Summary: SARFT sticks under the swing, to subvert the attitude of the music, to earn eyeballs at the same time also provoke to doubt. This Monday, le Video network announcement, because the plan non-public issue stock matters suspension. The 26th of this month, Le Vision has just been a super TV to dismantle the testing
SARFT stick under the swing, to subvert the attitude of the music, to earn attention at the same time also provoke to doubt. This Monday, le Video network announcement, because the plan non-public issue stock matters suspension. This month, 26th, le Vision just carried out a "super TV" disassembly test, to answer the industry's questions. "In fact, the impact of the box is very small, the real (affected) or his super TV." Internet analyst Wang Gang said that the video box is not its real terminal, but the birth of so-called "super TV." This is the new main line of Chinese TV ecological Circle competition. In the first half of this year, television industry suffered a negative growth in size and profit for the first time. Nature, from Google, Apple to Love Qi Yi, millet, Alibaba, from Haier, T C l to Skyworth ... Domestic and foreign TV manufacturers, it enterprises, the living room for the battlefield, launched a new attack. Recently, the South reporters in Guangzhou, Shenzhen, Foshan and other random distribution of questionnaires, nearly 70% of consumers to "buy Internet TV" expressed a better expectation.
Question 1: the integration is not high and quality has no problem?
26th this month, the company held a "lungs lung test" super TV nationwide public testing activities. The S50A IR full edition and the Ronaldo custom edition are removed. After opening a few large slabs, including the motherboard, FR C Board, backlight drive Board, electric board. Outside doubt, s50a IR circuit board too much, integration is not very high, quality will have a problem? To this, the music engineer Jiang Strong response said, the circuit board divided into several pieces, you can achieve the interchange between different models, the integration of high and quality does not have any relationship.
Another typical sound is that the video circuit board used in the capacitor is electrolytic capacitor, this is to save money, will not affect its life? From the field demolition experiment, the video Super TV power board is really using electrolytic capacitors, is the Taiwan Jinshan brand FL series capacitor. "The life span of this accessory can be as long as 46,000-58,000 hours, with the TV watching 8 hours a day for 15.7-20 years." Chiang strongly explained that this is mainly because the existing solid-state capacitors are not up to the power supply board pressure requirements.
Question 2: Is production cost commercially confidential?
But doubts are not entirely dispelled. South all reporters learned that Le s50a ir 2D ronaldo football version of the price is currently 1999 yuan, bundled two years of service fee of 980 yuan. is the price so low that the quality of the hardware can be guaranteed?
Le Vision T v Senior Vice President Peng Gang said the production cost of commercial secrets, unable to answer. South all reporters learned that the S50air 2D version of the use of Innolux Group of soft screen, 3D version of the use of LG Hard screen (mall website sold) and Innolux Group of soft screen (other channels sold). Group Intelligence Consulting Research director Li Yachen said, 2D version of the 50-inch Innolux Group of soft screen module price of 240 U.S. dollars, and about 1500 yuan, according to the module to occupy the total cost of 65%-70% to estimate the production cost of about 2100-2300 yuan. Due to the scale effect, the industry costs in general around 2000-2300 Yuan, from the current shipments of music view, the price of 1999 yuan is not enough to cover the cost.
In addition to other aspects of costs, such as freight, music, according to said, from the factory to the warehouse, from warehouses to the warehouse, the average cost per television sets of more than 150 yuan. "Roughly calculate down, 980 yuan service fee just can cover to various inputs, the profit does not think of." "Li Yachen said.
According to the results of the report, the 2013-year terminal cost of 20.6343 million yuan, and the first quarter of this year, the terminal cost rose to 47004 950,000 yuan, accounting for the total cost of the proportion of 58.52%. In the face of the sudden increase in terminal costs, the first quarter of the operating profit also slightly dim. Total profits were 43.7713 million yuan in the first quarter, down 46.75% from a year earlier.
Question 3: What is the profit on Internet TV?
"TV net interest rate may be 10%, now up to 5%, most manufacturers sell 10 million TV sets every year, the profit is basically balanced, the intelligence does not bring them benefits, they set up software centers, research departments, technology centers, become their burden." Archie, Vice president Chiyo, director of the Internet division of art, has said that with the development of intelligence, the TV industry gross profit margin will be reduced to 15%.
For now, China's Internet TV market in the music, millet to take "shipbuilding" mode, by themselves to build the entire "Platform + content + Terminal + Application" of the closed-loop industrial chain Ecological circle, and T CL, Skyworth, Konka and other traditional color TV enterprises have selected "Cross-border cooperation." Lu Xianbo, Deputy Secretary-General of the China Electronic Chamber of Commerce, said that so far, the Internet television production model succeeded only after Apple and Google, the domestic enterprises lack of sufficient user base and brand appeal, it is difficult to support such a large ecosystem alone.
But once this system is done, precision TV ads, segmented video content fees, TV games, TV shopping and other services, will become the future of color TV industry's main profit source. "Allwin Consulting (A V C) Retail Research Division analyst Wang is analysis.