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1, glory millet tournament, the old drama or a new story?
● Beijing Morning Post Jiao Li Kun
The annual double big 11 promotion is the key node of cell phone business bayonets see the red, but in the aura of "Matthew effect", this year's plot evolves from the old formidable melee into the two strong hegemony.
Mobile phone manufacturers have spent a sleepless night. November 11 morning 2 minutes and 34 seconds, the first battlefield flew - the glory became the day sales of Tmall broke the fastest mobile phone brand billion, ushered in the double 11 big promotion Good start, then, the manufacturers of the newspaper flakes flew.
Yesterday morning, Lei Jun stood red envelopes on the table out of the photos. Lei Jun reason to be excited, because Xiaomi made the best record in history - millet Lynx flagship store sales of 2.464 billion, an increase of more than double 11 last year Times, and for the fifth year in a row Rely on the dual-Lynx dual-11 mobile phone sales.Lei Jun said in an internal letter, millet in Lynx, Jingdong, Suning platform crazy 40 first .And the line of millet One-day retail sales of more than 114 million, refresh history.
Also excited about the glory of mobile phones, Liu Qiang East personally yesterday for its platform: 'domestic brands for the first time become sales and sales of double champion!' It is understood that the double 11 the same day, the glory of Jingdong sales surpass Apple for the first time, and On the two major platforms of Tmall and Jingdong, the total sales volume of glory mobile phone brands reached 4.02 billion yuan, achieving the first place. Glory President Zhao Ming said Jingdong sales surpassed Apple for the first time, which made him the most excited and also a victory for Chinese brands The starting point.
Of course, vivo, Jin Li, Meizu and even the hammer cell phones have a good harvest in the double 11. Which, named Lynx vivo vivo 11 hours before the opening double 11, sales / sales will exceed last year's all-day sales throughout the day An increase of 234% over the same period of last year and a sales increase of 228% .However, the new mobile phone that the hammer just released also ushered in a good start and became the hot selling item of 2000 yuan.
Undoubtedly, millet and glory are two pearl on the double 11 mobile phone list.Double 11 is a mirror that reflects the pattern of changes in China's mobile phone market.Data show that the current market concentration to further enhance the big gamers get down to earth, The space for small and medium players is getting smaller and smaller.
Once, in the double 11 of the track, the major manufacturers, especially the Internet mobile phone brands are hard-working, all kinds of fancy battle report 'first' dazzling, but as the market peaked, warlords of warlords are being boutique Strategy quiet replaced.For mobile phone makers, double 11 is the beginning of the exam, more than sales volume / sales volume is the user experience .Beijing Morning Post
The following is the full text of Lei Jun internal letter: you millet students:
We have just passed double 11, made the best in the history of transcripts!!! Millet Lynx flagship store sales of 2464000000, more than double last year doubled, and for the fifth consecutive yearTxcat double 11 The first mobile phone sales!
We are crazy in Tmall, Jingdong, Suning platform 40 first, including:
1. Handset business won the first mobile phone sales and Android mobile phone sales, of which, the red rice 4A Lynx mobile phone sales in the first single product, millet 6 ranked first in 2000-2999 yuan file; millet TV won Lynx TV category sales first, Xiaomi notebooks single-product sales crown champion!
2. Ecological chain products won three consecutive sales of Lynx dual 11 smart devices and won the smart home, smart bracelets, TV boxes, walkie-talkies, water purifiers, trolley boxes and many other categories of sales!
3, Xiaomi's single-day retail sales of more than 114 million, refresh history, double 11 last year, more than 3 times.
Here, on behalf of Xiaomi Company, I would like to thank thousands of rice noodles. I would like to thank my partners, especially Xiaomi, Xiaomi, Millet has a team that can win the battle, they are tenacious fighting spirit and super execution, not only defend the millet 's king of cell phone electricity supplier', but also created a miracle of rapid development of the new retail! To be able to work with such an excellent team, be proud and proud!
This year's double 11 impressive record reflects the overall strength of millet to enhance the beginning of the year we put forward the three core tasks: innovation, quality and delivery.We have set up a quality management committee, will enhance the quality of products and services as the most important task , At all costs to enhance quality.After a year of solid foundation, continue to explore, millet finally return to the road of rapid growth, the mobile phone business to return to the top five in the world, ahead of the completion of the annual sales of 100 billion small goal.
We are delighted with this best double 11 transcript in the history, but at the same time, glory belongs to the past and the result is only coordinates. I hope all the millet people should keep awake and keep a humble heart. We are still on the road of scientific and technological exploration. The new chapter has just been unveiled.We will always adhere to and the user to make friends, always adhere to the high quality, cost-effective, always adhere to the touching, affordable price good product.
2, crack the traditional PC dilemma! Qualcomm teamed up to push Thai "mobile phone" laptop;
Recently, IDC released the third quarter of 2017 global PC shipments report shows that the global traditional PC (desktop, laptop) shipments of 67.2 million units, down 0.5%, lower than the expected 1.4% decline , PC market seems to have rebounded after 5 years of continuous decline.
In recent years, millet, Huawei and other handset manufacturers have entered the market in order to inject new blood into the traditional PC market, and now the world's largest ODM manufacturers have also announced to enter the notebook market, is expected to set off a PC industry, an industry change.
Used as a way to do the phone computer
On July 4, Wentech announced that it will enter the notebook market, and the announcement shows that Wentech, a wholly-owned subsidiary of Wentech, started to develop notebooks, high-pass platform notebooks and traditional notebooks with the support of Qualcomm, Big difference between the computer, the laptop market is a new product.
The 'mobile phone' is the latest product concept for the notebooks given by Wentech.
A few years ago, the industry had proposed the concept of flat-panel mobile phones, but due to the current process and supply chain is not yet mature, simply to enlarge the screen of the mobile phone or small flat, failed to make the two terminals and mobile phones effectively combine flat-panel mobile phone Finally, only stay in the conceptual level.
