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1. Pass LG G7 button under the screen, as early as the Samsung S9 CES debut;
Set micro-news, broke the news of Evan Blass (@ evleaks) had previously indicated that the Samsung annual flagship Galaxy S9 series, will be pre-CES 2018. However, not only that, according to foreign media reports, LG also plans to CES ahead of schedule G7, but according to the existing news, the new machine is very bright spot.
Business Korea pointed out that not only the Samsung Galaxy S9 series will be unveiled, but also the LG G7 will compete in the same field, making the show even more lively and more interesting.
As for the LG G7, foreign media pointed out that the same will be Samsung Galaxy S9 series, equipped with the latest Snapdragon 845 processor from Qualcomm, while the OLED screen is also quite a study of LG, is also said to have been done under the "fingerprinting" technology. The technology reportedly Samsung can not be achieved in the Galaxy S9, and through the previously exposed spy photos, you can still see the Samsung Galaxy S9 fingerprint recognition module placed in the rear of the body of the photo, so if the LG can get ahead of Samsung, the G7 The realization of screen fingerprinting technology, not only will make Samsung embarrassed, but also will be a major topic in the industry.
At the end of June this year, vivo took the lead in demonstrating the under-screen fingerprinting technology in Shanghai MWC, which became a topic at the moment.However, as of now, vivo has not applied this technology to the mass production of products.In other words, although LG G7 may be used under the screen fingerprint verification technology, published time behind vivo, G7 may still be the first screen with fingerprint technology, and mass production of smart phones, showing the power come from behind.
However, it is not difficult for LG to develop new technologies.How to establish the market competitiveness of LG mobile phones in marketing strategies, physical store sales layout, and brand image may be more crucial and more to be overcome problem.
2.Counterpoint: 2017 Q3, plus 5 to become India's best-selling high-end smart phones;
According to the latest market monitoring service research, in the third quarter of 2017, the domestic model OnePlus 5 (one plus five) performed strongly and broke through the multiple lines of defense such as Apple's Samsung to become the best-selling high-end smart quarter in the quarter Phone model.
Commenting on the survey results, counterpoint research analyst Karn Chauhan said that only Apple, Samsung and OnePlus occupy 98% of the market share of the high-end market. The domestic brand OnePlus as a new member of this market seizes well The opportunity to break Apple and Samsung dual monopoly, split the piece of cake.And only a quarter of time, surpassing the market leader Samsung, becoming the second in the high-end smart phone market, ranking second only to Apple.
Figure: Q3 2017 Q3 Smartphone High-End Market Share in India
Analyst Karn Chauhan added that the success of the premium segment is key to the halo effect of the brand, with smartphones such as India using a large country with 350 million smartphone users starting to replace their third and fourth generations of handsets and demand from the original From the lower end to the high end, like the one-of-a-kind domestic OnePlus 5 model, which can attract more mid-range users than its competitors, Apple and Samsung, by nearly 50%.
As shown in the figure below, the domestic brand OnePlus 5 accounted for 32% market share in the third quarter of 2017, which is more than double the market share of the iPhone7 and Samsung S8plus models.
3 Apple Samsung mobile phone with the rise of China's rise, is triggering a global mobile phone supply chain shift;
Set micro-grid / text) Since 2017, China's IC market has seen a wave of bull market under the unfavorable environment of China's stock market, the most representative of which is the mobile phone industry chain Sentiment stocks, including BOE, Ophelia, BYD, Sunny Optical and other share prices have achieved doubled prices, while the top technology has also become the leading global fingerprint chip, and won the national team 'big fund' shares.
If you look behind the deeper reasons, the essence is still in Apple, Samsung's sluggish growth, or even a significant decline in the important Chinese market, and "Huawei meters OV 'represented by the strong rise of domestic mobile phone manufacturers in sharp contrast also triggered the global Mobile phone supply chain, mobile phone supply chain manufacturers in China's large migration, a big shift in the prelude.
Apple supply chain myths fade, 'apple concept' is a double-edged sword
The vast majority of supply chain companies have been proud to be able to enter the Apple. But how many people know that catch the ship of Apple, the fate of the company will be bound, behind the hidden crisis .Now, strongly rely on Apple supply chain manufacturers are ushering in anxiety.
