"The architecture is not comparable, the performance is backward, and the price has no advantage. No wonder Qualcomm chips have zero transactions. In the future, high -end chips, it depends on Xingyi Technology."
"Yes, Xingyi Technology's Kunpeng chip is the first echelon, Apple, Qualcomm's second echelon, MediaTek's third echelon."
"What about Samsung? What about Nvidia?"
"Samsung's chip performance is the second echelon, but many frequency bands are not supported. Comprehensive calculation 2.5 echelon. As for Nvidia mobile phone chips, Tegra 4 has not been sold, it is estimated that it will be gone next year."
"I didn't expect that after the Dezhou instrument fell, Xingyi Semiconductor System dominated the world!"
"Come, those big colonies who say that Xingyi Technology is not good, why not speak now?"
"Unexpectedly, Xingyi Technology not only turned over high -end chips, but even the low -end chip was turned over."
"I also said that the Xingyi Technology Exhibition was very small. As a result, Xingyi Technology sold 450 million chips. Instead, the Great colonials had high hopes of Qualcomm chips, and finally zero transactions!"
"Hahaha, laughed to death, today is the disaster day of Qualcomm, and it is also the disaster day of the big colonies.
In this regard, most of the large colonies are silent, and they have not had to wash.
Whenever Qualcomm, they can also work hard to wash it.
But I had a zero transaction, I really didn't have to wash it.
Only senior colonies still try to make respect: "Less proud, even if Qualcomm lost this year, Qualcomm will be chased back next year. There is nothing good."
"Chasing back next year? What to chase? Many of the Qualcomm processors will still be 32 -bit processors. Take your head chasing 64 -bit processors?"
"That is, Qualcomm still pulls his hip next year. When it is later, Qualcomm will hope to chase it!"
"It was also in vain in the next year. In the next year, Qualcomm comprehensively promoted the 64 -bit processor, but Xingyi Technology has developed to the third -generation 64 -bit processor, which is still far ahead."
"Also, Qualcomm's future is worrying. It seems that the high -end chips in the future are only Xingyi Technology, and Apple Qualcomm must retreat to the second line."
"Don't say it, then place an order xphone 3, no, go directly to XPHONE 3 Plus."
"I also placed an order. I thought that XPHONE 3 and XPHONE 3 Plus was selling hotly by the prism door.
"This wave, Xingyi mobile phone has to be hot again."
Qualcomm chip zero -transactions and Kunpeng chips sell 450 million pieces, with revenue of more than 80 billion yuan, forming the most vivid comparison.
This has completely collapsed the high -end position of Qualcomm chip and reduced to a second -tier brand.
However, the Kunpeng chip stood out, and the battle was sealed, becoming the only first -line brand!
Beyond Apple, Qualcomm's first -line brand.
As for Samsung, between Qualcomm and MediaTek, the performance and Qualcomm can scoop their wrists, but the baseband is not good, and there are too few frequency bands to support.
Therefore, Samsung mobile phones in regions such as Bangzi Country use its own Orion chips.
In more international markets, Samsung's own baseband does not support some frequency bands, so you can only buy Qualcomm chips.
Seeing that the sales of Xingyi mobile phones have surged and become a hot seller all over the world, Wang Yi is in a good mood.
In October, the sales of Xingyi mobile phones reached a new high.
Especially the sales of xphone 3 and xphone 3 plus. In September, domestic shipments exceeded 21 million units, overseas parallel import shipments were 11 million units, and total sales were as high as 32 million units!
Such terrifying sales have broken records!
Not only is it an unprecedented record, it is also a record that will be difficult to achieve in the future.
After all, something as great as the Prism Gate only happens once every ten years.
For example, for overseas parallel imports, under normal circumstances, a new phone can sell three to four million units a month, which is very good.
As a result, due to the support of Prism Gate, Xphone 3 and Xphone 3 Plus directly sold 11 million units!
It has tripled!
But in October, the impact of the prism scandal continued to weaken. Last month, some of the 11 million units of parallel imports were still in the warehouses of parallel importers and had not been sold.
Therefore, parallel import shipments of xphone 3 and xphone 3 plus in October are estimated to be only 6 million.
Domestic sales have been fully stocked since the launch of sales, which also consumes huge consumption power.