Today, with the further improvement of the supply chain, chip manufacturers Qualcomm, ODM manufacturers Wen Tai, terminal manufacturers Huawei Xiaomi and other upstream and downstream enterprises in the strategic highly consistent, making the integration of mobile phones and laptops unlimited close to reality.
As the leading enterprise of handset ODM, Wentek Technologies said it will bring the play in the field of mobile phones to the field of notebook It is reported that in the new business of notebooks, Wenteng uses the original handset ODM business, R & D team and 80 % Similar materials for research and development production, the real way to do the computer mobile phone.
Have to say, Wen Tai technology for the laptop to achieve 'mobile phone' is even more likely.
Relative to the traditional computer ODM manufacturers, in the process of achieving the "mobile phone", more ways to change the process and ID design, but the understanding of the product is difficult to change, this is the laptop 'mobile phone' One of the key reasons why it has always been difficult to achieve is the undisputed advantage of Wentech in this respect.
First of all, in research and development and production, Wentech is the largest handset ODM manufacturer in the world for several years in a row. It has a strong R & D capability and process design capability and a deep understanding of the market demand for mobile intelligent terminals. In terms of supply chain management, quality control and The ability of cost control is very prominent, both in the definition of "mobile phone" product definition, process requirements and production management are guaranteed.
On the other hand, the current laptop is also moving in the direction of the smart phone, the future such as ultra-narrow bezel design, high-definition display, dual cameras, fingerprint recognition and nearly 90% of the screen and other smart phone applications, Will be reflected in the one by one on the laptop, and Wen-tai technology with its strong supply chain integration and supply chain management capabilities, would like to achieve these functions in the laptop is not difficult.
In addition, in addition to the smart phone business, Wentek Technology has deployed in areas such as VR, car networking and the Internet of Things and extended to the platform-based enterprises to achieve seamless docking and smooth transition so as to achieve rapid R & D and fast shipping.
The industry is proud of its entry into the field of notebooks. The mobile phone ODM giants have reached the banner of 'mobile phone' and will set off a huge wave in the long-silent notebook market.
Qualcomm together define the new laptop
In addition to R & D and production in the field of mobile phone playing outside, Wen Tai technology is still the core platform of the laptop to achieve a "mobile phone."
Wentech announced that Wentech's notebook solution is based on Qualcomm's new generation of notebook computers using a mobile platform chip (Xiaolong 835) equipped with Microsoft's latest Windows10 operating system, with fanless, low power consumption, long standby, and more light , The global 4G real-time online and so on.
Previously, Wen Tai and Qualcomm signed an agreement, both parties intend to establish long-term close strategic cooperation in the emerging areas of the future, together in the field of automotive electronics, VR technology and 3D smart camera technology and product development, Wen Tai is the first batch of development Snapdragon 835 platform product customers.
This year Qualcomm introduced a new generation of Snapdragon 835 chip, announced its entry into the notebook market.It is reported that Qualcomm Snapdragon 835 mobile PC platform located in the thin, fanless design of portable PC and combo products, with full connectivity Snapdragon 835 , Supports almost all operator's networks in the whole world, and integrated gigabit LTE modem (Snapdragon X16 LTE modem), can offer the download speed of up to 1Gbps, the stability of network connection is also unmatched by other similar products.
It is worth mentioning that the Snapdragon 835 mobile PC platform also supports e-SIM card, which is an industry-standard SIM card can replace the new SIM, with a programmable component to facilitate the upgrade, end-users through the e- SIM card to easily connect your PC to your data plan.
Power consumption, the Snapdragon 835 mobile platform is much lower than the X86 processor, plus a larger battery can improve the overall battery life of 50%, the office day is not a problem.
As we all know, Qualcomm Snapdragon is the dominant mobile phone chip, the smart phone's performance, demand, are well aware of the technical aspects is beyond doubt, Qualcomm Snapdragon 835 mobile PC platform is undoubtedly the combination of both the mobile phone and laptop performance Of the products, which is the realization of Wen Tai Technology proposed the concept of 'mobile phone' is more complementary.
Previously, Wen Tai Technology announced in the announcement, as a key project supported by Qualcomm, a large number of internationally renowned notebook brands and mobile phone brands are interested in working with Wen Tai to develop Qualcomm platform notebook computers.It is worth mentioning that the next year, Wen Tai Technology And Qualcomm's business cooperation in the field of notebook computers will further deepen the introduction of Qualcomm Snapdragon 845 laptop.
Wentech said that with the depth of cooperation with Qualcomm mobile phone industry chain into the notebook market, marking the company has opened up a new market.
Huatai Securities recently published research report, Wenchang optimistic about the long-term logic, and estimated that the business will be Wentech Wentech 2018 'Egg', Wentech joint Qualcomm Microsoft defines the new laptop - ultra-mobile platform-based Life, low-power notebook thin, or will rewrite part of the notebook ODM core components and ODM market structure.
3, double 11 data cited Jingdong Ali interoperability both slightly lower market share;
At 0:00 on November 12, 'Double 11' officially came to an end in 2017. Finally, Alibaba announced a big boost in turnover of 168.2 billion yuan; Jingdong also announced the first double-11 sales data this year, placing an order amount of 127.1 billion yuan. Lynx, Jingdong announced transaction data, Suning, Gome and other e-commerce platform did not disclose specific figures, but all said significant improvement over last year.
On this e-commerce platform's "Harvest Festival," Jingdong, which first released the double-11 'battlefield report', was hit by opponents during the double 11 defeat. Wang Shuai, Chairman of the Public Relations Commission of Alibaba Group, commented that 'Jingdong Mathematics is very good' Implicit in Jingdong statistics is 11 days of data; Subsequently, Jingdong Group CMO Xu Lei in the circle of friends 为: Why your home can be pre-sale more than 20 days, and then count the day's sales.
