2. Equipped with under-screen fingerprinting technology Samsung Note9 appeared in advance on the website of the Ministry of Industry and Information Technology;
Gathering micro-messages Recently, Samsung’s mobile phone model SM-N9608 appeared in the Wireless Certification Center of the Ministry of Industry and Information Technology. According to the nomenclature, this is undoubtedly the National Bank version of Note 9. In the past, Samsung released the Note series in September. The month appears and indicates that Note9 will be released earlier than usual.
According to the previous news, Note 9's internal code 'Crown' (crown), has already appeared in the GeekBench running sub-database (SM-N960U), confirmed to carry Xiaolong 845 processor, 6GB memory, Android 8.1 system, European and Korean version, etc. Expect to be equipped with Exynos 9820.
According to previous news from South Korean media, Samsung Note 9 was mainly promoted in appearance this year, continuing the 18: 9 full-screen solution, but the forehead and chin were narrowed down, while putting fingerprints on the screen, the proportion of the entire mobile phone screen S9 Plus further enhances.
Now, some netizens broke the news on Weibo, saying that everyone looks forward to the Galaxy Note9 screen fingerprint has been stable, the chin is still, but a lot narrower, the surface is too small than the S9 lost, the middle box still maintains the existing S9 Hold the grip.
Other possible configurations are: 6.4-inch screen, Bixby 2.0 voice assistant, 4000mAh battery.
Samsung Note 9 is expected to be released in advance from July to August. The OLED screen panel has been put into production.
As for why Samsung is anxious to make Note9 appear ahead of time, we look at its market share in China.
Samsung’s market share plummeted from 20% a few years ago to 0.8%, and entered the Others sequence. It is clear that Samsung hopes to save its market share in China with Note9.
3. For the first time, Xiaomi Mobile hit 100 million units in 2018;
Last year, Xiaomi experienced an unprecedented major reversal. The year-end handset shipments eventually reached 92.4 million units (IDC data). Compared to less than 50 million units in 2016, they almost doubled and returned to the top five in the world. The growing ecological chain, profitability has become increasingly stable, Xiaomi's listing also has a solid foundation.
Industry sources estimate that Xiaomi's mobile phone shipments in 2018 are expected to exceed 100 million units for the first time.
Although the increase will not be too large (up to about 10%), but in the global and China smart phone industry is not the case, if millet can go further and cross the 100 million mark, it is undoubtedly a miracle.
Given the prospect of Xiaomi's prospects, the industry chain also has high hopes for Xiaomi, such as Foxconn in Taiwan, Inventec, Dali Optoelectronics, TSMC, etc., all hope to get more orders from Xiaomi.
Of course, after Lei Jun’s personal management, Xiaomi also attached great importance to the supply chain. Xiaobin’s president, Lin Bin, recently visited Dali Optronics, allegedly hoping to further ensure the productivity and supply of camera modules, especially on high-end models. Dual cameras.
At the same time, TSMC is using 16nm process to manufacture Xiaomi's second-generation autonomous processor 澎湃S2. The initial order volume is too high. However, with the enhancement of Xiaomi’s chip R&D capabilities, it is expected to add more orders later.
The TSMC will be the next-generation 7nm processor for Qualcomm. It will also appear on Xiaomi's mobile phone - Xiaolong 855.
In addition, Xiaomi attaches great importance to the Indian market. In the fourth quarter of 2017, it surpassed Samsung as the largest brand in the region and has established a new PCB factory in cooperation with Foxconn.
4. China's smart phone global share will reach 18.4% this year will surpass Samsung LG;
According to Korean media reports, the sense of crisis in the Korean smart phone industry is gradually spreading. Although Samsung Electronics and LG's first-quarter profit increased compared to last year, it is still unclear because the two companies’ share in the global smart phone market is gradually declining. Are they still able to deliver record earnings in the second quarter?
On April 26th, Samsung Electronics announced that its smartphone division reported revenue of 28.45 trillion won in the first quarter, and operating profit of 3.77 trillion won. Experts said that Samsung’s previously released Galaxy S9 performed well in the initial shipments. Earlier this month, it exceeded 10 million units, boosting the mobile phone division. At the same time, LG announced its first-quarter revenue of 2.158 trillion won for its mobile phone division, with an operating loss of 136.1 billion won. Despite the fact that LG’s mobile phone division has still not escaped Deficit, but the business structure has improved.
The outlook is dim
However, it is unclear whether the two companies can maintain similar sales performance in the second quarter. With the global smart phone replacement cycle extended, the smart phone market is shrinking at present. With the gradual discontinuation of production of old and mid-end models, Samsung is expected to Sales of smartphones will decline in the future. In addition, Samsung’s profitability in the high-end smartphone market is also expected to decline due to weak succession of flagship models and rising marketing costs.
As for LG, it is planning to release the strategic model G7 ThinQ, but I am afraid it cannot reverse the 12 consecutive quarters of deficits.
