return to bolang life

Chapter 444 Reaction from All Parties (Part [-])
Domestic mobile phone manufacturers have experienced a small reshuffle in the reduction of white-label mobile phone business by operators at the beginning of the year, and a second small reshuffle in the follow-up market competition. Past tense.

There are not many big brands left.

Withered because the product was too hot and the chicken was too hot, it was arranged to open up overseas markets and clear the inventory.

Has disappeared in the domestic market.

Now I don't have the mind to pay attention to the movement of the mobile phone industry.

Coolpad is a little bit crazy.

The drastic reduction in the white-label phone business of operators is a comprehensive target, but other manufacturers have not been fully returned as they have been withered. Therefore, the number of Coolpad stacked models has gone to the sea of ​​machines, and there has been a final wave of madness. Now it is not good enough.

ZTE took another path, from customization to contract cooperation with a small number of styles.

Counting and calculating, in addition to Xinghai, there are six domestic mobile phone brands that can be called the number one now: ZTE, Juchang, Meizu, MI, Vivo, and OPPO.

Boss Lei is busy preparing for the launch of the Mi 3, and plans to make some big moves. With the cost-effective strategy that the Mi series has always adhered to, the audience of the Xinghai brand is almost completely staggered, so there is no need to worry too much.

Needless to say ZTE.

Needless to say for OV, the current sales channels of the two are not the same, and the degree of overlap is not high.

The rest are Meizu and Juchang.

As for Meizu, Boss Huang himself has to be hypocritical occasionally, which can also be classified as different audiences.

This leaves the Chrysanthemum Plant.

However...Juchang has also completely withdrawn from the Xinghe IC design community led by Bolang, and their main flagship series happens to be in the same price range as Xinghai 1 Youth Edition.

So, within 2 minutes after the Xinghai new product launch conference, Yu Dadong initiated a meeting within the consumer business of Juchang.

At the beginning of the meeting, Yu Dadong set the tone: "Xinghai 1 Youth Edition will have an impact on our main product, and we will think about the countermeasures."

The meeting room was quiet.

It took a long time before someone said: "Mr. Yu, with all due respect, I can't deal with it. I have read the public information of Xinghai 1 Youth Edition many times. It is said that the Youth Edition is actually an upgraded version. The price has been reduced and the volume has been reduced. .”

Another person analyzed their views from a technical point of view: "From a technical point of view, first of all, the M1 chip is too strong, much stronger than the chip on Xinghai 1, not to mention comparing it with our current K3V2E, and comparing it with Qualcomm Snapdragon. You might as well make more allowances for the top configuration and Nvidia top configuration.”

"In fact, there is still a huge gap in experience. Xinghai's ultimate pursuit of experience is completely unreasonable!"

"According to the public data, the initial R&D cost of the M1 chip exceeds 40 billion. If the takeaway version of the M1 is not counted, the average initial R&D cost of each M1 is 1 when it is installed on the Xinghai Tablet 400! Which company can afford it besides Apple!"

Yu Dadong said with an unhappy face: "Speaking of which, why don't you discuss how to play Xinghai 2!"

However, a technical stick really said a few words: "That is really not an order of magnitude. Although there is no public data, IC design has been discussed after the M2 debut. The initial R&D cost may be close to tens of billions. Calculated, the initial research and development cost shared by each machine will be as high as 1000 yuan!!"

Yu Dadong instantly turned his head to look directly at the mallet.

The atmosphere in the meeting room suddenly became very uncomfortable.

After a while, Yu Dadong looked away, and said in a solemn tone: "Let me tell you from HiSilicon, when will the chip not be scolded by consumers!"

The person in charge of the relevant business of HiSilicon was silent for a moment before speaking: "If... if the current R&D investment plan is used, it is conservatively estimated that it will take another three years."

Yu Dadong: "...?"

After a long time, Yu Dadong said: "Try to speed up, I will find a way to apply for more research and development funds."

Yu Dadong already understood in his heart that this meeting was meaningless.

The gap is too big.

Even the level of the basic parts is not enough, let alone the money-burning stuff that goes after the experience.

He knew better that if Juchang's mobile phone business continued to develop like this, he could be a bystander with peace of mind and return to the main communication business.

At the same time, Yu Dadong did not forget 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 takeaway version of the Dragon M series.

Because Yu Dadong knows internally that he is always seeking truth from facts, and he is not as bragging as he is on the Internet.

In fact, according to the original track of development, the iterative version of K3V2 did not gain a good reputation until the Kirin 17 released in 970.

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 progress of the industry in this area is relatively slow. Everyone has a similar understanding of the market, as if they are all squeezing toothpaste in a tacit understanding.

In fact, Apple has the ability to advance a little bit ahead of time, but Juchang does not have that ability. The NPU of the 970 is the IP of the Cambrian, and later Juchang kicked the Cambrian after it was wiped clean.

It's a pity that now there are more crazy critics like Bolang who play cards that do not follow common sense, and now they have begun to invest in the field of artificial intelligence.

Moreover, industry leaders have knowledge of M2.

If some of the R&D results are not reusable, there is nothing wrong with the M2’s 89 billion R&D expenditure, which is actually as high as 890 billion. Calculated based on tens of millions of units, the average early-stage R&D cost of [-] yuan will be shared equally for each unit.

You must know that the comprehensive cost per 2 million units of Xinghai 2600Pro is about 5000, which is calculated in units of [-] million units.

Because 5000 million pieces of M2 have been produced.

