1. ZTE sells mobile phone business Huawei, Xiaomi, OPPO bid? Response: Bo eyeball, will not give up the local market
According to the micro-network news, today's foreign media reported that ZTE has basically no inventory, and is preparing to sell mobile phone business rumors. The parties involved in the negotiations include Huawei, OPPO, Xiaomi and other companies. According to the rumor, these potential participants are very hesitant to take over. As for the value of ZTE's mobile phone business, everyone's heartbeats are irrelevant. Together with the ban on chip sales, the future of ZTE's mobile phone business is full of uncertainties.
Last month, the U.S. Department of Commerce ordered the suspension of the sale of ZTE. This penalty made the technical tension between China and the United States reach a high point. Before this, several U.S. companies have been reported, and Taiwan and Japanese companies have suspended the supply of ZTE. The news shows that ZTE is facing untold suffering. At present, the company’s main online sales channel in China’s official Tmall Store has no products, the page shows that it is being renewed, and it is equipped with a picture of the rowers, together with 'Your youth is used to fight!' The words (the page is currently unavailable). ZTE official online store also uses the same picture of the text.
However, as of now, the ZTE official mall and the Tmall flagship store page show 'website revision' and cannot place orders. However, ZTE's official flagship store in Jingdong is still in normal sales. In addition, offline retailer Dixon is still selling ZTE Mobile phones, have not heard the news of stopping sales.
Foreign media reported that some operators in China are continuing to sell ZTE mobile phones at their retail stores, but stocks are also coming to an end. It is expected that they will soon stop selling. An employee said that production has stagnated.
Reuters estimates that 25% to 30% of ZTE's spare parts come from the United States, and its core components depend on US suppliers. More than 50% of ZTE's smartphone processors are supplied by Qualcomm, and most of the rest are from MediaTek. Although ZTE can continue to rely on MediaTek's midrange chip, any chip maker other than Qualcomm cannot provide sufficient performance for the company's high-end smart phones. ZTE's mobile phones, mainly overseas markets, are also facing the ban on native Android systems. danger.
Previously, ZTE Corporation announced that it has submitted an application to the Bureau of Industry and Security (BIS) of the US Department of Commerce, requesting the suspension of the implementation of the ban, and postponing the annual shareholders’ meeting originally scheduled for this Friday. There is a great deal of disagreement and the dispute will inevitably last for a long time. Although MediaTek has been 'approved' to resume its supply to ZTE, it is obviously unable to supplement ZTE's demand. At this time, it is not surprising that ZTE has reported selling mobile phone services.
In response to this rumors, Lu Qianhao, deputy general manager of ZTE Terminal's Strategy and Marketing Department, said: 'I am reminded of the hot essay actually recovered by PS Ma and WeChat. Using PS to catch the eye, this is a departure from the media's dreams and principles.' ZTE insiders said that ZTE will not give up the local market. 'Online Jingdong, the offline operator's stores are also selling ZTE mobile phones.' The source said.
Huawei and OPPO have denied this at the same time. Huawei stated that it has not heard any relevant news in this regard and will not make comments; OPPO officials said, 'There is no such thing'.
Wang Yanhui, secretary-general of the China Mobile Alliance, emphasized that everyone is preaching that ZTE wants to sell mobile phone business. If management does not hope to make a plan for the lifting of the ban in the future, it is understandable now that China and the United States are still negotiating, and ZTE has just submitted to the US Department of Commerce. Lifting the ban application. It is obviously unreasonable to sell the mobile phone business now. As for potential buyers, it is also possible to understand the situation. It is impossible to have the courage to touch this mine and get burned. (Proofreading / Xiaoqiu)
2. Huawei Director Chen Lifang: Face the United States, Do not let emotions lead the work
On the 8th of May, Huawei's Voice Community announced a Huawei Director. Senior Vice President Chen Lifang addressed the new employee's speech and responded to several questions raised by the new employee.
About the United States: Do not let emotions lead the work
Chen Lifang pointed out that one of the basic principles of Huawei's global business is to abide by laws and regulations, deal with the certainty of legal compliance, and deal with the uncertainty of international politics. Huawei strictly follows local applicable laws and regulations in the markets it operates and includes the United Nations. International export control regulations and sanctions regulations, including the United States, the European Union.
