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1.OPPO alternative city landmark release R11s: full screen blessing;
Very suddenly, OPPO official tonight with a special way to announce its new machine R11s. The OPPO package under the Beijing, Shanghai, Shenyang, Chongqing, Shenzhen, Changsha, Suzhou, Chengdu and Guangzhou nine city landmarks , Highlighting the nine new features of the R11s. These new features include better full-screen, more durable life, faster ColorOS, clearer portraits, 20 million pixels before and after, more comfortable feel, more powerful double Photo, more gorgeous beauty and brighter night shots.
From this point of view, R11s compared to R11, in the battery, camera, screen, process and system will be upgraded.
In fact, R11s had already appeared in the Ministry of Industry, which uses a similar Samsung S8 full screen design, using 18: 9 Samsung AMOLED display, back design and OPPO R11 basically the same, using all-metal body, micro-slot antenna design , Double camera in the upper left corner.
Configuration, it will carry Xiao Long 660 processor, equipped with 4GB memory +64 GB storage, support VOOC flash, camera and self-timer should be upgraded, but the detailed specifications are unclear.
OPPO to the point of view, the future production capacity of the new machine should not have to worry about, is likely to become the best sales of domestic full-screen mobile phone.
2. The three brands of this company is the smart phone market,
OPPO phone
According to Android Authority Beijing time on October 22 reported that in the smart phone market, the major manufacturers fight is not the first and second, but ranked third in the Samsung and Apple after the successful access to Asia and Europe The market, and now into the US market, Huawei has been trying to become a global smart phone market, but before the realization of its desire, it must first through this relatively obscure company - backgammon - this off.
Backgammon is a multinational company in China that has many popular brands in a number of consumer electronics markets - headphones, Blu-ray players and smartphones - for example, backgammon has three brands in the smartphone market: OPPO, plus.
What is the step by step sacred?
Since the beginning of the 1990s, backgammon has set foot in China's many consumer electronics field.With the founder of the step by step is Duan Yongping, in the adoption of the Bully to earn more than 1 billion yuan, 1995, Yuanying no longer manage a factory, and later set up a backgammon. Currently backgammon has a number of factories, employing more than 17,000 employees.
In 2004, Duan Yongping and Chen Mingyong founded the OPPO, and by the latter as chief executive officer. OPPO took advantage of Duan Yongping's experience in the video playback equipment market. In 2004, Duan Yongping and Chen Mingyong founded the OPPO, , Selling DVD and Blu-ray player, and later into the smart phone market.
vivo founded in 2009, founded by Duan Yongping and Shen Wei (as CEO) Vivo 2011 launched the first independent brand smart phone, the main thin shape design, marketing is taking the celebrity line.
One plus - may be the most familiar Western backgammon brand - not by Duan Yongping single-handedly created, but by the former OPPO vice president Liu Zuhu and Pei Yu founded, is OPPO's brand. This also means that it belongs to The parent company backgammon in the backgammon of the three smart phone brands, one plus is the most high-end brands, different from the OPPO and under the line under the retail business model, mainly through the Amazon and other business platform sales. Amazon to help backgammon into Europe and The US market.
Backgammon or even beyond the apple
In the smartphone market, backgammon is an important company, although most consumers may never have heard of this company. For a long time, not only in the Chinese market, in the international market OPPO and vivo is also an important manufacturer.
Through the establishment of a huge network of retailers, OPPO and vivo in the Chinese market has succeeded beyond the seemingly invincible millet - mainly through the Internet sales. Apple and Samsung in terms of cost is not including the backgammon brand, including Chinese manufacturers opponents. Market research firm Counterpoint Research data show that Huawei is China's largest smart phone brand, the market share of about 20.2%, OPPO, vivo followed, the market share was 18.8% and 17%. Backgammon smart phone brand The share of the Chinese market is 35.8%.
Local brands occupy the Chinese mobile phone market
Market research firm Gartner data show that the first quarter of this year OPPO smartphone shipments of about 30.9 million, vivo 25.8 million, together for 56.7 million.Compared with the first quarter of Samsung shipments For 78.6 million, Apple 51.9 million, according to Gartner said, backgammon brand shipments over Apple, becoming the world's second largest smart phone manufacturers.
