Chapter 513 511. Could it be that a fake boss came today?
At the end of 2008 and the beginning of 2009, a sense of despair filled the computer stores in Zhongguancun, the imperial capital: the global economic recession had affected the sales of electronic products. With the reduction in consumer demand for computer purchases, the price war in the market became more intense. increasingly cruel;
The rising rents in Computer City have made dealers even worse - nearly 5% of retail stores in Zhongguancun stores have closed down.
The above mentioned is only the situation of the entire Zhongguancun Electronics Market. Life for notebook dealers is also difficult: because it is an expensive "big" product, consumers are more cautious when purchasing notebooks and often have to travel four or five times. Only dealers can make up their minds to buy, and some even give up the idea of buying or remain in a wait-and-see state.
If you think 2009 will bring any hope, it is a big joke for many laptop dealers: the situation in 2009 will only be worse than 2008, at least in the first quarter.
A rare late spring cold - the dilemma of having no good products to sell:
At the beginning of 2009, there were abnormal shortages and price increases in the notebook market. Especially the best-selling models from Lenovo, HP, Asus, and Acer in the mid-to-low price range below 5,000 yuan were hard to find.
It stands to reason that the price of notebooks should fall during an economic recession. How can there be a price increase?
Analyzing the financial statements of major manufacturers from the end of 2008 to the first quarter of 2009, we can see some clues: HP, Dell, and Acer all experienced a decrease in revenue and profit - HP's net profit fell by 17%, and Dell's sales revenue decreased by 16%. %, Acer's net profit fell by 31%, and Asus's net profit in the first quarter fell by as much as 93.7% year-on-year;
Lenovo suffered an unprecedented loss - as of March 31, 2009, Lenovo's full-year net loss for the 2008/2009 fiscal year was US$226.4 million.
Notebook prices rose slightly after the holiday and are expected to fall back during the Lantern Festival.
The electronic market was deserted at the beginning of the year.
When losses or profits decline, manufacturers are eager to recover their losses and must clear out their inventory: some older products and expensive high-end products become priority targets - so when manufacturers ship goods, the first thing they consider is to move these parts The machine is shipped to dealers;
Or adopt the method of combining a new model with two old models;
However, this is a huge problem for dealers: old models and high-end models are naturally not as easy to sell as new products. As a result, dealers are afraid to take delivery because they are afraid that they will not be able to sell or the manufacturer will cut the price, which creates a problem in the market. Out of stock status. According to the relationship between supply and demand, insufficient supply will inevitably lead to price increases, so the notebook market experienced a strange phenomenon of price increases in the first quarter of 2009.
It goes without saying that there are no good products to sell. The already weak market is even more deserted. It can be said that the notebook market has encountered a rare late spring cold.
In order to survive the financial crisis and ensure the normal operation of Internet companies and prevent these companies from going bankrupt, the government has launched a series of relief measures.
In February and April, two batches of winning bidders for computers going to the countryside (including many laptops) were announced one after another; as a measure to rescue the market, the government provided a high subsidy of 13% for computers going to the countryside - which is equivalent to giving The manufacturer sent a big gift package.
Although this can bring about 10 billion yuan in IT sales, it will have little impact on ordinary dealers: the vast majority of notebook dealers gather in cities, and it is really not feasible for them to carry notebooks to villages to sell them. Too likely.
Even the impact of computers going to the countryside on dealers is negative: farmers who originally planned to go to the city to buy laptops will immediately give up the idea of going to the city when they encounter a very cheap computer sent to the countryside.
Another major event is the emergence of 4G products. Although 4G Internet cards are produced by telecommunications companies such as China Mobile and China Unicom, the issuance of 4G licenses is still a matter for the national competent authorities;
Therefore, from the government's perspective, the launch of 4G can be considered part of the rescue effort.
The current mainstream 4G products are mainly Bomi 4G mobile phones and 4G netbooks produced by Bomi Technology. The launch of 4G netbooks has intensified the cannibalization of the traditional notebook market - many consumers have given up buying notebooks because of this, and buying them looks more " Affordable” 4G netbook.
