Smart-phone mergers or acquisitions will come: BlackBerry HTC for Sale

If you do not hold a group of heating, looking for a powerful combination of the road, almost all mobile phone manufacturers will be in the shadow of Apple and Samsung struggling ... Tencent Technology Crown October 12 reported that the world will be divided into a long time, put into the industry, this change of the cycle faster. The last wave of mobile phone industry consolidation took place before 2007. Under the powerful offensives of Nokia, Motorola and Samsung, the poorly managed first batch of mobile phone bosses were beaten to the beat, including Siemens, Ericsson, Philips, Alcatel, and many other mobile phone manufacturers, or to sell or retreat, leaving the mainstream stage. After the iphone and Android became the new trend, industry began to tilt to the smartphone platform, although the surface is slightly calm, in fact, the new and old mobile phone manufacturers in the intelligent era of different strategies and reactions, has foreshadowed the industry will be further integration of the outcome. As Nokia and Motorola have been acquired, history is reborn again and someone has to say good-bye. According to market statistics, Apple accounted for 69% of the global smartphone market in 2012, and Samsung got the top two of 34%--to add more profits than 100%--, which means that other handset makers ' profits in 2012 were negative. This deadly data directly accelerates the pace and likelihood of industrial integration--if you do not hold a group to keep warm and search for a strong coalition, almost all handset makers will be struggling under the shadow of Apple and Samsung. BlackBerry: A product on a shelf if there are beneficiaries of the 911 incident, the BlackBerry is one of them, though they have been reluctant to admit it. The disaster made BlackBerry's call security and security stand out among other competitors, and the BlackBerry's share price rose in line with the brand's influence in the next few years, up to the peak in 2008. But then, the market share and share price of BlackBerry plummeted as a result of the miscalculation of market changes. Now that the BlackBerry is out of product to the system, the remaining 2.6 billion dollars in cash is almost the most valuable asset (as of August, it is estimated to have spent a lot), the legendary "Poor only money" is the status of the BlackBerry now. After falling to the bottom, the BlackBerry tried several times to save himself without success, leaving only one road to prostitution. At present, major shareholder Fairfax and BlackBerry signed a paper purchase "Letter of intent", the total value of about 4.7 billion U.S. dollars. But both sides have not finalized the decision, the official argument is to wait for the review, in fact, may be in mind. The BlackBerry should want to Fairfax a price first, then see if there are other bidders, and for Fairfax, their biggest problem may be the lack of money. If you can't get the money you need for the acquisition, Fairfax will not be able to complete the acquisition. Second, the Fairfax also needs to reassess the BlackBerry's value throughout the review process. At present, the stock price of BlackBerry has fallen below the intention to buy prices, do not rule out the possibility of Fairfax. BlackBerry also keeps coming out of other acquisitions, even including splitting it up and selling it to different buyers. The split is a BlackBerry unwilling, but the situation is forcing, in the end it is likely to come to the end of the divided. As the BlackBerry part of the business involves security, if the split is acquired, the eventual buyer may also be restricted to the North American mainland. This is a possible list of Google, Intel, Cisco, Oracle ... If the BlackBerry insists on not dismantling, once the Fairfax acquisition fails, other potential buyers, the most likely is a few private equity and consortia. Because any enterprise, whether mobile phone or other, it is difficult to buy the BlackBerry as a whole "bad assets." HTC: Wang's willpower over the years, it is almost impossible to tell what will happen to HTC. They can suddenly be out of stock when the new machine is best selling, or they can spend 12 million of dollars on small Robert Downey as a spokesperson. In recent years, HTC chairman Wang has been stressing that the company's problems are marketing, not other. But is it really just marketing? such as fish drinking water, lengnuanzizhi, this problem, perhaps only the HTC people themselves clearest. Rumours of the sale of the company began to circulate after the stock price fell and the market shrank. To tell the truth, compared to the BlackBerry, HTC better sell, the Taiwanese enterprises, whether products, culture or market, there