1. Xiaomi TV set up two production lines in India, Huawei/OPPO/vivo or follow-up TV market;
Set micro-network messages (text/Deng Wenbiao), Millet's success in the Indian market is not limited to Xiaomi's mobile phones. According to supply chain manufacturers, Xiaomi TV is also very scarce in the Indian market. Foxconn moved two production lines to India and made a 55-inch millet TV for Xiaomi. Currently Foxconn Two production line equipment tools are on the way.
India's production line is about to go into production and Xiaomi is targeting Samsung again.
Earlier this year, Xiaomi TV officially entered the Indian market. Xiaomi TV also copied the low price strategy of Xiaomi Mobile. Its goal is to become the largest TV brand in India.
On February 14 this year, Xiaomi TV 4 began to appear in the Indian market. Xiaomi TV 4 uses a 55-inch screen, equipped with Cortex A53 quad-core processor, GPU is Mali-T830 MP2, equipped with 2GB of memory + 8GB storage, and Patchwall depth customization system , for only 39999 rupees, the price than Samsung, LG 'kind'.
Then, on February 22, when Xiaomi TV 4 was officially launched, it sold out in just 10 seconds. It is reported that in terms of video content resources, Xiaomi TV integrates the mainstream video platform in India; in the Patchwall system, Xiaomi adopted Depth system custom design, more in line with Indian user habits.
Millet TV 4 made Xiaomi ushered in a good start in the Indian TV market, and also made Xiaomi see the possibility of challenging Samsung again. However, most millet phones Xiaomi sells in India are produced in India. Xiaomi TV wants to challenge The status of Samsung TV in the Indian market, local production will be essential.
Wang Chuan, head of Xiaomi TV, once stated that we support the concept of 'Made in India' and are currently pondering this issue to try to find a solution for local assembly production of Xiaomi TV. With local support, we can save some taxes. , And then give rice flour to provide a more affordable price.
It is no longer a trade secret for Xiaomi TV to be manufactured by Foxconn OEM. According to the supply chain manufacturer mentioned above, the Indian government now has a favorable policy for Foxconn’s new production line for Xiaomi TV. In the early days, the factory was set up only for a deposit of 10%. Follow-up Investment costs will return 25% after production.
'At present, Foxconn's equipment and tools are being transported on the two production lines. The plan is to officially launch millet TV in June or August. 'The above supply chain manufacturers stated that Samsung TV is currently the most popular in the Indian market and Xiaomi is successfully seizing it. After the market share of Samsung mobile phones in India, the TV market is also targeting Samsung will be the highlight of Xiaomi in India.
Huawei, OPPO, VIVO are expected to enter the TV market
Seeing the success of 'Friendship Businessmen' in the TV market, mobile phone manufacturers such as OPPO, VIVO, and Huawei seem to have been unable to resist. Informed sources also revealed that currently OPPO and VIVO are also evaluating the research and TV market. Huawei is no exception. Follow-up OPPO, VIVO, or Huawei will formally enter the TV market.
At present, the smart phone from the product, technology, supply chain has been quite mature, fierce market competition, hardware profit space shrinks. And through the smart phone as the center for product extension to the smart home is considered safe and feasible development direction.
Although it is currently impossible to determine the OPPO, VIVO will eventually do television, but OPPO and VIVO have already assessed and investigated. At the same time, OPPO and VIVO are not very difficult to do television. Based on OPPO, VIVO's existing brands, the team of engineers can It will take a while to solve the problem at the hardware level, but it will take some time at the software level, but it is not difficult.
In contrast, it may only be a matter of time before Huawei makes TV. Huawei Hass chips have now become the semiconductor company with the highest market share of smart TVs and set-top-box chips in China. Prior to this, Huawei has released a number of TV boxes. This is a TV business layout. lay the foundation.
Huawei also previously jointly launched Skyworth with a 55-inch 4K smart TV under the product name CoolVision Glory A55 Smart TV. This TV is equipped with a Huawei Hass quad-core CPU. Huawei also made it clear that Huawei did not Will enter the professional smart home including refrigerators, washing machines and other fields, but will do some connected products, including routers, TV boxes, etc. As for the television field is studying.
