Set micro-grid launch WeChat IC: "Every day IC", big news immediately released, every day IC, every day set micro-network, micro-into a! Scan the end of the two-dimensional code to add attention.
1, Huawei cell phones were rejected behind the US carriers, there have been 18 members of the Parliament put pressure on the joint;
Set microblogging / Xu Lun
In the last minute, Americans still turned Huawei away.
In the afternoon of January 8, local time, The Wall Street Journal reported that the second largest mobile operator in the United States AT & T at the last minute Huawei canceled the plan to sell mobile phones.This unexpected news for another party Huawei is also unprepared.Huawei senior vice president, consumer business CEO Yu Chengdong said that this caused huge economic losses to Huawei.
The company is located in:
Ads have been released, the Americans the last moment is regrettable
Huawei handsets have been coveted by the U.S. market for a long time, but for various reasons they have been able to crack down on them and make no major breakthroughs. However, a report in late 2017 has given everyone a chance to see a change. At the time, foreign media reported that, Huawei will cooperate with American operator AT & T on CES 2018 to release high-end models such as Mate 10 and Mate 10 Pro and officially announce its entry into the U.S. market.
With the imminent arrival of CES 2018, the authenticity of the news was gradually confirmed. On January 6 this year, on the eve of CES, Yu Chengdong, Yu Chengdong, released a promotional video through his personal Weibo, indicating that Huawei Mate10 Pro will officially land on January 9 In the meantime, the exposed Huawei invitation revealed another partner, AT & T, the second-largest mobile operator in the United States.
Huawei fully prepared for the marriage.On the eve of the opening of CES 2018, the United States has been everywhere in the streets of Huawei Mate 10 marketing billboard, known as 'you have never heard of the best mobile phone' at the same time, Huawei also invited a large number of The media witness the moment of cooperation between the two parties.
Regrettably, at a Huawei conference on January 9 in local time, the media and guests did not wait for the cooperation between the two parties because the Wall Street Journal disclosed the earlier one afternoon earlier that AT & T had unilaterally canceled sales in the United States Huawei's mobile phone plans.
However, Mate10 Pro's press conference is still held as scheduled, and Yu Chengdong took the initiative to bring the incident during the final stage of the keynote speech, saying that this is Huawei's loss and a loss to U.S. carriers , But also the loss of the United States consumer.Experienced so hard time, Huawei is closer to the United States than ever consumers and we firmly believe that as long as the products are competitive, can really bring value to consumers, they will eventually choose Huawei .
One American media even referred to this speech by Yu Chengdong as the best speech of this CES. 'A company that started out in a small private house in Shenzhen has been working hard for 30 years and is finally known as a world-class company. Although he once again encountered unfair treatment in the U.S. market, he still did not give up and remained indifferent to the American spirit advocated by Americans.
Behind the AT & T breach, 18 lawmakers have been pressured jointly during the negotiation
Perhaps many people are very curious, why Huawei must enter the United States? Why so much emphasis on cooperation with operators? Why AT & T to the last minute to be destroyed?
According to the survey data, at present Huawei has become the world's third-largest maker of smartphones, although in China, Southeast Asia, Europe and other market share continues to improve. However, in recent years there is no breakthrough in the US market. In terms of quantity, the United States Is the third-largest smartphone market in the world and lags behind India, which ranks second in the market, but the scale of high-end mobile phones far surpasses that of India. Industry has only said that winning the US mid-to-high end brand can only be achieved in the true sense of the word.
Another characteristic of the US market is that sales channels are almost occupied by operators. According to the data, almost 90% of smartphones sold in the United States are sold through carriers, and if they want to enter the US market, they must choose to cooperate with Huawei AT & T, the operator of choice, has 136 million mobile phone users in the United States and is the second largest mobile operator in the United States.
As for why AT & T is about to breach the agreement, no clear reason has been given for both sides at present, but according to the current reports, all points to security issues since the United States repeatedly denied Huawei access to the U.S. market for security reasons.
For example, in 2012, the U.S. House Intelligence Committee reported that Huawei and its domestic rival ZTE had posed a threat to the national security of the United States. Huawei and ZTE subsequently paralyzed their carrier network businesses in the United States and were kicked out of the United States Prospects.
