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1. Pass Apple early 2018 will cut iPhone prices;
Period a lot of information pointed out that Apple reduced iPhone orders a lot, suggesting that this year's new iPhone attractive in the market may have gradually declined.Media reports, in order to resist the competition in the new machine in early 2018, Apple may choose to downgrade the iPhone at the beginning of the year Price, to further stimulate sales.It is tempting to speculate that iPhone has always been selling expensive Apple, Is it conscience found?
Digitimes reports that there are market rumors that Apple may cut the price of its iPhone equipment by early 2018. Since this is something that has never happened in the 10 years since the Apple iPhone was launched, the possibility of the rumor coming true Also dubious.
The possible impact of price cuts
On the surface, if the apple chooses to lower the price of iPhone, the reason is very simple, it is to stimulate the sales.But if Apple chooses this move, it is also a risky game because of the great risk of reducing the interest rate. iPhone product pricing year after year rise of view, to grasp a certain profit rate, Apple is actually consistent strategy, better than the lower price to fight sales.
Anticipating upcoming 2018 Apple iPhone rivals are likely to launch a new handset to counter the Apple iPhone X (and iPhone 8 series) at the CES in early January or at the MWC show in late February, which will allow Apple's iPhone The competitive environment, coupled with the time closer to the release of the new iPhone, the market demand for Apple's iPhone will naturally gradually decline, so if Apple chooses to cut prices, there is a real chance to stimulate product sales.
However, the problem is still behind, and if Apple chooses to downgrade the price of iPhone by the beginning of 2018, if the price drop is not big enough, it will surely discourage it and further the possibility of a large amount of revenue could be lost. However, if the drop is too large, It will not only hurt the users who choose to start a new machine in the early stage, but also may further erode their profits, that is to say, for Apple, there is a big operational difficulty in choosing an iPhone price cut.
2018 Apple iPhone product strategy
For the iPhone price cut in early 2018, the Motley Fool website suggests that perhaps the price adjustment is likely to take place in the 2018 new iPhone generation rather than shortly after the 2017 iPhone launch, and by early 2018 Reduce the price.
According to previous investment reports from KGI Analyst Guo Ming-tao, he believes Apple will launch three iPhones in 2018, in addition to the 5.8-inch OLED screen (meaning it will be the next successor to the iPhone X) There will be a 6.5-inch OLED screen models, and 6.1-inch models with LCD screen, they think, 6.5-inch models certainly higher than this year's iPhone X even higher, which allows Apple in the overall pricing strategy for the iPhone, More room to cut the price of the iPhone in the 2018 5.8-inch OLED screen, and cleverly maintain the overall average selling price of iPhone products.
From the point of view, in the face of fierce competition in 2018, and the recent heated battery door (Apple slowed down the battery aging models), Apple can indeed restore the iPhone price to further restore consumer Heart, and increase the competitiveness of mobile phone products in the market.Only, the very personality of the apple body, to see them uncharacteristically, choose to cut iPhone prices in early 2018, showing almost the chance of compromise in the market, Very little.
(China Times Newsletter)
2. Apple Q3 global smart machine profit share dropped to 60% of Chinese brands 12%;
According to the latest report released by market research firm Counterpoint Research, the third quarter of this year, Apple still controls most of the profits of the smart phone industry, but the share appeared not small The decline.
The report said global mobile phone profit rose 13% in the third quarter driven by the strong performance of Samsung Electronics and China's handset brands.Counterpoint Deputy Director Tarun Pathak said the cumulative profit of Chinese handset brands was A quarter of more than 1.5 billion US dollars.Usually, all the profits of the smart phone industry are occupied by the two brands of Apple and Samsung, but the Chinese brands are eroded the profits of these two brands.
Apple's third-quarter profit share in the smartphone industry was 60%, down 26 percentage points from 86% a year earlier.Counterpoint believes that the decline in Apple's share of profits mainly stems from the older models accounted for an increase in sales of iPhone models .
Third quarter mobile phone brand profit share
Apple's third-quarter profit per iPhone was $ 151, which is five times the profit of each Samsung mobile phone, which is about 14 times the average profit of each handset in China. Counterpoint Research Director Neil Shah (Neil Shah) Said channel exams for key Apple markets showed higher demand for the 256GB version of iPhone X, which helped to lift Apple's profits to a higher level.
