Originally, it was not that easy for Wang Yi to short Apple.
At present, the iPhone is being beaten by Xingyi Mobile Phone, Apple's stock price continues to fall, and capital is not optimistic about Apple's stock price.
Wang Yi wanted to short Apple, but he had no place to borrow securities. After all, other capital also wanted to borrow securities to short Apple.
But some time ago, Apple released the fourth generation of iPad, and the A6X was so powerful that some Wall Street giants saw hope of a comeback and became bullish on Apple.
Therefore, when Wang Yi wants to short Apple, they are willing to lend Apple shares.
Just waiting for the fourth generation of iPad to be launched, Apple's stock price skyrocketed, Wang Yi failed to sell short, and suffered heavy losses, but they were able to make tenfold profits.
Who would have thought that the iPad has not yet been launched, but Xingyi Tablet X1 Ultra and Kunpeng 702 SOC have been launched first.
If that's the case, that's it, but who would have thought that the Xingyi Tablet X1 Ultra is so powerful that it can defeat all four generations of iPads!
Without any surprise, Apple's stock price plummeted at the beginning.
And it continues to plummet.
Both iPhone and iPad failed, but Xingyi mobile phone and Xingyi tablet made great progress.
With this wave of short selling, Wang Yi can make tens of billions, but these Wall Street giants who have a heavy position in Apple will have to bleed like rivers.
Even if they come to rescue the market, it would be meaningless to increase Apple's stock price.
After all, you can do it for a while, but you can’t do it for a year!
It will be difficult for Apple to turn around in the next year.
Unless we wait until next year's iPhone 5s and next-generation iPad, there is hope for a counterattack.
Therefore, Apple's stock price will be difficult to predict in the next year.
The capital heavily invested in Apple will also bleed into a river of blood.
The stock market is so cruel, one thought is life and one thought is death.
This wave of game seems to be a financial game between Wang Yi and Wall Street Capital, but in essence, it is a technology competition between Xingyi Technology and Apple!
If the fourth-generation iPad crushes the X1 Ultra tablet, Apple's profits and revenue will skyrocket, and its stock price will skyrocket.
By then it will be Wang Yi who will bleed like a river.
But it's a pity that Apple doesn't live up to expectations!
Once again, the trust of Wall Street capital was betrayed, resulting in heavy losses.
If this continues, maybe Apple will be abandoned by capital!
Wang Yi didn't think much about this.
As Apple declines and its market value continues to shrink, such short-selling opportunities will become fewer and fewer.
In other words, the money you can make from shorting Apple will become less and less in the future.
There is nothing we can do about this.
On this day, foreign users are rushing to buy Xingyi Tablet X1 Ultra.
In addition to the Xingyi Tablet X1 Ultra, domestic users are also rushing to buy the Kunpeng version of xphone 2, xphone 1pro, and Xingyi Tablet X1 pro.
Xingyi tablet X1 Ultra equipped with Kunpeng 702 SOC was launched yesterday, snatching away customers of the fourth generation iPad one day in advance.
The xphone 2 equipped with Kunpeng 702 SOC, the xphone 1pro equipped with Kunpeng 700 SOC, and the Xingyi Tablet X1 pro are officially launched today.
Continue to steal Apple’s limelight and traffic!
According to Cook's plan, today's major media are rushing to report on the fourth generation of iPad, touting the power of A6X.
As a result, the headlines of major media have become reports about Xingyi Tablet X1 Ultra, Kunpeng version of xphone 1pro, xphone 2, and Xingyi Tablet X1 pro.
On the contrary, there are very few reports on the fourth generation of iPad.
Finally, there are a few, so it’s better not to report them:
For example: [The sales of the fourth generation iPad are extremely low, far behind the Xingyi Tablet X1 Ultra.]
[Is it the gap in brand power or the lack of product power, the fourth generation of iPad was abandoned by Apple users and bought Xingyi Tablet X1 Ultra instead!]
[The Apple store is cold, but the Xingyi flagship store opposite is overcrowded.]
Not only the report, but also photos of two stores for comparison.
It is true that there are not as many customers in the Apple store as there are store employees, but the customers in the Xingyi store queue up to the entrance of the Apple store...
Such a stark contrast and hit-to-point reporting made Cook completely furious:
"Farke! Farke!"
"This group of damn media dares to slander Apple like this. Damn it!"
"It's too much, it's too much!"
"As a result, everyone knows that our fourth-generation iPad products are not strong enough and have been beaten by Xingyi Tablet X1 Ultra. How can we still sell our fourth-generation iPads?"