In August 2016, when AT & T released a list of 5G equipment suppliers, Huawei might have ranked as well as Ericsson and Nokia, but in the ensuing weeks, US congressmen and AT & T executives held intensive talks in Washington, Expressed ATHL's own concerns.Although AT & T showed that Huawei equipment is up to 70% cheaper than its competitors' products, Huawei eventually chose to abandon Huawei. AT & T executives told employees they were stuck with security issues and with shareholders responsibility.
However, this is not a communication device but for personal mobile phone products were rejected.Analysis that the main reason is Huawei released in the United States Mate10 Pro chip is its own research and development of domestic chip unicorn 970.
This chip is called "the world's first mobile chip with an integrated dedicated NPU." It is reported that Huawei's EMUI8.0 native Android8.0 operating system to do a lot of functional module replacement, and in-depth embedded Kirin 970 bottom, some media suspect that the United States operators and regulators can not understand in detail its security encryption module and data transfer storage mechanism, and then choose to terminate the cooperation.
However, one analyst said that the micro-grid is not that simple .He explained that American companies are very valued for credit, this AT & T temporary change is clearly not the cause of the carrier, more likely the U.S. government today A media exposure of the information seems to confirm this view.
According to a document obtained by the media, the "resistance" of the U.S. government has always existed during Huawei's cooperation with AT & T, including the joint sending of 18 MPs from the United States to Ajit Pai, chairman of the Federal Communications Commission (FCC) In an e-mail, which showed that the FCC was required to investigate the cooperation between Huawei and the U.S. carriers, the e-mail again referred to the ban issued by the U.S. Congress in 2012 on Huawei equipment in the U.S. market.
In the words of these legislators, Huawei seems to have become a barbarian who has infiltrated the telecommunications industry in the United States. It not only peeps on the daily behavior of U.S. companies, but also treats the intellectual property they have always cherished. Therefore, in their eyes, Huawei can not be trusted at all and may threaten U.S. national security. '
The e-mail was also copied to U.S. Attorney General Jeff Sessions, etc. Because of the strong 'political filter' in the United States, this is most likely the result of a partnership between AT & T and Huawei being ' Temporary cancellation 'of the root cause.
Domestic mobile phone into the United States there is a drama?
In fact, although Huawei was rejected, there are still cases involving the success of the handset manufacturers such as ZTE, TCL and Lenovo in the United States.
Taking ZTE as an example, data show that in the third quarter of 2017, ZTE handsets ranked fourth in the United States with a market share of 11.6%, becoming the only domestic handset manufacturer capable of reaching the forefront in the US smartphone market.
How to enter the US market? Wang Yanhui, secretary general of China Mobile Alliance, gives three important indicators:
First, safety is the number one consideration.
Analysis of ZTE, TCL, Lenovo and other manufacturers in the United States on sale of smart phones will find that they use more US government approved chips, such as the introduction of Qualcomm Snapdragon series chips become everyone's choice.This and Huawei Mate10 Pro equipped with its own research and development Kirin 970 chip different.
Second, the patent is very important.
Difficult to enter the US market, the Chinese mobile phone manufacturers, the biggest difficulty in the patent when HTC was the peak in the United States by Apple, Samsung and other patent disputes, the last HTC dragged down, resulting in a sharp decline in performance now.
Prior to the interview with ZTE executives set a micro-interview that in addition to the United States to face the same industry patent disputes, the most important thing is to face the harassment of patented rogue companies in the United States there are many companies or people who do not make mobile phones, But they will buy some patents, and then use these patents in the mobile phone manufacturers to charge, if they do not pay, they will sue the court, the phone company will bring a lot of trouble.
"ZTE also ate a lot of losses when it first entered the US market, but it is not going now.Now we have not only enough reserve patents, but also a lot of experience dealing with patent gangsters," the executive told the author.
Third, it is important to understand the requirements of US regulators and operators.
The U.S. handset market is dominated by operators, controlling 90% of their handsets sales. It is important to understand the operators' needs and to make good relationships. In addition, the first priority for entering the U.S. is to understand FCC testing Process and specification, this is the first step into the United States market.
