1. The next two weeks, the ZTE crisis will usher in a key time node;
Micronet collection reported on May 11
According to Bloomberg, an e-mail addressed to the company’s top executives revealed that ZTE will describe the next two weeks as 'a critical window of time' and asked the company’s management to appease employees’ emotions.
The e-mail mentioned that the content includes that the company is currently trying to get out of the deadlock as soon as possible, 'Do not let inaccurate information and rumors disrupt people's hearts. Stick to your posts, inspire your team members, and reassure your team' etc.
From the point of view, the ZTE crisis has indeed ushered in the most crucial node. On the one hand, ZTE's inventory has been in short supply, and it has already begun to affect the normal business activities. On the other hand, Sino-US trade negotiations will also usher in key time points.
From the April 16 US Department of Commerce’s Bureau of Industry and Security (BIS) made the decision to activate ZTE’s refusal order, it has lasted 25 days as of today. According to previous industry comment, ZTE’s inventory is only enough to maintain one Months or so will be exhausted.
According to the announcement of ZTE on May 9, the refusal order has caused the current company's main business activities to no longer be possible. Some media reports that the current mobile phone business, ZTE official mall and Tmall flagship store page show 'website revision', can not Order.
In addition, from a business perspective, important customers are able to tolerate and wait for shorter and shorter time. As time goes on, they will be delayed further. Even if the ban is lifted in the future, it will cause irreversible losses to ZTE.
What ZTE can do now is to actively promote the early resolution of issues. On the evening of May 6, ZTE Corporation issued an announcement saying that the company has formally submitted an application for suspension of enforcement refusal orders to BIS, and submitted a response to the refusal order in accordance with the BIS guidelines. Materials. On May 10, according to the Wall Street Journal, a BIS spokesperson stated that the Bureau is evaluating ZTE's complaint and will immediately consider it.
However, some analysts believe that the key to the fate of ZTE is likely to be the next meeting of the Chinese and US delegations next week.
According to media reports, on May 7, local time, White House spokeswoman Sarah Sanders stated that Chinese Vice-Premier Liu He will visit the United States next week to continue consultations with U.S. economic and trade officials on economic and trade issues.
Saunders also said that both parties will work hard to achieve results that are beneficial to all parties. However, he did not disclose further details on the arrangements for the talks.
This is the latest progress since the Sino-U.S. talks in Beijing last week. After the U.S. delegation returned to the United States to report to President Trump, Trump rarely spoke on Twitter and the White House did not issue any statement on the contents of the report. Instead, it is directly announced that the two sides will discuss the issue again. This is of concern. As of now, the Chinese side has not officially responded to this. Analysts believe that, in a sense, the U.S. initiative to release the signal of continuing consultations is exactly the result of the Beijing talks. one.
2. Huawei official statement: Lenovo voted for the Polar code in 2016;
Huawei official rumor
Sina Technology News May 11 evening news, for the '3GPP on the 5G standard, why Lenovo does not give Huawei votes', Huawei said that at the November 2016 3GPP meeting, Huawei and other 55 companies (including Lenovo and Motorola) Mobile) jointly proposed Polar code as a control channel encoding mechanism and passed, Lenovo and its Motorola mobile voting for the program are in favor.
Previously, Lenovo had responded that all the votes were cast in favor. However, the voting site personnel recalled that the incident was divided into two rounds of voting. Lenovo supported the American company Qualcomm in 86 meetings and supported it in 87 meetings. Huawei.
The 86th meeting was held in Portugal in October 2016. Lenovo voted for Qualcomm. Eventually, this meeting determined that Long Code used Qualcomm's LDPC solution and became the final solution for the 5G control channel eMBB scenario coding. Outstanding.
The 87th meeting was held in the United States in November 2016. It was mainly a short channel for data channel voting. This time, Lenovo voted for Huawei's approval. Finally, the number of companies that supported Huawei's proposal reached 59, and Polar became the control channel upstream and downstream. Downlink coding scheme, short code scheme.
This time, Huawei confirmed that Lenovo voted in favor of the 3GPP conference in November 2016. Huawei and other 55 companies (including Lenovo and Motorola Mobility) based on extensive performance evaluation and analysis comparison, jointly proposed Polar code as a control. The coding mechanism of the channel was adopted, and Lenovo and its Motorola mobile all voted for the proposal.
At the November 2016 conference, after Huawei's Polar code solution won, it caused the media to use 'Huawei to win 5G era' as a title report.
