1. The Jinli Dongguan factory began to dismiss the employees and asked to terminate the labor contract before the end of April.
Micronet collection March 29 comprehensive report
The impact of the Jinli debt crisis continues. Today, a number of domestic media reported that the Jinli Dongguan plant has started to dismiss its employees and requested to complete the negotiation and termination of the labor contract by the end of April this year. The report also stated that Jinli has confirmed the news.
The contents of the exposure document show that, except for special circumstances, such as female employees suffering from pregnancy, maternity and breast-feeding, and injuries during work, workers who engage in occupational-disease-related hazards do not perform occupational health checks before leaving the post, and are not included in the scope of the negotiation and dissolution of labor contracts. Others must complete the negotiation and termination of the labor contract by the end of April this year.
It is understood that Jinli is located at the production base of Songshan Lake in Dongguan, covers an area of 300 mu and has a building area of 300,000 square meters. Previously, the person in charge of the plant introduced that the investment in the base was as high as 2.3 billion yuan, and the number of manufacturing personnel alone reached more than 11,000. Annual production capacity is 80 million units. In addition to manufacturing and manufacturing, the park also provides staff with accommodation, canteens, entertainment, banking and other full-service. It can be said to be an internal small society.
The demobilization of Dongguan factory employees also confirmed media reports at the beginning of this month. In early March, some media reported that employees of some Jinli departments had received notifications of internal restructuring and the company will reorganize in the near future. Jinli Industrial Park in Dongguan will disperse, currently Most of the employees are still in a 'holiday' suspension, and the company has begun to dismiss the employees.
A person familiar with the matter said that after the employees of Jinli Industrial Park were disbanded, the company’s business practices will also undergo tremendous changes. Jinli will later manufacture handsets in the form of ODMs. The brand will retain, but will no longer produce its own mobile phones.
At the end of last year, Jin Li broke the debt crisis. Under various outside rumours, Jin Li Chairman Liu Lirong said in an interview with the media that there are three steps to solve the capital chain issue: First, introduce partners to ensure production and sales. The market is There will be the future; Second, the introduction of strategic investors, replenishment of funds, increase credibility; Third, the sale of assets to pay off debt, to obtain creditor support.
In addition to selling assets to repay debt, Jin Li is also actively seeking strategic investors to enter. Earlier rumors included the investment of Hisense, but it was immediately negated by insiders. In addition, there is news that Jinli has received hundreds of millions of dollars in financing and the funds will be used to In the new company, it will carry out reorganization and self-rescue. Jin Li has been looking for key employees to negotiate and signed up to the new company, Shenzhen Zhisheng Technology Co., Ltd.
2. Lei Jun, Liu Zuohu Tucao chip is too expensive Domestic mobile phone prices?
'Nine Dragons 845, the latest flagship, is very good, only one drawback: too expensive! !' Millet MX2s released on the eve of Xiaomi's chairman Lei Jun sighed on Weibo, Xiaolong 845 if plus 17% of the import value-added Taxes, the price up to 500 yuan. Followed by a plus mobile phone CEO Liu Zuohu also stated on microblogging, 'Yes, Xiaolong 845 is indeed expensive, but the performance did not have to say.'
Qualcomm Xiaolong series has always been the most commonly used chip in China's flagship handset model. Some people speculated that the reason for this price increase was due to trade disputes between China and the United States. However, some industry insiders pointed out that the chip is still trade between China and the United States. The focus of the game, the reason for this price fluctuation is that Apple will launch a mid-range full-screen mobile phone in April, resulting in a shortage of chip upstream component wafers.
'Screens, chips, storage are still the most expensive three-pieces in mobile phone parts. Currently the screen supply is relatively stable, and storage is still high because of the upgrading,' said Yan Zhan Meng, and the next wave is expected. There will be a slight increase in the price of the machine.
Trade Game Will Not Spread to Chip Supply
Last week, US President Trump signed the president’s memorandum, announcing that it will impose large-scale tariffs on goods imported from China. This has also triggered speculation that the industry’s mobile phone and chip industries will be affected.