It is reported that the United States FCC certification and operator testing is quite stringent, not only the process is very complex, but the time cycle is also very long, requiring huge amounts of money.ZTE executives have said that the United States operators strict quality requirements, once consumers find Phone problems, not just being complained, but the potential risk of returns or even claims.
In summary, the US market, although a big cake, but it is very complicated, not only to consider the commercial level, but also to consider the political level for Huawei, although this setbacks, but did not completely shut the door, it is learned Mate 10 Pro is also open to purchase online, including Best Buy, Amazon, Microsoft Store, New Egg and B & H. In the future, there is still hope for a future opening of the U.S. market through continued accumulation of trust.
Finally, I quote Yu Chengdong again: 'With such efforts, Huawei is closer to US consumers than ever, and we firmly believe that as long as the products are competitive and can truly bring value to consumers, they will eventually choose Huawei.' (Set micro / Xu Lun)
2, Apple iPhone explosion in Italy caused 7 hospitalization;
January 10 (Reuters) - On the morning of the 9th, in Italy, an iPhone store in Zurich, Switzerland, exploded with an iPhone cell phone battery, wounding one person and poisoning seven people. Over 50 people, including employees and customers, were in an emergency evacuation.
Italian media have reported on the matter:
Italy "Evening Post": iPhone battery exploded, a clerk injured, the Apple Retail Store (App Store) emergency crowd.
Italy "Messenger": Switzerland Apple Store (App Store) iPhone battery explosion, 50 were dispersed, 1 staff member was injured, 7 people were treated.
Italy ilMattino Web site: Swiss App Store iPhone cell phone battery explosion, 50 were dispersed, 1 clerk was injured, 7 people were treated.
The Italian "Messenger" quoted the local media "20 Minuten" on the 9th as saying that the accident occurred in the Apple Store in Zurich's famous shopping boulevard (Bahnhofstrasse) .At about 10 am, a clerk removed the battery from the iPhone, The battery exploded on his hand and the clerk's hand was wounded and the smoke from the blast immediately filled the store as more than 50 people, including staff and customers, were evacuated to the outside on an emergency basis. Fire and ambulance officers then Rushed to the scene, seven people were unwell due to inhalation of harmful gases were rushed to the hospital.
Initial investigations revealed that the injured employee was repairing the cellphone at that time and the explosion occurred while he was removing the battery.At present, the police are investigating specific reasons, the British "Mirror" said the explosion caused by cell phone battery overheating, but the report did not disclose the occurrence What is the model of the explosion
3, Li Dongsheng: TCL will not give up mobile communications business absolutely confident;
TCL Group Chairman and CEO Li Dongsheng Xu Wen from Las Vegas
Sina Finance News Beijing January 10 news, CES2018 in the United States on January 9 formally opened in Las Vegas, the United States Casino US time January 9 afternoon, TCL Group Chairman and CEO Li Dongsheng and Sina financial dialogue one by one response to the TCL stock price is underestimated, TCL communications business restructuring progress, the next three years the trend of China's home appliance market forecast, TCL overseas market expansion and other issues.
Li Dongsheng scored 85 points for the performance of the company's TV sales in 2017. Turning to the sluggish share price of the group, Li Dongsheng admitted frankly that the valuations of companies operating in the mixed-capital operation in China's capital markets are generally lower than those of professional management companies, that enterprises do a good job and investors naturally Will give the company due value, this matter should be more in the long run .For the reorganization of its TCL communications process, Li Dongsheng stressed that TCL will not give up the mobile communications terminal business, there is absolutely confidence to do, he himself as TCL CEO In addition, he disclosed that in the future, TCL will also focus on the extension of the existing industries to acquire or participate in some enterprises; this year or to establish an artificial intelligence institute in a certain country ......
The following is an excerpt Q & A excerpt:
Q: TCL Group sold 23.774 million LCD TV sets in 2017 to nearly 24 million units, an increase of 15.9% over the same period of the previous year, further narrowing the gap with the sales volume of first-tier Korean manufacturers. Sales volume in emerging markets such as North America and Brazil continued to grow strongly As chairman, you give TCL this performance a little?
Li Dongsheng: 85 points, this is a relatively good result.