Whether Huawei will eventually enter the TV market? The answer given by Huawei’s official microblog is not valid: “As long as you don’t give up, you can wait until you finally wait until you can see Huawei TV one day.”
However, industry analysts also said that if Huawei launches its own branded TV, it will certainly compete with TV brands such as Skyworth, TCL, Haier, Konka, and Xiaomi, and Huawei Hass chips will be promoted to these mainstream brand customers. It is just like Huawei. Siqilin processor only supplies Huawei series mobile phones, but it is not a reason to supply it to other mobile phone manufacturers. Therefore, Huawei has been hesitant to delay TV. After all, Huawei's entire supply chain is very mature. It is easy to push TVs into branded TVs. The key is to See how Huawei weighs. (Proofreading / Blue Sky)
2. Yuantai alliance with BOE to storm electronic tags;
The global e-paper leader Yuantai has formed an alliance with the mainland's first-in-a-kind brother, BOEON, to join the ranks of the e-sales labels that have become popular in Alibaba’s new retail business, as well as globally renowned retailers such as Carrefour, Marks & Spencer, and department stores. supply chain.
Yuan Tai is optimistic. This year, the shipment of electronic shelf labels is expected to explode. It looks like 100 million new highs.
Amazon's no-convenience store 'Amazon Go' has set up an unpopulated store and a new retail boom. The electronic shelf label scans down the consumer's unit price and total amount of consumer goods, and analyzes people’s consumer behavior through relevant data. Key roles for the success of stores and new retail models.
Yuantai and BOE alliance, is the first time on both sides of the strait in the field of electronic shelf labels a large array of 'strong cooperation,' cooperation, but also the two sides to get rid of panel production compete, compete with each other, in the display industry to cooperate with the case.
Yuantai executives confirmed that they have an ally relationship with BOE in the electronic shelf label, but details cannot be disclosed; this year the company’s electronic shelf label shipments are expected to show 'explosive growth'.
In the past few years, Yuantai’s annual sales rate of electronic shelf labels has been around 30%. Last year, total shipments amounted to approximately 52 million units. This year’s increase is expected to be better than in previous years, and it will be multiplied upwards with a total of 100 million units. High innovation.
Yuan Tai revealed in the law meeting earlier this year that it will respond to the market's growth in the demand for e-paper, and expand production in the United States in South Hadri, in Linkou, Taiwan, and in Yangzhou, China. Capital expenditures will be 3 years over the past few years. Billion to 400 million yuan doubled. This large-scale expansion of the operation, has revealed that Yuantai optimistic about the electronic shelf labels and electronic notebook (eNote) two major categories of products, both will enter the outbreak of growth.
Economic Daily provided
It is understood that Yuantai and BOE have formed an alliance, mainly through the two sides jointly invested in the French electronic shelf label factory SES-imagotag. It is reported that currently BOE has nearly 80% of SES-imagotag equity, which is the largest single shareholder; Yuantai then invested 26 million euros (about NT$933 million), holding about 6%.
SES-imagotag took advantage of existing legal tactics to gain ground in Europe and won many orders. Yuantai and BOE formed an alliance through SES-imagotag, and Yuantai provided electronic paper materials. BOE provided panel substrates and expanded the grab. Uni-Lee, has won the new retail business case of Ali, Ma Xiansheng, the world's leading retail store Carrefour, and Europe's largest department store Marks & Spencer orders.
According to the analysis of the industry, Yuantai is the exclusive supplier of electronic paper materials for electronic shelf labels, but it is at the top of the supply chain and it is difficult to grasp the pulse of the terminal market. After joining SES-imagotag and aligning with BOE, it helps Yuantai to grasp online and online. Under the market trend, grab the initiative.
Reading secretary / electronic shelf label
The Electronic Shelf Label (ESL) refers to the use of STN-LCD, TFT-LCD, or more energy-efficient electronic paper display to replace the traditional paper label. With the rise of the Internet of Things, it can be more intelligent. Function, also known as 'smart label'.
