Hammer foundries sudden collapse of domestic mobile phone interdependent

1, the electricity supplier channels "ceiling."

Jin Liu Lirong, chairman of the view that under the electricity supplier channels, operators and cable channels public channels have their own "ceiling." With the electricity supplier channels reach the ceiling, the future will not be in the presence of an operator-branded, electricity supplier brands and traditional brand, etc., "saying." If there play Barbie Cooking Games is no brand influence, even today a product can sell electricity supplier on thousands of units, but can not say tomorrow can only sell a few hundred units, easier sales often go too easy, and a stable public channel will not happen.

After the release of Mate 8, Huawei CEO Yu Chengdong consumers said that the current line under the whole sales or body, not to give up online and offline; according to market research firm Canalys data show that the focus on the electricity supplier millet, in the third quarter in China Smart mobile phone market volume fell by 8%.

2, the mobile phone industry centralization was evident.

Recently, mass hammer T2 foundry boss "on foot", a plus and offline channels to sell very good OPPO main online channels merge, small domestic mobile phone manufacturers who panic panic. In this regard, Liu Lirong accept Sohu science and technology interview, where the mobile phone industry is the main reason more and more centralized. Brand increasing scale, product model, but less and less, the amount of individual shipments is far greater than in the past, for example, a product of one million per month is nothing new.

"In this context the upstream mobile phone brands need to consider too many suppliers, a product need only 2-3 vendors have enough." Liu Lirong said, since reducing the number of suppliers, and that some suppliers collapse is inevitable ending: "This is the result of market choices too, in the coming days we will see this happen."

Dixon pass Jinxin president that "rumors of a merger plus and OPPO chose d.phone and other social channels, this is the future direction of domestic mobile phones."

Previously, Yu Chengdong inference, future global mobile phone brand may be only 1-2, while Lei Feng, vice president of worldwide vivo, said before entering the mobile phone brand definitely not out of 5, remembered brand mobile phone users also 3-5. Liu Lirong that "the future of the global mobile phone brand is not two, not a 20, but the 6-10 brand which is more reliable."

3, the supplier "Hengqiang."

He Gang, president of Huawei Terminal phone product line in an interview, said Sohu science and technology, and, like Mate7, Mate8 supply problems do occur, Huawei factory production accounted for only 10 percent, 90 percent and other products from Foxconn foundries to do. As for the current consolidation as well as some domestic mobile phone manufacturers supply chain "on foot" problem, He just said Huawei will select quality suppliers,play Dora Games brands, channels, services, balanced and steady development.

"In this case, small foundries day may be more sad," one industry source, similar to Huawei, millet such big brands will not default upstream capital, but concentrated in the hands of the advantages of supply chain Foxconn while smaller foundries face the risk of a small mobile phone manufacturers, mobile phone manufacturers say the risk is similar to a large Coke close to closing on more, leaving little uncomfortable is that most suppliers of these small mobile phone manufacturers owed money in 3-6 months month, some even more than a year.

4, the "price war" has become past tense.

Chinese Information and Telecommunications Research Institute released the "2015 China-made mobile phone development report" that, as of the third quarter of this year, Huawei, millet, ZTE, OPPO and backgammon are domestic mobile phone shipments in the top five brands. Although shipments of domestic brands accounted for more than 80% of the domestic mobile phone market, but except for a few companies, the industry as a whole is still at a low profit level. Ministry data show that in 2014 the mobile phone industry average profit margin of 3.2%, lower than the average level of the electronics manufacturing industry 1.7 percentage points.

How to deal with the domestic mobile phone

Tso Governance Division General Manager IBM Software Group Greater China Telecom said, by the impact of the Internet +, 80% of smart phones from traditional brands, and these brand market share does not exceed 15%, the next 5--10 years, the line will be re-channels beat online channel has become the main consumer habits. Faced with the instability of the supply chain and the electricity supplier channels, domestic mobile phone have to seek a variety of self-help course.

First, the channel of the rural market prospects next line.