'Once you start, the first impact will be the production of high-precision equipment and testing equipment for mobile phone components, resulting in production capacity can not keep up, the core components of the mobile phone and the overall price will rise,' the first mobile phone industry research institute Sun Yanmin Said, but not only domestic mobile phones, including Apple's production will also be affected.
The list of the top 200 suppliers of Apple in 2018 released by Rising Sun Data shows that there are 170 suppliers in mainland China, accounting for 85%, mainly in Jiangsu and Guangdong provinces. 'Apple's whole production is in China, The return of short-term manufacturing is very difficult. If we take the whole machine, it would be equal to 'one enemy killing one thousand and self-harming eight hundred'', said Li Chunli, research director of Rising Sun Data.
However, for the supply of chips, people in the industry believe that this will become the focus of Sino-US trade game.
According to data from the Haitong Securities Research Institute, the share of China's integrated circuit market in global share is still increasing, starting from 7% in 2000, and is expected to reach 46% by 2020 (about 43% in 2017).
'China has become the world's largest semiconductor consumer, so China’s trade decision has a huge impact on the semiconductor industry and its manufacturers. Once they are handed over, the US semiconductor companies represented by Qualcomm are the first to be affected', a person in the semiconductor industry. According to the statistics of the International Semiconductor Industry Association (SEMI), the local chip self-sufficiency rate is 25% in 2016, and it is expected that self-sufficiency rate will still be less than 30% in the next three years.
From the perspective of the supply chain, 80% of the total machine manufacturing currently takes place in China. The United States mainly provides semiconductor chips and patent-related services related to intellectual property. Therefore, the United States has a high probability that it will require China to increase its procurement of chips. Protection of intellectual property. ' Li Chunli said.
At the same time, domestic mobile phone manufacturers began to try to use their own chips. On the evening of March 27th, Huawei's P20 and P20Pro launched in Paris, France were all equipped with Kylin 970 chips developed by the company last year. The NPU integrated artificial intelligence processing unit. . Yu Chengdong, chairman of Huawei Terminal, said that the NPU can provide strong technical support for real-time scene recognition applications, so that mobile phones can continue to 'learn' and 'train' to obtain updates and upgrades. In the AI operation, the Unicorn 970 completely exceeded One of the most powerful mobile chips today, including Apple's A11 and Qualcomm's Xiaolong 845.
On the other hand, the government is also constantly increasing its support for the domestic semiconductor industry.
In June 2014, the State Council promulgated the “Outline for Promoting the Development of the National IC Industry” and set up a large fund. In September of the same year, Guokai Financial Co., Ltd. and Beijing Yizhuang International Investment Development Co., Ltd. jointly invested to set up a national IC industry investment. Fund. At the recent SEMICONChina2018 industry and technology investment forum, Ding Wenwu, president of the National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as the 'large fund') introduced that as of the end of 2017, the large funds had effectively invested in 67 projects, accumulating The project promised an investment of 118.8 billion yuan, and actually invested 81.8 billion yuan, which accounted for 86% and 61% of the total fundraising in the first phase. The investment project covers all aspects of integrated circuit design, manufacturing, packaging and testing, equipment, materials, and ecological construction. , To achieve a complete layout of the industry chain.
Apple will release mid-range full screen mobile phone in April
Many people in the mobile phone industry believe that the Qualcomm Snapdragon 845 chip price rise has nothing to do with trade disputes, but rather the supply of chip suppliers upstream from the chip (wafer refers to silicon wafers used in silicon semiconductor integrated circuit manufacturing). shortage.
'Apple and Qualcomm are competing for the supply of wafers', Sun Yanxi pointed out that it is expected that Apple will release a mid-priced full-screen mobile phone in April to fill the price segment between iPhone 6s and iPhone X. 'Only iPhone 6s and iPhone X Is currently still selling two Apple mobile phones. 'Can see in the official website of Apple, iPhoneX price from 8388 yuan, iPhone6s price from 3788 yuan.
'Apple began stocking new machines in January. As a result, the production capacity of the entire Taiwan fab has soared to meet Apple's orders. With the rising demand from Xiaomi, OPPO and Vivo, the demand for wafers from Qualcomm chips is increasing day by day. The tight supply, the price stays relatively high', Sun Yanxi said.
