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1, Jin short-term non-repayment plan, cell phone vendors have "lay guns";
Set micro-mesh news, in the domestic smart phone market suffered the cold, the crisis triggered by the strain of Jin capital chain is continuing to ferment, aggravating the industry's pessimism, handset supply chain vendors have "lying gun." From the battery supplier Vico Essence, to the module supplier Ofei technology, to the panel supplier Shen Tianma, etc. have been owed payment, which owe the largest amount of arrears of technology, as of February 6, 2018, Ofeid Technology's response to Jin Li The balance of 626,017,600 yuan, accounting age are within six months.
Gold has no repayment plan to UFIDA for a short time
February 7, Ophelia announced the exchange of inquiry letter on the announcement that since the establishment of financial problems and led to the company's accounts receivable overdue, the company met with the gold repeatedly meeting to actively collect accounts receivable , But Jinli has been unable to arrange payment, and claimed that the company has no repayment plan in the short term.
In view of this, Ofeid Technologies has stopped supplying the company and taken property preservation measures against gold receivables, including:
(1) To seal up the equity interests in Jinzhong Bank and Nan Yue Bank and the equity interests in Shenzhen Jinli Telecommunications Equipment Co., Ltd. held by Liu Lirong;
(2) the first seal of more than 30 Jin Li trademark;
(3) waiting for the seizure of Jinli part of the property and industrial park land;
(4) Seize the shares and real estate of several companies under Liu Lirong himself and his spouse.
Liu Li Rong, chairman of Jin Li, was also candid when interviewed by the media. Jin Li did have a crisis in the capital chain. As a result, it became difficult to turn around the payment of money and was applied for asset preservation by the supplier after the payment of the money owed.
However, Liu Liru Ofeid technology to stop the delivery of a clear attitude of dissatisfaction with the company, adding that the debt of the Ofeid technology temporarily untreated .Liu Lirong said in an interview that 'the entire capital chain crisis, only the Offei Technology Important suppliers to stop the supply, affected by December 2017 and January this year, the withdrawal of goods dropped significantly larger, orfe Technology for 45 days affected at least 3 billion yuan loan back, orfe technology also apply for me and me Personal assets under the name of his wife.
According to Orfei technology revealed that Jin due to the tension of the capital chain, resulting in the company receivables over 600 million yuan gold overdue for more than two months, out of caution to stop the supply, while the company revenue in 2017 dollars Mention bad debt loss of 300000000 yuan.On January 31, Opry disclosed the "2017 annual results notice amendment notice" precisely because of gold receivables are not in place.
Ophelia said that the general manager of the meeting discussed the company, the company believes that the accounts receivable can be fully recovered Jin Li existence of greater uncertainty; taking into account unless Jinli filed for bankruptcy reorganization of the extreme case, the company applied for preservation The value of the property market can cover the Company's accounts receivable, so the risk of bad debts accrued in the accounts receivable of the gold company can be controlled within 50%, provided the bad debts of 300 million yuan.
Affected suppliers also have letters and communications
Throughout the cycle, Orfei Technology is a camera, touch, fingerprint identification module suppliers, which has been a supplier of Jin Li. 2017 Ofent Technology on the Golden Ratio of its revenue share of how much?
Orfe Science said that in the first three quarters of 2017, Jinli's contribution to the company's revenue accounted for less than 4% of the company's total operating income.
According to Orfei Technology released third quarter 2017 revenue report shows that from January to September 2017, the company revenue 24.457 billion yuan; net profit of 10.22 billion yuan, of which 4% of the revenue accounted for 978 million yuan That is to say, in the first three quarters of 2017, Jinli did not receive 978 million yuan in revenue from Omni Technology.
According to Orfei Technology revealed that since November 2017, Orfei Technology has stopped the shipment of gold, the company is expected to Jinli 2017 revenue share will be further reduced.