Chen Lifang emphasized: 'About the U.S. market, the company has always believed that the market does not choose us. Complaints are also meaningless. Do what you can do, and devote more time and energy to recognizing our customers. Prepare and wait until the market needs. When we go again.
Chen Lifang also quoted a section of Ren Zhengfei’s conversation within the team: 'We must face up to the United States’ strength, see the gap, and firmly study the United States. We must never allow anti-American sentiment to dominate our work. We must not support populism in our society. No populism is allowed inside, at least it is not allowed to have the opportunity to speak. All employees must have a sense of crisis, not blindly optimistic, can not have narrow nationalism. '
Huawei's Vision and Mission
According to Chen Lifang, Huawei has just released a new vision and mission this year: Bringing the digital world to everyone, every family, every organization, and building an interconnected smart world. This is an inspirational ambitious goal.
Vision is not only the pursuit of a team, but also reflects the values and discourse systems shared by a group. Chen Lifang believes that the lofty vision can inspire people's sense of mission and responsibility, and give people the daily work and struggle. Different meanings; and the values shared by the group, can make the team's power to be stimulated to the greatest extent, and at the same time, it can also correct each individual's specific behavior, so as to achieve the vision and goal pursued by the group.
When talking about Huawei's business in the future, Chen Lifang emphasized that Huawei will focus on its core capabilities to focus on ICT infrastructure and smart terminal areas and will not diversify.
Chen Lifang believes that the main horizontal development in the future is the perception of all things, the interconnection of all things, the intelligence of all things, all walks of life in the world, and all things are going digital.
In the future, Huawei's carrier business will follow the industry's cyclical adjustments to rationally plan. At the same time, it will also expand horizontally around core capabilities. Chen Lifang said that companies, smart terminals, and clouds are all businesses with huge future development potential.
Moore's Law applies to business operations and life
Chen Lifang believes that Moore's Law is not only the law of technology or industry, but also the law of corporate management and even life growth.
A company often faces many important junctures. If it is not self-initiated change, self-criticism, self-improvement, waiting for others to criticize, everything is late.
The same is true of individuals. A one-molecule cycle is almost two years. Chip products will be replaced. The speed of updating new information and new knowledge is almost two years. We must have an open mind, persist in learning, self-iteration, and Take the pace of the times.
Behind every wonderful, successful life, there must be his own Moore's Law.
Chen Lifang also talked about Huawei’s talent concept. She said that Ren Zhengfei once said that the era of smart society is unimaginable. Huawei needs more and thousands of heroes paddle. Huawei does not have a formal definition of applications, and encourages it. Heroes of different heroes emerge in actual combat. Heroes do not ask for a place, they do not pursue perfection, and any position, any rank, any time can produce a hero. Huawei is a black land of talent. (Proofreading/Fan Rong)
3. Google moved! A big wave of Chinese mobile phone manufacturers into the first batch of Android P supporters
Gathering micro-messages (Wen/Luo Ming) Although the Android operating system is very popular in China, due to Google's withdrawal from China, it lacks strong supervision. Chinese mobile phone manufacturers have not been keen to upgrade the Android system. This is a fragmentation of the Android system. One of the reasons for this change is Google’s headache.
However, today, Google has been moved by these Chinese mobile phone manufacturers who have been crane-tailed for thousands of years. Let’s not mention early testing of Android P’s millet (test model MIX 2S) and Huawei (testing model Huawei Mate10). Even the big blue-green manufacturers that have been spit-faced by users for years have become the first Android P test vendors. The models tested by them are OPPO R15 Pro (OPPO R15 Dream Edition)/vivo X21/vivo. X21 UD (ie vivo X21 screen fingerprint version).
According to the Q1 data released by IDC, in addition to Apple’s use of iOS, top four mobile phone manufacturers in China, the other four OPPO, vivo, Huawei, and millet all use the Android system. As mentioned earlier, these four companies all have Android P support devices. Their other models can also support the latest Android operating system faster and better. With the support of big manufacturers, the fragmentation of Android will be well resolved.
In addition to the above-mentioned Google officials announced the first batch of Chinese manufacturers supporting the Android P test, another small and beautiful domestic mobile phone maker, Yi Jia, also announced: The upcoming release of one plus six will also be one of the first models to support Android P.