This year in September, Apple released iPhone8 / 8 plus, iPhone X three new smartphones, but these three new products make Apple and its supply chain into an embarrassing situation.Since this year, iPhone market share was once Samsung and Huawei Has catched up, although in the fourth quarter with iPhoneX sales back to runner-up, but the weakness of the successor to fill the gap.
In the meantime, the iPhone 8 series defeated the left and right hands with the tenth anniversary edition of iPhone X. The iPhone 8 bought a weak response directly to its supply chain.
In late October, the news came from Taiwan's supply chain, which was not as good as expected due to the sales of iPhone 8. Apple placed orders for iPhone8 / 8 plus up to 50% in November and December in its supply chain. In mid-November, Chain said that after the cut single Apple once again notify the relevant suppliers to reduce iPhone8 / 8 plus parts offer 10% to 15%, and requires the assembly plant and Shuo, Wistron and other self-absorption costs first.
In this round of chopping a single, after the price adjustment turmoil, the assembly plant bear the brunt, quite injured.November 9, He Shuo at the French said the meeting announced Q3 performance, although the season increased by 40.1%, an annual increase of 6.5%, but the hair Interest rate was only 3.4%, setting a record low for the single season, and Shuo bluntly: 'This year the overall more hard.' It is reported that Apple is the largest and largest single customer, contribution and large 60% revenue this year for the Apple Foundry iPhone8 , This 'more difficult' is probably related to the iPhone 8.
Vendors who have always benefited from the big sale of Apple products have also experienced the pain of poor product sales. Being an Apple supplier is not exactly equal to profit or loss.
In the much-favored iPhone X body, and then further exposed the Apple supply chain's own weaknesses.
In the dismantling report for iPhone X, well-known organization IHS Markit pointed out that iPhone X is by far the most expensive smart phone by Apple. The cost of AMOLED screen is 110 US dollars. It is the most expensive for all components and far more expensive than the price offered by Samsung internal companies. Because Samsung occupies 99% of the world's small OLED screen market share, so the iPhone X AMOLED screen is exclusively supplied by Samsung, IHS Markit think Apple in order to obtain OLED screen apparently paid a premium to rival Samsung.
In addition, iPhone X also suffered a serious capacity bottleneck in the production process and became the most difficult-to-produce smartphone in the history of Apple. The main reason for its hardship lies in two important components of its Face ID, Romeo, Juliet and Samsung OLED screen, resulting in iPhone X postponed to November listing.
iPhone X production capacity, the same make the assembly plant Foxconn affected.Fuji 14, Foxconn parent company Hon Hai, Taiwan released this year's Q3 earnings report, which is apparently not a pretty report card - by iPhoneX related components supply Drag the chain adverse factors, Hon Hai this year Q3 net profit of NT 21 billion yuan, down 39%, far less than the market expected.
In the top 25 list of global supply chain of well-known consulting firm Gartner, Apple has occupied the top position for 8 consecutive years. Fox, former chief executive of Fox Supply Chain, publicly acknowledged the strong supply chain of Apple. People always like to talk about the key to Apple's success. Their products, and although I agree, their ability to supply and bring new products to market is unprecedented and unprecedented, which is a huge competitive advantage. "However, their supply and availability on the iPhone X Efficiency This makes Apple proud of the two lost the chain.
Although up to now, the upstream and downstream suppliers in the mobile phone industry are still scrambling to squeeze into the iPhone supply chain, hoping to catch the 'apple concept', but entering the Houmen deep sea, and as an apple supplier is like a double-edged sword Although you can get ample profits in the short term, be prepared to be kicked out anytime soon.
This year, Apple announced that it would halt the use of graphics chips from Imagination Technologies, Britain's largest semiconductor company, and terminate payment of royalties at any time in the next two years, after which its share price plummeted by 70% to hit an eight-year low.
In addition, shares of Dialog chip maker Apple Inc., which offers power-management integrated circuits, plunged 20% and Apple accounted for more than 70% of Dialog's revenue, as analysts believe it may abandon its supplier base.
The year VCM motor pioneer in Japan think, the panel maker Taiwan Shenghua due to Apple replace the supply chain or the introduction of new technology led to bankruptcy liquidation.
Admittedly, so far Apple is still the most profitable mobile phone manufacturers, and has a strong supply chain system and control capabilities, but it is hard to deny that Apple's supply chain myth is slowly fading.