At the time, one of the main contributors to the project, Wan Lei, director of Huawei's Wireless Network Standards Patent Department, once said that he hoped that everyone would refrain from making inappropriate remarks so as not to harm the unity atmosphere of the 3GPP. 'Participate in it and understand that this is just 3GPP's work as the International Organization for Standardization. Another 5G feature contributed by the telecommunications industry is the common contribution of many companies in the industry. The technology has no borders. The success of 3GPP is due to its internationalization. Its Roman forum-style technical debate is to promote the optimization of technology. To improve the core mechanism. Sincerely wish the 3GPP's global democratic spirit goes back to ancient times...' (Zhang Jun)
3. Huawei mobile phones will be allowed to install Bitcoin wallets, which are excluded from mainland China;
Gathering micro-messages (Wen/Luo Ming) According to Bloomberg, Huawei and BTC (BTC.com) have cooperated with the Bitcoin website. From May 11th, Huawei mobile phone users will be able to download BTC’s Bitcoin wallet via App Gallery. .
An executive from BTC stated that this cooperation with Huawei is a good opportunity to enter the cryptocurrency market in China. The executive stated that the market for cashless payment is very large, and the traditional banking system does not provide it, so it is encrypted. There is a large market space for money payment.
However, the latest news showed that Huawei responded that BTC's application for launch was officially approved in some countries and regions after it was approved by AppGallery, but it did not include China.
In fact, the Chinese government conducted an inventory of all virtual currency exchanges last year, followed by a mandatory closure. The People’s Bank of China said in April this year that the ICO platform and Bitcoin exchanges that are currently identified have no risk. Chinese market.
According to industry sources, at present, the Chinese government prohibits cryptocurrency transactions, and Huawei does not dare to violate the policy of launching Bitcoin wallets in China.
The fact is also true that the current set of micro-network to open the domestic version of the 'AppGallery' - Huawei application store, enter Bitcoin wallet, can not find related applications.
In addition, it is also worth noting that this partner BTC.com controls the world's largest bitcoin mining pool, and BTC's controlling party is the domestic famous mining hardware manufacturer Bit Continental.
In 2016 and 2017, Bitland has successively launched BTC.com and ConnectBTC, and invested 20 million yuan to invest in ViaBTC. In addition, Bitland also has a close relationship with BTC.TOP, another major mining pool.
The current Bitland company holds 60% of the world's bitcoin mining pool. According to estimates made by analysts at investment bank Bernstein, based on a conservative forecast of 75% gross margin and an operating profit margin of 65%, Bitland last year Operating profit up to 3 billion to 4 billion US dollars.
4. Reversal? Jia Yueting's FF91 will fully land in China;
Gathering micro-messages, today, FaradayFuture has released a letter to celebrate the four-year anniversary of the company's latest progress.
In the letter, FF stated that change and lead is not just a slogan. It requires continuous efforts, passion and efficiency to achieve the scheduled delivery of FF91. We will fight side by side to make every effort to achieve mass production success. It also includes financial support. Investors have provided us with a steady stream of capital protection, and at the same time have fully decentralized our day-to-day operations. Thanks again for everyone's efforts to make significant progress.
FF mentioned that on the team side, talents from companies such as Ford and Tesla have recently joined and are responsible for key areas such as finance and IT. At the same time, large-scale recruitment of local production and technical support at Hanford has also been launched. In May, the official construction of the Hanford plant and the first production equipment installation will be welcomed. FF will also fully land in China, and the FF China headquarters will also be launched in Guangzhou. The Guangzhou plant will start construction as scheduled.
The FF 91 was called 'Tesla Killer' and it alleged that the accelerated test data exceeded the Tesla Model X P100D. Jia Yueting said that the FF 91 is not only comfortable but also a brand new third Internet living space. However, the price is not cheap. According to the analysis, the pricing of FF91 in the United States will reach about 250,000 U.S. dollars, and the domestic price will be at least 2 million U.S. dollars.
According to an earlier report, FF's factory in Handford, California, originally planned to start and install production line equipment in mid-to-late May. It is expected to complete deliveries by the end of 2018. However, no factories have been received so far. Resumption of procurement notice.
Previously, it was reported that two FF91 prototypes had arrived in Beijing and were located at the location of LeTV’s office in Jiuxianqiao, Jiuxianqiao, Beijing. On April 29th, after arriving in Beijing, FF 91 was shipped directly to LeTV Automotive Headquarters. .
The following is the contents of the FF full member letter:
For four years, FF ignited the dreams of countless people; After the disaster, it was time to put it into reality.
Dear Faraday Futurists, Happy New Year!
