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1, China's smart phone enterprises to accelerate into Europe;
Chinese handset makers that have already won users in China and emerging markets are starting to flock to Europe, where Xiaomi, the once-highest-priced 'Unicorn' company, is preparing to send hundreds of thousands of phones to Spain.
Like its fellow Huawei, Oppo and Vivo, Xiaomi is using its cutting-edge handsets and lower prices to grab share from the global giants Apple and Samsung, which by some standards are rapidly becoming smarter Catch up: Consulting firm Counterpoint believes Huawei's global market share was 9.8% in Q3 and 11.7% for Apple - but in the third quarter, some Apple buyers may be waiting for the release of the new iPhone without a shot.
Before heading to Madrid, Wang Xiang, who will serve as Xiaomi's global head of business, said that entering Western Europe is a milestone. 'Spain is our first stop on the market in developed countries,' he said.
Vivo is targeting Russia as the first destination to enter Europe, with Xiaomi, Vivo and Oppo having made a huge success in India, where Chinese handset makers dominate the Indian market, and despite millet's past failure to achieve its daring goal, it has reversed Its fate.
In order to successfully cut into developed country markets, Chinese companies are taking the plunge in patent acquisitions and the development of online sales and marketing.
'One of the advantages is that there is no border in the internet world,' said Wang Xiang. 'At the moment, the continent is fully networked together, so if we can do well in Spain then other Western European countries will find it easier for us It's just a matter of time.
He said observers in the past have been emphasizing Xiaomi's patents for the past. 'We have made great strides in patents over the past three years. We applied for 16,000 to 18,000 patents and now have more than 4,800 patents worldwide, of which It also includes the patents we have purchased from Intel and Nokia. '
Analysts, however, view patents as one of the biggest challenges for handset makers in China.Peter Richardson, director of research at Counterpoint, referred to the vast intellectual property holdings held by companies such as Ericsson and Nokia, pointing out that 'in Europe Under the environment, intellectual property was strongly maintained and they were waiting (Chinese players) to head out of the parapet and attack the players with IP litigation.
He went on to say that the company basically avoided the challenge given its own huge intellectual property rights, and as in other markets, it plans to sell through both the online platform and the physical store.
On the other hand, Vivo and Huawei use compelling sponsors and celebrity marketers to secure overseas buyers. Huawei partnered with Scarlett Johansson, who in sport sponsored the Indian board in 2015 The Premier League, and will be sponsoring the FIFA World Cup until 2023.
'The overseas market is very important to us,' said Vivo Vivo global vice president, Alex Feng. Vivo plans to enter the African market early next year.
Huawei, which makes more than half its smartphones revenue from overseas markets, said it is gaining share in the European markets including Spain, Italy and Germany, and GfK analysts said last year that Huawei had a share of nearly 15% in Western Europe.
The Shenzhen group, which also supplies telecom equipment, has benefited from a bundled sales agreement with carriers Canalis analyst Ben Stanton pointed out that millet can not enjoy this condition, so its progress Will not be as fast as Huawei, but with older brands such as Alcatel, HTC and LG Electronics falling out of carriers' list of suppliers, millet has a chance to step up its pace , To fill this gap. 'FT 中文 网
2, ZTE mobile phone ranks fourth in the US market share of 11.6%;
Set micro-grid reported on November 8 Recently, the market research firm Strategy Analytics released the third quarter of the United States market smart phone shipments overall, the third quarter of 2017, the US smartphone market as a whole fell 1.5%. Compared with 40.1 million in the third quarter of 2016. In the third quarter of this year, the shipment volume in the US smartphone market was approximately 39.5 million, down about 600,000 units.
Specific to the rankings look, Apple is still the boss of the United States market, shipments of about 12 million this quarter, market share continued to lead, but a slight decline from about 13 million in the same period last year.Secondary Samsung mobile phone out Volume of 9.9 million units, with a slight increase compared with the 9.7 million units in the same period of last year.Large third LG, the quarter shipments from the 6.8 million units a year earlier dropped to 6.5 million;
It is noteworthy that ZTE mobile phones in the US smartphone market performance in the quarter, ZTE mobile phone market in the United States increased from 3.6 million shipments to 4.6 million units, ranking fourth, the market share also appreciated 11.6%.
