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1. 2018 mobile phone industry forecast: OV brand brands continue to lead, ODM Wen Tai dominance;
(Set micro / text) is approaching the end of 2017 will draw a full stop in 2017. Looking at 2017, the mobile phone industry polarization increasingly evident, on the one hand, China's mobile phone manufacturers continue to lead the global market, on the other hand, the domestic market The competition is still cruel and intense.
From the brand point of speaking, although Samsung, Apple is still the core force of the global mobile phone industry, but Huawei and China Mobile Army Legion represented less and less distance between them, especially in the past two years, Samsung and Apple products The lack of innovation has given Chinese handset manufacturers huge market opportunities and imagination.
In the domestic market, the pattern of domestic mobile phone brands gradually became clear. The new pattern based on Huawei, Xiaomi, OPPO and vivo became more and more stable. With the steady decline of LeTV and Coolpad and the gradual clarity of the brand of handsets, Third-tier and small brands increasingly difficult day.
In the supply chain, with the concentration of mobile phone brands and the development of high-end marketing strategies, this year's mobile phone ODM's thighs are exceptionally difficult and have now become 'grab orders' ODM vendors have become increasingly competitive with major mobile ODMs, and mobile ODMs have now come into full competition with cost-effectiveness and supply-chain management capabilities such as competition for a single product.
In the core components, the rapid popularity of the full screen so that the entire touch supply industry supply chain unexpectedly led to the beginning of the second half of last year, layout 3D hyperbolic manufacturers miserable, but really can achieve full screen panel manufacturers are not many, its In addition, with hidden fingerprints failed to effectively break through the technical bottleneck, coating chip prices have also been killed below $ 1, fingerprint identification supply chain quickly entered the desiccation period.However, iPhoneX launched FaceID, is expected to face Recognition technology to a new height .......
So, bid farewell to the upcoming 2017-2018 mobile phone industry, what changes will happen? Let's bold forecast.
First, the global mobile phone brand tends to focus on the pattern, 'Hua Miviou' shipments continued to rise
From this year's market conditions, domestic handset brand manufacturers to produce a satisfactory report card.
According to the latest research report by market research firm IDC, global handset shipments in the third quarter of this year were Samsung, Apple, Huawei, OPPO and Xiaomi respectively.
Expected this year, the first four manufacturers little change, while the fifth will be generated in millet and vivo, anyway, the world's top five mobile phone manufacturers, domestic brands firmly occupy three seats.
Apple out of position, market share or Huawei will catch up
As the global leader in the mobile phone industry, the iPhone is in doubt this year.
iPhone8 release, setting a record of the worst sales record, but the iPhone has been three generations of products for no apparent change in appearance, innovation was questioned.According to statistics, in the third quarter, iPhone 8 and iPhone 8 Plus sales accounted for only the whole iPhone sales of 16%, while the iPhone 6s and 6s Plus sales accounted for 24%, which means that the iPhone 8 and iPhone 8 Plus performance is less than two years ago, the iPhone 6s series.
In October of this year, Huawei's market share once exceeded Apple. With the release and listing of iPhoneX, the iPhone's sales ushered in a slight rebound. According to the latest data, the market share of the iPhone reached 12.5%. Huawei's market share was 11%.
Although iPhoneX is still amazing, let Apple regain a bureau, but hard to hide the iPhone's lack of innovation, the next generation of products is still difficult to give great expectations in 2018 is expected to market share will soon catch up with Huawei.
Samsung in China, India suffered Waterloo, China's market share will drop to 1.2%
Samsung has lost its say in the handset market since NOTE7, especially in the Chinese market, although the release of S7 and S8, once the Samsung mobile phone market warmed up, but the scattered people's hearts are difficult to withdraw from the market according to the company Strategy According to a report released by Analytics, Samsung's share in China's handset market was 2% in Q3 2017 and its share in Q4 would further drop to 1.6%, while Samsung's market share in China will continue to fall in the next year , To about 1.2%.
On the other hand, Samsung, which had dominated the Indian handset market for many years, encountered a strong impact from China's mobile phone maker Xiaomi this year.According to the latest news from foreign media, research institutes recently disclosed relevant information on the third quarter of the smart phone market in India, indicating that Xiaomi and Samsung Electronics Is quite close, millet is very likely to become India's smart phone market in the future the first.Data shows that Samsung Electronics in the third quarter accounted for 22.8%, Xiaomi 22.3%, the two companies have only 0.5 percentage points gap .
Huawei leads the way: 2018 Estimated shipments will reach 170 million units
This year, the top five handset brands led by Huawei, Xiaomi, OPPO, vivo and Meizu further reflect that the five brands will also account for more than 80% of the domestic handset market and are expected to reach over 90% next year.
Huawei is still the leading brand of China-made handsets, with overall shipments expected to exceed 150 million units this year. The dual-brand strategy is particularly prominent, especially in the high-end market where Huawei's brand image has gained ground. Not only that, Living in the low-end market, in 2018, Huawei's shipments will continue to increase, will reach 170 million.
