1.OPPO Find X sales are hot, revealing the no-man's land of the dual-track predecessor structure design;
Episode micro-network reported on July 23
'The first time I was surprised by the domestic machine!' One person who got OPPO Find X said when he was on the Weibo. At present, users with similar feelings can be seen everywhere on Weibo, WeChat, and various e-commerce platforms. OPPO mobile phones are also rare and there is a large out-of-stock phenomenon.
According to media reports, OPPO Find X Standard Edition was first sold at 10 am on July 13th. In just 47 seconds, it achieved a good sales record in the Jingdong platform. At the same time, the sales of OPPO mobile phone Jingdong self-operated flagship store after 15 minutes Broken billion. In addition OPPO Find X sold for 2 hours to stabilize Tmall, Suning Tesco full price segment Android mobile phone single product sales and sales double champion.
You must know that this is also a domestically produced product with a price of 4,999 yuan. In the 47 seconds of the sale, it broke the sales record of Wantai and became a model of the domestic flagship “Call and Sit.” On the same day, OPPO Vice President Shen Yiren said in his circle of friends, ' Five thousand price, oversold to the end of the month. '
After the first round of rapid sales, at 10 am on July 20, OPPO Find X was once again sold on the official website, Jingdong, Tmall and other online platforms and sold out in a short time.
According to the information disclosed by Shen Yiren in an interview, OPPO Find X capacity is expected to be completely released in August. It will be easier to buy this phone.
The reason why OPPO Find X is so popular is that she has created a lot of mobile phone design history, breaking through the imagination of people's mobile phone form. The 'electrical frame raising method' makes users feel shocked. OPPO calls it a two-track predatory structure design. .
In order to achieve mechanical, safe and reliable, and a comprehensive experience of the United States, OPPO can say a lot of strength, there are many stories behind this.
It is reported that the dual-track design is not an engineer and product manager Mengtou to open a meeting, patted the head to come up with the solution. OPPO engineers initially thought to cancel the front camera, through the front and rear dual-screen design to solve user self-timer or video call Demand. But the problem with this solution is that it is necessary to turn the phone over to take a self-portrait. There is one more step in the operation, which does not conform to the normal interaction logic. And from the aesthetic point of view, it does not reach the stunning value that the Find series should have achieved. Therefore, it was abandoned internally.
As for the lifting structure adopted by Find X, OPPO also evaluated various solutions such as electric, manual, and sliding. The dual-track pre-existing structure (motor-threaded screw solution) has high reliability and occupation. The space is small, and the user experience and other features are guaranteed, so it is finally adopted.
In fact, the finalization of the lifting structure is only the first step of the overall solution. Before the final production of the solution, the intermediate implementation process is also difficult. Because of the built-in more than a dozen components in the lifting structure, in addition to its own use In addition to the front and rear cameras with high frequency, the user needs to have a built-in structured light module to unlock the phone every time. Therefore, the first and foremost problem is to ensure the durability of the dual-track periscope structure.
In addition to ensuring the durability of the dual FPC of more than a dozen components, in order to ensure the signal quality, two antennas are built in the lifting structure. The antenna and the main board are connected by two RF connecting lines, and the two wires are durable. To some extent, the quality of the mobile phone is determined. After continuous verification and improvement by OPPO engineers, it has repeatedly improved and explored the durability of the entire module from tens of thousands to 300,000 times, ensuring the user experience. .
In addition, the front and rear glass cover of the lifting structure also creates a lot of trouble for the OPPO project. In order to meet the graceful curved curved surface design, the glass cover of the lifting structure also needs a curved surface process. It can be limited by the thickness of the fuselage. Influence, the thickness of the two glass cover plates can only be controlled to 0.3 mm, and the 0.3 mm glass cover plate is subjected to hot bending treatment, which is extremely strict in the precision of the manufacturing process.
OPPO as the 'first person to eat crabs', in addition to the wide-ranging praise from the harvest industry and the recognition of fans, there is naturally an unknown R&D investment, as well as the collaboration between the upstream and downstream of the industry chain. It is understood that in order to build high The quality of the OPPO Find X mobile phone, the entire project team from verification, design, proofing, mold opening and finalization, the entire stacking process is 3 to 4 times that of the conventional model. At the same time, because OPPO Find X complex machine The structure of the body has led to an increase in the number of workers in each production line from the normal 60 to 120, which has greatly increased R&D costs and production costs.