Analysts said the rise of ZTE benefited from the strong demand for its products in the lower-cost prepaid market and eroded the market share of rivals TCL-Alcatel and Blu.
Likewise, data from research firm ZTE ranks fourth in the second quarter, and ZTE is also the only Chinese handset maker capable of reaching the forefront in the US smartphone market.
The past two years, ZTE mobile phone wall is a typical fragrant wall inside. About the future layout of ZTE mobile phones, after ZTE executives said 5G is our future focus and breakthrough point in the 5G ZTE has from the system to the terminal Of the advantages will also take the lead layout.At this year's Barcelona show we launched the world's first gigabit phone, 5G experience in advance to bring the reality .3, NetEase airliner Meizu mobile phone outage: Meizu and China Southern Airlines employees Both said no notice;
Set micro-grid November 8 comprehensive coverage Yesterday, media reports, Meizu mobile phone in Hong Kong airport major explosion, China Southern Airlines has been forbidden checked.
According to the spokesman for the Hong Kong Air Cargo Terminals, according to the information provided by the Hong Kong Air Cargo Terminals, a cargo tank caught fire in the Super Terminal One cargo storage system. Pictures taken from the scene also showed that the overheated materials stacked on the ground revealed the Meizu mobile phone Box, so the basic can determine the source of the fire is a Meizu phone.
Online also attached a China Southern Airlines Co., Ltd. Qingdao Sales Department also issued a consistent notice.
According to Beijing Youth Daily reported by the China Southern Airlines Qingdao Airport Station on duty staff to verify the notice of Qingdao Sales Department is a fake, China Southern Airlines did not send this notice. The duty staff said, in addition to the Samsung note7, with a lithium battery phone can carry , But when the transport of goods is not necessarily, checked luggage certainly not, there is before this provision, not for a particular brand of mobile phone.
At the same time, Air China Cargo staff also told reporters that the North China Youth Daily did not hear the relevant notice, do not understand the online statement.
Subsequently, the reporter also learned from the Meizu North side, about the embargo Meizu China Southern Airlines mobile phone online affair, the company did not receive notice from major airlines, the company is following up the matter, the progress will be issued a formal notice Customer service staff said that the current Meizu mobile phone users affected by the plane can be normal travel, such as travel embargo situation can feel free to feedback.
4, the market value of breaking 900 billion US dollars, Apple is still less than 20 trillion from the trillion milestone;
With the market capitalization of Apple surpassing 900 billion U.S. dollars in the early Wednesday morning, the tech giant is a step closer to being the first trillion-dollar market-capped company.
Apple's trading in the early trading day exceeded $ 175.29, based on the current 51.343 billion shares outstanding, the total market value of Apple officially crossed the 900 billion US dollars mark to the current liquidity calculation, when Apple shares reached 194.77 US dollars, the total market value will reach 1 trillion The milestone of the dollar.
Last week, Apple released the latest quarterly results, better than the market expectations.Company CEO Cook said he hoped the upcoming holiday season to hit the best record in history.With Apple's epoch-making product iPhone X market and the enthusiastic response, there is reason to believe that this will Push Apple to usher in this momentous moment. Ten years ago in June 2007, when Apple CEO Steve Jobs brought the world the first iPhone, 2017 ten years later, the tenth anniversary commemorative iPhone X Suspended the company's greatest hope.
This year, the S & P 500 is up 16%, the Dow is up 19% and the Nasdaq is up 26%. As a constituent of the three indices, Apple shares rose 52%, making its own contribution to the daily high.
In addition, actively issue bonds to support the repurchase of shares and dividends are also boosting Apple's strong over the past five years, Apple has spent 157 billion US dollars to buy back their own company stock.According to the SEC file data, Apple's outstanding shares last year Has dropped 3.8%, compared with 8.1% in 2015, when Apple's outstanding shares reached 5.58 billion shares.