But according to market research firm IDC, Apple is still the world's second largest smart phone manufacturers, but the lead is very small IDC data show that the first quarter of this year, Samsung's global market share of 23.3%, Apple 14.7%, followed by Followed by Huawei (10%), OPPO (7.5%) and vivo (5.5%). Backgammon brand market share of 13%, slightly lower than Apple, but ahead of Huawei. A plus global market share of less than 1% There is little impact on the ranking of the manufacturers.
The global market share of smart phones
Market research company data, although there may be errors, but the data still shows that backgammon and Apple's global smart phone market, the second place is quite fierce.
Can the backgammon conquer the Western market?
Backgammon seems to be less than just to become the Chinese market leader is not satisfied, it recently more than Samsung to become the Indian market, the largest smartphone manufacturers. Backgammon also has a mobile phone brand ikoo, it tries to use the backgammon in the children's education toy market experience, the development of the world On the first education mobile phone.
Through the introduction of multiple brands, backgammon to make its products better suited to the various market segments. This strategy is clearly successful in China, whether the work in the Western market remains to be seen.
3. Samsung CEO in the United States said "Apple service is better";
Set a micro-network news, a few days ago Samsung Electronics CEO Wu Hyun announced that it will retire in March 2018 next year, which triggered a shock in South Korea, on Thursday Quan Wu Hyun, to participate in a public speech in Washington, The first public response to the Samsung and Apple mobile phone comparison, he said, "in terms of service, Apple is better."
"I think every cell phone has strengths and weaknesses," he said. "I think every mobile phone has strengths and weaknesses. In terms of hardware, Samsung's mobile phone can be said to be the best," he said. As a matter of service, to some extent, I think Apple is better, "in recent years, smart phone penetration rate is getting higher and higher, smart phone leader is Apple and Samsung, both are often taken To compare, right Wu Hyun also said, "Do not ask me which kind of better, it is like asking sushi and pickles, I really did not concept, it depends on your taste side."
4.Counterpoint: nearly 50% of users around the world every day spent on smart phones over 5 hours;
Confirmed the latest data show that nearly 50% of the world's population using mobile phones, the annual expenditure of more than 370 billion US dollars, and nearly half of these users spend time on the smart phone every day actually more than 5 hours. From the electronic communication to the content of consumption, and then to the business perspective, just 10 years, the smart phone has become the center of people's lives, we can see the smart phone in a short time really changed the world.
The survey shows that nearly 25% of all mobile users spend their time on mobile phones for more than seven hours a day, and that's the real 'Super Mobile Party'. Of course, they spend a lot of time on the phone Mainly because of work, such as: business operation, or deal with digital content and so on.
Looking at regional trends, emerging country users spend more time on smartphones than in developed countries, where Malaysian users spend most of their time on smartphones, and more than 55 percent said they Spent more than five hours on smartphones, and this trend will most likely spread to more emerging markets, where Japanese users spend the least amount of time on mobile phones every day, with nearly 43% of users Claiming that they spend less than three hours on their cell phone every day.
As shown in the above figure, browsing the Internet and games using smartphones in all surveyed countries is the most popular event, with an average of 64% of users browsing the Internet on their smartphones every day, and 62% using smartphones to play games Compared with emerging markets in Asia and Africa, voice calls are still the preferred means of communication for many markets (such as Germany and Japan), with nearly 56% of those who choose to talk, while in Asia and Africa, Is the first choice, by 54% of the users used. Perhaps the voice of the phone because of a variety of additional costs, and not too much use by users of Asia and Africa.
In the development of the market driven by the smart phone replacement cycle is also shortening the global smartphone average replacement cycle down to 21 months.Maci users to replace the smart phone the fastest, every 18 months to replace one of which three users There will be a 12-month upgrade of their equipment, while the Japanese users every 26 months to replace the equipment, all participating countries in the replacement of the longest cycle of equipment to a certain extent, because the mature user group to get more Many high-quality, durable equipment, so do not need frequent upgrades.