Analysts pointed out that the decline of the global smart phone market and the rapid rise of Chinese companies are the main reasons leading to the uncertain outlook of Korean mobile phone manufacturers. According to market research firm Strategy Analytics, the share of Korean smart phones in the global market this year will be from 2015 22.5% fell to 19.5%. At the same time, the share of Chinese smartphones such as Huawei, OPPO and vivo will increase from 10.5% in 2015 to 18.4%.
Struggle in China and India
In particular, Korean smart phones are struggling in two major emerging markets: China and India. In the Chinese market, the share of South Korean manufacturers had reached 19.7% in 2013, but now it has dropped to 1.7%. In contrast, four Chinese intelligences Mobile phone companies (these three plus millet) accounted for 48.7% of the Chinese market in the fourth quarter. Samsung’s share in the quarter was 0.8%, which fell below 1% for the first time in history.
Another worrying issue is that Samsung’s share of the smart phone market in India is also declining, after having previously ranked first in the market.
According to data from Canalys, Xiaomi first reached the Indian mobile phone market with a share of 27 in the fourth quarter of last year. Samsung ranked second with a 25% share. By the first quarter of this year, Xiaomi’s share has expanded to 31%, while Samsung’s The share is still 25%, showing that the gap between the two sides is expanding. Tencent Technology
5. Pass Huawei to hold its own smartphone operating system to guard against 'worst events';
The United States issued a ban on sales orders against the land plant ZTE (ZTE). ZTE may lose the authorization of Google's Android operating system. The smart machine business is in shock. According to reports, the United States will continue to attack another Huawei plant, the source said. Huawei is ready early and continues to develop its own operating system so that it can be used at such a critical juncture.
The South China Morning Post reported on the 27th that related persons stated that after the US investigation of ZTE and Huawei in 2012, Huawei began to develop its own smartphone operating system and build its own tablet and personal computer operating system. The rumored project was founded by Huawei’s Ren Zhengfei. (Ren Zhengfei) ordered the start. He believes that this is a strategic investment and can be prepared for the “worst case.” The company has not released its own operating system because it does not perform well on Android and does not support many third-party software, but If Huawei is really on the trail of ZTE, there will be emergency plans available.
FinancialNet alleged that Ren Zhengfei’s speech in 2012 mentioned the matter. Ren Zhengfei said that for strategic reasons, it is necessary to develop its own operating system. If this is not done, if the company suddenly cannot use Android or Windows 8, it will embark on a path of desperation. He also said that he does not oppose the purchase of high-end chips from the United States and at the same time develops his own high-end chips. Huawei needs to use more American chips and do its best to understand that if the United States suspends the sale, it can only be replaced with its own chip. Bad, but still available.
Perhaps because of this, Huawei’s R&D expenses are extremely high. Last year it reached 14.2 billion US dollars, accounting for 14.9% of revenue, which is second only to Amazon, and even higher than Google’s parent company, Alphabet. Huawei’s R&D team has its own Hassir Unicorn chip. , do not need to rely on Qualcomm completely.
6. Foreign media: Samsung will weaken the control of the Lee family and greatly simplify the ownership structure;
Sina Technology News Beijing time on April 30 evening news, "The Wall Street Journal" today quoted informed sources that in the coming months, Samsung Group will significantly simplify the company's ownership structure to address the company's long-term outside criticism.
For a long time, Samsung Group has been criticized as 'Sacrificing the interests of minority shareholders in exchange for the interests of the Lee family'. This time, Samsung hopes to get rid of this traditional dispute.
Informed sources said that Samsung Group's two affiliates, 'Samsung Motor' and 'Samsung Fire & Marine Insurance Company', will sell their stake in 'Samsung Properties' (actually held by Samsung Group) of about 1 billion U.S. dollars, thereby resolving the current situation of Samsung Group. There is a problem with circulating stock holdings.
This potential deal can resolve the last four rounds of cross-shareholdings of Samsung Group, and this ownership structure has been criticized by domestic and foreign investors and regulatory agencies in Korea. Since 2013, Samsung has started to reduce its cross-shareholdings.
At present, the plan is waiting for the voting of the board of directors of the two subsidiaries. The specific selling time will depend on the financial market conditions.
Informed sources said that in recent weeks, Samsung executives held talks with South Korean and foreign investors and shared the plan.
Analysts said that Samsung’s move, and other ongoing restructuring actions, will eventually weaken the Li family’s control of the company. To be exact, that is, the control of Lee Jae-yong, vice president of Samsung Group. right.
After being released from prison in February this year, Li Zaijun has officially returned to Samsung earlier this month and currently manages more than 60 subsidiaries and subsidiaries of the Samsung Group. He recently said at an executive meeting that Samsung must be long-term. The vision of development to completely solve some of the company's management problems. (Li Ming) Sina Technology