2. India raised the import tariff on mobile phones to 20%. Xiaomi will bring suppliers to India to set up factories this year
3. Music Watch: Jiayue Ting shares or the actual controller of the deposit kept variable
4. Lei Jun shares over 18 new three board companies
5.LG acknowledges mobile phone business exit the Chinese market
6. Was iF Design Award brush screen! Huawei millet Meizu glory of the United States have taken Sharp
1. 2017 Q4 global mobile phone rankings: Apple super Samsung into the first, millet replaces oppo fourth
Set micro-February 2 reported
Today, IDC, the world's leading data research institute, announces the latest mobile market report, including 2017 global smartphone shipments and rankings, as well as the latest Q4 data.
Let's start with the surprising Q4 figures, which show that worldwide smartphone shipments in the fourth quarter of 2017 were 403.5 million units, down 6.3% from the 43.7 billion in 2016 Part of the reason is because consumers are not in a hurry to upgrade a new generation of high-priced flagship handsets, which saw declines in the fourth quarter of last year from markets such as China and the United States.
Specific changes in the ranking there have been major changes, Apple unexpectedly surpassed the Samsung ranked first, millet replaced OPPO fourth, Huawei is the third in the world.
Fourth quarter Apple iPhone sales reached 77.3 million units, back to the first smart phone market, the market share of 19.2%. The main reason is that Apple released last year, iPhone8, iPhone8 Plus and iPhoneX three new machines. Samsung shipments still reached 74.1 million units, the market share of 18.4%, the two still firmly occupy the first camp.
The second camp is only a Huawei, sales of 41 million units, the market share of 10.2%.
More interesting third camp OPPO and millet exchange position millet to 28.1 million sales exceeded OPPO ranked fourth.Opppo sales of 27.4 million, the market share of 6.8%.
Compared with the same period of last year, only the sales volume of millet went up by 96.9% year-on-year, while the levels of apples, samsung, Huawei and OPPO all dropped to varying degrees. The analysis shows that the substantial growth of millet is in line with the growth in millet in India and the southeast Xinxin Market Earlier data show that millet in the fourth quarter of 2017 shipments in the Indian market reached 8.2 million, a market share of 27%, more than Samsung's 7.3 million shipments, becoming India's first.
Taking a second look at 2017 full year data, total global smart phone market shipments were 1.47 billion units, down less than 1% from 1.473 billion in 2016. The rankings remained basically unchanged, followed by Samsung, Apple, Huawei, OPPO , Millet.
Samsung is still the leader in the global smart phone market for 2017 with full-year sales of $ 317.3 million, up 1.9% from $ 311.4 million in 2016. Apple's full-year 2017 sales were 215.8 million Taiwan, an increase of 0.2% over 215.2 million in 2016.
Huawei shipped 153.1 million units, an increase of 9.9% from 139.3 million units in 2016. The Mate series and Honor sub-brands continued to drive critical mass in many markets while the Y series thrived in the low-end market.
Last year, OPPO still surpassed millet, accounting for 7.6% of the global market with 111.8 million units, ranking Xiaomi the fifth with 92.4 million units shipped.
From the annual shipments, the top five manufacturers in the world have seen their market share up year-on-year last year, of which the largest increase of millet reached 74.5%, while the rest of the manufacturers experienced a 11.7% decline. This also shows that the global handset market continues to provide big manufacturers Concentrated. (Proofreading / small autumn)
2. India raised the import tariff on mobile phones to 20%. Xiaomi will bring suppliers to India to set up factories this year
Set micro-February 2 reported
According to foreign media reports, the Indian authorities said Thursday that it plans to raise the tariff on imported handsets from 15% to 20% from April 1 to protect the local manufacturing industry.
It is reported that this is the second time in more than a month that India has raised tariffs on mobile phones. In December last year, India had just announced that tariffs on mobile phones would be raised from 10% to 15%. India's Finance Minister Arun Jaitley also said he plans to increase the use of mobile phones and TVs Tariffs on spare parts and accessories, he said: 'This measure will promote the creation of more jobs in this country.'
As the Indian government frequently raised its import tariffs, it attracted opposition from all governments, and India's financial media BusinessLine reported that after India announced tariffs on mobile phones and base station equipment last year, it sued many countries and regions around the world, India is accused of violating the WTO's Information Technology Agreement.
