Set Micronet reported on April 25th (Reporter Zhang Haoqun) 'Comprehensive profit rate of Xiaomi hardware will never exceed 5%. If there is an excess, all the excess will be returned to the user. ' On the site of today's millet new product launch conference in Wuhan, Lei Jun announced the major decision of the board in the last five minutes.
Innovation is not money
The location of the new product launch was selected in Wuhan. It was a profound idea. This is Lei Jun's hometown. Wuhan University is also Lei Jun’s alma mater. Wuhan is also the third city that Xiaomi has chosen to hold a new product launch after Beijing and Shanghai.
Feelings and emotions became the theme of the conference. Lei Jun recalled the era of students at Wuhan University 30 years ago, first saw the "Silicon Valley Fire" was touched, and the original intention of the establishment of millet. Now it seems that these all seem to It is to pave the way for the last 5 minutes.
The profitability of mobile phone manufacturers has always been around 20%-30%, while the Xiaomi board of directors has decided to set the comprehensive profit rate of hardware at 5%, which is undoubtedly a heavy bomb dropped in the industry.
Lei Jun said that it has encountered a lot of questions. If it disrupts the industry pricing, it will affect innovation and so on.
Lei Jun said that although there are many voices, but Xiaomi is maintaining a healthy competition under the premise of legality. Adhere to the control of hardware profits will help Xiaomi become a great company. Xiaomi has been a consumer for 8 years since its establishment in 2013. Provide a cost-effective product, this does not affect the millet's innovative capabilities.
'Continuous R&D and innovation require financial support. It does not mean that there is a need for huge profits. Many world-class innovations are not made out of money.' Lei Jun said.
Lei Jun hopes that this resolution can be adopted to unify ideas internally and that Xiaomi’s unique values and business model will continue to be maintained in the future.
At present, Xiaomi has become the world's fourth-largest smartphone manufacturer, with 190 million mobile Internet users and more than 500 smart ecological products. It has built the world's largest consumer IoT platform and connected more than 100 million devices.
Millet 6X or stir the market pattern
The heart of this kind of millet is naturally reflected in this release of new products - millet 6X.
'The 5% red line is our long-term commitment to our users. It is also a continuous spur to ourselves. Today's release of the Xiaomi 6X is also an illustration of this determination.' Lei Jun said.
In terms of hardware, the Xiaomi 6X uses a slim body design with a thickness of only 7.3mm. It is called by the netizens as 'Willow' and is generally slim. 5.99' Full screen, equipped with Qualcomm Snapdragon 660 processor, 4GB/6GB+ 64/128GB of memory, battery capacity 3010mAh, equipped with AI power saving function, equipped with Type-C interface, support fast charge 3.0.
The function of photographing is the biggest bright spot of 6X. Millet 6X is called the strongest self-timer mobile phone in the history of millet.
Millet 6X rear camera is 12 million + 20 million pixel dual camera, including 12 million main camera, 1.25μm large pixels, f1.75 large aperture; sub-photograph 20 million, 2μm (4 in 1) large pixels, f1.75 large Aperture. The front camera 20 million pixels + soft lighting, directly to the rear camera currently installed. In order to ensure the quality of the camera hardware, millet 6X front and rear camera are all Sony camera, daytime with 12 million main resolution of the high resolution , 20 million super photosensitivity at night, known as the 'curse' self-timer.
In addition, the 6X shooting built in Xiaomi self-developed AI algorithm. There are 12 types of self-timer scenes, can intelligently identify more than 200 kinds of scenes, for example, intelligent identification of food labels and backlight scenes. Xiaomi 6X is a major function for women buy buy buy design : Take a picture and jump directly to the purchase page. At the same time, support English, French, Japanese and other languages AI intelligent translation.
Millet 6X 4GB+64GB, 6GB+64GB, 6GB+128 are priced at 1599, 1799, 1999, and will be sold at 10:00 on April 27. From the price point of view, compared to 5C released last year, Xiaomi 6X The cost is a minimum of 200 yuan higher than 5X, but the price is only 100 yuan higher. Compared to the close-range OPPO R15, vivo X21 and other competing flagship mobile phones, the price of around 1,000 yuan is not only more people-friendly, but also more killing. force.