OPPO / vivo shipments steady rise: 2018 estimated shipments were 120 million and 100 million
OPPO, vivo shipments soared in 2016, this year by the environmental impact of limited growth, but compared to many companies or have a good performance.According to the supply chain is expected this year, OPPO shipments at 110 million, while vivo is also 90 million or so.
OPPO and vivo next year, aspect is still overseas, after the depth of the past few years in Southeast Asia layout, the two companies have initially been recognized by the local market, is expected to be re-released next year in. On the whole, is expected in 2018, OPPO and vivo Shipments will reach 120 million and 100 million respectively.
Millet will be the biggest counter-attack: 2018 estimated shipment of 120 million
This year's biggest surprise than the recovery of millet 2016 millet shipments of only 60 million units, once dropped out of the world's top 5. Fortunately, with this year's flagship low-end market red rice mobile phone and high-end market millet MIX2, two-pronged approach, millet The overall shipment this year is expected to reach 90 million units.It is expected that in 2018, with the further increase of the full-screen market, millet is expected to become the biggest counter-attacker with a projected shipment of 120 million units by 2018.
Meizu: Strategy to abandon 2017, full sprint 2018
Melancholy branded split Meizu this year, major internal adjustments, the breakdown of high school low-end products Line, high-end business unit personally led by Huang Zhang, Meizu no longer have new product release this year, began full sprint 2018, was a small and beautiful pioneer, Meizu worth the wait next year.
Gold steady rise: 2018 estimated shipment of 50 million
In the mobile phone industry, "Old Cannon", Jinli has been known for its steady growth.Golden's goal is very clear this year, extending from the high-end business crowd to the young people. In this year's double-camera and full-screen war are accurate grasp of the market opportunities, M7 and S10 market response is good, this year Jinli mobile phone shipments will be close to 40 million units, with the strategic adjustment next year in place, is expected in 2018 a chance to break 50 million units.
ZTE: 2018 domestic market share continued to decline, overseas dazzling
Mobile phone industry Whampoa Military Academy.Although CNURCO has become history, but ZTE strong R & D strength can not be underestimated, despite the slow growth of the domestic market, but more active overseas markets.Currently, ZTE handsets in the domestic market share of less than 8 %, But in the US market has reached 12%, ranked fourth.However, in the Chinese market, ZTE is almost no chance to stand up again, is expected next year, market share will continue to decline.
Lenovo MOTO, overseas market recovery
Lenovo mobile phone brand this year will be divided into the MOTO, 'Lenovo' mobile phone brand officially ended.However, although the sluggish growth in the domestic market, but MOTO overseas market should not be overlooked, Mexico ranked first in the market share in Brazil second; and India and other markets in Southeast Asia and South America have a higher market share, wall wall incense development, signs of recovery next year.
Second, ODM industry pattern differentiation
As China's mobile phone brand smartphone shipments in 2017 will be further concentrated, mobile ODM industry pattern will usher in further differentiation.
For the first few major brands, OPPO, vivo and Jinli all started their research, while the orders for Huawei, Xiaomi, Lenovo and Meizu outsourced projects have become the guarantee for shipments and profits of handset ODMs. However, due to the large volume of single-item shipments And for the ODM company threshold demanding, only Wen Tai, Hua Qin, and Germany and the Dragon flag and a few other companies can participate in, competition for large client projects will further accelerate the ODM industry reshuffle. For small and medium ODM companies , Due to unwarranted shipments and low profits, we must seek differentiated competition, market space gradually reduced, the future there will be a lot of ODM companies have to quit the competition.
In 2016, the domestic handset ODM shipment rankings showed that Wenteng topped the list with the shipment of 65,500,000 units, once again won the first throne. With 60,100 sets of units, Huaqin ranked the second with Dehe Longqi respectively 25.4 million and 24.5 million units.
And this year, with the further concentration of the brand, purely manufacturing enterprises have fallen behind the pace of development, but the value of platform-based enterprises further highlights, resulting in ODM's industrial structure will be further differentiation.Mobile phone brand maker Matthew The effect will further affect the ODM. The resources are getting more concentrated, the stronger the stronger, the bigger the bigger.
Wen Tai Technology is expected to dominate
With this year, Yin shares officially changed its name to Wen-tai technology, the first handset ODM was born at the same time, Wen-tai technology in this year also handed over a beautiful answer sheet.In the first three quarters, WenTai technology revenue 12.559 billion Yuan, an increase of 47.87%; net profit of 282 million yuan, an increase of 743.6%. At the same time since renaming, the stock rose 47%, the continued profitability of the future is widely optimistic.
In the field of mobile phone ODM, Wentech has become a veritable leading enterprise and has won the top of shipments for many years in succession. The clients include Huawei, Glory, Xiaomi, Lenovo, MOTO, Meizu, Asustek, 360, Skyworth, Stormwind, China Mobile And other major global brands to establish and maintain a deep relationship of cooperation in this year's mobile phone ODM overall poor environment, the situation contrarian shipments is expected this year shipments will reach 80 million, once again surpassing Husqin's 70 million , And gradually opened up with Hutchison and other ODM manufacturers the distance between.