Samsung, a company that eaten into the profit from its handsets, introduced a more powerful smartphone lineup this year than ever before in 2009. Galaxy Note8 helped Samsung get a 26% share of smartphone profits in the third quarter of a year earlier, after recalling the Galaxy Note7 After Samsung failed to get any profit in the third quarter of this year, Samsung mobile phone profit of 31 US dollars each.
Huawei's mobile phone brands Huawei, OPPO and vivo accounted for 12% of the total profit in the third quarter, of which Huawei's third-quarter profit margin of smartphones was 4.9%, up from 3.3% in the same period of last year; OPPO was 4.0% Compared with 4.2% in the same period of last year; vivo was 3.1%, down from 3.7% in the same period of last year; Xiaomi's comeback in the third quarter and profit from mobile phones increased by 41% over the same period of last year, but still lagged the market leader.
According to each mobile phone profit calculation, Huawei, OPPO and vivo are very close, respectively, 15 US dollars, 14 US dollars, 13 US dollars. Compared with other Chinese brands, millet each phone profits lower, only 2 US dollars, very modest.
Shares of Apple fell 0.4% in early trading Wednesday, but has risen 47% this year. The Dow Jones industrial average rose 27% this year.
3. Glory Zhao Ming: 2018 fully open the global strategy, three years into the world's top five;
Set micro-mesh news, today's president Zhao Ming glory's internal letter "to meet 2018, the global war on the North Po, the glory of the banner inserted worldwide" by the media exposure, in the internal letter Zhao Ming talk about the future development of glory Strategy - Three years into the world's top five, specifically, glory will focus on the brand Heights, covering the populous nation to the United States, Europe, Russia, Africa, Turkey, India, Indonesia and other key areas, relying on the unique Internet asset light Model in the global handset market has become a 'three years ago five' brand; in 2020, overseas sales accounted for up to 50%.
As for why Zhao Ming has the courage to make glory three years into the world's top five strategies? There are two reasons:
First, Ren Zhengfei awarded the celebrity bonuses to the Honorable's team and stimulated their fighting spirit
Second, glory has made brilliant achievements both at home and abroad. According to the third-party research agency Sino Data, from January to November 2017, Glory's share of mobile phone sales ranked first in China's Internet handsets. In November, the overall market sales in China Data, glory ranked first in the Android camp.In the overseas market glory has now ranked first in the market share in Finland, Russia has also achieved market share in the third place, including glory 9 in the 25-30K ruble price segment of the sales A location.
2017 is a bumper year for glory, this year glory released V9 and V10 shine in the smart phone market, market share is also rising, the pricing and positioning of mobile phones and other gradually to the high-end market, development The momentum is rapid, then the glory of the next three years as Zhao Ming would like to enter the world's top five? We can only wait and see.
The following is Zhao Ming's internal e-mail full text:
To meet 2018, the world war, keep the North Slope, the glory of the flag to plug the world!
Honorable brothers and sisters,
2017 is coming and thank you all for your creativity and pioneering work this year. We not only successfully completed the annual target but also achieved a series of remarkable achievements. Here, I would like to thank every honored user, every A brother and sister, each partner, expressed his deep gratitude!
All greatness stems from a brave start.Return to the past four years, glory has never hesitated despite numerous challenges and fierce competition.We have a humble heart, but never set ourselves apart; we respect the rules , But never dungeon, so we have been brutal, glory all the way crowned.
Throughout 2017, the mobile phone industry is in the doldrums, the surface of the seemingly placid, but in fact contains a change.We see that some brands are struggling to survive, some brands bottoming out, there are some brand ups and downs, staged a breathtaking scene However, for glory, 2017 is a year of calm, speeding up and keeping up and winning the victory.According to Sino data, from January to November, glory of mobile phone sales share in China's Internet phone ranked first, the sales are more Far ahead; November China's overall market sales data, glory ranked first in the Android camp; and in the much-watched Double 11 Campaign, glory to sales of 4.02 billion yuan will be the industry's first pocket income.