Orfe Science and Technology said that as the United States and Europe for the first-line smart phone manufacturers at home and abroad suppliers, and the relative dispersion of customer structure, Jin Li incident on the actual business impact is not large, while benefiting dual camera module market share and penetration rate accelerated The first quarter of the company's business is not short off-season, the current production and operation of all normal.
In contrast, Vitaly's battery supplier Vico Essence is not so lucky. January 26, Vico essence release announcement, as a subsidiary of Veken Battery's first customer Jin owed receivables 84,099,900 yuan, The company may be implemented delisting risk warning.
According to the Veken Elite Bulletin said that Veken 2017 annual estimated net profit of about 59970000 yuan, but due to Veken battery was gold delinquent owed 8409.99 million yuan receivables, such as the ultimate unrecoverable, the maximum may result in Veken Battery A loss of 24.13 million yuan because Vico essence of the loss occurred in 2016, if this year continues to loss, Vico essence stocks will be 'wearing a hat.'
In addition, it has been disclosed that there are still deep pheasants affected by the affected suppliers.Petitian Ma recently said in a statement that the Company individually provided for bad debts of approximately RMB 176 million (unaudited) on impairment testing of major single orders, mainly Because individual customers failed to fulfill the payment obligation according to the payment date agreed with the company, Shen Tian Ma has always been the supplier of the Jin Li display, and the individual customer is regarded as Jin Li in the industry.
In fact, cell phone manufacturers and supply chain manufacturers tend to lose one glory and glory, the whole machine involves many aspects of the suppliers are far more than the above.Once there is a part of the funding chain problems, often lead to a chain reaction.
According to industry sources, in addition to the above few, the financial crisis also affect the gold chain its antenna supplier letter communications and battery providers Yan Wanda, metal shell supplier Oriental Bright is also In addition, the Jin phone Core suppliers also include touch IC manufacturers Dun Tai, electro-acoustic device manufacturers AAC technology, chip suppliers MediaTek, camera manufacturers Shun Lee / Sunny and so on.
Fortunately, even in this crisis, Jin Li's current production and sales are in the normal state, the internal stability .Li Lirong said the company is doing the sale of assets, while debt production, the company is looking for ways to sell assets Through this crisis, perhaps, for Jin Li, the winter after the winter is in the coming year. (Proofreading / Fan Rong)
2.208 Overseas Opportunities in China Smartphone Industry Anxiety;
Set microblogging / Xu Lun
'Electronic stocks are now a good time to bargain-hunting, or down relay?'
Recently, the issue of various mobile phone stocks in the stock bar discussion in full swing from the discussion process, we debate the core focus is still the smart phone industry in the end there is no future?
This issue behind the discussion, in fact, the past year the concept of mobile phone stocks appear two days of ice and snow scene in the first half of 2017 to Sunny Optical, BYD, Ofeis Technology, BOE, letter and other communications representative of the concept of mobile phones Skyrocketed 2 to 4 times.And the second half of 2017 so far, letter peacekeeping communications, Anjie technology, such as Chang Ying precision cell phone concept stocks more than 10, the share price was cut.Many stocks even hit a new low in recent years .
Figure: the trend of letter communications in the past year
Secondary market reaction is the industry truly reflect, or pessimistic? Recently I also visited the terminal manufacturers, including supply chain, industry analysts, etc., summed up their views, get a more rational answer: 'the broader market stable, structured Quotes, incremental may be '.
Smartphone sales will not avalanche, structured market continued
'Smartphone is not a popular product, it has everyone just needs, which means that the smart phone industry will not be avalanche.' An industry analyst said to me, 'At present, before the advent of 5G China's smart market will be 450 million The upside down is a high probability event.
In fact, this view can be obtained from a number of recent research published in the data.On February 6, the IDC released data show that in 2017 China's smart phone market shipments reached 444.3 million units, compared with 4.673 in 2016 Billion fell 4.9%.
Despite the downturn, the decline was far less pessimistic than the market, compared with 429.9 million in 2015 and 423.3 million in 2014. According to the data, in the past four years, the overall number of smartphones in China has remained at 4 Billion above the level.