Domestic sales in October will also drop to about 15 million units.
In this way, domestic and foreign sales combined will be about 21 million units.
There is no way to replicate the 32 million sales myth in September!
Next month, sales will drop, with total sales falling to about 15 million.
A 30% discount every month is normal.
But this time, due to the turmoil at the exhibition, Xingyi Technology caused a dimensionality reduction attack on Qualcomm chips, making Xingyi Technology once again famous around the world.
Its global popularity has increased significantly, and many foreigners who did not know much about Xingyi Technology have begun to know this brand and this giant.
They also followed suit and bought parallel-imported products of Xingyi Mobile Phones. Even though the price of parallel-imported products was much more expensive than in China, twice as much as the iPhone 5S, they rushed to buy it.
Many foreigners regard owning an xphone 3 and xphone 3 plus as a symbol of status and taste.
The price of iPhone 5S is more than twice that of iPhone 5S. Being able to afford xphone 3 and xphone 3 plus proves that it has a certain identity and strength.
Moreover, there is no backdoor and it will not be monitored by the Prism Project. This is also a tasteful experience that protects privacy.
There is another reason, and that is Mu Qiang’s attribute.
Everyone is strong-willed.
However, Qualcomm, Xingyi mobile phone is cheaper than Apple, everyone will not rush, and even feel that the price is lost, not the grade.
But now the Kunpeng chip is abused by the cricket, the Xingyi mobile phone turns the apple, the XOS system hangs Android, it is completely different!
With such a powerful product power and strength, Xingyi Technology instantly increased hundreds of millions of global fans, and became a global high -respected giant brand!
Even if the price of parallel imports is expensive, the sales volume has surged.
Just like the Model Y in 2019, it represents the advanced level of electric vehicles. The price is as high as 480,000+, and it is still being robbed and admired. It is called an industry benchmark.
At that time, Wei Xiaoli was called the three silly electric.
A few years later, the domestic production rose in an all -round way. Model Y fell off the wind and reduced the price to about 250,000.
The core reason is that Tesla's leading advantage has gradually lost, and the product power cannot keep up.
The former "Electric Three Stupid" Wei Xiaoli, the price is not low, and the sales volume is not bad.
The same is true of mobile phones. As long as the core technology is strong, the core competitiveness is strong, it can naturally sell high prices, and the sales volume is good.
Apple, Huawei, Samsung, all of which are so.
This is even more so.
It really does not mean that the configuration is high, it can be sold high and the sales are high.
In addition to configure these hard strength, it also depends on the soft strength.
Soft power includes system optimization, brand value, core technology, etc.
Beyond Qualcomm, Kunpeng chip was sealed in the battle, and the sales of Xingyi mobile phones soared again.
In October, XPHONE 3 and Xphone 3 Plus originally had an expected sales volume of about 21 million. With this wave of help, there is hope that it will soar to more than 25 million!
At present, Xingyi mobile phone factory has its own production capacity, only 16 million points, and there is a big gap.
Considering this, Wang Yiguo dialed Zhu Changlin's phone: "Lao Zhu, BYD has added orders?"
"The order is added, the chairman, 5 million units at the beginning of the month."
"Not enough, add 5 million units!"
"Okay, chairman, but in this way, XPHONE 3 and XPHONE 3 Plus produced as high as 26 million units. This month can be sold, and 8 million inventory will appear next month."
Zhu Changlin's worry is necessary.
In October, with the help of Qualcomm, coupled with the effects of the prism door, XPHONE 3 and XPHONE 3 Plus added 26 million units a monthly sales. No problem.
But what about next month? Maybe there are only 18 million units.
Wang Yi nodded: "It's okay, the new production. There will be more inventory next month. Our own factory's production line of XPHONE 3 is converted into unbounded Note!"
BYD's production line, once the order is placed, it cannot be said that it can be cut off.
8 million units were placed in October. In November, in December, 8 million units were produced.
But that's how to say, you can adjust it at any time.
At that time, XPHONE 3 is given to BYD to produce, and its own factory produces unbounded Note, the same thing.
Wait until February next year, the sales volume of the XPhone 3 Plus declines, the sales of no boundaries will decline. At that time, there is no boundary Note and XPHONE 3 Plus to BYD foundry. The factory will turn to the production of the X1 series!
