Yu Chengdong: Most Chinese smartphone makers disappear in the next 5 years

Very many domestic counterparts in addition to Qualcomm to pay royalties, not to any patent holders to pay royalties. This kind of market is very unfair. It is also unfair to Huawei terminals. "Huawei Terminal Chairman Yu Chengdong recently received a visit to the south to continue the" big mouth "natural. "Domestic terminal counterparts must set aside at least 10% per cent of sales revenue to cover patent fees other than Qualcomm." But their net profit can be as little as 10%.

"means to pay the patent fee once in full. The competition will face a large-scale loss situation.

Yu Chengdong insisted. The next 5 years. Most smartphone makers in China will "disappear from the Earth". Only the top three talents survived.

This year, Huawei estimates that it sells 80 million smartphones. Yu Chengdong revealed. Huawei will ship more than 100 million smartphones next year. And in the high-end market with Apple, Samsung showdown.

　　Choke the industry: not pay royalties unfair

This week is the first anniversary of the "Glory" of Huawei's Internet brand.

Liu Jiangfeng, president of Huawei's Glory business unit, revealed that the number of glorious mobile phone shipments has exceeded 20 million, with sales of nearly $3 billion ——— and 2013 years. Glory mobile sales are only $100 million.

Liu Jiangfeng revealed that the next year's glorious shipment volume is expected to double to 40 million, sales growth to $5 billion.

Huawei Terminal Chairman Yu Chengdong in advance "explosive material": 2014 years, Huawei consumer business sales are expected to exceed $12 billion, compared to $9 billion last year.

In the third quarter of this year, Huawei sold 15.9 million smartphones worldwide, with a market share of 5.3%, up 0.6% from a year earlier, according to the latest data from Gartner, a foreign research firm. Shipments are second only to Apple and Samsung. Xiaomi followed. It sold nearly 15.8 million units in the third quarter, up nearly 3.4 times times over the year, with a market share of 5.2%, compared with just 1.5% in the same period last year.

Facing the rise of millet. Yu Chengdong choke channel "by marketing, by speculation only can be temporary." More emphasis on "Huawei has tens of thousands of patents, but also has a very many cross-patent licensing." But it still pays a lot of money to other patent holders every year "and the" peer "pays royalties only to Qualcomm" the market is very unfair ".

Recently, Xiaomi was sued by Ericsson for patent issues. For now, Delhi's High Court has just agreed to sell Xiaomi's red-rice 1S, which is using Qualcomm processors, and the red rice note, which was just listed in India earlier this month, cannot be sold. Ericsson has a clear-cut: Xiaomi sold to India's mobile phones must obtain Ericsson patent authorization. The Oath and millet dead knock.

"There's no medicine in the world, there's no remorse."

At the time of Huawei's Glory "years", colleagues are also in the plotting layout.

This Monday, millet and the United States of the speedy marriage. In the future, the two sides will carry out in-depth strategic cooperation on smart home, e-commerce business, innovation investment, etc. two days later, Qihoo 360 and Cool Group announced the announcement, the two sides reached a strategic partnership, 360 investment 4. $9.5 billion to set up a joint venture with cool. 360 Chairman Zhou 祎 high-profile announcement. "I'm going to the south to do my cell phone."

The interesting thing is. Two years ago, when the need to find a breakthrough in the mobile internet sector, Huawei and 360 "taxicab", joined forces to push the "special machine" ——— Huawei Shine. But the 3,604-side attack, and Huawei has always been low-key style inconsistent, the project after a few months abortion.

"Our personal relationship with the old week is very good. But at that time, the management of two companies on the Internet, e-commerce, the perception of the difference. Very sorry. The two of us have stopped working together. There are all the medicines in the world. is no remorse medicine.

We all want to be in the mobile internet era, can occupy some of the entrance. ”

In Yu Chengdong's view, there are only three or four surviving markets in the future, and there are now many regional brands that will no longer exist.

"There have been a number of companies in the aircraft industry. By now. The real scale is only Boeing and Airbus two. The future of global, scale mobile phone manufacturers, can survive is also a few, we hope that Huawei Terminal can become a few surviving companies among the one. ”

Yu Chengdong: Most Chinese smartphone makers disappear in the next 5 years