2. After the listing, Lei Jun adjusted the senior management team for the first time: Yan Kesheng was promoted to the group vice president;
Episode micro-network reported on July 23
This afternoon, Lei Jun, chairman of Xiaomi Group, issued an internal letter to announce the latest personnel appointment, which is the first time after the listing to adjust the senior management team.
Yan Kesheng, the newly appointed vice president of the original mobile phone department, was the vice president of the group and served as the chairman of the group quality committee, reporting directly to Lei Jun. At the same time, Zhang Jian was appointed as the director of the Group Quality Office and reported to Yan Kesheng. The appointment will take effect on the same day.
Lei Jun said that quality is the lifeline of Xiaomi. We must win the market with quality iron fists. This is a hard battle and a long-lasting battle. There is no shortcut except for death. After the listing of Xiaomi Group, our priority The task is to improve the quality of products and services.
At the beginning of 2017, Lei Jun proposed three major goals: innovation, quality and delivery. For this, Xiaomi set up a quality management committee, and Lei Jun personally served as chairman of the quality committee, and held regular quality meetings every week.
At the same time, it also establishes a dedicated quality office, which is responsible for supervision. Each department has a quality team, which regards the quality improvement of products and services as the most important task, and strives to strengthen product quality.
According to the information, Yan Kesheng is a start-up employee of Xiaomi No. 53. He previously worked for Motorola. He joined Xiaomi as the director of mobile phone structure in October 2010. He is responsible for the research and development and innovation of mobile phones. Yan Kesheng formed the SQE team in early 2013, responsible for supplier quality. Management; At the end of 2015, he was responsible for the establishment of the core component of mobile phone R&D; in 2016, he established the Xiaomi Mobile Quality Department, responsible for the quality development and quality management of the mobile phone department; In early 2017, he was promoted to the vice president of Xiaomi Mobile, vice chairman of the Quality Committee, responsible for managing the entire hardware. R&D team and quality department, testing department, product development department, Shenzhen R&D center, and company mobile phone product quality. Yan Kesheng led the research and development of the first generation of Xiaomi MIX, and was one of the initiators of the comprehensive screen mobile phone concept, and led and promoted The application of the all-ceramic body on the mobile phone. (Proofreading / group)
The following is the full text of the internal letter:
Xiaomi Group Appointment Notice
Dear Xiaomi’s classmates:
Quality is the lifeline of Xiaomi. We have to win the market with quality iron fists. This is a hard battle and a long-lasting battle. There is no shortcut except for death. After the listing of Xiaomi Group, our priority is to Improve the quality of products and services. To this end, the company decided:
I. Appointed Yan Kesheng, Vice President of the original mobile phone division, as the Group Vice President and Chairman of the Group Quality Committee. He is responsible for the quality management of all products and services of the Group, and is responsible for promoting the continuous improvement of the user experience and reporting directly to me.
2. Appointed Zhang Jian as the director of the Group Quality Office and reported to Yan Kesheng.
This appointment will take effect on the same day.
Lei Jun
2018.7.23
3. Passing Tesla Motors will launch its own smartphone products;
According to the photos exposed on SlashLeaks, Tesla may launch its own smartphone. Although these images may also be forged, these mobile phone screen protector images show that this smartphone is similar in design to the iPhone X, with a top Small bangs, there is a narrow border around the screen. There is a smart phone case on the back side, there is an opening near the upper left corner, which can accommodate the dual lens camera setting, with a prominent Tesla logo in the middle.
4. The screen is folded like a wallet? The price of a Samsung folding smartphone may exceed 10,000 yuan;
Set micro-network news (text / Jimmy), the full screen era of the smart machine has not sucked enough of the gold in the pockets of the people, this time the news of folding mobile phones is also endless. Not long ago there are reports that Samsung plans to launch codenamed 'winner' The galaxy collapsible smartphone, and the latest Samsung patent appears to be a showcase of the phone.
The Dutch website Letsgodigital found an international patent describing the Samsung mobile phone in July 2018. The patent was submitted by Samsung in 2016 and approved in 2017. The patent describes a collapsible smartphone with a hidden screen. Viewed from the front, like a mobile phone on the market today, it folds like a wallet, and its hidden screen is located at the top or bottom edge of the device in a folded state, in order to allow the user to access certain functions in the folded state.