With such a reasonable resource allocation, there will be no problems with insufficient inventory and insufficient production capacity.
"Okay, chairman, I will arrange it."
Zhu Changlin quickly arranged, and BYD's production line increased again.
In this regard, BYD has long been used to it.
After each new machine is issued, it is a production line that gradually reduces the old model, which is converted into a new machine production line.
These are the normal foundries and reasonable market changes.
Coupled with the large order volume of Xingyi Technology, the settlement is timely, and the cycle is short. The shopkeeper has no opinion at all. Instead, he is fortunate to hold Wang Yi's thigh!
Whenever there is no Xingyi Technology, BYD will have a super large order with hundreds of millions of mobile phones per year!
In this regard, Foxconn is envious of jealousy and hate, and even come to the door for order.
But Wang Yi was too lazy to ignore it. This unreliable ally, Wang Yixin couldn't see it.
"Let BYD add orders, this time, the monthly sales of XPHONE 3 and Xphone 3 Plus increased by 5 million units, no pressure!" Wang Yi said with a smile.
Before, he did not turn over Qualcomm, and Wang Yi did not dare to blindly add orders, so he was afraid that the inventory was too large.
But now, I have turned the Gaocong, although the order is added.
This is the result of the winner, and Xingyi Technology should have enjoyed it!
Sure enough, in the following days, the daily sales volume of XPhone 3 and XPhone 3 Plus increased rapidly, and for several consecutive days, the increase was more than 50%before!
Users who originally intended to buy iPhone 5s and Samsung Note3 all gave up and chose to buy XPHONE 3 and XPHONE 3 Plus.
Not only the new flagship sells, but even those old models are crazy.
The winner eats, as is the industry.
Even the unbounded mobile phone has set off a hot -selling frenzy.
Although the listing of unbounded mobile phones is still maintained at about 15 million units!
Not generally strong.
It can only be said that the market of thousands of yuan smart machines is really too big, and there is no competitor. It is difficult to think about it.
Looking at this scene, the Apple Headquarters is a melancholy.
Cook was pacing back and forth, his face extremely pale:
"The first month sales are out. The combined sales of iPhone 5s and iPhone 5C were only 15 million units in the first month, which is less than half of the first month sales of xphone 3 and xphone 3 plus! It's not as high as others' sales in the second month!"
"miserable!"
"It's so terrible!"
Cook was filled with emotion.
If a mobile phone sells 15 million units in the first month, that’s great and it can be considered a hit model.
But the problem is that the total number of iPhone 5C and 5S is only 15 million units, which is a bit ugly.
Too ugly!
Affected by this, Apple's stock price began to plummet.
And continued to plummet.
For this reason, Apple's top executives began to hold meetings every day to discuss countermeasures, trying to boost sales and stop the stock price from falling.
But unfortunately, after many discussions, there was no substantial progress.
"Chairman, any marketing method is meaningless. Now users only recognize Xingyi mobile phones, and think xphone 3 and xphone 3 plus are high-end mobile phones. However, the recognition of our 5S and 5C has dropped significantly. If we want to boost sales,
We can only lower the price.”
"That's right, if the price is not reduced, users will not buy it at all. This is true for Xia users and overseas users. I recommend lowering the price to 4788 for 5S and 3988 for 5C!"
"A direct price reduction of 500? Are you crazy?" Cook's face changed drastically: "iPhone 5S and iPhone 5C have only been on the market for a month, and they have a direct price reduction of 500. We, Apple, don't want to lose face?"
"Chairman, face is important, but sales and revenue are more important."
"If you don't lower the price, you won't be able to sell it at all, and the sales volume won't increase. If the sales volume doesn't increase, the revenue will be ugly. If the revenue is ugly, then Apple's stock price will continue to plummet, and the market value will continue to shrink, and you and us...
…”
The words were only half spoken, but everyone understood the meaning behind them.
Between face and lizi, Apple can only choose one or the other!
Seeing that Cook was still hesitating, someone else said: "More importantly, the crazy sales of xphone 3 and xphone 3 plus have led to more and more parallel importers. Now there are new parallel importers almost every day, shipped to Omi, and
All over the world. What will this lead to?”