2017 is the year when glory has been released for most of the new product in history and also a year in which our technology has accumulated profoundly. Every time, we are exploring the industry. With V9, we redefine the performance of our flagship aircraft Level; beautiful sound glory 9, is to allow consumers to fully pursue the pursuit of beauty release; Full-screen strength of the fun 7X, Thousand Yuan machine has the experience of the flagship machine. November 28, in the chip, system, camera , Screen, audio, battery life and so on deep accumulation, brought together into a landmark AI phone: glory V10. AI mobile phone is the glory of the next 'broken wind' point, but also the entire mobile phone industry 'break' Landmark.
2017 This year, a glorious global journey, we have done our best with strategic focus, made breakthroughs in the core markets and built our capabilities for the future step by step. In the Russian and Finnish markets, Glory won the first-to-October market Share of the top three good results; and in amazon 'Black Friday' activities, glory in France, Germany, the United States market, achieved more than 100% breakthrough growth.
We have to face the usual achievements, but to face the reputation of devout heart in 2017, the glory of the product average praise rate of 98%, some products even reached 100%, it is not just a figure, each one Behind the good reviews are standing young people who are full of expectations and affirmation of glory and we value these honors very much because it embodies all the glorious efforts and the love that the users have given us.We must thank the group and consumers BG Leaders and colleagues fully support the glory and development of every key node, as well as the full support of laboratories, Haisi, R & D, supply chain and other departments in 2012. The glory of progress is the embodiment of the competitiveness of the entire Huawei system.
Thank you, love glory.
This is actually a well-achieved and unexpected result for the development of glory in 2017. Rational reason, the strategic direction of glory has been very firm, we will never spend resources on non-strategic goals, and never envy And follow-up to any so-called outlet on the strategic plan.
From the glory of the beginning of growth in 2014 'have friends have the future', 2015 'stupid bird waits for the wind', 2016 'no fear of wind stop', and then to 2017 'sights should look at the amount of' , Glory shows the insight and predictability, each step is a good grasp of the pulse of the development of the mobile phone industry .But in the torrent of the coerced market, glory has done its utmost, has maintained a rare sober and rational. Glory has always been Adhere to create user value as the core, to create young wave of technology products for the mission, adhere to the quality, innovation and service control points of the strategy, adhere to the Internet light asset, online and offline integration, partner business model.
In a sense, the strategic self-confidence and skilled handling ability is the greatest glory of success, which is our most valuable asset to the future.It is precisely because of this, glory was able to consolidate the status of Internet phone number one brand, glory AI technology Will lead the industry for six months, glory products will be reaping such a good performance and reputation, glory brand will win millions of consumers love and support.
2017, we have a full understanding of the world 2018, we want to embrace the world more violently.
Looking to the future, the glory strategy is very clear, that is, to build a dual-engine overseas development model.In the just past honor fourth anniversary celebration, we announced a global strategy: glory will focus on the brand Heights, covering the populous nation to the United States, Europe, Russia, Africa, Turkey, India, Indonesia and other key areas. Relying on the unique Internet asset-light mode, the global mobile phone market has become the brand of "three years ago five". In 2020, the sales in overseas markets will reach 50 %!
In 2018, we bravely set out to face the magnificent global market.
This is by no means a calm course. Globally, we not only face the challenge of cross-cultural communication not only in markets with different competitions but also in different patterns, and in three years we can accomplish others 10 years or more Strategic layout, at the same time, the brothers in the domestic market is also facing higher and higher concentration of the entire industry, the industry market decline, more intense competition in the situation waiting for us in front, not only filled with flowers a big opportunity, It is also a stressful big challenge.
The glory of globalization, it is glory of the second venture.
How difficult it is to start a business? Our real challenge lies in how to open up a unique and honorable path of development in overseas markets and win an attitude of growth, value, brand and reputation.
At present, there are two main modes of development of the industry in overseas markets: one is to impact overseas by low-cost and low-quality products and dominate the market, most of which are based on imposing sacrifices on brands and sacrificing reputation even at the expense of the future; secondly, International mature giant, at every step of the way the long-term layout of these two models are not suitable for glory.It is different from other brands, glory overseas, dare to asset-light Internet model, innovation, quality, service as a strategic control point, To be the most popular tech tide for young people in the world, we must join hands with partners all over the world to get through the offline channels and establish a solid ecological environment for win-win cooperation.
This is a road that no one has ever been through, but the glory needs to be tripped out. The most urgent thing now is to have a group of capable and courageous talented people who want to go where they are needed most.
