1. Samsung/Foxconn and other Indian factories are intensively built, and the output of printed mobile phones will double to 500 million in 2020;
Episode micro-network reported on July 17
In the past week, news about building a mobile phone production plant in India has been constantly being screened.
First, Samsung announced last week that it will build a new plant in India and call it the world's largest mobile phone manufacturing plant. The factory's address is in Noida, a suburb of New Delhi, India, covering 32 acres.
According to reports, the newly built factory will help Samsung's mobile phone production in this area double from 68 million per year to 120 million per year. It is reported that Indian Prime Minister Modi and South Korean President Wen Zai attended the Samsung India factory on July 9 Factory completion ceremony.
Today, from the latest report of the Economic Times of India, it has been delayed for three years, and Foxconn finally has to sign a factory agreement with Maharatotra, India.
Foxconn has informed Maharatotra, which will build a factory in the special economic zone of the Jawaharlal Nehru Port Authority and is currently bidding for 45 acres of land. Foxconn said they still need another 200 acres of land.
It is reported that the local government hopes that Foxconn's production line will be positioned as an export base. They have requested Foxconn to purchase 51% of the products of the production base in the future and have obtained tax benefits. In fact, the Indian government is also drafting an electronic industry policy. It is hoped that investors who invest in India will be able to make full use of their production capacity while meeting the needs of India and the global market. The strategy of making India an export base is very obvious.
In addition to Samsung, Foxconn, among which Chinese manufacturers are also in the layout of India. At the beginning of this year, Xiaomi called on suppliers to jointly set up factories in India and produce printed circuit boards in India with the help of partners such as Foxconn. Earlier OPPO, vivo The factory is also located in India.
It is reported that India currently produces about 250 million mobile phones (functional machines + smart phones) each year, and the current demand for mobile phones in India is 350 million per year, which means that India still needs a large number of imported mobile phones every year. According to Counterpoint Research, currently India's mobile phone factory has reached 123. According to the Indian Ministry of Electronics and Information Technology, it is estimated that India's mobile phone production will reach 500 million in 2020.
At present, India has become the world's second largest mobile phone producer. However, the Indian government hopes to play a more important role in the global mobile phone industry chain. One of the measures is to increase Indian mobile phone import tariffs, forcing mobile phone manufacturers to speed up the establishment of factories in India. At the beginning of this year, the Indian government announced that it would more than double the tariff on imported mobile phones to 20%. (Proofreading/group) 2. After the lifting of the ban, ZTE’s share price rose 41% in 4 days, and the mobile phone moved nearly 400 million in large orders;
Episode micro-network reported on July 17
Today, the A-share ZTE closed up again at the end of the day, closing at 17.06 yuan. This is the third daily limit of the last four trading days.
On July 12, ZTE and the US Department of Commerce reached a settlement. The stock price went straight to the daily limit. As of today, ZTE’s cumulative increase in the four trading days reached 41%.
It is reported that since ZTE officially removed from the US ban list last Friday, ZTE has entered a comprehensive recovery period on the weekend. According to insiders, almost all of the employees rushed to the company to work overtime.
Due to the settlement, the project was suspended, and a fine of 1 billion US dollars and a guarantee of 400 million US dollars were paid. On July 14, ZTE announced that it expects a loss of 7 billion yuan to 9 billion yuan in the first half of the year.
Today, ZTE announced that it will re-form the first quarterly report of 2018 and disclose it.
On April 28, 2018, ZTE disclosed the 'best in history' financial report for the first quarter. At that time, the financial report showed that in the first quarter of 2018, ZTE achieved revenue of 28.88 billion yuan, a year-on-year increase of 12.18%; net profit of 1.687 billion yuan. , a year-on-year increase of 39.01%. Both revenue and net profit set a new record in history.