Behind billions of sales data: growth pressures appear
At 0:00 on November 12, Alibaba unaudited data show that on November 11 all day, 2017 Lynx dual 11 Global Carnival total turnover (GMV) reached 168.2 billion yuan, the mobile terminal transactions accounted for 90% , The turnover of 168.2 billion yuan, an increase of 39% compared with last year, more than double the volume of transactions in 2009 increased by more than 3000 times.
At the same time, Lynx dual 11 'billion club debut, 167 brands become members this year.Apple occupy the top of the turnover, the United States, millet single-day turnover exceeded 2 billion yuan.
Jingdong also began to disclose the transaction data this year.On November 12 at noon, Jingdong announced that from November 1 to November 24 held at Jingdong Global Goodies Festival amounted to 127.1 billion yuan, the day 85% of orders have been achieved Production of the library.
Due to different statistical caliber, Ali executives said Jingdong 'play digital games', while Jingdong counterattack Ali 'engage in reservoir sales'.
Behind the bickering, is the two major e-commerce giant mutual restraint, double 11, some brands began to face the need to have a second choice between the Jingdong and Ali decision.
By the end of September, Only, Vero Moda, JACK & JONES, SELECTED of Acer Group closed the Jingdong store and sent text messages to consumers that Jingdong store could not continue its service due to business adjustment.And then, Wanda, Jeanswest, GXG and other apparel brands have also announced the exit from Jingdong.Industry sources, a number of apparel brands to exit Jingdong with the pressure from Tmall are not unrelated.
Behind each other is the slowdown in the growth of e-commerce, data from China's National Bureau of Statistics in 2016 shows that the scale of online shopping transactions increased by only 1.8% year-on-year.
Even if the electricity supplier annual traffic climax 'double 11' heat is also reduced, according to the calendar year Alibaba double 11 transaction data show that although the total scale of platform trading volume rose slightly this year, but had continued for 4 years in a row Slowed down.At the same time, 'double 11' keyword Baidu search index fell for two consecutive years.
'Both the big platform and the small platform are faced with the crisis of depletion of traffic.' A domestic first-tier E-commerce executive said the Internet traffic bonus period is over.
Institutional data: Ali Jingdong market share declined slightly
On the 12th, the chart data monitored 20 B2C e-commerce platforms, with total sales reaching 253.97 billion yuan in double-net in 2017 and generating 1.38 billion parcels. In the double-11 sales, Lynx's sales accounted for the entire network The proportion of 66.23%, accounting for 21.41% Jingdong.
The 2016 chart data show that 'double 11' the day the whole network sales finally 177.04 billion yuan, Lynx / Taobao accounted for 68.2%, Jingdong accounted for 22.7%.
Therefore, according to the chart data, compared with the data in 2016, the size of the whole network double-11 transaction volume increased by 43.45% over the same period of the previous year, of which Lynx 168.2 billion, an increase of 39.35%, the market share dropped by 2 percentage points Jingdong increased 35.4% Share decreased by 1.3 percentage points.
■ reporter observed 'black technology' change double 11
Pay peak 256,000 / second, database processing 42 million peak / second, which is early morning of November 11, Lynx double 11 just started the world carnival 5 minutes 22 seconds generated data.
Behind the large number of double 11 orders, there is a higher demand for pre-inventory, logistics and backstage technical support, which is more of a stress test than the selling of goods.
Stress Test: Alipay from Alipay
From the optimal cost point of view, the Double 11 Shopping Festival is not the best selling choice for e-commerce, but now, why the initiator Ali, later Jingdong, as well as the previous good at offline Suning, Gome are war? An explanation of the point of view Yes, this is a stress test initiated by the e-commerce system.
Tmall, for example, the shopping end of the Lynx is just an appearance behind the Alipay, rookie, Ali, a stress test.
After the user orders, the first test is Alipay.
In the early morning of November 11, 2017, Lynx double 11 global carnival just opened 5 minutes and 22 seconds, the new payment peak was born: 256,000 / second, an increase of more than 1 times last year, once again set a new record in the world Database processing peak, 42 million times / second.
42 million times / second means that Alibi processed 42 million requests smoothly in the second of the payment peak.
And all the network transactions, payments, logistics exchanges, will eventually converge to Aliyun, Ali cloud is the ultimate system pressure.
In 2017, when machine intelligence surges, chief technology officer Zhang Jianfeng of Alibaba Group has issued a very fresh KPI to the human commanders under his command - 'For 11 nights, everyone's main task is to drink tea.' Ali early layout in the black technology this year double 11, massive orders behind the smart customer service, smart shopping guide, intelligent picking officer, intelligent delivery staff and other functions of the depth of the layout.
Kung Fu turned to the line: the use of black technology line under the diversion
Suning has 4,000 stores, Gome has more than 1,600 stores.Suning, the United States, the two major retail stores under the line stores, Ali, Jingdong, represented by online offensive, had to catch the electric car.However, history It is inevitable that the reincarnation of the Suning, the United States struggled to turn the wire, traffic dispute presents a trend of the Red Sea, and then look back, Ali has been diverted to the line.
In the double 11 night outside the venue, Ali demonstrated Lynx magic mirror, virtual shopping cloud.
Reporters on the scene saw the Lynx magic mirror is a combination of face recognition technology such as virtual test equipment, you can choose from the toolbar on the right side of the screen orange, nude, pink and other colors of lipstick, and then Lynx mirror You can put the makeup of your lips corresponding color, if you like this product, you can put a key into the shopping cart, the direct purchase.
In fact, this feature could have been achieved on the phone screen, why do we have to engage in a cumbersome machine to the line? Alibaba booth staff explained that this is actually to help the next mall diversion.
Similar shopping cloud platform, Ali and Casio cooperation, offline counter can display the limited style, customers can browse more models on the cloud platform, these machines can be seen in Intime.
With increasingly scarce online traffic and high costs, Suning and Gome are busy online, but they ignore the depth of offline value mining.