It is worth noting that the Xiaomi mix2s series equipped with the Xiaolong 845 chip has not changed in price, which is consistent with Xiaomi MX2 with Xiaolong 835 chip. The Xiaolong 845 chip needs 90 to 120 US dollars at the end of last year. , but millet's volume can be obtained at the lowest price, and now it can be obtained for almost $50,' said one supply chain source. Currently, the price of the 835 (Qualcomm Xiaolong's previous generation flagship chip) is also between $40 and $50. 660 (Qualcomm Snapdragon high-end chip) price is about 18 US dollars.
For other mobile phone manufacturers with insufficient body mass, will there be another wave of price increase under the pressure of rising costs?
'Samsung and Xiaomi will be the largest two customers of the Xiaolong 845 chip, with shipments between 3 million and 5 million,' said Yan Zhanmeng, director of research at counterpoint. Other vendors' prices will be at least $10 more than millet. As far as the current exposure is concerned, OnePlus and Nubia have their flagship products equipped with Qualcomm Xiaolong 845 processor to be released. One network and one extra 6 are priced at US$749, which is approximately RMB 4,700. Compared with the current one plus 5T high version with more than 1,000 yuan increase; Nubia recently signed a partnership with PricewaterhouseCoopers to seek operational efficiency improvement.
'Screens, chips, storage are still the most expensive three-piece mobile phone parts. The current screen supply has been relatively stable, and storage is still high as it is still being upgraded,' said Yan Zhan Meng, and the next wave is expected. There will be a small price increase in the launch of the machine. Southern Metropolis Daily
3. Apple push iOS 11.3, bus card function finally achieved
Sina Mobile News March 30 morning news, Apple has just officially pushed iOS 11.3 system, after updating the user can view the health of the battery in the settings, but also can manually shut down the processor down-clock, to ensure the smoothness of use; The update of the maximum upgrade point is the addition of the 'ExpressCard' feature, which means that the iPhone and Apple Watch become traffic cards.
This update also includes ARKit 1.5, the new four Animoji, and the addition of the business communication function, which complements some of the previous ecological functions. The most interesting update is the new Animoji, which was brought in this iOS 11.3 update. Four new Animoji expressions, Dragons, Bears, Apes and Lions, plus the previous 12, totaling 16 different characters.
'Commercial communication' is software developed for direct communication with companies. Users can chat with business representatives in the information app, make appointments or use Apple Pay for purchases; health records in health apps can be used for hospitals, clinics and existing The health app is integrated so that users can easily view personal medical data provided by multiple providers anytime, anywhere.
In addition, ARKit 1.5 is expected to come on schedule. It will be able to more realistically integrate the augmented reality experience into the real world, while providing the tools needed to develop a new generation of augmented reality apps. Finally, Apple Music and HomeKit also have functional updates. .
Of course, this update is the most exciting for domestic users or iPhone and Apple Watch finally support the traffic card function.
Two years ago on February 18, Apple’s Apple Pay mobile payment service landed in China, and various payment services related to NFC or mobile devices also developed rapidly in China. Until now, the company has gone out of wallet. It seems to be a dispensable problem in the first-tier cities. There is only one exception - brush traffic cards.
In this update of iOS 11.3 and Watch OS 4.3, Apple officially launched the 'Apple Pay Express Card' function (to facilitate easy understanding of the following traffic card). Users expect the handheld iPhone's bus function to be realized for many years. , At the same time also joined the support for Apple Watch, be a surprise.
This update of the ExpressCard feature is based on mobile devices and Apple Pay, which theoretically has NFC and can support Apple Pay, and iPhones that can be upgraded to iOS 11.3 are within this feature.
Specifically include: iPhone SE, iPhone 6, iPhone 6 Plus, iPhone 6s, iPhone 6s Plus, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus, iPhone X.
Overseas iPhone users can also use this new feature. US, Hong Kong, and Japanese versions are all available (requires the iPhone to be set up in China).
In terms of usage scenarios, the first batch of express transportation cards are currently available in Beijing and Shanghai. Beijing supports public transportation and subway; Shanghai supports public transport, subways, ferries and maglev trains.