According to media reports, on July 16, the first working day of ZTE's comprehensive lifting of the ban, it received a large share of orders from China Mobile, the total amount of the order is nearly 400 million yuan. (Proofreading / group)
3.Find X single product monthly water 2.34 billion but for OPPO this is just 'little money';
Phoenix Network Technology Liang Chengyuan
The OPPO factory in Chang'an Town, Dongguan, is not the same as the production line of the impression manufacturing industry. The factory sisters here can say 'working in paradise'. Dozens of people have an assembly line, and a 12-hour shift can produce 2,600 Find X.
The three shifts of the three shifts, the current production capacity of 468,000 monthly. They are calculated according to the standard version of 4999 yuan, the current sales of Find X is out of stock, the monthly flow of single product is 2.34 billion yuan. Well, OPPO really has money.
Find X in the lift durability test
According to the official OPPO, the production capacity of Find X will continue to climb. But you may not understand, don't look at the current water line, in fact, after the definition of Find X program, it took 13 months to formally mass production.
So what have OPPO engineers and product managers experienced in these 13 months?
1, 'I was shocked after seeing the ID program'
This is the internal OS of the Find X structural engineer after seeing the design draft. He has been doing this for many years. I didn't expect the mobile phone to do this?
For the experienced OPPO structural engineers, the structural design concept of Find X can be said to be “no-man's land”. For this structural team, in the implementation process, the “three no principles” have been formulated: 1. Does not affect the ID form; 2 , does not compromise product performance; 3, without sacrificing user experience.
Does not affect the ID form, it means that the original design of Find X "no hole" can not be changed. For this structural engineer to properly handle the hidden components of the front and rear camera, earpieces, etc., while the thickness of the whole machine should be controlled within a certain range.
Without compromising product performance, the area of Find X structure is compressed by 11.2%. Antennas, batteries, and speakers all have to 'grab the ground'. The antenna layout should be redesigned, the components should be miniaturized, and the motherboard should be moved down to the open screen bracket to expand the battery space. There are also double-sided stacked SIM card slots for these details.
Without sacrificing the user experience, this is a very contradictory point. Since ancient times, the long legs and the cute can't have both. For Find X, the main energy of the structural engineer is used in the speed, stability and reliability of the dual-track subduction. Structured light and post-photographing are used more frequently.
0.3mm hot bending process glass cover
More than 300,000 times of durability test, the fall protection mechanism is the basic operation, the most arrogant is the glass cover 0.3mm hot bending process. It is said that due to the high process difficulty and low yield, the supply chain partners are even extremely resistant at first. In the end, under the 'help' of the OPPO structural engineer, the technical level was improved.
2, '3.4mm chin is not the antenna of the pot'
After the press conference in China, OPPO product manager said that Find X used COP package with 3.4mm chin, which is reserved for the antenna clearance area. But OPPO antenna engineers clearly said that this pot does not back, Find X antenna The design fully utilizes the 'natural space' and there is no additional clearance area claim.
In fact, the antenna technology solution in the full screen mode is more complicated, such as antenna clearance area pressure, radiation efficiency reduction, omnidirectionality deterioration, etc. Especially the head hand grip, the game cross, slip In the case of a state, etc., it is necessary to design a multi-antenna cooperative switching mode.
Find X uses an eight-antenna dual-core intelligent switching solution with TIA (Teloscopic Intelligent Antenna) submarine-slide smart antenna and Distributed Antenna distributed antenna design, and has applied for 83 antenna-related patents.
According to the data given by the OPPO antenna engineer, the cellular OTA/TRP ranking: Find X (slide out state) ≥ Find X (default state) > R11S = R15, TIS rank: Find X (slide out state) > R15 = Find X ( Default state>>R11S. The default state is prioritized when designing the antenna, that is, when the structure is retracted.
In the specific comparison test, Find X (4x4 MIMO/4RX) chose iPhone X (2RX) for 'hanging'. In the first-hand mode, it is 3-4dB better than the latter, and the peak throughput is twice that of the latter. Actual network environment Test, the same location the former download rate 112Mbps the latter 43Mbps, download the same size 699MB file Find X time for the iPhone X quarter.
