1. Afterwards, ZTE looked at Huawei again.
After the "precision attack" on ZTE, the United States again directed its spy on China's other communications giant, Huawei. The Wall Street Journal reported that the U.S. Department of Justice is talking about Huawei. Whether or not it violates the U.S. investigation on sanctions imposed by Iran.
It's hard to anticipate the results of a criminal investigation
According to reports, the investigation of Huawei’s expansion began after ZTE admitted in March that it violated the US sanctions order. ZTE has thus been fined 1.19 billion U.S. dollars. It was recently banned by the U.S. government and will be banned for U.S. companies for the next 7 years. Selling components, merchandise, software and technology to ZTE is considered as a devastating blow to ZTE.
Huawei’s allegations have been investigated by the U.S. Department of Justice. This is a criminal investigation. It is different from ZTE’s administrative penalties imposed by the U.S. Department of Commerce. At present, it is difficult to judge the investigation because of the progress of the investigation and which specific allegations are not yet known. The result will affect Huawei.
Prior to the “Wall Street Journal” report, there was no news that Huawei had been punished by the U.S. government for sanctions-related criminal investigations. Huawei has not admitted to the U.S. that it had violated U.S. sanctions against Iran and other countries.
Huawei may face the first criminal investigation by the United States. The investigation may take several months. Unless the United States has direct and direct evidence, it will not be immediately sanctioned by ZTE.
If the final allegation is established, industry insiders stated that Huawei may be fined billions of dollars in compensation and restricted by the U.S. government to obtain key US-made components and other technical products. This survey is also likely to affect Huawei’s Businesses in other international markets At present, some US allies such as Australia, Canada, etc. have begun to take a cautious approach toward Huawei. If the impact is further extended to the EU, it will have a fatal impact on Huawei's business.
After landing in the United States in 2001, Huawei has been struggling in the United States. The U.S. government refrained from restricting and suppressing the development of communications equipment and other businesses on the grounds of national security. Since 2013, Huawei has sought to re-enter the United States because of the rise of mobile phone services. Market, but progress is slow. Starting this year, with the implementation of the Trump administration’s overall trade policy toward China, US mainstream telecom operators AT&T and Verizon have all refused to cooperate with Huawei, and retail giant Best Buy bans Huawei mobile phones.
Or become a bargaining chip in the Sino-U.S. negotiations
In 2012, U.S. government regulators began to issue a series of restrictive measures focused on Chinese companies such as Huawei and ZTE. They included accusations of espionage, launched a large-scale '337 investigation' on patent infringement issues, and Congress issued a report to threaten national security. For reasons, it is proposed to stop Huawei and ZTE from conducting trade activities in the United States, but in the end, the United States did not have any material evidence concerning Huawei.
An expert in the communications industry stated that the US Department of Justice’s involvement in the investigation may have acquired material evidence or may be a strategic act.
According to the reporter's understanding, because of the exclusion of the US market from Huawei over the years, Huawei's operations involving the US market or U.S. policy are quite cautious. When trade opportunities involving sensitive regions such as Iran appeared, Huawei decided to abandon it after weighing. In the U.S. market On the other hand, Huawei has also been operating in compliance.
Therefore, the news that the United States released investigations at this time was more interpreted as coming from the strategic level.
U.S. President Trump stated on the 24th that U.S. Treasury Secretary Mukuchin and Trade Representative Lite Shizzle will lead delegations to China to negotiate on trade issues in the next few days. At this time, they will release ZTE and Huawei’s sanctions and investigations. The intention was to exert pressure on the Chinese side and take the initiative in future negotiations.