Thank you for your hard work every day at FF. Your hard work and dedication are now allowing FF 91 to be delivered on schedule. FF 91 will also redefine a way to allow people to live, move and breathe more freely. During the years we made great achievements, but we also learned profound lessons; we have full harvest, but we also face challenges. So, what is the next step? Before we talk about the future, let’s take a moment to recall the past and talk about why the company FF was born. , And how to grow and grow.
In 2014, our founder, Mr. Jia Yueting, and a team with only a few people wanted to establish a smart internet electric vehicle company in California. Despite being questioned and criticized, FF still built a company vision and mission to accurately predict the future industry trends. Electricization, intelligence, internetization and sharing are the core of FF's ideology, and it is also the pillar of FF's philosophy. FF's current Slogan accurately reflects the core essence of all this, that is, 'share smart travel ecological world'.
Thanks to the addition of more disruptors and pioneers, FF has been able to grow and grow in a relatively short period of time. I think we are all pioneers, and sometimes feel lonely and untimely. But pioneers are born alone. In the face of opposition at the beginning of business, doubts and incomprehension, we have never wavered. Faraday Futurists has always believed that as long as we can ignite more people's dreams, our persistence will eventually benefit the entire society. In the past four years, FF has experienced too much hardship. We even survived the test of life and death, but we survived. FF did not withdraw, and with your support, FF will continue. We should be proud to see more and more new forces follow the footsteps of FF to join the ranks of the carmaker. The “Sihua” trend has become a recognized direction in the industry. Finally, pioneers are no longer alone!
FF 91 is a product that breaks the borders. This all-rounder builds a smart travel ecosystem that breaks the boundaries of the three industries. Coupled with the 'automobile' property, FF 91 can't even find a product that can be benchmarked. We also hailed the many patents that FF has obtained, which will help FF continue to create more changes in six major technology areas such as vehicle platforms, computing platforms, automated driving, power systems, Internet systems and AI artificial intelligence. Today, FF has become the highest proportion of electric vehicle companies in the Internet and consumer electronics industry, which has already proved the genetics of FF.
We will continue to be committed to changes in business models and operating models. We will redefine cooperation to reconstruct the traditional car distribution model.
Change and lead are more than just slogans. We need continuous efforts, passion and efficiency to achieve the scheduled delivery of FF91. We will fight together to make every effort to achieve mass production success, which also includes financial support. Investors give We have a steady stream of capital protection, and at the same time we completely decentralize our day-to-day operations. Thank you once again for the great progress we have made.
On the team side, talents from companies such as Ford and Tesla have joined in the near future and are responsible for key areas such as finance and IT. At the same time, the large-scale recruitment of local production and technical support at Hanford has also been fully carried out. May, we The official construction of the Hanford plant and the installation of the first production equipment will be ushered in; the FF will also fully land in China, and the FF China headquarters will also be landed in Guangzhou. The Guangzhou plant will start construction as scheduled.
Almost all of the key suppliers and contractors are already in place. We will work well with each other because they are critical to the delivery of the FF 91. In any case, we will not dismiss the supplier casually for any reason or Contractor. We are open and open to all outstanding suppliers and talents.
The road ahead is long, the road is obstructing and long. We can neither lie on the past to be complacent and we cannot take the initiative to back off because the goal is too challenging. Let us be more passionate. We must be persistent and never give up because of FF's dictionary. There will never be a word of 'abandon'. Once, we are the leaders of dreams. Now, it's time to focus on the new species FF 91 delivered on time and high quality, and we will never relax on this. We want to deliver, deliver , Delivery, Let our dreams truly shine into reality!
Fight to the first!
CEO Office
5/8/2018
(Proofreading/Fan Rong)
5. Wu Dezhou exposes nut R1 detail. Xiaolong 845 and linear motor stabilize;
After collecting micro-messages (Wen/Luo Ming) at the end of the Nuts 3 conference, the hammer science and technology leader Luo Yonghao made a steady publicity campaign for the nuts R1 that will be released on May 15. Whether it is the endorsement of Edison Chen , Luo Yonghao has never been so active, he also threatened that after the end of the nut R1 conference, there will be many friends who copied the innovation of the new machine, further pushing up people's expectations for the nut R1.
It may be that some people think that it is Luo Yonghao bragging, not reliable, so today Hammer Technology's vice president of product line & hardware R & D and former Huawei Glory product field leader Wu Dezhou published a long article, revealing more product details of nut R1, To increase the credibility of Luo Yonghao's speech and to dispel the doubts of a few people.