In fact, the Snapdragon 845 chip will have a part of the baseband advantage, but there is no technical guidance from Qualcomm in the antenna design, relying entirely on the OPPO engineer team to design and develop independently.
3, Why choose Obi Zhongguang joint research and development
Inside OPPO, there is a part called "Enhanced Group". In October 2016, it first contacted structured light technology and gained in-depth understanding. It was officially established in May 2017. Then in September of the same year, iPhone X realized the original deep-sensing lens (3D structured light). ) Mass production.
OPPO FaceKey's dot matrix has 15,000 speckle spots (1 million resolution), which is half the 30,000 spot size of the iPhone X, but also has millisecond 3D accuracy (±0.6mm). 50,000 domestic, 20,000 foreign face data (100 per person), a total of 7 million pictures for more than one million structured light machine learning training.
At the same time, OPPO product manager said that the post-TOF also has related technical product reserves. As for why Obi Zhongguang is chosen, there is no choice of an Israeli company like Xiaomi, mainly considering some communication cost reasons, Obi Zhongguang can do Dispatching the technology station.
4, other technical details
For 3D image applications, Find X provides 3D portrait light effect, 3D beauty, Omoji function. 3D light effect front and rear camera can be realized, but the front is used for structured light rear based binocular ranging. Omoji is generating Logically different from Animoji or Memoji, it is Mr. adult like moji and then match the animal avatar.
SuperVOOC super fast charge, 50W power voltage 10V current 5A and charge pump technology. Two 1700mAh batteries are connected in series, the battery material is not much different, but the charge and discharge IC needs to be redesigned. During the discharge process, two batteries are simultaneously operated. There is no case where one piece is placed first and then one piece is placed.
In addition, regarding the compatibility of SuperVOOC and VOOC, the wire is universal, the charging head of SV can be used for V power 5V4A, but the charging head of V is only 5V2A power for SV.
There is also a question of intense user feedback, which is about the closure of the OS system or the degree of openness of the permissions. ColorOS 5.1 based on Android 8.1.0 is quite conservative in this respect, even a little closer to the direction of iOS. OPPO said this More from the perspective of user experience, in fact, there are not so many people love tossing system.
Summary: OPPO is not money
I said at the beginning that "OPPO really has money," but in fact, Find X is not a product that relies on money. Through the explanations of the above engineers, we know that in this innovation, many non-standards are adopted. Custom components.
First of all, in order to control the overall mass production cost of Find X, OPPO is unlikely to pay unreasonably high prices for these non-standard custom parts. So in fact, for the supply chain, it is very likely to pick up the 'unwilling to do good' job. Communication efforts, more production of some mature standard parts, processing fees may earn more.
But perhaps it is based on years of back-to-back cooperation, the supply chain is willing to work with OPPO to do this while Find X is still in the capacity climb. In addition, under the engineer's 'forced', The supply chain also masters, for example, the 0.3mm glass hot bending process, which reserves the future technical strength.
So don't look at the title of 'May 2.34 billion monthly. It's very local. For OPPO, this is a 'small money'. Engineers in various fields, bold industrial design teams, product managers in the face of difficulties, and supply chains. The trust and support of the partners is the biggest and most valuable asset of this Dongguan enterprise.
4. Huami: The sales of AMAZFIT smart sports watches broke through one million in the first half of the year;
Episode micro-network reported on July 17
Tonight, Huami Technology announced on the official Weibo that the sales volume of AMAZFIT smart sports watch market reached 2 million: 2018 in the first half of the year, the sales volume of watches exceeded 10,000; the cumulative sales volume in overseas markets broke millions!
It is reported that AMAZFIT brand intelligent sports watches, including AMAZFIT meters watch youth version, AMAZFIT smart sports watch, AMAZFIT smart sports watch 2/2S, etc., in the first half of 2018 sales reached 1 million units. In addition, AMAZFIT brand smart sports watch from Since its listing in the fall of 2016, sales in overseas markets have reached 1 million units.