"As a result, the supply of parallel imports of xphone 3 and xphone 3 plus has become more abundant, which has led to the continued decline of parallel import prices!"
"The current price of parallel imports of xphone 3 and xphone 3 plus is more than twice that of iPhone 5S and 5C. Once it drops to 1.5 times or even 1.3 times, it will only be a little more expensive than us. By then, the price of parallel imports of xphone 3 and xphone 3 plus will only be low.
It's better, but our 5S and 5C are even less popular."
"And with the rapid increase in the amount of parallel goods, the prices of parallel imports of XPHONE 3 and Xphone 3 Plus will also decrease rapidly, and it will soon drop to a price higher than us."
"It may be next month, or it may be the end of this month."
"We will not reduce the price anymore, and when we want to reduce the price, it will be very significant!"
Hearing the words, Cook was trapped.
Yes, the price of the parallel imports of Xphone 3 and Xphone 3 Plus is twice as much as 5s, which are well sold.
Once it drops to 1.5 times, or even 1.3 times, only a little more expensive, then 5S and 5C can really be sold!
Just after a month, the price was reduced, is this too shameful?
well!
With a sigh, Cook tangled to the extreme.
Call the price, shame, damage the high -end image of Apple.
Do not reduce the price, the sales volume can not start, the revenue declines, the stock price has plummeted, his CEO will be swept away from the door, and even fed fish!
Especially when I think of the nightmares I often have recently, I dream of the bloody mouth of the shark, dreaming that I am swallowed like a fructose ...
Cook instantly frightened a cold sweat.
No, you must not reach this point!
‘I ca n’t be fed fish!’
‘IPhone 5S and 5C sales must be pulled up!’
In an instant, Cook made a decision, Shen Sheng said: "Okay, immediately notify, all the iPhone 5s and iPhone 5C all reduced the price of 500! Be sure to sell high sales!"
"Yes!" Everyone relieved.
Although I do n’t want to reduce the price, I do n’t want to be cut!
Besides, you ca n’t sell it, so you cut the price. This is a normal business behavior.
Any company will do so, and apples are no exception!
Soon, the news of the iPhone 5S and 5C direct 500s caused a sensation on the entire network, causing an uproar.
Zhu Changlin couldn't help looking for Wang Yi: "Chairman, the iPhone reduced price by 500 at one time, would it affect our sales? Do we want to follow?"
At this stage, the biggest opponent of Xingyi mobile phones is only iPhone.
Wang Yi waved his hand: "Don't care, let them cut the price. We sell so well, and we have to sell out the stock without the price. There is no need to reduce the price! And Apple's price reduction, it may not be a good thing."
Zhu Changlin's eyes brightened: "You mean, the price of iPhone reduces the price, which can increase some sales in the short term, but in the long run, it is endless?"
He cares about the development of a mobile phone, but this overall situation is unreasonable.
Wang Yi nodded: "You can say that. The most important thing for high -end mobile phones is the high -end, which is the stable price, that is, the brand is strong."
"If the price is reduced without moving, the price is reduced by 500 in one month, and the price is 1,000 in three months. Can this brand still be able to stabilize the high -end?"
"That's it." Zhu Changlin suddenly realized.
Sure enough, online public opinion became very interesting:
"What? The iPhone 5S has just been on the market for a month, and the price has been reduced by 500? Is Apple in a state of collapse?"
"Damn it, I just bought 5288 and the price dropped by 500 just a week ago. What a scam!"
"I just bought it three days ago and the price was reduced by 500. I really regret it. I was so confused that I didn't buy the xphone 3."
"Me too. I'm here for seven days without any reason. I really can't stand the price reduction as soon as I get it."
"Yes, I also have no reason for seven days."
"I envy you, damn Apple, I've been here for eight days and I can't back out."
"It's been ten days and I still can't retreat! A garbage apple will be black for the rest of its life."
"The iPhone 5S is rubbish. If you buy it, return it if you can. Then buy the xphone 3 and xphone 3 plus. If you haven't already bought it, don't buy it. The performance is poor, the experience is poor, the screen is small, the battery is small, and the price is dropping fast. Really
Not as good as Xingyi Mobile.”
"That's right, second-hand mobile phone dealers are crying today. They charged 4,900 for it, but now it's 4,788 for licensed products. They're losing money."
