Chapter 341 The mediocre Pingguo 5, reversely boosts Mai Li X1!(1/3)
The morning meeting is still going on.
"Haotong chips have five million pieces in stock, and another five million pieces are in production."
Report by Gu Mingzhang.
"This is not enough." Zhang Shuo shook his head, "At least the order must be based on a total sales volume of 40 million units."
The soon-to-be-released Pingguo 5 is the best reference for the Maili x1, with over 2 million units booked on the first day and over 5 million units sold in the first weekend, with total sales exceeding 70 million units.
In terms of sales volume, it is definitely worth mentioning x1.
Zhang Shuo does not expect that the newly born Maili x1 can surpass Pingguo, which has established a brand advantage, in sales, but at least it must close the gap with Samsung S3.
Within one year of the latter, global sales exceeded 50 million units.
The reason why Zhang Shuo set a total sales target of 40 million units is because Maili has not yet expanded into overseas markets and cannot compare with Samsung, which has deeply penetrated major markets around the world.
As a result, sales were reduced by 10 million units.
"Early this morning, I have contacted Haotong and urgently placed an additional order for 10 million Snapdragon processors. In the future, additional orders will be added in real time based on the sales situation."
Don't blame Gu Mingzhang for being conservative.
In fact, before its official release, no one expected that Maili x1 would be so popular.
Haotong chips are very expensive. The purchase cost alone is as high as 20 US dollars, and 10 million pieces is 200 million US dollars. Before receiving the advance payment, Maili Group did not have so much funds to prepare goods.
Chips account for a large part of the hardware cost of smartphones.
Take Maili x1 as an example, the hardware purchase cost is about 1,500 yuan, and the Haotong Snapdragon processor alone accounts for more than one-tenth of the hardware cost.
This does not include the purchase costs of flash memory chips, communication chips, etc.
In addition to direct procurement costs, there is also the pass tax that mobile phone manufacturers hate.
Because Haotong is in the intelligent communication industry, in addition to the chip business QCT, there is also a QTL business that is more profitable than the chip QCT business.
QTL business, simply put, is to charge patent fees from major smartphone manufacturers.
As one of the global communications giants, whether it is cdma, wcdma technology in the 3g era, or lte technology in the 4g era, Haotong has the most core standard technology patents.
This means that if smartphone manufacturers do not adopt the core technology of Haotong, they will not be able to meet the standards to implement 3G and 4G network technology communications.
The charging standard for Haotong's QCT service is determined based on the selling price of the mobile phone. Even if the hardware has nothing to do with Haotong, Haotong still charges a "Haotong tax" of 3%-5%.
For example, Pingguo.
In 2017, Pingguo refused to pay the Haotong patent fee. For this reason, the two giants fought each other in more than 50 lawsuits around the world in two years.
Finally, in the 5G era, there was no 5G network technology baseband available, so we finally bowed our heads to Haotong and paid a one-time payment of US$4.7 billion to seek reconciliation with Haotong.
And this is not exclusive to Haotong.
For example, Huawei, which enjoys many core patented technologies in 5G technology, also enjoys similar rights.
It can be seen that the way of heaven is reincarnation.
"Beware of Haotong being interfered by off-site factors." Zhang Shuo was still uneasy and said to Gu Mingzhang: "You'd better take the time to visit the Haotong headquarters. Jiaoyang Holdings North America will also provide assistance."
"good!"
As an executive who has worked at Nokia, Gu Mingzhang also knows the ropes very well.
If you are in a hurry, you will use any means.
Fortunately, the threat posed by Mai Li x1 to Pingguo is not imminent, and the relationship between Pingguo and Haotong is also very normal, even tense, and there is still room for mediation.
"I'll take a trip to Beautiful Country to try to smooth things over there." Lu Kai responded.
It is also time to show the value of the overseas business department.
"By the way, Mr. Zhang, you just said that you need to strengthen the management of the mobile phone supply chain, and that's exactly what I meant. We are planning to promote Xu Maocai, general manager of Maili Electronics, to the vice president in charge of production of Maili Group. What do you think?"
"Can."
Zhang Shuo nodded in agreement, "Has anyone been chosen as the new person in charge of Maili Electronics?"
"The human resources department has been in contact with a vice president of production in Fujikeng before. Once you make a decision, the other person will be here soon." Gu Mingzhang was also unambiguous.
"You move quickly enough."
Zhang Shuo naturally has no psychological burden from poaching people from Fuji Pit.
