1. Huawei P20, OPPO R15, vivo X21, who is the king of domestic mobile phone sales in April?
From the fourth quarter of last year, the micro-net news gathered that there was a big drop in the domestic smart phone market. In the first quarter, affected by the Lunar New Year and new product launch time, the market continued to be weak.
However, as the major manufacturers released flagship models one after another at the end of the first quarter, they used screen fingerprints, Liu Hai screens, and three cameras to refresh the market in April. Recently, the China Merchants Electronics report also confirmed the trend of market recovery.
According to statistics, during the month of April, OPPO's sales volume was 6.12 million units, which was a year-on-year increase of 4%, which was the sales champion of the Chinese market for the month, and Huawei ranked second, with sales volume of 5.93 million units, up 37% from the same period of last year. It should be pointed out that the report will glorify the mobile phone alone statistics, when the monthly glory of mobile phone sales of 3.87 million units, if combined with the Huawei brand, they will be the first.
Vivo sales were 5.63 million units, which was the same as last year, ranking third. Apple ranked fourth with 4.25 million sales. Xiaomi ranked fifth with 3.98 million units.
From the above rankings, it can be seen that sales volume on the OPPO, Vivo, and Huawei Online soared on the occasion of a collective weakness in offline sales. On the other hand, Xiaomi’s online sales have declined.
The total sales ranking reflects the strength of the industry, and the brand influence is directly reflected in the sales of the flagship mobile phone. For the current most popular Huawei P20, OPPO R15, vivo X21 three models made a set of comparative data.
From the point of sale, three handsets were sold sequentially from late March, early April, and mid-April. Corresponding sales also saw a step-up in sales. The combined sales of X21 in March and April totaled 1.44 million units. The sum of R15 sales in March and April. For 1.13 million units, Huawei P20 and P20 Pro sold 400,000 units and 400,000 units in April respectively.
China Merchants Electronics Fangjing believes that Huawei's growth rate is expected to remain stable in 2018, and it will eventually achieve a global sales volume of 170 million units, an increase of 11.1% year-on-year; and Xiaomi, due to its gradual increase in shipment base since Q2, follow-up The growth rate will slow down, and it is expected to achieve global sales of 110 million units, up 18.6% year-on-year; OPPO and vivo will welcome a wave of T4 and below replacement channels in Q3 and Q4. The annual growth rate is expected to return positively. , but both are below the median.
2. Reuters: Xiaomi is said to raise 3 billion US dollars to seek CDR listing plan;
Sina Technology News Beijing time on June 4 news, informed sources disclosed on Monday, China's smart phone maker Xiaomi plans to raise 30 percent of the US$10 billion IPO by selling its shares in mainland China, while issuing the remaining shares in Hong Kong.
The company had previously estimated that it would raise approximately US$10 billion in funds through a separate listing in Hong Kong. Such an IPO will become the world’s largest public offering in the past four years.
The person familiar with the matter said that Xiaomi is likely to become the first batch of overseas listed technology companies to use China’s so-called China Depositary Receipts (CDRs) for secondary listings. The CDR portion may account for total financing. 30% of the scale.
Three informed sources stated that Xiaomi hopes that approval from the Hong Kong Stock Exchange has been listed at the Asian financial center at the end of this month. Therefore, the company revised its previous listing plan. The company intends to also list in Hong Kong and Mainland China at the same time in early or mid-July.
Last month, Xiaomi had submitted a prospectus in Hong Kong.
The company refused to comment further on its listing plan. Because the details of the transaction are still in the confidentiality stage, the above informed person refused to disclose his identity.
They also revealed that Xiaomi intends to price the shares issued in Hong Kong and China on the same day. The draft of China Depository Receipts will be published on June 3 for comments.
Listing of shares in China through the issuance of depositary receipts allows Chinese companies to register overseas and to list, and then sell shares in the domestic market. Companies that adopt such distributions also include Alibaba and Jingdong, which are listed in the United States.
Informed sources disclosed that CITIC Securities is leading the CDR release of Xiaomi. CITIC did not immediately comment.
In addition, CLSA, Goldman Sachs and Morgan Stanley are joint sponsors of the company listed in Hong Kong. (Small White) Sina Technology
3. Unpopular mobile phones, don't take the 'blockchain' yell for help;
Gathering micro-messages (text / Xiaobei) Each year, smartphones have a 'theme'. For example, this year's 'theme' is AI. Then what will be the 'subject' next year?
Some people speculate that the blockchain is based on the following: Blockchain is one of the hottest technologies in 2018. It is a hotspot and it is bound to be a 'cockroaches'. Smartphones are often the hot spot for hot spots. And, there are already a few this year. The new machine hit a blockchain card.