The sanctions against ZTE have caused domestic resentment. Although China held the right to review and approve Quntong NXP, it did not make a counterattack. Before this, the micro-blog article pointed out that whether the ZTE event will turn for the better will be when China and the United States return to China. At the negotiating table, this time has already emerged, and the investigation of Huawei may be that the United States wants to accumulate chips for itself in the negotiations. (Proofreading/Fan Rong)
2. Xi Jinping inspects Wuhan Xinxin: Major core technology must overcome difficulties
Original Title: Xi Jinping Inspects Integrated Circuit Production Lines: Some Major Core Techniques Must Be Countered
Xi Jinping Inspects Wuhan, Emphasizing Giving Full Play to Talent Advantages
On the morning of the 26th, when Xi Jinping visited Fiberhome Group Co., Ltd., he listened to the introduction of the development of new and old kinetic energy conversion in Wuhan City, reviewed the company's independent innovation product display, understood the transformation and upgrading of enterprises, optimized the adjustment of industrial structure and strengthened the work of party building.
Xi Jinping said to everyone that the optical communications industry you are working in is very important. To build an Internet power, you need to speed up and occupy some commanding heights more quickly.
He also pointed out that Wuhan has a large number of universities and it has great potential for development. Talents play a decisive role in development and they must build a contingent of qualified personnel.
Xi Jinping stressed that science and technology must be abandoned to abandon fantasy
In the inspection of Fiberhome Group Co., Ltd., Xi Jinping once again emphasized the core technologies, key technologies, and the country's equipment must be based on itself.
He pointed out that under the external blockade in the past, we relied on our own efforts to tighten our belts and clenched our teeth to create 'two bombs and one star'. This is because we have played an advantage in the socialist system - we have concentrated our power to do big things. Next, science and technology This is also the way to tackle the problem.
Xi Jinping examines the integrated circuit production line: Some major core technologies must be solved by themselves
On the morning of the 26th, Xi Jinping came to Wuhan Xinxin Integrated Circuit Manufacturing Co., Ltd. to look at the integrated circuit production line, understand the intelligent manufacturing of the entire chip and speed up the localization process.
Xi Jinping said that in order to realize the goals of the 'two hundred years' struggle, some major core technologies must overcome difficulties through their own efforts. Opportunities are unprecedented and challenges are unprecedented. All key positions and important industries must have a sense of responsibility and sense of mission. Everyone We must all contribute to the realization of the Chinese nation’s great rejuvenation of the Chinese dream in its own post.
Xi Jinping researches shantytown transformation: changes in the vicissitudes of life
On the morning of the 26th, Xi Jinping visited the Qingheju Community in the Workers' Village of Qingshan District, Wuhan. He visited the cadres and the masses and conducted research on shantytown reconstruction and grassroots organization construction.
The location of the Qingheju community was originally a squatter settlement, which was completed in December 2015. In a small exhibition hall reflecting changes in shantytowns, Xi Jinping looked at the restoration of the squatter settlements and the display of old objects. Looking at the simple and messy living environment, General Secretary Say: 'Yes, that was it!'
Today's Qingheju community is a modern community with high-rise buildings, beautiful surroundings and complete facilities. Xi Jinping said that in today's era, compared with decades ago, it was a tremendous change, such as the world.
In the community convenience service hall, the 75-year-old Wu Chuanfa’s general secretary was particularly excited to see the general secretary. He lived and sang a “Hubei Agitated Board” that he created on his own, reflecting the earth-shaking changes in the shantytowns, expressing the happiness of the people and not forgetting the gratitude of the Communist Party. The general secretary praised him for his special characteristics. The 80-year-old grandmother named Wang Xiangxiang told the general secretary that she is living a happy life. I want to live another 20 years! Xi Jinping wished her a long and healthy life.
Xi Jinping: The community is the foundation of the grassroots. Only the foundation is strong and the national building can be stable.