The good markets for TCL in 2017 are in the United States, China and Latin America. Last year, TV sales in the United States increased from 1.75 million units in 2016 to 40 million units in 2017 and entered the whole channel. We are confident that 2018 will remain strong Growth in Latin America continued to maintain steady growth in business; China has also greatly improved the situation in the domestic color TV market last year, brutal competition, we achieved a contrarian growth. Poor performance of the market is the European market, did not meet the expected goals I think there is still great potential for the Middle East, Africa and Russia markets in the future, and the Indian market has just started. These deficiencies are our future opportunities.
Q: Compared with some competitors such as BOE, TCL Group's share price performance is not satisfactory. How do you see the market for this valuation difference? When TCL Group's stock price can be reasonably repaired?
Li Dongsheng: According to regulatory rules, I can not directly comment on the company's stock and capital market performance, I can only be interpreted according to the company's business logic.
Indeed, in the Chinese capital market, the valuations of mixed-operation companies are generally lower than those of professional management companies. The inherent logic is that mixed operations tend to easily lead to the decentralization of resources and fail to achieve the desired results.
Therefore, starting from 2016, we begin a new round of changes and are aware of this issue. However, the direction of TCL's diversification is unwavering. We will continue to provide the terminal products, semiconductors and artificial intelligence applications for Internet services As the main business pivot.
We made some subtractions in 2017. As promised before, by the end of 2018, the direct management of the second-tier institutions under the Group will decrease from over 50 in 2016 to under 30. This work is in progress and we will gradually strip off the reorganization of non-core Business, this work has made great progress in 2016.
In the semiconductor industry, we will continue to increase investment in the semiconductor display industry, most of our indicators are beyond Samsung, it does not mean that we have the most profits, but our efficiency and profit margin is the highest in the industry.If we have the same The input of resources will mean that our profitability is the highest in the industry.
I think, companies do well, the market will naturally give investors the value of the enterprise from the company's point of view, I think it should be more in the long run.
Q: Since the delisting of HKEx from SEHK in September 2016, the business restructuring has been actively promoted within TCL Communication Co., Ltd. Is there a chance that the TCL Communication Sector will comeback in the future?
Li Dongsheng: We absolutely have the confidence to communicate well.I also serve as CEO of TCL Communication, internally express a kind of determination, give confidence to the team, and externally expressly swear that as an indispensable strategic pillar of TCL, mobile communications will not give up Communication terminal business.
We did not do well in the past, and last year's performance was very bad, but it does not mean that we have no chance in the future. Objectively speaking, the telecommunications industry was really grim last year, many competitors were eliminated. I believe this kind of thing will continue to happen in 2018, but TCL will continue to exist in this market, I believe the future TCL mobile communications will certainly be able to find opportunities to re-establish our strengths.
Q: After the introduction of strategic investors, such as purple, the TCL communications business will have any impact and change?
Li Dongsheng: Why the introduction of strategic investors? One is to strengthen the power of communication synergy, the second is financial considerations. The new investors to join the group for the overall financial position will be improved. On the other hand, the addition of investors also shows Investors are confident that our business will turn around and continue to grow.
Q: TCL next step is looking for new business point? There is no merger and acquisition cut into the plan?
Li Dongsheng: On the mergers and acquisitions, this has a great opportunity to traction factors. We develop the way to mergers and acquisitions, or to grow their own way can look at what industry. In the future we will buy shares of some companies around the current extension of the industrial layout, But not necessarily every project is so large.Now the economy is developing rapidly, the commercial market opportunities and demand is great, we will look for opportunities in this piece.According to the company's development strategy, if you can do it yourself, if there is M & A, equity participation opportunities, we mergers and acquisitions, shares, eclectic.
Q: Will the North American market, as one of the markets with the largest contribution to TCL performance in the past year, continue to increase investment in the future?
Li Dongsheng: North America's main goal in the future is still in accordance with the existing direction, the gradual shift from the quantitative growth to the quality of growth, specifically to enhance our brand reputation in the North American market, improve brand value, which is to raise the average price of branded products. In 2018, 2019, 2020, the average selling price of our products is on the increase each year, which means that the proportion of our high-end products is rising rapidly.