Analysts are also very optimistic about the prospects of Apple.According to data provider FactSet statistics, 37 of Apple's analysts who tracked the given overweight rating, five given the holding rating, only one proposal to sell Analysts give a rating target price of 190.13 US dollars, of which 13 people set the target price of 194.77 US dollars.Once Apple reached this level, it means the world's first trillion-dollar market company was born.
5, Yang Yuanqing: Mobile business to find the right path development will be getting better and better;
Sina Digital News November 8 morning news, Lenovo today held in Wuhan Science and Technology Innovation Summit, Lenovo CEO Yang Yuanqing delivered a speech, he claimed Lenovo's mobile business has found the right path, the development will be getting better.
Yang Yuanqing shared last week's just released second quarter earnings: 'Lenovo Group in the previous quarter, the global turnover reached 11.8 billion US dollars, up 5% over the same period last year, net profit of 153 million US dollars.
For Lenovo Group in the second quarter earnings to achieve profitability, Yang believes that it is with the Lenovo 'three waves strategy' continues to advance the group's performance has brought steady and gradual improvement.He believes that Lenovo faces Diversified business transformation, after repeated transformations, Lenovo is back on the rise.
For PC business, Yang Yuanqing disclosed that Lenovo's personal computer business maintained growth exceeding the average growth rate of 5% in the market. After taking office, the growth rate of China in May was even greater. At the same time, he said that new retail and new services Is growing and the business transformation of the data center has achieved initial success.LandPhone ranks the top three in Latin America with an annual growth rate of 60% or so.Mobile and data center business will be the focus of future development.
At the future level of development, Lenovo will spend tens of billions of yuan each year in 'artificial intelligence' to continually develop 'equipment + cloud' to build the core competitiveness of the next generation of smart devices and the future AI field.
The following is Yang Yuanqing full text:
Dear customers, channel partners, media friends, as well as our lovely elite exchange students, Hello, everyone! Welcome to Lenovo Innovation and Technology Conference · Wuhan Summit! Today is the reporter's speech on November 8, Of the media who wish the festival's best wishes, I wish you a happy holiday! Wuhan is one of the headquarters of Lenovo, here for me, kindly with their own home the same as one of the reasons, of course, can not do without food today is too early ', I ate noodles, egg noodles and dried noodles, really' quite (second sound, long sound) solid 'and, more importantly, because the association is rooted in this, the development here, contribute to this .
In 2012, Lenovo invested 5 billion yuan in building an industrial base for smartphones in the East Lake High-tech Zone, which produced 38.9 billion yuan and exported 4.6 billion U.S. dollars last year. As of September this year, it has achieved a total value of 138.2 billion yuan and exports 12.3 billion U.S. dollars, winning the title of Hubei Import and Export Corporation for three years in a row. From here, the mobile terminal products designed, manufactured and tested are sold to more than 160 countries around the world, making a new growth engine for us and implementing the transformation Real and important contribution.
As we all know, Lenovo is transforming itself from a former PC world champion to a diversified business including smart phones and data centers. The process of restructuring is actually a process of competitive reengineering. Therefore, in the past two years, we have been Constantly exploring, learning and trying out. Today I am especially happy to want to share with the "hometown people" that the competitiveness of new businesses is beginning to bear fruit. We have already returned to the ascent channel.
Last quarter, Lenovo's overall operating income to regain growth, an increase of 5% over the same period last year to reach 11.8 billion US dollars, net profit reached 153 million US dollars. All the main business performance are remarkable .Our Traditional strengths The PC business maintained its industry-leading profitability and market leadership, with turnover surpassing the average market growth of more than 5 points in the last quarter as we grew 25% in Europe-Middle East-Africa and Asia-Pacific grew 7.5% in Latin America, and 37% in Latin America, while in China, we saw the upward trend again after the organizational restructuring and new leaders took place in May, and both the new retail transformation and the construction of new service competitiveness Steady progress, new growth for the future ready.