"This group of media is really damned!"
In comparison, the vice president is much more sensible:
"Chairman, now is not the time to get angry with the media. The most important thing to do at the moment is emergency public relations! Spend money to get those media to withdraw their articles! If the situation is allowed to develop, the tragedy will be for us at Apple!"
"Yes, you are right." Cook nodded repeatedly: "Well, I leave it to you, do it as soon as possible."
"Okay, Chairman, I'll go right away."
"Wait a minute." Cook stopped the other party: "Hire more people to line up in our store and find a few media to report it. We can't lose too badly."
"Okay!" the vice president responded, but his expression was extremely complicated.
How has Apple ever been reduced to hiring people to wait in line?
It’s incredible!
"Do I have to find a way out and prepare to change jobs?"
The vice president sighed, his expression extremely exciting.
The next day, Zhu Changlin came to Wang Yi early in the morning:
"Chairman, yesterday's data is out. The Kunpeng version of the Xphone 1pro has the highest growth rate, with sales exceeding 750,000 units in a single day, which is twice as much as before the core change!"
After Double Eleven, the average daily sales of Xphone 1pro dropped to about 250,000 units, and it is estimated that it will only sell 7 million units next month.
Nowadays, once the core is replaced and upgraded, the number has increased to 900,000. It can only be said that the core replacement is very successful.
After all, Kunpeng 700 has a huge improvement compared to Nvidia Tegra 3, with a 65% increase in GPU and powerful performance.
The price is also 1,000 lower than the Kunpeng 702 version of the Xphone 2, which is very cost-effective. Naturally, it sold out as soon as it went on sale.
"Very good. Even after these few days of popularity, the sales volume of Kunpeng version of Xphone 1pro is estimated to be maintained at around 350,000 units. There is no pressure to sell 10 million units per month."
Wang Yi is very satisfied: "The processor has been upgraded to Kunpeng 700, with powerful performance, and all Netcom has been upgraded. The previous generation xphone 1pro has once again ushered in its second spring and is selling well again!"
"Yes, even the Kunpeng version of the Xingyi Tablet X1 pro is a hot seller." Zhu Changlin said with a smile: "Despite the Xingyi Tablet X1 Ultra, the Kunpeng version of the Xingyi Tablet X1 pro yesterday still sold more than 600,000 units worldwide, which is more than
It tripled before!”
Tablets are not mobile phones. Even if they are sold globally, the sales volume will not be as high as mobile phones.
The global daily sales of Xingyi Tablet X1 pro were only about 200,000 units in the first two days, but now it has reached 600,000 units, which can only be said to be incredible.
As for Xingyi Tablet X1 Ultra, it sells better.
On the first day of sales, global sales exceeded 1 million, and 700,000 units were still sold yesterday.
The reason is that they are all targeting the fourth generation of iPads.
Wang Yi laughed dumbly: "Thank you Apple more."
"Yes, Apple has made so many GGs, made so many layouts, and concentrated customer traffic on these two days to prepare the iPad for hot sales. But we intercepted it, and all the customers who were planning to buy the fourth generation iPad came to buy it.
Kunpeng version of Xingyi Tablet X1 pro and Xingyi Tablet X1 Ultra!”
Zhu Changlin was very proud: "I guess Cook is going crazy now."
"Apple has indeed made wedding clothes for us this time." Wang Yi was dumbfounded: "By the way, how are the sales of Kunpeng version of Xphone 2?"
Kunpeng 700 is a big upgrade compared to Nvidia Tegra 3, so the sales of Xphone 1pro and Xingyi Tablet X1 pro equipped with Kunpeng 700 have tripled.
On the contrary, the improvement of xphone 2 is not big. After all, Kunpeng 702 only improves by about 10% compared to the previous APQ 8064.
In addition, the price is RMB 200 more expensive, so many people think that the APQ 8064 version of xphone 2 is not unusable.
In this way, the sales growth of Kunpeng 702’s Xphone 2 should not be too scary.
"Xphone 2 sales exceeded 750,000 yesterday, more than 1.5 times more than before."
As Wang Yi expected, the sales growth of xphone 2 was not as good as xphone 1pro.
After Double Eleven, the sales volume of Xphone 2 remained at around 300,000 units. Now it has increased by 1.5 times, but the increase is not as much as that of Xphone 1pro.
Wang Yi didn't care about this.
The original goal of Kunpeng 702 was to defeat Nvidia Tegra 3. It never thought of being able to tie APQ 8064. That was the responsibility of Kunpeng 900!
Unexpectedly, Kunpeng 702 is extremely powerful!