Mr. Huang Wang, Chairman and CEO of Huami Technology, said: 'Since the fall of 2016, the AMAZFIT brand smart sports watch has maintained a strong momentum, and consumers are becoming more aware and satisfied with the product. High. We are very pleased with the good performance of our own brand AMAZFIT, indicating that Huami Technology has the ability to provide consumers with high quality products and create greater value. At the same time, the international market has a strong interest in AMAZFIT brand products. Further enhance our confidence in expanding overseas markets. '
Huami Technology is one of the most successful companies in the Xiaomi ecological chain. In February of this year, Huami Technology was officially listed on the New York Stock Exchange, with the stock code 'HMI'.
According to the prospectus, Huami Technology CEO Huang Wang holds 39.4%, which is the largest single shareholder of Huami Technology. Shun is 20.4% of the capital, and is the second largest shareholder. Xiaomi's company, People Better Limited, holds 19.3%. This means that Lei Jun has a total shareholding of 39.7%, and the actual shareholding exceeds Huang Wang.
In the prospectus, it is also shown that Xiaomi is the most important customer and distribution channel of Huami. At present, Huami Technology is the only partner in the design and manufacture of millet wearable products. According to the disclosure information, the strategy signed by Huami and Xiaomi Subsidiary The cooperation agreement will expire in October 2020. (Proofreading/Jimmy)
5. Softbank's mobile division IPO is expected to make a profit of 22.3 billion US dollars;
Sina Technology News Beijing time on July 17 morning news, Softbank Group plans to invest its profits from the core shares of the core mobile sector Softbank into the cutting-edge areas such as artificial intelligence, thereby boosting the company's reputation as a multi-technology investment company .
Sun Zhengyi, chairman and CEO of Softbank Group, said, 'In our 35-year history', mobile communication 'is only the focus of the last 10 years or so'. He added: 'I hope to return to our original model - become a strategy Holding company. '
The Japanese tech giant plans to sell more than 30% of its shares when Softbank is listed. The company said on July 9 that Softbank has filed an initial listing application and is expected to land on the Tokyo Stock Exchange as early as this year. Softbank Group holds Almost all shares of Softbank.
Softbank Group is expected to make a profit of approximately 2.5 trillion yen ($22.3 billion) through this IPO. The IPO will become the largest IPO transaction in Japan's history, surpassing Japan's Telephone and Telegraph Corporation's IPO of 23 trillion yen in 1987. .
Sun Zhengyi said in a recent speech that this amount, together with the Softbank Group's $100 billion vision fund, will bring large sums of money to areas such as artificial intelligence, the Internet of Things, robotics and car services. He is most interested. Still artificial intelligence, this technology claims to change every aspect of life, including medical, transportation and construction.
GM has announced that the company's driverless car division has received a vision fund investment, and plans to achieve large-scale commercialization of driverless vehicles in 2019. Rising Securities analyst Satoru Kikuchi said that as the fund 'starts to recover investment Expectations about its contribution to profit and growth will increase.'
As the market is optimistic about the Softbank Group's plan, the stock hit a new high this year last Friday, rising for 11 consecutive trading days. Recently there have been reports that Tiger Global Management has bought about $1 billion in Softbank stock. As of March 31 During the fiscal year, Softbank Group achieved an operating profit of 1.3 trillion yen, providing a good strategic opportunity for transformation.
The stock market value of Softbank's stock market is expected to reach 7 trillion to 8 trillion yen, which is equivalent to KDDI. The latter has a market capitalization of about 8 trillion yen and is the sixth largest listed company in Japan.
Prior to the IPO, Softbank plans to emphasize the relationship between the company and Yahoo Japan, and Softbank Group holds about 43% of the latter. The mobile division will acquire approximately 10.7% of the company from Altaba (Altaba is an investment). The company, its predecessor was Yahoo, and then resold it to Yahoo Japan.