After Huawei was "taken offline", who can pick the beam in the domestic mobile phone?
Some people say that Xiaomi can; some students think that OV is also good; and some students feel that the glory of Huawei's true biography may work. A serious problem is that even if the sales soared for a while, it could not hide the fact that the real high-end smartphone market was still controlled by Apple, and only Huawei, which continued to develop its own chips and increased investment in research and development, single-handedly resisted, making the market of more than 5,000 yuan have domestic mobile phones. But now, no.
That is to say, if you want to "grab food" from Apple, it seems that only by copying Huawei's approach can it be achieved, but when you grow up, promoting technology and innovation through vertical ecology with a company as the main line will still have the possibility of being "targeted", and there is even no chance to grow.
Therefore, complete copying does not work, so that the whole industry chain goes hand in hand may be a way, and this road, Xiaomi is exploring:
Xiaomi you know: a bunch of numbers, a bunch of messages
See here, perhaps some students will say, hehe ~ you are actually helping Xiaomi endorse, think that Millet has sold well in recent years and has a high market share, so I think Xiaomi can become another Huawei and compete with Apple?
After all, in the more than 10 years of millet growth, although news about research and development has been exposed from time to time, including Shenma smart factory, 3 years of investment in XX billion research and development costs, or full screen design, iron egg machine dog and the like, etc., people will think that such millet does not seem to be very serious in "research and development".
For example, at the Xiaomi 12 new product launch conference on December 28, 2021, Xiaomi founder Lei Jun directly upgraded the original "five-year investment of 50 billion" plan to "more than 100 billion R&D investment in the next five years", and some students will feel that these numbers look like numbers, without letting people see the results and not letting people see Xiaomi's efforts, so these are useless.
Xiaomi in fact: grow with the industrial chain!
As mentioned earlier, Huawei's success in the high-end market is actually impossible to replicate, even if it is copied, it will encounter the same problem, at this time, relying on its own advantages to explore another way has become possible, and Xiaomi is doing just that!
As ordinary users recognize, whether you are using Xiaomi's high-end mobile phones or not, at least many people's homes may have more or less one or two Xiaomi ecological chain products, and the perfect and powerful Mijia ecological chain is Xiaomi's biggest advantage, and it is also its best point of strength!
Xiaomi firmly believes that "a supply chain with multiple links and multiple companies with global competitiveness and close industrial cooperation is naturally more difficult to target than a giant Mac." This also makes Xiaomi put its landing point on the industrial chain that is closely related to itself.
There is data to prove it: according to Xiaomi's official 2021Q1 financial report, Xiaomi directly invested in more than 320 companies, and if you add Xiaomi's various industry funds, the overall number will exceed 400.
These industrial chains invested by Xiaomi have several characteristics:
1. These semiconductors involve twelve fields, and they basically do not overlap with each other, and even if they overlap, they will be distinguished upstream of the subdivision track;
2. Xiaomi's investment in the semiconductor industry covers the entire industrial process, from the design of various chips, to chip packaging and testing, to semiconductor production equipment, and then to the most upstream semiconductor materials;
3. While Xiaomi invests in these industrial chains, it also pays attention to "bundling" in a deeper depth, which is to give priority to the chips/products produced by the industrial chain invested by itself when purchasing;
4. The input into these industrial chains has not immediately "fed back" for millet, and the asymmetry of input and output will become the norm in these industrial chains of millet for a long time.
In layman's terms, although Xiaomi has invested in a huge industrial chain, it is not a subordinate relationship between them, more like a partnership to help together, just like the IoT industry chain that Xiaomi has created and has grown up, Xiaomi's success, industrial chain and even ecological partners have also succeeded, and the semiconductor industry chain invested in Xiaomi is - the industrial chain is successful, and Xiaomi can also succeed!
Only in this way, when China's smart phone industry "goes hand in hand" and needs any kind of high-end components can be obtained in China, the Chinese smart phone industry at that time can really stand up, and The Chinese smart phone at that time will no longer be strangled by the neck!
Is the truth about the unchecked high-end market like this?
Xiaomi throws out a bunch of R& D investment figures, and from time to time there are one or two new technologies pushing the market, which will make people feel less real, just like the old saying: shouting is better than doing?
But that's not the case! No one stipulates that the results of research and development can not be surprised, no one stipulates that the R & D investment of enterprises cannot be said, behind this number and technology, in fact, it also bursts out their power on one real product after another - it belongs to the power of domestic research and development!
Xiaomi officially announced that the three models of the Xiaomi 12 series just released before include xiaomi's cooperation with more than 60 domestic supply chain manufacturers. For example, the 6.28-inch AMOLED flexible screen that is "the most advanced in the world" and breaks the 15 records of the authoritative displayMate A+ is from the domestic panel manufacturer TCL Huaxing; such as the self-developed charging chip Xiaomi Surging P1, which makes the Xiaomi 12 Pro stable and efficient into the "journey" of the fastest charging efficiency, and it is also a "journey" of a large battery and high power.
There are other parts, all piled up on these three flagship models that blatantly "declare war" on Apple, "double-size double-high-end", "align with the iPhone", "experience first", etc. Behind these slogans is not Xiaomi's confident "declaration" of growing up in the industrial chain of its own investment? And is it not a "statement" of excitement after the initial results of Xiaomi's "self-research + independent ecology" development route?
From the pricing point of view, the three products of the Xiaomi 12 series are infinitely close to the iPhone 13 series in 2021 in terms of pricing, which also means that Xiaomi has taken a solid step towards the real high-end smartphone market after Xiaomi 10, and this step has both its strong confidence in the industrial chain and Xiaomi's firm belief in the road of self-development!
Write at the end:
There is a grim fact in front of us: just in the past 2021, Apple single-handedly ate the "5000 ~ 8000 yuan" and "higher than 8000 yuan" of the two high-end mobile phones the main price range of 83.6% and 94.1%, while this number in 2020 is only 42.5% and 13.7%! What does this mean? This means that without Huawei's containment, the high-end market is almost already Apple's territory of "coming and going freely"; this also means that domestic mobile phones no longer look for a precise and feasible route to impact the real high-end mobile phone market, and the future will become more and more difficult!
Obviously, Xiaomi, which once rushed its sales to the world's second in 2021, is the one that is most likely to carry the banner, which has shown a strong symbiotic industrial chain capability. Another key node is that whether it is Xiaomi or other domestic mobile phone manufacturers, they should indeed get rid of product dependence from this moment on, continue to increase research and development, and find a way to grow without being suppressed! Only in this way is the right way for the real rise of China's mobile phone industry, isn't it?