For consumer behavior, over 50% of smartphone users in Australia, China, Germany and Saudi Arabia say they are willing to spend more than $ 400 to replace their current smartphones, while more than 30% of German and Australian mobile phone users are willing to spend $ 500 To buy the next smart phone and Apple in the two countries occupy a dominant position, more than 85% of users, such as the use of Apple will not replace the brand.Although Apple is still Japan's main smart phone brand, but only 13% of Japanese users willing Spending $ 400 to buy the next phone, which shows that Japanese consumers are usually more conservative than other market peers, so the upgrade cycle is relatively slow.
5. The soft board is the iPhone X ship the biggest bottleneck, since November will be improved;
The iPhone X is expected to open its official pre-order event on October 27th, The stock is 200-300 million.In addition, KGI latest report pointed out that the current cost of iPhone X assembly has stabilized, but the shortage of spare parts so the ship is limited, is expected to start from November will improve.
According to KGI, the iPhone X shortage components include: antenna soft board, dual lens wide-angle camera soft board, 3D sensing dot matrix projector (Dot projector). Among them, the shortage of the antenna board is affected iPhone X out The biggest bottleneck of the goods.
In this regard, KGI down the fourth quarter of this year, iPhone X shipments, shipments are expected from 3,000-35 million under the revised to 2,500-3000 million, but at the same time KGI also believe that iPhone X in 2018 Season 1 will grow significantly, with seasonal growth expected to exceed 50%.
Antenna soft board
So the iPhone X antenna board will be out of stock? According to Guo Ming 錤 analysis, because the iPhone X antenna specifications than the iPhone 8 much higher, so the antenna board needs special materials, recipes, design, patent, process, equipment and testing, At present, only Japan's Murata Manufacturing and Taichung factory benefits can meet Apple's needs.
Japan's Murata Manufacturing Co., Ltd. was originally Apple's main antenna soft board suppliers, but on October 15, Murata announced that its Kanazawa Murata Manufacturing Co., Ltd. received from Sony in the hands of the parts factory in Ishikawa County. Murata production will be as a new Factory, used to produce their own research and development, film-like resin can be stacked on the smart phone with high-performance substrate 'resin multi-layer substrate'. By the spring of 2018, plans to make the overall production capacity increased to 2016 more than 2 times. Factories, Murata Manufacturing will increase the production of cutting-edge electronic components, trying to rise with the rising Asian companies.
Due to Murata's shipping problems may be to the spring of 2018 to solve, so the temporary change by the second supplier Jia Liyi completely take over orders.However, Kerry benefits from the expansion of production capacity also takes time, and Kerry benefits and Murata's design, Equipment and process are different, it is expected to have to wait until the fastest in November to start mass production.
Dual lens wide angle camera soft board
The second bottleneck in the iPhone X shipments is the dual lens of the wide-angle camera, which is powered by the iPhone X's dual lens specifications, mainly telephoto cameras equipped with OIS and lens upgrades to f / 2.4, plus wide-angle cameras with long Focus camera using non-common substrate design (Samsung and Huawei are using a total of two-lens design), so the soft board specifications require a higher.
It is reported that LG Innotek is the main supplier of iPhone X dual lens, last year iphone 7 Plus wide-angle + telephoto composite dual camera also from the company. LG Innotek wide-angle camera soft board is made by the Korean flexible circuit board (FPCB) Enterprise Interflex provided, according to Guo Ming 錤 revealed that the soft board is now due to quality problems caused by supply shortages.
3D sensing dot matrix projector (Dot projector)
In addition, the iPhone X shortage of components and 3D sensing dot matrix projector (Dot projector). 'Dot matrix projector' is called 'Romeo (Romeo)' launch module, can be projected in the user's face 3 million spot, mapping out the user's unique facial features; receiving module called 'Juliet'.
Needless to say, face recognition FaceID function is the iPhone X 'key selling point', iPhone X top of the 'Qi Liu' part, Apple called the original camera system, is to achieve facial recognition function of the important components. Yield is still relatively low, limited supply, resulting in iPhone X production is limited.
Although the 3D sensor lattice projector to enhance the delivery also takes time, but Guo Ming 錤 analysis, dot matrix projector has been through the AA (Active alignment, active lens positioning) and environmental testing, face recognition rate of the problem has been resolved, So that the worst case of iPhone X production has passed in the assembly progress, Guo Ming also predicted LG Innotek dot matrix projector in November shipments can have significant growth, and Sharp with the help of Hon Hai is expected to December can start a lot of shipping.