Apple's express traffic card is limited to public transport scenes, convenience store payment, and taxi payment cannot be used temporarily.
Regarding whether more cities will be stationed after the Express Card, Apple officials did not give any further explanation.
At present, the city and the city, the state and the country between the transport card payment are relatively independent, can not pull the conclusion of the domestic card opening program can be used in the international bus card. Sina mobile phone
4. Hua Mi Huang Wang: This year will frequently overseas mergers and acquisitions will release millet bracelet 3
Sina Technology News March 29 afternoon news, today Huami Technology held a media communication meeting after the listing, Wah Technology CEO Huang Wang said that the listing of Hua Mi technology will help globalization, there will be some frequent overseas M & A. He also said that this year will certainly release the millet bracelet 3.
In February of this year, Huami Technology officially landed on the New York Stock Exchange. Huang Wang said that listing in the United States will greatly help Huami Technology’s future globalization. For example, many European and American companies have already sent cooperation invitations to Huami. Huami will also have some overseas mergers and acquisitions in the future; at the same time, it will also help Huami recruit international talents and increase its brand awareness.
After listing, one of the main directions of Huami Technology is to expand the application scenario. For example, last year, Huami established an industrial investment fund. The first issue is 100 million yuan. It will invest in sports operations management, App, and other fields to create an ecosystem. It is the realization of data. Apart from hardware revenue, the proportion of income from Internet services will gradually increase. Scenes such as health and medical care will become an important part. Third, more innovative products, such as blood sugar, blood pressure, blood oxygen, electrocardiogram, etc. In terms of blood oxygen related products this year, the fourth is the expansion of domestic and international business. Huang Wang revealed that in the future, Huami will use millet's channels to replicate the scale of the Chinese market in Southeast Asia, while in Europe and the United States, it will choose Some millet-like manufacturers collaborate even on mergers and acquisitions, and use the products and channels of local manufacturers to graft Wahimi products into it.
Huang Wang stated that the application of Huami Technology has been a simple scenario to unlock the Xiaomi mobile phone from the beginning, and now it has expanded to the medical, health, smart home, public transportation, and payment sectors. At the same time, Huami Technology will conduct medical and health care in the future. Layout, such as in a large number of data and algorithms, technology, Huami technology can have more applications in health risk prediction and so on.
U.S. stocks listed for favorable management will not consider CDR mode regression in the short term
Huang Wang said that in fact, Hua Mi studied A shares in 2015, he also studied the backdoors and backdoors of A shares. The research on listing was even earlier than Xiaomi.
At the beginning, Hong Kong stocks were also considered, but in July 2017, they finally decided to choose US stocks. In his view, for example, the voting power of 1 to 10 in the US stock market, even if the future Hua Mi through the form of equity exchange to carry out some mergers and acquisitions, is also conducive to management The company manages the company for a long period of time. Although the A shares have higher P/E ratios and valuations, M&A will dilute the shares. More importantly, he believes that the form of A shares will worsen the manager’s mentality because there are many Method to do high company valuation.
With regard to the hot issue of Chinese internet companies returning to A shares, Huang Wang said that Huami Technology will not consider CDR's return to A shares in the short term.
Announced the top management team for the first time
In the media communication meeting, Hua Mi also announced the members of the management team for the first time. Huang Wang said that since the sensitive issue before the listing, it has only been officially open until now.
Zhang Hongjiang, who is an independent director of Huami Technology, will provide AI with support for the strategic and talented people of Huawei Technologies.
COO Yang Hao, once worked for Microsoft, Oracle and other companies. Before joining Huami, he invested in Shunwei. He will be responsible for investment and acquisition in Huami, and team building in Silicon Valley.
CFO Cui Dawei, once worked for accounting firms such as Ernst & Young, Deloitte, etc. Prior to joining Huami, he served as CFO at Aiko Kangbin;
Wang Kongqiao, vice president and head of the artificial intelligence laboratory, once worked for Nokia and Huawei, and is an adjunct professor at China University of Science and Technology and Beijing University of Posts and Telecommunications;
Yan Ji Nian, Vice President of Products, once worked for Tencent, Weibo, and Hammer. Before joining Huawei, he served as vice president of hammer technology products and user experience.