In fact, the concept of a comprehensive screen, and the continuous improvement of display technology, is enough to enable the phone to be inserted into a 7-inch screen without folding, just like the three new iPhones that Apple will release this fall. Like the glass panel, by reducing the frame space, a larger screen can be inserted into the body like the iPhone 8 plus.
Why did Samsung spend a lot of time developing a folding smart phone? Not to mention Samsung has been involved in the development of folding mobile phones since at least 2015. This is in line with Samsung’s current global market share and even in certain regional markets. According to the latest data, Samsung’s mobile phone market in China has continued to decline. Since the first quarter of last year, Samsung’s share has declined. To 3.1%, the second quarter fell to 2.7%, and the third quarter fell to 2%, until now it has become 0.8%. With the maturity of domestic mobile phones such as Huami OV and the high-end, Samsung is making a comeback in the highly competitive Chinese market. It can be described as difficult.
Not only Samsung's performance in the Chinese market is bleak, but also facing the global market is also suffering from the impact of other mobile phone manufacturers. Due to the poor sales of high-end machine sales, coupled with the lack of low-end strategy and lost global market share. Profit behind Apple, the market According to market analysis agency StrategyAnalytics, Samsung Electronics' smartphone share in the first quarter was 22.6%, down 0.1% year-on-year. Huawei's millet increased by 1.6% (9.8%→11.4%), 4.6% ( 3.6%→8.2%). The financial sector also analyzed that the high-end Galaxy S9 is expected to ship between 2,500 and 30 million units in the first year, which will be the lowest sales since S3. And Samsung’s electronic financial report is due to poor mobile phone performance. Profit fell for the first time in seven quarters.
To this end, Samsung will be transferred to the Jiuwei Business Department's global production technology, and the vice president of Park Jizai will be re-appointed as the global hardware development manager for the Water Source Radio Division. From June 1st, it seems that the development of folding mobile phones is also expected in the future. This emerging mobile phone market will take the lead in boosting the current mobile phone market.
But whether this melon can be sold sweetly can make consumers willing to pay for it is another matter. The two key differences between Samsung and Apple's product strategy are pricing and energy efficiency. The new iPhone plus model may start at $1,100 or Below, according to the Wall Street Journal, Samsung's folding mobile phone price is 'very likely to exceed $ 1,500'. In addition to the hardware to solve problems such as the screen quality of the internal and external screen, greater energy consumption, more powerful graphics processing In addition to the larger battery capacity, the final form of the folded phone is likely to have a thick, flexible hinge at the fold like the surface book, as the information shown in the patented drawing. It is possible to scratch other things placed in your pocket. And the portable performance of the phone is bound to decrease.
In this era of total screen life, not all consumers can accept the inconvenience caused by putting a big guy in the pocket, not to mention the current flagship price, the folding equipment market may not be Optimistic, not to mention the price is beyond Apple's equipment. Looking at the current global mobile phone market price is still king, it seems that Samsung still needs to polish the folding mobile phone, the market still needs to do enough research to regain global market share. Things between day and night. (Proofreading / group)
5. Glory Note10 specification parameters exposure into the first 512GB flash memory phone;
Set micro-network news (text / Luo Ming) Glory Note10 has confirmed that it will be released in Beijing on the 31st of this month, the main office entertainment, although the information on the network about its exposure, but did not get official confirmation, and now broke the news 100 % accurate The Great Ministry of Industry and Information Technology, the configuration of the glory Note10 is finally determined.
According to the information of the official website of the Ministry of Industry and Information Technology, the glory Note 10 model RVL-AL09 will be equipped with a 6.95-inch AMOLED display with a resolution of 1080X2220. Compared with the 2K resolution of the previous generation glory Note8, the glory Note10 is distinguished on the screen. The rate has declined, but some netizens broke the news that glory Note10 will be equipped with AI 2K technology to make up for the lack of resolution, as for what is AI 2K technology, According to netizens, the AI 2K technology equipped with Glory Note 10 is actually a reason to interpolate and output 1080p images with the 720p software algorithm on Sony PS4. Huawei Glory Note 10 mobile phone uses NPU computing power and algorithm to make the mobile phone achieve the native 2k display effect by 1080p resolution, which can greatly reduce the power consumption of CPU and GPU, and also increase the battery life. At the same time, due to glory Note 10 uses an algorithm to make up 2k, so the font edges are sharp and clear, and there is no blur.
