For the Chinese automotive industry, February 2010 is the off-season.

After all, the Spring Festival is in this month, and all OEMs are on holiday, and 4S stores are also on holiday.

And a few days before the Spring Festival, most people can't buy a car and can't catch up with the car to go home for the New Year, so the sales volume is not so exaggerated.

After the Chinese New Year, although the market quickly recovered.

Especially driven by the Jaguar F-TYPE, the topic of domestic sports cars has become popular.

It has even raised many people's attention to cars to a higher level.

While the automotive industry doesn't have a lot of stories this month, it's a different story for the mobile phone industry.

In this era, most people buy mobile phones in digital shopping malls or mobile phone stores.

Except for the end of work a few hours early on the day of the Chinese New Year, these malls are basically open throughout the Spring Festival.

Even during the Spring Festival, it is the peak time for everyone to visit the mall.

Therefore, although the time in February is shorter than other months, the sales of mobile phones are more than in other months.

"Mr. Cao, the monthly sales of our HONOR 3G exceeded 500,000 units for the first time."

"This month, BYD's OEM production capacity has also begun to rise, and it will be delivered in full production next month, and the sales volume is expected to exceed 800,000 units, and then it can begin to impact the monthly sales target of 1 million units."

Xia Qingqing is in a very good mood now.

Just a few days ago, Cao Yang has officially appointed her as the general manager of Honor Mobile, fully responsible for the mobile phone business of Nanshan Group.

Deputy General Manager Zhang Jing's main focus is on Nanshan Semiconductor, and basically everything is decided by Xia Qingqing.

This made her full of energy, and she didn't even go home for the New Year.

And her efforts were not in vain, and the sales of Honor mobile phones in February can be said to have been all the way up.

Otherwise, she would not have the confidence to tell Cao Yang that she could challenge the high goal of monthly sales of one million in the future.

YOU KNOW, HONOR 3G IS A HIGH-END MACHINE THAT STARTS AT 3999 YUAN, AND THERE ARE NO DISCOUNTS ON THE MARKET.

In this case, if one million units can be sold, that is at least 3.999 billion yuan of turnover.

The entire mobile phone industry, that is, a few giants such as Nokia, can achieve this data in terms of monthly turnover.

"Got it up so quickly?"

"Do those Nokia manufacturers have any special means to target us?"

Although Nokia's mobile phone business is about to collapse, it is still a well-deserved giant.

If you snipe the Honor phone in an all-round way, it will still bring a lot of pressure.

After all, many consumers still have a relatively high recognition of the Nokia brand.

Especially some elderly people think that Nokia's mobile phone is the best mobile phone.

This kind of concept cannot be reversed in a day or two.

"There is no special movement yet, and Nokia's scale is so large, it will take some time to react."

"And compared with our monthly sales of 500,000 and their monthly sales of tens of millions, the gap is still quite large."

"But I guess in a few months, Nokia should have some moves."

Xia Qingqing doesn't expect Nokia to ignore Honor phones all the time.

In 2009, the global sales of smartphones were 174.2 million units, a year-on-year increase of 15.1%.

Among them, Nokia maintained the world's first position with 67.7 million units shipped and a market share of 38.9%.

Of course, this is Nokia's smartphone sales worldwide, and if feature phones are included, it will go directly to more than 400 million.

However, when it comes to Huaxia specifically, Nokia's smartphone sales are only about 1 million per month.

Once the smartphone sales of Honor phones surpass Nokia, the other party will act even if it is sluggish.

Xia Qingqing is also relatively sure of this.

After all, the monthly sales of one million are definitely a milestone.

That means that sales can exceed 10 million units a year.

Translated into sales, that is more than 40 billion yuan.

No matter which country it is placed in, this turnover is not low.

"Pay attention to the movements of our peers, after we started to increase the quantity in February, the quantitative change will definitely cause a qualitative change, and it will cause many situations that we have not encountered before."

"At the same time, in terms of capacity construction, we can be a little bolder."

"In the first half of this year, it is not enough to have a monthly output of 1 million units, and in the second half of the year, after our second-generation smartphones are launched, the monthly production capacity will be more than 2 million units, and even the capacity of 4 million per month will be formed in the year after next."

As soon as Cao Yang said this, Xia Qingqing couldn't help but swallow her saliva when she heard it.

The monthly production capacity is 4 million, which is almost 50 million units a year.

That influence is definitely not comparable now.

Can Honor phones really achieve that scale?

Or can it really be done to this extent in 2012?

Xia Qingqing herself is a little lacking in confidence.

"Mr. Cao, our mobile phone production lines are highly automated production lines, and the investment is relatively large."