Both domestic and small manufacturers are keen to support Android P. This is what Google has never thought of. Perhaps the efforts of domestic mobile phone manufacturers will make Android's ecological environment more and more healthy. (Proofreading/Fan Rong)
4. Huawei's Taiwanese generation: AI chip is the decisive point of smart phones
Huawei Taiwan general manager, General Manager Yu Hai, told reporters recently that from the perspective of the development of mobile phones, there will be a big change every ten years. In terms of smart phones, the first iPhone has been introduced for a decade now. At a new turning point, it is artificial intelligence (AI) that determines the future mobile phone appearance. That is, the generation of mobile phones will move from smart phones to artificial smart phones.
Judging from the progress of human civilization, AI is one of less than 30 universal technologies. The so-called universal technologies include wheels, electricity, etc. AI is also a general technology. Now everyone uses mobile phones, mainly Google, Facebook, Line, WhatsApp, etc. Think about what kind of mobile phones will evolve in the future. Will consumers care about the applications behind them? For example, if the future user simply says to the mobile phone: 'I want to go to Xinyiweixiu', there will be all sorts of information needed. The user will not care about the navigation system that is provided by that company. Therefore, the winning point in the future is the 'entry'. The smart phone is the best entrance.
He believes that smart phones will continue to evolve on AI. Smartphones are like the extension of human features. If you think about what is still being extended, the future will certainly continue to expand. And smart phones have AI, become smarter, Provide more intimate services, its application will be more scene.
He pointed out that many smart phones, for example, have now enhanced camera functions through AI, or provided instant translations, and even when they answer, they find that the ambient sound is too noisy, they can also start noise reduction and improve the quality of the call, just like the personal touch. Little helpers. Even integrated various cloud services, set alarms from the day, reminded the schedule of the day, informed family birthdays and so on.
Huawei recently introduced the world’s first mobile AI chip, because when considering its own core competitiveness, Huawei believes that the development of its own processor will help future breakthroughs in technological innovation because it will continue to invest in AI chips. Get market opportunities.
However, Bohai stressed that Huawei's own chip is not sold externally. At the same time, Huawei also procures Qualcomm and MediaTek chips because the technology will continue to evolve and there will be competition for progress. Only keep open to introduce better products to consumers. Relying on yourself is not a good choice in the long run.
5. Bloomberg: Over-optimistic? Xiaomi IPO valuation is further lowered to 600-700 billion US dollars
Sina Technology News Beijing time on May 9 afternoon news, Last week, investors did not even comb the millet 597 pages of IPO documents from start to finish, doubts on the smart phone manufacturer's ultra-high IPO valuation has already begun spread.
It is not entirely clear yet, because potential stock buyers are deterred by the original $100 billion in price, or if bank and corporate executives seek to adjust their expectations, Xiaomi will be able to reap greater first-day gains on the market. Now informed sources have disclosed that The latest valuation is between 600-700 billion US dollars.
The outside world estimates the IPO of this startup company that has been established for 8 years, rising from USD 30 billion to more than USD 100 billion. Although 70% of Xiaomi’s revenue comes from the sale of smartphones, its co-founder Lei Jun insists that Xiaomi’s real The goal is to become an internet service company that makes money through advertising and online games.
The outside world sees it as a hardware manufacturer. Investors use Apple's 2017 sales of 3.5 times to measure the value of millet, which is about 62 billion US dollars.
Informed sources said: In the recent global stock market downturn, millet's previous target valuation is too radical. At present, the debate on the valuation of Xiaomi is very enthusiastic.
Why do you lower it? There are two possible reasons:
The first reason: Over-optimism
More than 90% of Xiaomi’s revenue comes from hardware sales, and some criticize that Xiaomi’s initial target valuation is a bit overly optimistic.
As everyone knows, smart phones are the most famous product of Xiaomi. Xiaomi has advertised himself as an Internet company, just like Alibaba and Tencent. But from a business point of view, it is not an Internet company, at least not yet. Xiaomi needs to continue to spend Time to persuade investors to convince themselves that they can make a smooth transition, first selling a large number of mobile phones and then making huge profits from related services, just like the Apple model.