Core hardware, Glory Note10 will be equipped with an eight-core processor clocked at 2.40GHz, not surprisingly, the Kirin 970 processor, memory up to 8GB version, flash memory provides 64GB, 128GB, 512GB three storage versions, Glory Note10 became the first 512GB flash memory phone of Glory. It also supports up to 256GB of storage expansion, built-in 4900 mAh battery, pre-installed Android8.1 operating system (probably based on its deeply customized Magic Live).
In terms of taking pictures, the glory Note10 rear dual camera is a combination of 16MP+24MP, and the front 13MP lens, it seems that the woman who loves self-portrait sees the glory of the 13MP front lens Note10 must shake his head.
The configuration of glory Note10 is such a situation, from the price of the previous generation of glory Note8 2299 yuan, the price of glory Note10 will not be lower than that price.
In other respects, Glory Note10 has a good user experience from the Glory official's bigger and faster and more Cool posters.
As for the appearance of Glory Note10, there are two kinds of sayings on the Internet. One is a comprehensive screen design with rules, similar to the Samsung S9 with straight screen; the horizontal double camera on the back, integrated fingerprint recognition. On the body material, the glory Note 10 phone should It is a full metal body design. Another way is to use a double glass body, rear vertical double camera and rear fingerprint recognition.
Due to the strongest news, the official website of the Ministry of Information Industry did not release the picture of Glory Note10, so what it looks like, as of the deadline, it is still a mystery, we can only wait for the follow-up news. (Proofreading / Luo Ming)
6. The Ministry of Industry and Information Technology officially issued virtual operator licenses to 15 companies including Ali and Xiaomi;
Episode micro-network reported on July 23
Today, the website of the Ministry of Industry and Information Technology released a message. Recently, 15 companies (the annexes) that signed the first batch with China United Network Communications Group Co., Ltd. have issued business licenses to approve their mobile communication resale business.
It is reported that the virtual operator has been piloted for nearly five years. The official licenses include Suzhou Snail, Alibaba, Xiaomi, Dixintong, Music and other enterprises.
The top four mobile phone numbers in the '170' section will be used to distinguish the basic operators, of which '1700' is telecommunications, '1705' is mobile, and '1709' is Unicom. According to Xu Lidong, formerly China Institute of Information and Communications Research, As of June 2018, China's virtual operator users have exceeded 68.81 million, with a net increase of 8.36 million in the first half of 2018, and a net increase of 1.39 million in net users per month, which is basically the same as 2017, but compared with 2015 and 2016. Year has declined.
In fact, in the past few years, virtual operators have also been controversial in their operations. Due to incomplete user identity information, the tariff is cheap, and the 170/171 segment is in danger of fraud. Tencent mobile butler security experts found through big data monitoring, near 44% of fraudulent SMS messages came from the virtual operator's segment 170/171. Recently, Xinhua News Agency issued a message saying '100 numbers for 99 frauds'.
On April 27 this year, the Ministry of Industry and Information Technology issued the "Notice on Strengthening the Standardized Management to Promote the Healthy Development of Mobile Communication Resale Business" document, requiring virtual operators to immediately carry out self-examination and self-correction, and complete the registration of user identity information within one month. This means that before May 27th, 39 virtual-invested companies that issued numbers must complete the real-name registration and registration work, and finally realize the 100% real-name registration of new users at the end of 2016 as specified by the Ministry of Industry and Information Technology, and 95% of the stock users will be re-registered. ' The goal.
The following is a list of 15 companies that have obtained mobile communication resale business licenses:
Suzhou Snail Digital Technology Co., Ltd.
Shenzhen Youyou Internet Co., Ltd.
Hongdou Group Co., Ltd.
Yuante (Beijing) Communication Technology Co., Ltd.
Alibaba Cloud Computing (Beijing) Co., Ltd.
Minsheng Communication (Shenzhen) Co., Ltd.
Tianyin Communication Co., Ltd
263 Network Communication Co., Ltd.
Beijing Dixintong Communication Service Co., Ltd.
Beijing Jingdong Haolu Picking E-commerce Co., Ltd.
Share Communication Group Co., Ltd.
Beijing Leyu Communication Technology Co., Ltd.
Xiaomi Technology Co., Ltd.
Hainan Haihang Information Technology Co., Ltd.
Telephone World Communication Group Co., Ltd. 7. Qualcomm's acquisition of NXP enters the final level. The competition for the industry has just begun;
For Qualcomm, the days of the next three days may be more tough than the long two years.