Hereby, I'd like to express my special thanks to the Group and Consumer BG for their tremendous support for GLOBAL GLOBAL STRATEGY, which not only clarifies the global dual-brand strategy but also gives glory to its development. GLOBAL business is operated directly by Glory Business Unit, with more human resources and incentives With unprecedented strength to support glory. Not long ago, Ren has officially signed the "glory brand mobile phone single commission bonus program" document to help us sounded the assembly of the world's campaign number. This is the charge, inspiring thousands of troops immediately battlefield , Majestic, angry, across the Pacific Ocean.
The industry is even more exciting than our own for the "Honor-branded mobile phone single commissioned bonus program." As a glorious person, we should have a deeper and more correct interpretation. Only through the reform of the incentive mechanism can the evolution of the glory system be promoted , Give birth to more young talent to come to the fore, over and over again under the hero of smoke, 600 million Divine do Yao and Shun.
The market is never planned out, but hit out. Glory for the face of the world, tens of thousands of real consumers face the world, can not afford to lose ground. Only those who really charge in the global market, set a hell of a hero, only For example, if one or two brothers join hands to fight for a country and achieve actual performance, it is possible for a 13-member employee to obtain a bonus of level 23. There is no market for seniority, and everything depends on performance , By healthy business development to speak.
2018 is an important node full of historical mission and milestone. We need to build a brand globally and create a win-win situation in the world with unprecedented pressure. We should keep in mind our mission and responsibility. The more we are passionate, the more we need to calm down Everyone who glorifies the team needs an ambition, along with a sense of balance and restraint and no impetuosity, and we must guard against the loss of ourselves under the great opportunities and incentives so that we can pursue the growth , But more pursuit of healthy growth in the global market, we must uphold strategic self-confidence, but also to fully comply with local laws and regulations, respect for local culture, we have to occupy the commanding height, but also hold the bottom line.
In the past four years, we have lived up to expectations. In the next three years, we will even have to fulfill our mission. In 2018, every honored person must have persistent belief that he will not neglect the future and fear the future.
Change the world, not be changed by the world, glory and mission, belong to you and me each and every one, the new year, please small partners and I charge strikes, the banner of glory inserted in every corner of the world!
We cheer each other, fight together!
Zhao Ming
Glory president
2017.12.28
4.OPPO line war: while doing addition subtraction;
OPPO channel strategy for some time in the future, with addition to do super flagship store, the more down is to do subtraction.
Wen | "Chinese entrepreneur" reporter Li Yating editor | Zhai Wenting
After 16 months, OPPO first super flagship store located in Huaihai Road, Shanghai, surrounded by ZARA, URBAN REVIVO other high-street brand stores in the single-storefront flagship store of nearly 500 square meters, more than half of the area is the leisure area, put Stood three similar diameter black pebbles more than two meters of the seat, two long table OPPO flagship quarter of the flagship mobile phone display, wall shelves put beats headphones, DJI UAV, BOSE audio, Starwars BB-8 robot and other products.
"Our brand influence and appeal in first-tier cities are still far behind in other regions," explained Wu Qiang, vice president of OPPO, explaining the reason for opening a super flagship store, earlier he told "Chinese entrepreneurs" Huaihai section of the store most do not make money, the main function of this store is to enhance services and brands, revenue is not the most important appeal.It is said that the Shanghai super flagship store before the investment has been over ten million yuan.
In fact, since last year, OPPO brand marketing investment in first-tier cities increased significantly, Wu Qiang does not think it is counterattack, 'first-tier cities have been doing, but the third and fourth tier cities do a better job.'
At a meeting in Guangzhou, they clearly proposed to increase the intensity of opening stores in first-tier cities. "Like an Apple store," one of the OPPO executives who attended the meeting said.
Unlike third- and fourth-tier cities, OPPO is really hard to open in the first-tier cities such as the north and the Guangzhou-Shenzhen. "Before the company treated first-tier cities and other cities equally, all resources and policies were the same." Before accepting "Chinese entrepreneurs" During the interview, Wu Qiang once reflected the mistakes in the layout of first-tier cities.
OPPO super flagship store preferred first-tier cities, the number will not be too much.In addition to this store in Shanghai, Shenzhen, shop to determine, Beijing and other places are also in preparation.