On the eve of the arrival of 5G, Wentech has established deep cooperation with Qualcomm and China Mobile, and with the cooperation of Qualcomm and China Mobile, Wentech is expected to be the first ODM to enjoy the 5G market dividend.
It is worth mentioning that, the last year, Tyco Technology and Qualcomm reached a strategic cooperation, the value of its platform type further .In addition to cell phone ODM, Tyco Technology into VR, car networking / automotive electronics and notebook computers, is expected to become the future of the new It is reported that Wen Tai Technology has been with the storm, Skyworth, charm, Paul miles and other customers to launch VR one machine, 360 ° panoramic camera and VR mobile phones and other VR products; Dongfeng, Kai Rui and other auto companies T-BOX car Machine products have already begun shipping; and Qualcomm jointly developed the first Qualcomm platform chip notebook will also be available by the end of this year; the future will also launch intelligent electric vehicle embedded vehicle computing unit (core board), into the smart electric vehicle industry chain.
ODM manufacturers further differentiation
In addition to Wen Tai, the rest of the ODM vendors in addition to the scale, there is no significant difference.
In terms of scale, Hutchison and Wentek Technology are relatively close and the overall volume is relatively large. At present, the advantages in terms of customer base, shipments, costs and supply chain management are obvious. The major customers are Huawei, Xiaomi, Lenovo, Meizu and TCL Other customers have cooperation, but relatively complex platform Huaqin, intel, Qualcomm, MTK, Spreadtrum and other platforms, the overall layout of the screen and 5G relatively slow speed.In addition, the largest mobile phone and tablet business research and development in Shanghai, Xi'an , Shenzhen, Dongguan R & D-related staff close to 3,000 people, R & D costs are relatively high.
Shipments with Demart machines are mainly focused on the Meizu project, and the first Moto C Series project with Lenovo will be mass-produced in March 2017. Due to the recovery of the resurgence outsourcing project, the shipment to ZTE will be reduced. Participate in Huawei smart machine project, but due to the transfer of the Xiaomi Red Note series project to Huaqin, the overall shipment risk is declining.
This year, the key components of supply or supply tension control and supply chain will be the biggest challenge ODM, the adjustment of overseas market policies in India will force ODM's business model to be adjusted in 2018 mobile phone ODM industry will further shuffle the process Accelerate, or will further affect the gap between the top five mobile ODM continues to widen.
Third, the new technology highlights
Full screen: penetration rate next year will be more than 50%
Although this year into a full screen battle, but the full screen is not a standardized concept for now, the full screen in the industry standard is: screen size increased from 16: 9 to 18: 9, the other screen to reach the proportion 82% .At present, the full screen mobile phone on the market is millet MIX / MIX2, Samsung S8 / S8 +, iPhoneX, Sharp S2, vivo X20, Jin M7, Huawei Mate10 Pro, recently OPPO R11S also joined the full screen combat battalion, The top four domestic mobile phone brands launched a full screen mobile phone.
However, from the product price point of view, the full-screen mobile phone price spans larger, ranging from 2999 yuan to 8388 yuan, and Samsung, iPhone and the domestic 'Wal-Mart' only in flagship products or special models to use, The greater the proportion of screen its cost means higher.
In addition, from a technical point of view, the full screen also belongs to the market scarce resources.Because of the larger screen ratio, the full screen not only requires special-shaped design but also with the CNC or laser panel-shaped cutting, and the larger the screen, which The smaller the alignment space, but also increased the difficulty of the design.Now we can provide a full screen LCD module manufacturers have together Thai, Royal View Optoelectronics, Wuhu Changxin and other manufacturers, but the limited capacity, currently only reached 100K the following small quantities In addition, a larger screen will also put other parts of the new requirements, but also need more camera, fingerprint recognition, handset, antenna and equipment factory collaboration, for brand manufacturers and ODM manufacturers Test their ability to integrate upstream and downstream resources.
According to the forecast by the professional agencies, the overall screen penetration in the smartphone market in 2017 will be only 6%, to 50% in 2018 and to 93% in 2021.
Dual photo: technical route gradually unified, will be in the high-end market to the low-end transfer
After experiencing a year of technology climbing in 2016, the current dual-camera technology has been in a stage of technological stability.
According to the data, in 2016, the global mobile phone makers with double-camera sales reached 75 million units, with a penetration rate of around 5%. Among them, about 45 million were shipped by major international clients, setting off a wave of dual cameras and driving more mobile phone brands Follow-up. In 2017, the number of dual-camera handsets will reach 242 million units, up 223% over the same period of last year, of which 135 million are for international customers and over 100 million for Android models with a penetration rate of 15%. Huawei, , Millet and other domestic mobile phones will become the main driving force.
