2014 Domestic Intelligent Machine: Lenovo, Huawei, millet pillars

Absrtact: 2014 Domestic intelligent Machines: Lenovo, Huawei, millet pillars millet in the past two years, the volume of shipments has increased by one order of magnitude, currently has not shown signs of decline in growth. The first half of the strong shipments increase let lei continuously increase the annual shipments

2014 Domestic Intelligent Machine: Lenovo, Huawei, millet pillars

In the past two years, millet shipments have increased by an order of magnitude, and there is no sign of a decline in growth yet. Strong shipments in the first half of the year let Lei continuously increase the annual shipping expectations. By the end of this year, the number of millet mobile phone shipments will be second only to Huawei, Lenovo, together to form the first echelon of China's smartphone manufacturers. In view of Huawei and Lenovo relatively high overseas market share, millet in the domestic market has the opportunity to sit two look one.

Millet 3 passable, ARPU drop, the impact of high-end difficulty increased

(The above figures are based on some market public data and may have some errors)

Shipments continue to climb, Millet mobile phone customer unit price has dropped. After the red Rice mobile phone release, the user buys the Millet handset unit price to drop four consecutive quarter, the year-on-year decline one-third. After the cumulative price adjustment 500, millet 3 can still be bought directly on the official Internet, and the red Rice mobile phone since the release need to make an appointment and snapping. As the average purchasing power of users declines, the next year if there is no significant adjustment to the product line, Millet may miss the same growth in the smartphone market of more than 2000 yuan. Huawei, Oppo and Hammer are the main players in the 2000-3000-yuan domestic smart-machine market.

Millet user Network Active degree is high, MIUI is still the core asset

According to the data provided by the Union, in the past 1.5 of the time, millet full range of equipment activity doubled, the current millet mobile phone activity is equivalent to the sum of Chinese cool, reflecting the MIUI users of the higher app usage and retention time. But millet 2S and red Rice's strong performance also from the side reflects the millet 3 growth is not satisfactory, millet also did not in April Rice Noodle Festival on the release of the improved type of millet 3S. The next generation's flagship 4G LTE will be released from August to September, and millet 3 may be seen as a passable product in the future.

Millet layout can not stop at all, MIUI Organic will become the next platform level entrance

The release of new millet products has accelerated over the past year, suggesting that Lei did not position millet in smartphone makers. Millet TV, small router and millet plate show the possibility of millet into intelligent home, internet of things and streaming media content industry. iOS 8, released on WWDC, integrates a wide range of application-level functionality into the operating system level. At the end of this year MIUI and millet users will break 100 million, MIUI may become the next platform-level mobile traffic portal.

Millet is still worried under the investment line, light assets is still lei preferred

Operators are only the official line of Millet channel, China Mobile April's network brand data (1.754 million, the first domestic brand) that Millet has become the main carrier collection models. Millet still does not have any plans to build a free line under the channel, and the ever-expanding millet home is mainly used as a marketing venue for aftermarket. Millet family and customer service staff expansion faster than authorized service center expansion speed a lot, suggesting that millet is more inclined to users to use the increasingly developed logistics system to send mobile phones back to repair.

Hundreds of billions of dollars is not a dream, but the problem lies ahead

The company's valuation, which has grown 10 times-fold in two years, has been seen as one of the most energetic players in China's Internet after bat. Lei in this March, said the two sessions, Millet will not be listed in five years. Although Lei has repeatedly reneged on the "bad record", but given that Alibaba this August after the listing of the capital market may usher in the low tide, the millet market at least until after 2016. In these two years, Lei needs to tell a story about the grand border, which not only has millet itself, but also millet and bat, especially the border of Tencent. But the first thing to be solved before this is the current public relations crisis between millet and music, as well as the controversy behind the content.