Even if Wanli has developed so far, Shen Feng has full respect for any entrepreneur in the hard industrial supply chain!

Thinking back to the Zhongguancun Yingu Building ten years ago, more than a dozen people drank a bowl of rice porridge and resolutely embarked on the road of entrepreneurship.

Rebus did not have any experience in hardware R&D and manufacturing at that time, and hoped to use Internet thinking to change the mobile phone manufacturing industry and make the Huaxia brand rise in the world.

Ten years later, the dream became a reality, and rice became a business card made in Huaxia, and the top six or four mobile phones in the world were Huaxia companies.

Especially in India, the world's third-largest smartphone market, players from all over the world have long been in a pot of porridge. However, three years after entering the rice market, it has actually become the highest sales?

The market share is as high as 23.5%!

How many people remember that sentence of ecstasy:

AreyouOK?

Shen Feng tapped his fingers on the table, India, a country of 1.3 billion people, has become a holy place for Chinese enterprises and capital to go overseas.

Over the past five years, Indian start-ups have raised more than $40 billion in funding, more than 40% of which came from SoftBank and domestic giants, including Alibaba, Tencent, and Shunwei Capital.

Seeds are planted deeply.

Especially Mi's success, if it weren't for the original No. 1 employee Manu Kumar, Rebus would have been squeezed by Huawei by now.

There is rice in the front, and Zhang Yiming in the back, going to sea is already a key way for domestic giants to seek breakthroughs, can they avoid adapting to the water and soil?

Maximizing the benefits of local Rao?

The most efficient pain point to cut into the local market?

That's the key.

"In the past running events, I have seen Lei Jun in economy class more than once. ”

Li Nanjun recalled: "Often alone, carrying a backpack, without an assistant, quietly standing with others in the crowded shuttle bus, known as IT model workers. ”

Shen Feng smiled, he once interviewed Rebus on CCTV, there were no weekends and holidays, every sixteen hours of work, only three minutes to eat lunch, every dozen meetings, and there was no time to go to the toilet

This madman except for him,

There is only Shen Nanpeng who flies seven and eight countries!

Compared with the old horse's rhetoric,

The understated shrewdness of the horse,

Zhang Yiming's efficiency and pragmatism,

From Jinshan to rice, Lei Jun has always run through the concept of frugality and cost-effectiveness in himself, employees, companies and investment philosophy.

Even in the testimonial he wrote on his 50th birthday last year, he emphasized the importance of low gross profits, and the brand premium did not exist in his place.

rice and apples,

Proper two extremes!

Rebus's slamming has become a classic meme in the circle. Li Nanjun was unwilling to give up this topic, and joked: "Once he had a meeting with the management team of the subsidiary, and the executives took it for granted that they would definitely go to the surrounding restaurants for dinner, but Lei Jun took out his mobile phone: I ordered takeout, let's order what you want to eat together." ”

"As a result, the executives took the mobile phone and looked at it, and it was all a variety of lunch boxes of more than ten yuan!"

Shen Feng didn't laugh, the low gross profit that he used to be proud of has gradually turned into a double-edged sword in recent years, making Mi stuck in a quagmire and unable to extricate himself.

Especially after the online sales channels that Mi is good at are gradually saturated and the online cost is getting higher and higher, it is forced to put forward a new retail concept and expand offline.

However, offline channels involve layers of interests after all, and rice, which is known for its low gross profit margin, is difficult to meet the profit margins required by agents.

OPPO and vivo can give retailers a profit margin of 15% for the price of each mobile phone, and the minimum will be higher than 10%.

And the profit margin of rice is less than 5%!

Is there less and less stores now?

This year it is even rumored that even the provincial agent has been removed?

Many years ago, the experience of Jinshan employees has crossed over to the current rice employees, and the company's treatment is lower than the industry average, which not only lowers the enthusiasm of work, but also increases the difficulty of recruiting outside.

The competition in the mobile phone industry has entered a white heat, and the gameplay is changing with each passing day. A few years ago, Internet mobile phones dominated by Mi and Meizu were industry stars.

Today, Huawei, which has advantages in upstream R&D and suppliers, and OV, which is good at channel sales in the downstream, are becoming the mainstream of the industry, demonstrating their respective advantages.

This situation made Shen Feng want to recite a poem:

What you've been good at in the past,

The future will be an obstacle to your growth!

"Boss, do we have any intention of laying out mobile phones in the future?" Li Nanjun said tentatively: "If there is, wouldn't it be ...... in advance?"

Shen Feng waved his hand and said, "Don't use it for the time being, wait until the time is ripe." ”

"The supply chain is not so fun, Rebus has been mixed for so many years, and the rice is not a assembly machine?"

"The reason why Keer let Keer test the water is to help Wanli get to the bottom and take 10,000 steps back, if we really want to make a mobile phone, we must also take the high-end boutique route. ”

Shen Feng analyzed Li Nanjun: "Use traffic and money to invest in underestimated potential stocks, form your own industrial chain, cut in from market segments, solve the specific pain points of the crowd, and then continue to cultivate." ”

"We can't take the dead end of low rice prices, especially in the face of young post-zero people who pursue fashion, price has long been not the first measurement factor. ”

"Even if you take the highest gambling route, isn't there still a luxury time to cover?"

Li Nanjun gave a thumbs up, it's really awesome!

Luxury time locks the local tyrant limited edition,

Hipsters focus on the customized version of young and fashionable people,

Millions of winners go rational audience performance version,

high, medium and low,

land, sea and air,

Full coverage blow!

Sending Li Nanjun away, Shen Feng fell into contemplation, the field of mobile phones, and even the field of automobiles, are Wanli's plans for the next five years, and that is the sea of stars.

It's not how high the profit margin is,

It's that the supply chain is too complex.

But any company that can play,

It's all giants.

Don't look at Huawei's awesomeness, as long as Qualcomm gets stuck in the neck, it will immediately reduce production.

Not to mention rice, there is no core technology moat, any supply chain picks, and directly stops!

After ten years of savage growth, consumers have been brainwashed by all kinds of covers, and now they are all veteran players, and anyone can come out with one, two, or three.

Not two hours after the end of a new press conference, various evaluation masters can pull out the manufacturer's pants clean!

In the past, I used to flicker with just one mouth,

Now it's dead through!

Last year, Huawei CEO Yu Chengdong even predicted that in the next five years, the vast majority of domestic mobile phone manufacturers will die, and only four or five will be left at most.

A few years ago, players from all walks of life who spoke loudly, LeTV, Gionee, and Coolpad have long been out, and Meitu has thrown itself into the arms of Mi......

360 slowed down its mobile phone business in favor of developing watches for the elderly.

The hammer has been forced for two years, and the result?

Who's going to die next?

Meizu?