Lei Jun wants to break the current predicament, Xiaomi access to the Hongmeng system or the only way out

There are poems to prove it:

The nine-year journey is finally listed, and the world knows Qingyunzhi.

Three years have not changed, and the future prospects are unknown.

One: the current situation of millet

Once valued at 200 billion US dollars, Lei Jun felt a little low Well, it will be down, the listed market value of 2019 is less than 50 billion US dollars, saying that all investors who invest in millet earn double, the result is estimated that not only did not go up, almost waist chopping, people sigh ah! The latest market cap is less than $37 billion!

Even the unlisted Glory is valued at $60 billion, but Glory has just been separated from Huawei for more than a year, think about the deep reasons behind this, you will understand! Who can say that there is no Huawei factor behind glory!

Second: Why xiaomi is not welcomed by the market and capital markets

1: The market now does not recognize the xiaomi brand, think of that year but people love to see flowers and flowers, are in the crazy rush to buy, now, it is indeed ice and fire double day, now xiaomi has slipped to the fifth place in the Chinese market, has been in the bottom of several major mobile phone players!

Well, even if the market does not love Xiaomi, but xiaomi's sales are still OK. Relatively speaking, it is also a global mobile phone player. How the capital market does not like it!

2: Why is Xiaomi not welcomed by the capital market?

Xiaomi has not been treated by capital since its listing, and has always felt that Xiaomi is not good, and the listing has broken, which shows the sensitivity of the capital market, halfway cut, and now it has been hovering below the issue price.

Three: Where is the problem with Xiaomi

1: What has been plaguing Xiaomi is the core competitiveness, which is said to be an assembly machine, like Lenovo, fortunately, Xiaomi has not collapsed like Lenovo, what is the core competitiveness of mobile phones?

A: From the big point of view is the system, Android and Apple, it is estimated that this is not a problem that Xiaomi can solve.

B: Chip, whether it's NPU. Or the CPU, or the SOC integration of the entire chip, Xiaomi can not get out, the surging chip standard is thunder and rain, may have withdrawn from the stage! Chip is a continuous investment in real money, faster than burning money, not every company is willing to invest so much, in addition to the company's founders are determined to continue to do it, like fast food can not do a good job of chip research and development! The chips in the mobile phone are currently Apple and Samsung, and Huawei is under the sanctions of the United States, and there is no way to find a foundry!

C: A variety of important accessories, like Samsung, have their own screen, Samsung is R & D production marketing integration, this is Samsung's strong integration capabilities, but also Xiaomi does not have!

Then let's see, where are the advantages of Xiaomi mobile phones? What is Xiaomi's moat? Relying on Internet marketing, but this is what everyone learns! Without something that can be done, it is doomed to go too far in this market!

Another point, if the competition between China and the United States intensifies, can Xiaomi survive as tenaciously as Huawei?

System blockade, chip blockade, what is Xiaomi's backup plan? There are also OV and glory, our other mobile phone manufacturers also have to think about this problem, can not be problems smashed down in the way, then it will be too late!

Four: Where is the future of Xiaomi?

When you listen to the above words, you may feel that Xiaomi's future is worrying?

On the contrary, I feel that it may be an opportunity, and "crises" have always been complementary.

1: Strengthen the research and development of their own chips, not only to have thunder but also to have rain down, but also to rain down, never accept to lose the rush forward, as long as to dry, need time, we consumers are willing to wait, but do not let everyone wait too long, after the release of the surging chip in 2017, it has been five years, can not be delayed again and again, take out the spirit of Lei's total model to do, I believe that after all, the sky will not pay off! Even if it is difficult, it is also moving forward.

2: If you really do not have the ability to develop their own chips, you can buy, Qualcomm can not buy is too large, Taiwan's two chip companies MediaTek, UMC, it is estimated that at this stage, money can not buy! This one is almost impossible.

3: If you still want to have a possibility to buy Huawei's HiSilicon chip, only pay Huawei licensing fees, Huawei does not provide specific products, it is equivalent to intellectual property rights, this is not a good strategy, still choose TSMC FOUNDRY, with HiSilicon's millet processor has a differentiation, high performance, in the high-end market can and Samsung Guoping break the wrist, time may be in the next 3-5 years of window period, can sit in the high-end market through hi-tech processors, everyone is a win-win, through Huawei's HiSilicon, It is not a good thing to learn some of the skills of chip research and development and accelerate your own chip research and development. The only concern is U.S. sanctions. This requires Xiaomi to find a way to solve the problem.

4: A little bolder, is to fully use the Hongmeng system in the domestic market, I believe that the former Huawei fans, must regard millet as the first choice, millet can sit on the first seat in the domestic high-end mobile phone market!

Five: the benefits of Xiaomi's access to The Hongmeng system

1: From the system itself, it will be more smooth and the customer experience will be enhanced

Hongmeng system and Android system compared to how, now many people are using Hongmeng system, fluency far more than the current Android system, fluency and Apple almost the same, but the interconnection (the connection between the devices) is much better than Apple, how to say it, play a metaphor, Android is 4G, Hongmeng is 5G, so the comparison is relatively easy to understand, Hongmeng system is a distributed system, can be interconnected of all things, this is also the current Android and Apple do not have, Hongmeng has the advantages are not listed here, In short, the Hongmeng system is one notch higher than the current Android and Apple systems! Now Google and Apple are also developing the same systems as Hongmeng, such as Google's next-generation system Funchsia.

2: Contribute to China's ecology

Since Xiaomi can't do a good system, Huawei can make a world-leading system, but the lack of ecology, need to be used together, I believe that Xiaomi should be able to have this pattern, Chinese need a system of its own, like China such a big country can not be stuck in the neck, the enterprise is for profit, but in the national righteousness, or to have a trade-off, the key is that this also has an impact on Xiaomi's sales, if there is an impact, it may be to increase sales!

3: Safer, do not put eggs in one basket

If the millet system is converted to the Hongmeng system, it can make the Hongmeng ecology form a burning trend, so that Xiaomi's own products can fly together, the Hongmeng system is not exclusive to Huawei, but donated to the Open Atom Open Source Foundation, which can fully ensure that other mobile phone manufacturers are not constrained by Huawei, which is actually equivalent to Android is Google, Hongmeng is huawei to build, Android is also controlled by Google, and Hongmeng is not controlled by Huawei, and the risk is reduced, in case one day our Android is restricted by Google, Do we all want our mobile phones to become bricks, at least in china with the Hongmeng system of Xiaomi mobile phones will not be affected! But this still requires Xiaomi to have the courage and courage to make this decision!

4: Sales and prices can take off at the same time

If Xiaomi turns to the Hongmeng system in China, and Xiaomi uses 5G chips, then a lot of Xiaomi's former Huawei pollen will not go to Apple, most of them will stand in line with Xiaomi, so that not only can the sales be raised, but also can step onto the high-end, Xiaomi has always wanted to sell high-end is not going up, now there is a road, do not know whether Xiaomi is willing to go.

I believe that if you have a Xiaomi mobile phone with a Hongmeng system, everyone is looking forward to it!

Six: What is the enlightenment for us?

Without core competitiveness, after all, it will be the mirror of the water moon, sooner or later will be depressed in the tide of history, only to seize the pulse of the times, increase core competitiveness, have their own moat, the enterprises of the turbulent era must be accompanied by the rise of the country, we are still optimistic about millet, hope that millet or other Chinese high-tech enterprises, do not live up to this era!