On the morning of the 26th, Xi Jinping pointed out during an inspection tour of the Qingheju community that the community is a grassroots foundation and that only a solid foundation can ensure the stability of the national mansion. The Chinese Communist Party insists on developing people’s thinking as the center and serving as a party for the people. We do our job well. We must do a good job for people's affairs. We must do a good job for the people. We must do a lot of work at the grassroots level. The Party Central Committee attaches great importance to community work. We must reform and innovate grass-roots governance, improve governance, and better serve the people. The key is to give full play to the leadership of the party organizations in the community, to guide them, to build the community, to bring up young children, to learn to teach, to gain from work, to be medically ill, to have a livelihood, to live in a shelter, to have a weak The goal of helping others is achieved. I hope you will continue to work hard. Xinhua Viewpoint
3. Zhao Ming, President of Glory: 'Follow-up' AI misleads consumers
Set Micronet April 26th Report (Reporter Zhang Yiqun) 'Suddenly like a spring breeze, the mobile phone industry is all AI. Blind AI hype will not help the industry to advance, but will mislead consumers. ' The 2018 Global Mobile Internet held today At the GMIC Global Artificial Intelligence Leaders' Summit, President Zhao Ming of the glory followed the AI 'gun fire'.
What is the emboldened style of "Following style" AI glory?
With the continuous deepening of research in the field of artificial intelligence, AI has become the mainstream trend of current smart product development. Today, the concept of AI is even more plentiful in all walks of life, making consumers dazzled and confused.
In Zhao Ming’s opinion, people’s enthusiasm for AI today is similar to that of 2014 and 2015 when they talked about the popularity of Internet mobile phones. While everyone talks about AI, the function of AI is over-amplified, and the AI capabilities of mobile phone manufacturers are Overpacking, which to some extent confuses the user.
Zhao Ming stated that AI is a complete system composed of chip algorithms, systems, etc. The construction of a real AI capability system, hardware, intelligent systems, and AI applications are indispensable. A company may only be at one of these levels. With force, you can enjoy the dividends of this industry development.
At the same time, Zhao Ming pointed out that there are still three types of 'follow-up' AI in the current smart phone industry.
First, the packaging AI with no substantial improvement in computing power: The original chip architecture has not been upgraded. Although the concept of the 'third-generation' and 'dual-core' packaging is used, the actual computing power is far behind.
The second is the speculative AI with no real function: The AI function has no real landing. For example, some manufacturers use the name of 'AI' in the shooting function, but the actual photographing experience is far from the publicity effect.
Third, closed AI without ecological construction: The AI system has no ecological construction and has the ability to handle AI, but it does not create an ecological environment for users to experience wonderful AI life.
Faced with the industry's 'AI' chaos, this year's conference, Zhao Ming combined with glory experience, for the first time to talk about AI's 'triple realm': chips, smart systems, AI applications. Zhao Ming explained: ' AI is not a function, a module or a technology, but a complete system composed of chip algorithms, systems, etc. If a company wants to build a real AI capability system, hardware, smart systems and applications are indispensable for these three aspects. . '
The reason why he dares to refute the chaos of the industry development is that the glory is full of AI. The development of AI requires a systematic project from the underlying hardware to the upper application and ecological construction. In these respects, Glory has already laid out a plan in advance. be prepared.
According to Zhao Ming, starting from 2012 when Huawei established the '2012 laboratory', Glory began to explore the field of artificial intelligence. It has been persisting for six years. In December 2016, Glory released the industry's first AI mobile phone for glory Magic. The AI field took the lead.
In terms of chip R&D, thanks to the 10-year R&D and exploration of HiSilicon chips, the Unicorn 970 released at the end of last year became the world's first artificial intelligence chip with a built-in independent NPU (Neural Network Unit), while ensuring powerful computing power. It also provides the hardware foundation for the development of related applications at the upper level. In November 2017, Glory released the Glory V10. The powerful computing power provided by the AI chip further enabled the camera and other functions to open the AI mobile phone 1.0 era.
The glory of the 10 mobile phones released on April 19 marked the glory of the mobile phone AI officially entered the 2.0 era. In addition to continuing to strengthen the AI for the camera, entertainment and other applications of empowerment, more emphasis on AI ecology support.
In fact, at the developer conference held in Hong Kong in March, Huawei released HiKey 970, the world's leading artificial intelligence development platform. HiKey 970 will provide developers with an open-source development board with powerful AI computing, hardware acceleration, and strong performance. , assists in the ecological construction of AI applications.