In the new retail battlefield in 2017, the major companies have also laid the line, so it seems to allow Suning to see the value of the line .Reporter noticed that Suning double prearranged layout this year, moves frequently. Long, the introduction of eleven days carnival activities, the use of vendor resources, play the lowest price card network. Suning also synergy group six major industries, holding football friendly match, Suning Tesco evening activities such as hair force double 11. In the industry have introduced unmanned Stores, robotics and other black technology delivery, Suning also follow the pace of the industry.
Express outlets life and death racing
The other end of the double 11 big promotion, is working overnight and double the income of couriers.
Busy with no time to the toilet, 'a front-line courier told reporters that during the double 11, courier volume will be usually three to five times the speed of outlets can not keep up with the shipment to reach the outlets,' in order to have less restroom Dare not drink more water.
'Double 11' for the courier means overnight work and double the income for courier outlets boss, it is a matter of life and death of the network's challenge.
'Stay in the past is alive, but the past is dead.' Beijing a 'Mastery Department' courier outlets boss said that if the outlets due to lack of personnel or vehicles led to the backlog of goods, that is, warehouse explosion, will make the site face a huge amount of fines from headquarters .
With the sharp increase in the volume during the "Double 11" period, the labor cost of warehouses is even more geometric growth, after many courier terminals started recruiting workers one month in advance, and some outlets even hired 'literacy' recruitment slogans Reporter found that, SF, Zhongtong, tact, rhyme, STO outlets there are new direct training without training.
State Post Bureau on its official website on the 10th released the "courier service peak season on consumer spending tips," pointed out that with a number of electrical business focused on 'double 11' promotional activities, courier traffic will peak in the near future is expected November 11 By the 16th, the entire industry will handle over 1.5 billion mail and express mail traffic, and the peak network pressure will occur from November 11 to December 12. The maximum daily processing volume may reach 3 times of the daily processing capacity.
■ Consumer said
Fancy promotional Tucao consumer laments 'IQ is not enough unworthy double 11'
'See I want to throw a cell phone', a consumer in the circle of friends sigh this year's 'double 11' during the pattern of complex, complex rules of concessions. 'Deposit Expansion', 'cross-store coupons', 'torch red envelope' , Compared to the previous direct discount, this year's 'double 11' opened the week before, Taobao, Jingdong e-commerce platform launched the 'tricks' game attracted a lot of Tucao.
At the same time, some merchants introduced pre-sale model there are more restrictions on vouchers, does not indicate non-refundable, opaque and other issues.
'IQ is not unworthy of double 11.' One consumer laughed and said that the complicated discount rules during 'double 11' made him choose to abandon the purchase of goods. 'After half a day, there was no bargain for a few more,' he said. Of the half-price discount, discount this year's double 11 count down is not large, 'most are eighty percent, half of the basic is to inventory.'
Insiders pointed out that the complex rules on the one hand to increase consumer enthusiasm for participation; the other hand, is to create barriers to parity between consumers on different platforms.
It can be seen that during this year's double 11, many consumers showed a more rational attitude to online shopping. 'Do not want to discount, do not want to discount', consumer Mr. Guo pointed out that even double 11 also can not escape 'a Money a share 'truth, so in order to buy more discounts on discount products are often impulsive.
During the double 11, hoarding just became a commodity consumer choice has become a good way to save money .And another consumer turned to offline.An increasing number of offline stores are also introducing various discounts. 'Shopping ( Experience better), but also eat and drink, she said, in order to discount the behavior of stay up all orders have been out of the nature of shopping.
4, what are you still using? Mobile to vote over 80 million yuan resurrected fetion;
Set micro-grid November 12 comprehensive coverage
Prior to the advent of WeChat Tencent, China Mobile launched Fetion is one of the most commonly used social networking softwares for office and chatting, but the opportunity has been muted over the past few years, while the latest news shows that China Mobile wants to revive Fetion.
November 2, Shenzhou Taiyue announcement that its two subsidiaries, Beijing Rongshui World Network Technology Co., Ltd., Beijing New Media Technology Co., Ltd. letter, respectively, won the bid for China Mobile 'and business broadcast terminal R & D and production project package - (4G Live Box R & D and Production Services) 'and' 2017-2018 and Fetion's client implementation and support project tenders - (PC and multi-modal terminal coverage and supporting optimization) 'projects.
It is understood that on September 22 and October 11, China Mobile has released two tender bulletins, respectively, 36,265,000 yuan and 47,646,000 yuan of tender amount for the China Mobile Internet Co., Ltd. 2017-2018 'and Fetion' Client technology implementation and support projects, and operations support services.
It is noteworthy that China Mobile released two projects and Feixin total investment of more than 83.9 million yuan, while in 2016, and Fetion's only open bidding project - operational support project investment amount is only 13.85 million yuan.
An insider from China Mobile revealed to reporters that after the company changed its name to Feifei in 2016, the direction has also been extended from the original for individual users to enterprises, but it is still in an upgrade phase.
According to Analysys Sail data show that today's domestic Fetion less than one million active users, while QQ is sitting on 662 million live users, the latest number of WeChat registered users has exceeded 963 million.
5, Zhang Daijun, president of Samsung Electronics China Research Institute: Do not overdraft AI in advance;
'Now it's not good to talk about cell phones without AI.' "At a recent AI World2017 World Congress on Artificial Intelligence, ZhangDijun, dean of Samsung Electronics China Research Institute, said with a smile.
With the development of artificial intelligence technology, some mobile phone giants have launched smartphones with built-in artificial intelligence technologies. Apple and Huawei are the first companies to release corresponding products. Huawei unveiled the world's first AI mobile phone chip, Unicorn 970, Also equipped with the AI X chip 'A11 bio-neural network engine' for the iPhone X. Samsung, as one of the world's best-selling smart phone manufacturers in the world, although the performance in the second quarter of this year continued to record high, but relatively low-key in the field of artificial intelligence, but according to Korea Korea The Korea Herald reported in September this year, Samsung is also developing a variety of AI processing chips, these chips can handle the terminal equipment collected from the AI application data, without the cloud server back.