"If we want to form a monthly production capacity of 4 million, we need more than 50 production lines, and BYD may not dare to listen to our requirements to invest, right?"

Xia Qingqing has been busy with Honor mobile phones during this time, and has also been to BYD's foundry many times.

I also have a good understanding of the situation of the mobile phone production line.

However, the more she learned, the more pressure she felt.

More than 50 mobile phone automated production lines, what scale does it have to be?

Wouldn't it be too much of an exaggeration?

If the production line has too much surplus capacity, the amortized production cost will actually rise significantly.

Although the Honor mobile phone takes the high-end route, the ability to withstand the cost increase is relatively strong, but it is not a waste like this.

After all, when your planned production capacity and actual sales volume are very different, the problem is not only your own idle capacity, but also the idle capacity of other parts manufacturers in the supply chain, and even a business crisis.

The ripple effects are huge.

"Mr. Xia, the development speed of smartphones will exceed all of our expectations."

"Anyone who has used a smartphone will never go back to a traditional feature phone."

"The impact these people have on the people around them is also changing exponentially."

"At that time, maybe more than 4 million units a month will be sold."

Cao Yang couldn't say too much to Xia Qingqing, so he could only explain it briefly.

Otherwise, he can't say that Nokia will not be able to do it in a few years, and smartphones will completely replace traditional feature phones?

These words, others can say, Cao Yang feels that it is better to say less.

Just do it!

"I am naturally very confident in the prospects of smart phones, but BYD has to make such a big determination to invest, unless we can pay for the production line investment first or convince their president."

"After all, their annual profit is more than ten or twenty billion, and they just invested in a wafer factory with us this year, and they have already borrowed a lot of money from the bank together."

"The construction of so many mobile phone production lines, the investment has also gone to more than one billion."

"I'm afraid they don't have the strength."

Xia Qingqing said a little worriedly.

No matter which supplier it is, it is not a trivial matter to advance more than one billion yuan to customers.

This is a billion in 2010, not 2023.

"This is also simple, I will go to Shencheng with you, have a good chat with Mr. Wang, and visit the production line by the way."

It's not that Cao Yang can't afford to pay for the investment in the production line in advance.

Not to mention a billion, it's no problem to add zeros.

But this time he didn't want to take it!

Honor Mobile handed over all the OEM business to BYD, which can be regarded as an in-depth cooperation between the two sides.

He wanted to see the determination and sincerity of BYD's side.

There is an interesting phenomenon when chasing girls, regardless of whether the girl is beautiful or not, and what the conditions are.

If she had given a lot for the boy, then there was a high probability that she would not have been the one who mentioned the breakup first.

Even if the boy doesn't behave very well and the girl is very dissatisfied, she won't easily propose to break up.

Because for her, she has paid so much, and the cost of silence is too high if she breaks up like this.

On the contrary, those men are like licking dogs, they are good to girls in everything, they take care of others, and they are all touched, as if they are her prince charming.

In this case, unless the man is particularly good, handsome and rich, there is a high probability that the girl will easily kick you after encountering a better choice.

It's not a fair thing to do, but a lot of things in this world, that's it.

The relationship between Honor mobile phones and BYD, although it cannot be completely compared with this relationship, but the meaning is similar.

If BYD is willing to bear the investment pressure to meet the production capacity demand of Honor mobile phones, then it will naturally continue to maintain this cooperation in the future.

But if the other party hesitates and can only do part of it, then Honor Mobile will continue to find a foundry to spread the risk, and BYD should have nothing to say.

In the future, when the Honor mobile phone is very popular, it will be impossible for BYD to eat alone again.

Others may not have that much confidence in Honor mobile phones, but can Cao Yang still have it?

Now it's just one product, and there's more to come!

As he said, taking advantage of the fact that he was relatively not so busy during this time, Cao Yang took Xia Qingqing, Mi Ying and others, and after making an appointment with BYD, he directly killed him.

"Mr. Cao, congratulations, Nanshan Group will have another fist product in the future."

THE MONTHLY SALES OF THE HONOR 3G, WHICH COSTS SEVERAL THOUSAND YUAN, HAVE REACHED 500,000 UNITS, AND THEY ARE STILL IMPROVING.

This business is not a small business for any company.

So when Wang Fu heard that Cao Yang was coming to visit the OEM production line of Honor mobile phones, he naturally congratulated him as soon as they met.

The foundry business is one of the key businesses that BYD has developed in recent years, and has made a lot of contributions to their financial reports.

Wang Fu naturally hopes that the Honor mobile phone can become bigger and stronger, so that BYD can also drink soup.

"I hope that our common mobile phone business will get better and better in the future, and become the largest independent brand mobile phone company in China."