Allegations against India include Japan, the European Union, Canada, the United States, Taiwan, Norway, Vietnam, Thailand, Singapore, South Korea, and Australia.
A trade expert in Delhi, India, said that instead of lifting tariffs, India this time instead increased tariffs and will make other World Trade Organization members angry that India will face WTO trade disputes.
However, accusing India of appeals appearing to seem indifferent, they claim that the main purpose is to encourage the development of Indian manufacturing industry for the tariff increase insiders said the victims not only Apple, more importantly, will damage the interests of Chinese manufacturers.
Data show that China's handset manufacturers in India's smart phone market, the total share of more than 50%, while only two years ago, Micromax, Karbonn Mobiles and other Indian local manufacturers also accounted for more than 54% of the share.
Insiders said that the Indian government is nothing more than trying to make the smart phone manufacturing industry shift to India, and a few years ago in India layout factories in China less affected.
According to reports, vivo in India has a largest factory overseas, with more than 1,000 employees, a monthly output of 1 million units of the factory, has been fully loaded with production. OPPO almost at the same time vivo plant in India, the site Noida, Production capacity is larger, producing 1.6 million cell phones a month. Currently simple assembly, more complex production processes will be completed.
The new Jin Lixin plant will be built in Haryana, northern India in September 2016. With an area of 50 acres and a planned annual capacity of 30 million handsets, Jinli will invest 5 billion rupees (about 495 million yuan) Factory plans to put into operation within 2 years.
Millet is currently not building its own factory in India. Earlier it was reported that at present, mainly in Foxconn in India, Foxconn re-build two manufacturing plants in India, while the latest data show that millet in the fourth quarter of 2017 shipments in the Indian market Reaching 8.2 million with a market share of 27%, surpassing Samsung's 7.3 million shipments and becoming number one in India, which will also accelerate the pace of self-built millet factories.
According to set micro-network understanding, Xiaomi plans to lead suppliers to visit and set up factories in India this year. (Proofreading / Xiaoqiu)
3. Music Watch: Jiayue Ting shares or the actual controller of the deposit kept variable
Set of micro-channel news, February 2 evening, LeTV released unusual fluctuations in the stock market announcement, LeTV shares have three consecutive trading days closing price deviation from the value of the cumulative reached more than 20%, according to the "Shenzhen Stock Exchange Trading rules "and other relevant provisions belong to abnormal fluctuations in stock transactions.
Announcement, Jiayue Ting 102,426.66 million shares held by the company, accounting for 25.67% of the total share capital, of which 1,019,539,800 shares have been pledged to financial institutions, there is the risk of being disposed of by the relevant institutions can not be timely additional guarantees, which may lead to the actual controller Changed.
In addition, the Company has formed a large amount of related receivables and prepayments by way of capital transactions such as sales of goods, provision of services and other prepaid expenses to related parties controlled by Mr. Jia Yunting since 2016. As of 30 November 2017 , The above related parties to the listed company's outstanding balance reached 7530000000 yuan.Although the company is actively involved in arrears collection of related parties, but there is still the risk of recovery.Up to now, some of the company's related accounts receivables have not yet recovered , There have been companies to form a large number of upstream suppliers unable to pay the debt, a large number of debt defaults and litigation and other issues.
As of yesterday, the music video resumed trading after the stock price has fallen more than half.At the same time, Music Watch promptly said that the company a debt of 5.619 billion yuan will expire in 2018, which is apparently worse for the music funds in the dilemma.
4. Lei Jun shares over 18 new three board companies
It may be an important capital year for Lei Jun and Xiaomi in 2018. Under the overall market rumor of Xiaomi, Xiaomi's ecological chain enterprise Hua Mi Technology may take the first step to enter the market of the U.S. Nasdaq. Lei Jun has invested directly or indirectly in at least 18 companies.
Founded in January 2014, WMI Technologies, which manufactures products such as the Millet Bracelet, filed a prospectus with the SEC on January 12. It is reported that the company will be listed on the NASDAQ Global Market on February 8 Trading, to be listed code is HM.
Leifu favored the new three-board market.Shanghai Securities Daily reporter based on public information statistics found that as of February 1, Lei Jun directly or indirectly invested in at least 18 new three board listed companies, including seven innovation-level enterprises.
