1.OPPO R15 official map debut: ultra-narrow border + screen Liu, open an appointment;
Set micro-network reported on March 3
March 2, OPPO official microblogging release the latest posters, announced the forthcoming OPPO R15, over the same period there is also a R15 dream mirror version.
Today, OPPO official website officially announced OPPO R15 official map, and opened the appointment of these two products.
From the picture point of view, OPPO R15 compared to the previous generation R11s in appearance there is a big difference, which uses the current screen design of the full screen ratio of the best form of special-shaped screen, the visual effect is amazing.As for the R15 dream mirror version, the official Although not described in detail, but speculation based on the light flowing in the poster, this will be a further breakthrough OPPO design.
In fact, the OPPO will be released profiled screen products rumors for a long time, and finally finally settled today.Once the news broke, OPPO in January 2017 has already applied for a special-shaped screen patent package, and in September the same year success Access to national authorization, the application time and authorization time even three months earlier than Apple.From the looming contours of the point of view, OPPO R15 series apparently is the use of the OPPO special-shaped screen patent package design 5 style, which is OPPO Earlier in the layout of the industry's first home-shaped screen mobile phone.
Other configurations, the news that OPPO R15 is expected to Qualcomm Xiaolong 660 or 670 processor has not been released, while still the main camera features.For the dream mirror version, there is news that the R15 will be divided into two kinds of metal material and glass shell.
As a mobile phone brand with more than 200 million young users worldwide, OPPO has always adhered to user needs as a starting point for everything and maintains a distinctive personality. We can boldly guess that the OPPO R15 camera upgrade will also be the highlight .In 2017, OPPO R11 Through dual-lens zoom achieved a breakthrough, OPPO R11s through the unique selection of dual camera and AI beauty to achieve a new breakthrough in night shots and portraits for the OPPO R15 camera, we are not clear specific innovations, but no doubt will Go further in a clearer and more beautiful direction.
OPPO R7, R9, R11 and R11s have created a series of new products after one of OPPO's 'Boutique Strategy' launched in 2015, which has brought surprises to the young market. Although the new OPPO is still in the early stage of warm-up , Announced the information is not much, but we all believe that OPPO R15 by no means ordinary.
In the past 2017, OPPO steadily increased, IDC data show that OPPO global sales reached 118.1 million units in 2017, ranking second in the country and fourth in the world.More importantly, relying on the Chinese domestic market, OPPO Influence is gradually expanding to the world.
At present, OPPO has established six R & D centers around the world and has more than 30 overseas markets, and formally announced the recent march into Japan as the representative of developed markets. Therefore, OPPO R15 affects not only domestic users and the media Of the eyes, it is bound to become the focus of overseas consumers and the media.
2. JP Morgan cut iPhone X shipments expected: Q1 cut 25% Q2 cut 44%;
According to technology blog Phonearena Beijing time on March 3 reported that JP Morgan analyst Narci Chang in a recent investment report, substantially reduced the iPhone iPhone X shipments expected in the first half of this year: 2018 will be the first Shipments of the Apple iPhone X for the quarter were down 25% and shipments for the second quarter were down 44%.
In its latest investment report, Narci Chang said that it currently expects Apple's 10th anniversary edition of iPhone X shipments to be 15 million units for the January-March period of 2018, a drop of 5 million from the initial forecast, a decrease of 20%; the analyst cut the shipping estimate of iPhone X in the second quarter (April-June) by 44%, from 18 million to 10 million.
In announcing its first quarter earnings, Apple has hinted at strong sales of the iPhone X. In its financial report, Apple said consumers are buying iPhones at an average retail price of $ 797, well above the company's forecast of $ 755.78. The 64GB version of the iPhone X starting price set at 999 US dollars, it seems to imply that this phone is very strong sales.
Despite Apple's confidence in the future prospects of its iPhone X, other companies in the outside world have been hint of weak demand in the device market.And earlier today, the US mobile operator Sprint willing to pay zero down payment, the price of 20 dollars per month, and Users sign up for an 18-month installment contract, which means that Sprint offers users a 50% discount on the sale of the iPhone X. (Compiled / Flow)
3. "Asia Times": Yang Yuanqing and Lenovo want to rely on artificial intelligence to overturn the battle;
According to "Asia Times" reported that Yang Yuanqing does not look like a typical technical staff.He often dressed in a simple charcoal suit, blue shirt and soft pastel tie.On the surface, he is like a Wall Street bankers, rather than China's leading international brand - PC and smart phone giant Lenovo Group's head.