The data center business is the business that we started to develop vigorously in the last two years. Our focus is to enhance the technical and product capabilities and enhance the sales and marketing capabilities. The construction of these core capabilities has gradually achieved results so far. We are the largest two Data center market: Europe and North America market continued to grow, the Chinese business adjusted the organizational structure, strengthen the leadership team to enhance product competitiveness, the turnover also achieved an increase over the previous quarter.
Of course, I know everyone is most concerned about is closely related to the mobile business in Wuhan in this business, in fact, we are incense wall wall incense, the top three in Latin America, the first quarter in Latin America and North America, Western Europe, etc. Mature markets, sales growth year over year all higher than the market more than 60 percentage points; in the United States, Motorola almost double the annual growth of the market into the top five, known as the counter-attack star; in Asia Pacific, especially in India The rapid growth, of which the contribution of Wuhan mobile production base contributed.
Today, I can confidently say that our mobile business and data center business have found the right path, the future development will be better and better, as our new growth and profit engine.Like Lenovo's development, One of the biggest motivations is innovation, and in this coming Wuhan, we hope to introduce Lenovo's future technology layout and thinking as well as innovative products and services to all through the innovative conference with the theme of "connection-imagination". I. We are Entering the Age of Intelligent Revolution Driven by Artificial Intelligence We all believe that we are rapidly entering a new age driven by artificial intelligence. Just as the steam engine was the first industrial revolution, Second Industrial Revolution, Digitization Like the third industrial revolution, artificial intelligence-driven intelligent revolution is leading to the Fourth Industrial Revolution, which will profoundly change our future lifestyles, working methods and the society as a whole. Years, the birth of artificial intelligence technology, 60 years, two rise and two winter, lack of data and computational power support, limited to subjects Research, lack of practical application, and far away from real life are the main reasons why it can not be truly embraced by us.While the immediate rise we are experiencing is closely integrated with the real world we live in with unprecedented breadth, depth and speed, We are moving from digital survival to intelligent survival.
These scenes have been or will arrive: as long as you move your mouth, whether it is home appliances, office equipment or even a car, you can understand what you are saying and care for you and take the initiative to serve you. We live in the house, according to the composition of the indoor staff, adjust their own temperature, humidity, lighting, adjusted into everyone's comfortable state; we work in the business, with big data analysis, improve product design, accurate prediction of demand, accurate Marketing, providing timely and thoughtful after-sales service; we live in the city, through the collection and analysis of real-time navigation data of the vehicle, combined with in-depth study of the initiative to ease the traffic congestion, greatly reducing congestion; we can not do without education, medical and other public services, Under the support of artificial intelligence, we can really enjoy the teacher's resources equally and provide 24-hour non-stop body monitoring and consultation services to meet our individual needs. It is precisely because of this momentum that AI infiltrated into the market Industry, all aspects, all of which are mainly due to the three elements of artificial intelligence - big data, Computing power and algorithms go hand in hand.If the PC Internet to the mobile Internet is a big leap forward, now that we have crossed the mobile Internet to the smart Internet again in this smart Internet era, more and more around us All-purpose devices become smarter with computing, storage, and networking capabilities, and with the help of sensors, these smart terminals can continually sense the environment and converge into massive, geometrically growing data in the cloud.
To gather and analyze the data generated by these devices, the back office infrastructure is undergoing radical changes to meet the growing computational demands of different types of users, moving from traditional IT infrastructures to more agile, resilient and intelligent Of the data center transformation.And more importantly, it is precisely human wisdom, is a deep learning algorithm created by people.Engineers continue to improve and perfect these algorithms, in order to really use the big data, let us All the more intelligent.With the data gathered from the intelligent terminal, with the computing power of the new infrastructure, with continuous learning and improved algorithms, we can more accurately perceive and recognize our world, to make more informed judgments And decision-making, so that our lives more convenient and colorful, our work more accurate and efficient, our society is more harmonious and orderly.
Second, the association: 'equipment + cloud' and 'infrastructure + cloud' to meet the era of smart change In such an era full of AI, Lenovo's mission is to become this round of 'AI (artificial intelligence) driven smart change' And enablers, and we will provide smarter, device + cloud connectivity to cloud content, cloud applications and cloud services for users, whether consumers or business users.
