Introduction: On the surface, mobile phone manufacturers and car manufacturers come and go, but in fact, they are fighting each other in a broader dimension.
In the ICT field, there is Xiaomi and then Huawei, one at the beginning of the year of the "Rice Noodle Festival", with tens of billions of dollars of car budget to brush the screen car circle, the other at the end of the year through an annual new product conference, so that the national auto media in Shenzhen once again gathered together.
Back to the automotive circle, when the news that Tesla Model π mobile phones was spread by the media, on September 28, Geely Automobile officially announced its entry into the field of mobile phones, and will launch high-end smart phones for the global market through global technology and resource integration.
On the surface, this is just a cross-border exchange between mobile phone manufacturers and automobile manufacturers in the cross-border field, but in fact, under a broader perspective, it is actually each other in a new dimension.
In fact, long before Xiaomi announced the car, the news about Apple's car has begun to be frequently updated, and Sony has come up with its own prototype car and a new brand logo. In the past two years of rapid progress in the fields of visual recognition technology and artificial intelligence algorithms, such signals are bound to make domestic ICT manufacturers nervous.
It is easier to see such a change of mentality from another angle. From the xiaomi folding screen mobile phone rush this year, OPPO smart glasses small batch media release, it can be clearly seen that in the global world, the head manufacturer's wind direction has no longer focused on the smart phone itself, more personal mobile computing equipment solutions, is bound to shift from the user's body to the road.
Therefore, we can see the scene of Huawei's annual new product launch on December 23, smart phones and digital products have been reduced to pre-dinner desserts, and the first model of the AITO brand that was just unveiled more than half a month ago was used to announce more abundant product information in this conference.
The next day, the stock price of the "Huawei Four Little Dragons" fell across the board, of which at this conference, the stock price of Xiaokang Shares, as a "deep partner", fell by 10%, and fell by more than 7% on the day of the press conference. Interestingly, after announcing the creation of mobile phones, Geely's stock price rose in the following month, up as much as about 20%.
At this time, people also gradually found that the Tesla Model π mobile phone that was more and more real at the beginning was just a series of renderings of a technology circle Internet celebrity from Italy who paid tribute to Tesla.
From "China Cool Link" to "Huami OV", the iterative process of China's smartphone market in the past decade and the automobile market, under the seemingly different surfaces, are actually the same destination.
Although in the global market, Samsung maintains the first place in both shipments and market share, in the Chinese market, Xiaomi replaced Samsung in 2014 to win the championship, and the following year Huawei once again took the second place position of Samsung. Coupled with the impact of the note 7 incident in 2018, Samsung completely shut down the last mobile phone factory in China in 2019.
As mentioned earlier, in the global share ranking, Samsung has also been surrounded and suppressed by domestic brands such as Xiaomi, Vivo, Realmi, oppo, etc., and its position is in jeopardy.
On the surface, it seems that most of China's auto market is still controlled by foreign brands, according to the data released by the Association of Automobile Manufacturers, in November 2021, the retail market share of independent brands was 46.3%, but it achieved a year-on-year increase of 6.9%. Coupled with the stronger industrial chain resilience of the head enterprises of independent brands, it has become unfavorable and advantageous in the shortage of chips that have swept through the year, and has strongly regained the market share of joint venture car companies.
In other words, domestic mobile phone manufacturers and Apple, each forming a synergy in the low-end and high-end markets, first squeezed Samsung out of the Chinese market, and then launched an impact on Samsung in a similar way in the global field.
In the automotive field, where the starting gap is relatively large, joint venture car companies and second-tier luxury brands are also losing under the joint encirclement and suppression of independent brands and new forces, while traditional luxury brands are being hit by Tesla in the high-end market.
As more and more Chinese brands such as Lynk & Co and Weilai sail out to sea again, I believe that similar situations will occur in the global market sooner or later.
It is not difficult to see that Xiaomi, which has a milestone breakthrough in the mobile phone AIoT business, wants to have more room for development in the global market, and it is imperative to build a car in the next game.
In the context of the great power game, Huawei, which has to be careful, also has to "take care of him" in the process of meddling in the automotive industry.
Especially in the current international and market environment, Huawei's identity as a partner is destined to be unable to play a brazen fist in the product as google launched when it launched nexus, nor can it easily make the cooperative model "turn into gold", of course, except for the impact on the partner's stock price.
From this perspective, rather than saying that Geely announced that the mobile phone is a PK between Li Shufu and Lei Jun, it is actually more like China's advanced battle on a global scale in 2021. On the surface, the back-and-forth between mobile phone manufacturers and automobile manufacturers today is likely to become a magnificent preface in the annals of history in the future.