In addition, Huawei also launched the Shining Star of the One Billion Fund, which aims to incentivize developers to innovate and collaborate with industry-leading partners to enrich the user experience in the AI 2.0 era, build an AI ring ecosystem, and complete the construction of capabilities from the underlying technologies. The in-depth breakthrough of application experience truly empowers the development of the industry.
You can see that relying on powerful AI computing, Glory AI 2.0 brings a steady stream of AI experiences (such as face recognition, self-portraits, scene recognition, etc.) and distinctive AI life (such as intelligent voice assistant, smart home Etc.) As Zhao Ming said, through AI empowerment, the mobile phone will become the co-processor of the future human brain, further narrowing the distance between users and experts, both for the user's feelings of use, as well as the improvement of the quality of life. To promote the role.
With the layout of chips, applications, ecology, etc., Glory has established a leading edge in the important aspects of AI.
Do the wind lectures without fear of the market in winter
Glory and Zhao Ming are regular customers of GMIC. This year, Zhao Ming also attended the GMIC Summit for four consecutive years. In recent years, Zhao Ming has continuously glorified core strategies and industry perspectives through GMIC output, triggering industry attention.
In 2015, the mobile phone industry in the Internet became popular. In order to compete for the first wave of 'demographic dividends' in the smart phone market, mobile phone manufacturers have devoted themselves to hype, marketing, and price wars, but they have neglected the quality and technological innovation of the product itself. At the GMIC Conference, Zhao Ming, who just took the post of President of the New Glory, proposed the idea of “Foolish Birds Not Waiting for the Wind” and reminded the entire industry to practice solidly. It should not be done on the road to brand building.
Based on the judgment of the industry's “Fengkou”, Glory proposed the slogan of “Fearless Wind Stopping” and smoothly passed the “wind stop” period of Internet mobile phones in 2016. In that year, Glory not only maintained the sales volume of 40 million units in 2015. , also achieved a huge harvest in product word of mouth. According to Bain's China Net Market Net Ratings data show that in 2016 the domestic smart phone industry net recommendation value (NPS), glory with 47 points and Apple's mobile phone tied for the first one.
In 2017, the voice of the Internet's mobile phone 'sing and fall” began to rise. At this time, Glory gave different perspectives. At the GMIC conference, Zhao Ming published the keynote speech entitled 'Celebrating the Future in the Second Half of the Internet.' According to the advantages of Internet mobile phones in sales channels and user interactions, their future expectations in the mobile phone industry are optimistic.
In 2018, the growth rate of the global smart phone market will further slow down. According to GFK data, China’s Q1 domestic mobile phone shipments were only 105 million units in 2018, a year-on-year decrease of 6.2%. As the demographic dividends faded, the replacement cycle lengthened. , The lack of killer applications and 5G has not yet arrived, the mobile phone market has entered the 'winter time'.
How to deal with the frozen period of the mobile phone market? In this year's GMIC, Zhao Ming proposed a three-layered barrier to glory for 'wintering': innovation, a friend who has a future, sails to the sea, and glorifies this year with 'a total wind and waves' The development of the tone.
Zhao Ming said that Glory insisted on the ultimate pursuit of innovation. It spends 15% of its annual sales on R&D, and Glory always stays at the forefront of the industry in product innovation.
In the construction of ecological partnership, according to Zhao Ming, from April 29th to May 1st, Glory will speed up the layout, and will open 100 stores under the line with partners, continue to advance to the line under the “light asset” model. .
After gaining a firm foothold in the Internet mobile phone industry in the domestic market, Glory turned its sights overseas and announced its overseas expansion plan at the end of last year. In 2018, Glory successively entered Myanmar, Vietnam, Malaysia, Indonesia and Thailand and other Southeast Asian countries. According to third-party data, in the first quarter of this year, Glory’s overseas sales doubled year-on-year, including the fastest growth rate in the Indian market, and a year-on-year growth in the UK and Russia and other markets.
Relying on the above-mentioned three-layer barrier, Glory has achieved a contrarian growth in the industry's 'winter' and gradually pulled away from competitors.