2. U.S. Justice Department begins to investigate whether Huawei violates sanctions against Iran
Beijing time on the 25th news "Wall Street Journal" quoted informed sources reported that the US Department of Justice is investigating whether Huawei violated the United States sanctions against Iran.
The report stated that it is unclear how the Ministry of Justice investigated the progress and the authorities’ specific allegations.
A Huawei spokesman refused to comment on the Wall Street Journal.
Analysts said that the U.S. Department of Justice’s investigation may bring many risks to Huawei. Originally, Huawei’s business in the U.S. market was relatively limited. Before this, the U.S. government had caused untold misfortunes to Huawei, including blocking U.S. mobile operations. Business and Huawei cooperation.
More importantly, the US Department of Justice’s investigation may also affect Huawei’s business in other international markets, especially in Europe. Due to the US government’s rigorous review of Huawei, some allied countries have begun to take a cautious approach toward Huawei.
Analysts also said that the U.S. government’s increased efforts to review Huawei also highlighted the tensions in Sino-US trade relations. Recently, the Trump administration has stated that Huawei may pose a threat to U.S. leadership in the 5G market. .
At present, Huawei is the world’s largest manufacturer of base station electronics and other communications equipment, and the third largest smartphone manufacturer in the world. These insiders also said that prior to the Ministry of Justice’s investigation, Huawei also received the US Department of Commerce and the Ministry of Finance. The administrative summons is also a question about the export ban.
This time, the U.S. Department of Justice launched a criminal investigation against Huawei, which indicates that Huawei may have more serious potential misconduct. If the investigator finds that Huawei intentionally violated the U.S. export ban, it may impose additional criminal penalties on Huawei.
Prior to this, another Chinese technology company, ZTE, has been blocked by the U.S. government. Earlier this month, the U.S. Department of Commerce announced that because ZTE violated the U.S. government agreement reached last year, it will implement a 7-year plan for ZTE. Export ban. During this period, U.S. companies will not be allowed to sell their products to ZTE.
Some analysts indicated that these US protectionist measures will only allow the Chinese government to devote more resources to the development of technology, thereby further reducing its reliance on U.S. companies and eventually becoming the strongest U.S. competitors. At the same time, U.S. partners will also be severely hit.
The New York Times reported in April last year that the U.S. Department of the Treasury’s Office of Foreign Assets Control, which oversaw the monitoring of sanctions, issued a summons to Huawei in December 2016. The U.S. Treasury Department’s investigation was issued in the summer of 2016 by the U.S. Department of Commerce against Huawei. After the subpoena, the Ministry of Commerce is responsible for conducting the investigation and supervising the export of military and civilian dual-use technology.
The above report stated that U.S. officials are expanding their investigations on whether Huawei violated U.S. trade controls on Cuba, Iran, Sudan, and Syria. The expansion of Huawei's investigation occurred after ZTE admitted in March that it violated U.S. Sanctions. ZTE Has been fined 1.19 billion U.S. dollars.
Huawei may not be as serious as ZTE
The above report of the New York Times specifically mentioned that Huawei has not been accused of any illegal activities. The U.S. Treasury’s administrative subpoena did not indicate that this was part of the criminal investigation.
As mentioned in the news of the New York Times, Huawei stated in a statement that it is committed to complying with local regulations where it operates. However, the industry warned that if the investigation found that Huawei’s actions are contrary to US national security or diplomacy. The interests of the policy, the United States may limit its access to key US-made components and other technology products.
Before the news of the US Justice Department investigations broke out on the Wall Street Journal on Wednesday, Huawei did not report any news that Huawei had been involved in sanctions-related criminal investigations. Huawei did not admit to the United States that it had violated US sanctions against Iran and other countries. behavior.
In other words, if the above investigation by the Ministry of Justice is true, Huawei may face the first relevant criminal investigation by the United States. It did not, like ZTE this year, be sanctioned again after accepting the penalty and accepting the penalty.
The idea behind the investigation is intriguing
However, from last month’s 301 investigation and announcement plan by the Trump administration, restrictions on Chinese products and investment in the United States were hit hard by ZTE. What’s most worrying is not that individual companies have become targets of US attacks, but rather American attitudes towards Chinese politics. Changes have taken place.