The most outside world is known as the new third board company power future, is the first millet ecological chain for the capital market enterprises as of February 1, the power market value of 436 million yuan in the future, as far as the financial data, the power of less than Wal-Mart Technology.Mami technology prospectus shows that although the company did not turn around profitability until 2016, but the year has achieved a net profit of 23.94 million yuan, the same period operating income is 1.556 billion yuan.And the power of 2015 will have been profitable in 2016, The annual net profit of 9.5782 million yuan, revenue is 139 million yuan over the same period.
Lei Jun participated in the investment of the new three companies, the profitability of the performance of different.In the first half of 2017, the highest net profit of the easiest point of the world to achieve a profit of 179000000 yuan, Kay Rucker, and a technology, such as Bekesi companies are still loss.
From the investment time, in the early days of millet, Lei Jun served as an 'angel investor' in the incubator phase in his personal capacity. In July 2010, he personally acquired shares in mobile marketing companies and technology. In August of the same year, Lei Jun contributed to the server hosting company Shanghang Science and Technology was founded, accounting for up to 57.15% (the latest shareholding ratio has dropped to 22.04%.) In addition, Lei Jun also through Beijing Zhongguancun competing Investment Management Co., Ltd., in September 2012 shares Innovative company Virgin Creative.
After millet entered its peak, Lei Jun started to invest indirectly through joint venture investment companies, for example, in 2011, Lei Jun participated in the founding of startup and growth companies Shun Shun Capital, which mainly invests in mobile Internet and smart hardware. In December, millet set up Tianjin Venus Investment Co., Ltd. (hereinafter referred to as 'Venus Investment') looking for strategic investments in growth companies that are compatible with millet ecological chain.
Since 2014, Venus Investment and Suzhou Industrial Park Shunwei Science and Technology Venture Capital Partners have all participated in the investment of Power Future, EasyDelta, Kay Rucker, Hairun Pictures, Egret Technology (delisted) and Bicos, etc. In addition , Venus Investment participate in the Suzhou Yogurt Internet Venture Capital Investment Center, the shares of the Haier Group, a listed company Raytheon Technology.
Lei Jun also Jinshan software, cheetah mobile, Thunder network, has indirectly participated in the transit Branch, heart tour technology, Magic show technology, Anyuan shares, Dien Si, Yue Chuan network, and other new three board companies.
5.LG acknowledges mobile phone business exit the Chinese market
Encounter Chinese manufacturers rolled LG mobile phone business retreated steadily
China Business Paper / Fu Bi Xiao, Li Jing
On January 25, 2018, LG Electronics reported fourth quarter and full-year earnings for fiscal year 2017 with strong revenue and profit growth but a more severe loss from the LG mobile division, which showed that in the fourth quarter of 2017, LG Mobile suffered a loss of 190 million U.S. dollars. In 2017, LG sold 13.9 million mobile phones, down 1% from 2016.
It is noteworthy that since the second quarter of 2015, except for a small profit in the first quarter of 2017, LG's handset business has been at a loss.
In response, LG said that Huawei, OPPO, vivo, etc. The rise of China's handset makers, as well as the rising cost of parts are the reasons for the loss. February February "China Business" reporter came to the LG Beijing office, a The representative of LG Beijing Office frankly stated that "the mobile phone business has withdrawn from China" and did not comment on the reporter's interview.
Extruded by Chinese manufacturers
Globally, LG's market share is indeed squeezed by Chinese handset makers.
At present, North America is the largest market for LG mobile phones, accounting for about 45% of the total, followed by the Latin American market with nearly 20%. The rest of the market includes Europe and Asia Pacific, such as South Korea, India, Japan, Australia Wait.
In 2017, the performance of LG mobile phones in various markets is not optimistic.
In the North American market, faced with rivals such as Samsung and Apple, LG's high-end mobile phones performed poorly, with a slightly higher share of LG in the low-end mobile phone market in the US However, in this market, ZTE's sales of mobile phones momentum is very strong.
From the Latin American market point of view, Lenovo acquired Motorola, with the advantages of the original operators and channels of Motorola, Lenovo mobile phone has gained a lot of market share, Huawei, ZTE, TCL in Latin American market is also good performance, these companies are right LG pose a threat.Country research firm CounterPoint data show that from the third quarter of 2016 to the third quarter of 2017, LG mobile phone market share in Latin America dropped from 10.4% to 9%.