From the beginning of this year, opened the big shop has become an essential move of several handset manufacturers.In November, the world's first flagship store of millet home opened in Shenzhen, and the OPPO is different, in the upper and lower two storey nearly 600 square meters of storefront, Millet House SKU more than 400, through the rich SKU improve efficiency, each piece is not a high-frequency consumer, but hundreds of SKU together, from low-frequency consumption into high-frequency consumption.
Wu Qiang think OPPO flagship store starting point is to enhance the brand image and improve the user experience, rather than improve the efficiency, whether it is compared with millet or apple, OPPO will not take more categories of routes.For the introduction of the store's third-party products, OPPO will choose With its brand quite, or slightly stronger products.At present, OPPO Shanghai flagship store SKU at 30 or so, the future will continue to enrich product categories.
'Super flagship store is a way to do additions, the channel is down subtraction' Wu Qiang Explain the future OPPO channel strategy for some time.Up to now, OPPO channels in the country more than 250,000, of which a considerable proportion of the storefront is located Third and fourth tier cities, 'In the past, we think the more stores the more momentum, but too complicated, too many users will feel brand grade is not enough.'
For how to solve this part of the store's brand image, Wu strongly oppose the 'one-size-fits-all' model, 'will be a dynamic process, will not suddenly be reduced from 250,000 to 200,000.' The future OPPO will be used in the channel Hierarchical mode of management, optimization of a large number of shops, out of position remote, poorly managed stores, this layer subtraction, the super flagship store will be used for addition.
In addition to the super flagship store and the numerous offline third-party stores, OPPO has more than 10,000 specialty stores and flagship stores, accounting for 10% of the national sales volume. Wu Qiang will not deliberately plan the future of the specialty stores and flagship stores The layout will not significantly increase its share of the retail channel.
'The pattern of the domestic mobile phone market has changed from a pyramid type to a T type. In this case, it is not easy for any one to eat another share.' According to Counterpoint data, Huawei, OPPO, vivo and Xiaomi's four mobile phones Accounting for more than 70% in the domestic market.Wu Qiang thinks that in this competitive landscape, the most important thing about OPPO is not to make mistakes.
Domestic mobile phone industry has entered the stock market, millet, Huawei, OPPO and other brands this year, part of the growth in shipments that is derived from overseas market increases, the current share of OPPO overseas sales have reached 30% .Wu Qiang that next year, the domestic mobile phone Manufacturers will speed up the pace of the sea, OPPO will also in 2018 in addition to Southeast Asia and India to open up other overseas markets, such as Russia, Japan and so on.
'Last year we shipped 98 million this year, domestic sales growth of over 10%, overseas growth of over 20%.' In accordance with this growth, OPPO annual shipments in 2017 or more than 120 million units.Wu Qiang's observation is that, Next year, the industry will remain at the existing scale, perhaps a slight decline.
In the past two years, OPPO almost always pushed only one flagship of the R series. The advantage of this focus was significant. However, after the explosion of a price segment of around 3,000 yuan, OPPO did not have a product with a higher price segment. First-tier cities do a good job, you need a firm heel in the 4000 ~ 5000 yuan. 'A near OPPO industry told reporters.
A consensus in the mobile phone industry is before the advent of 5G, whether it is manufacturers shipments or major players are not major changes will occur. Full screen is the second half of this year the theme of the mobile phone industry, due to limited experience, and did not appear large Scale replacement tide, Wu Qiang, including the full-shaped screen, including full screen, under the screen fingerprint, artificial intelligence is the mobile phone industry next year, the three major areas of technological breakthroughs.For the new technology trade-offs, OPPO, as always, 'Only meet the needs of some people, it is temporarily not mass-production, OPPO each product hope to solve the popular needs.'
5. Hundred Wyatt Wyatt state by the maintenance of iPhone 500 million ready for listing;
Recently a passage: 'that day about you out to play, I am wearing a Nike, just to meet you just go back and follow that driving a BMW wearing a clown brand handsome guy gone, but you do not know, his car 600,000 my Nike 81 Million
Some netizens commented that: it is impoverished my imagination and I think: cars and shoes are so expensive, whether it is car repair or repair shoes, wantonly in the road to lift poverty and prosperity it!