In the current stage of artificial intelligence development, Zhang Daijun believes that AI technology must be combined with the specific application scenarios, there are scenes to achieve means for the development of artificial intelligence in China, he also made his own proposal, 'Do not instant success and do Technology, industry are done step by step, in time, do not overdraw AI.
AI development should be combined with specific applications
Although Note 7's bombing and 'Prince of Samsung' Lee Jae-jong are in jail, the influence of the decision of the vice chairman and chief executive officer, Fumi-Hsun, to decide to resign has not faded. But this year, thanks to the strong semiconductor business growth, Samsung Electronics has achieved record highs. In the third quarter, Samsung's consolidated revenue reached 19.91 trillion won, accounting for more than 30% of Samsung's quarterly revenue; operating profit of 9.66 trillion won, contributing to Samsung's quarterly operating profit of nearly Qicheng. Said that in the third quarter, only the profit margin of the semiconductor sector has surpassed APPLE.
However, in the rival Apple, Huawei have introduced AI chips, Google and Intel co-operation in the development of AI chips, Samsung seems to be on the AI chip research and development slow half beat.
A financial science and technology reporter interviewed Zhang Daijun on related issues, he believes that artificial intelligence is the most important thing is to have a scene, there are scenes to achieve means. 'AI has technology, but how to enable users to feel the real artificial intelligence scene, and Is a just-needed, high-frequency scene, this is the most important issue, not the chip. 'He compared the specific application scenarios for the disease, AI technology is the cure for the disease,' we have medicine, medicine to cure what Sick? '
Zhang Daijun said that there are computing chips, communication chips and other chips, which are very important, but if only the chip, there is no scene, can do is still limited.How to combine the existing mobile Internet products or hardware products is very important, Let consumers be willing to use.
At present, in the field of mobile phones, there are many ways for AI technology to fall into place, including face recognition and iris recognition, and some also solve the problem of album and big data through computer vision. Since different enterprises and industries have different emphases, the solution to artificial intelligence The point of view, the entrance is not the same.Zhang Daijun told reporters: 'To solve the industry pain points, just need, service and scene issues, these problems are not solved, is the show technology.'
How to make AI into the mobile phone field has become a hot topic in the industry. Zhang Daijun said: 'In previous years, we may say that the artificial intelligence, Alpha Go such a story, or talk about B2B industry services and products', but this year, whether Apple, Google or Huawei All hope that artificial intelligence into the phone, 'talk about the phone does not seem AI is not very good.'
On the issue of how to combine AI and mobile phones, Samsung believes that based on the AI technology, it is necessary to make the mobile hardware and software deeply integrated to provide a better user experience, not only to download or simply integrate the AI technology as an APP, 'Whether it is 2C or 2B, we must combine the AI with the industry application and hardware.'
In May of this year, Samsung equipped the Galaxy S8 with the self-developed artificial intelligence platform 'Bixby' and started offering 'Bixby Voice' service. At the developer conference in San Francisco, USA, in October, Samsung upgraded its intelligent voice platform Launches Bixby 2.0 and exposes the SDKs to developers Bixby 2.0 will be available on a variety of devices, including Samsung smart TVs and smart refrigerators.
In China, Samsung also officially launched Bixby Voice Assistant to China's beta-eligible Samsung Galaxy S8 / S8 + and Galaxy Note 8 users on November 8. Chinese users can use their Chinese-to-Bixby conversations to achieve voice assistant functions. Bixby can use voice features To unlock the phone, send text messages, find music and pictures, etc. Zhang Dai-jun also showcased a Bixby function to CBN reporter, setting up a face-to-face building group, sending the penultimate picture to my friend circle, , 'Red envelopes' and other voice commands can be more accurately open the corresponding software features. Zhang Daijun said, 'much more fun than Siri'.
However, once the context is more complicated, Bixby is a little harder to recognize.By placing food in front of the camera and sending a 'Look at this amount of money' voice command, Bixby can turn on the camera for a physical scan and search on Taobao, Limited to the impact of light, the final search results have some errors.
Zhang Daijun told First Financial said: Wherever you can touch your hands, you want to be able to manipulate the hardware through speech recognition and natural language understanding.
Do not worry AI shortage of talent
In this era of artificial intelligence, many domestic and foreign enterprises regard artificial intelligence as an important force for the next revolution, but the top talents in this field are scarce, especially in China, where there are fewer colleges and universities offering artificial intelligence courses and the teaching system Just started, the number and quality of talent supply can not keep up with market demand.
However, Samsung is not worried about the shortage of AI talent.Zhang Dai-Jun said that with many domestic enterprises to dig mature talent is different, Samsung is more consideration is to cooperate with colleges and universities to develop their own talents, 'We have our own talent system to Recruitment of outstanding students, and then train themselves. "Zhang Daijun disclosed that Samsung every year from Tsinghua University, Peking University, Institute of Automation, Chinese Academy of Sciences and major universities in the recruitment of AI talent computer department, 'how many years after the training of these talents is the top talent.'
For example, he said, Samsung Electronics China Research Institute first artificial intelligence experts to join the Institute 15 years ago, these AI experts just entered the technical reserve is done, then do the appropriate research work, now do Is the product
'You have the level to train people, like Microsoft, to contribute talent outside, rarely dig someone else; if you do not have the technical reserves, you have to dig someone.' Zhang Daijun said with a smile.
Of course, in addition to their own training, Samsung is also actively seeking talents in the industry, 'the more people the better, but still have their own hematopoietic ability. Young people are very creative, and soon these people will make a great contribution to us '
Do not overdraft AI in advance
Since 2010, China has witnessed a rapid development in the field of AI and a lot of money is flowing to AI. China has set a goal of artificial intelligence development in the Notice on the Development Plan of New Generation of Artificial Intelligence. By 2030, the competitiveness of China's artificial intelligence industry will reach the international Leading level, the core scale of artificial intelligence industry surpassed 1 trillion yuan, driving over 10 trillion yuan of related industries.