This dress is easy to let him describe him as a conservative, but in fact his character is not the present, Yang Yuanqing is trying to lead the Lenovo restructuring, the fourth quarter of last year, the company lost a total of 289 million US dollars.
'We are still committed to making this business profitable,' said Yang Yuanqing, now Chairman and CEO of Lenovo, during a financial conference call last month. "I said in July last year that if this goal can not be achieved, I will Resignation: I do not want to resign ... I am confident we can achieve our goal.
In spite of this, the data is still very bad.Compacted by competitors and rising component prices, Lenovo last year in the smart phone industry is struggling.
In fact, this performance has been overshadowed by Lenovo's ever-improving data centers and PC divisions.
"Lenovo needs to figure out what information they want (to consumers)," said Anand Srinivasan, an analyst with Bloomberg Intelligence. "I do not know what Lenovo represents on the phone side. I think cell phones should be mixed. '
For Yang, the answer was artificial intelligence, and last summer, Lenovo announced plans to invest at least $ 1.2 billion in artificial intelligence research and development over the next four years. "We will be the leader in artificial intelligence technology and 'Yang Yuanqing promises.' The artificial intelligence developed is more meaningful than Google's AlphaGo. '
This bold statement is also expected by the outside world.Yang Yuanqing 53-year-old started in 1989 from the parent company Lenovo Holdings, from the salesman all the way to the group leaders.
Yang Yuen-ching, known for his toughness and attention to detail, was born in a poor family in the 1970s, though his parents were surgeons, who paid their salaries in the same way as manual workers.
BusinessWeek reported: 'At the age of 8, he cooked for himself and his two sisters on the balcony of a residential area when they all lived in a small apartment. The only toy that Yang had won was a A bag of marble stones; if he wants to play a ball, he can only rub it into a ball.
Yang Yuanqing became a good student in the difficult childhood. He obtained a bachelor's degree from Shanghai Jiao Tong University in 1986 and a master's degree from China University of Science and Technology in 1988.
By 2011, he became Chairman and CEO of Lenovo Group, embracing a simple but effective philosophy.
'Our first priority is always to provide customers with the highest quality and most innovative products. This will always be our goal,' said Yang Yuanqing.According to Forbes rich list estimates, Yang's personal wealth is currently about 1.2 billion US dollars .
Under his leadership, Lenovo has grown into a conglomerate with 52,000 employees and a market capitalization of $ 6 billion. After its listing on the Hong Kong Stock Exchange in 1994, Lenovo has marketed in more than 60 countries around the world to sell its product.
According to a survey co-authored by Google, global advertising giant WPP, and UK based cross-border market research firm Kantar Millward Brown, this international approach makes Lenovo one of the most recognized names in the world.
However, behind the shiny image of the company, there are cold numbers and balance sheets with large deficits.
Yang Yuanqing told the media: 'The revival of the handset business is still our goal, but we may need more quarters to achieve this goal. We are working hard and we believe it will sooner or later be profitable. Profitability will be the key priority for this business '
With investor expectations, this will also be the key to his continued presence at the company in another plain suit. 4. Research: Apple devices, the average life expectancy of 4 years and 3 months;
The research covers Apple devices Mac, iPhone, iPad, iPod touch and Apple Watches, did not distinguish between product categories.Analysts believe that Apple sold more than 2 billion devices, nearly 2/3 of the device is still in operation, on behalf of Apple user loyalty and satisfaction.
Text / Chen Xiaoli
Dedlu considers the difference between the cumulative sales of a device and the number of existing decommissioned devices as the life cycle of the product As of the fourth quarter of 2017, Apple sold a total of 2.05 billion devices but only enabled 1.3 billion devices, equal to 750 million devices have been decommissioned, and the cumulative sales of Apple devices in the third quarter of 2013 reached 750 million, so Apple device life for the third quarter of 2013 to the fourth quarter of 2017, which is four years and three month.