As soon as Cao Yang came up, he put a satellite.

The target of Honor Mobile is the largest self-owned brand mobile phone company in China, and even the largest mobile phone company in China.

What is this concept?

Nokia, the industry leader, sold more than 400 million mobile phones worldwide last year, and more than 100 million in China.

And Honor mobile phones have just exceeded 500,000 units per month.

There is still a distance of 108,000 miles away from people's annual production and sales of 100 million units.

"I'm using HONOR 3G now, and I'm really not used to using other mobile phones after using it."

"I believe that the future development of Honor mobile phones will be faster and faster."

Wang Fu took out a mobile phone from his pocket and shook it, indicating that he was really using an Honor mobile phone.

He did a similar action when Nokia's people came to investigate.

However, what he is saying now is also true.

AFTER USING THE HONOR 3G, HE DOESN'T WANT TO USE THE PREVIOUS NOKIA.

Even Nokia's mobile phone OEM business is BYD's most important OEM business now.

"Most of the equipment in the current mobile phone production line is purchased from outside or is it developed by BYD itself?"

After the two exchanged pleasantries for a while, under the leadership of the person in charge of the factory, they walked into the workshop and visited the visiting passage.

Although the mobile phone production line does not have ultra-high requirements like the chip production line, the requirements for cleanliness and other aspects are not low.

The entire production workshop appears to be in good order.

Although the degree of automation of the equipment has been improved as much as possible, there are still many people on the production line.

After all, some processes are handled by people, and they still need to be more flexible and convenient.

So as far as the eye can see, you can see the figure of many female workers.

It is estimated that the male employees who work here do not have to worry about finding their wives.

"Most of them are researched and developed by BYD ourselves, and some of them are purchased from outside."

BYD now regards the mobile phone OEM business as the main OEM business, and naturally it also wants to make some efforts in processing equipment.

Otherwise, it is difficult to form a competitive advantage with other OEMs.

After all, if everyone competes for labor costs, BYD has no advantage.

"Nanshan equipment is now also developing a variety of equipment, if some equipment still needs to be imported, you can find Nanshan equipment to communicate with you to see if it can be domestic."

"I hope that all the production line equipment of the mobile phone factory can be purchased in China."

Cao Yang is not simply pulling business for Nanshan equipment.

Rather, it takes into account some potential problems that Honor mobile phones will face after their development and growth in the future.

He doesn't want the Honor mobile phone to be produced one day because the foundry equipment uses equipment imported from the United States.

That's the pit.

This kind of thing can be difficult to understand now.

But in a few years, anything strange can happen.

"No problem, you guys remember this matter, and tomorrow we will arrange to go to Nanshan equipment, and everyone will communicate."

Wang Fu admonished the subordinates next to him, and then continued to accompany Cao Yang to visit.

"Mr. Wang, how long does the construction period of your new production line take?"

Cao Yang slowly shifted the topic to the point he wanted to focus on.

For example, this kind of production line investment has a cycle.

There are short months, long one or two years, or even two or three years.

Therefore, if you want to talk about expansion, you must first determine the investment cycle of the production line.

"If only a part of the production line is added, we can add equipment in our existing plant, which can be completed in half a year at the earliest, and if the time for individual bottleneck equipment is too late, it may take about 9 months, and it will not exceed 1 year at most."

"But if it comes to the construction of a new plant, then the cycle will be longer, a year is basically required, or even a year and a half."

Wang Fu replied without any hesitation.

Obviously, he'd had encountered similar problems many times before.

For him, this is not a problem.

"WE WILL LAUNCH THE NEXT GENERATION OF HONOR 3G IN THE MIDDLE OF THE YEAR, AND NEW TABLET PRODUCTS WILL BE LAUNCHED AT THE SAME TIME."

"At that time, the demand for production capacity will definitely be higher, does BYD have this consideration now?"

As soon as Cao Yang asked, Wang Fu probably knew where the other party's focus was.

After all, everyone is smart.

Wang Fu himself is also a technical background, and he is also very familiar with the situation of the factory, so he naturally knows the significance of production capacity to products.

"For this year's replacement products, we have built a production line in accordance with the previous plan given by Honor mobile phones, and the production line can be completed in June."

"After the completion of construction, our mobile phone production capacity can go to more than 1.2 million units per month, and the tablet production capacity can reach more than 300,000 units per month."

The cooperation between Nanshan Group and BYD is getting closer and closer, and Wang Fu is also more concerned about related cooperation projects.

Therefore, he is familiar with some of the main time nodes and information.

"If we need to reach a monthly production capacity of 2 million mobile phones and 500,000 tablets from January next year, do you have any problems?"

