Chapter 378: Easier Said Than Done
Around Apple's most glorious year 2015, a market research company released a report saying that in 2015, Apple accounted for 92 of the operating profits of the world's eight largest smartphone manufacturers, higher than the same period in 2014. This data shows that Apple is able to quote a higher price for its products than its competitors.
According to the report, in addition to Apple's 92% of the world's profits, Samsung's profits account for 15%, and the two together have exceeded 100%, because other manufacturers are in a state of loss or breakeven. This profit is definitely a frightening figure, which is higher than the GDP of many countries in the world.
Although Apple has not yet entered the smartphone industry, combined with the launch time of Apple's mobile phones in later generations, it is estimated that Apple has begun or is preparing to start developing smartphones during this period.
Guanghui Group wants to enter the smartphone industry, and in Jiang Hui's eyes, there is only one and a half opponents. That's one Apple plus half a Samsung.
Needless to say, Apple is the super-hegemon of smartphones in later generations. Apple has made the mobile phone popular for all people into a light luxury. What sells himself to sell apples, buys apples with tuition, saves money and uses a few months of savings to buy apples. Among them, the most famous and famous is the 17-year-old boy who sold his kidney in order to buy apples, and then Apple also had an additional title in the world as kidney fruit. Every time a new product is released, many people ridicule that they are going to sell their kidneys again. Although this incident has been widely reported by the media, there are still incidents of selling kidneys to buy apples.
Jiang Hui thinks there is a reason why Apple can be so crazy.
The first is that the design concept is more unique + there are geniuses to do this. Most companies that claim to be scientifically managed can't do this, they always do a lot of research and go according to the needs of users. Apple has proved one thing, starting with Steve Jobs, that genius design can do a good job, although it may be that "the voice of the masses is sometimes ignored".
The second is that the system is exclusive and the experience is good. Android has thousands of devices to consider, and Apple only needs to think about itself, so the experience is good.
The third is focus. Other manufacturers make a bunch of mobile phones, and he only makes one. Others produce ten models a year, and he only updates them once a year.
The other is to do whatever it takes to make the product good. Microsoft was once shocked by Apple because Apple imported high-quality aluminum from Australia in large quantities and stored it. In order to stabilize the supply of raw materials, Apple can penetrate so far upstream that no other company can do it. Every time Apple releases a new generation of new products, Foxconn's product line has to be greatly renovated or even reinvested, and Apple pays Foxconn to introduce a new production line, this kind of thing, no other company is willing to do. M.Of course, this goes hand in hand with Apple's high profits.
As for Samsung, Jiang Hui is actually not worried about their mobile phones, Jiang Hui is only worried about Samsung's influence on the smartphone supply chain.
From the perspective of the cost of a smartphone, the most important ones are the main chip, display, camera and storage, which account for 50-70% of the cost of raw materials.
In the field of main chips, from the perspective of the entire industry, it is divided into three links: IC design, manufacturing, and packaging and testing. Some companies specialize in IC design, such as Qualcomm, MediaTek, Spreadtrum, Huawei HiSilicon, and Apple, some companies specialize in foundry manufacturing, such as TSMC, UMC, and GLOBALFOUNDRIES, and some companies do all the links, such as Intel and Samsung. You read that right, Samsung does all the links!!
In the field of storage, just a year before Jiang Hui's rebirth, Samsung Electronics' share in the global mobile DRAM memory market reached a record 645, SK hynix's share was 228, ranking second, about 1/3 of Samsung's scale, and the two companies together accounted for 873, Micron ranked third with a share of 106, and Baodao South Asia had a share of 13. It can be said that the storage field is basically monopolized by South Korea's Samsung and SK hynix, and Samsung is the giant of the giants.
Slightly better in the field of displays. South Korea, island countries, treasure islands, and the mainland of the Celestial Empire all have certain giants, which is why Jiang Hui is ready to cooperate with domestic and international manufacturers on the display screen of Guanghui mobile phones. However, it cannot be ignored that Samsung is the leader in the field of displays, and his influence is the greatest.
The mobile phone camera is similar to the chip, and it is also a small industry, including CMOS sensors, modules, optical lenses, voice coil motors and filters, among which CMOS sensors account for 52% of the share. Therefore, the research camera field mainly looks at CMOS sensor manufacturers, and in this regard, Samsung is second only to Sony.
Samsung is an industry giant in the field of core components such as main chips, storage, screens, and cameras, and is a real supply chain powerhouse. In the process of the rise of Guanghui mobile phones in the future, it is inevitable that some of Samsung's accessories will be used, so when competing, it is equivalent to giving some of their key points to Samsung, which is not something that can be made up in a short time, so Jiang Hui listed Samsung as half an opponent.
Of course, the Brilliant phone is not without any advantages. The grasp of the appearance and development direction of future smart phones is the biggest advantage of Guanghui mobile phones.
Now is the time when traditional mobile phones dominate the world, and no one can imagine that five or six years later, it will completely become the world of smartphones. No one can imagine that in the future, the production of large mobile phones can reach hundreds of millions of units per year.
Considering these, Jiang Hui felt that the top priority was to set up the project team of Guanghui Mobile, find a time to go to the United States to acquire Android back, and then carry out further development, so that he can use it on mobile phones, so that the problem of the most critical operating system can be solved.
In addition, there is another component that is not very valuable, but it is also a relatively critical part, and that is the battery. The strength of this Celestial Empire is still relatively strong, and Guanghui Group can strengthen its layout in the battery business and acquire some battery companies back.
After all, if it is like chips and storage-related parts, if Guanghui Mobile wants to acquire other companies or develop it itself from the beginning, it is too difficult, and it can only be slowly figured out. In the early stage, we will cooperate with international mainstream manufacturers, cooperate with some subsequent acquisitions and independent development, and strive to achieve the independence of core components within ten years. This autonomy does not necessarily mean that all parts are made by themselves, but that Guanghui mobile phones must have the ability to make them independently.
These problems seem simple, but it is actually quite difficult to do. Of course, if Guanghui only wants to gnaw a few pieces of meat in the smartphone industry, then with Jiang Hui's prophet, it is a very simple matter, but if Guanghui mobile phone wants to become the leader of smart phones, it is not a little difficult.
It can only be said that the road to money is bright, and the road is tortuous.