The second reason: Technology stocks are not optimistic
Why lower the valuation? Maybe it's just because this year's technology stocks are down.
Sanford C. Bernstein analyst Sanford C. Bernstein pointed out in an interview that the new target valuation is still at the same level as the valuation of Internet companies, much higher than the valuation of hardware companies.
When is the official IPO? It has not yet been determined, but the "Wall Street Journal" reported that it will be carried out in the coming months.
6.Apple urges FCC to reserve more unlicensed spectrum for 5G
Sina Technology News Beijing time on the morning of May 10 news, Apple is trying to persuade the US Federal Communications Commission to abandon its plan to use the 5G wireless technology to achieve ultra-high frequency spectrum, and then provide these wireless spectrum to enterprises.
In a document released last week, Apple suggested that the Federal Communications Commission (FCC) retain a large number of unlicensed spectrums between 95GHz and 3000GHz to 'encourage enterprises to develop a series of innovative services and Engineering techniques to make full use of these frequency band resources' and avoid 'strict supervision'.
The FCC is considering how to handle these ultra-high spectrum wireless microwaves in the 5G era. Last week Apple submitted the document to the agency. Earlier this year, the FCC sought advice from the public about the use of the 95GHz wireless spectrum. It is not suitable for wireless communication.
But now with the development of 5G, the fifth generation wireless communication technology, these ultra-high spectrum wireless microwaves suddenly become very valuable because they can be used to achieve faster network transmission speeds and greater network bandwidth. The advantage of 5G is to increase the transmission speed, coverage, and responsiveness of wireless networks. However, ultra-high frequency spectrum also has its shortcomings, that is, shorter transmission distances. However, experts are still very optimistic about these wireless frequency bands. Implement 5G technology.
It is unclear what kind of new applications are allowed in these bands. This is why Apple urges the FCC not to sell these ultra-high frequency spectrums exclusively to a private company through authorization. Instead, it should provide it to enterprises for free. However, the licensing fees are It is FCC’s past commercialization of the new frequency band. Apple recommends that the FCC reserve more spectrum without licensing fees, just as the FCC did for Wi-Fi in the past.
Apple made two proposals in the document submitted to the FCC. First, it is recommended that the FCC increase the proportion of frequency bands used for non-authorized purposes, which is different from the previous preferred mode of authorization of the agency. Second, it is proposed to broaden the use of non-authorized purposes. Spectrum.
Apple mentioned that 'high-bandwidth operations' need to be implemented with '20GHz or higher spectrum'. At the same time this is also beneficial for 'environmental protection, human security, and manufacturing'.
Apple's proposal may not be in line with the interests of the traditional wireless communications industry. Although wireless operators also use unlicensed spectrum like Wi-Fi, their business model and strategy is based on the purchase of spectrum licenses to achieve their exclusive applications. In general, wireless operators will lobby to open more licensed spectrum and less unlicensed spectrum. Sina Technology
7.ZTE: The company’s cash is sufficient, and its main business activities are no longer available
On the evening of May 9th, the micro-network news was collected. ZTE announced a progress announcement on major issues and said that due to the refusal order, the company’s main business activities could no longer be carried out.
According to the announcement, at present, the company has sufficient cash and adheres to commercial credit under the premise of legal compliance. The company and related parties actively communicate with relevant US government agencies to promote the U.S. government to adjust or cancel the refusal order so as to promote good development. ZTE stated that it will promptly disclose information based on important progress in the above matters. Investors are advised to pay attention to the company’s follow-up announcement and pay attention to investment risks.
Previously, ZTE Corporation announced that it has decided to postpone the 2017 annual general meeting of shareholders of the company. It is expected that the 2017 annual general meeting of shareholders will be held before June 30, 2018.
Regarding the reasons for the postponement, ZTE stated that the impact of the refusal order of the US Department of Commerce’s Industrial and Security Bureau was approved at the 30th meeting of the 7th Board of Directors of the Company. The 2017 annual general meeting of the Company will be postponed. The day will remain unchanged, and the chairman of the company shall be authorized to authorize the 2017 annual general meeting of shareholders and issue relevant announcements in accordance with the actual conditions of the company and in accordance with the relevant provisions of laws and regulations and the "ZTE Corporation's Articles of Association".