The image of Lenovo as a PC leader has long been well-known, and in the future we will continue to focus on the PC, but it will no longer be just a Personal Computer but a Personal Computing personal computing device. At the front end, Devices, PCs, smartphones, personal clouds and personal cloud wings, as well as new devices that connect cloud content with cloud services based on new interactive technologies such as natural language, AR / VR, etc. Still further, With Personalized Computing + Personalized Cloud, Personal Computing + Personalized Cloud to meet the diverse needs of everyone, devices and the cloud will be more closely integrated and synergistic to provide us with intelligent services that cover everything from the perceptual environment Cognitive decision-making the whole process.Future intelligent devices will be able to see, be able to listen to, be able to say, based on historical information converged into big data, intelligent self-learning each user's behavior, take the initiative to provide intimate information and services. Words, with the AI, cold equipment will know you, understand you, serve you, with high IQ and human touch, while in the back end , We will build smarter 'infrastructures + clouds' to intelligentize IT infrastructures by building software-defined data centers that meet the needs of traditional businesses, Internet businesses, scientific computing and artificial intelligence (AI) applications, all three Different types of applications on the computing power of different requirements; we will also be based on a profound understanding of various industries, to create a set of computing power, algorithms and big data as one of the complete vertical industry solutions.
As the world's largest and most advanced factory owned by Lenovo, the Wuhan base covers a full range of products for mobile internet smart terminals and we are continuously improving the smart manufacturing capabilities in Wuhan base in response to the national strategy of Smart Manufacturing 2025. Smart Rather than create more robots on the production line as simple as possible, R & D, production, supply, sales and service are all linked in their entire life cycle with intelligence, designed and developed according to the needs of customers, procured parts and components Production, precision marketing and service.Relying on Lenovo's own intelligent solutions, at present, Wuhan base has been able to meet the customer's personalized custom products, orders transparent and precision delivery requirements, not only to greatly enhance the production efficiency, but also Can play for the manufacturing-type manufacturers the most difficult demand forecast, the real realization of the leap from the information technology to intelligent.Delouve alone, we are serving such an intelligent solution to our customers, from education to Medical, from finance to telecommunications, from transportation to energy, from government to scientific research, to help all walks of life to achieve intelligent turn We make IT is no longer just 'Information Technology IT', but for enterprises and industry empowerment, help them achieve 'Intelligent Transformation smart change'.
In retrospect, the change of each time in the past has its own leading, pioneer, hero, and era at any time. The hero of the first industrial revolution was a mechanic, who designed and built a dynamic system, a machine and factory.
The hero of the Second Industrial Revolution was a new generation of managers who designed and built modern organizations.The third industrial revolution made engineers into heroes who designed integrated circuits and source code to create a digital world.Nowadays, The curtain of the Fourth Industrial Revolution has been gradually opened up, from smart smart devices to powerful infrastructures to smart cloud computing, and the comprehensive coverage of all elements of smart change is Lenovo's unique advantage. Take advantage of the opportunities brought by artificial intelligence and work closely with the 'smart partners' from all walks of life to become the leader of a new round of industrial revolution and work together to create a new world filled with love and love! Well, thank you all!
6, UAV to industry-level restructuring, is difficult to find the giant in the short term;
Research and development, entrepreneurship, frustration and transformation.Fly Zhi Zhi Zhi sales manager Zhang Lei career development path is almost China's UAV industry from the outbreak, the cold and then to the microcosm of transformation.First, the technical background of Zhang Lei in the main consumer level (for Ordinary public aerial, entertainment) drone zero intelligence control engaged in research and development.In 2013, consumer-level drone technology matures, he turned entrepreneurial.After a period of time, three or four Zhang Lei team was forced to dissolve, Zhang Lei re- Entered the enterprise engaged in research and development work in October 2016, found that UAV broad prospects in the field of agricultural plant protection, Zhang Lei joined the focus on industry-level (for plant protection, inspection, security and other fields) flight UAV intelligent flight control platform Intelligence control.
