. The NPU of the 970 is the IP of Cambrian, and later Juchang kicked Cambrian after it was wiped out.
It's a pity that now there is a crazy person like Bolang who does not follow common sense, and now he has begun to invest in the field of artificial intelligence.
And industry leaders are aware of M2.
If some of the research and development results were not reusable, there would be nothing wrong with the tens of billions of M2 R&D funding. In fact, it would be as high as 8.9 billion. Calculated based on tens of millions of units, each unit would have to share an average of 890 yuan in initial R&D costs.
You must know that the comprehensive cost of Xinghai 2Pro per 10 million units is about 2,600, which is calculated based on the total unit of 50 million units.
Because 50 million pieces of M2 have been produced.
This is why the profit margin of the 20 million units ordered by Mobile will be low, because the number of Xinghai 2/2Pro orders taken by Mobile is only 8 million units, and the amortized cost is higher.
Therefore, several technical staff present at the meeting were right. Most companies really cannot afford this kind of ultra-high initial investment.
It’s just Apple and Bolang that have received crazy reviews.
Let's put it this way, the initial R&D investment for chips and screens alone is almost 14.5 billion. If only tens of millions of units can be sold, the average cost of these two items will be 1,450 yuan per unit.
The material cost must be at least 1,500 yuan spread equally, and then factoring in process costs, assembly costs, operating expenses, taxes, value-added tax, etc., it is bound to be a loss-making business.
Tens of millions of units will be lost~
But now Juchang’s highest target for P6 is only 10 million units.
Now, the total sales volume of Mi 2/2S/2A models is only just over 9 million.
With Boss Lei's cost-effective gameplay, it is impossible to do it. The research and development cost of just one chip would almost cover the selling price.
So in fact, sometimes it’s not that science and engineering men like Boss Lei don’t want to play with core technologies, but that they don’t have the capital.
The sales volume of a single generation model is there. Once it enters the core technology research and development, the investment will be one generation after another, which requires a strong foundation and market confidence.
This is also one of the reasons why later generations of boss Lei were unable to master S2 after trying the first generation of ThePaper S1, and there was no further progress.
The reason why Bolang can afford it is actually because he is gentle, has a strong grasp of market development, and dares to act.
…………
Putting aside the fact that Juchang suddenly reached a deadlock in its mobile phone business, other manufacturers are also very excited.
Specific to the mobile phone alliance group chat, it is basically just a show for the masses.
"Bo Lang went crazy this time."
"Oh shit, the full version of Shenlong M1 plus the integration capabilities of Bolang terminal can make Xinghai 1 Youth Edition, and the starting price is so low, it will make people live!"
"The Xinghai 1 Youth Edition is not something we need to worry about. We just think that if the M2 chip is sold again, we will really have nothing to eat."
"Are you afraid that Mr. Lei will peek at the screen? His Powerful S1 is the big killer against us."
"It doesn't matter anymore, now I just think about who is most targeted."
"This... is probably Juchang and Meizu. They are within the price radiation area."
"If you look at the sales on Mobile's official website at two o'clock in the afternoon, you will almost know what the development will be. Previously, rumors said that 20 million units of Xinghai's new products had been shipped before the launch. Now it seems that Mobile is footing the bill."
"wait."
Boss Lei is actually looking at the screen.
But he really had nothing to worry about.
He was just glad that he had agreed to join Wen Liang's boat early on. Although Pengpai was just a purchased trademark, if the market situation suddenly changed, he didn't have to worry too much about being indiscriminate.
He thought about whether MI could take a pseudo-high-end route in the future, or at worst, it would be over if it didn't come into contact with Xinghai.
There are also key personnel from ZTE, Meizu, OPPO, and Vivo looking at the screen. They all have their own ideas, but they are not too anxious.
Only Yu Dadong, who was also peeking at the screen, was in a more complicated mood.
He mainly began to envy Bolang's internal management process. Juchang is so large that it is not short of money. However, the internal environment of Juchang is relatively complicated. As a commercial company, it is necessary to consider business interests first, and to focus on mobile phone business.
In the current situation, we cannot afford to take that risk.
Although the mobile phone business is divided into several product lines, and one chip can be used for multiple different series of mobile phones, but... if it really wants to catch up with the Shenlong M series, the cost that the company will have to invest is exaggerated.
Even Yu Dadong intuitively believes that if HiSilicon continues to catch up on the current basis, its investment will be higher than Bolang's current R&D expenditure of nearly 10 billion, and it will be much higher.
A simple reason:
people.
There are not many talents in HiSilicon, and there are even fewer talents in domestic research institutes.
As for Bolang... he still knows a little bit. He has opened thousands of large-scale cooperation projects with universities, and has several large laboratories that have gradually become famous. They are really not on the same level.
…………
For such a big event as the Xinghai new product launch, overseas markets naturally pay attention to it.
Especially after the official website of Xinghai overseas was updated, Bolang began to fully market in overseas markets where the time zone is still daytime and the time is before 10 pm, adding fuel to the fire, which naturally attracted traffic attention.
With Bolang's encouragement, the focus of overseas melon-eating netizens was first directed to the official Xinghai English website.
Same navigation bar, but very different names!
The main product categories are: XingHai, atch, AirPods!
That's right, the English official website does not directly translate the mobile phone category as Phone, but directly uses XingHai. The computer specifically uses Window, which means window, which refers directly to Microsoft.
The most critical part is the headphones.
Used the name AirPods!
Now Apple’s headphone products are called EarPods, wired headphone products, and the AirPods trademark was not registered by Apple until 2015!
Now of course it belongs to Xinghai.
However, these names did not attract much attention from overseas netizens. Their focus was mainly on the local launch time of each product...
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PS: Generally speaking, I only have time to catch up on the manuscript at night. For example, I finished yesterday’s second update at almost 1 o’clock at 2 o’clock. Today’s first update will be written now, until I feel sleepy, and then when I go to work during the day
In the process of catching fish, I will wrap it up before releasing it~ It’s not that I messed up, but the focus is mainly on work, and I have to do it right, there is no other way~ Everyone can see how poor the performance of this book is.
If you have a monthly ticket, you don't have high hopes for voting, but you just want to collect 1,000 votes to win a prize. It's an expectation, and I haven't drawn one for several months.