In the European market, Huawei's competitiveness is even more obvious. 'Originally LG, Sony in the low-end market in Western Europe have had a large share of Huawei into Europe later, with a larger market and more competitive products Defeated the two brands.And Huawei also established an advantage in the channel, such as most of the operators and Huawei have infrastructure cooperation, which will help Huawei mobile products into the operator channels.Jia Mo said to reporters.
At the same time, Huawei is also increasing emphasis on brand upgrades, market research firm GfK data show that from January to October 2017, Huawei's high-end brand glory in Finland, Russia's market share ranking has entered the top three.
In the Asia-Pacific market, LG's performance is divided into two situations: in the developing regions of South Asia and Southeast Asia, LG mobile phones with low and medium-end routes are severely squeezed by Chinese brands such as Xiaomi, OPPO and vivo etc. The performance of millet in the Indian market Particularly eye-catching, the data show that in the first half of 2017, millet in India's performance increased by up to 328%.
In South Korea, Taiwan, China Hong Kong and other countries and regions, LG still retains a certain share of the high-end mobile phone market, but Jia Mo pointed out: 'The market size is limited in these regions and the market is relatively more solidified. Huawei, OPPO, etc. Not devoted much effort to developing the market.
According to market research firm CounterPoint, the global market share of Chinese handset brands rose from 39% to 48% from Q2 2015 to Q2 2017. Market research firm IDC released the first quarter of 2017 global smart phone sales data show that the top five mobile phone manufacturers were Samsung, Apple, Huawei, OPPO, vivo. China's first-line mobile phone manufacturers overseas shipments increased substantially at the same time, a plus , Meizu, audio and other brands in the international market also have decent performance.
'This year, China's mobile phone market share in overseas markets will continue to grow rapidly.' The first mobile phone industry research institute president Sun Yan Biao made this prediction for this reporter.
Under the powerful offensive again and again
In the strong offensive competitors, LG mobile phone's own problems can not be avoided. 'From the design, LG mobile phones can not find the kind of consumer really like the feeling that the system is not easy to use. Machine those things' told this reporter said.
Sun Yan Biao pointed out: 'LG in recent years there is no major technological innovation, especially in the absence of its own chip, at the same time due to production, sales is not big enough, it is difficult to build the industrial chain advantage, therefore, its high-end machine gradually lose its competitiveness.
The LG G6, the annual flagship model released by LG in 2017, is a Qualcomm Snapdragon 821 chip, while the competitor Samsung Galaxy S8 uses a newer generation of the Snapdragon 835 chip, which is clearly at Disadvantages, which also adversely affected its sales.
At that time LG reason was unable to get Qualcomm Snapdragon 835 chip, with its production is not large enough size. 'Qualcomm is more inclined to give the first batch of high-end chips to their more reliable cooperation in the past partners such as Samsung, Millet, etc., these mobile phone manufacturers orders large enough, the brand is strong enough. In contrast, LG cell phones at a disadvantage. 'Jia foam to this reporter explained this way.
The loss of the Chinese mainland market is one of the reasons for the sluggish growth in the sales and marketing of LG mobile phones. In the past few years, in the era of 3G and 4G, LG mobile phones did not seize the opportunity and managed to make them surpass the Chinese brands that are more cost effective. LG's G6 phone is not officially on sale in mainland China.
Sun Yan Biao stressed: 'LG mobile phones in Japan and South Korea although there is still some market share in Europe, but from a global perspective, the Chinese mainland market is very important, because this one is too big a market.'
At the same time, rising costs will inevitably put pressure on LG mobile phones.Reporter learned from many insiders, in recent years, the global mobile phone components prices continue to rise, the average price of all mobile phones are rising. In this situation, the emphasis on cost-effective low-end handsets will be more adversely affected.
Awkward high-end phone
The launch of LG's new flagship model has been postponed several times in 2018. Samsung's Galaxy S9 and S9 + will be unveiled at the World Mobile Conference (MWC) in late February 2018, while LG said it will not launch a new flagship model.
Insiders speculate that the reason may be related to LG in the supply chain problems. '2017 G6's lesson shows that if you do not use the latest generation of chips, mobile phones in the same gear products will be less competitive, 2018 LG can not be the first time Qualcomm latest Snapdragon 845 chip, the new machine's release time may be delayed. "Jia Mo said.