For two consecutive years, the consumer-grade UAV market has slowed down and capital is shifting from a concept-following investment to a value-oriented rational investment. Industry-grade UAVs with higher commercial value are selected by entrepreneurs.
However, the scene adaptability, after-sale protection, battery life and so on, to a certain extent, limited the development of industry-level UAV.Industry insiders analysis, the industry UAV technology and the market have not yet laid a solid foundation, although the prospects Optimistic, but before the commercial value of the outbreak, businesses and capital are subject to time experience.
Great Leap Forward
UAV into public view, from the "Dad where to go" and other variety shows debut, in February 2015, singer Wang Feng birthday party at Zhang Ziyi with a drone to send a wedding ring news is even more attractive Ordinary people's attention.
Starting from 2015, as the technology of consumer-grade multi-rotor UAVs has become more mature, the price will also be 'very close to the people', and around 3,000 yuan, you can buy a HD aerial UAV that can fly up to a height of 500 meters.
Also this year, the rise of UAV in Xinjiang's Xinjiang Uygur Autonomous Region drove the explosion of the consumer-grade UAV industry. For a time, there was a rush of people and capital influx. "As long as UAV is written on the business plan, Whether you know the technology or not, you get almost an angel wheel, "one industry official described the investment boom.
According to application areas, civil UAVs include consumer and industry-level categories, of which, industry-level (also known as industrial or commercial) can be applied to agriculture and forestry plant protection, power patrol, oil pipeline inspection, logistics and express delivery , Medical rescue and many other scenes, and consumer-level UAV is currently the most widely used application scenarios are more familiar to you aerial, entertainment.
'Starting in 2014, I think the industry has run a bit too fast.' 'From research and development to re-establishment to sales, Zhang Lei, who ran almost the entire drones chain, felt the industry's sense of smell faster than the market.
This trend of unmanned aerial vehicles is more reflected in the technical source of the school, came from Northern Airlines Xinghan capital operations director Zhang Hao came back to his alma mater, found Xuedi school business start-ups, 'can not wait to do half drone. '
When Zhang Lei left Zero Intelligence to start a business, he set up a team of three to four people, which is equivalent to a team that large companies went out to work in. For almost six months, he found that this thing was not as simple as imagined. ' At the moment do not know what financing. 'And at the time entrepreneurs like Zhang Lei, by no means a minority.
'The new third board UAV' Yi Watt's founder, Zhao Guocheng 'crazy' to describe the 2015 UAV market.
The pace of capital into the drone market also gradually accelerated, according to "Civil UAV Market Analysis Report" shows that venture capital into the UAV manufacturers and UAV application developers more than doubled in 2014.
In the same year, Xinjiang completed a 75 million U.S. dollar B round of financing, with a valuation of up to 8 billion to 10 billion U.S. dollars. According to media reports, there are more than 300 UAVs in Xinjiang, the fastest-growing market in the country. Enterprises, annual sales of over 200 billion yuan.
A UAV market researcher Li Da (a pseudonym) on the Beijing News reporter said with a smile, 'in Shenzhen, one hundred or two hundred meters will be able to find all the parts of the factory production of unmanned aerial vehicles.'
Case of cold, differentiation
The change came at the end of 2016. The continuous entry of a large number of low-cost homogenization drone made the market competition more stingy, and the long cycle of market payback gradually aroused the enthusiasm of capital.
The early arrival of ceilings and the absolute dominance of DJI left the consumer-grade drone bubble bursting out of steam with start-ups that lacked core technology and capital blessing.
'At least nine unmanned aerial vehicles on the market are in Xinjiang, other brands of unmanned aerial vehicles can not buy.' In Zhang Lei, start-ups in the consumer level of the track is unable to compete.
Once the industry leader such as Zero Intelligence, was involved in layoffs at the end of 2016. Several zero-year old employees recalled that the company has been layoffs, it is almost overnight thing.