Andrews market share continued to expand, Samsung's stable decline in China
In stark contrast to the iPhone, Android market recovered rapidly this year, according to the latest data from market research agency, the market share of Android in the third quarter of 2017 has reached 87%.
The interesting thing is that in the Chinese market, Android camp is still a scene of twilight.
Although Samsung still occupy the market share of the first position, but the proportion has continued to decline.Especially in the Chinese market, the market research firm Strategy Analytics recently released reports show that the third quarter of this year, Samsung's share of China's mobile phone market Only 2%, is expected in the fourth quarter's share will fall further to 1.6%.
Although Samsung S8, Galaxy Note8 very dazzling, but also the industry as Samsung's classic in recent years, but still difficult to get rid of the downturn NOTE7 explosion, the sales of its two phones in China is extremely bleak.
Samsung Electronics is not the only international brand that has failed in China's mobile phone market.In addition to the rapid rise of mainland Chinese brands, data from external agencies show that the Chinese smart phone market has shrunk and living space has become narrower. , Many international brands have been gradually marginalized, including Taiwan, Nokia, HTC, Sony, Sharp, Blackberry, LG and other brands.
The four major domestic manufacturers led by Huawei, OPPO, vivo and Xiaomi have achieved an astonishing 69% share of the Chinese mobile phone market, up from 57.3% a year ago. Coupled with the continuous heavy volume of Meizu and Jinli, , So the share of domestic handsets in the Chinese market in the future is expected to exceed 80% or 90%.
Behind the brilliant domestic mobile phone is the rise of domestic supply chain
Can not deny that the rise of domestic mobile phone can not be separated from the support of the supply chain in terms of technology or size, the domestic supply chain has been narrowing the distance with the international manufacturers, and even beyond the international manufacturers.
The first is the domestic panel leader - BOE recently announced the first 6-generation flexible AMOLED production line in advance volume production, and AMLOED flexible display to more than 10 customers such as Huawei, OPPO, vivo, Xiaomi, ZTE, Nubian. OLED panel technology has been monopolized by South Korea's Samsung and LG, Samsung has accounted for more than 90% of the global market for small and medium-sized OLED panels. It is worth mentioning that in 2016 BOE revenue has surpassed Japan's only Display Panel Enterprise JDI.
Another typical case is the top science and technology.As China's local fingerprint chip maker, the top technology exchange this year top 200 million shipments, the monthly volume of more than 20 million to maintain sales, the first quarter of this year, the top science and technology Beyond the FPC to become the world's largest camp Android fingerprint provider, technology, the top science and technology released earlier this year under the screen fingerprint recognition program.
As with BOE, the customer base of Top Tech focuses on domestic mobile phone brands, including Huawei, OPPO, vivo, Xiaomi, ZTE, Meizu, Lenovo, Jinli, TCL, etc. For the achievements of recent years, Aspects: First, benefiting from the substantial increase in the global competitiveness of domestic mobile phone brands, the strong rise of customers such as Huawei, OPPO, vivo and Xiaomi has given the Exchange a very good external environment. Second, it has benefited from the top ten Continued R & D investment.
Sunny optical is also one of the typical cases of the rise of domestic supply chain. Sunny optical business covers the three major areas of optics, optoelectronics, equipment, the current overall shipments in the field of mobile phones second in the world, technically unique MOB / MOC module Technology to make it quickly seize the dual camera market in 2016. Currently, the market share of dual camera modules in non-Apple mobile phones ranks first in the market. In the first half of this year, Sunplus Group once again set a new record with sales up nearly 70% %, Reached 10 billion yuan, Sunny Optical stocks also exceeded 100 billion yuan market capitalization.
Similarly, Sunny Optics has not set foot in the camera phone market for Apple's mobile phones. Its customer base is concentrated in domestic handset brands such as Huawei, OPPO, vivo, Xiaomi and Lenovo.
In the aspect of ODM, the dominant and supply chain management ability of ODMs, which is led by Wenteng Technology, is getting stronger and stronger. Wentek, Hutchison, Longqi, and Germany still occupy the top four, especially ODM leader Technology, this year has not only become the first unit of mobile phone ODM, and shipments are expected to hit a record high .In November, IHS released '2017 the first three quarters of handset ODM smartphone shipping' list, Wen Tai with the first three quarters of shipment 6050 Million units, up 32% year-on-year obvious advantage, sit tight champion, IHS is expected to over 80 million units of the scale of the year.
