Sunday, November 18, 2012
Global Business News: China-made Cool ran smart machine most rely on customers offering customized poor market prospects
This week, the index of the electronics industry to follow the broader market fell sharply accessories iphone 5 down 4.3%, underperforming the broader market by 1.5 percentage points, less than 10% of the stocks achieved a positive return. The U.S. market, the S & P fell 1.3% and the Philadelphia Semiconductor Index underperformed the S & P 2.4 points; Taiwan Technology Index fell 1.7 percent, to outperform 0.6 points. General) in recent weeks, the electronic plate poorer performance, lower than our previous judgment, mainly because of the weak broader market, three quarterly and Apple's shares callback from a high point of nearly 1/4, resulting in the early part of the hot stock more substantial back tune. Win8 laptop pulling effect is not up to expectations, but we are optimistic about the follow-up to the potential (in particular, the deformation of the market). Proposes a focus on Europe and the United States market sales since Black Friday (November 23) to start the Christmas shopping season. Looking to 2012, the last seven weeks, we are optimistic about the industry's performanceSemiconductors the strength of the recovery is slow, the global semiconductor revenue fell 3.9% in September, October semiconductor equipment the BB value 0.75, seven consecutive months of decline, but the basic expected April industry generally cautious, especially computer channels supplier clear inventory in July and August, there is no expected last year;
Intelligent terminal and continueintelligent terminal sustained high growth: Third-quarter shipments grew up to 47%, iPhone5 yield enhancement, Nov. stocking on the amount of, iPhone 5s rumors underway, is expected to launch early next year; iPad mini and four generations of iPad days sales of 300 million units, the new iPad offering twice. Samsung S3 Note2 are selling; Galaxy Nexus, Nexus 10 on sale sold out within a few minutes, Huawei glory 2 high cost-effective intelligent machine market response is very enthusiastic shipments, panel price and volume go: the 11th TV sales strong enhance manufacturers, TV panel prices jumped in early November for the New Year's Day, the Spring Festival stocking confidence; 60-inch television on sale in North America Black Friday coming, Hon Hai low price to $ 688, will lead to super-size TV craze; the subsequent panel production line basically no new expansion, high-definition, large-size, process conversion to consume more panel production capacity, supply and demand will continue to improve. 3. 4Q11 Results, 4Q12 easy to achieve high growth: our statistics industry overall net profit fell over reached will be able to achieve a year-on-year growth of 25%;
Intelligent machine "get up early" Cool is seeking a new journeyAccording to the latest data show fundas para iphone 5 that in the U.S. market research firm Canalys, in the third quarter of this year, Samsung is still the leading smartphone manufacturers in China, shipments market sharewith 13% share; Coolpad market share surged , ranked third with 10.4 percent share. This is cool for the first time finalists smartphone first threeAt the same time, November 6 Cool jointly launched with China TelecomDaguan HD9960 play the "back to the high-end market" banner. Cool Su Feng, vice president said that this year is expected cumulative sales reached three years ahead of the target of 10 billionRely on carriers depth cooperation, in thousands of intelligent machines on the market, Cool With a good start. Speaking of Cool, Cool success relies on two things, the first is on the high-end brands as second earlier than others, in 2012 the layout of the next generation of Yulong Coolpad, public relations manager Li Xuqing "Investor Newsreportersaid new technologies. Cool a few years, mobile phone sales from one million to sales of over twenty million units, an increase very fast, ahead of the layout of the next generation of technology is very critical, "he said.
Course Cool's success is also a force to be reckoned, that is, with the cooperation of operators, Yulong Coolpad sales director of easy Wenfeng "Investor News" reporter, said that five to 90% of the company's main phone sales from carrier customization machine, and the time the launch of high-end machines still take the operator channelAvailable for comparison, also dependent on operators Huawei, ZTE to launch high-end machine, and both expressed mainly rely on social channels. Rely on the carriers may be a double-edged sword, Analysys International analyst Yan Xiao Jia "Investor News" reporter said the Cool style has been Sike custom machine market operators, doing Province channels cost, but also lost pricing powerClose to the operators across the board layoutPublicly available data, the Cool the custom terminal market operators more than three weeks. Dependent operators, Cool in the first half of this year to create three million selling models. Boost mobile phone sales, the the carrier customization become the domestic mobile phone manufacturers "savior", and Cool especially. With operators, not only to achieve a breakthrough in sales, and in the channels extend from a second-tier cities and fourth-tier cities.