At that time, Zhang Lei, who worked in the drone field for many years and also was a zero-consumption-level UAV dealer, said that since the zero-degree period, he has "taken the second line" instead of focusing on core algorithms.
The same is the star of consumer-level wave of enterprises, more than a month ago in the circle of people was drying out in a circle of friends was debt-seeking photos: the banner in front of its office wrote 'Canton billion loans owed 19 Month is not yet returned.
'Radical strategy, continuous release of new products', 'no core technology', 'failed to timely transformation', so many industry insiders concluded billion crisis.
In addition to internal problems and foreign aggression, many industry crises caused by 'Black Fly' threats to aviation safety events have cast a darker shadow on consumer UAVs since the second half of 2016.
Regulatory policy began to tighten due to the unfavorable impact of UAV 's Black Fly - Civil Aviation Administration of the Pilots issued the Regulation on the Operation of Light and Small UAVs and Regulations on the Management of Civil UAV Drivers. Airworthiness Division promulgated the "Interim Provisions Concerning the Administration of Civilian UAVs" and the "Provisions on the Administration of Registration of Real-name Civil Aircraft UAVs".
In 2016, DJI saw a slight decline in sales in China, and even in Xinjiang where consumer drones gained an overwhelming advantage, it also made new revisions to the market and decided to move towards the UAV market Subdivide the area.
In fact, the Xinjiang has already started the layout of the industry-level UAV. 'Southern Power Grid Line patrol machine, even if Xinjiang does not account for 80%, 60% is certainly there.' An industry source said.
'Today, the number of drone companies in Shenzhen is about 50, of which there may be more than a dozen consumer-grade left.' Li Da told the Beijing News reported looking for a Chinese maker reporters.
Recently, Starham Capital Investment Director Zhao Hao saw a lot of drone startup BP, but 'has not been concerned about consumer-level dynamics' This can be regarded as a microcosm of the current trend of investment institutions. The market slowdown, Insufficient competitiveness of small companies, at this stage, Zhao Hao is more optimistic about UAV industry-level development.
'After the tide of investment, the competition for (unmanned aerial vehicle) enterprises will be a contest between technological strength, industrial chain management and the amount of funds.' 'Zhao predicts that in 2018 there will be more consumer-grade drone business failures or a restructuring of their choice.
'The main reason is the temporary weakness in consumer demand growth, consumer-level drone product experience and consumer expectations there is a gap.' Zhang Xing, director of capital operations in Xiamen Star, consumer-level UAV did not cut the real high-frequency Just Business scene, an industry-level drone outbreak may be faster than the consumer level.
Business scene
In fact, the industry-level racetrack has long been a player, Yi Watts UAV in 2010 aimed at the industry level.
"Unlike the consumer-grade UAV market, the industrial UAV market is in the Blue Ocean era." In the view of Zhao Guocheng, the founder of YiWatt, the UAV industry has further commercial applications in various segments and has great commercial value And market size.As the industrial market mainly focuses on the technical performance and industrial application of the aircraft, it requires repeated communication and continuous improvement programs with industry customers in practice, and therefore has strong customer stickiness and barriers.
The consumer-level UAV towering, but also made technical reserves for the industry-level UAV.According to the Chinese intellectual property network data show that from June 2013 to June 2016, the national number of UAV patents in the short In the short term of three years, the five key technologies in the UAV industry, including body structure design, body material technology, flight control technology, wireless communication remote control technology and wireless image return technology, have been greatly improved.
And did the industry-leading UAVs find a business scene that truly creates value? What can UAVs do?
'In addition to having children, you can think of all industries, UAV can combine.' After a deep understanding of the industry, you will find Lee Da remark is not a joke.
In addition to the logistics application, which has become more and more known recently, UAVs have emerged in fields such as agricultural plant protection, power inspection, 3D mapping, security, medical treatment and even haze control and drug control.