(A netbook is a lightweight and low-configuration notebook computer, and a notebook is an ordinary computer, called a portable computer; functionally: a netbook is capable of surfing the Internet, sending and receiving email information, etc., and a notebook is used in daily operations and basic business, entertainment, and computing operations; characteristics: a netbook is small, Easy to carry, the notebook body is compact and easier to carry than a PC;)
The objective reason is that notebooks are larger in size and the demand for 4G Internet access is not as great as that of mobile phones and netbooks, so it is difficult to see 4G notebooks on the market.
Although many notebook dealers have changed their strategies and started selling 4G netbooks, the actual effect is a drop in the bucket: First, the netbook itself is not very profitable. The net profit of a 3,000 yuan netbook is less than 100 yuan, so it has to be sold. How many places do you need to go to to be able to pay the rent?
Second, the price of netbooks has dropped too fast. From more than 3,000 yuan at the end of 2008, it dropped to less than 3,000 yuan in the first quarter. In the second quarter, many brand netbooks with 1,999 yuan appeared.
Many dealers said: "The price has dropped by 2,000 yuan in half a year. How can we still do this business?"
The rapid increase in 4G products is of course inseparable from the country's vigorous development of 4G infrastructure, but a large part of this is also due to Bomi.
After the Micron mobile phone launched by Bomi went on sale at the beginning of this year, due to its cheap price, the lowest price was 799 and the high price was 1999. Although there is still a gap between the configuration and Bomi mobile phone, it can already meet people's normal use and For entertainment needs, except for some resource-intensive games that cannot run smoothly, it will not bring any inconvenience to users.
Therefore, after Micron mobile phones were launched, they were quickly sold out. Sales in March, the first month after the new year, reached an unprecedented 5 million units.
The expansion of the mobile phone market and the launch of Micron mobile phones have had a big impact on the notebook computer market.
Hanwu.
Bomi Electronics Manufacturing Factory.
In the conference room, Liu Qiang, the person in charge of Bomi Electronic Products, was making a report.
"Our sales in the first quarter of this year are very good. The total sales volume of Micron mobile phones is 5.8 million units, and the total sales volume of Bomi mobile phones is 6.1 million units. According to the current development trend, by the end of this year, we expect to be able to sell the total number of mobile phones Around 60 million units.”
“There are several reasons for such a numerical estimate.
First, after experiencing the financial crisis and financial winter in 2008, there were some signs of economic recovery in the first half of 2009. People's purchasing power has gradually increased, and it is expected that the number of purchases will be greater in the future.
Second, our products are still scarce globally. Except for Omi, there are no other competing products. In other words, Bomi's mobile phones will still be sold for a long time in the future. very good.
Third, the country's 4G network coverage has increased significantly, causing more people to demand 4G mobile phone products.
Fourth, our biggest bottleneck now is not the market, but productivity. Due to the output constraints of accessory manufacturers, although we have increased the number of partners and orders globally, the output of smartphones is still limited. .
So far, it's probably between 5 million and 7 million units per quarter.
In the future, we will strengthen our partners in this area. Now many small and medium-sized enterprises in China have invested in the production chain of smartphones. I believe that the shortage situation will be improved soon.
Judging from the content of Liu Qiang's report, Bomi's mobile phone market is unbreakable.
This is also normal. After all, the research and development of this thing still requires time and cost. Only Bomi and Apple can follow up the production of smartphones globally.
Due to policy reasons, the Oumi region is currently inaccessible. Many countries have actually cooperated with Bomi, such as India, Southeast Asia, island countries...
Apple mobile phones and Bomi mobile phones are fighting in these areas to seize each other's market.
Judging from the current situation, Bomi's mobile phones are more dominant.
Apple mobile phones mainly occupy the high-end smartphone market. In non-Chinese and Western countries, Apple mobile phones account for 56% of the high-end smartphone market, and Bomi smartphones account for the rest.
It is expected that LG and Samsung will follow this trend in the second half of this year.
Moreover, several companies in China are also engaged in research and development of smartphones. The first one is Huawei, which is currently positioned in the high-end smartphone market.