As Wall Street's editor-in-chief selected the article "Reinvent ZTE! The second round of the 301 survey! The United States has changed its thinking about China":
"The elites in Washington have left behind topics that have enjoyed the revelations of China's liberalization reforms. They are only concerned about one thing at a time - that is, the threat China poses to the United States during the rise!"
'From the current European vigilance against China, Europe is unlikely to oppose (the Trump administration has stepped up its control over Chinese companies' M&A activity), which has caused China's technology upgrade to lose an important path.'
The article believes that for China, the long-term correct response is to continue to adhere to the key to rapid economic growth in the past four decades - reform and opening up policy, and comprehensive market access in all areas. This is also in line with Chinese President Xi Jinping in 4 The theme of the speech at the opening ceremony of the 2018 annual meeting of Boao Forum for Asia on the 10th of the month. Sina Finance, Wall Street News
3.IMF: The global multinational economic lifeline has been closely related to the iPhone
According to the latest report released by the International Monetary Fund (IMF), regardless of whether mobile phone makers like it or not, the economic destiny of many countries has now been closely linked with the iPhone.
According to the “World Economic Outlook” published by the International Monetary Fund in April, the total economic output value of global smartphone sales and production in 2017 reached 3.6 trillion US dollars. The industry accounts for 5.7% of China’s exports. In Ireland, where Apple’s European headquarters is located, only the exports of the iPhone, if measured in terms of value added, are equivalent to a quarter of the country's economic output, which is quite alarming.
As regards, including Apple's suppliers and competitors, such as South Korea where Samsung and LG headquarters are located, the proportion of their semiconductor products used on Apple's iPhone accounted for 17.1% of all exports. IMF pointed out that this may mean that the Korean semiconductor industry will There is a crisis warning. The reason is that the growth of the global smart phone industry is slowing down. In the future, if the Apple iPhone is affected by this decline in sales, the Korean semiconductor industry will be dragged down.
In addition, the report also pointed out that after analyzing the trend of Chinese smart phone exports, the results show that this trend is non-linear, and it is very likely that the smart phone market will rapidly decline after peaking in September 2015, which makes 2017 The first year of global smart phone shipments fell from the previous year, and it also shows that the global demand for smart phones may grow even slower in the future.
The report further pointed out that the production of Apple's iPhone in the past relied on a very complex supply chain network. It included assembly plants, distributors, parts and raw materials suppliers, etc., and the number reached 1,000. And this product's telecom operation Businesses, retailers, application developers, and accessory manufacturers have a far-reaching impact. Therefore, once there is any sign of trouble in the market, it will impact the operations of these companies.
Apple's share price has recently been hit by poor sales of the iPhone X. Among them, Taiwan Semiconductor Manufacturing Company, which manufactures A-series processors used on Apple’s iPhone smartphones and iPads, has revised its outlook for the second quarter. This may be related to the fact that Apple is cutting back on the production of iPhoneX, further causing the turbulence of global technology stocks.
In addition, austriamicrosystems, a supplier of 3D sensors including South Korea's memory maker SK Hynix and iPhone X, also announced this week’s first quarterly financial report in 2018, issued an operational warning, pointing out that the weak growth of the smart phone market will affect future operations. The fact that the grades may be downgraded is a sign that the sales of the Apple iPhone have indeed been inseparable from the global market economy. TechNews
4. Apple CEO Cook meets Trump and hopes to cool down the US-China trade war
Sina Technology reported that Apple’s chief executive Tim Cook will meet with US President Trump at the White House this (25) day in hopes of easing the trade war between the United States and China. According to the official timetable announced by the White House of the United States, Cook and Trump will hold talks on this Wednesday afternoon, but the talks will not be open to the media.
The Trump administration's decision to levy up to US$150 billion in tariffs on Chinese goods has exacerbated trade tensions between the two countries and may also affect Apple’s business in Asia because Apple’s large production chain is mainly concentrated in mainland China. At a meeting in Beijing, Cook told participants that he hoped that China and the United States could resolve their trade divergence. The trade war may have caused Apple to suffer in the face of the Chinese government. There are reports from the Luyang media that if the United States and China With the outbreak of the trade war, Apple will become the most affected American company.
According to reports from the Xinhua News Agency, US President Trump stated on the 24th that U.S. Secretary of the Treasury Muchin and Trade Representative Lite Shizzle will lead delegations to China to negotiate on trade issues in the next few days. Trump was in the same day with the French President. Before Macron held a bilateral meeting, he told the media that China and the United States are very serious in this consultation.