After Cao Yang finished speaking, he looked at Wang Fu with burning eyes.

Obviously, the current BYD foundry definitely does not have this kind of capacity.

Meeting this requirement in January next year will mean starting a new production line construction program.

This means adding new investments.

If it was just an additional line, then Wang Fu would definitely agree without any hesitation.

The key is from 1.2 million to 2 million, which is not something that can be done by one line, at least 10 production lines.

In this way, the investment is not small.

The key is that the production process of Honor mobile phones has relatively high requirements for various equipment, and the investment in the same production line is almost double that of Nokia's OEM production line next door.

In this way, the impact is even greater.

However, thinking of Nanshan Group's past achievements, and thinking of Cao Yang's past layout, he has never failed.

Wang Fu was ruthless and replied: "There is no problem, I will organize a meeting of relevant personnel within the company tomorrow to officially launch the investment project for a monthly production capacity of 2 million." ”

When other executives of BYD next to him heard Wang Fu say this, they couldn't help but have some worries in their hearts.

The monthly production capacity of 2 million is not a small amount.

There are only a few mobile phone manufacturers in China that can reach this level of quantity.

As a newcomer in the mobile phone industry, can Honor Mobile really reach this scale so quickly?

Originally, the OEM business is to make a little hard-earned money, so don't lose money on the production line investment at that time.

"Thank you Mr. Wang for your trust in our Honor mobile phone, I believe that the products of Honor mobile phone will not live up to your trust."

In the first assessment, BYD successfully passed.

This did not surprise Cao Yang.

AFTER ALL, EVERYONE KNOWS THE HOT SALES SCENE OF HONOR 3G NOW.

BYD, as the main foundry, naturally arranged for someone to do the investigation.

"Mr. Cao, the development of smart phones is very fast, and I heard that Warwick is also promoting the smart phone project."

"Giants like Nokia and Samsung also have smartphone products."

"If everyone finds that smartphones after using the Android system are very popular in the market, it is estimated that related products will be launched quickly."

"At that time, the competitive pressure on Honor mobile phones may be much greater than now."

Wang Fu felt that it was also necessary for him to remind Cao Yang to pay attention to the movements of his competitors.

Don't be too competitive in the market at that time, affecting the sales of Honor mobile phones.

Then BYD must also be unlucky.

"Nokia's smartphone sales were still the first last year, and that is because the sales of Android smartphones are growing rapidly, and they will not be easily transformed."

"The more such giants they are, the more stubborn they tend to be, and they will not easily accept new things."

"Mr. Wang, I heard that you are Nokia's largest foundry, and if Nokia's sales change significantly, it should still have a big impact on you."

"I suggest that you properly balance all aspects of your business, wait and see how Nokia develops, and try not to add new production lines."

Cao Yang was not afraid that Wang Fu would misunderstand him, so he persuaded him there.

After all, Nokia's mobile phone business was scrapped in a few years, and BYD also suffered heavy losses.

Cao Yang is naturally happy to see Nokia fall, otherwise how would the Honor mobile phone rise?

But he didn't want BYD to be affected too much.

Of course, the words are said, whether Wang Fu can listen to it or not depends on himself.

"Mr. Cao's suggestion, I must consider it carefully!"

Wang Fu would definitely not directly answer anything specific on such an occasion.

After all, strictly speaking, Honor phones and Nokia are competitors.

If Nokia knows that it changes its strategy after listening to Cao Yang's words, it is estimated that the cooperation between the two sides will also be affected in the future.

"In 2012, we hope that BYD can arrange the production line according to the scale of 4 million mobile phones per month, so does it need to rebuild the plant?"

Suddenly, Cao Yang threw out an even more exaggerated number.

This surprised many people from BYD next to him.

4,000,000 per month!

Honor mobile phone really dare to think!

This time, Wang Fu didn't dare to agree directly.

Instead, he asked rhetorically and said: "Mr. Cao, if you want to build a production line with a monthly production capacity of 4 million, it is not simply us to add a new production line." ”

"When the time comes, we need Honor mobile phones to communicate with various component manufacturers, such as panels, screens, and cameras, and everyone must expand production capacity."

"Otherwise, it wouldn't have any special meaning."

Wang Fu knew what he said, and Cao Yang must have understood.

But he has to buy himself some time to think, or he can't be there in the cold, right?

He also knows that his answer today will have a greater impact on the future cooperative relationship between the two sides.

Even a bad one will affect other businesses other than the mobile phone OEM business.

This is certainly not the scene Wang Fu wants to see.

He is also quite optimistic about the future of smartphones.

(End of chapter)