Usually, I rarely increase the budget below, but in North America, I suggest increasing the budget and increasing the investment in the brand and market construction.He asked me what can I do if my profits do not reach? I say to see how you do it. Putting it in means brand value You will raise the price up, then you put back the money to come in. We must go to narrow the gap with Sony, Samsung.
Q: How do you predict the trend of China's home appliance market in the future?
Li Dongsheng: In the next 3 years, the traditional home appliances in China will still grow steadily and the quantity will not necessarily increase. However, with the powerful functions such as larger size, higher intelligence and higher selling prices, the sales revenue and the market will increase Scale; In addition, with the development of intelligent technology, many new products will be derived early form, so that consumers feel fun, easy to use, so that more and more products, if there is some disruptive innovation that suits the needs of consumers A short time will bring an increase in the market, we are paying close attention to this aspect, also is making corresponding efforts and layout.
Q: At present, many home appliance manufacturers are laying out artificial intelligence related fields, including AI applications. What are your plans for this?
Li Dongsheng: Artificial Intelligence is one of the two technical fields that we focus on developing. The same product, whether it is a mobile intelligent terminal or a smart home appliance under development, has a very promising business future in artificial intelligence. AI is definitely a big technical direction , Now the application of AI is not enough, the experience is not so perfect, this is an inevitable stage of the development of new technologies, I am very sure, AI must be the future application of various technologies.
We have also agreed that the future direction of artificial intelligence development, deep learning is the foundation, mathematics is the foundation, we have to join in this field.Currently TCL has been the layout, one is sponsored by the famous Chinese mathematician Professor Yucheng Cheng Tong at Tsinghua University's Mathematics scholarship; Second, perhaps this year, we will establish an artificial intelligence institute in a country where mathematics is particularly developed.
4, smart speaker market in 2017 increased by more than 80%, will replace the smart phone to become the new entrance?
According to the latest statistics from market research firm Slice Intelligence, the sales volume of intelligent voice assistants (voice intelligent speaker devices) for 2017 has been increased by 80% year-on-year in the whole year of 2017, and the average consumer purchases more than one.
The current number of smart voice assistant products, the various international giants have layout, including, Apple's Siri, Microsoft ice, Google assistant, Samsung Bixby, there are figures show that digital assistant market share will reach 3.6 billion US dollars. Is the most successful of these 'assistants'. From the current competitive landscape of intelligent speaker market, Amazon still occupies the leading position.
Data show that Amazon Echo Dot sales increased 70% in 2017, accounting for 54.1% of total equipment sales, ranking first in all devices.Google Home Mini sales growth of 51%, accounting for 16% of total sales, ranked second Amazon Amazon sales though Year-on-year decrease of 18%, but still accounted for 13.5% of sales volume, ranked No. 3. Sales ranked fourth and fifth in terms of equipment were Google Home (6.5%) and Amazon Echo Show (4.6%). Total Amazon Sales of Echo devices accounted for 76.6% of the total sales of all devices; Google Home devices accounted for 22.6%; Sonos One of the well-known home audio operators Sonos launched in October 2017 is 0.8%.
Slice Intelligence said there is a strong correlation between device sales and pricing, with consumers still preferring to buy lower priced devices such as the Echo dot, which sells for an average of $ 37.05, and the average selling price of $ 28.80 Google Home Mini device sales accounted for the entire market, respectively, the ratio of 1, while the highest average selling price of Sonos One and Google Home Max sales ratio is located in the last two.On average, the device consumers are buying Of which more than one device.Among them to buy the Google Home Mini device, the highest repeat consumer buying rate, the average consumer to buy 1.6 units.Each second are Echo Dot and Echo Show equipment are 1.56 units.Google Home equipment to 1.3 units , Ranking fourth.In addition, although the Sonos One device as a result of the launch later, coupled with the high price, making the device sales accounted for the second place, but the average number of consumers to buy the device 1.24 units in all devices Ranked fifth.
In addition, two-thirds of smart voice devices, such as Amazon Echo or Google Home, reduce the frequency of use of smartphones, according to the latest survey released by technology consulting firm Accenture.