How to balance the relationship with Xiaomi?
After the listing of Huami, the outside world also produced a lot of discussions about the relationship between Xiaomi and Huami, such as the dependence of Wami's revenue on Xiaomi, and whether the pursuit of independence by Huami will have an impact on Xiaomi's ecological chain products.
A few days ago, Huami released its financial statements for the fourth quarter and the full year of 2017. Huang Wang reviewed the 2017 performance data, with sales of over 2 billion yuan in 2017, and shipments of 18.1 million. It is worth noting that the 2017 camp About 20% of the revenue comes from Huawei's own brand, and in 2015, 2016 and the first three quarters of 2017, the percentages were 2.9%, 7.9%, and 17.6%. For the future, Huang Wang expressed the hope that this ratio would be around 30%. .
Huang Wang stated that there is a certain misunderstanding of the relationship between Huami and Xiaomi. They think that Huami is a company controlled by Xiaomi, but their own personal shares and the shares of the founding team will far exceed the total of Xiaomi Heshun’s shares. 'Huami Technology is an independent company that is guided by the interests of shareholders.' Huang Wang said.
Secondly, Xiaomi is the second largest shareholder of Huami. Huami will make good use of Xiaomi's platform and resources. 'I would like to thank Xiaomi's Lei Jun for the first time after the listing. Without his blessing, a company can be listed for four years. It is indeed very Difficult. 'Huang Wang said that after the listing, he also found that if there is more resources for Huami, there will be more room for Xiaomi to make products, and the ability to meet the needs of Xiaomi to do more product categories.' This year will surely have the millet bracelet 3', Huang Wang said. At the same time, there will be more in-depth cooperation with Xiaomi, such as making more product lines for Xiaomi. Sina Finance
5. Hong Hua: It is said that millet is a grocery store and people do not understand the millet model.
The 2018 National Enterprise Management Innovation Conference organized by the China Enterprise Confederation and the China Entrepreneurs Association was held in Beijing on March 29th. The theme was: To promote the high-quality development of enterprises through management innovation, the founder of the Xiaomi Ecological Chain Barn Academy. CEO Hong Hua attended and gave a speech. At present, Xiaomi has expanded into more fields mainly from the mobile phone business. Xiaomi's home has rice cookers, sweeping robots, and table lamps.
Some people may think that Xiaomi does not focus on so many products. There are many reviews on the web that call Xiaomi a department store. Hong Hua thinks that people who talk about millet as a grocery store don’t understand Xiaomi’s model. “We’re also focused, but we don’t Focus on the product, we are focusing on the user, this is the fundamental of the millet model.
The early users of Xiaomi were very clear. They were men and women aged 17 to 35. These users had new needs. Xiaomi developed new products. Xiaomi is not a mobile phone company, but a user company. Each product category leads for three years. Years, ten years, there is always a life cycle, but only focus on the user, you can always tap new business opportunities, introduce new products, new services.
Many achievements in the Xiaomi ecological chain, such as mobile power, rice cookers, and millet bracelets, are not done by Xiaomi's company. They are done by Xiaomi's hatchery ecological chain company. Behind every product category is a company, such as rice cookers and air. The purifier is called Zhimi Technology. Xiaomi has been the millet ecological chain since 2013. So far it has hatched a total of 99, of which 55 have released products, about 24 are broken billion, and 7 are over 1 billion. There are several homes that are 20 billion.
According to Hong Hua, Zhimi Technology sold 5.3 million air purifiers last year, which accounted for more than 30% of the market share. These small and medium-sized companies quickly climbed from 0 to hundreds of billions, which is very difficult. thing.
Why can we be bigger? What are the main reasons and experiences behind this?
Hong Hua believes that to do ecology, we must first have soil. Millet's soil is a user base, with a range of 250-300 million users. Millet also has brand and popularity, not brand awareness, or brand reputation, but heat. The characteristics of the spread of the Internet, some people call you, some people praise you, you have black, you have powder, you have to adapt to this state. Everyone to do Internet, to adapt to the Internet to spread both sides of the confrontation.