November 8, Tencent released the "White Paper on Internet Technology Innovation 2017" shows that as of June 2017, China's total number of artificial intelligence enterprises ranked second in the world, accounting for 23% of the world's total; cumulative financing has risen to 63.5 billion yuan , Accounting for 33.18% of the total global financing.
Both the policy and the funds have given China strong support for the development of the artificial intelligence industry, but Zhang Dai-jun believes that the development of AI can not be impetuous. Do not make quick success and do technology, and industries are gradual and easy way out of the equation. That the combination of artificial intelligence applications and training habits of users need time, many things can not rely entirely on technology, but a gradual process.
For the future development of AI, he is very optimistic.On the one hand, AI technology in mobile phones is developing very rapidly.Zhang Daijun said that a few years ago, we are talking about fingerprinting, this year the wind has turned to 'brush face', so AI in 2C The development is very fast.
On the other hand, in the next 5 to 10 years, based on the understanding of natural language, AI technology will combine typical life scenes to realize the Internet of Everything. Zhang Daijun said that talking about smart speakers and mobile phones are only isolated devices and will eventually reach the Internet of Everything (IoT) With the development of 5G technology, deep learning and all computing power, 'I believe the artificial intelligence development in the next 5 to 10 years will make people look forward to it.' '
6, dragon race fate: the background behind the mobile phone industry and local investment;
Cheng Wei Hao Cheng Editor / investigators from multiple departments in Jiangxi Province is looking for an answer to the 'quarrel' between Sai Long and Komsomolsk, in a way that is also a 'political and commercial' relationship. One of the newly revitalized enterprises from the last 'death' is the newly established and ambitious government, which both got into a dilemma in 2013 and ended the honeymoon period from 2010 through "flash marriage" through investment promotion in 2010. Since then, the restructuring process has been complicated, As the details are numerous, the relations between the two parties tend to be tense and eventually collapse, but if all these are placed in the main lines and big rivers and lakes of the mobile phone industry and local businesses, everything seems to be as fossily to be reversed and full of metaphors.
First-line investigation
Dragon resurrection and death in Gongqingcheng
Whether it is 'kidnapping' or 'rescue' is 'normal death' or 'murder?' The death of a company named Kailong in Jiangxi's Kaohsiung City triggered a relative explanation from various parties, causing a whirlpool of public opinion and giving Merchants to build the 'political and business' relationship brought a special view.
A decade ago, Beijing-based 'dragon' died once, when public opinion exclaimed 'the banner of mobile phone design industry' fell. On behalf of the small power took over its Shenzhen section, three years later, in 2010, Kung-cheng revived in the city - from the past, the main design industry, extending to ODM.
Behind the speed of "signing and commissioning in two months" is the thirst for investment in Gongqingcheng, a new city as well as special attention and expectation from the central government to the province. Outside the fourth mobile phone industry base, planning acres of industrial parks, plans to achieve 100 million units in 2015, the output value of 30 billion yuan sales break.
At the time of the alliance, Komsomolsk promised to solve the problem of financing 200 million yuan - the fiscal revenue of the previous year was just over 200 million yuan.More preferential policies are enough to make both sweet and fast to advance.After two years, dragon tax, Employment contributed quite a bit, but also continue to board the local media headlines.But in 2013, enterprises to dilemma - companies think local loans, while the local market said it.
The conflict escalated in the reorganization, and the government believed that the financing of Sai Long could not be made without national capital, while the firm believed that this special creditor of the government was already beyond the boundary of its rights. The struggles of both sides were finally visualized by the media as two people: Chairman of the small right and then deputy mayorZhan Zheng.The former was arrested on personal tax evasion was restricted to freedom, and later to corporate tax evasion was prosecuted, the first instance jailed for two years, while the latter in the absence of deputy mayor returned to school, Still being asked by the media and lawyers, Commission for Discipline Inspection shouting to chat.
In contrast, both the government investment and business development have relied on or even relied on 'preferential policies,' but when the market began to give a more brutal choice, this model of relying on preferential policies developed a fate. , China's economic upgrading shift, but it depends precisely on the local government and enterprises, to what extent can get rid of 'Serong fate' entanglement and imprisonment.
'Resurrection' and 'flash marriage'
'Chinese mobile phone design R & D banner down!' June 29, 2007, CLP Dragon formally declared the collapse, triggering the media industry exclaimed, playing design, is declining.
At that time, the cost of property division Dragon Power only owed property reached 400 million, while the media reported that the court seized assets in only 470,000 yuan.Others tell, in fact, in April that year, that has begun to default on wages.
Cellon International, founded by Sun Jingchun and others in Silicon Valley, California, USA, in November 1999, was formed in Beijing in the joint venture with China Electronics Information Industry Group (CEC) Center LLC, CECW).
In October 2001, CLP Dragon acquisition of Philips mobile phone R & D center that year, Philips 2.6 billion euros net loss of the decision to restructure the mobile phone industry - the design and manufacturing operations completely outsourced when foreign media said it was a familiar routine: Give the cheaper thing to cheaper Asia.
Accompanying the acquisition is the binding agreement: Philips handsets must be purchased from Ceylon. After the acquisition, Ceylon Systems peaked in 2002 and staffed thousands of people, making it the world's largest mobile phone design company.
'We had a shipping record of 12.6 million units in 2004 when we sold more than $ 100 million!' 'No.7 employee' of China Power Chellon, Chen Zheng, told the media in 2007 Recall that in 2004, the CLP Dragon passed the SEC review, ready to land on NASDAQ.
But the climax of the fleeting, technological innovation in 2005 so that the rapid design of mobile phones become easier, within a year, gross margins fell to 70% from less than 30% .Sergeon's big brother status collapsed immediately. Remove this background, the game Dragon design known in the industry procrastination, but also the cause of death.More contradictions with manufacturers and other reasons.