Figure: Smartphone shipments in the Chinese market (in billions)
The company is located in:
For the future trend of the smart phone market, analysts said the broader market does not have to worry about the stability of the smart phone industry will suddenly collapse.His reason is also very simple, from the second half of 2015, China's smart phone market has entered the stock stage, affecting One of the biggest factors is the volume of mobile phone inventory.According to the United States Zenith research report, by 2018, the number of smart phone users in China will reach 1.3 billion passengers, ranking first in the world.In such a huge user base, The market will have a minimum market demand for replacement.At present, before the advent of 5G, China's smart market will remain at 450 million fluctuations.
Although the above data and opinions are widely recognized, but the author found that the decline in the industry chain seems to be more serious .This is what causes it?
Analysts said that 'most people's pessimistic mood, rooted in the current market there has been a very serious structured market.'
The company is located in:
According to the data provided by IDC, Huawei, OPPO, vivo, Xiaomi, and Apple ranked top five in the Chinese market in 2017, with their combined market share exceeding 75%, leaving only 24.3% of the market share of the remaining vendors. Among them, The remaining manufacturers fell 31% last year, the industry 28 effect is more and more obvious.
Such a serious differentiation, but also superimposed on the stock market game, so the market appeared to kill more brutal phenomenon.First mobile phone manufacturers in order to maintain growth, began to squeeze a large number of second and third tier brands market share.For example, some people think that in 2017 LeTV , The collapse of cool for millet to give up a lot of space, such a situation is expected to continue in 2018 staged.
Desire to increase, the brand manufacturers in 2018 opened the era of great sailing
However, it is clear to everyone that the ceiling effect in the domestic market is already very clear. To truly find the incremental must go overseas, it has become the consensus of Chinese brand manufacturers that Huawei, OPPO, vivo, Xiaomi, Lenovo and others have all announced This year the plan to go to sea.
First, look at Huawei, after earlier media reports that Huawei will ship this year set at 200000000. Then Huawei chairman Yu Chengdong denied in the WeChat circle of friends, he said Huawei does not particularly pursue sales.
Huawei in the end have not set a goal of 200 million? From the analysis, the authenticity of the target is still quite high.On one hand, Yu Chengdong once said that by 2018 Huawei mobile phones to become the world's second.And IDC data show that in 2017 Apple Handset sales of about 216 million units, which means to go beyond Apple, by 2018 Huawei handsets must be more than 200000000000. On the other hand, in December last year, glory president Zhao Ming said glory as an independent brand in the next three years to enter the world V. The current top five global standards is the annual shipments reached 100 million.
How to complete 200000000 yuan, including Yu Chengdong and Zhao Ming actually have given a clear answer: sea.Zhao Ming said the next three years glory overseas sales increased from 15% to 50%, which means that overseas shipments Will grow 40 million or more, reaching 50 million shipments.
Obviously this is a very difficult challenge for any handset enterprise, but Zhao Ming said the overseas market is a pit or a cake, all must personally try to know that the overseas market is the basis for future glory growth in the strategy On the other hand, he also pointed out: 'We will continue to strengthen the market dominated by Europe and other major populace while achieving an overall breakthrough in major populous countries, including India, Indonesia, Egypt and other countries to enter TOP 5 mobile phone brands.'
OPPO and vivo are also stepping up overseas layout.Oppo, for example, officially announced the end of January to enter the Japanese market.It is reported that as early as 2009 OPPO opened the global layout, in April the same year to enter the Thai market, set foot on the road to internationalization At present, OPPO mobile phone business has covered a total of 30 countries and regions in various regions of China, Southeast Asia, South Asia, the Middle East, Africa and Oceania globally.
OPPO maintains rapid growth in Southeast Asia, India and other markets.Data show that OPPO in the third quarter of 2017 ushered in the third quarter of 2017, the largest shipments in the first quarter, an increase of 40%, an increase of 81%.