According to the Chinese mobile phone League Secretary old Yao said that this year Huawei, OPPO and Vivo three mobile phone profits are more than one billion US dollars (about 6.4 billion yuan), especially Huawei cell phone profits will exceed 100 billion yuan. Vice President vivo global chief marketing officer Lei Feng revealed, vivo current vivo online channel accounted for less than 5%, the next line is the most important sales channel, has been cultivating two decades, offline channels involving logistics, efficiency, distribution, particularly county, township (four, five markets) which stores maintain more complicated. Easier said than done quite difficult, especially vivo in 2010 - when the transition in 2012, all include an agent company, we took a huge amount of money to support. For example, the Henan market took 9,000,000 yuan to subsidize, so retailers do not lose money agents, has formed a mature commercial model, 3--5 years vivo still keep going.

As early as July this year, Wu Qiang, vice president of OPPO has said electricity supplier channels dividend has ended, single-channel mode is broken, open up diversified online and offline channel model is the future direction of development of the terminal channels. Wu Qiang said, according to authoritative statistics, in 2014 Q4 decreased by 22.6% and 2015Q1 online channels, cable channels under the same period has increased by 76%.

Said Li Nan, vice president of Meizu, Meizu stores compared to last year, 1000, 2015 Meizu store has reached 2000, and also the number of authorized service centers to 300, is to double the growth trend.

Vulnerable for the following three, four-city channels parties. He just told Sohu Science City said in an interview, Huawei 2016 will implement the "thousands of county plan", under the county-level layout offline channels. In the past year monopoly and allow authorized stores increased by more than 100%, based on the coverage of the store will be built in 1000 the county, the first batch of 50 county-level store has been opened.

Second, the "quality strategy" to create the high-end market.

Lenovo CEO Yang Yuanqing told Sohu Technology interview that handset makers build their own channels and channel operators, high-end mobile phone is still the market, the low end of the price war will not have a way out. This year, the domestic mobile phone chiefs have said it would abandon the "machine sea tactics", walking the fine line strategy, to concentrate on 1-2 flagship machine.

First proposed not to fight "price war", and take quality strategy is Huawei. Huawei chairman Ren Zhengfei in an internal speech reaffirmed, do not have to learn Apple, Samsung practice, to get out of their own special way. The interpretation and practice of quality strategy is precisely the idea. Yu Chengdong in an interview, said Sohu science and technology, Huawei brand mobile phones will gradually withdraw from the low-end market, the future focus mainly doing more than 2,000, more than 3,000 products.

From 2013 CES exhibitors publish Ascend Mate 1 start, boutique continued. But after Huawei P6, P7, mate 7, Mates / Mates8 price surpassed 3000 yuan ...... Mates 8 reportedly on the market or out of stock.

Chinese Academy of ICT information technology and industrialization Xu Zhiyuan, deputy director of the Institute revealed that in 3000-4000 the price of mobile phone shipments among the domestic mobile phone proportion has increased from 7.5% in the first quarter of 2014 to third in 2015 quarter of 76.8%. However, more than 4000 yuan mobile phone shipments among the domestic mobile phone accounted for less than 2%, did not enter the domestic mobile phone is basically a price of 4000 yuan this space.

Third, operators and traditional social channels or into the main.

Suning Gu Wei, general manager of Communications, said the phone line coming to an end bonus, the inevitable way the whole channel, O2O mode the whole scene is China's mobile phone retail. Dixon, chairman of LIU Dong-hai told Sohu Technology interview that the future will work with Huawei, Cool, Jin, millet, VIVO, OPPO, Meizu, music television, Lenovo, ZTE, TCL and other domestic mobile phone brand joint "sea", the establishment of information sharing, product altogether , channel build, risk-sharing, benefit-sharing cooperation play Baby Hazel Games.

In addition, China's three major telecom operators end subsidies to increase, the mobile terminal channel subsidies promised 100 billion yuan, China Unicom users subsidize 45 billion, China Telecom made a commitment 7,000,000,000 yuan stimulus terminal. Ma Shan, general manager of China Telecom's sales and channel development ministry said the next 1--2 years, no separate online and offline, the next year, sales at the terminal, the line continues to occupy 70 percent. While Telecom a year ago, on the channel repositioning objectives and users, personal shopping district covering 50,000 core business district shop; rural household customers, two years to build the community to build 5,000 communities and rural areas opened up 2.5 foolproof Netcom stores.