The hottest sales volume is not proportional to pr

2022-08-15
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The sales volume is not proportional to the profit. How can the industry get rid of the "blind" era

according to the data report on the operation of electronic information manufacturing industry in the first half of 2018 released by the Ministry of industry and information technology, the main business income of the communication equipment manufacturing industry increased by 10.9% year-on-year, and the profit decreased by 4.3% year-on-year. Among them, the output increased by 3.4% year-on-year, and the intelligent output increased by 4.7% year-on-year

it can't be denied that the performance of the declining industry in the first half of the year was not satisfactory. For manufacturers who are struggling in the market, this is undoubtedly the biggest blow. The sales volume is not proportional to the profit. Everything is in vain, especially for brands that have no core technology and most accessories are provided by upstream companies, it is simply making wedding clothes for her people

chip technology has become the "sieve" of the industry.

in the past few months, ZTE's "chip" pain has aroused widespread attention and heated discussion. The incident finally ended with ZTE's huge fine, which escaped a catastrophe. However, the problems reflected behind this alerted all Chinese people, especially manufacturers

as we all know, China is the world's largest smart market and production country. Although Chinese manufacturers continue to rise in the fierce market competition, many manufacturers avoid talking about "profit margin". However, according to the editor, Apple's single unit profit can reach $151, which is nearly 14 times the average profit of Chinese manufacturers, and the single unit profit of some domestic first-line brands is only a dozen yuan

it is estimated that the cost of chip core components accounts for more than 1/3 of a 1000 yuan smart phone. At present, most domestic chips are developed and produced by foreign companies, and the high patent license fee has a great impact on the profits of domestic manufacturers

chips are the commanding heights of information technology. Lei Jun, the founder, chairman and CEO of Xiaomi, believes that "the chip is only as big as a fingernail, but it may be the most complex thing on the planet, because it installs most of the components it needs, and requires extremely high stability."

in the current domestic situation, a situation of three pillars has been formed. Among them, Huawei, Xiaomi and ov account for the largest share, while Meizu, hammer, Yijia and other manufacturers only occupy the remaining market. Most of the chips used in domestic high-end flagship machines are from Qualcomm, while MediaTek is used in medium and low-end machines

among them, Huawei is the first chip manufacturer in China. Although Huawei entered the market relatively late, it was extremely sensitive to patents and began its independent research and development of processors very early. Now, Xiaomi has also started its own research and development of processors

the Kirin series processor independently developed by Huawei, the latest Kirin 970 plus its own GPU turbo technology, has been able to match the performance of Qualcomm snapdragon 835. Although it is still a long way from Qualcomm Xiaolong 845, according to industry news, Kirin 980 has significantly improved its performance and has a trend to catch up with Xiaolong 855

however, although Xiaomi and other manufacturers also said they would join the ranks of chips, the large investment in chip technology research and development is not suitable for all companies, and there are few powerful manufacturers. Therefore, the "chip" has become the sieve of filtering strength. Many incompetent manufacturers still have no advantage in "profit margin", and naturally stand outside the door waiting for handouts

industry experts believe that driven by the market, China will not only become a gathering place for machine R & D, but also become a gathering place for global development

what should we do when the industry enters the "blind" era? According to the statistics of research institutions, as of October 2017, China's mobile users exceeded 1.4 billion, which means that each person has more than one on average. The saturation of the market makes manufacturers scratching their heads. Therefore, the market is entering the "blind" era. How to get out of the dilemma has become the main task at present

first of all, high-end products. According to the latest research data of counterpoint, in the second quarter of 2018, the top six Chinese products in the world continued to occupy four seats and accounted for 40% of the global market share. According to IDC data, in the domestic market in the second quarter of 2018, oppo shipments reached 21.2 million units, ranking second, accounting for 20.2% of the market share. You know, Huawei won the first place in the market by relying on the shipments of Huawei + glory dual brands

it is worth mentioning that counterpoint analysts said that in the second quarter, oppo and vivo expanded their business in the high-end market by launching oppo find X and nex. At the level of traditional channels, they have gradually adjusted the distribution of dealer resources, and invested in policies and the environmental vibration standard gb10070 (8) for popular models in urban areas, focusing on the transformation of terminals from quantity to quality

the second is to specialize in overseas markets. The domestic market is obviously difficult to develop, and the vast Haier market has been dominated by giants such as apple and Samsung. In recent years, China has begun to compete with Samsung and apple in overseas markets. Since last year, major domestic manufacturers have accelerated the pace of expansion of overseas markets. Huawei's glory set a strategy to go overseas at the end of last year, aiming to become the world's top five in three years. Xiaomi also announced its official entry into the Western European market in November last year, with its first stop in Spain

in the African market, India, with its unique demographic dividend and manufacturing advantages, has long become a "hot pastry" in the eyes of major manufacturers, showing a trend of rapid development. Xiaomi Indian executives have said that India may surpass the United States to become the world's second largest market. It is understood that the Indian market increased by 10% last year. Considering the position of the second largest country in population, it is likely to surpass the United States to become the second largest market gb1499.1 ~ gb1499.3 (steel bars for concrete)

finally, technological innovation. Take the vivo nex and oppo find x released in June this year as an example. The screen share of these two products has reached 91.24% and 93.8% respectively, which condenses a lot of technology applications and upgrades from manufacturers. It is understood that vivo nex's "zero boundary full screen" relies on a lifting front camera, a technical solution of full screen sound generation and screen fingerprint. Oppo find x, on the other hand, integrates the dual track periscope structure and 3D structured light technology to realize the "maximization" of the screen

there is also AI technology. The combination of AI technology and products has already become a general direction. " AI 2.0 era "has become the first concept proposed by glory. According to Zhao Ming, President of glory, AI 2.0 not only makes the computing power of more powerful, but also brings a variety of AI photography functions combined with photography. Taking glory 10 as an example, the image semantic segmentation and partition optimization functions have improved the AI scene recognition ability to recognize 22 categories of labels and 500 + scenes, and the shooting level has reached a new height

in the editor's view, as one of the necessary consumer goods for the current consumer group, the industry is facing difficulties, but it is also an opportunity. The huge consumption base will drive the industry to a higher peak, and manufacturers can also obtain business opportunities from it. For example, user habits detected by big data, such as surrounding consumer markets, shells, power banks, data lines, etc., are potential forces worth exploring. Of course, in the final analysis, we should solve the consumption pain points, which will increase the friction between the moving parts and return to the essence of the product. According to the skeleton standard "general provisions on acceptance, packaging, marking and quality certificate of section steel", we should make the product serve users and create value

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