The mobile phone market will usher in new manufacturers. Recently, it is reported that the domestic new car head company Weilai has entered the mobile phone industry, and the previous one announced to enter the mobile phone industry is still the car manufacturer Geely. At the same time that car manufacturers have entered the mobile phone industry, in fact, mobile phone manufacturers have not stopped entering the automotive field, Apple's car-making plan has been advancing, and Xiaomi has entered the car-making field with high profile. Huawei, which does not build complete vehicles, has also been promoting the development of the auto parts field.
Car and mobile phone manufacturers are playing cross-border with each other.
In fact, the reason why mobile phone companies want to cross the automotive industry is very simple, after all, according to IDC data, the global smartphone shipments from 2018 to 2021 were 1.455 billion units, 1.39 billion units, 1.2 billion units and 1.35 billion units, respectively. That is to say, from the perspective of IDC forward-looking data (statistical caliber is different, so the two data are slightly different) mobile phone shipments have declined year by year after reaching the top in 2016, and although shipments in 2021 have rebounded, they are still at a low level. This also means that today's smartphone market has lacked an incremental market. More is to rely on the natural replacement of mobile phones in the stock market to achieve sales.
Lack of incremental market, which means that only adhere to the mobile phone, manufacturers not only have to face fierce competition, but also limited growth space, and for domestic manufacturers, in addition to the development of foreign markets, in order to expand the market, we have also seen a series of cross-border behaviors of mobile phone manufacturers, the launch of tablets has been a routine operation of many manufacturers; entering the TV market, and even making Xiaomi become the domestic mobile phone shipment NO.1; and Xiaomi grocery stores and Huawei grocery stores have become a new form of mobile phone industry. But it has to be said that the capacity of these industries is limited, and it is also in the stage of stock competition. It is difficult to provide enough market for huge mobile phone manufacturers.
Speaking of this, the reasons for mobile phone manufacturers to enter the field of electric vehicles are clear at a glance, after all, the automotive field is large enough, huge sales mainly accommodate enough manufacturers, and under the general trend of trams replacing oil vehicles, electric vehicles also have a huge incremental market, of course, Tesla, Weilai and other manufacturers over the years of great success, but also played a huge demonstration role. When electric vehicles become the outlet of the market, cars have also become a weapon for mobile phone manufacturers to break through the ceiling.
For car manufacturers, in terms of sales, mobile phones are really a "small business". But from an ecological point of view, it is crucial, although the electric car is on the outlet, and the stickiness of the mobile phone is incomparable to the car, after all, you can not carry the car with you, so that the introduction of mobile phones is conducive to the drainage of car manufacturers. At the same time, smart phones + cars also have excellent synergy, but the synergy of the two means that car manufacturers must hand over information and data, which is also difficult for car manufacturers to accept, in fact, SAIC's "soul theory" to a certain extent represents the general view of car manufacturers.
Having your own mobile phone products can not only allow car manufacturers to control data and information. At the same time, it is conducive to the edge expansion of automobile manufacturers, such as strengthening the connection and communication between mobile phones and cars, formulating communication and intelligent connection standards for mobile phones and automobiles, and realizing the third-generation intelligent system mode of car-machine integration. This is not only conducive to the expansion of the market by automobile companies, the patents obtained and the standards formulated may also become a moat in the later competition. That is to say, for automobile manufacturers, the mobile phone project is not only the icing on the cake, but the strategic layout needs after the development to a certain height. The process of automobile intelligence has allowed automobile manufacturers to open up the mobile phone supply chain, and they also have their own advantages in production and technology. Moreover, for the sake of ecological needs, the mobile phones of automobile manufacturers can even be low profits, and even subsidize shipments, so the progress and acceptance of users in the production of mobile phones by automobile manufacturers may be much smoother than imagined.
Do mobile phones want to do cars, do cars to do mobile phones, such a cross-border, in fact, is the beginning of a great integration of the intelligent era. Of course, this integration has only opened the prologue, and in the future, how such integration will be carried out is still very interesting.