At the same time, continued losses also let the market worried about the LG mobile phone business.Korean agency quoted South Korean industry sources said the LG mobile division or will cancel the high-end mobile phone business.However, LG executives said: 'We are still doing the largest Efforts, hoping to survive.
So, LG will not give up the high-end mobile phone business? As of press release, did not get a reply from LG.
In the view of industry insiders, Sony is similar to LG in the same way that it used to be the once-famed brand. Now with the offensive of Apple, Samsung and Chinese manufacturers, the market share has shrunk dramatically and the mobile business has also become the overall performance of Sony Corporation drag.
But Sony did not give up the phone, Sony CEO Hirai Yifu even made the remark: 'The so-called industry reshuffle basically happen once every 10 years, after the reshuffle, the way people communicate great changes will happen if Sony does not continue Stick to the smart phone business, even the next time you shuffle admission tickets are gone.
If stick to the market, can there be a chance to make a comeback? Jia Mo think: 'This strategy is not necessarily effective, because if the handset makers do not go up, his supply chain and channel control will be inferior to competitors, It would be hard to think of overtaking.
And, 'You can not predict the timing and point of the next reshuffle and you will not be able to predict if you will be able to stick with that.' 'Smartphone industry veteran practitioners told reporters that the new concept of 5G and full screen is not always Can bring about the drastic change in the industry structure, only in a new technology to achieve an exclusive breakthrough in order to bring a significant change in the company's position in the industry.
Although the future is not clear, smartphones occupy an important position in the overall layout of LG.Qiao Shengjin, CEO of LG Electronics, once said to the outside world that smartphones play an important role in future key businesses such as LG's smart home and connected car.
At the same time, LG is still a major supplier of mobile phone screens. Jia Mo told reporters: 'Similar to Sony, maintaining the mobile phone business will greatly help LG maintain its position in the original mobile phone market and its technological strength, so LG will not give up its mobile phone "He also pointed out that LG mobile phones can reduce their losses by optimizing their product lines and offering more competitive products to attract customers.
6. Was iF Design Award brush screen! Huawei millet Meizu glory of the United States have taken Sharp
Set of micro-network news (text / Luo Ming) Since the hammer of Tianyao Ti took a iF design award to return to show off in a circle, many mobile phone manufacturers found that the phone can take prizes for this product can fill their home products, so have hair Force, vowing to get a prize back to China to give consumers an account: Our products won the International Award, you can rest assured to buy one of the prize is the most iF design award, and this year is simply to the extent of the brush.
Yesterday 10:04, Huawei terminal company made microblogging, including Mate 10, including five products won the iF design award, then responsible for Huawei terminal Yu Chengdong make up an equally award-winning VR2 (with Leica lens, Porsche Design body care, Huawei do not want to take the prize is difficult)
Yesterday, at 10:37, Gome announced that its U7 won the German iF Design Award 2018, the design world's 'Oscar' for its double-high-light design. shocked)
Yesterday 12:36, Lei Junfa weibo said 2018 Germany iF International Design Award, millet has 13 product awards .Mobile phone design award is very difficult, this time, millet has four cell phone awards. (Millet this momentum is very fierce, take the prize Get a soft hand)
Yesterday, at 15:43, honorable boss Zhao Ming announced his glory 9 won the iF design award. (Xiaobian impression is the glory of the first time winning)
Yesterday evening 19:13, Sharp / InFocus global CEO Luo Zhongsheng said Sharp beauty tip AQUOS S2 iF Design Award (Sharp this wave of good localization to catch up with yesterday's winning tide)
Yesterday evening 22:03, Meizu Yang, senior vice president of technology microblogging Meizu Pro7 was iF Design Award. (Meizu Pro7 behind the small vice screen design as if the mobile phone industry can not find the second home, winning is deserved )
Within a day, 23 models of our products won the iF design award, reflecting two points, First, the spirit of the Chinese manufacturers craftsmen recognized by the international community, China to create a smooth transition to create in China, iF Design Award how can the bad street; Second, the more intense competition among manufacturers, the difference is difficult, you have me Also have, you get the prize, I have to take the prize, this year seems to be not proud to go out with a prize out publicity, 'get the prize marketing' has become a routine used by manufacturers.