A few days ago, the U.S. Finance Minister expressed that he hoped to visit China to discuss economic and trade issues. Chinese Foreign Ministry spokeswoman Lu Wei said that after U.S. Treasury Secretary Muchin expressed his hope to visit China, the spokesman of the Ministry of Commerce of the Mainland has also responded: 'Received the U.S. I hope to come to Beijing for information on economic and trade issues. The Chinese side welcomes this. ' At present, China's attitude has not changed.
Lu Hao emphasized that the essence of Sino-U.S. economic and trade relations is mutual benefit and win-win. It has brought tangible benefits to the business community and consumers of both countries for a long time. It is not surprising that there are some problems in the economic and trade fields between the two major economies of China and the United States. This can be resolved through bilateral negotiations, or it can be resolved within a multilateral framework that is commonly recognized, but there must be no unilateral solution. MoneyDJ
5. Restoring China Telecom’s Truth from the ZTE Incident: Is it Suffering a Fight?
ZTE's seven-year ban in the United States once again touched China's 'pains in the lack of core'. An article on “The Past of Domestic Chips and Operating Systems” was widely distributed in the circle of friends, causing the industry’s development path towards China’s information and communication industry, innovative models and industries. In the discussion of ecology, various sounds of defamation were filled with it.
However, is China's information and communication industry really nothing? The answer is obviously negative.
Wu Jinxi, director of the Strategic Emerging Industry Research Center of Tsinghua University, said in an interview with the “Communications Industry News” (Net) that it cannot completely negate the achievements of China’s communications industry’s technological innovation. The ICT contains a very wide range of industries. Chips and semiconductor devices used in communications are not A concept.
On the contrary, under the background of technology and standards being controlled by people, China’s information and communication industry has grown tenaciously, and today it has become a global leader and cannot be shaken. From almost empty mobile networks to the world’s largest 4G network nowadays; from sporadic Mobile users reach 1.47 billion mobile subscribers today; From the almost blank mobile phone manufacturing market to the world's largest producer nowadays; From the almost blank optical fiber manufacturing to the largest producer in the world today, the depth from optical fiber preforms to foreign countries is now self-sufficient The rate reached 80%. At the same time, on the road to defending the standard discourse, China has already embarked on the international stage. More and more standards have begun to say 'Chinese', and the number of core patent applications has increased year by year. More importantly, In the field of communications equipment, China’s four major equipment vendors have exclusive two-tiered China, Huawei and ZTE, and in the field of optical communications, they have grown into a number of leading global optical communications companies, including Longfei, Hengtong, and Zhongtian Technology. In the field of manufacturing, Hass, Spreadtrum’s strength can also be combined with Qualcomm and MediaTek on the same platform as PK. In addition, China has emerged a number of invisible champions in subdivided areas. A group of “unicorns” in emerging fields is undeniable that in the process of development, China’s information and communication industry has also gone through many detours, experienced the pains of brutal expansion, and has many shortcomings, but it has a global outlook. , This is the process that any successful person, company and industry will experience.