(Source: China Industry Information Network)
Currently there are a variety of dual-camera technology line, and the product is in the early stages of import, the yield is still low, the total substrate yield of only about 40%, a total yield of only 70% of stent products; and the current application of more , Including fill light, bokeh, 3D modeling, etc., need to match different software solutions, the production process is more complex, with the unification of technology and application of a clear direction, is expected to double explosive will show explosive growth, penetration And the size of the market will rapidly increase, will continue to replace the single camera into the mainstream market.
It is estimated that starting from 2018, the technology of dual-camera market will become mature and will become the standard function of mid- to high-end models and will gradually be transferred from the mid-to-high-end market to the low-end market.
Face ID / 3D Face Recognition: limited cost is too high, it is difficult to large-scale popularization, some flagship model of Android in 2018 will be used
IPhoneX this year with Face ID - 3D face recognition feature for the entire industry and one tremble.
Face ID is powered by a small, non-screen-covered area on the top of the iPhone X. This small area integrates up to eight components, except microphones, speakers, front-facing cameras, ambient light sensors, proximity sensors, etc. We are familiar with the part, but also integrated infrared lens, flood sensor (Flood illuminator), dot matrix projector.
Apple calls the entire system TrueDepth Camera System, and the entire system can be used for Face ID face recognition, as well as extended self-porting, animated facial expressions, and an overlay of AR effects.
Apple acquired PrimeSense for Israel at about $ 300 million in 2013. PrimeSense is arguably the most powerful 3D sensing technology company of the time, providing sensors and middleware that allow the device to perceive the surrounding three-dimensional environment, Interaction. The company claims to have the world's smallest 3D-sensing chip, can be used in mobile phones, TVs, tablets, robots and other devices.
Currently, there are three mainstream technology solutions in the field of depth perception: time of flight (TOF), structured light, binocular vision PrimeSense uses a structured light scheme, no doubt, an improved version of the scheme Apple also uses.
It is reported that at present a lot of module factory in the country are being tested for the next 3D vision in Andrews mobile phone application preparation.Currently, iPhoneX 3D vision initially successful next year, Andrews flagship machine must be on, or be opened Too big gap.
Now everyone is waiting for Qualcomm's 3D solution to mature. Qualcomm's solution has been developed since 2016. Qualcomm is responsible for algorithms and system solutions, while Wonderful is responsible for the core optical components. At present, the main problem is that the solution is not yet mature enough, Modality is not enough, after all, Qualcomm's research and development time is short, the best algorithm company PS was acquired by Apple in 13 years, and Apple took three years to develop and achieve commercial.
The industry expects Qualcomm's 3D vision solution to start commercial as soon as early 2018, so some models will come out in the first half of 2018. However, due to the high cost of the 3D vision module, which is around $ 20, it is hard to be mass-market.
Body: 2018 metal body is still the mainstream, rising glass, ceramic limited
Prior to 2012, including the previous era of the functional machine, the main body of the mobile phone was mainly made of plastic material. Although various other designs such as metal and glass appeared during the period, plastic always dominated. In recent years, At present, the penetration rate of metal casing is close to 50%, which has become the leading design scheme in the industry.
However, with the era of 5G gradually approaching, according to the schedule, it is estimated that smartphones with 5G function will be available gradually in 2019-20, while the 5G signal will be shorter and denser, and the metal back cover will continue to be segmented Form, will be more ugly and difficult to achieve, while wireless charging and other new features is expected to gradually landing, the metal shield signal shielding the disadvantage will be expanding, non-metallic chassis design can effectively solve the problem of signal transmission, will further accelerate the phone case To the metal trend.
At present, Samsung, iPhone has introduced a glass body products, and domestic brands millet, Huawei not only introduced the glass body, in the more high-end products also uses a ceramic body.
However, it should be noted that, due to the limited process of ceramic materials, it is difficult to form a large-scale application at present, while the glass cost is high, which is easily contaminated with fingerprints and difficult to clean.
In addition, the overall price of 3D glass is still high, about 70 yuan per piece about the equivalent of 2.5D glass 3 times.Although the glass has been tempered, the border raised, but the probability of speaking, the glass phone It is still unforgettable; Moreover, cell phones exposed to the air all day long, it is difficult to completely block the small sand, over time, it is easy to be spent grinding.
Although some handset brands have introduced glass body products in 2017, the metal body will still be the mainstream of the market due to the mature technology and material advantages by 2018. The glass material is expected to be used in some high-end products and will slowly rise. Ceramics There is limited upside.
260 million Xi'an project shutdown for nearly a year Cool word does not claim less than the letter Phi standard;
Daily Economic Journalist Li Qi Rui intern reporter sand a Zhou internship editor Ren Zhini
Recently, the Coolpad Group Xi'an Research and Development Center was exposed as a "layoffs", and its investment in Xi'an Information Harbor project has been suspended for a long time.
According to a field survey conducted by the Daily Economic News reporter, the Xi'an Information Port Phase I project occupying an area of 131 mu has been suspended for nearly a year. According to the project disclosure plan, the project volume is 1 # comprehensive building and 7 workshops. However, Completion of the main building of comprehensive building in 2016, the factory building has not yet opened, it has landed so far.