Figure: OPPO in the global R & D layout
In addition, at last month's Qualcomm China Technology Summit, OPPO CEO Chen Mingyong said that next, OPPO will also enter the European market, to provide more users worldwide the ultimate technology experience.
Not to mention the millet, total shipments accounted for over 40% of overseas shipments in 2017. India in particular has become the top priority.According to research firm Canalys data show that millet in the fourth quarter of 2017 shipments in the Indian market Reaching 8.2 million, a market share of 27%, more than Samsung's 7.3 million shipments, becoming India's first January 25, millet company president Lin Bin said that from the current development of millet phone point of view, the international market if Continue the current momentum of development, millet mobile phone overseas mobile phone market share beyond the earliest can be achieved next year. Set micro-grid understanding, millet will also organize supply chain manufacturers to visit India this year, invest and build factories.
Under pessimistic industry conditions, the targets of Huawei, OPPO and Xiaomi have all been set at more than 100 million this year, mainly depending on the increment brought by overseas.
Supply chain opportunities and challenges
In the view of mobile phone manufacturers, 'unlike the previous tentative overseas layout, this round of Chinese mobile phone manufacturers will go deeper and more thoroughly.' 'He believes that on the one hand, the growth of the domestic market has stagnated and manufacturers must go to sea. As for the daring to go out to sea, China already has the most complete supply chain for mobile phones in the world.
The past few years, with the outbreak of the smart phone industry, the global electronics industry to accelerate the transfer to China and now has also grown in the domestic world-class mobile phone supply chain vendors such as the world's largest smart phone ODM manufacturers Wen Tai Technology, the global Android mobile phone The largest fingerprint chip manufacturers Top Technology, the world's largest mobile phone glass cover manufacturers Lance Technology, as well as a large number of packages, modules, components manufacturers, they have become the industry's top suppliers.
An industry chain source said: 'At present, Chinese brand manufacturers have started the era of great vanguard, and they have taken the market to foreign markets. Our supply chain companies are preparing forage in the country to support the campaign. The division of labor is clear and the situation of global domination of China's handset industry is finally realized. '
In this process, brand manufacturers will bring more opportunities to the supply chain. In the case of ODM industry, for example, most of the orders of brand manufacturers overseas will be handed over to the DOM manufacturers to do it. On the one hand, overseas markets are heavily fragmented while ODM can integrate multiple orders , Supply chain costs more advantages.On the other hand, such as Huawei, OPPO and other such big brands, if for each market to build a research and development team, the cost will be quite high, so to ODM manufacturers is the best solution.
Previously, Wen-Tech Zhang Xuezheng, chairman of the board, said that optimistic about the huge market this round of growth brought about by the world and almost all Wen Wentai also have a cooperative relationship with all operators, is very clear that all countries and regions around the world access threshold and differentiation Demand, can help customers design customized products for different markets, to help customers quickly enter different countries and regions.
Of course, there are opportunities and challenges, and the fragmented markets, multi-language and multi-version adaptation, complex geographical environment, political tax revenue, and different needs of people in different regions all pose new challenges to the supply chain.
In addition, both domestic and foreign, mobile phone market share will continue to be highly concentrated, a phenomenon that will be transmitted to the supply chain vendors.Only cooperation with big brands will have more opportunities, and many small and medium supply chain manufacturers Will usher in the reshuffle.
In short, from a rational point of view, although the growth of China's smart phone market is now stagnating, there is no need to be overly pessimistic. Due to the large amount of holdings and the need to be present, the broader market for the smart phone industry will remain stable while actively expanding overseas, Bring a new growth point.Through this round of internationalization, China's smart phones may become the real representative of the Chinese brand, the quality of China's products, completely changed the world's understanding of Chinese manufacturing (set micro / Xu Lun )
3, Lei Jun domineering propaganda Huawei OV: give me 10 quarters, return to the first domestic market;
Set microblogging news (text / Luo Ming) last year for millet is a year to celebrate, thanks to eye-catching global market performance, India for the first time in two quarters, the world's 16 countries into the top five in October ahead of schedule To achieve the goal of over 100 billion revenue raised by the beginning of the year.Lei Jun at the millet annual meeting said that its market share from the second quarter of last year, the world's top five, rose to fourth in the fourth quarter of the world.In addition to summarizing millet millet obtained over the past year Also pointed out that the new year should vigorously explore the overseas market, at the same time put forward a so that rice noodles boiling, pollen, OV powder shivering goal is to return to the domestic market within 10 quarters, the first.