Dedlu's calculated Apple device covers Mac, iPhone, iPad, iPod touch and Apple Watches and does not categorize the product.
However, Dedlu believes this data shows the healthy state of Apple's business. For example, the cumulative sales of Apple devices have exceeded 2 billion. About two-thirds of the devices are still in operation, and the device life is more representative Apple user loyalty and satisfaction.
On the other hand, this week the Wall Street Journal also quoted BayStreet Research as saying that the upgrade period of mobile phone subscribers has increased from 23 months in 2014 to 31 months this year and is expected to rise to 33 months next year. In addition, The survey also found that more and more consumers buy used mobile phones.
The BayStreet Research findings for the study there is another interpretation of the market that the pull-out upgrade cycle will affect the future performance of Apple and Samsung's flagship sales impact ithome
5. ICT: In 2017, the average price of smartphones rose nearly 20% YoY and the TOP5 share reached 71.3%.
Set micro-network reported on March 3
Recently, the China Information and Communication Research Institute under the Ministry of Industry and Information Technology released the "Report on the Operation and Development Trend of the Domestic Handset Market in 2017".
The report pointed out that the domestic market shipments in 2011 419000000, a decrease of 12.3%. 4G mobile wave tide receded, the performance of the rigid switch replacement demand weakened, resulting in the domestic market shipments over the past two years the growth trend.
From the price trend, the average price of smartphones in the domestic market in 2017 rose nearly 20% compared with that in 2016. The prices of domestic branded mobile phones are constantly rising, among which, the shipments of domestically-made smart phones with the prices of 3,000 to 4,000 yuan year-on-year Up 74.9% from a year earlier, accounting for 85.6% of the total in 2016, up from 80.2% in 2016; domestic smartphone shipments of over 4000 yuan increased by 170.8% from a year earlier, accounting for 12.7% of the total.
The concentration of the domestic handset market rose to a new high, with a total share of TOP5 reaching 71.3%, representing an increase of 15.1 percentage points from 56.2% in 2016, further expanding the leading edge of second and third tier mobile phone brands. SMEs are facing more severe competitive pressures, Especially in the second tier (6-10), the share squeezed is particularly noticeable. In 2016, the shipments from TOP6 to TOP10 totaled 14.2%, down from 9.3% in 2017.
The following is the full report:
Looking at the handset industry in 2017, on the one hand, Chinese handset brand manufacturers continue to lead the global market with increasing popularity and market share. On the other hand, shipments in the domestic market have ended their rapid growth in the past two years, Decline, the market intensified shuffling, the competition is particularly fierce.
First, Chinese mobile phone brand manufacturers have achieved remarkable results in the global market
At present, the domestic market is getting saturated and overseas has become a very important target market for domestic branded handset manufacturers.From the data released by Gartner, Chinese manufacturers took 3 seats in TOP5 in global smart phone shipments in 2017, namely Huawei, OPPO And vivo respectively, with shipments of 9.8%, 7.3% and 6.5% respectively, both up from 2016. The combined shipments of the three vendors (23.6%) increased 4.2 percentage points from 2016 levels.
In addition statistics from other agencies and well-known media reports are also showing the Chinese mobile phone manufacturers have achieved fruitful results in overseas markets: India's "Economic Times" reported that in 2017, OPPO, vivo, one plus, millet and other Chinese smart phones The brand's sales in India have all witnessed several-fold growth, with total sales up nearly 3 billion U.S. dollars. China's smartphones have accounted for half of the Indian market. According to IDC's report, in the third quarter of 2017, China Mobile made a 30.1% The market share has become the No. 1 handset maker in the African market. According to Counterpoint statistics, Huawei gained 13% share in the European mobile phone market in 2017, and ZTE and Lenovo each gained 4% and 3% respectively .
Second, the domestic market top-hit shipments, increasing market competition
(A) the domestic mobile phone market shipments decline
Shipments of 491 million units in the domestic market in 2017, down 12.3%. 4G mobile phone upgrade tide receded, the performance improvement of rigid replacement demand weakened, resulting in the domestic market shipments over the past two years the trend of growth, especially 2017 The fourth quarter of the year, shipments fell more than 20%.