In fact, in addition to the antenna soft board, dual lens wide-angle camera soft board, 3D sensing dot matrix projector (Dot projector) the shortage of these three parts caused iphone X shipping difficulties, after IHS Technology China Research Director Wang Yang also disclosed , Apple and its suppliers in the OLED panel manufacturing also encountered trouble.The main problem is that the OLED display and the screen below the 3D touch layer paste together, and this yield is very low, Wang Yang said, 'now is The machine is doing the fit of the screen, and the yield needs to be accumulated to improve.
6. Tesla 'made' near the contract with Shanghai
In June this year, a "Tesla established in Shanghai, and signed a cooperation agreement with the Shanghai port" information caused no small shock, a time Tesla domestic seems to be a foregone conclusion, but later with the Shanghai port The official statement broke the 'rumor' .Although the statement was negated in time, almost everyone thought Tesla made the thing was 'no wind no waves'.
October 22, with the release of an overseas news, Tesla in China once again become the focus of public opinion. Netcom learned from overseas media, Tesla has reached an agreement with Shanghai, in the city's free trade area opened a Manufacturing plant, which will further reduce production costs and reduce vehicle prices in China.
At present, the truth of this information or not, and domestic details still need to further verify, so Netcom on 'Tesla, Shanghai Free Trade Area, the construction of the three core issues slightly start, analyze if the information is true, Why in this construction.
In fact, Tesla wants to build factories in China is not difficult, there are many ways to achieve, such as with the Chinese car manufacturers (or non-car manufacturers) to establish a joint venture, which is one of the easiest way, but the problem After the establishment of a joint venture, Tesla is bound to 'as required' to produce part of the manufacturing technology and patent projects and other enterprises more core content, and as the world's largest manufacturer of pure electric vehicles, Tesla CEO Elon Musk is not want to let This happens, or does not want to happen in such a way.
So Tesla has no time to build factories in China, the biggest reason may also because you want to preserve their own technology as much as possible, patent and other manufacturing advantages are not completely 'leaked'. Back to the question, why now 'Tesla will In the Shanghai Free Trade Area to establish a factory 'this information? Perhaps with the country issued a document in the middle of this year.
In June this year, China officially released the "free trade pilot area foreign investment access special management measures (negative list) (2017 edition)", compared to the previous version (2015 version) reduced by 10 entries, 27 measures, negative The list is reduced to 100 or less, and these are mainly concentrated in the manufacturing and service industries, one of the most critical is to cancel the 'new pure electric passenger car production enterprises to produce their own products, with independent intellectual property rights and has Authorized relevant invention patent '.
This also means that to a certain extent, foreign companies to build factories in China to retain its own brand and many independent intellectual property rights and other core content, and this is precisely the most urgent needs of Tesla 'Shangfang sword' for Tesla Full access to China to provide possible, and this is also revealed by foreign media 'Tesla will be in Shanghai FTA construction' information match.
Therefore, Netcom will speculate that Tesla will apply for the establishment of assembly plant in Shanghai Free Trade Area in accordance with the provisions of the Measures for the Administration of Foreign Investment in the Free Trade Zone and the Special Management Measures for Foreign Investment in Foreign Trade Enterprises.
However, even if the assembly plant is established in this way, the models produced by Tesla are likely to enter China with export attributes, and still contain 25% of the tariff. Based on this, Tesla will also pay to the Ministry of Commerce and the General Administration of Customs (Honda Automobile (China) Co., Ltd.), although the two companies have different product types, but the overall size of the two companies, but the overall application of the new energy vehicles, Enterprise attributes are consistent, so this case has great significance.
In April, Elon Musk communicated in depth with Vice Premier Wang Yang in Beijing and the news from Tesla's official release. 'By the end of this year, the localization plan of the car company will be clearer', perhaps this time The Model 3 will be delivered to the Chinese market at the end of the year or next year, and in the future Tesla also prepared a number of products, for the Chinese market, Tesla must be won (Figure / text Netcom agency Xu Xiaochen) Netcom