From TD-LTE to 5G: Mobile World Popular 'Putonghua'
The time was fixed on January 9, 2017. The Great Hall of the People, '2016 National Science and Technology Progress Award' awards ceremony is ongoing, when the announcement of the 'TD-LTE key technology and application' project was awarded At the time of the award, the communicators present were buzzing with confidence. This is the first time that China’s telecommunications field has won this honor, and it is the miracle that the communicator has been creating for many years. 'TD-LTE is the TD-SCDMA along the independent innovation of the mobile communications industry in China. The new route of mobile communication technology opened up by ten years of struggle has reached a new peak in the wind and waves. 'TD Ironman Li Jinliang exclaims sincerely. TD-LTE is China's mobile communication industry from '1G blank, 2G follow, 3G breakthrough' to ' 4G leads, 5G leads the turning point and bridge. Since it was accepted as a 4G international standard in October 2010, a new era of China's mobile communications industry has arrived. Since December 4, 2013, the Ministry of Industry and Information Technology has issued a TD-LTE license. In three years, it has built 1.62 million base stations, which is equivalent to the number of sites established in the past 2G and 3G eras for 10 years, and accounts for 30% of the global 4G network size. TD-LTE subscribers exceed one billion subscribers and account for 50 LTE subscribers worldwide. %. TD-LTE went abroad and became a The international standards widely accepted by the Global T. The United States, Europe, Japan, Russia, India and other countries and regions have built more than 100 TD-LTE commercial networks. In the process of TD-LTE occupying half of the global mobile communications market, China’s communications equipment The business has completed the transformation from follow-up to lead. In this journey, there are several landmark events worth noting. In 2013, Huawei surpassed Ericsson's summit communications equipment supplier for the first time. This is the first time that China's telecommunications equipment vendors have been ranked. In June 2014, ZTE first mentioned the concept of pre5G. This is the first time China’s telecommunications equipment supplier proposed the concept of lead; On May 30, 2016, at the National Conference on Science and Technology Innovation, Ren Zhengfei said Huawei’s “unbreakable” District, no pilotage, no established rules, no one to follow the dilemma', more to prove the Chinese companies to lead the trend of technological innovation. TD-LTE also has a very important significance, that is, to cultivate China's mature mobile Internet ecosystem An endless stream of Internet applications has spawned new forms of business such as e-commerce, mobile payments, and sharing economy, forming a new engine for economic growth. China's accumulated voice in TD-LTE 5G areas to be further strengthened.
Network Transformation: China’s Open Source Power is the Pioneer
In the process of the transformation of communication networks, China’s open source power has grown further. In February 2017, China Mobile and AT&T jointly initiated the establishment of the ONAP open source community. This is the first open source community dominated by the world's largest operators, and is also the first Chinese-led initiative. The first open source community of the international network. The value of the open source community is self-evident. It promotes every advancement of the two major future network core technologies of SDN/NFV. The former was first born in 2006 in an academic research project at Stanford University. Since then, it has entered the 11th year of development. At the same time, NFV, which was born in 2012, has gradually merged with SDN in the tide of ICT, becoming the two cornerstones of the network's 'software definition and virtualization' trend. Currently, ONAP has more than 30 More than 1400 community work members, including more than 1400 members including global mainstream telecommunications operators, equipment and IT vendors, and serving more than 60% of mobile users worldwide. In 2018, ONAP will soon be released. The two versions of Beijing will include 'S3P' (scale, stability, security and performance) enhancements to support more use case requirements of today's service providers, key 5G features As well as the inter-cloud connectivity, the ONAP is just one of the microcosm of the Chinese enterprises' trend of evolution. Whether it is the operator or the equipment supplier, it deeply imprints the Chinese imprint into this. In August 2017, China Telecom became the first operator in the world to complete the decoupling of the third layer of vBRAS. Subsequently, China Telecom once again took the lead in completing the world's first NFV decoupling for unified management of vBRAS. Test. At the same time, China Telecom is also conducting a VoLTE trial based on vIMS, which means that China has taken a step closer to the target architecture of the NFV three-tier decoupling architecture + MANO. Another Chinese operator giant China Mobile has taken the lead in The open IT infrastructure project OTII for telecom applications. As the bottom layer general-purpose hardware of the decoupled NFV architecture, OTII's reliability, availability, and performance directly determine the characteristics of the NFV system architecture. If implemented, it will also greatly benefit In 2018, operators in China and the world are further decoupled to the third level. After the same equipment manufacturers have not fallen behind, Huawei has taken over 350 NFV clouds worldwide. Commercial network contracts include more than 170 CloudEdge commercial contracts. Another giant, ZTE, is also in the forefront of SDN/NFV. As of now, ZTE has deployed 240+ virtualized commercial/PoC projects globally. Including 70+ commercial projects. In addition, IDC evaluated ZTE as a commercial leader of NFV and as an enabler of digital transformation of CSP.
Optical Communication: Leading the Industry Chain of Fiber Optic Cables
In 1976, China's first optical fiber was born in Wuhan. For 40 years, optical fiber network has spread all over the world. China has also developed into the world's largest fiber optic cable manufacturing country, with annual production accounting for more than 50% of global production. According to CRU data analysis, 2007-2016 The total demand for optical fiber in China has increased by 6.5 times, reaching 243 million core kilometers, and the global share has increased from 27.8% to 57.3%. The market share has doubled, and the market scale has occupied half of the world's total.