The past two years, Wen Tai Technology is entering a period of super-high-speed development.October 29, Wen Tai Technology released the third performance report, Wen Tai Technology's Wen Tai Communication January-September achieved a revenue of 123.93 billion yuan, an increase over the previous year 53.78%; net profit of 422 million yuan, an increase of 125.67% .After this surge in profits, the same can not be separated from the growth of domestic mobile phone shipments.It is understood that the first three quarters, Wen Tai Technology shipments in the growth of millet smart machine Reached 74.2%, Huawei's project shipments also increased by more than 70%.
Not only that, Wentech's business is also more flowering.In addition to mobile ODM, but also in the VR, car networking / automotive electronics and notebook computers and other fields has layout.It is reported, Wen Tai technology has been with the storm, Skyworth, charm, Paul Thousands of customers such as the introduction of VR one machine, 360 ° panoramic camera and VR mobile phones and other VR products; and Dongfeng, Kai Rui and other car companies T-BOX car products have begun shipping; In addition, Qualcomm and strategic partners to research and development The first Qualcomm platform chip notebook computers will also be available by the end of this year; the future of Thailand Science and Technology will also launch intelligent electric vehicle embedded vehicle computing unit (core board), into the smart electric car industry chain.
In addition to Wen Thai science and technology, such as the dragon flag, Long days are actively seeking listing.
In addition to the above several typical enterprises, there are long-Ying precision, Ophelia, Heli Thai, BYD and other domestic mobile phone camp supply chain manufacturers have achieved substantial growth in recent years, revenues have crossed the 10 billion threshold. These enterprises are not rely on the myth of Apple, but rely on the success of this home-made mobile phone counter-attack.
More than a decade, China's mobile phone now from the cottage to the world, the mobile phone supply chain from scratch, from now to the world's largest and most mature mobile phone supply chain system, domestic mobile phone and domestic supply chain mutual achievements of each other, and now these rely on The rise of domestic mobile phone and the rise of supply chain companies have begun to form a Chinese forces to the world - only the rise of China's brand, China's mobile phone industry chain will grow and develop.
4. Development and Reform Commission: In 2018 at least 5 cities to carry out 5G scale network construction;
Tencent Technology Yan East confused November 30 reported
Recently, the NDRC issued a circular on organizing the implementation of a new generation of information infrastructure projects to be implemented in 2018. The circular calls for the establishment of a 5G-scale network construction in 2018, clearly defining the 5G network construction in no less than 5 cities in the frequency band below 6GHz, A city a large number of 5G base station 50, the whole network 5G terminal number not less than 500.
Notice clearly, 5G scale network construction and application demonstration projects, to municipalities and provincial capitals and the Pearl River Delta, Yangtze River Delta, Beijing-Tianjin-Hebei region as the focus of major cities to carry out 5G scale network construction. 5G network should cover at least complex city And indoor environment to form a continuous coverage, end-to-end application scenarios to achieve typical application scenarios.
Relevant indicators Requirement: Clearly in the following 6GHz band, 5G network construction in no less than 5 cities, 5G base stations in each city a considerable number of 50, the formation of dense urban continuous coverage; The whole network 5G terminal number of not less than 500; To provide users with not less than 100Mbps, millisecond delay 5G broadband data services; at least 4K HD, augmented reality, virtual reality, UAV and other 2 typical 5G services and applications.
5. President Zhao Xianming holdings over 5 million yuan ZTE fell 13% on the 5th;
According to the Shenzhen Stock Exchange, on November 28, Zhao Xianming, president of ZTE, reduced its shares of the Company by 162,900 shares by way of bulk transaction, with an average transaction price of 34.63 yuan / share, a discount of 2.51% to the closing price of the same day and an estimated turnover of 5.64 million yuan. Daily Economic News "reporter through Choice inquiries found that from 2008 onwards, Zhao Xianming has been accumulated by cash holdings of about 14.35 million yuan.
CSC Research reported that Zhao Xianming's shareholding reduction was mainly due to equity incentive. Zhao Xianming became the top executive of the Company since 2005, holding the shares of the Company for the first time in 2008 through the bid-over-holding method, followed by three equity incentives Plans to hold the company's shares.Choosing Zhao Xianming increase and decrease with the company's share price trend can be found, Zhao Xianming quickly lighten the company's shares after the lifting of the ban several times.However, in 2015 and 2016 after lifting the ban did not sell the company stock.