In the case of the above project, a staff member of Coolpad Group's Brand Department said that the above project was suspended and relocated, and the Company has already found a contractor for cooperation and will carry out a series of follow-up development through cooperation and contracting. Project out of the question, it means that the coolie to give up the market in Xi'an? The other side said, 'Xi'an business we are continuing to do.' As for the future of Xi'an business in which business, the other said it is uncertain.
Mu information port project suspended for a long time
Xi'an Railway South line south, north of Jiaohe, Xikao Road, Xi'an has been along the Nankai, will be able to find the location of Cool Xi'an Information Port project, from the outside of the project, we can only see about a dozen of glass appearance The building is enclosed.
Into the entrance to the project, only a gatekeeper staff, surrounded by weeds crowded field, it seems desolate for a long time, engineering planning publicity card into the soil has not seen the original look, more than 10 layers of glass Appearance of the building door is close to the seal, shown January 18, 2017 closure.
The construction of the entrance sign says 'Xi'an Information Port Project Phase', not far from the project enclosure, is the project contractor China Construction Eighth Engineering Bureau Co., Ltd. (hereinafter referred to as the construction of the eight innings) The temporary project department, also abandoned a long time.
'(Project is) Cool and signed contracts signed by the construction of the eight innings, first cover comprehensive building, but then no money for the cool, to (China Construction) eight innings did not end the construction section.' Gatekeeper staff told 'every Day economic news "reporter, which is employed by the eight in the construction of the project is responsible for the gatekeeper after the shutdown.
Press inquiries found that the first phase of Xi'an Port of Information for Cool following Xi'an R & D center in Xi'an, the second investment project, the project can be achieved after the annual output of 6 million 3G smart phone production capacity.
According to the project's environmental impact assessment public notice in Xi'an Environmental Protection Bureau, the project (formerly Xi'an Coolpad Yulong Industrial Park Phase I) covers an area of 131.187 mu with a total investment of 600 million yuan and a total construction area of 184.4 thousand square meters. The project includes 1 # Floor, 2 #, 3 #, 4 #, 5 #, 6 #, 7 #, 8 # seven factories and the new underground garage first floor.
According to the official website of Xi'an High-tech Zone, No. 6 Plant was built on behalf of a high-tech affiliated company under Xi'an High-tech Zone Management Committee.
However, according to a field survey conducted by the reporter, only 1 # comprehensive building has been built in the above project and the plant project has not been started yet.
Company announcement did not make any disclosure
According to the contract for the construction project signed by Xi'an Coolpad Communication Equipment Co., Ltd. and China State Construction Eighth Construction Bureau, the first-phase Xi'an Xi'an Information Port Project is a 15-storey building with a height of 68.1 meters and a total contract value of RMB 73,969,500.
The complex was closed from January 18 to January 18, 2017. However, the reporters of Daily Economic News checked all the announcements made by Coolpad from 2007 to November 19, 2017 and found that the above Xi'an project Investment, construction, to stop work now, Cool Group did not make any public disclosure of project information.
For the two companies in Xi'an, Coolpad Group, a subsidiary of the annual report each column is slightly mentioned, the information is limited to registered capital and 100% owned by listed companies, in addition, only mentioned in 2013 and 2014 in Xi'an Kuwait Software Technology Co., Ltd. was recognized as a software company, so enjoy the tax relief rate; 2015 referred to as high-tech enterprises, the income tax rate of 15%.
However, the contents of the project related to Shenzhen Coolpad, Coolpad Group will be announced in detail on October 17 this year, Coolpad Group announced that its subsidiaries involved in the development of Cool City Information City port renewal phase one, two, three now , The first phase of the project has been built to the ground ten, is currently downtime; the second phase of the project for urban renewal, has not yet been removed; the third phase of the project is open space.
Article 67 of the Securities Law clearly stipulates that, in the event of a major event that may have a significant impact on the price of shares traded by a listed company, the listed company shall promptly report to the State Council's securities regulatory authority Regulatory agencies and stock exchanges to submit interim reports, and to announce the cause of the incident, the current status and possible legal consequences.
In response, Yang Zhaoquan, director of Wynn LLP, said: "The $ 600 million project is a major investment for any company. If it has been suspended, it will have a significant impact on the company's financial position and future profitability. In the major issues, must be promptly and fully disclosed.Otherwise, belong to the information disclosure violation, is prohibited by the securities law false representation illegal activities.
Why Cool Group did not make any disclosure of Xi'an Harbor project? November 18, Cool Group brand a staff member told the "Daily Economic News" reporter said the above Xi'an project did not meet the company's announcement of the standard, 'we do not We may announce everything, and only when we reach a certain level has certain value, we will make a public announcement, and we all follow the standards of securities companies.
The company said the project will be followed up
Today, the first phase of the construction project of the Xi'an Information Harbor Cool Station is quietly covered with seals. According to the completion report of the project, the comprehensive building project was opened in November 2014 and completed as early as March 2016.
