Rebirth 2010: I taught Mr. Lei how to make a mobile phone

Chapter 317 Lei Jun is in deep thought, Lao Ma is resentful

"MediaTek just announced the MT3 mid-to-low-end smartphone chip in March this year, which should be much cheaper than Qualcomm's comparable chip.

In addition, the Tegra 3 chip just released by Nvidia this year is a competitor to Qualcomm’s Snapdragon series and is also very cost-effective.”

Lei Jun thought about it and made the decision, "Let's prepare according to the second plan and try to get these two companies before the press conference. You should do this yourself and bring Zhou Guangping with you. You must evaluate the performance and power consumption of the two chips from Nvidia and MediaTek and compare them with Qualcomm. If the difference is not big, it's fine. This is the premise."

"I've been waiting for you to say this. I'll get ready right away and then set off to negotiate with Lao Zhou."

"Abin!"

Lin Bin turned his head and looked, "Anything else?"

"Don't let the news leak out, keep it secret!"

"understand!"

After Lin Bin left, Lei Jun sat in the boss chair in his office and fell into deep thought.

Xiaomi is now a completely different company than it used to be. It is no longer an unknown little shrimp.

根据2012年第一季度华夏智能手机市场份额统计，目前三星28%第一、苹果16.2%排第二、第三就是13.6%的小米，前三名就占据了国内60%的智能机市场。

Xiaomi’s sales of nearly 5 million units last year is no joke. For any first-tier brand, Xiaomi is a coveted big customer.

If Qualcomm raises its prices and the other two companies lower their prices, and their product strengths are not much different, there is no reason for Xiaomi to give up the lower price for the higher one. It all depends on the other party's sincerity.

You should know that the biggest cost of a mobile phone is the chip, and Qualcomm chips account for as much as 40% of the cost of Xiaomi phones. The cost of chips plus screens directly accounts for 60%. Therefore, even if Xiaomi can bargain with other component suppliers, it can only deduct a few cents. This is also the reason why Xiaomi's profit margin is not that large.

The chips and screens are from Qualcomm and Sharp respectively. It would be good if the prices don't increase. It's a pipe dream to expect a price reduction.

If you want to use Mi'an Xinsheng's chips, you have to wait at least three years. Distant water cannot quench nearby fire, so for now we still have to rely on these mature foreign chip manufacturers.

Therefore, the temporary solution is to find a perfect substitute for the chip. By doing so, the subsequent bottleneck problems will be solved, and Xiaomi's profit margin will be greatly improved.

Xiaomi's future relationship with Bi'an will be to compete in cooperation and cooperate in competition.

The only difference is that this kind of competition is not between each other, but on their respective tracks, to see who runs faster and who runs more steadily.

Chen Mo, let’s see which of us brothers can run the business better!

He just didn't believe that with his forty years of skills, he would lose to a little brother who was less than thirty years old!

Lei Jun got up and opened a can of Coke from the refrigerator. He took a big gulp and then burped. He felt like his former youthful passion had returned.

The global smartphone market is developing rapidly, and the Chinese smartphone market has risen rapidly due to the disruption caused by Xiaomi.

Thanks to Xiaomi's catfish effect, the domestic smartphone market has grown much faster than the top leaders had originally expected.

The growing demand for mobile Internet has put forward higher requirements for the current 3G network speed, and people's calls for 4G are also growing louder.

There is news that 4G licenses will be issued around the middle of next year, and currently China's three major mobile network operators have accelerated the speed and scale of 4G base station construction. Before the starting gun is fired, the competition among the three companies has already begun from the moment they enter the field.
The same is true in the chip field. Unlike Apple and Samsung, which basically use their own self-developed chips, the former is basically the same as the Apple Store, focusing on a closed-loop ecosystem and self-production and sales.

The latter depends on output. When chip production capacity is increased, they will cooperate with some mobile phone manufacturers and sell some. If their own production capacity is insufficient, they will still purchase chips from companies such as Qualcomm for reserve.

Other chip manufacturers have long been envious of Qualcomm's success with Xiaomi, including Nvidia and MediaTek.

The current NVIDIA is not the NVIDIA that will rise in AI in the future. Its newly developed Tegra 3 chip is comparable to Qualcomm's Snapdragon series.

Taiwan's MediaTek is not far behind. Seeing the booming market for thousand-yuan smartphones, it launched the MTK3 chip in March, which is specifically designed for mid- and low-end mobile phones.

Several other mobile phone chip manufacturers have been competing openly and secretly and comparing with each other for some time without stopping.

The Chinese market has long become the most important battlefield in their eyes.

Domestic mobile phone manufacturers are in a similar environment.

Huawei and Lenovo rank second and third in the domestic market share. Relying on cooperation with mobile telecom operators, the two companies have launched contract phones at various price points, especially the marketing strategy of giving away phones for free when recharging phone bills, which has attracted countless consumers and caused a surge in sales.

The rest are ZTE, Meizu, Coolpad, Gionee, and ov
That’s right, Meizu, which claims to be a strong rival of Xiaomi, ranks fifth.

Meizu is currently developing MX2 and Meizu Blue Note2. Huang Zhang is feeling very upset. Originally, according to his idea, if MX and Meizu Blue were on par with Xiaomi, he could retreat behind the scenes and live a semi-secluded life.

As a result, Meizu Blue took advantage of the fact that Redmi's production capacity could not keep up, and the final result was a 55-2 situation. Although the other MX has received unanimous praise from users, it is completely different from Xiaomi X2, and Xiaomi also has high-end models such as XPro.