Figure 1: 2015-2017 domestic handset market shipments and up
Source: China Institute of Information and Communication
In terms of product distribution, the share of 2G, 3G and 4G handsets shipments were 5.8%, 0.1% and 94.1% respectively, of which 399 million were handsets for 4G mobile handsets, accounting for 86.4% of domestic 4G handsets shipments in the same period %.
From the smartphone operating system, Android phones accounted for 82.9% of the 461 million smartphones shipped in 2017, an increase of 1.3 percentage points over 2016.
According to the distribution of domestic and foreign brands, the handset shipments of domestic brands reached 436 million units in 2017, accounting for 88.8% of the total. Domestic handset manufacturers dominated the market share.
From the price trend, the average price of smartphones in the domestic market in 2017 rose nearly 20% compared with that in 2016. The prices of domestic branded mobile phones are constantly rising, among which, the shipments of domestically-made smart phones with the prices of 3,000 to 4,000 yuan year-on-year Up 74.9% from a year earlier, accounting for 85.6% of the total in 2016, up from 80.2% in 2016; domestic smartphone shipments of over 4000 yuan increased by 170.8% from a year earlier, accounting for 12.7% of the total.
(B) the concentration of the domestic mobile phone market rose to a new high
According to the shipments of handset manufacturers to the domestic market in 2017, the total share of TOP5 reached 71.3%, up 15.1% from 56.2% in 2016, further expanding the leading edge of second and third tier mobile phone brands. For the severe competitive pressure, especially in the second tier (6-10 positions), the share squeeze is particularly evident. In 2016, the total share of shipments from TOP6 to TOP10 was 14.2%, down from 9.3 in 2017 %.
Figure 2: TOP5 / TOP10 share of domestic market for 2016-2017
Source: China Institute of Information and Communication
(C) full screen and AI technology to lead the mobile phone innovation trend
As of the end of 2017, more than 30 domestic and overseas branded handset manufacturers launched more than 120 full screen mobile phones, and full screen handset shipments in 2017 More than 50 million units, accounting for 10.2% of the total screen panel suppliers to re-line production line and process optimization to meet new needs, pre-camera, acoustic devices, antennas, fingerprint recognition and other components to upgrade and update The demand for replacement, to promote such devices to miniaturization and invisible development.
Figure 3: Full screen mobile phone shipments in the domestic market
Source: China Institute of Information and Communication
In addition to the full screen, artificial intelligence is also one of the vanes for the development of the smart phone market, and all smart phone manufacturers are paying close attention to the layout of artificial intelligence, and human-machine interaction has gradually become the trend of the times.Huawei has released the world's first AI phone chip Kirin 970 and applied On the Huawei Mate 10 mobile phone, Apple is equipped with the AI chip 'A11 bio-neural network engine' for the iPhone X. Samsung is equipped with the self-developed artificial intelligence platform 'Bixby' for the Galaxy S8 and provides 'Bixby Voice' service; Data accumulation and cloud services coupled with deep learning led to the birth of small AI products; Vivo is equipped with the 'Smarter Engine 4.0' feature on X20 handsets. The latest data from Counterpoint show that AIs or NPUs that are expected to have AI by 2020 Mobile phone will reach 1/3.
(D) improve product details to enhance user experience
Standby battery life is still the focus of attention.More and more manufacturers have chosen to give mobile phones with large battery capacity to enhance the battery life of the standby battery.In 2016 smartphones shipped more than 40% of mobile phones equipped with a 3000mAh battery. In the current battery material is not revolutionary update under the premise of fast charging through the promotion of voltage, increase the current or both at the same time to enhance the way to reduce the charging time and improve user experience has become a major hot spot in the mobile phone market.
Figure 4: Domestic shipment Smartphone battery capacity distribution
Source: China Institute of Information and Communication
CPU performance is still in the process of continuous improvement.China's domestic market shipped smartphones in 2017, accounting for 66.6% of eight nuclear processors and above, an increase of 16.8 percentage points over 2016; CPU clocked at 2.0GHz and above Accounting for 46.5% of the total, up 24.2 percentage points from 2016.