In the year of completion in November, China Construction Eighth Council has sent to Xi'an Coolpad Communications Equipment Co., Ltd. (hereinafter referred to as Coolpad Equipment) project completion acceptance request, urge Coolpad equipment company completed the acceptance as soon as possible.However, a built eight innings Staff told the "Daily Economic News" reporter, the current Cool has not been completed acceptance.
'They still owe us part of the project money is not paid in place now what they mean is waiting for them to turn around after the cash flow to pay us the project money and the completion of settlement, so now are parked, are waiting.' The above said, It is still unknown whether the follow-up of the information port project will be carried out and when.
However, the Coolpad Group's Brand Department staff responded that the above project is not a non-fatal event but a shutdown due to the emergence of a "nail shop", and our company can not force the demolition, so we need to find the government to help coordinate. We are talking to the government Communication and infrastructure colleagues are also cooperating fully with the government to promote this project and now they have found contracted contractors and we will carry out a series of follow-up development through cooperation and construction.
As for when the above projects are resumed, the other side said: 'We have some financial problems this year due to the impact of music and entertainment. Under the limited cash flow, we need to invest money first into the business sector and we must first survive. We can consider the next expansion of infrastructures. After the completion of mobile phones, the estimated infrastructure will soon be back on track.
In 2007 and 2013, Coolpad set up two subsidiaries in Xi'an: Xi'an Coolpad Software Technology Co., Ltd., which is Coolpad Xi'an R & D Center, is mainly responsible for providing mobile phone product design and software development; Coolpad device company, which is mainly responsible for the construction of Xi'an Information Port One Term project.
Cool Xi'an Research Center exposed the "layoffs", the information port project has been suspended for nearly a year, which means that Cool will quit Xi'an business? The staff said, 'Xi'an business we are continuing to do.' But because the company Transformation, so it is still not clear what business Xi'an will undertake.
3. Music as the focus of the disease? Comments: Whether the alleged fraud IPO Department the biggest doubt;
Music as the disease is much more serious than the funding chain problem.
The music crisis not only let the institutions and ordinary investors in a quagmire, but also involved in the internal staff.
According to the media reported on November 20, LeTV and other new music companies as the core staff was informed that the hands of all the shares' cleared ', which makes the original music as the core of high-level, general staff in the hands of the equity agreement into a' Waste paper 'employee rights granted but also dating back two years ago, when Jiayue Ting Le total music company has announced that all employees, to take out Le total 50% of the original total share capital for employee incentives; but with the beginning of this year Rong The stationing of a record, the sale of the holding platform, promised nature is difficult to deliver.
Just a few days ago, Rongchuang had just provided 1.79 billion borrowings and 3 billion loan guarantees to Sinolight. Sun Hongbin once again used real money to save the land, and collectively raised funds (15.330, 0.00, 0.00% ) Before and after the valuation of the foot.November 15 - 18, a number of funds once again announced the downgrade Music Video stock valuation, adjusted price of 3.92 yuan / share or 3.91 yuan / share.
In accordance with the current stock price, if the music video if the resumption of trading or to experience more than 10 consecutive limit.As a result, almost all of the shares pledged Jiayue Ting shares risk exposure, as the second largest shareholder of Music Watch Sun Hongbin 15 billion will shrink hundreds In the face of nowadays bound with their own music Watch, Rongchuang certainly need self-help.
However, financial innovation at the beginning of the investment Ye Hao, the recent boring worth mentioning, really help music out of the quagmire it? In other words, music as the current issue of funding problems?
At the beginning of the year, when Sun Hongbin was enrolled in the music video, he said that '15 billion yuan is not a small investment, but it is not a problem for the cash flow at the stage of financial integration.' However, with Jia Youting continuing to make dreams in the United States, Also changed with only opened 15 minutes in the semi-annual general meeting of shareholders, the venue is the general meeting of shareholders, the debt collection conference is off the court.Sun Hongbin said 'there really is a lot of difficulties, what are the difficulties I do not know' Half a loss of 6 billion, some people ask a little loss then, I do not know.
For today's music crisis, if you can rely on the 'money' can be solved, it is so naive in late August, Music's shares were pledged again, but this time the protagonist is not Jiayue Ting, but 'not bad money' financial innovation China In this light, Sunac borrowed 1.79 billion dollars in music and music videos, which is more likely to be a drop in the bucket for LeTV.LeTV's disease is far more serious than the funding chain.
The biggest doubt is whether LeTV is suspected of IPO fraud.LeTV started as the listing of the GEM in 2010, had been questioned by the public.Although, Jia YuntingIn foreign media interviews on the music video suspected IPO fraud to be denied, but after all, can not be by themselves Having said that, need detailed investigation by regulators to have a definite conclusion.According to the relevant provisions, once the music Watch in the prospectus false statements were identified, the IPO constitutes a major offense, LeTV also will face the risk of forced delisting .
The second question is whether LeTV is involved in related party transactions: LeTV's top five customers for sales in 2016 are both LeTV associates, and Jia Youting said: "The cooperation between LeTV and unlisted companies is a business necessity and not a Related transactions. "However, it is undeniable that in the audit report of LeTV, the accounting firm reminded investors of the above problems by emphasizing matters in paragraph. In May of this year, the Shenzhen Stock Exchange again issued an inquiry letter on the 2016 annual report of LeTV, Requires LeTV net receivables, prepayments and related party transactions and other 16 issues detailed disclosure.