Xiaomi and the company on the ecological chain are brother companies. Xiaomi does not control its investment. All company teams are large shareholders. Millet is 20%, and 30% is not. Millet is not holding the investment, the team has the initiative.
“Every millet eco-chain company, we all recommend that all of their employees hold stocks. Of course, we can't get equalitarianism and make more contributions.” Hong Hua pointed out that Xiaomi’s extreme emphasis on maintaining his independence and even the brand Independence, so the Xiaomi ecological chain company has both Xiaomi and Mijia branded products, and has its own branded products. The future capital path is more attractive and the revenue structure is relatively reasonable. Sina Finance
6.360 push a variety of children's smart watch new AMOLED + Xiao Long 2100 + AI positioning
Set Micronet March 29th (Reporter Zhang Yiqun) Today, 360 children's 'new equipment for teenagers' spring new product conference was held in Beijing. This conference announced a total of juvenile new equipment phone watch X series, national children watch SE series, Safer early education series of three series, the annual flagship product 360 phone watch X1 PRO and other 7 products, new products cover 69 yuan, 199 yuan, 1499 yuan and other price segments.
The concentrated launch of the 360 new products means that after years of accumulation, 360 began to actively deploy, fully exerting children's intelligent hardware market.
All new products have been opened for appointment. At 10 a.m. on April 3, the entire network starts.
360 children's spring conference new product list
The coolest phone watch so far
According to reports, the 360 phone watch X1 PRO appearance designed specifically for young people, the whole style of sports cool, clear edges and corners, clear and clear design lines. The frame is surrounded by a ceramic texture and the wristband is a German Bayer original TPU material. Benefits In the new structure design, 360 phone watch X1 PRO achieve IPX7 waterproof and dustproof, with a sports step count function, let the youth fearless exploration!
360 phone watch X1 PRO supports IPX7 waterproof
The 360X1 PRO is equipped with an AMOLED self-illuminating retina screen with a pixel level of 340*272, transparent colors and a uniform design. It is equipped with Qualcomm Snapdragon's first custom chip for the wearable device, the Snapdragon 2100, plus a POP 4GB flash memory configuration to support 4G. Netcom and global roaming make the 360 X1 PRO achieve the flagship level in the phone watch category.
360 phone watch X1 PRO adopts Jiuzhong positioning technology, with accurate positioning ability to the floor, covering more than 1000 large-scale indoor maps in the country's mainstream first-tier cities and second-tier cities. 360 children unique AI positioning, cloud automatic learning environment characteristics information, let X1 PRO Positioning to new heights. At the same time, the new X1PRO is the first phone watch to use Global Maps for global roaming.
Gaode provides LBS service for 360 phone watch X1 PRO
360 phone watch X1 PRO supports wireless Bluetooth music, watch can be connected to a Bluetooth headset, can also be placed outside to listen to songs; equipped with 2 million high-definition camera, high-definition camera, one-touch instant; 360 artificial voice intelligent assistant, covering 20+ living scenes, At the same time, the X1 PRO supports multiple communication modes such as video calling, sonic dating, and voice chat, bringing youth social networking experience on wearable devices. The more open and smart 360 OS for Wear supports Tencent QQ, Microsoft, and Small. Ice, a variety of third-party software, such as flowers, will follow-up will have more features such as payment open.
Layout children's smart hardware market
In addition to the 360 phone watch X1 PRO, 360 children continue to occupy the national price segment products, released a new upgraded national phone watch SE series, SE3 generation price of 199 yuan, SE3 Plus price of 299 yuan. 360 children watch SE3 Plus in On the basis of high-definition call and double star sevenfold positioning, the new upgrade four functions. Endurance upgrade, one charge, endurance 7 days; Photo upgrade, support for remote smart camera, see the baby anytime, anywhere; Appearance upgrade, 2018 New York Fashion Week the same paragraph table Bring, Official Release; AI Intelligence Quiz Upgrade, Artificial Intelligence Assistant, Wrist Encyclopedia.
360 children's story machine product map
In addition, 360 also through the 360 children story machine, 360 children rattle two products into the early childhood education market. 360 story machine has a wealth of cloud resources