"But one thing I want to emphasize is that although Fujikeng's model is considered successful in the industry, when it comes to Maili Electronics, we still need to adjust our management concepts in a timely manner, especially at the Jiangcheng factory. We must not copy it and create Fujikeng's flow.
The homework set."
"Don't worry, I will keep an eye on it myself."
How could Gu Mingzhang dare to neglect the group's long-term strategy of industrial transfer?!
"Ahem, I also have some news to report."
Seeing that Gu Mingzhang's report had come to an end, Lu Kai interrupted at the right time and said with a smile: "Early this morning, after the US stock market opened, Pingguo's stock price fell by 0.8%, and Samsung Electronics' stock price plunged by 1.5%."
The capital market is indeed the most sensitive. If there is any disturbance, it will be reflected in the stock price.
Of course.
Zhang Shuo believes that the current stock price fluctuation is just a stress reaction of the market and will rise soon.
After all, the strength of both companies lies here.
"This is not good news. The temporary stock price fluctuation will not pose any threat to Pingguo and Sanxing. On the contrary, it will make them pay more attention to us."
"In order to confuse competitors, I suggest that when marketing, we should release some smoke bombs at the right time, saying that Maili Group will focus on China's local market and is not in a hurry to explore overseas markets, especially European and American markets."
It was rare for Zhang Shuo to give in.
There is nothing you can do if you don't give in. The operating system and core chips of Maili x1 still rely on the beautiful country.
The road is long and difficult.
"Okay, leave this to me." Gu Mingzhang said.
In fact, it is indeed not a great opportunity for MaiLi to expand overseas markets right now. At least it will have to wait until MaiLi x2 appears and have the reputation foundation of the previous game to expand overseas markets.
Can't rush it.
………
After discussing the issue of Mai Li x1, the morning meeting continued.
First, Lu Kai, who is in charge of investment business, reported on the recent progress of AutoNet’s listing, “Mr. Zhang, AutoNet has submitted a stock listing application to the Hong Kong Securities Regulatory Authority and submitted relevant documents.”
In the end, Auto.com chose to list its shares in Xiangjiang instead of Shanghai City or Binhai City.
As for the reason, everyone knows it.
"After the relevant documents are approved, the listing of Auto.com will enter the fast lane." With the support of Pirates of Saint Group and listing in Xiangjiang, Auto.com's road to listing can be said to be smooth, and basically there will be no major problems.
question.
"very good."
After obtaining 900 million yuan from AutoNet through equity transfer, Zhang Shuo actually paid little attention to when AutoNet would go public. After all, the size of AutoNet was there, and its future contribution to the profits of Sprout Group would be huge.
limited.
"When the time is right in the future, we can consider selling out our shares in AutoNet."
After the great success of Maili
It's just a matter of choosing when to take action to maximize your profits.
"That should fetch a good price." Lu Kai laughed.
After completing the mobile transformation and successfully going public, Auto.net should be considered unique in the field of Chinese automotive forums, and its future growth potential is absolutely attractive.
Some investment institutions are willing to take over.
Lu Qi, the newly appointed rotating president, focused on reporting on matters related to the Internet business.
"This week, Jade Bird Interactive Entertainment will launch two new games - "Fantasy Garden" and "Miracle for All." In addition, Jade Bird has negotiated the overseas agency fee for the "Dyson Sphere Project" with V Agency, priced at US$100 million."
In October last year, Jade Bird Interactive Entertainment spent US$250 million to buy Dota 2 from Valve.
A blink of an eye.
I earned another $100 million from V Club, which was a bit of a relief.
"100 million U.S. dollars, is it so high?" Zhang Shuo was slightly surprised.
The original time and space "Dyson Sphere Project" was designated as not worth the price. After all, this time it was sold at a good price because of the blessing of Jade Bird Interactive Entertainment's golden signature and the good cooperative relationship with V Agency.
the most important is.
The Lingjing platform developed by Jade Bird Interactive Entertainment has been a great success in China, which makes V Club very nervous, fearing that Jade Bird Interactive Entertainment will promote the Lingjing Platform to overseas markets and compete head-on with Steam.
In order to "eliminate" competitors in advance, it is natural to offer high prices.
It's a bit like buying money for traveling.
This is why Jade Bird Interactive Entertainment can enjoy such special treatment. Every major domestic game company counts. Even if it were replaced by Tenda Games, V Agency would probably ignore it.
To be continued...