July 25 is the deadline for Qualcomm to acquire NXP Semiconductors. According to the agreement, if it is still not approved by the Chinese Ministry of Commerce, Qualcomm will not be able to complete the transaction and will need to pay NXP a $2 billion cancellation. gold.
Compared with the withdrawal of funds, Qualcomm may be a fleeting industry opportunity. This M&A transaction has a high strategic significance and attractiveness to Qualcomm, which not only enhances Qualcomm's leadership in 5G technology, but also It can reduce its dependence on smartphones and promote the diversification of Qualcomm's business.
Data from Patsnap, a provider of R&D innovation lifecycle solutions, shows that through the acquisition of NXP, Qualcomm will further expand its patented technology portfolio and acquire NXP's 22,640 patents. NXP Its patented technology has led it in several semiconductor applications markets (automotive, digital networking and secure identity authentication).
On July 11, in an interview, Brian Modoff, executive vice president of Qualcomm Strategy and Corporate M&A, expressed to the First Financial Reporter that Chinese regulators could approve Qualcomm's desire to acquire NXP as soon as possible.
'China is the focus of Qualcomm's business development and cooperation. Qualcomm's commitment to China is unwavering.' Brian Modoff told reporters that Qualcomm is currently in the mobile market with a size of US$32 billion, with the rise of the Internet of Everything. As well as the acquisition of NXP, the market they serve will reach 150 billion US dollars, which will bring a big opportunity for the development of Qualcomm. The Internet of Things will become their second largest market, with a market opportunity of 43 billion US dollars. Will emerge, including networking, ADAS (Automated Driving Assistance System), Autonomous (autonomous driving), etc.
In addition, Brain Modoff told reporters whether he can get more than 70% of NXP's equity support: 'At present, NXP's share price is about $107, compared to Qualcomm's offer of $127.5, we think it will get investors and shareholders. stand by. '
Qualcomm's sense of crisis
The big explosion of technology is rewriting the pattern of the semiconductor industry. The feeling of the European and American giants standing on the top of the mountain is stronger than ever.
'New market demand is also stimulating the emergence of new companies.' Semiconductor industry observation analyst Liu Wei told reporters that leading companies will continue to carry out international mergers and acquisitions for strategic integration purposes in order to achieve economies of scale and reduce costs. As the industry enters the post-Moore era, enterprises will also accelerate the deployment of emerging markets, and the competitive landscape in the segmentation field will be reshaped. The mergers and acquisitions around the Internet of Things, automotive electronics, data centers, artificial intelligence and other fields will become increasingly active.
It can be seen that Avago Technologies acquired Broadcom and Broadcade for $37 billion and $5.9 billion, respectively, and built a fourth-largest new player in the semiconductor industry in just a few years; Intel It also acquired FPGA chip giant Altera and autopilot chip giant Mobileye for $16.7 billion and $15.3 billion, and completed the complete layout in the unmanned field. Although Qualcomm got rid of Broadcom’s hostile takeover offer, it does not mean its Already at a safe water level.
At present, more than 80% of Qualcomm's product revenue comes from sales related to the smartphone business. As the influence of mobile technology continues to expand, the most important proposition for Qualcomm's management is to change this structure and make the business income source more diverse. Chemical.
'We have found opportunities for market growth in many areas, including mobile Internet of Things, IoT security, mobile computing, in-vehicle information systems, automotive infotainment, etc. In recent years, Qualcomm has had significant revenue in these areas. Growth. In FY2017, our revenue in the above areas has exceeded $3 billion. 'Brian Modoff told reporters that it is only the Internet of Things business. Qualcomm’s revenue last year exceeded $1 billion, with a focus on areas including Wearables, voice and music products, cameras, robots and drones, home control and automation, entertainment and industrial internet of things.
According to the reporter, Qualcomm's semiconductor business achieved $16.5 billion in product revenue in FY2017. Among them, $3 billion came from business units other than mobile, accounting for only 18% of total business. But non-mobile revenues grew rapidly, 2017 data It is 25% higher than 2016 and 75% higher than 2015.
This may be why Qualcomm pays so much attention to NXP's acquisition.
NXP is one of the world's largest semiconductor manufacturers. After acquiring Freescale, it became the world's largest supplier of MCUs and automotive chips. With the peak of Qualcomm's mobile phone chip business, the acquisition of NXP is to solve its excessive concentration of revenue. One of the ways. If the acquisition is completed, Qualcomm will expand to automotive electronics.