[Views on the wall] music as cool send a thousand Yuan machine map together what?

Text/Neighborhood

Preheating cool, happy as the first product of the joint research has finally unveiled, this thought that the first product of the cooperation between the two sides will be a product hit the high-end market, but many people did not think that it is still a flagship price Thousand yuan machine. Many people ask me how to look at this? Personally speaking, what I saw at this press conference was: Perhaps the focus of LeTV and Coolpad in the moment is not whether the product can be profitable and whether it can enter the mid-to-high end, but whether its products will promote sales growth. To promote the accumulation of user bases.

One, cool old manufacturers are not willing to loneliness

As a member of "China Cool", Coolpad is a veteran of the mobile phone industry. In the early days of 3G, in-depth cooperation with operators led to an explosion of sales, which was once considered one of the hopes of domestic mobile phone manufacturers. However, like all the old manufacturers, the change of the industry trend has not been noticed in time, so that it can no longer keep up with the pace of the new era.

Since the Xiaomi Internet model was born, the attention of the market and users has never been stopped by Coolbody. It can be said that although it maintains tens of millions in sales data, it has an influence and attention in the industry. It has long been marginalized by the market and its presence is weak. During its launch of a number of brands, a variety of products, but also did not achieve a breakthrough in brand and market sales. After 2015, when the industry reshuffled and the channel played a prominent role, Cool's squad was even more out of control. In the global market, according to IDC survey data, Coolpad also ranked the world's seventh-largest manufacturer in 2014, with global market share accounting for 4.2%, and by 2015, it had dropped out of ten. In the domestic market, Coolpad also continued the same trend. According to Sino data, the current cool has fallen out of the top ten in China.

This time, Liu Jiangfeng was invited to become the CEO of Coolpad, and what we are seeing is the reluctance of the old Lao Jianghu and the desire to reshape the past. See Liu Jiangfeng's previous success stories. However, in the face of a sharp decline in market share, weakened channel capabilities, weak brand building, and the lack of attention from users, even though there are successful cases in which Huawei is honored, Liu Jiangfeng wants to make Cool “returning the wood” and return to the mainstream of domestic manufacturers. It is not easy.

Second, music as a young rookie

While industry veterans were marginalized by the market, industry recruits were concerned by consumers. Among them, the “ecological counter-intuition” put a LeSound super mobile phone with the status of “attack on apples and step on domestic production”, which is also one of them. one.

However, one must admit that, with the help of the super price-performance ratio and the eco-resources of LeTV, Le Super Mobile has achieved a good market performance since it released its first mobile phone product in the first half of 2015. According to data released by LeEco, the current sales volume of LeTV super mobile phone has exceeded 12 million units, and for the 15 million sales target set in 2016, from the current situation, it is not difficult to achieve this sales target. Although such sales data is not easy for LeTV, but look at the industry's competitive situation, this time sales can not let Letv stand above the security line of the industry competition, the industry's reshuffle speed has become increasingly fierce.

Third, industry reshuffle accelerated

The industry shuffle seems faster than expected. Before this, the industry had set off a debate about whether several companies could survive in the future. Some said three and some said five, and Yu Chengdong shouted that only a market share of more than 15% was needed. The bottom line for sustainable development. Although its core appeal is to say that oneself can live in the future, there is no doubt that with the increasingly fierce competition, there will be fewer and fewer manufacturers that can survive in the future. However, it is clear that big manufacturers have more opportunities to survive in this competition.

And this trend has begun to appear at the moment. Current consumer choices for smart phones have begun to move closer to big vendors. This point, we can see from the change in the overall share of the smart phone market share is evident.

Taking the survey data released by IDC as an example, we can see that in the second quarter of 2015, the global top five manufacturers accounted for 49.3% of the market share, and by the second quarter of 2016, the current global top five manufacturers' market The breakdown has risen to 54.9%.

Fourth, LeTV+Coolie still needs to work hard to become the third pole in China

The joint vision of LeTV and Coolpad is an intuitive goal that hopefully the LeTV + Coolpad combination will become the third domestic pole after Huawei + Glory and OPPO + vivo. However, it is not easy to achieve such a goal. This is not easy to perform in two aspects. First, whether the sales of the two can be realized by Jia Bo in his WeChat statement. “This year, LeTV + Coolpad’s total smartphone sales volume is between 50 million and 60 million. The 2017 sales volume is expected to reach Breakthrough of 100 million units "survival challenges; Second, current cool and LeTV are missing in the high-end market representing future development trends and industry discourse rights.

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From the big trend, the dependence on the Thousand Yuan Machine and the cost-effectiveness cannot be long, and the mid-to-high end market is the future. Nowadays, the era of consumption upgrade has come. Consumer demand for smart phones has also begun to move toward the mid-to-high end market.

According to the latest Nielsen smart device share monitoring platform, China's consumer upgrade trend further boosts consumer demand for high-end and mid-range handsets. The latest data of the platform shows that in the first half of 2016, the overall share of medium and high-end smart phones (more than RMB 2,000) has reached 47.59%, an increase of nearly 4.38% year-on-year. The overall share of mid-to-low-end smartphones (1000-1999 metafile models) fell 1.17% year-on-year, and the overall share of models under 1,000 yuan fell by as much as 3.21%.

Another market research company GFK data also supports this trend. GFK's retail monitoring data on China's mobile phone market in the first half of this year shows that the growth rate of the thousand yuan machine market has begun to slow down, and the growth of mid-high-end market has exploded. The data shows that the sales volume in the price range of 2500~3000 yuan has increased by 111%, the sales volume in the price range of 3000~4000 yuan has increased by 70%, and the increase in the market with a new user base with a larger user base is 47%. This trend is not good news for LeTV, which depends on thousands of machines and cost-effective sales. Thousand yuan machine, cost-effective label curing, but also its future into the mid-high-end market obstacles, the current millet dilemma can be seen as a lesson in cost-effective approach.

V. Cooperative New Products or Thousand Yuan Machines, LeTV Requires Growth

Of course, the actual situation of the manufacturers and the market trend, the manufacturers must know more clearly than we know, all of the above, LeTV, Cool may not be ignorant. However, the Cool1 smartphone released at the 816 conference still continues the Le LiTV product's consistent marketing strategy, stimulating consumer demand for products with a price/performance ratio. This kind of strategy has both its helplessness in the current smart phone market and its accurate grasp of the preferences of the capital market.

For capital, relative to profit, it is more important to represent the growth rate of future development potential. Capital can tolerate unprofitability for a period of time, but it is unbearable that the growth rate is slowing down or not growing. The logic of capital is that cakes are bigger and bigger, and how can they be divided into groups? From the perspective of the current layout of LeTV, it can be said that in the next game, and the user base is the key to affect the size of the game to win. Therefore, it may not be whether products can be profitable and whether they can enter the mid-to-high end, but whether their products will promote the growth of sales growth and promote the accumulation of user bases.

PS: Speaking off topic

All the world’s encounters are long-awaited reunions. However, all the world’s rumours have become the prelude to the eventual finalization. Only the melons are deeply immersed. This point, in this year, LeTV and Coolpad’s shareholding changes, personnel changes are even more incisive. Every time Cool’s rumor has magically become a reality. In the cool music Leica 816 conference, the old Luo unexpectedly appeared on the scene of the conference, and then on the microblogging, it came out, "There is a Niubi high-end brand will join the Levision, implied that the hammer may join LeTV. Time, do you want to be happy and cool?

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