Indeed, music Watch is one of the top ten heavyweights in the GEM, but also the banner of the A-share market, a new economic company.Looking at the negative news, LeTV not only allows investors who hold shares to suffer, but also allows the GEM or even A-share market is in doubt, for such a pivotal company, everyone wants it back on track as soon as possible.But in the IPO is suspected of fraud, related transactions and other issues have a clear view, the funds are not estimated to rush into the rash, and its assets The restructuring is difficult to make substantial progress in the absence of substantial positive circumstances, the new music is also difficult to rush to resume trading.
4. Apple 'awakening' 3D perception module market Cautious incoming domestic mobile phone;
Li Na
With the gradual penetration of AI technology in mobile phones, the 'era of brush face' is getting closer and closer.
After Apple released iPhoneX, which integrates FaceID face recognition technology, the demand for 3D-sensing technology by Android smartphone suppliers showed a blowout.
'The Market Coming of 3D Perceiving Module for Mobile Terminal Market CAGR of 209% in the next three years is expected to grow from 1.5 billion U.S. dollars this year to 14 billion U.S. dollars by 2020.' Analyzed by the Research Institute of Taito Industry in Taiwan Cai Zhuo Shao Cai told reporters on the first financial reporter, following the iPhone equipped with 3D perception, including Samsung, Huawei and other brands are also equipped with 3D sensing module to demonstrate a high degree of desire, and many domestic mobile phones are also waiting for the Qualcomm and other manufacturers mature program .
Earlier, Huawei Consumer BG Yu Chengdong has confirmed to reporters that 'get' a face recognition technology, although OPPO and millet officials did not make a clear response, but the odd spectacle recently announced 2017 third quarter revenue report can be seen The SLiMTM solution, which was launched with Qualcomm, will complete volume production and shipment preparation by the end of the first quarter of next year with an initial production capacity of 2 million units per month, which is currently working closely with a handful of the leading smart phone makers , The goal is to launch 3D-sensing smartphones in the first half of 2018. From the relationship with Qualcomm, it is likely that the partners of the wonders are Xiaomi and OPPO.
Wen-tai Technology Chairman Deng Anming also confirmed to the first financial reporter, in 2018 Wen Tai has been part of the mid-range models planned face recognition, and has begun to contact multiple suppliers for 3D camera module test. Thai is the largest handset ODM manufacturer in China, providing design and manufacturing services to handset brands such as Xiaomi, Huawei and Lenovo.
3D perception module market blowout
Rio Tinto analyst Cho Choi Shao pointed out that by the end of the new iPhone market driven by 2017 mobile terminal 3D sensing module market output will significantly increase 703% compared with 2016. It is estimated that by 2019, with the development of other applications of 3D perception Mature, mobile terminal manufacturers will accelerate in the main product equipped with 3D-aware components, when the market will usher in another wave of growth.
"From the global 3D perception of the layout of the manufacturers point of view, in addition to Intel's RealSense, Google's Tango, but also including Qualcomm and Wonder Optoelectronics and Infineon jointly pmd 'CIS (image sensor) company' portfolio, All 3D perception manufacturers want to take a slice of it. "Charlene Choi told reporters that it also led to AMS, Heptagon, Lumentum and other spare parts supply chain components.
In the terminal, handset manufacturers on the 3D-sensing module 'test' has also started Deng Anming told reporters that many domestic module factory are in the test for the next 3D vision in Android phone application preparation, the current Look, iPhoneX 3D vision first success, Andrews flagship machine next year must also be on, otherwise the distance will be opened again.
He introduced to reporters that FaceID's implementation relied on a small area of the top of the iPhoneX that was not covered by the screen. This small area integrates up to eight components, including microphones, speakers, front-facing cameras, ambient light sensors, Distance sensors, infrared lenses, Floodilluminators, dot matrix projectors, etc. "At present, it is very difficult to popularize because of the high cost of the 3D visual module at about 20 dollars." Deng Anming told reporters In addition to cost, the main problem is not enough mature programs, recognition rate and 3D modeling ability is not enough, it takes time to detect.
Huawei OPPO and other cautious
'Now everyone is waiting for Qualcomm's 3D program to mature. Qualcomm's program from the beginning of development in 2016, Qualcomm is responsible for algorithms and system solutions, the wonders of the core optical components.' Deng Anming told reporters that the industry is expected to Qualcomm 3D vision solutions fastest Will begin commercial in early 2018, so there will be some models in the first half of 2018, at present, in addition to face unlock, we also look forward to the payment function.
However, in the opinion of Cai Zhuo Shao, whether the market can really continue the outbreak also need to see the attitude of other Android manufacturers. 'How the future of manufacturers to provide more low-cost and diverse 3D-sensing applications will affect the overall outbreak of the market speed, which is also Will depend on the future development of third-party applications as well as the cost-effective 3D sensing module. "
To OPPO, for example, although actively in contact with the industrial chain, but for the 3D perception technology, still cautious.