He stressed: 'In the domestic market, we will launch a full counterattack and make a small victory and strive to win the 2019 local victory.'
In 2018, the scale of China's mobile phone market will see its first decline in more than a decade, while the brand concentration will also be further aggravated and competition in the industry will be even more fierce. Lei Jun said that we have no way out and can only stay ahead! China The market is the foundation of millet, is the world's largest consumer electronics market, but also the global industry competition in the heights. Only the local victory in order to continue to support the steady development of international business. Only by winning in China in order to win the world.
Therefore, the new target of 2018 millet: 10 quarters, the domestic market back to the first!
In addition, Xiaomi built the world's largest IoT platform through its large and advanced smart hardware ecosystem and cloud services, and took the lead in the domestic AI field.
In terms of patent reserves, millet is not far outdone.At present, the global cumulative patent applications has reached more than 24,000 pieces, authorized a total of 5,920 pieces, of which about half are global patents.
how should I do it?
We must resolutely move forward on the battlefield and our command headquarters are on the front line.We should take the provincial as a unit, the urban unit as a unit, and every county and even a community grid as a unit, always keep a brave and alert soil in every part of the battlefield, Must fight, bloody battle in the end.
This requires us to provide strong organizational security and management escort on all fronts, so from now on we must train and promote a large number of young cadres and build a more dynamic and more ambitious Level front command team so that every capable, ambitious, aggressive and bold young people can learn to fight in the war, rapid growth in the fighting.
From the layout of the provincial and municipal communities mentioned by Lei Jun, it seems that in the past two years, the sales volume of offline stores in Xiaomi has surged over 150 stores in the past year and a half, covering 40 to 50 cities. To open to 1000. The face of Lei Jun's domineering propaganda, as the top three in the domestic market, Huawei, OPPO, vivo will sit still? We will wait and see. (Proofreading / Fan Rong) 4, Following Guizhou, Apple Inc. landed in Inner Mongolia at the second iCloud data center in China;
Recently, Apple announced that its iCloud service in mainland China will be operated by the local service provider 'Cloud on Guizhou' starting from February 28. The iCloud files of users will be migrated to China's local server. If Your Apple ID country or region is a Chinese user who has been notified of this adjustment.
Shortly after the announcement, Apple recently held a signing ceremony for the iCloud North China Data Center Project Cooperation Agreement in Wulanchabu, Inner Mongolia Autonomous Region, which will be Apple's first data center in northern China, It is also the second data center established in China.
Under the agreement, Apple will set up iCloud North Data Center in Wulanchabu and register the entity to be responsible for the construction and operation of the project, which is expected to be operational in 2020 to provide iCloud services to Apple users in China.
Wondering why the election was held in Wulanchabu, the city is located in the 'golden latitude' of the internationally recognized cloud computing industry with sufficient electricity, with an annual average temperature of 4.3 ° C and a PUE value of under 1.26 without any action , Can make the efficiency of the data center to the mechanism.
iCloud is a cloud service provided by Apple that allows users to store 5GB of data for free, after the data was transferred to overseas servers by Apple.According to China's latest "Network Security Law" on June 1, 2017, States that all Chinese citizen or territory data related to the broadly defined national security issue must be stored on a server in China and the operator of the cloud service must be a local company.