Not only did it defeat Nvidia Tegra 3, it also defeated APQ 8064, even surpassing it by 10%!
It can only be said that Texas Instruments’ team is very strong, and the A53 architecture is very powerful.
Nowadays, the growth rate of Kunpeng version of Xphone 2 is not as good as that of Xphone 1pro, and Wang Yi is not surprised.
As long as the user does not object after changing the core, it will be fine.
After all, switching from the 28nm APQ 8064 to the self-developed 40nm Kunpeng 702 is a downgrade in terms of process, but the performance has improved by a full 10%!
The current increase of 1.5 times is enough to show that the core replacement is very successful. It has not caused any resistance from users, but has given them strong support.
This is also a good start.
Subsequent flagship phones can also be replaced with Kunpeng chips!
The high-end positioning of Kunpeng chips is considered a successful first step!
Wang Yi doesn’t want to make Kunpeng into MediaTek.
You know, MediaTek in recent years has been exclusive to copycats.
In a few years, MediaTek's high-end products will be sold by Redmi for a thousand yuan price.
Once the brand becomes low-end, it will be difficult to achieve high-end.
"Very good, our Kunpeng has made a great start and has become a high-end company." Wang Yi was in a good mood.
"When will the Kunpeng version of the Xphone 1 be launched?" Zhu Changlin asked: "Now the sales of the dual-core Xphone 1 are a bit low, and the Xingyi Tablet X1 also needs to be upgraded."
Wang Yi thought for a while: "Let's take a look at the production capacity of Kunpeng 700 next month. If things slow down, flagship phones and flagship tablets will be replaced this month, and mid-range phones and mid-range tablets will be upgraded in the middle of next month!"
"As for the thousand-yuan phone, it will be released in January or February!"
Wang Yi has already planned everything.
Market potential is being consumed in waves.
The first wave is naturally high-end potential.
First, we will upgrade the xphone 1pro and xphone 2, which start at 4,000 to 5,000 yuan, and the flagship tablets, which start at 3,000 yuan, to achieve a wave of hot sales.
After this wave of potential is almost exhausted, the follow-up sales period will be when more than 2,000 Xphone 1 and Xingyi Tablet X1 are replaced and upgraded.
When the consumption potential of the two thousand level is almost exhausted, we will start promoting the Unbounded Thousand Yuan Machine!
From four or five thousand, to two or three thousand, to one thousand...from high to low, squeeze step by step.
If a quad-core Unlimited phone were to be released directly, the sales of the Xphone 1 would be greatly reduced. Even if it were replaced by the Kunpeng 506, it would be severely hit by the Unlimited phone.
After all, the difference is more than a thousand.
Just look at the market sales, you will be surprised one after another!
"Okay, Chairman, I always pay attention to changes in production capacity." Zhu Changlin said with a smile:
"With ASE, the current packaging and testing capabilities have been greatly improved, and the chip production capacity problem will soon be alleviated. The production capacity crisis of Kunpeng mobile phones and chips will only be more serious in the next week, and it will be completely solved in a week."
"One week? That's okay." Wang Yi breathed a sigh of relief.
If the reserved spot goods can last for a few days, and the production capacity crisis is resolved in a week, then it will not be a problem at all.
After all, the chips are now produced, the only thing missing is the packaging.
Packaging is very fast.
"Then we will sell it in stock. If Kunpeng is sold out in a few days, we will start full pre-sale and ship it within four days. If you don't want to wait, you can give priority to buying Tegra 3 version or APQ 8064 version." Wang Yi instructed.
"Okay, Chairman, this won't be a big problem. We can just clear the inventory." Zhu Changlin said with a smile: "And it will be shipped within four days. It is not considered out of stock in the mobile phone industry. It is a normal phenomenon."
In the mobile phone industry, it is normal for the initial production capacity to be insufficient and the products to be sold out.
Any mobile phone that is not sold out is considered unsaleable.
For example, Xingyi Mobile solved its production capacity crisis within a week and achieved full stock availability, which is considered amazing.
If you switch to other brands, it may not be possible to solve the production capacity crisis in two months. Spot sales will not be realized until two months later.
In fact, it is not that production capacity has increased, but that market demand has decreased!
After the hot sales period of the first two months, it has fully entered the smooth sales period. The demand is low and natural production is possible.
It is precisely for this reason that all mobile phone brands dare not stock too much stock or increase production capacity too much.
Without him, the sales volume of mobile phones would have been ups and downs, and would have been down to the end!
Generally speaking, except for the huge sales volume in the first two months, there will be a sharp drop by one-third starting from the third month.