In the hypermarkets developed in Europe and the United States, before the traditional shopping season such as Thanksgiving and Christmas, when paper labels were used in the past, it took 1.5 months to change the label of the goods on the shelves one by one, which was time-consuming and labor-intensive. And costs.
Nowadays, after replacing it with a smart electronic shelf label, it takes only one minute to be able to change the price of the whole store. Economic Daily
3. China needs to contend with the development of the OLED panel industry;
Due to the poor sales of Apple's iPhone X, which led to the overcapacity of Samsung's OLED panel, there will even be a drop in prices. In this environment, the author believes that Chinese panel companies should continue to expand the production capacity of OLED panels.
The global market for small and medium sized OLED panels is dominated by Samsung, with a share of more than 90%, followed by LGD with a share of approximately 5%, and the share of Chinese OLED panel companies is relatively limited. Last year, Apple’s iPhone was first introduced with OLED panels. iPhoneX makes the panel industry excited and believes that the development opportunity of OLED panel industry will come. Under the influence of Apple iPhone, OLED panel will quickly become popular in the smartphone industry.
However, Apple's iPhone X sales are far less than expected. The market adjustment agency SA released data shows that the current sales of the iPhoneX is about 50 million units, while Apple originally ordered 80 million OLED panels for the iPhoneX, which shows that its sales are far lower than expected. Due to the influence of this factor, Apple is not confident that the follow-up iPhoneX models with OLED panels will be launched this year. According to the analysis, Apple's orders for OLED panels are only 50 million to 55 million, which is lower than last year's orders for OLED panels. the amount.
Affected by the poor sales of the iPhoneX, Samsung’s OLED panel production capacity is in surplus, and LGD slows down the production capacity of small and medium sized OLED panels. (LGD is a large-size OLED panel manufacturer for TVs. It is affected by the rapid growth of OLED TV sales. It is in Guangzhou, China. Invested 30 billion yuan to build 8.5 generation OLED panel production line), LGD actively put into production of small and medium-sized OLED panels was originally to compete for Apple's OLED panel orders, and now affected by Apple's decline in demand for OLED panel it also slowed this plan.
Under such circumstances, in fact, for Chinese panel companies, it is precisely the opportunity to develop the OLED panel industry in a contrarian direction. It should not be affected by the slowdown in the production of small and medium size OLED panels by South Korea's two giants Samsung and LGD.
Chinese panel companies BOE and Tianma have already put into production OLED panels. However, currently their yield rate is still low, and their production capacity is limited. Even if they originally claimed to start supplying OLED panels to Huawei, the P20Pro handsets recently released by Huawei are using OLED panels supplied by LGD. , This shows that BOE's OLED panel may not meet Huawei's requirements.
One of the reasons that China's panel makers are making slow progress in improving yields and capacity expansion is the limited production capacity of Tokki vapor deposition machines in the small and medium sized OLED panel evaporation process. The Tokki vapor deposition machine was previously produced. Cannon gave this equipment priority to South Korean companies. In particular, Samsung had even bought out the equipment in the previous two years, making it extremely difficult for Chinese panel companies to purchase Tokki vapor deposition machines.
BOE is the first panel company among Chinese panel companies to get the Tokki vapor deposition machine. This is one of the reasons why it can be the first large-scale production of small and medium-sized OLED panels by domestic panel companies. Nowadays, due to excess production capacity of Samsung OLED panels, LGD slows down. Due to the expansion of small and medium-sized OLED panels, Tokki's evaporation machine has become oversupply. Cannon, which manufactures such equipment, has actively promoted it to Chinese panel companies. In addition to this type of equipment, other key equipment and materials for the production of small and medium sized OLED panels also appeared. Related companies prefer to supply Korean panel companies. The declining demand for key equipment in Korean companies now provides opportunities for China to acquire such equipment. This will help Chinese panel makers rapidly expand the production capacity of small and medium sized OLED panels.
