Jia Yue Pavilion is back, the future of Super TV is uncertain.

After the return of Jia Yue Pavilion, the share price of the music network rose. Le Network public relations staff to NetEase Technology, said: The stock price rose or because of bad, music will see future development in television, mobile phones, automobiles and other business led into the right track.

This may mean that the cloud of suspicion hovering over the video net for more than half a year has been scattered. Early last month, insiders said: "Disappeared" a long time Jia Yue Pavilion has returned to the company normal work. Prior to that, music also frequently released positive, announced the march into the automotive, mobile phones and other business areas.

Many people in the industry think that it is good to get rid of political rumors, as a commercial company, the ups and downs of the network should be given to the market.

However, for the music of the television, mobile phones, automobiles and other business prospects, many respondents expressed concern: Jia Yue Pavilion, although back, but le see to want to have a breakthrough in the main business is not easy.

The future of Super TV is uncertain

Le video Network announced recently: 2014 Super TV sales have broken 1.5 million units. Jia Yue Pavilion has previously said that--2015 plans to sell super TV 3.004 billion units, 2016 7.008 billion, and said that "three years to enter the television industry's first camp."

According to the Third party Research Institute data, 2014 annual television sales list, Hisense, TCL, Skyworth ranked in the top three, the number of 8 million, 6.5 million, 6.3 million units, Lok see 1.5 million Taiwan's sales ranked sixth. If Jia Yue's plan goes well, it will enter the top three of the television industry in 2016.

Just like the millet mobile phone by virtue of the Internet play, successfully killed into the fierce competition in the mobile phone industry and beyond the cool, ZTE, Huawei and other veteran handset manufacturers, as well as the Internet content and experience as a cut, to kill into the television industry and occupy an important seat.

The same as the Millet mobile phone, the same high price-performance line. The success of the Millet mobile phone has let the outside world see this the first account of the size of the profit-making game of subtlety. If the music can really win the television industry, the future with the growth of the marginal cost of the reduction, as well as the introduction of high-end models, can bring profit opportunities.

Music video mobile phone car three leg walk Jia Yue Pavilion talk about subversion still early
Jia Yue Pavilion has said, "Hardware three years not allowed to profit, this is our strategic loss." "In his plan, the other point of television's profitability is the opportunity for users to pay for video content as a portal."

So far, the cumulative sales of video TV has broken 1.8 million units (about 300,000 units in 2013). In an ideal state, each user pays 490 annual fee, a total of nearly 900 million yuan per year for music as a result of income. If television sales continue to grow, the figure will be even bigger. Even if a certain conversion rate is eventually maintained, it can bring considerable income, and it can be sustained annually.

Chinese users are reluctant to pay for content, but not necessarily on internet television. In addition, television advertising, the application of the store is also a good profit point.

However, before imagining the bright future, le will have to ensure the continued growth of TV sales. From 300,000 to 1.5 million, the secret of the music is that it has a lot of copyright content, holding 5,000 movies, 100,000 TV series, parent-child, sports programs also rich in the content of the music is more than a lot of opponents. This advantage accelerates the video terminal sales.

However, the executive branch of the Internet television industry, state news and publication Sarft, seems unclear about the way Internet video enters the living room through television. Last July, the video box was down and still not on the shelves today. Box policy So, whether television will be differentiated treatment, SARFT has not been able to. The TV wants to sell, and the future depends on the regulatory department.

The opponents of the music vision may also be millet. Although the latter 2014 years of television sales of only 300,000 units, but Lei chose the content end of the lien Way, and Archie Art, Youku reached a cooperation. Similar to the same end manufacturers like millet, if they can use a similar way to make up for the content of the short board, to reach the United Front, Lok-vision of the closed ecology will likely be challenged.

In short, whether the television can ride the dust, regulation, competition uncertainty is difficult to predict.

Mobile phones, cars, water is hard to stop near thirst

Millet play TV, music video play mobile phone. Millet play TV play but music, video playing mobile phone also must not be the opponent of millet. Genes are so, resources are so.

However, and millet active attack is different, the music video push mobile phone a bit defensive flavor.

Toy mobile car, Jia Yue Pavilion back and forth, the new video network, but there is no television. A TV-oriented enterprise for more than half a year not to release new TV, but to do toys, mobile phones, cars, Jia Yue Pavilion has his helplessness and difficulties.

In addition to relying on new concepts to hype the stock price, support cash flow, le Vision also does need a new line of business to make up for the video tv's empty window period for the outside world to tell a future.

Music video mobile phone came into being.

Many people doubt that the mobile phone industry, the Red Sea, a mixed bag, Jia Yue booth to do the mobile phone will certainly be able to do the English teacher?

In fact, the music in the TV and boxes and other products have accumulated a wealth of supply chain resources and experience, le-View mall has become a temporary outcrop of the electric business channel, the marketing team music network is also strong. As a result, the mobile phone does not start from scratch and will not be as clueless as the outside imagination.

Former Lenovo Group vice president, Midh China Business Department general manager Feng Jue arrival Perhaps more let music see mobile phone become reliable point. It is said that the research and development team of le-Vision mobile phone has reached more than 1000 people.

Jia Yue Pavilion recently in micro-blog frequently released mobile topics, music, Video phone's PR team has been recruiting, presumably mobile phone debut time will not be too long. However, considering the urgency of the cash flow, I believe that the music will not be compared with the price of millet, and will guarantee a certain profit margins, thus benign development. Of course, it is possible to continue the futures model, there is no market, in exchange for time to update the iteration.

Along with the mobile phone, the Lok-Vision electric car project is also under planning.

At the end of last month, Le saw released the stage results of car-building-The first Smart car UI system, this was interpreted by the auto industry as a prelude to the music-vision start-up plan, and Lu Zhengyu, head of the car business, said the company had plans to recruit more talent to strengthen the electric Vehicle project team, which now has about 260 people.

As you can see, Le sees the car as a long-term investment project. But it seems premature to talk of "subversion". Automobile and television, mobile phones and other electronic products, the structure is more complex, the requirements for technology accumulation is higher, and the car is a heavy asset model, the lack of money may not play the music.

"The internet is a joke, just a concept and hype," said BYD chairman Wang, who poured cold water on his music vision. The internet does not have the conditions to subvert (the car industry), even its own hardware devices are not changed, how can change the equipment of the car?

The only possibility is that they do not build cars, only with the car manufacturers, like mobile phone brands to Shenzhen to find a substitute factory.

In any case, the mobile phone and the car will not be smooth sailing. But as the prospects for the TV business are uncertain, mobile phones and cars give the Jia Yue Pavilion a chance to "subvert" the world. But can he break the industry's doubts?