The death of 2007, at the end of a long way: In June that year incorporated Beijing Jingshan Innovative Communication Technology Co., Ltd., founded by a senior CELC Dragon, the English name NOLLEC, just dragon letters contrary to the sequence. The last day of 2015, Shih Hyun Paper announced that it would like to purchase a 100% stake in the company for CNY1.17bn.
On behalf of small powers, the former Dragon executives took over Shenzhen Longshen Company in 2007, restructured and served as Chairman of Shenzhen Sailong.In early 2011, he interviewed in 2007, the media refused to refuse the old customers Philips design orders past (then there is another version of the media coverage, that Celtic and Philips vicious), and said he was firmly targeted to the operator to shift the direction of the focus of Latin American market.
Since then, there have been core founders left: 'When they left, they threw me a word, if you really do this thing, you are God.'
In December 2008, the new dragon once received hundreds of thousands of orders of 20 million U.S. dollars, confirming the correct adjustment of the main line. From 2007 to 2010, the media wrote: ' In these three years of escape, 'If you know that there are so many difficulties later, may not be afraid to do it.'
As the design from the main business, extending to the ODM, construction has become a new demand. So, a 'flash marriage' debut in Komsomol.
In April 2010, on behalf of small group, I visited Komsomolsk-China, signed in July and put it into operation in September. 'This is a miracle for many people. It is very surprising to them that they are so efficient, ) Complimenting is that every commitment of the government has been fulfilled one by one. "According to Jiangxi media, on September 26 of that year, in Nanchang, the fifth session of the CPC Central Committee's special city of Qingcheng, on behalf of small powers in Chinese and English, He and Komsomolsk-enlightenment process.
It was an amazingly recommended investment recommendation: 'It was the first special promotion made by a China CIB to a county-level region and the first special event hosted by the CYL Central Committee at all previous CIBF.'
Also in September 2010, Gongqingcheng, the only city in the country named after the Communist Youth League, formally established the city after it was only a development zone within the city of Jiujiang.
The new race dragon, the new city of Komsomols, began the honeymoon that year, and even in today's quarrel both parties seem seldom to mention the beginning of that period, but to date, local officials, just as in their generation, Marvel at the speed and efficiency of that 'flash marriage'.
Speed and hunger
'Flash marriage' was also recorded Gongqian local history: Dragon, is in May 2010 in Jiangxi Province Hong Kong Investment Association and Komsomolsk-en-City, at the meeting by provincial leaders on the recommendation of Gongqing City, 'Let Dragon Company On the city of Komsomol generated investment investigation '.' July 19 in Nanchang formally signed on September 6 three mobile phone production line put into operation. '
On October 22, 2010, at the mobile phone industry forum sponsored by Gongqingcheng and Jiangxi Provincial Government, Pu Yuanbin, editor in chief of "Mobile Phone Circle", preached on stage. At the same time, he also asked everyone: compared to Beijing, Shanghai, Shenzhen, Gongqingcheng why become the fourth mobile phone industry base?
On behalf of small powers, sitting in the first row listened to the auditorium, next to the bigwigs in the industry at that time, as well as leaders from all levels of the Ministry of Industry and Information Technology to provinces and cities.College Qingcheng in this forum, released mu Mobile phone industry park planning and said it will achieve high-end handsets in 2015 production of more than 100 million units to achieve the total output value of sales will exceed 30 billion yuan by 2020, the output will be more than 300 million units, with a total output value of over 100 billion yuan .
Behind such a grand goal is the importance attached to Gongqingcheng by the Central Government and Jiangxi Province.In early 2010, the Jiangxi Provincial Government wrote Gongqingcheng into its government work report: earnestly implementing the important directives of the Central Government ... To create a pilot area for exploring and reforming the administrative system and operation mechanism ......
In fact, more than 90 party and state leaders have visited Komsomolsk-Cities for inspection; from the pioneering of pioneering youth to the establishment of land reclamation sites and then to the development zones, Komsomolsk in the past has always been governed by Jiujiang City, but more than its own county and county Surrounding counties, high half level.
An official who requested anonymity in Jiujiang City confirmed to reporters in the "China Business" that the city was established but in fact it was finalized in early 2009. 'Everyone was very excited! At that time, it was claimed to be 200,000 but actually it was more than 100,000. Planning, Construction, investment, everything must be fast, you have to let the leadership see the results ah.
Sercel from signing to production, only two months, this is only a common example of the speed of the "Komsank .. More local media coverage, it is a Taiwanese think the government needs three months to smooth the land The government only took ten days to complete.
No one can explain what kind of scientific research and judgment Kogyo made based on scientific research and judgment and made a plan of a handset industry of "hundreds of millions of billions." However, Zai Long Group, which is the "major supplier of major parts for Motorola handsets" in 2010, In August of that year, a total registration of Gongqingcheng Sailong Communication Technology Co., Ltd. (hereinafter referred to as "AQ Dragon") was put into operation in September.
According to media reports, on September 3 of the same year, when the leaders of Jiujiang Municipal Party Committee met with the chairman of Sai Long Communications Technology (Shenzhen) Co., Ltd. (hereinafter referred to as "Shenzhen Sai Long" Cellon Cell Phone Industry Park project on the issue of friendly consultations.
According to the relevant conditions agreed upon by both parties, the project of Cellphone Industrial Park will invest a total of RMB1.2 billion, including the development, testing, production, assembly and logistics of mobile phones. The entire project will be completed in two phases and the estimated annual output value will reach RMB6 billion .
Offers and bindings
The reporter obtained a Supplementary Agreement on Investment Contracts signed by Gongqingcheng Development and Opening-up Zone Administrative Committee with Sai Long Shenzhen Co., Ltd. with the official seal of the Qing Dynasty. The supplementary agreement basically outlined the concept that Gongqingcheng Discount terms.
According to the Supplementary Agreement, these preferential terms cover almost all aspects of corporate taxation, corporate taxation, land acquisition, equipment procurement and living facilities construction, and more importantly, the Gongchengcheng government promised that as a business invitation Under the conditions of attracting foreign investment, the government will solve the financing problem of 200 million yuan of loans for the dragon stationed in Gongqingcheng, which is included in the contracts for investment attraction as the terms of the supplementary agreement.