"Apple is really in trouble. It is cutting prices faster than Samsung."
Looking at these public opinions, Zhu Changlin smiled: "Sure enough, Apple's brand image has collapsed."
There is no surprise. The price was reduced by 500 within one month of the first launch, which even the old users could not accept.
Especially those who bought an iPhone within a month of its release are definitely loyal iPhone fans.
As a result, he was stabbed in the back and was taken advantage of!
If it is within 7 days, there is no excuse, but if it is more than 7 days, you can only accept your fate!
This incident made many old users angry and blamed Apple.
So much so that Apple's reputation is getting worse and worse.
Even if the price is reduced, the sales volume will not increase significantly.
This made Apple feel very sad, but there was no better way.
Equally melancholy is Qualcomm.
After several days of investigation, Qualcomm finally figured out the parameters, performance, and prices of all Xingyi Technology's chips.
But the more clearly it became clear, the more desperate Qualcomm felt.
"It can't be fixed, it really can't be fixed. Their lowest-level Kunpeng 505, not counting the 64-bit bonus, is more powerful than our Snapdragon 400. Counting the 64-bit bonus, it is comparable to the Snapdragon 600. How can this compete?
?”
“Can’t compete at all!”
"Yes, it's too weak. Kunpeng processors are just messy. Mid-range chips are better than our high-end chips. Low-end chips have advantages over our mid-range chips. The problem is that the performance is one generation better, but the price is still about the same. There is no competition at all."
but."
"Moreover, all products are 64-bit and all products are produced using 28-nanometer technology, so Qualcomm has no advantage at all. No wonder those big customers have placed orders with Xingyi Technology and given up on Qualcomm."
Listening to everyone's complaints, Jacob was furious and slammed the table:
"In the past few days, Qualcomm's stock price has plummeted. The market value has fallen from 100 billion US dollars to $ 70 billion, which has evaporated 30%!"
"Your group of waste, don't want to solve the problem, reverse the situation, complain here! Is this meaningful?"
"waste!"
"This ..." Everyone was silent.
Seeing this, Vice President Franz Quentin saw this and quickly said: "If you complain, don't say it, it will only seem that we are incompetent. Now the key is how to break through the dilemma and reverse the situation."
"I personally, there are two strategies."
"Talk about it in detail." Jacob was relieved, and there were people who could carry things.
Franz Quentin said: "The first strategy, suppressing Xingyi Semiconductor, and creating Xingyi Semiconductor!"
Jacob came to interest: "How to suppress, what do you think?"
"First of all, the chip foundry of Xingyi Technology was broken." Franz Qu Quentin's eyes flashed a touch of fierce:
"Xingyi Technology won the 450 million chip large orders this time, which is very horrible. In addition, their own chip consumption will be an astronomical figure."
"In this way, Xingyi Technology's own wafers have not enough production capacity. Not only 3G chips need TSMC OEMs, the future 4G chip, it may also need TSMC."
"You mean, lobby TSMC, let him abandon Xingyi Science and Technology OEM, so that Xingyi Technology will explode, and you can't pay the goods!" Jacobi said with a smile.
"Yes, that's it. I have calculated that the current production capacity of Xingyi Technology is mainly 28 nanometer, and the 40 -nanometer process capacity is very small. Most of them rely on TSMC."
Franz Qu Quentin said: "As long as TSMC gives up to Xingyi Technology OEM, Xingyi Technology's own 40 -nanometer chip may not be enough, let alone 150 million 3G chips sold to third -party customers."
"In this way, Xingyi Technology will face a dilemma."
"Either the only 40 -nanometer chip production capacity is given priority to third -party customers to maintain goodwill, but all the old mobile phones, tablets, and TVs of Xingyi Technology must lack chips, resulting in discontinuation of production!"
"Either Xingyi Technology will continue to use the 40 -nanometer chip production capacity, and the 3G orders of third -party customers are far away. In this way, it cannot be delivered on time.
It is completely ruined. Who dares to buy Xingyi Technology's chips in the future? "
"Okay, okay, okay! This is Yangmou! There is no solution! Hahaha!"
Jacob laughed. This trick is ruthless and sharp enough.
Chapter completed!