OPPO official in response to the First Financial mentioned in the current (3D perception) development of the industry chain maturity is not high.Face recognition technology has two important links: the key device + AI algorithm.In fact, At present, the AI algorithm is harder to obtain or master than the key components, the AI algorithm is a process from scratch, and more components are needed to solve the problem of production capacity.
Yu Chengdong directly in Mate10 conference said the current fingerprint portability has been very good, for all manufacturers, the application of artificial intelligence can not only marketing gimmicks, but at the basic level as well as the technical level, as well as AI Application level brings a good experience, such as the chip Kirin 970 in the algorithm to explore the chip has been in the Huawei Mate10 and V10 glory on the business, in addition to technology covers face recognition, as well as noise recognition and voice assistants and other functions.
'For face recognition technology Huawei has been developed but not commercially available, considering the value is not obvious.' Yu Chengdong told reporters. First Financial Daily
5. "Financial Times": China's mobile phone super-Samsung dominate the African market;
According to the Financial Times, November 20, the robust design and low prices helped China's Transsion Holdings overtake Samsung this year to become Africa's largest-selling smartphone company, and is now in India.
According to IDC, a technology research group, the Shenzhen-based company, best known for its Itel brand, sells more than 50 million handsets in Africa in the first half of this year, primarily as feature phone models with physical keyboards, consolidating its position as Africa The country's largest mobile phone maker, and includes 11 million smartphones to surpass Korean competitors.
According to IDC, following the fourth-largest number of handsets sold worldwide by Samsung, Apple and Huawei in China, despite the fact that low prices means that by sales it is only the first 13 major mobile phone manufacturers.
According to Counterpoint Research, a consultancy, Countertel Research's Tarun Pathak, an analyst with Counterpoint Research, has also taken an 8% share of the Indian handset market since its launch in 2016. According to Counterpoint Research, This success benefits from low prices and distribution.
Acoustic takes an unusual road to establishing a sales network in sub-Saharan Africa and is working hard to adapt low-cost handsets to local tastes, for example, its handset has multiple SIM card slots and the camera software is optimized to more Good to capture darker skin tones while speakers have enhanced bass.
Zhu Zhajiang, founder and chief executive, said sales in Africa are expected to reach 100 million units this year, helping the company realize more than $ 200 billion in revenue. "I'm not targeting the highest paying consumers who will buy Apple or Samsung products, Added.
According to Zhu Zhaogang, this year the company will export 120 million handsets to become China's largest handset exporter in terms of export volume. Although its profit margin is low due to the lower selling price (sometimes only 10 US dollars) of acoustic handsets, For competitors, 'We are bigger in number than Huawei, although they are bigger in value,' he said.
According to IDC, about 216 million handsets were sold in Africa last year, 57% of which were feature phones.
According to IDC analyst Simon Baker, the success of voice over is based on its ability to "compete with key competitors' key handsets at a more attractive price." The company has also built a platform that ensures that its handsets are widely distributed And reputation for providing marketing support. '
In Africa, he said, the brand names that accentuates include Itel (formerly a feature phone brand and still the company's best-selling brand) and Tecno and Infinix, the more expensive and top-selling smartphone brands, , Acoustic phone usually retail price of about 100 US dollars.
The group is now targeting the South Asian market. "We are going out of Africa into other emerging markets," said Zhu Zhaogang. "Our future focus will be on North Africa, India and the Middle East."
He added that selling millions of handsets in India will help to make a telephony sales of about 20% of handsets outside of Africa this year, IDC said in the fourth quarter of 2016, the brand ranks second in the Indian handset market.
6. US Department of Justice plans to prevent AT & T from acquiring Time Warner
SAN FRANCISCO, Nov. 21 (Bloomberg) - The U.S. Department of Justice expressed concerns over AT & T's acquisition of Time Warner Inc .. The New York Times reported that the U.S. Department of Justice said if AT & T wanted to reach a deal with Time Warner Inc. of 85.4 billion U.S. dollars The takeover deal requires the sale of Turner Broadcasting, a subsidiary of Time Warner, a media group with CNN.
The New York Times report was followed by much controversy, but not completely denied, but now, according to Reuters, the Justice Department plans to sue AT & T to prevent its acquisition of Time Warner.
According to the Department of Justice, the transaction between AT & T and Time Warner could be a "major antitrust case." Up until now, the Department of Justice has not released any official indictments, though both the Reuters and Bloomberg allege that the Justice Department intervened Times trading.
Incidentally, US President Trump once repeatedly publicly criticized CNN on Twitter as a fake news media. He could not help but question CNN's "hostility." However, he denied having made any comment on the acquisition However, last year's campaign for the presidency, Trump had publicly expressed his view of the acquisition, he said: 'AT & T to buy Time Warner, but also its CNN, if I am in power, I was never It will not be approved because it will over-concentration AT & T's power and it will be in power in both areas. '