The second one is XiaoIce, the smartphone company founded by Lei Jun. Although it wants to market in the mid-to-low-end market, it is still tinkering with new operating systems.
In fact, it's a simple truth -
If your mobile phone does not have its own operating system, then you can only use someone else's and pay the patent fees.
However, the cost of this piece is also very high. If you use someone else's, it will be difficult to keep the price of the mobile phone down.
With the two giants Bomi and Apple currently occupying the market, it will be difficult to generate core competitiveness if costs cannot be controlled.
Is it possible that you really want to compete with Bomi and Apple in terms of technological hard power?
Not many companies can do this.
Although it seems that Apple and Bomi are evenly matched in the high-end mobile phone market, in the low-end smartphone market, Bomi has almost an overwhelming advantage.
Mainly because Bomi uses the domestic production chain, the price can be kept very low. Although the product performance is not comparable to high-end smartphones, it can still meet people's basic needs for smartphones.
Therefore, sales of Micron mobile phones are very tight abroad, and orders have been queued until the end of this year.
This is why Liu Qiang said that what restricts them now is still the production chain and output efficiency.
But this is okay, because as long as Bomi's mobile phones can sell well, domestic manufacturers in the industry chain will have something to eat.
Moreover, the scale of these manufacturers is getting bigger and bigger, and many retailers have sprung up like mushrooms after a rain.
For this reason, Bomi also received commendations from above and became one of the outstanding enterprises in 2008.
According to statistics from relevant government departments, the number of new jobs brought about by Bomi's smartphones and its industrial chain alone has reached more than 6 million.
At any time, employment rate is a matter of great concern.
What's more, under the influence of the 2008 financial crisis, Bomi was able to drive such high employment growth. The higher-ups were simply overjoyed.
If this momentum continues, Bomi might become a very formidable engine, driving the development of countless industries and jobs.
Judging from the company's current financial report and future trends, Bomi's mobile phone business alone may bring in marketing revenue this year of more than 260 billion SoftMei coins, which is about 30 billion when converted into U.S. dollars. .
Since profits are relatively thin, the final net profit may be US$2 billion.
But this is already quite remarkable.
Cao Yang is relatively reassured about the mobile phone business.
Moreover, this business is still in a period of rapid growth and is far from reaching saturation.
Think about it, there are nearly 3 billion mobile phone users in the world, and the current smartphone replacement rate is less than a fraction.
Maybe there will be a bigger outbreak next year.
What's more, mobile phone products are not static, and future updates will be very rapid, almost every year. These are the market and money.
Cao Yang doesn't mind if there are more competitors in the country, and Bomi can't take such a big piece of the pie, so it's a good thing for Lei Jun and Huawei to participate. At least it can provide a lot of jobs for the country.
Now we are waiting to see when the higher authorities can reach trade cooperation with the United States and allow mobile phone products to enter the United States.
"However, as a result, the number of Bomi's employees will increase again." Liu Qiang continued, "We expect to add approximately 100,000 to 150,000 offline direct-operated stores nationwide this year, which will bring More than 300,000 employee positions will also increase our maintenance costs.
So boss, can we appropriately increase the price of future products? "
"Um?"
Cao Yang suddenly heard Cue's name and raised his head to look at Liu Qiang.
He thought for two seconds and said, "I think it's okay. You can make your own decision after discussing this matter with your colleagues in the strategy and marketing department."
"Why?"
Liu Qiang was stunned for a moment, as if he didn't expect that Cao Yang would agree so readily.
He had originally prepared a set of data and rhetoric to persuade Cao Yang, but he did not expect that all his preparations would be in vain.
It's like you brought thousands of troops to attack the city, but when you got to the city, you found that they had opened the city and surrendered early.
He used too much force and punched the cotton.
I obviously wanted to beat you, but you knelt down first. What else could I say?
That's so uncomfortable...
Boss, what happened today?
Suddenly become so enlightened?
He used to be very guarded about prices, right?
Could it be that a fake boss came today?
… (End of this chapter)
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