Rewrite the Technological Landscape

After Shao Yibo finished the press conference, he went straight to the company for a meeting. The way to the company was the only time he could rest for a while.

"Boss Meng."

"Come on, take a seat." Meng Qian and others had assembled in the conference room a few minutes earlier, "The press conference is going well."

"Well, the response at the scene was good. On the way back, I saw that many people on the Internet were also talking about some more critical issues. Next, it depends on how we persist in this long-distance running."

Meng Qian signaled Shao Yibo to go do it with his eyes. As for what will happen later, he will naturally not disclose in advance, "Everyone knows what happened these two days. I may have to leave for a while. Recently, I have basically put the company on I have gone through all the important things for half a year, and now there is one last question left, the smartphone. I thought about it and called everyone together for a chat.

In an interview with the media last month, Yu Chengdong of Huawei said something that attracted much attention. He said that in the future, there will be at most four big players in the first-tier mobile phone brands, and Huawei is one of them. Netizens commented on this sentence: Rampant, we will also discuss this issue today.

What do you think? "

"Let me tell you my opinion." Shao Yibo raised his hand to signal, "In the beginning of this year, the trend of smart phones in the investment community has changed obviously. In the first half of the year, the market's valuation of Xiaomi Meizu has been lowered, and the myth of Xiaomi has been shattered. , The end of the hammer feelings has become a widely circulated sentence in the investment circle in recent months.

And behind this pessimistic sentiment may not be the worry about the product, but the worry about the enterprise.

It is said that 2015 is likely to be a year of reshuffle for smartphones. This is a conclusion drawn from the perspectives of smartphone penetration, sales changes, price changes, and homogenization. It can be said that if this year is really a smartphone A year of reshuffle, this reshuffle is not because of the outbreak of products again, but because it is difficult for technology to make major breakthroughs at present.

In the past few years, smartphones competed for innovation and price, and there was the first reshuffle. In the next few years, smartphones may compete for the industry chain and supply chain, which is the second reshuffle.

So although Yu Chengdong did not mention the names of the other three companies, I guess the other three companies in his mind are Dafeng Group, Apple and Samsung. Although there have been many problems with the IOS and Android systems before, everyone’s systems are not too different now. Even if it is a generation behind, there is not much obvious difference in use. At this time, Apple's powerful supply chain system advantages will gradually show, and Samsung's industrial chain advantages are likely to help it turn around in the next reshuffle. "

"Although Samsung has managed to maintain its own industrial chain, the level of many key components has deviated from first-line standards. Can such an industrial chain be able to stand up?" Gu Junhui raised his own doubts, "I think he One of the three companies mentioned should be ZTE.”

Fang Chen on the side answered, "Establishing an internal industrial chain is the most difficult. ZTE has not done a good job on this issue, and Samsung has obviously been trying to protect the internal industrial chain over the years. We can see that Samsung Electronics has In the past two years, I have basically sold off my assets in the fields of communications, white goods, etc., and even raised funds in Korea, just to suppress the industrial chain."

"So you agree with Yu Chengdong's statement?" Meng Qian asked a question.

"I agree with his conjecture, but I think Apple may be a little troublesome," Fang Chen answered almost immediately, "Because Apple has a big problem now, which is the awkward positioning.

Absolutely high-end products must be recognized by the market, but because of the existence of Hongmeng, Apple is obviously not recognized as an absolute high-end by the market, but Apple’s price must go up, and the brand must be sold at a premium. took a very low position.

In addition, Apple wants to achieve technological breakthroughs through research and development, but Apple's research and development team has been in the past few years."

Fang Chen glanced at Meng Qian and then at He Yating, "We've almost wiped out all the key people. The current Apple has a meaning that its heart is higher than the sky and its fate is thinner than paper, but Cook's talent in the supply chain field is still the same. have to admit.

So in fact, I think Apple is likely to be destroyed in its own positioning, if our new product line this year can achieve the expected results. "

The reason why Fang Chen rushed to answer was because he wanted to support a change he insisted on this year. To put it bluntly, he just came up with the so-called castrated version of the new phone, such as using the previous generation of products on the screen, camera and other hardware. With the strength of the company's industrial chain and supply chain, the price will come down immediately, but the brand is Hongmeng's brand.

He now insists that as smartphones become competition in the industry chain and supply chain, from the perspective of the supply chain, Hongmeng’s current high-priced route must make some changes, and users’ demand for high-end phones like Hongmeng is significantly decreasing. , There is also obviously more hesitation about the price of Hongmeng.

Seeing that Fang Chen wanted to explain why he did this year when he got the chance, Meng Qian couldn't help but smile, "How much impact do you think this approach will have on Apple?"

"At least outside the United States, the reason to buy Apple will further collapse. If this force is strong enough, Apple will lose a large number of users because of its awkward positioning."

"Then let's talk about it later." Meng Qian did not express his support or disapproval for the time being, "Let's talk about Samsung, what do we think, how likely is it to turn around?"

"Actually, considering Samsung's current positioning, we are not a direct competitor." Fang Chen looked at others and signaled that he didn't have any good ideas.

And Xiao Boshi who was on the side said, "I think the biggest problem for Samsung now is the pressure. The whole world knows that he is dying, and he has no way out. If we can make Samsung suffer a big defeat at this time, it may become The straw that broke the camel's back."

"Then how do you think Samsung suffered this defeat?"

"If we really want to do something, maybe we can start a patent war? Anyway, the curtain of the patent war between us and American companies has begun, and we are not short of one Samsung." Xiao Boshi is actually not very sure.

Meng Qian silently glanced at the crowd and signaled others to share their views, but everyone seemed to think that Samsung was not as good as before, but they didn't know how to deal with Samsung further. Some of Samsung's particularities were really difficult for people to thoroughly understand. kill.

Seeing that everyone didn't have any ideas, Meng Qian didn't hold back, "I want to play the safe card again."

"Still playing the safe card?" Everyone's reaction was somewhat puzzled.

"I don't quite agree with what Lao Fang said just now. You said that the Android system is slowly getting up, and you said that the Android system is doing well now. I don't think that's the case.

I have paid attention to the development of public opinion. Obviously, the market’s crisis of trust in Android has not been resolved, but the cooperation between Google and Microsoft has given the market a little stimulation. Coupled with the large-scale marketing of companies such as Google, Microsoft, and Samsung, it is also hard to control Android. The system has come to the top.

But this approach is somewhat castle-in-the-air and cannot withstand blows.

Going back to Samsung itself, you all say that Samsung is betting on its own internal industrial chain, but there is one thing that Samsung does not have, and that is its own system.

So if you want to find a breakthrough for Samsung, the system is the best breaking point. "

"But now everyone is very concerned about safety issues, so it may not be useful to just play the safety card?"

Meng Qian took out his mobile phone and sent a group message to everyone, "They have begun to pay attention to security, but it is too late. Some technical loopholes have existed for a long time. You can take a look at the latest problems discovered by the company's security department."

Seeing the news sent by Meng Qian, Fang Chen and the others changed their expressions greatly, "This is almost another heart bleeding incident!"

"This may be more serious than the heart bleeding incident." Xiao Boshi put forward his opinion, "Because this time the target is more specific."

Meng Qian's prophet once again played a role, "But recently we have seen that American companies have begun to unite some forces to deeply influence public opinion. I am afraid that this matter will be suppressed by public opinion and cause things to not ferment. I want you to start preparing for this now and catch him off guard."

Everyone nodded to show they understood what to do next.

"From my personal point of view, the second big reshuffle of smartphones is indeed coming, but the four first-line big players may be a bit too much, and I think it is almost enough to keep two big players."