Blockchain mobile phones or difficult mainstream However, it is worth noting that mobile phone 'subjects' will have to go through a two-year cycle from testing to popularization: The first year: Main mobile phone players test the new technology in the flagship machine and play the role of a wind vane: Year 2: New The technology has been widely promoted in high-end and mid-range machines. The mobile phone 'theme' has been fully launched, becoming the standard for smart machines.
For example, the modular mobile phone is a failure case. Its promoters are LG, Lenovo, Moto, and niche mobile phone manufacturers. The AI mobile phone is a successful case. It was promoted by the selling point of the flagship AI of the first echelon mobile phone brand last year. High-end new aircraft are expected to carry AI features, AI function has become the theme of this year's mobile phone.
Although Huawei's action on blockchain technology has never stopped, but whether Huawei researches blockchain mobile phones, Yu Chengdong once said that 'even I have never heard of'. It can be speculated that this year's Huawei flagship will not be a block. Chain mobile phones. Apple, Huawei, and Samsung have shown consistent caution on blockchain phones.
Blockchain mobile phones are pre-owned and promoted by niche mobile phone brands or popular mobile phone brands. Whether or not blockchain gimmicks can become mainstream will also have to see how big brothers' attitudes are.
From this point of view, the blockchain becomes a 'theme' for mobile phones next year.
Since it is a blockchain mobile phone, it is necessary to first look at the situation of the blockchain. The blockchain is the core of the value network and can be used to confirm, measure and store the property rights of information and bytes that represent value in each Internet. Divided into 1.0 to 4.0 stages.
Given that 3.0 is still on the road, 4.0 can only be 'guess'. The 4.0 assumptions given by industry insiders are: It is possible that the integration of decentralization and decentralization will converge together, which will not only facilitate supervision and supervision but also provide sufficient distributed applications. Combine with supercomputing, artificial intelligence, big data and more.
What is the selling point of blockchain mobile phones?
It can be seen that safety and mining are currently two core selling points of blockchain mobile phones, favoring the application of blockchain 1.0 and 2.0. Since 4.0 still stays in the stage of 'guess', the basic public link of Oracle mobile phones is 4.0. Into' seems a bit too 'forward'.
However, the two core selling points of the blockchain mobile phone seem to be unable to withstand the scrutiny. Here we say one.
Mining and Virtual Currency The price of the highest selling candy 'Creation Edition' is taken as an example. The official definition is: Candy mobile phone + blockchain wallet + blockchain mining machine.
As we all know, mining requires a lot of power. The candy 'Creation Edition' price of 3,999 yuan is not equipped with the current top-end Xiaolong 845. It is worth verifying whether mobile computing power can match mining requirements.
The 'currency' obtained by Candy Mobile's mining is Candy Points.
Before the sale, the official stated that: The Ether Block ETF's blockchain technology will be added to the blockchain nodes of millions of users of candy phones, allowing users to build ETF blockchain networks through mobile phones. This network is blockchain data. Establish a transmission channel, through the sharing of network resources, access to 'candy coins' gains; After the sale, the 'candy coins' statement disappeared, become 'candy points'.
Candy Mobile made it clear that: The official does not provide redemption of candy points, nor does it promise to repurchase candy points. Candy points can be exchanged for goods and services specified in the physical store and application market. Suddenly there is a 'mobile credit' bonus, points The gift's immediate feeling.
In the trade of mining power and 'currency', the candy 'Genesis' doesn't seem to give the answer we want.
Safety performance A few days ago 360 discovered that EOS high-risk vulnerabilities, since it can achieve encryption through hardware and software encryption technology, why use a blockchain technology that may have security vulnerabilities at a high level?
Will users pay for these two selling points? On the day of sales of Candy's "Genesis", the official said that the first sales of 10,000 units took only 5 minutes to sell. However, the sales volume of such mobile phones can be given to the district. The continued explosiveness of the block chain concept remains to be seen.
The giants have laid out the blockchain technology one after another. Entrepreneurs continue to intrude into the blockchain domain. The blockchain market has huge space and has broad prospects. But at present, the blockchain technology is extremely immature, and the concept of the blockchain is on mobile phones. Import time seems to be too early. (proofreading / Xiaobei)
4. Guo Mingxi: To promote aggressive pricing strategies for the sales of the 2018 iPhone;
According to reports from MacRumors on June 5th, Beijing-based Ming-Chi Kuo, a well-known apple analyst, today released the first investment report related to Apple after joining TF International Securities. According to Guo Mingyao, Apple's pricing strategy will be 'more aggressive' for rumors of the three iPhones planned for September 2018, which is to stimulate sales of the new iPhone this year.
Guo Mingqi said that one of the key reasons for Apple’s radical pricing strategy is its concern about the “higher price negative impact of the iPhone in 2018.” Last year, Apple was criticized for the high price of the iPhone X. In the US, the 64GB version of the iPhone X Price up to 999 US dollars.