It was cut in half in the fourth month, and only one-third was left in the fifth month. It continued to decrease after that. In the seventh or eighth month, the inventory began to be cleared to prepare for the next generation...
If we prepare spot goods and prepare production lines based on the sales volume of the previous two months, that's it!
In the third month, supply will exceed demand and inventory will be too large.
For example, the Xphone 2 was just launched in September. It was a domestic and overseas parallel import and sold 20 million units in a month.
But by October, including parallel imports, there were only 15 million units.
In November, there was a double eleven price reduction promotion, and the core was changed to Kunpeng 702, but it could not survive 15 million units.
In December, even with Double 12, it is estimated to be at most 12 million.
It may be less than 10 million in January.
There is nothing we can do about this.
If Wang Yi prepares the production line, recruits workers, and finds OEMs based on a monthly production capacity of 20 million, it will be useless.
Starting from the second month, the inventory has reached 5 million!
The inventory in the third month is as high as 10 million!
Inventory reached 18 million in the fourth month...
Excessive inventory backlog will be a disaster for any brand.
After all, the additional production lines will cost huge amounts of money to build and cannot be dismantled.
The expanded number of workers cannot be laid off at the drop of a hat.
There are also large orders for components placed in advance based on a monthly production capacity of 20 million yuan. They are all purchased at high prices and are kept in hand.
Subsequent components are getting cheaper and cheaper, so Wang Yi can only continue to use the high-priced products in stock.
Needless to say, the cost of components in stock four months ago can be 40% more expensive than those purchased four months later.
In four months, it would cost an additional 7.2 billion to install 18 million inventory machines.
The capital cost occupied by these 18 million mobile phones, based on the material cost of 2,000, is more than 36 billion!
This does not include labor costs, production line control costs...
Most of the Wang Yi family's great achievements cannot be sustained.
Therefore, it is simply unrealistic to reach full production capacity at the beginning and directly stock up on spot goods.
As for the idea of ​​producing two months in advance and stocking up enough ready stock before starting sales, that is also a fool's errand.
After all, when it goes on sale two months later, the cost of components will be reduced by 20%, which is equivalent to 20% more cost for the spot goods prepared by Wang Yi.
Therefore, there is no such thing as absolute spot in the mobile phone industry.
No matter how you calculate it, you will lose money.
On the contrary, it is right to have insufficient stock and run out of stock every time.
After all, component procurement, mobile phone production, and stocking all take time.
As time goes by, component costs continue to decrease.
The longer you wait to stock up, the more you will lose.
Production capacity must be considered in the follow-up. We cannot just use the peak production capacity in the first two months and just increase it to full capacity. If the sales plummet in the third month, we will lose all our pants.
On the contrary, appropriate stock-outs and appropriate panic buying will reduce costs and increase sales.
To put it bluntly, the market is like a woman. You can’t feed her too much. Seventy-eight percent full is enough in the early stage, so that it will be just right later.
I was 100% full in the early stage, but I was the one who was exhausted later on.
Therefore, for Xphone 2 Wang Yi only produced 5 million units in advance ten days before the sale.
Cost control is the lowest, spot goods are available in the first few days, pre-sale later, and ready goods are available at the end of the month...
With this kind of rhythm, costs are low, inventory is zero, sales profits are very high, and users don’t have to wait too long.
The same is true for the Kunpeng version.
It'll be no problem if you come steady.
In the following days, Kunpeng’s version of Xingyi mobile phone and Xingyi tablet became very popular.
Even if the sales volume is not as high as the two or three times in the previous two days, it is still a good increase.
Even the Kunpeng Xphone 2, which has the smallest increase, has the reputation of being the most powerful mobile phone of the year, and its daily sales remain at around 450,000 units.
50% more than before.
It can only be said that without Qualcomm APQ 8064, xphone 2 will sell better.
It is enough to show the acceptance level of Kunpeng 702 by the majority of users.
This made both the Xingyi Mobile and Xingyi Semiconductor departments very excited.
But Qualcomm's headquarters is looking gloomy.
Jacob's face was cold: "Have you calculated it? Without the order from Xingyi Technology, how much sales will our APQ 8064 lose?"
The director of the marketing department was helpless and whispered: "It is not a problem for Xphone 2 to sell more than 15 million units this month, of which the Kunpeng version accounts for more than 5 million. It is not a problem for Xphone 2 to continue to sell well until March next year. According to the average monthly sales of 10 million units
Calculated, plus subsequent sales, it is conservatively estimated to reach 50 million."
