Is Xiaomi's inflated valuation bubble going to break?

These two days spit groove millet is too much, compared to three years ago when the rice 1 was born, the industry applauded, now the rice 4 out, questioned sound one after another. Xiaomi's success is a big part of the reason that it has been the media's favorite for the past three years, and this is one of the key factors that some handset makers want to replicate the Xiaomi model but fail to succeed, without the exposure of Xiaomi and the user who knows what you are.

The importance of product exposure we all know, in the past the crazy pursuit of public opinion, so that millet market value all the way up, as of this year 3 months, has been held to a high of $ Million. If the Millet valuation of hundreds of millions of dollars, without a little water, no one believe, but if the public opinion of the darling, millet valuation soared to Hundreds of billions of dollars will be sought after. However, now the wind changes, public opinion on the question of millet began to spread, Xiaomi mobile phone no longer have outstanding cost-effective, some rice noodles began to feel disappointed. Lost the popularity of public opinion, Millet has been with most of the domestic mobile phone products.

Rice 4 is crazy spit groove millet phone myth end

In the past two years, Xiaomi has given the market too much anticipation, and now the mobile phone market has been to the development bottleneck, new product homogeneity phenomenon is serious, and new products and the difference between the previous generation is getting smaller, compared to meters 3 and 4 can be found, Xiaomi mobile phone in the configuration has no room for innovation, so in the 4 Press conference, Lei June also no longer emphasize how outstanding millet configuration, but play up the steel art of hanging fried days.

The higher the expectations, the greater the disappointment, as a benchmark brand, the industry wants to see the amazing millet mobile phone, but the surprise no longer, the feeling of disappointment at any time spread. In fact, the rice 3 is a failure of the product, not only sales less than 2, and the product itself is widely criticized, rice 4 Although the appearance of the product has made considerable improvements, But the bright spot is insufficient, the public opinion why still want to continue to chase millet?

It is not difficult to imagine that Millet 5 will also be a golden mean, because the entire domestic mobile phone market into the bottleneck period, the current mobile phone configuration has been fully sufficient, simply continue to upgrade the configuration of little significance, mobile phone innovation needs to appear in the technical outstanding functional innovation.

6500 million MIUI user real value than mobile phone assistant products

Lei June said,MIUIalready have6500million activated users, howeverMIUIthe actual value may not be compared to the mobile phone helper class products. There is no denying thatMIUIThe system really works, but the system is not good for the revenue capacity, although in the last Amonths, Millet claimsMIUIThe number of users of the system exceeds themillion people, through theMIUIsystem-installed apps, downloaded games, and set themes make their monthly revenue490million dollars(RMB equivalent themillion Yuan), but it is difficult to find millet in the statistics of mobile distribution data of various consulting organizations.

　　MIUI The value of millet to the distribution of revenue capacity, and millet distribution strength is not strong, MIUI of the 6500 million users are not outstanding, according to the Financial reports show that the use the the total number of mobile phone defender smartphone users the years 3 Month to record 5.38 billion.

Use your system, do not necessarily use your app, most people will take an app as the entrance, but few people will take the system as an entrance,MIUI system Fate is more embarrassing.

Millet bracelet can only be used to disrupt the space without imagination

Millet bracelet Price is very impact, but the price can not only kill a lot of hand ring players, but also kill millet bracelet itself.

Bracelet products are the selling point is to monitor the quality of sleep or sports conditions, only really care about sleep or sports people will buy a bracelet to use, these users buy is not the bracelet, but the quality of life, so willing to pay high prices to buy a product that is not strong.

Millet hand Ring Sell yuan, instantly pull down the use of the band group of Bands, go out with a millet bracelet will not let people think that forcing lattice soaring, but will be affixed to The label of low goods.

However, for Xiaomi, own enough cock wire users, as the mobile phone accessories used in the million-dollar bracelet to sell, enough to make millet small earn a sum. However, the hand ring product stall is relatively small, there is not much space for imagination, can't afford to support Xiaomi billion dollar valuation.

MI Routing smart home in the Arabian Nights

After Xiaomi introduced intelligent routing, the talk about Xiaomi control smart home was rampant. Smart home market and smart phone market no ratio, mobile phone update frequency in about 2 years, and home product update frequency in 5 years or so, mobile phone is the life must goods, not to change, and home products with 10 years does not change is also common. Because, for a high-priced smart home just let life become more quality, do not change also can live good, so, give me a buy smart home reason.

Of course, if the smart home also sold to the price of cabbage, at least like the current regular home appliances prices, perhaps I will consider, but this has to wait a 35 years, and 35 years later, Millet is still not good to say, so Xiaomi Intelligent routing is only a good router, away from the control of the dream of smart home is still poor far, Very early.

The public opinion loses millet will have no superiority to say

The public opinion can achieve millet, also can drown millet, in the past, the popularity of public opinion, Millet is the biggest advantage, and now Xiaomi began to appear in the signs of public opinion. The media has been tired of the excessive packaging of millet, a common stainless steel, it must be made to make people dizzy austenitic 304 Stainless steel, really put rice noodles when brain residue.

Today's mobile phone market demand into the bottleneck, and Xiaomi mobile phone product development has not highlighted the progress, which exposes the millet soft rib, on the other hand, now Huawei, ZTE, Cool, Lenovo and other mobile phone products have begun to pose a direct threat to millet, millet all is based on the mobile phone market dominance, if Xiaomi lost in the mobile phone market, Other tablets, TVs, routes, and hand loops will fall apart in an instant.

Public opinion and mobile phone bottlenecks, will become the help of the burst millet, and really want to puncture millet imaginary high valuation bubble, but also to see the performance of the competition.

Wen / Wang Liyang

Focus on the public number: technology does not spit (tucaokeji)