'Impressed is a drone exercise at a public security bureau some time ago.' Li Da said that during the exercise, 8 unmanned aerial vehicles intercepted suspects driving and fleeing through the towing spikes of the airborne vehicles and transmitted in real time Back to high-definition images and positioning.After the suspect abandoned the car to flee the crowded area, the UAV also blocked the network and the suspects temporarily lost the ability to respond by firing a detonation bomb. "Even if it's just an exercise, To the UAV in the field of security prospects. 'Li Da emotion.
In the field of fire protection, the main purpose of the UAV is to observe it. 'Through infrared cameras, finding fire points in thick smoke and throwing fire-extinguishing shells to control the fire.' Li Da said that there is little or no effective solution to forest fires so far High-rise fire program is of great significance.
In agriculture, recently, the Ministry of Agriculture, the Ministry of Finance and the Civil Aviation Administration of China issued a circular announcing the pilot projects to subsidize planting UAVs in 6 provinces and cities such as Zhejiang, Anhui, Jiangxi, Hunan, Guangdong and Chongqing in 2017. This means that the industry is looking forward to years of Plant protection drone will also have more space to spray pesticides, sowing, fertilizing and so on.
Worries, the future
Industry-class transition, almost the entire circle reached a consensus in this increasingly hot blue ocean, many companies how to stand out?
'There is a core technology that needs to serve the UAV industry.' 'In the opinion of Zhao Hao, director of capital investment at Xinghan, joining artificial intelligence terminals, such as judging hidden dangers autonomously during cruising, will greatly enhance the capability of the entire UAV The new three board UAV business concept of defense is a good example.As the only UAV anti-drug flight service provider, the concept of defense established a system of UAV geographic information database to provide unmanned aerial vehicle as a carrier Aerial survey, interpretation, ground verification as one of the overall service program.
In addition to the core technology, deep coupling with the service area is also considered the key to success of UAVs in the industry. Zhang Hao, Director of Capital Operation, Xinghan, believes: "The industrial chain is more scalable in the upper reaches." The future success of civilian unmanned Machine companies need to provide end-to-end, total solutions from hardware, software and cloud infrastructure (storage and analysis) to customization.
Can quickly roll out the localization of after-sales service, which may be the future industry drones the biggest barrier in a fly Zhi-controlled sales in the work of Zhang Lei know, the industry-level UAV sales are sub-regional. The machine is broken, I can send it back to the headquarters for repair, and so on for half a month is no problem, but if it is a plant protection drone, the cycle of pests and diseases will be only 10 days and it will take 15 days to send it back to the headquarters for repair. Quick response is vital to the industry.
Based on the localization of sales is difficult to quickly expand in the country, Zhang Lei believes that the industry short-term UAV will not be the same as a consumer-level there is a dominance.
UAV industry to industry-level restructuring seems to be in full swing, but not like the consumer-level in 2015 as exponential growth, the overall stage of accumulation in the pre-outbreak.
The reason, Zhang Lei believes that 'investors can not see a more detailed future'.
To plant protection UAV, for example, before joining a fly intellectual control, Zhang Lei forget an account: UAV spraying pesticides, the cost per acre is 4 yuan, the proceeds of 20 yuan, one person a day can spray 300 to 500 acres of land. '' In so doing, the profit is very rich. '
However, Zhang Lei did not expect that the technical difficulties of China's landless state, operation level of flyers and obstacle avoidance have left almost no advantages in terms of cost for plant protection UAVs.
Obstacle Avoidance is crucial to the flight of mainstream UAVs, but existing solutions are still in the prototyping stage, and to ensure public safety there is a need to improve the sensor, sensing algorithms and UAV design. The battery life of around 30 minutes Become an industry-level UAV in the near future difficult to properly solve the plight.
After observing the market for two years, Li Da also believes that there is not enough industrial-type scene to adapt and that the "big industry has not yet fully opened up". UAVs in the industry have yet to consolidate their technology and markets.
Industry drone in the end is not a good business worth investing? Sequoia Capital founder Michael Moritz's answer is: 'UAV is the future trend, after decades, unmanned aircraft like trains, cars as common.' Just do not know how many companies survive the long burn cycle, do not know how many investors are willing to wait until the day it makes money.
Beijing News reporter Cai Hao Shuang