"If we buy all APQ 8064, we can increase sales by 50 million. But now that Xingyi Technology fully adopts Kunpeng 702, our expected sales of APQ 8064 will be cut by 50 million!"
"50 million!" Jacob felt his heart bleed!
But then someone else said: "Not only 50 million 8064s, don't forget, there are also 50 million baseband chips."
"Yes, the baseband of the xphone 2 was originally purchased from Qualcomm. Now it's good, with baseband + processor, 100 million chips are missing."
"More than 100 million. Don't forget, Xingyi Semiconductor also sells basebands. Seven customers have already placed orders for more than 15 million baseband chips."
"You're old enough. Three more companies have placed orders in the past two days. Xingyi Semiconductor's Pterosaur 3000 baseband has sold 20 million units!"
"They sold 20 million more units, while Qualcomm sold at least 15 million units less. Texas Instruments and other companies also had to sell a lot less."
"And this is just the beginning. I don't know how many more Pterosaur 3000 will be sold in the future!"
Listening to everyone's words, Jacob's face became more and more gloomy: "So, Xingyi Technology has caused us to sell at least 120 million fewer chips?"
"Yes, the semiconductor industry is already in trouble. Once Xingyi Semiconductor takes action, our life at Qualcomm will be difficult."
"Fortunately, Xingyi Semiconductor has not yet sold Kunpeng 700 and Kunpeng 702, otherwise our Qualcomm APQ 8064 will not be sold!"
Jacob's mouth twitched: "..."
But I have to admit that once all Kunpeng 702 SOCs are sold, Qualcomm will really be finished.
"Think about how to deal with Xingyi Semiconductor, we must not let it go like this." Jacob said coldly.
“What can we do? Let’s start a price war!”
An executive was the first to speak: "Isn't the Pterosaur 3000 baseband selling for 13 US dollars? Our 3G baseband has also been reduced in price, and it also sells for 13 US dollars!"
"It's useless. Their Wing Loong 3000 supports Xia Guo's mobile 3G. Our 3G baseband was released too early and does not support mobile 3G. Let alone the same price, even if it is sold for 11 US dollars, it cannot compete. Unless it is lowered to
$10.”
“But if it really drops to 10 US dollars, the profit will be too low and it’s not cost-effective.”
"Wang Yi's price of 13 US dollars has limited our profit margin, making it difficult for us to start a price war."
Jacob agreed very much: "Forget about the price war, let's look at other methods."
After a moment of silence, someone said: "Then start from the upstream, contact TSMC, and cut off Xingyi Semiconductor's chip production capacity. In return, our next generation of chips can be handed over to TSMC for foundry."
"We can consider using our chip orders to squeeze out Xingyi Semiconductor's orders!"
But then someone retorted: "It's useless. According to the information I have, Xingyi Semiconductor's Kunpeng 700 and Kunpeng 702 are both self-produced by Xingyi Wafer Factory. Only the Pterosaur 3000 baseband is manufactured by TSMC. I want to cut it off."
It goes on and on."
"???"
"!!!"
"What? A chip produced by Xingyi Technology?"
For a moment, everyone in the room was frightened.
Qualcomm was still in the pain of being beaten by Kunpeng SOC, and they didn't even notice that it was produced by Xingyi Semiconductor!
Even Jacob was a little surprised: "Are you sure they produced it themselves?"
The senior executive sighed: "Although I don't want to admit it, I have to admit it. Xingyi Semiconductor not only has strong 40-nanometer chip design capabilities, but also has 40-nanometer chip mass production capabilities."
"Their Kunpeng 702 SOC is mass-produced at the Xingyi B1 wafer fab in Imperial Capital."
"And Kunpeng 700 1 fab is in mass production!"
"What? They still have two fabs?"
The whole room was silent, and the huge conference room became silent.
"Oh, this opponent is too strong, ridiculously strong!" The executive sighed:
"Now that they have achieved self-development and production of 40-nanometer chips, we can't even if we want to ban them."
"Even if TSMC does not OEM the Pterosaur 3000 baseband, Xingyi Technology can find Samsung and Intel to manufacture it, or even acquire another factory to produce it themselves!"
"Some time ago, Xingyi M1 wafer fab was SMIC's Magic City fab wholly acquired by Xingyi Technology!"
"For Xingyi Semiconductor, if we want to block and contain it, we at Qualcomm simply can't do it!"
For a moment, the entire conference room became silent, with only sighs coming and going.
"Fake, what kind of magical opponent did our Qualcomm encounter?"
Qualcomm Chairman Jacob slapped the table and his whole body went numb!
Chapter completed!