China's manufacturing industry needs OLED panels. China's smart phone companies actually have a huge demand for OLED panels. In the domestic top four mobile phones, OPPO and vivo are relying on Samsung OLED panels and OLED screen handsets in China occupy more than 70% of the market. Shares. However, OPPO and vivo have paid a high price for this. Other domestic mobile phone brands have difficulty obtaining the supply of Samsung OLED panels. If Chinese OLED panel companies' OLED panels catch up with South Korean panel companies in terms of technology and quality, Chinese mobile phone companies are expected to Digest the production capacity of these OLED panels to promote the development of China's OLED panel industry.
In the LCD panel industry, Chinese panel companies have achieved the status of the world’s second largest LCD panel production site through continuous continuation of investment, and China’s OLED panel, which is considered as an alternative technology to LCD panels, is expected to expand in a contrarian fashion. The opportunity quickly catches up with Korean companies, which helps China's manufacturing industry to get rid of its dependence on foreign advanced technology industries. □ Peng Fengyun Southern Metropolis Daily
4. Home Appliance Industry Raises Overseas M&A
Haier, Hefei Meiling and Hisense also eyeed an overseas company at the same time.
In a statement, Slovenian appliance maker Gorenj stated that the company has received three offers, from Haier, Hefei Meiling and Hisense, three Chinese companies.
Overseas mergers and acquisitions are not new for home appliance manufacturers who frequently go out to sea, but the three Chinese companies have launched a series of big bids for acquisitions, which has made the development of the industry attract the attention of the public.
However, at present, Meiling and Hisense have already responded, Meiling said that they gave up their bids, and Hisense Electric stated that it is its own major shareholder, Hisense Group (referred to as Hisense in short).
It is reported that after fierce competition, Hisense won with a maximum offer of about 293 million Euros and will announce the acquisition of Gorenje within 15 days. Hisense Group is not right about this news. But close to the sources of Hisense revealed: 'There are indeed wins. Grab. '
The main business of the Gorenje company in Slovenia is the kitchen-electricity-related industry. The acquisition of it by Hisense Electric, which is mainly engaged in color TV, seems to be of little significance. Hisense Group, which is trying out its diversification, can get in the kitchen if it takes it into the bag. Electricity, white electricity further expansion.
Founded in 1950, Gorenje employs 11,000 employees. It operates white goods sales centers in Eastern Europe and Germany. The company manufactures more than 3.5 million large appliances each year, of which 80% are sold under corporate brand names. In addition to household appliances, Gorenje also produces ceramics, kitchen and bathroom furniture, and provides services in the fields of energy, ecology and trade.
For Hisense Group, if the acquisition is completed, it may be able to open up new space faster in the European market.
The European market is a piece of 'fat' that household electrical appliance manufacturers, including Hisense, have been trying to seize in recent years. Hisense Group is trying to pass the European market to convey its high-end brand image through a series of actions.
It is understood that Matsushita Corporation of Japan currently holds a 10.7% stake in Gorenje listed companies. Some market analysts believe that because Panasonic has implemented its global strategic transformation in recent years, it has largely divest its home appliance assets that it operated earlier. This acquisition of Panasonic or Acted as a capital broker between Chinese companies and Gorenje.
Gorenje did not disclose the specific bid price, but industry analysts believe that the highest-priced current Hisense Group proposes a holding-contracted acquisition condition price of EUR 12 per share, which is equivalent to 1.65 times the GRV 9 closing price premium. Estimated price of the offer, its total market value will jump to 347 million US dollars.
In recent years, China's household electrical appliance companies have frequently acquired overseas. For example, Skyworth acquired German television maker Metz, Hisense acquired Sharp TV, which is the father of LCD, and North American business, Haier purchased USD 5.4 billion in assets related to GE appliance business. , Midea Group spent EUR 4 billion to acquire German robot company KUKA.
It can be seen that China’s home appliance companies entering the global market through overseas M&A is a powerful way to expand their scale. However, attention must be paid to overseas M&As also present risks. Household appliance companies need to be optimistic about the quality of the targets and the estimated integration effects before they are issued. Securities Daily