Nail Technology Quick Review: If the Black Shark mobile phone is sold, who will benefit?

[Nail Technology Review] China's smartphone market has made waves again. A few days ago, two mobile phone companies were rumored to be about to be acquired by giants, of which Meizu mobile phones or Geely took down, and Black Shark mobile phones will be taken down by Tencent.

Meizu mobile phone was acquired by the giant, in fact, it is not unexpected. After all, after experiencing the loss of Ali, strategic swing, etc., this company has lost its competitiveness in the mobile phone market. But the black shark mobile phone was taken down by the giant, which is still somewhat surprising.

After all, from the perspective of public information, Black Shark mobile phones, as a representative brand in the field of game mobile phones, have developed well as a whole. And the competition in the game track is not too fierce, and the Black Shark has the opportunity and possibility to do it independently.

However, the black shark mobile phone is still likely to be embraced by the giant. It is worth noting that the outside world generally believes that Tencent's acquisition of Black Shark mobile phones is actually not to value "mobile phones", but to value "games". In the future, game phones will not necessarily become the main development direction of Black Shark, and the meta-universe represented by VR devices is the field where Tencent hopes that Black Shark will exert its fists and feet.

Here, without discussing the possibility of success of the Black Shark in the metaverse. What Nail Technology wants to explore is that if Black Shark is acquired by giants and gradually dilutes its layout in the game mobile phone market, then who will benefit?

As an important shareholder of Black Shark mobile phones, Xiaomi will naturally be one of the beneficiaries of this acquisition. This benefit is mainly reflected in two aspects. First, it is rumored that Tencent's acquisition of Black Shark has a valuation of 2.5 billion yuan, and Xiaomi will inevitably obtain a lot of money by selling Black Shark's equity, which can supplement cash flow; second, Xiaomi's Redmi also has a game mobile phone sector, without the strong competition of Black Shark, Redmi has the opportunity to do better in the game field.

Game mobile phone brands Red Devils and ROG mobile phones will be the bigger beneficiaries. Although Xiaomi, Vivo through Redmi and iQOO are also laying out the game mobile phone market, there are not many professional game phones focusing on the game market, and nubian red devils and Asus ROG mobile phones are the most typical representatives. It is generally believed that the most direct competitors of the Black Shark are actually the Red Devils and ROG. Therefore, if the Black Shark mobile phone has since attacked the meta-universe, rather than the game mobile phone market, it is naturally a major positive for the Red Devils and ROG.

Of course, "Nail Technology" believes that the current relevant brands should not be blindly happy, after all, Tencent's next layout has not been clear, once the black shark continues to deepen the game mobile phone track under the blessing of Tencent, then the black shark with traffic blessing, game content blessing and huge capital blessing will undoubtedly have the opportunity to become the king of game mobile phones, and it is even likely to expand to the mobile phone market. Once this is the case, not only the Red Devils and ROG are difficult to overcome, but I am afraid that it is also the result that Xiaomi, OPPO, and Vivo do not want to see.

In short, "Nail Technology" believes that do not underestimate the ability and ambition of the giants, after all, it is a C-end king who created "Glory of the King" and has more than a billion active users. (Nail Technology original, reprint must indicate the source: Nail Technology Network)