This is why the profit margin of the 2000 million orders from the mobile side will be low, because the number of Xinghai 2/2Pro orders taken by the mobile side is only 800 million units, and the average cost is higher.

Therefore, several technical posts at the meeting were right. This kind of super high initial investment is really unaffordable for ordinary companies.

That's the crazy criticism of Apple and Bolang.

Let's put it this way, the initial R&D investment of chips and screens alone is almost 145 billion. If only tens of millions of units can be sold, the average cost of each of these two items will be 1450 yuan.

The cost of materials should be at least 1500 yuan, and when the process costs, assembly costs, operating expenses, taxation, and value-added tax are included, it must be a business that loses money and makes money.

Tens of millions of units will lose money~
Now Juchang's highest goal of P6 is only [-] million units.

Now, the total sales volume of the three models of Mi 2/2S/2A is only a little over 900 million.

With Boss Lei's cost-effective approach, it is impossible to do it at all. The R&D cost of just one chip will almost cover the selling price.

So in fact, sometimes it's not that Boss Lei, a man of science and technology, doesn't want to play core technology, but that he doesn't have the capital.

The sales volume of single-generation models is there. Once entering the core technology research and development, the investment must be one generation after another, which requires a strong background and market confidence.

This is also one of the reasons why later generations of Lei Bosses tried a generation of surging S1 and were unable to handle S2 after a long time, and there was no further follow-up.

The reason why Bolang can afford to play is actually because of his gentleness, he has a strong sense of market development and dares to do it.

…………

Aside from Juchang's sudden stalemate in the mobile phone business, other manufacturers are also very excited.

Specifically, in the group chat of the mobile phone alliance, it basically belongs to the people who eat melons and watch the show.

"Bo Lang is crazy this time."

"Oh shit, the full version of Shenlong M1 plus the integration capabilities of the Bolang terminal to create a youth version of Xinghai 1, the starting price is still so low, it's hard to live!"

"Xinghai 1 Youth Edition is not something we need to worry about. We just think that if the M2 chip is sold out again, we will really have nothing to eat."

"You are afraid Mr. Lei will spy on the screen. His surging S1 is the big killer for us."

"It doesn't matter, now I just want to know who is the most targeted."

"This... probably Juchang and Meizu, they are in the price radiation area."

"Look at the sales on the official website of China Mobile at two o'clock in the afternoon, and you can almost see what will happen. The gossip said that Xinghai's new product has shipped 2000 million units without a press conference. Now, it is estimated that China Mobile will pay for it."

"wait."

Boss Lei is actually spying on the screen.

But he really had nothing to worry about.

He was just glad that he agreed to go on Wenliang's boat early in the morning. Although Pengpai is just a bought trademark now, if the market changes suddenly, there is no need to worry too much about being indiscriminate.

He thought that in the future, if it is not good for MI, he can still take the pseudo-high-end route, and at worst, it will be over if he doesn't touch Xinghai.

Key personnel from ZTE, Meizu, OPPO, and Vivo are also watching the screen. They have their own ideas, but they are not too anxious.

Only Yu Dadong, who was also watching the screen, was in a more complicated mood.

He mainly began to envy Bolang's internal management process. The chrysanthemum factory is so big that it is not short of money, but the internal environment of the chrysanthemum factory is relatively complicated. As a commercial company, it is necessary to consider commercial interests first. The current situation cannot afford to take that risk.

Although the mobile phone business is divided into several product lines, and one chip can be used for many different series of mobile phones, but... if you really want to catch up with the Shenlong M series, the cost of the Chrysanthemum Factory will be exaggerated.

Even Yu Dadong intuitively believes that HiSilicon will continue to catch up on the existing basis, and its investment will be higher than Bolang's current R&D expenditure of nearly [-] billion, and it will be much higher.

One simple reason:

people.

There are not many talents in HiSilicon, and even fewer talents in domestic research institutes.

And Bo Lang...he still knows a little bit, has opened thousands of large-scale cooperation projects with universities, and has several large laboratories that have gradually become famous, which are really not in the same order of magnitude.

…………

For such a big event as the Xinghai new product launch, overseas markets naturally also pay attention.

Especially after the official website of Xinghai overseas was updated, Bolang began to fully market in various overseas markets where the time zone was still in the daytime and the time was before 10:[-] pm, fueling the flames and naturally arousing traffic attention.

With the help of Bolang, the focus of attention of overseas melon-eating netizens was led to notice Xinghai English official website first.

Same navbar, but with a very different name!
The main product categories are: XingHai, Window, Pad, Watch, AirPods!

That's right, the English official website does not directly translate the classification of mobile phones into Phone, but directly uses XingHai, and the computer uses Window specifically. The meaning of window and window refers directly to Microsoft.

The most critical part is the earphones.

Used the name AirPods!

Now Apple's earphone product is called EarPods, a wired earphone product, and the trademark AirPods was not registered by Apple until 2015!

Now of course it belongs to Xinghai.

However, Xiao Jiujiu on these names did not attract too much attention from overseas netizens. Their focus is mainly on the local launch time of each product...
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PS: Generally speaking, I only have time to catch up on drafts at night. For example, I finished the second update yesterday at [-]:[-] or [-]:[-], and I started to write the first one today until I was sleepy, and then I went to work during the day In the process of catching fish, I will close the end and release it~ It’s not that I’m bad, but the focus is mainly on work, and there’s no way to make it right~ Everyone can see how bad this book is.

If you have a monthly ticket, you don’t have too much hope, you just want to collect [-] votes to draw a prize. It’s an expectation, and you haven’t drawn it for several months.

(End of this chapter)