According to Glory's plan, Glory will become the world's top five mobile phone brand in three years. It is expected that overseas sales will reach 50% in 2020, which means Glory will become a truly international technology brand. (Proofreading/Fan Rong)
4.Q1 China smart phone market plunged 21%: Apple fell out of the top four and the market further concentrated
According to the mini-network news, the latest report of market research organization Canalys stated that in the first quarter of 2018, the sales of smart phones in mainland China recorded the largest decline. In the first quarter, the annual shipment rate of smart phones fell by 21% to 91 million, among the top ten manufacturers. There are eight sales decline.
Apple's fourth place was replaced by local brand millet. Millet shipped 37% to 12 million shipments, the highest growth rate.
According to Canalys data, in the fourth quarter of 2017, Apple's sales were still slightly ahead of millet. Champion Huawei (including Huawei glory) shipped 2%.
The report shows that the smart phone market in mainland China is gradually being dominated by four local manufacturers, namely Huawei, Oppo, Vivo and Xiaomi. In the first quarter, the sales volume of these four companies accounted for more than 73% of the total sales in mainland China. In the first quarter, the company's market share outside the top five fell to 19%, and it is expected to further integrate.
Canaly company analyst Mo Jia said: 'In a big country like China, the cost of market and channel management is extremely high. Only companies that reach a certain scale can afford to deal with it.'
5. Jin Li layoffs Meizu guilty The space left for second-tier mobile phone manufacturers in China is really not much
On April 26, Jinli held a new-market media tasting in New Delhi, India, to prepare two new models in the Indian market. This is the first time Jinli released products after the crisis, and will focus on the Indian market in the future.
As a domestic mobile phone brand with a history of 16 years, Jin Li has recently experienced a serious crisis. Since the end of 2017, Jin Li has fallen into a series of negative rumors, including huge marketing, executives involved in gambling, equity freezing, debt arrears and arrears. Wait.
In April this year, the market heard news that the Jinli Dongguan factory began to dismiss its employees. Jin Li responded by saying that layoffs are one of the measures for self-rescue. I hope that the outside world will give them more time.
The Meizu who just turned 15 have not been very good recently. Starting in 2016, Meizu was exposed to numerous layoffs. In early 2018, the number of Meizu stores that had been rumored to be closed reached 500. Not long ago, Meizu executives The news on the headlines of major media has caused no harm to the company's image.
On the night of the Meizu New Product Launch Conference on April 22nd, the senior vice president of Meizu, Yang Lan, publicly responded to the Guilty incident for the first time. He stated that Meizu thinks this is an organized offensive or threat of public opinion. 'Through consideration, we The final decision is still focused on the new products released this time, and your work will naturally speak for you.
In fact, in addition to Jinli and Meizu, Cool, Lenovo, ZTE and other second-tier mobile phone operators have all been trapped in a crisis of survival. In addition to their own business problems, the Chinese market has indeed left them with little space.
Second-tier mobile phone business space is squeezed
According to data from China Information and Communications Research Institute, in recent years, the growth rate of China's smart phone shipments has been declining, and the market has become saturated. In the first quarter of 2018, China's smartphone shipments fell by 27% year-on-year.
At the same time, brand concentration in the Chinese smartphone market is rapidly increasing.
According to data from the China Institute of Information and Communication Technology, in the fourth quarter of 2017, the shipment volume of the first-tier (TOP5) mobile phone brand reached 75.8%, which was 26.1% higher than the first quarter of 2016. The second-tier (team 6-10th) Brand's brand market share was severely squeezed, with shipment share falling from 16.1% at the beginning of 2016 to 7.1% at the end of 2017.
QuestMobile data also showed that in March 2018, over 80% of the Chinese smartphone market was occupied by Apple, OPPO, Huawei, Vivo and Xiaomi. The combined share of Samsung, Jinli, Meizu and other second-tier mobile phone makers was only 12%. This figure also has a tendency to keep shrinking.