Lesson learned: Beijing Hundred Wyatt State Science and Technology Co., Ltd. (hereinafter referred to as Hundred Wyatt State), relying on Apple's thigh for 8 years, doing mobile phone after-sales maintenance services, steadily achieve 500 million annual performance, Recently, it IPO was officially approved by the SFC, to be listed on the Shenzhen Stock Exchange.
Let's take a psychological analysis of why you want to make a lot of money.
First of all, iPhone users and more, a large base, and then a small damage rate can get a lot of maintenance.
As of August 2 this year, Apple's tenth anniversary approaching, Apple CEO Tim Cook announced that Apple has sold more than 1.2 billion iPhone, the data can be described as a milestone.
Coupled with the 'apple effect' has been strong, once the iPhone is damaged, users often think of the first to authorized stores to repair, they subconsciously think Apple authorized stores more formal, the price transparent, the maintenance of quality assurance, would rather spend more money to take one step To map a peace of mind and peace of mind.
Such a large audience with full identity, is the most powerful prerequisite for the development of China Huayue Bang.
Second, the iPhone repair much more expensive than the domestic machine, you can derive from the BMW Mercedes-Benz maintenance expensive Similarly, and low maintenance costs, gross profit margin as high as 80%.
As the saying goes, 'a good horse with a good saddle', a good phone, of course, with a good shell membrane, authorized line in the Apple store million dimensions, the ordinary shell membrane combination also 200 +, not to mention the replacement and maintenance of damaged parts.
Listed on the iPhone8 / X and other models in 2017 using the so-called more beautiful body glass, followed by the more easily damaged and more unfriendly maintenance costs.Compared with Apple's official website of the screen repair costs, iPhone X other damage Paul repair price is 4588 yuan, and this price just to buy a brand new 32G iPhone 7. And iPhone7 screen damage repair price up to 1188 yuan, which can buy a glory 7X full screen mobile phone.
According to the Brilliance Wyatt prospectus shows that since 2014, the average price of the maintenance business within the unit has risen year after year, from January to June 2017, Apple's average repair order was 111.92 yuan a single, while the average cost price is 19.43 yuan.
Finally, Apple's Apple care and Apple care +, which are released for hardware maintenance and technical support, are expensive and many consumers are reluctant to buy it. However, when damage occurs, it regrets that the above-mentioned process was not implemented.
In a nutshell, Care contains everything that is broken and dipped into the liquid. (Not exactly accurate, but basically the concept) Care + is the one that allows two broken screens or liquid in two years (or something like that Seriously damaged) to pay 628 yuan to replace the new machine.
However, if you choose 64G version of iPhone X, plus 1688 yuan Apple Care + you need million!
In summary, iPhone to feed the maintenance business, especially the authorized service providers, it is not surprising that the company is successful.
Tencent technology
6. Escape fate Samsung cell phone battery problems again
Set of micro-channel news, (Luo Ming / text) Samsung Note7 in 2016 the battery explosion, shocked the world, triggered a lot of consumer panic, a heavy pressure on Samsung's brand image, some good friends look noisy event, Made a lot of spoof Samsung Note7 explosion pictures and videos, although ridicule means stronger, but for Samsung is definitely not a good thing.
Time to 2017, Samsung introduced the Note7 sequel --Note8, some people are looking to see Note8 will repeat Note7's mistakes, a security incident, but let them down, Note8 actually nothing, just as Samsung An unexpected accident occurred when I wanted relief.
This accident is still happening on the battery, but no explosion as serious, according to technology blog Android Authority Beijing December 28 reported that many users in the Samsung Forum reflect the Samsung Note8 in the battery runs out and shut down, can not Charging and power-on.In addition, many users reflect the Samsung S8 Plus also have similar problems.
In this forum, a Samsung Forum owner named SamsungMel suggested that users replace the flawed cell phone during the warranty period and said that the special problem that 'Note8 can not be turned on is definitely what we need to solve immediately.'
Samsung Note7's battery 'explosion door' was finally vanished, people are gradually forgotten, the Samsung Note8 jumped out of a battery 'sleepy door', which is trouble that way, although Samsung to battery suppliers from ATL to Murata, but Still can not escape the fate of the battery problems, maybe Samsung should not give the memory and other parts prices, which may be civil karmic retribution it.