ZTE, which benefited from the overall rally of 5G-related stocks, gained 103% in the year, but ZTE dropped significantly in the past five days, dropping below a trading day just prior to Zhao Xianming's move on Nov. 27, when ZTE hit a limit. November 30 closing, ZTE 5 trading days up-down 13%.
According to statistics, Zhao Xianming joined ZTE in 1998 in the research and development and management of CDMA products. From January 2014 to March 2016, he was the executive vice president of ZTE. In April 2016, Zhao Xianming succeeded Hou Weigui as the chairman of the seventh board of directors And concurrently president.In March of this year, Zhao Xianming proposed to resign from the board of directors as chairman of the seventh session of the board of directors, resigned as the company's executive director, president, elect executive director Yin Yimin as chairman of the seventh board of directors of ZTE. Daily Economic News
6. LeTV 1.4 billion selling headquarters building agency: trapped in debt disputes difficult to get rid of
LeTV Building, Yaojiayuan Road, Chaoyang District, Beijing?
Beijing Evening News reported on November 30, a long time to wait for the return of Jia Yueting LeTV, seems finally embarked on the sale of property assets in exchange for funds 'end.' Yesterday, the reporter learned from the real estate market, LeTV has commissioned a number of Beijing intermediary companies Selling $ 1.4 billion at LeTV Building, the headquarters building in the East Fourth Ring Road, the property is considered to be one of the few valuable assets left by LeTV. Even so, many companies have disclosed to reporters the difficulty of selling flats.
1.4 billion hanging plate headquarters building
'Chaoyang Park Qiaodong, LeTV Building, the entire building for sale, an area of 20,000 square meters, priced at 1.4 billion, the Housing at any time!' Yesterday, a number of brokerage brokerage in the circle of friends out of the sale of music as the building The agent later confirmed to reporters that this is the music as the headquarters building. 'There seems to be someone in the office, but the source did entrust to several intermediary companies hanging out.' An insider's store manager Told reporters.
Located in the East Fourth Ring Road, LeTV Building, formerly known as Hong Cheng Xintai Tower 2013, blindfolded LeTV As the business development, the original office building has been unable to accommodate the number of employees, then overall moved into Hongtai Xintai Building. , LeTV bought Hongcheng Xintai Building, renamed the LeTV Building, becoming LeTV Group's headquarters building, part of LeTV Holdings assets.
'Although the headquarters building's property rights are not music Watch, but through the sale of the entire activity can be seen that the music as the funding chain is still very nervous.' One told reporters that the property assets have been Le as the remaining few, easy to sell Assets.
Le Music Building was mortgaged
Although it is a commercial building in the heart of Beijing, all real estate circles are very pessimistic about letting go of LeTV in an interview with reporters. 'We all know that LeTV is under mortgage and there are debt disputes between LeTV and buyers, Like a hot potato. "A manager told reporters.
In April this year, easy to founder Zhou Hang angrily denounced music, said the music as the controlling shareholder of music as the pretext to secure the building, easy to as the main body, received a 1.4 billion joint loan. Zhou Hang's remarks will be easy to push Into the whirlpool of public opinion, but also music as the building's financial operations made public.
Zhou Zhou's control statement, the 1.4 billion offer, and the same amount of loans that year. 'Such a large amount of the subject, who want to have the buyer must first understand the hidden deep inside the debt dispute.' ' At present, LeTV is just an agent, has not yet verified the availability of houses, 'it is not yet known who is the real owner.'
Creditors may request property preservation
In the mortgage of assets, the purchase of what is the risk? Reporters consulted the real estate industry in this regard. 'If only a simple mortgage without debt disputes, in fact, as long as the mortgage solution can be solved, but music as a deep whirlpool of debt.' Senior Told reporters that LeTV owes more debt, creditors have the right to request property preservation, may be in the music as the sale of the building, the legal process has come in the front, it is likely to appear before the transfer of assets by the court seized the risk. 'Perhaps, Said that the most likely way is to go through the judicial auction. '
LeTV building at night time, there are still employees in the office building. LeTV building sale of the news so that they have nervous tension and some of the. Perhaps, I do not know one day, the building is no longer a music.