Figure 5: Domestic shipment of smart phone CPU distribution
Source: China Institute of Information and Communication
The demand for mobile phone storage space to increase.With the continuous enrichment of mobile applications, the storage capacity of smart phones put forward higher requirements from 2017 smartphone shipments of ROM distribution point of view, the most obvious growth is 32GB and 64GB , Accounting for 26.8% and 34.7% of that in 2017 from 19.6% and 16.4% in 2016 respectively.
Figure 6: Domestic Shipment Smartphone Storage ROM Distribution
Source: China Institute of Information and Communication
Third, the independent research and development of industrial chain and independent production capacity are improving
(A) domestic 4G mobile chip localization rate increase.
According to the handset shipments for the domestic market in 2017, the number of 4G handsets using domestic chips surpassed 90 million, an increase of 41.3% over the same period of last year, an increase of 7.3% over 2016. Domestic chips, while mass-produced, With significantly improved capabilities, Huawei unveiled the Kirin 970, the world's first smartphone AI computing platform with built-in independent NPU (Neural Network Unit), taking the lead in the field of artificial intelligence chips.
Figure 7: The proportion of 4G handsets using domestic chips
Source: China Institute of Information and Communication
(B) BOE and other domestic OLED panel shipments, and gradually narrow the gap between domestic display panel technology and Japan and South Korea manufacturers.
In 2016, 86.4% of domestically-made mobile phone LCD screens in China were domestically manufactured.On the OLED screen, though the pattern of monopolization by Samsung, LG and other brands has not been changed, the gap between domestically produced screens is gradually narrowing, Bring major impact of the expected major companies continue to increase the investment in OLED flexible screen, the domestic panel makers to speed up the layout, BOE has a flexible OLED panel shipments, has volume production capacity, indicating that the domestic high-end screen technology to mature gradually, Monopoly of foreign high-end display market structure will change.As capacity increases, AMOLED screen will not only be the flagship high-end patents, will be infiltrated to the low-end models.
Fourth, 2018 mobile phone industry outlook
Demand from the demand, the international market demand is higher than the domestic space.After more than 10 years of rapid development, the Chinese mobile phone market is close to saturation, although the full screen, AI and other technologies to promote the development of the mobile phone industry, but before the advent of 5G, these technologies Not enough to bring a large replacement needs.And in some emerging markets in the world, such as India, there are still growth dividends, the current Indian Internet penetration rate of only about 30% .In addition, according to CounterpointResearch findings show that about three Indian mobile phone users plan to upgrade their mobile phones in 2018.
From the perspective of competition, leading enterprises will continue to lead the expansion of the first-tier brands rely on large-scale orders, lower costs, get a higher priority to supply, thereby strengthening the lead.From Huawei, millet, Samsung to the media Disclosure of 2018 performance indicators, the overall global market slowdown in overall shipments growth or even under the background, is still flat even higher than the number of shipments in 2017.
From the technical point of view, screen technology, camera, screen material, chips and other areas there is an innovation trend. With the rapid development of full-screen mobile phone, the screen itself will be innovative, such as shaped design, shaped cutting, etc. Fingerprints and other technology updates will be followed up quickly; the camera will continue its evolution of evolution around the multi-camera, face recognition and other directions; battery material will be accompanied by Samsung's research and development of graphene batteries enabled Galaxy S9, breaking years of technology Bottleneck, triggering changes in battery technology; chip technology is focused on the combination of artificial intelligence, speech recognition, object recognition, etc. in a new generation of processors will have better performance.
6. Exposure to the first return to A shares unicorn business list: 8 BATJ;
Sina Financial News February 28, a number of media reports, regulators to guide the brokerage, biotechnology, cloud computing, artificial intelligence, high-end manufacturing if there are four unicorn industry, immediately report to the Department of issued to comply with the relevant Prescribers can implement 'report that trial' Foxconn IPO supervisory special event is a typical example.
According to Cai Xin Net reported that the first list of shortlisted CDR has been released, a total of eight companies, in addition to four BATJ, as well as Ctrip, Weibo, Netease and Hong Kong-listed Sunny Optical. The first seven companies are listed in China Internet company leader.
Another type of company is returned