Supplementary agreement, the third shows that in view of the B (Seron) this project and the terms of the contract will be to increase logistics and logistics costs B, B also need to build factories, as one of the price of the contract, Party A Government) agreed to secure a firm 200 million yuan financing credit line for liquidity, equipment procurement, etc. by Party B or other financing platform (Party B can pay a 20% deposit if not a finance lease).
The two parties agreed that the above financing conditions will be put in place respectively in three phases: Phase I: Within 2 months after the registration of the local company of Party B (subject to the date of issuance of the business license), all major business transactions of the Group will be transferred to Jiangxi Gongqingcheng , 50 million yuan financing funds in place; the second phase of financing funds in place for the dragon registered company in the local full three months, and in accordance with the agreement, the project started construction, this time, there will be another 50 million RMB financing funds in place; the third phase of financing the corresponding conditions in place, it is relatively simple, Dragon registered within six months after the local, the remaining 100 million yuan loan in place.
The term of the above-mentioned financing loan is set at 1 year, and the interest rate is calculated at the benchmark interest rate of the same period of the bank, and the excess of the benchmark interest rate is partially offset by the financial interest discount by Party A. Selong agreed that the above financing should be supervised by the lender to protect the capital.
200 million yuan financing line, even in 2010, it is not "astronomical." However, at this time Komsomolsk is still in its infancy, the financial resources are not sufficient.According to the local financial Income information, the year 2009, Gongqingcheng fiscal revenue of more than 200 million yuan, compared with 350 million yuan in 2010. In such a state, Gongqingcheng aspect of the dragon's support, even more substantial.
Reporter interviewed that in addition, in addition, in the case of financial income is not well, a total of Qingcheng also given a lot of discount dragon .In the land area: Komsomolskaya also provided in this supplementary agreement 500 Acres of industrial land and 200 acres of preferential commercial land to sell dragon Shenzhen company.
Both parties agreed that the transaction price of industrial land of 500 mu should be fully affirmed by Party B within one month after obtaining the land use rights by setting up the company in the land use funds stipulated in the investment contract (national benchmark price 40,000 yuan / mu) Local companies for project infrastructure 'approach familiar with such operations, told reporters that this means that the dragon company in Shenzhen actually pay the 500 acres of land section, turn around and will come back in a certain To the extent that equivalent to Gongchengcheng sent 500 acres of industrial land.
Glory and fall
In addition to industrial land, Gongqingcheng also promised to provide 200 acres of commercial land Serong, price concessions, and its use for supporting the construction of experts, leisure clubs, residential and commercial development.Reporters grasp the material shows that: 200 acres of commercial land Divided into three parts, of which 100 acres in the industrial zone, that is, with 500 acres of industrial land connected; the other 50 acres in the city of Gongqingcheng, there are 50 acres in the Poyang Lake.
Among them, the industrial new area of 100 acres of land, the listing price of 110,000 yuan / mu in the two sides signed the 'Supplementary Agreement', a total of Qingcheng commitment to Party B to obtain commercial land use rights within three months Enterprise technical support funds, to support Dragon 300 million.
'This is one of the more commonly used means of local government investment.' An official of the territorial system told reporters that 'as the Ministry of Land and Natural Resources strictly prohibit the sale of zero-premium investment, the local government evolved through various subsidies, rewards will be equal It is not uncommon for land prices to be paid in installments or on a regular, one-time basis to the business sector, thereby drastically reducing the real cost of acquiring the land. "
In accordance with Gongqingcheng and dragon's supplementary agreement, which means that the Dragon actually only need to pay 8 million yuan, you can get this 100 acres of commercial land use rights.
Details of the terms of the 50-acre commercial land in Gongqingcheng District show that the premium part of the premium part of the 50-acre commercial land listed in the main city has a premium after the third-party transaction. Rewarded to the local company B to expand reproduction. "This means that when Komsomolsort attracted Shenzhen Dragon settled in Shenzhen City, but also in addition to find a piece of commercial land for auction, the auction proceeds more than 200,000 yuan per mu Premium part, rewarded to Seron Shenzhen company.
In addition, Komsomolsk-In-The City also set up other incentive provisions to encourage Sai Long Shenzhen Company to accelerate its development in the area, such as Party B promised to achieve 500 million yuan in main business in Gongqing City in 2010. If this is the case, Qingcheng one-time award to Party B 5000000 yuan, and the reward no refund.In 2011 when Party B achieved in Gongqingcheng main business income of 3000000000 yuan (the corresponding tax all stay in the Communist Youth League), then Gongqingcheng should Party B will award a one-time bonus of 5 million yuan in 2011. Of course, this bonus is also not refundable.
So 'blood', it is not difficult to understand the Gongqing City for Salon's contribution to the local economy's 'high hopes.' So that when the race dragon crisis, when Zhan Zheng, vice mayor of Komsomolsk City, has publicly expressed to the media , 'Government funds must not be a problem.' Show enough Gongqingcheng and dragon in the local economy 'bound' to the extent of.
To solve the employment of 3,000 people, Jiujiang City, the first tax payment, once in Jiangxi Province twenty strong private enterprises in an interview in Komsomolsk, no one denied this result, even if the hostile attitude officials also said in private that it was just the beginning In two years, the AQSIQ Dragon was outstanding, while in the local newspaper Komsomolsk-on-Cheong, Serong would appear in front-page articles from time to time.
Good times, until the spring of 2013. In June of that year, on behalf of small power to write the last one original microblogging: 'to accompany the child to rest for two days, Miami (United States Miami) is now holiday off-season, few people, clean, relax, go back Fight! 'Embarrassed is, two months later, his staff in this microblogging when asked to send a salary.
Gongqingcheng officials are unanimously said that in the spring of this year, Serong is