This result suggests that the next major trend in consumer technology will revolve around digital voice assistants, which could have implications for smartphone makers such as Apple and Samsung, which lag behind Amazon and Google in this emerging field, Sixty-four percent of respondents reduced the use of mobile entertainment, 58% reduced the use of mobile shopping, and 56% reduced the use of mobile search.
The survey also predicts that if the findings reflect real actions, the number of digital assistants will soar by 2018. In the United States, Accenture estimates that 21% of Internet users now own such devices and by the end of 2008 will reach 37%. In India, this figure will increase from the current 14% to 39% by the end of 2018.
Clearly, smartphones dominate the minds of today's consumers, but smartphones are lagging behind in the field of home digital assistants.
Orient Securities Institute pointed out that the domestic sales of smart speakers and the dismal consumer habits related to user training takes time.Compared with Amazon Echo 10 million sales volume, the domestic branch news and Jingdong joint release Dong Ding speaker sales seem to be less than In addition to possible differences in the technical and application levels, the rooted soil environment also has inherent differences.
5, Liu Jun to restart Lenovo brand ZUK hopeless resurrection;
Set of micro-channel news, (Luo Ming / text) Internet manufacturers who can say that the words of the big guys? Ma said not to do the game, and later Alibaba did the game, Liu Jiang Feng said did not get into the Coupe, and later Jiayue Ting appointed him Cool CEO, Yu Chengdong said 1080P resolution is enough, and later Huawei introduced a 2K resolution mobile phone, Lenovo said to abandon the Lenovo brand, and later .........
Picture source: Lenovo Liu Jun
According to ZUK2018 fans fan club release group announcement said Liu Jun, executive vice president of Lenovo Group and China president at the 2018CES show, said this year Lenovo will re-enable the 'Lenovo' brand, China and foreign users are still very different.
Source: ZUK2018 fan club
In fact, Lenovo re-enable the 'Lenovo' brand, has long been clues, since we first exposure Lenovo's first full screen dual-camera 1000 K320T from the beginning, beginning with Lenovo, it means that 'Lenovo' brand's resurrection, there is no official announcement It's
Picture source: Jingdong
Photo source: QQ group screenshots
Liu Jun announced the opening of the 'Lenovo' brand, which means ZUK brand hopeless resurrection, from previous reports, this year Lenovo will implement Lenovo + moto's dual-brand strategy, from Liu Jun's speech, not unexpectedly Lenovo is the flagship domestic, moto flagship foreign, although for ZUK fans, although a bit uncomfortable, but the fact that, with the usual Lenovo, this year's domestic mobile phone market, Lenovo is a backwater.
6, double-click 666! Vivo announced the next screen fingerprinting technology business this year; set micro-network news, (Luo Ming / text) in the early days before our an article "AI face unlock together 2018 smart phone popular keyword prediction" article Mentioned in the screen to unlock the fingerprint may become an essential feature of this year's smart phone products, originally intended for commercial use by the middle or end of the year, but did not expect everything to come so fast.
Photo Source: Ni Xu Dong Spark
This morning, vivo senior vice president Ni Xu Dong sparks microblogging said at this year's CES 2018 (Consumer Electronics Show), vivo pioneered the first screen fingerprinting technology, and brought the world's first mass production of screen fingerprint recognition mobile phone They set up a research and development team of nearly a hundred people and made repeated improvements on such issues as product stacking, structural design, chip sensitivity, screen thickness, etc. The phone was eventually successfully displayed and we are expecting to meet with you early in the 18th year.
Photo Source: Ni Xu Dong Spark microblogging screenshots
Since then, vivo smartphone forwarded his microblogging, emphasizing Road: 'Key points: screen fingerprint recognition mobile phone, mass production, 18 years to meet you earlier'
Photo Source: Vivo Smartphone Weibo
From the previous 3C quality certification center exposed vivo new phone models - vivo X20Plus UD, the UD suffix meaning the answer has basically been announced, that is under the fingerprints (UnderDisplay).
Source: Ministry of Industry official website
From the network to the vivo announcement of the official business, not surprisingly, the first screen unlock fingerprint mobile phone is vivo X20Plus UD, as to when released, about the first half of this year, the follow-up situation we will focus on.