That is to say, since July last year, Apple has signed an iCoud cooperation agreement with the Guizhou Provincial Government and Wulanchabu City, Inner Mongolia Autonomous Region to operate iCloud service data across China, implying that all Chinese users' iCloud files have been migrated to Here, shortening the distance to the data center can provide higher and faster download speeds, and on the other hand, iCloud data of Chinese users in China and China will be safer and more secure. (Proofreading / Xiaoqiu)
5, tuyere on the AI chip, just a game of foreign giants?
'Are you going to make AI chips?
Maybe this is a problem that many AI companies will encounter.
According to data from IT Orange, there were 384 investment events in the domestic AI field with a total investment amount of over RMB62.2 billion in 2017. It is worth noting that a total of 139 companies in the field of computer vision have been financed with a total investment of Reached 22.5 billion yuan, such as last year one after another refreshing financing record Shang Tang, Kuangtui.
At the same time, the high financing behind also revealed a new trend: the technology company is sinking, began to turn its attention to the field of chip development at the grassroots level.Only in 2017, there are dozens of rough estimates of foreign companies Announce to do AI chip.
In addition, some data show that in 2016, the global market size of AI chips is 2.388 billion U.S. dollars and it is estimated that the global market size of AI chips will reach 14.616 billion U.S. dollars by 2020.
Behind the Rise of the AI Terminal Chip: Edge Computing
The traditional processor is mainly the CPU, with the increase of the computational requirements, the GPU becomes the current fragrance industry in the AI industry, which is also a major factor in NVIDIA's continuous stock price rise in recent years.
The AI chip we are referring to now refers to a chip that is specifically designed to speed up the AI algorithm.
Based on the commonality and differences in computing performance, we can usually divide AI chips into three categories: FPGA, ASIC, brain-like chip and so on.
Computer Vision Corp. Dejected As revealed in an interview that the company is developing FPGA chips and the company plans to make chips out of the future. Coincidentally, they voted last year that the artificial intelligence chip company ThinkForce was purchased at the end of last year Qualcomm from the strategic investment, the stakeholders said that the chip side, Shangtang mainly Qualcomm cooperation.
At present, the main usage scenarios of AI chips can be divided into cloud (server) and terminal categories.In the cloud, NVIDIA's GPU is the dominant factor, and Intel, Google's TPU and the domestic bit continent also have launched their own Special chip.
However, with the rise of AI, the demand for computing power is getting higher and higher, and the cloud has more data pressure.
If all data processing is done in the cloud, first of all it puts pressure on the bandwidth and real-time transmission of communications, secondly information security and privacy issues, so high performance and low power terminal intelligence is put on the agenda: Put more Data processing on the device side close to the data source, some of the AI calculation of the pressure transferred from the cloud to the edge of the end.
That's what we've been saying about the edges:
Edge computing refers to an open platform that converges network, computes, stores and applies core capabilities at the edge of the network near the source of data or data and provides edge intelligence services nearby to meet the requirements of industry digitalization in agile connectivity, real-time services, data optimization, application intelligence, Security and privacy protection, which is why a growing number of AI ASIC vendors emerge.
In addition, the cloud server chip can not do anything, some servers are to a nuclear power station to power, naturally, we can only focus on the general AI terminal 'interface' chip. 'National' Thousands of people 'plan Distinguished experts, Lin Fujiang, vice president of University of Science and Technology of China Microelectronics said.
In this situation, the AI chip for the terminal side equipment also came into being.At the moment, in the traditional chip market has been monopolized by foreign giants now, AI chip will continue to repeat the same mistakes?
The tuyere on the AI chip, is the game of foreign giants? In the magnesium guest network, "do the chip as a necklace? Domestic high-end IC chip break haste it | Interview with CUHK Associate Dean, Zhejiang University professor," a article mentions:
Although China has digested nearly one-third of the market demand to become the world's largest consumer of chips, but behind the prosperity there is a cruel fact: China's domestic chip less than 30% self-sufficiency, the output value of less than 7% of the world, the market share It is less than 10%, which means that more than 90% of China's core relies on imports.