Millet Wisdom Home platform of the first short-term evaluation of neutral

Millet yesterday launched the TV 2 with its first tablet. In my opinion, this is a step of the millet brand jump, but also lei for Millet to build a smart family of the key step, the platform of Millet temperament has begun to show.

However, in the short and medium term, I can only give it a neutral rating. Or, in the short term I do not care about Millet wisdom home platform process. Listen to me.

Millet mobile phone brand has been gradually, the industry chain has a good right to speak, and even formed a capital market concept stocks. However, a mobile phone only millet, there will be no real future, its effect will soon be inhibited:

First, fierce competition, the next two years of local smartphone saturation; two days ago, after a survey in China, Morgan Stanley analyst Katy Huberty said in an investment report that the decline in demand and the rise in supplier inventories are the current portrayal.

China's mobile phone shipments increased 37% in the last quarter, according to IDC, but Chinese officials say the demand for new machines is down 9% over the same period.

Millet internationalization has not really opened the situation, need a process. In particular, it must first eliminate patent risk. If all is allowed to ferry, it may be detrimental to its profits;

Oh, Lei and Mingzhu bet, although it is a gimmick, but he also had to work hard to achieve their own shouting goals AH.

Second, the lack of more abundant ecological system support. Based on the mobile phone of millet, its platform will be very thin, and then years to meet the top, millet must quickly build a more growth of the platform services;

Third, millet must show more imaginative space. This is the business appeal, but also the overall value of millet demand. Although the listing is early, but Lei must face, advance layout.

I have written before, the millet router, the implication of millet for the wisdom of the family's long-term layout intention. I am very optimistic about its action, television, tablet involvement, can let it build a complete system. So far, it has launched mobile phones, boxes, televisions, routers, and tablets. If a multiple-screen terminal to see, only the PC end is not covered, in fact, the tablet can fill some space, in fact, I do not care about millet as a notebook.

However, in the short to medium, in the wisdom of the family level, I can only give millet a neutral evaluation. The reasons are as follows:

First, the wisdom of the home platform, the frequency of the product line and the smartphone is not the same, in addition to mobile phones, with a bit of durable characteristics, some products such as television purchase behavior and mobile phone or there is a certain difference.

Moreover, this part of the product not only by the macro-environmental impact, will also be subject to the popularization of telecommunications infrastructure.

Second, the wisdom of the family must have platform support, millet wisdom family business, now still do not see the core of what is the basis.

Many people around a single product to explore performance, I saw the millet mobile phone and remote integration. This is a good trend. It can centrally control each product line. Many people think that TV is the core of the smart home platform, I do not feel so, because your fingers can not be manipulated on the television screen, the lack of interaction with the user more involved in the ordinary remote control, the fundamental role. I think the mobile phone and the remote, or more innovative independent control platform-perhaps not the form of remote control, will become the core basis.

But now the action of Millet is only a stopgap measure. Before I see the innovation, I think the millet Wisdom home platform is just a shelf.

Three, millet application is still lack of more support. Many people think that the millet mobile phone application A lot, directly copied over not? That's not what happened. The tablet is fine, but the TV application is not the same, it is more pay attention to video, home characteristics, but also to meet the user's operating habits. There are not many apps that really fit the TV platform.

Up to now, the function of Internet TV, still focus on "see" level. The so-called "play" TV, "use" television is mostly a gimmick. As a result of the development of TV applications, as well as the commercialization process, beyond the millet mobile phone many areas, short-term millet TV, but also can only be sold in hardware form, perfect service is not yet.

Just said brand expansion, did not start. Millet does have a brand expansion of the conditions, can be moderately related to multiple, but in the short term, the wisdom of the family can not bring the benefits of the outside, the Millet brand is also facing overdraft. At the marketing level, I don't want its product line to be like a mobile phone sprint, otherwise dispersed too much, will not have much effect, but also may drag the handset business.