Color TV and "cloud" climbing on the pro-cloud TV don't become "cloud"

Color TV and "cloud" climbed on the pro. Almost in the same period, several major color TV manufacturers in China have released "Cloud TV", after the internet TV, Smart TV, this is their another masterpiece. From closely follow the international technology trend, the domestic color TV manufacturer's pace is quite "agile", when Google, Apple put forward "cloud strategy", domestic "the world's first cloud TV" has been born, Samsung, Panasonic, Sony and other Japanese and Korean manufacturers also "humbled".

Manufacturers advertised "Cloud TV" with the Internet, QQ chat, on Weibo, search, 3D TV, games and other functions, you can achieve cloud space, cloud services, cloud assistant, Cloud browsing, cloud search applications. These features and applications affixed to the "cloud" tag, it seems to really like the wings, flying, so that people do not feel the mind. Watching TV, surfing the Internet, interacting with the game what are the essential differences between these so-called "cloud functions" compared to internet TV? Manufacturers claim that "cloud TV" lets TV no longer install any software, all applications can be stored in the "cloud" server to complete, and the previously announced smart TV "can install a variety of software applications." Compared to progress or retrogression? No one would think it would be backwards, and the likely explanation is that "cloud TV is an upgrade to Smart TV," but the technology upgrade seems to have come too soon.

Domestic manufacturers of the concept of the "independent innovation" ability and domestic and foreign market competition intensity is directly proportional to, but also reluctantly. From the first quarterly earnings of the listed companies that have been exposed to color TV as the main business, the net profit margin of Hisense Electric appliance is 1.97%, Sichuan Changhong is only 0.98%, Konka A is-2.3%, and the same time to white electricity as the main business of the United States electrical appliances, gree electrical appliances, the The net profit margin of Qingdao Haier is 2.33%, 5.43%, 3.22% respectively. The net profit margin of color TV manufacturers is generally lower than that of white power manufacturers, which is the result of brutal market competition, while concept hype is an important force. But the problem is that the domestic color TV market brutal competition has not let market share to the dominant brand concentration. Last year, China's color TV shipments accounted for 49% of the world, more than 100 million units, and not a few domestic manufacturers shipments of more than 10 million units, this year TCL's most optimistic estimate is 9.6 million units, which is already the highest in domestic brands of shipments estimated. And Samsung, Sony, Panasonic, LG, Sharp and other Japanese and Korean manufacturers each year shipments in most of the 15 million Taiwan ~4000 million, and has to Samsung, LG and other Korean brand concentration trend.

Another example can also support the importance of doing large-scale. It is estimated that the global air-conditioning demand for about 100 million units this year, and Gree, the United States, Haier 3 shipments may exceed 60 million units, accounting for global shipments of 60%. Apart from the other factors, from the point of view of scale, we may understand the reason why the net profit margin of white power manufacturers is higher than that of color TV companies.

By Google, Apple triggered by the global consumer electronics industry revolution, is all color TV manufacturers can not be avoided, and actively follow the latest international technology trend is also necessary. However, if blindly follow the strategy, parrot, enthusiastic concept hype, the long-term development of China's color TV industry is not beneficial. Compared with Europe, America, Japan and Korea manufacturers, the advantage of China's color TV manufacturers is to create ——— is to open up the industrial chain of high-end manufacturing, rather than simple assembly processing. In fact, in the Global Consumer electronics industry Division of labor, China's color TV manufacturers face two opportunities: one is that Japanese manufacturers will gradually fade out, including color TV, consumer electronics manufacturing business, providing us with the opportunity to fill the market; second, European and American manufacturers will also exit the hardware manufacturing areas, such as IBM, HP has stripped or is about to divest personal terminal business, Google, Microsoft can not directly intervene, this is our opportunity to undertake. For domestic color TV manufacturers, on the one hand, we should actively take the global consumer electronics manufacturing to China to transfer the strategic opportunity to improve the quality of manufacturing; On the other hand, we should actively seek the opportunity of global mergers and acquisitions, open up the development model of extension-type, bigger and stronger main business.

(Responsible editor: The good of the Legacy)