Yesterday, hammer released thousand brands of nut, 899/999 average price of domestic thousand Yuan added a strong competitor in the market. If you look at the two months or even a year to dramatic changes in the domestic mobile phone market, we can find such a strange phenomenon: The secret behind Baidu O2O and artificial intelligence
Internet-phone makers increased sales in the low-end market, thousands even on low-end machines at the product level in the high-end machines, a truly "flagship". That evaluation has been such a joke "millet Note Note 2 by red rice finished explosion", "Meizu MX 5 charm Blue Note 2 anti-."
Constantine, media people to keep this phenomenon – the flagship image, low-end market, mobile phone development malformation trend. However, I prefer to treat it as, this is represented by the millet, Meizu, a hammer-made mobile phones "covered with hardware manufacturers coat, real Internet" the inevitable result of the strategy, relying on thousands of machines is the driving force of Internet companies seeking to overestimate the value.
Millet, Meizu, hammer of the nature of the Internet
Meizu, hammer before transformation, only the millet is an Internet company. But the Meizu, hammer was after the US search market in transition, in essence, millet, Meizu, hammer currently are Internet companies.
Lei in millet earlier declared at the beginning of, millet has done while attached to the phone, but in fact it is based on the platform of the Internet, millet is now China's third-largest e-commerce company, and had to build mobile Internet platform based on MIUI, cell phone was just a carrier.
From Meizu transformation last year found on the higher we also can be seen. Huang Zhang, "said MX4 decided not to sell to make money." Huang Zhang, Meizu has to do now is to use the financing to expand the scale, scale development of Internet services, Internet service pushed company stock for shareholders and employees to get in return. Linan concludes that companies access to capital, changed its product profits-financed research and development, enhancing development through financing; employee-owned companies become popular, demutualized companies from pursuing small and beautiful into a scale of priorities.
Hammer as well. In January this year geek Park Conference, our hardware route to hammer, let go of the past, the transition roads can also be seen on the Internet. Old dialogue facilitator, Zhang Peng, Luo said:
There are a lot of people want to use the operating system, they like our software than hardware, which we are very happy, because we have always been driven by software companies. We did not even rule out authorized manufacturers using the operating system.
Freaks pushed valuations of low-end machines behind the impulse
Millet, Meizu, the hammer is in transition to the Internet, so here's the thing. The valuation of the three is actually determined by the software shipped.
As software companies, valuations are users, namely shipments. Hard to set foot in the low-end machines is almost inevitable. So we've seen, millet, Meizu valuations are rising along with the shipments spread.
Millet maintains annual rhythm of a financing. Almost every round is completed, its worth "triple jump". April 2010, Lei and the team, and morning XING create voted, and Qiming create voted investment founded millet; 2010 end of and completed a round new of financing, investment party more has IDG, company valuation 250 million dollars, annual cumulative financing 41 million dollars; December 2011, millet was 90 million dollars financing, valuation 1 billion dollars; June 2012 end of, millet announced financing 216 million dollars, valuation 4 billion dollars; August 2013, millet new a round financing valuation 10 billion dollars. In 2014, the millet valued at more than $ 40 billion, compared with 2010 growth of 160 times. In 2015, the millet with a 45 billion-dollar valuations to raise $ 1.1 billion that valuations have reached the level of the world's top technology companies.
From the rice shipments in 2011, 400,000 2012 7.19 million units in 2013, 18.7 million, 2014 for 60 million units. We can see from shipments, millet's valuation of the growth curve is almost as shipments to sync up the growth curve. There is also a very key time points, after its launch July 2013 red rice, millet's financing and shipments on a fast track.
According to the geek Park also reported, millet rice 3 and m 4 is only at the end of a product cycle to break through thousands of units, final sales but 20 million units. Thousand-Yuan price of red rice and red rice Note was short six months after the sale, long 9 months break do. The red rice series has sold more than 40 million units. In July, statistics show this year, shipments of red rice 2A for three months has reached 5.1 million units. That said, valuations much of millet is made up of red rice roll out series of shipments.
Meizu, too. 2015 Meizu sold 8.9 million units in the first half, an increase of 540%, more than the Meizu total sales for the year. 8.9 million data, magic Blue 6 month sales of 5 million units, sales accounted for more than half. And judging from the financing and valuation, Meizu July 2014, valued at 2 billion yuan to the November estimate of 6 billion yuan. Huang Zhang bouts a year later in February 2015, announced the Meizu, Alibaba group, and the sea through the new century Fund Meizu investment of 650 million dollars. The Meizu's history was first introduced in strategic investments, financing amounts over the phone so far six rounds of financing in the first four rounds combined. In July this year, Meizu's first round of financing was completed in June, estimates exceeded 20 billion yuan. And that is what Meizu total transformation after the Internet's remarkable achievements.
High-end positioning with the dislocation of the low-end valuation
This location is actually between Internet companies and high-end is misplaced. Internet companies have the price down, but at the high end and the magnitude of the demands to the contrary. Such dislocation is actually caused the domestic cell phone market in the so-called "flagship image, low end of the market" of the cycle.
From the market situation, to the hundred thousand Yuan market is down, red rice with millet series 2013 799 price is gradually plunging to 699 599, 499. This situation has also spread to the understanding held 2000 stalls. In April this year, Chinese mobile phone 2000 stalls shown signs of loosening, Meizu took the lead in price, millet, glory, added midrange machines prices plunging to around 1500 Yuan price, group diving with a transceiver in the domestic market.
Looking back on it last night and a hammer. Sure is, hammer launched thousands of science and technology, behind the transformation of the Internet, are more investor-driven effects.
As the Parks Congress laoluo geeks says: our investment now, hope we don't profit to sell this product. Actually, I don't have to compare them with the prices. But when I don't profit when their prices are almost the same.
While in the old mouth, past the hardware-focused company into "we are software-driven enterprise," Hammer technology also Luo Yonghao said last night that sentence: a software company in hardware shell.
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