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"How much appetite do you think Unicom will have?" On the way to see Yang Rongping, Zhang Ke sat in the car and asked Zhang Yaping. Pen | fun | pavilion www. ｂｉｑｕｇｅ。 ｉｎｆｏ

"At the beginning of the year, China Unicom made an expansion plan to develop 10 million new users this year, which is really amazing," Zhang Yaping said, "I think China Unicom has taken back so much money from overseas this time, and their high-level minds are probably heating up again......

"It's a real headache, they don't lack money anymore, they lack some patience. If you have the patience for half a year to put more effort on the foundation, the situation of China Unicom will be greatly improved, and it is not appropriate to be too strong at this time. Zhang Ke scratched his head and said with a frown.

"Unicom must tease the nerves of the mobile company, which is also something that others can't convince," Zhang Yaping said, "Maybe the top management of Unicom knows that it is a bad move, but Unicom is still buried in the basic work, and it is not easy to explain in all aspects if it does not come up with some beautiful data on the increase in new users...... To understand their difficulties, they don't just have to explain what they want to do for the future of Unicom. ”

"Hmm......" Zhang Ke nodded, knowing that Zhang Yaping was not satisfied with the duopoly market structure of China's telecom industry, and he didn't have any complaints. However, this situation is not necessarily beneficial to Kumho.

Last year, the new domestic mobile communication users were only 14 million, and it is expected that the new users will exceed 25 million this year. I know that the number of new users developed by Unicom last year was only 2.6 million.

At the beginning of the year, Unicom accepted Zhang Ke's suggestion and decided to suspend the implementation of the radical expansion plan it had previously formulated, but it did not completely give up or come up with a revised draft. From January to July this year, China Unicom developed 3 million new users; If China Unicom still aims for 10 million new users, it means that China Unicom will have another 7 million new users in the remaining five months of this year.

Thinking of this, Zhang Ke frowned slightly, and said: "Unicom really wants to do this, China Mobile will not sit still, I think China Mobile has five months left in the new user growth plan is between 700 and 8 million, how can China Mobile allow Unicom to level the new user growth data in such a short period of time...... Medium moves will definitely fight back, and most likely it will shift the pressure to us. ”

Zhang Yaping knew exactly what kind of pressure would be transferred to Kumho's head.

Kumho and Unicom have a private agreement that will not see the light of day, and within two years, the ESS baseband chipset will actually only be provided to China Unicom for customized mobile phone business, so as to help China Unicom obtain a cost advantage that China Mobile cannot compare with in the customized mobile phone business. If China Mobile wants to replicate the model of China Unicom, it also needs to cooperate with Kumho.

Even if there are some achievements, it cannot threaten the position of China Mobile in the communications market, and Kumho can also use the lack of production capacity as an excuse to refuse to cooperate with China Mobile.

However, if China Unicom wants to comprehensively start a war with China Mobile for new users, the situation will be different; Kumho can't use such an excuse to move in a perfunctory way - it's a headache to think about.

"I think we still need to continue to limit the pace of Unicom, ESS baseband chipset, we will only supply another three million sets this year, Unicom wants to develop customized mobile phone business, and we can't keep our eyes on low-end mobile ......phones," Zhang Yaping said, "The group can reduce profits and directly provide a part of the high-end mobile phones to Unicom, and if China Mobile is in need, it can also reduce profits to provide a part of the high-end mobile phones to China Mobile." However, I think that if China Mobile wants to develop a mid-to-high-end customized mobile phone business, it may not cooperate with us. ”

"I think we have to tighten the supply of ESS baseband chipsets, and the monthly supply of 500,000 sets is enough, and Kewang Hi-Tech and Unicredit each have 250,000 sets...... You are the president of the components department, and you can directly have a showdown with Yang Rong today. Zhang Ke said.

If Unicom really wants to develop 7 million new users in the remaining five months of this year, and the customized mobile phone business will have to undertake at least 800,000 to 1 million subscriber growth plans per month, Kumho only promises to open up the supply of 500,000 sets, and Unicom will have a gap of 300,000 to 500,000 per month to fill; Even so, compared to the average monthly supply of 150,000 units in the first seven months of this year, the increase is already considerable.

Zhang Ke did not make a special trip to Beijing for this matter, but took a car to Yang Rongping's office at Unicom's headquarters to sit for a while, and then said goodbye and left, and Zhang Yaping was in charge of the specific meeting.

On the way back to the villa, Zhang Ke called Chen Jing to provide China Unicom with customized mobile phone business.