Generally speaking, it is a gratifying thing for a master to see his students surpass their teachers, but Huang Zhang was particularly upset about this kind of stolen learning. It became a lingering knot in his heart, so much so that he even dreamed at midnight that if he had agreed to Lei Jun's acquisition of 30% of Meizu's shares, would things be better now?

Meizu currently has several obvious shortcomings. The first is its marketing channels. It cannot compete with Xiaomi in marketing, and it cannot compete with Huawei and Lenovo in channels. Meizu wants to enter the market but cannot.

Moreover, Meizu has always used Samsung's Orion chips, which have always been very expensive. In addition, due to the lack of sales, Meizu's voice is at an absolute disadvantage, and it may face the risk of Samsung's supply cut at any time. This is in sharp contrast to MediaTek chips.

Meizu is also currently in contact with Qualcomm and MediaTek.

In terms of product strength and cost-effectiveness, Meizu is confident that it can compete head-on with Xiaomi.

But Huang Zhang had to admit in his heart that Lei Jun was a man of some luck. When Xiaomi was founded, he had the marketing talent Chen Mo, who pioneered this new type of press conference, which then became a huge success.

Whether in terms of marketing or funding, Meizu is definitely at a disadvantage.

It is difficult to make up for the shortcomings in funding and marketing, but it is not easy to strengthen them immediately.

Huang Zhangchou felt that his hairline was gradually moving upwards, and then Meizu welcomed its angel.

He received a call from Lao Ma, inviting him to Hangzhou to discuss cooperation matters. Huang Zhang agreed to the invitation without any hesitation. No matter what the result was, at least it was always a good thing to talk to Mr. Ma.

On the other hand, the reason why Lao Ma invited Huang Zhang to discuss cooperation was not a spur-of-the-moment idea, but was based on two considerations.

Yu Gong:

Alibaba has always cooperated with the communications field. In the mobile Internet business, products and terminals need to maintain a close relationship, and investing in mobile phone manufacturers is one of its usual methods.

But for these domestic companies at the current stage, Xiaomi has just completed its B round of financing, and it will take half a year to a year for the next round. The boom in investing in Xiaomi has passed, with the B round reaching US$10 billion, and the C round is estimated to be raising several billion dollars. If Alibaba enters the market at this time, the return on investment is obviously too low, and Jack Ma personally does not want to invest.

The remaining Huawei, Lenovo and ZTE are benchmark companies in their respective fields. Alibaba’s investment is not even icing on the cake. They are not interested at all and can only carry out some small-scale cooperation on individual business needs.

Small in size, great potential and high return on investment, Meizu is the most suitable candidate as it meets these conditions.

Meizu Blue competes with Redmi, and the MX and MXPRO series compete with Xiaomi's X series and Xpro series. Their pricing strategies are identical.

Currently, the only company on the market that has a similar strategy to Xiaomi and has the potential to catch up with Xiaomi is Meizu.

If Meizu can suppress Xiaomi and make Xiaomi too busy to take care of the other side, Alibaba can join forces with Tencent to strangle the other side from all aspects.

This is the real purpose of Ali, or Ma.

Because the speed of Bi'an's rise was so fast and so fierce, in just two short years it has broken the three-way competition of BAT and there is a trend of a four-country war.

What's more, the businesses of Alibaba, Tencent and Bi'an are highly overlapping, and mobile payment, game market, social networking and e-commerce are all battlegrounds.

Lao Ma can see it, and he believes Xiao Ma can see it too, that the rise of Bi'an is bound to pose a strong threat to Alibaba and Teng Xun. The threat is hidden now, and he dare not imagine what the situation will be like in two years if left alone. Therefore, he does not mind joining forces with Xiao Ma to eliminate this potential threat first.

Speaking of personal reasons, Lao Ma has too many reasons.

First of all, he didn't have a very good impression of Lei Jun. If Xiao Ma was a scholar, then this person was a pale-faced scholar. Because when he started his business, Lei Jun was already a well-known angel investor. He went to Lei Jun for investment, but was rejected directly.

However, as Alibaba has reached its current scale far exceeding Xiaomi, he has long since let go of this old grudge.

The new enemy is not Lei Jun, but Lei Jun’s younger brother, the young man named Chen Mo.

Some time ago at the bidding conference for the Spring Festival Gala, he saw this handsome and tall young man and did not have a very good impression of him. He thought that God only gave him some leftovers, so why should he chase after him to feed him?

A few months ago, Bi'an poached all of Alibaba's cloud department. In addition, Bi'an's bid made Alibaba spend at least twice as much to win the rights to cooperate on the Spring Festival Gala.

Relatively speaking, the latter is actually not so bad. For Lao Ma, it is just a matter of spending a little more money, and his vision is not that narrow.

The main reason is that the former caused Alibaba's cloud computing business, which invested billions, to temporarily stagnate, and it has not yet recovered. There is a very high risk that the investment will be wasted. Money is a small problem.

He had pushed forward this business against all odds. If it fails, his reputation within the group would be damaged, which is what Lao Ma cannot accept the most.

In his heart, there are some things that Ali can do without, but you can’t take them away!
This young man, Chen Mo, disregards the moral code of the underworld and has no martial ethics!
Juner: Thank you for the 500 points reward from brother “Gossiper”. I salute you!

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(End of this chapter)