In the article, Wu Dezhou said that the nuts R1 confirmed that it is equipped with the latest Qualcomm Xiaolong 845 processor, has a larger screen share and greatly improved camera performance, wireless fast charge and linear motors and other features, all of the nuts R1, in the AI In terms of usage scenarios, nuts R1 will break through.
In addition to confirming some of the nuts R1's product details, Wu Dezhou still did not forget to sell Guan Zi. He said that the nut R1 will launch a new interactive mode after the Big Bang, one step after another. It is described in the words of Luo Yonghao that Windows and iOS are spiked on the system side.
Luo Yonghao then forwarded Wu Dezhou’s microblog to express his approval. With Wu Dezhou's words as a real man for the nuts R1 platform, Xiao Bian also had to look forward to nut R1. (Proofreading/Fan Rong)
6. In this market, the cost-effectiveness of Chinese mobile phone brands can not be played by local companies.
Gathering micro-messages, although Bangladesh's telecom companies have only recently begun deployment of 4G networks, 4G smartphones have contributed 42% of mobile handset shipments to Bangladesh.
At the same time, due to the increase in tariffs, in the first quarter of 2018, more smartphone manufacturers began to choose to assemble mobile phones in Bangladesh.
According to the latest research report from the market analysis agency Counterpoint, in the first quarter of 2018, the smart phone in Bangladesh decreased by 18% compared with the previous year, an increase of 3% from the previous quarter.
China's smart phone brand in Bangladesh grew 25% year-on-year, accounting for 38% of the market share, maintaining rapid growth.
Counterpoint’s Tarun Pathak said: “The reason why this quarter was declining was because Bangladeshi network operators Grameenphone, Robi Axiata and Banglalink started deploying 4G networks in the first quarter of this year. Consumers hope that in the coming quarters, Buying 4G smart phones more in line with expected prices. With further expansion of coverage, smart phone demand in Bangladesh will pick up in the coming quarters. It is estimated that in 2018, smart phone shipments in Bangladesh will increase by 16%.
Counterpoint analyst Satyajit Sinha said when talking about the competitive landscape in the smart phone market in Bangladesh: 'Even if Chinese smart phone brands can provide products in the $100 market segment, local manufacturer Symphony still occupies a dominant position. In addition, another local The brand Walton also expanded and increased by 74% in Bangladesh's remote areas. The third-ranked iTel has become the fastest-growing mobile brand in Bangladesh in 2017 (564%) due to its active channel strategy in Bangladesh. In Bangladesh, the competition among the top five smart phone brands will be very fierce.
In addition, Sinha added: 'With the increase of import tariffs, mobile phone manufacturers have also had to consider investing in local assembly, and some OEMs have begun to take action. This strategy can help manufacturers gain more advantages in pricing. For example, Walton has already assembled in the area. Other brands such as Transsion, Symphony, Lava and Samsung have similar plans in the short term.
Bangladesh Smartphone Market Overview:
In the first quarter, smart phone shipments in Bangladesh fell by 18% year-on-year, an increase of 3% from the previous quarter.
Smartphone shipments accounted for 21% of total handset shipments, indicating that smartphones are gradually being accepted by consumers.
The local manufacturer Symphony is still the largest smart phone brand in Bangladesh, occupying 21% of the market share.
Walton is another smart phone manufacturer with more than 15% market share. In the first quarter, Walton's smartphone shipments increased by 74% year-on-year.
In the first quarter of 2018, locally made smart phones reached 25%.
iTel is the fastest growing smart phone manufacturer in the first quarter, an increase of 564% year-on-year, with a market share of 10%. Aggressive marketing plans and low-cost entry-level smartphones are the key reasons for its success.
In the first quarter, iTel surpassed Samsung, Huawei, and ranked third in Bangladesh. iTel's S11 is its best-selling mobile phone model in the first quarter.
Samsung’s smartphone shipments fell by 46% in the first quarter, and the market accounted for 10%. However, in the 4G mobile market, Samsung’s performance was better. Its J series accounted for 21% of Samsung’s total shipments. Samsung’s market share in the 4G smartphone market is 17%.
Huawei's market share is 8%. Y series (Y3) is its best-selling 4G phone model. Huawei contributed 20% market share to Bangladesh's 4G mobile phone market.
Grameenphone, Robi Axiata and Banglalink have launched 4G services since the end of February, but since most users are still waiting for the deployment of 4G networks nationwide, this has somewhat extended the replacement cycle of smartphones. / Fan Rong)
Bangladeshi smart phone brand distribution