"You have to tighten it, and China Mobile can't question it. If you were someone else, you would like to make all the money at once......" Chen Jing said with a smile on the other end of the phone, and asked Zhang Ke when he would return to Jianye, "I heard that Chen Feirong's little goblin will be with you all year round in the future?" ”

Zhang Ke glanced at Chen Feirong, put the mobile phone earpiece closer to her ear, lest Chen Jing's voice listen to her, and pretended to discuss business topics with Chen Jing on the phone: "Before technology, production and marketing are not fully prepared in many aspects, excessive expansion is not a good thing, money is not endless, you have to think about the long flow...... "I talked about some Jinshan factory things, and hung up the phone." I talked to Xiao Ruimin of Unicredit on the phone, and I only told him on the phone that although the ESS baseband chipset can be successfully upgraded to the second-generation enhanced type, the production capacity is still limited and cannot be supplied openly. In addition to Kewang Hi-Tech and Unicredit, it is also necessary to supply a certain amount of ESS baseband chipsets to Kewang.

Zhang Ke and Chen Xinsheng, Su Jindong, Ding Zhen, Zhang Yaping and others set this year's mobile phone sales target, the domestic target is set at 8 million units, and now the first six months have completed the sales of 4 million units, even if there is no special marketing plan, according to the natural increase in the range, this year's completion of 10 million units of sales will not be too difficult. It is expected that the total annual sales of the domestic mobile phone market will reach 50 million units, making it the fourth largest mobile phone market after the United States, Europe and Japan, and Kumho's market share in the domestic market will reach 20%. Other domestic mobile phone manufacturers will be represented by Unicredit and Kewang Hi-Tech, both of which will exceed three million mobile phone sales this year, and the total sales of the other twelve domestic mobile phone manufacturers will also exceed four million units, which also means that the localization rate of the domestic mobile phone market will exceed 40% this year.

The localization rate of 40% is only a difficult data to accept for foreign mobile phone manufacturers such as Motorola, Nokia, Philips, Samsung, Sony, and Ericsson.

I'm afraid that when China Mobile's GPRS network upgrade is completed, the war will start completely, right? After all, mobile phones can have more colorful applications on the GPRS communication network, and at this time, they can fully exert the strength of overseas mobile phone manufacturers in design and technology.

China Mobile has now upgraded the GPRS communication network in a number of central cities and opened some services on a trial basis, and it is not long before the full opening of the GPRS network, and overseas manufacturers such as Nokia, Motorola and Samsung are also grinding their fists, and have launched high-end mobile phones using the GPRS network in advance, waiting for the network to be fully upgraded to show their strength.

Zhang Ke can almost imagine the cruelty of the war in the sea, in his memory, the localization rate of mobile phones was once close to 56%, but under the tactics of overseas mobile phone manufacturers, almost caused the loss of the whole industry of domestic mobile phone manufacturers, and reduced the localization rate to less than 30%. Even the localization rate of 30% is moisture, because many domestic mobile phone manufacturers at that time did not have production capacity at all, and only did OEM business for foreign mobile phones after obtaining mobile phone licenses. Most of the parts of the mobile phone are shipped from Japan and South Korea, two containers, one container for the fuselage, one container for the telephone antenna, installed immediately on the counter, so that the production of mobile phones is also called domestic mobile phones.

Even if the localization rate reaches 40% this year, the localization rate of core components is still quite low, mainly because of the baseband chipset, and the ESS customized mobile phone provided to Unicom can be called a real domestic mobile phone.

The domestic mobile phone market almost classifies mobile phones below 2,500 yuan as low-end mobile phones, and the sales price of ESS mobile phones in Lianxin and Kewang Hi-Tech ranges from 1,200 yuan to 1,500 yuan, and the price of customized mobile phones supplied to Unicom ranges from 1,000 yuan to 1,200 yuan, which can be said to be the absolute low-end mobile phone in the current domestic mobile phone market.

If calculated in terms of the number of sales, ESS mobile phones will account for about 8% of the domestic mobile phone market this year, which is already quite a good result. However, to plan sales, ESS mobile phone sales account for less than 3% of the total sales of the domestic mobile phone market this year, which is somewhat insignificant.

In addition to Unicredit and Kewang Hi-Tech, Kumho also provided ESS baseband chipsets to Kewang for the production of mobile phones sold overseas. Kewang has done some pioneering work in recent months, and after all, the mobile phones produced based on the ESS baseband chipset can be completely localized, with low manufacturing costs and high quality, which is naturally very popular in countries and regions where the market potential is slightly worse than China's. As of mid-July, Kewang has exported nearly 200,000 mobile phones, and the results are even far better than those domestic mobile phone manufacturers with medium performance.

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