Currently, Guo Mingyi expects the price of the iPhone X Plus with a 6.5-inch OLED display to be US$900-1,000. The price of a second-generation iPhone X will be US$800-900. The iPhone with a 6.1-inch LCD display will have a price of 600-700. US Dollars. Guo Mingyi reiterated that all 2018 iPhones will adopt a full screen design to support face ID biometrics.
Guo Mingyi also mentioned more reasons for Apple's adoption of its new pricing strategy: 'We expect Apple to adopt more aggressive pricing policies for the following reasons: (1) Concerns over the negative impact of high prices on sales momentum in the saturated smartphone market Impact, (2) Improved cost structure, which is mainly related to the increase in the qualification rate of final products and 3D sensing parts and the decrease in component costs. (3) Face ID users are increasingly promoting Apple services and ecological chains.
In addition, Guo Mingyao expects that Apple will announce all three new iPhones at a new product launch scheduled for September. All three new iPhones will be available in September, including LCD display models - previously reported by the media The sale date is November.
Guo Mingyi left KGI in April. At the time, the industry generally believed that he would reduce his focus on Apple and study other emerging industries. Now he looks like he will continue to publish investment reports related to Apple and its supply chain. ) Phoenix Network Technology
5. Market value will reach 1 trillion US dollars Apple stocks hit a record high during WWDC;
Sina Technology News Beijing time on June 5 early morning news, Apple's share price closed at US$191.83 on US time Monday, higher than US$190.04 US time on May 10th, hitting a record high. During the WWDC Developer Conference, the stock price was once as high as 193.42. The dollar, it is worth noting that Apple's stock price was $172.26 in early 2018.
Apple’s share price rise for several weeks can be traced back to the company’s recent earnings. Although Apple’s iPhone sales performance has been sluggish before, it still does not affect the rising trend of its stock.
Apple held the WWDC Developer Conference in Beijing early this morning. Investors seem to be dissatisfied with their theme at the WWDC Developer Conference, because Apple released software updates for the iPhone, iPad, Mac and Apple Watch. , Excluding any hardware products, Apple's stock was also sold, but its share price is still higher than $ 190.04.
The WWDC developer conference mainly released operating system updates including iOS 12, Mac OS10.14 Mojave and watchOS, but the currently released operating systems are for developers.
As of press time, Apple’s total market value was 942.871 billion U.S. dollars. Apple's stock price is expected to reach a new height in the near future: US$200 per share, thus reaching a market value of 1 trillion US dollars. (Dawn) Sina Technology
6. Samsung’s heir, Li Zai’s visit to Hong Kong on Sunday triggered a reconjective guess;
On the afternoon of June 4th, Beijing time, Samsung's heir, Li Zaiyi, visited Hong Kong on Sunday and caused speculation in the industry about the significance of this trip. Some of them stated that he may be preparing for further reorganization to complete successfully. Samsung's takeover.
According to relevant Samsung officials, Li Zaiyu went to Hong Kong to hold talks with global business partners on Thursday, but details of the talks have not yet been announced.
Because of the special time of visiting Asia, coupled with his business network in Asia, people in the industry have different views on Lee's motivation to visit Hong Kong. Some people have even proposed a radical idea: He may be negotiating to transform Samsung's property. For a holding company.
An industry person in Hong Kong said: 'As many predicted, Hong Kong's financial institutions are working with Samsung to prepare to transform Samsung's property into a holding company.'
The industry refusal to disclose more details, but he mentioned: 'The work to transform Samsung's property into a holding company is in full swing, which may be part of the succession plan.'
In April 2017, Samsung had officially announced that it would not adopt a holding company's system. However, the group is facing tremendous pressure from the Korean Fair Trade Commission. The committee asked Samsung to establish a holding company and establish a transparent governance structure, so that Lee is You can legalize the legacy of Samsung Chairman Lee Kun Hee.
Some industry observers said that Li Zaiyi may meet with Li Zeyi, the eldest son of Hong Kong’s richest man Li Ka-shing, and the current chairman of the board of directors of Changjiang Heji Industrial Co., Ltd., because their fathers’ relationship is very close. Therefore, Li Zaiyu may seek their support for Samsung’s takeover.
However, Samsung countered that his visit to Hong Kong was entirely for commercial purposes and had nothing to do with taking over Samsung.
The Samsung spokesperson stated: 'Besides he is holding talks with business partners around the world, we cannot confirm any matter of Vice Chairman's visit to Hong Kong. Because we expect that his outbound visit will last for a week, Hong Kong may be Not his final destination. '
Li Zaiyu was jailed for participating in the bribery scandal of former South Korean President Park Geun-hye and was released a year later in February this year. This trip to Hong Kong was the third overseas trip since his release. Light) Sina Technology