Telecommunications expert Xiang Ligang, told reporters that cool a lot of customization and cooperation carcasas para iphone 5 with the operators, and it is quite good in the second and third tier cities in sales, better growth in the second and third tier cities also have high-end market space, In addition, the carrier's promotional Help Cool achieve sales growth. "China has some special requirements such as dual card dual standby, to meet the requirements of the operators, they recommended phone more proactive." Said Xiang LigangAcross the board layout is also a bright spot in the product line. Conversion from the margin to the market share, Cool from only high-end machine to high low-end all layout, According to Li Xuqing introduced, Cool proportion of high-end machine in the 20% to 30%, from 1000 to 2000 yuan The midrange between accounts for 50% of thousand dollars less accounted for 20 percent. Early a year in order to maintain profit margins, the only high-end machine, the only sell one million units, "in the late Cool goal is to do the leader of the local brands, which means that cool to grab market share, this strategy adjustment of means to re-layout of the product line, high low-end needs layout. "said Li Xuqing.
Old Yao, China Mobile League Secretary-General said that the the early Cool operators, high school has a low-end, launched as a brand manufacturers in the high-end models normal, that is, in order to establish a brand, as well as to the company's revenueBut Cool "signature dish" is a high-end machine, leveraging operators and there is no suspense. The early Cool start is doing business machine intelligent machines, and handset prices rarely less than 3000 yuan, 2008 3G market liberalization began to extend the low-end. Carriers every year in cooperation with several manufacturers to push high-end machine, brand mainly Samsung, Apple and other Cool is the only short-listed domestic brands. "Our strategy is the joint operators of high-end products to push, carriers will give a lot of resources to high-end machine profits relative to the low-end relatively secure, Samsung and Apple to earn 90% of the profits from the high-end machine . "Li Xuqing said.Brands and social channels to be liftedCool from a few people began to do the phone companies to the development of good, experienced more than 10 years of market suffering. "Cool big success not see it, but if they can hold at least the opportunity is there, now the biggest problem is the brand, product gap has been little, but to improve the brand image to make a great effort." Xiang Ligang saidTo do the greatest difficulty is high-end brand recognition, Samsung Apple oligopoly situation has become in the high-end market. Li Xuqing think Cool
"Even so, there are still opportunities." The core of the future of global competition to brand bateria iphone 5 competition, only the formation of a strong brand, the products have bargaining power. "Brands Cool biggest problem, to enhance the impact and visibility of the brand can go further." Said Li Xuqing.In addition to the brand, the treasure are betting operators basket is also a hint of risk. Yan small Jia told reporters, said, "Cool style sword easy road, that Sike carriers custom machine market, its social channels is not strong, the operators is very strong, although saving the cost of the channels, but also the loss of pricing power. Single channel mode is very terrible, once a carriers no longer Jicai your terminal next year, how should we doSocial channels has been the short leg of the Cool. The Cool also aware of the problem, in addition to cooperation with the country on behalf of, the development of the gold medal customers, trying to shift from the operator channel on the way to the composite channel. Carrier channels and social channels have been very close, in addition to the operators led growing ability to channel inputs increase, the future is the concept of the big carriers, many carriers covering both own channels covered the social channels. "said Li Xuqing.Operator channel one stroke victory idea being gradually abandoned. Previously, Huawei the terminal announced d.phone comprehensive cooperation, Dixon pass the country's more than 1,000 sales outlets open to the Huawei terminal. The ZTE [8.00 0.13% stock research reports, executive vice president He Shiyou also said that planned for this year to more than 10% in the open channels, including strengthening cooperation with Gome, Suning, as well as electronic channels platform Jingdong, the future does not rule out the establishment of its own electronic business platform
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