are still can exert force. Also so, HTC seems to be selling and not selling between the tangle, one industry personage said HTC will not sell, mainly depends on Chairman Wang. And Wang this person, is easy to refuse to admit defeat. When the establishment of Granville, from the rival to Intel to the end of the market marginalization, Wang see the It field of Poyun treacherous tide ebb and flow. Now the glory of the Wang is still in the hands of the hand, for the power of the first world of HTC, the Sell-off may not be Wang's first choice. The latest rumor is between HTC and Lenovo, a careful analysis that may not be groundless. For HTC, the mainland market is the key to their own redemption for some time to come, so if the company's deep co-operation and even sales, Lenovo, ZTE and other domestic manufacturers are potential targets. Earlier in the interview, Wang said that he believed in Christianity, more did not talk about the crisis, but to speak of humility, accumulation, self-recognition of these clouds of light wind words. Although there is a father of the same entrepreneur, Wang stressed that the mother has more influence on herself, "What I learned from my mother is that I can start all over again at any time." "Don't look at the stock price, do not change the CEO, this is the Christian believer Wang current choice." In this tide, HTC lags behind, as for whether it will sell, it depends on whether Wang will be able to withstand more turmoil, and to awaken the strength of the company to fight again. Japanese manufacturers: Exit is easy to sell. According to the market research organization MM Release report, 2012 Japan's smartphone market share of the top five were: Apple (35.9%), Fujitsu (13%), Sony (12.2%), Sharp (11.9%), Samsung (8.5%). Outside Japan, the global market share of the entire Japanese legion has been declining year round, with the latest data being the 3.7%--of the 2012 if aIt would be even more embarrassing to push the internationalization of Sony. Japanese mobile phone manufacturers "Chengye defeat Xiao", this Xiao is Japan's several major mobile operators. In the past, the Japanese mobile phone market has been followed by "operator customization-the production of mobile phone manufacturers" model, as long as the production of products that meet the expectations of operators, there is no worry about the sale of channels, as well as high subsidies. The Japanese manufacturers almost all stood behind the operator, the days were warm and comfortable. Later the Times changed, with the iphone as the representative of the touch of smart phones to maximize the power of universality, Japanese operators found that customization more and more difficult to adapt to user needs, the entire market began to the general design of the smart models open arms-just this year, Japan's largest operator NTT DoCoMo announced the introduction of the iphone 5s and the last fortress was breached. Customization in the Japanese carrier strategy, the decline in the position of direct impact on the Japanese mobile phone companies shipments. In the absence of a clear global strategy, other Japanese manufacturers, with the exception of Sony, retreated almost all their territory. In the foreseeable future, in addition to Sony, other Japanese phone manufacturers, are facing the issue of resale or exit. Almost all Japanese handset makers are not mere mobile phone companies. Sony, Sharp, Fujitsu, Panasonic, NEC, and even earlier Toshiba and Mitsubishi, all have bigger and more important business. Mobile phones are far from a matter of life and death to them. Withdrawal or selling is but a strategic choice for the group. The only embarrassment is that several Japanese manufacturers of mobile phone business, are "not too good to sell." Unlike Motorola, Nokia and BlackBerry, which has a patent or market user base, Sony's Japanese manufacturers are almost all Shang in the local market, and the phone is a strong Japanese style in design craftsmanship and even philosophy. Every company that wants to buy a Japanese handset maker will ask itself a question: What do you buy? Although Japan is still the world's fourth-largest smartphone market, people here are becoming more and more fond of using the iphone. Domestic manufacturers: Huawei ZTE Mobile phone business has the independence of the past few years, domestic smart phone manufacturers are fierce. In addition to its own efforts, it has benefited from the explosive growth of the Chinese market. However, with the end of this wave of machine-changing tides (of course, it is not until the end of time, domestic handset manufacturers will be in a more embarrassing position: adhere to the lower price line of mobile phone companies, there will not be too many changes in the short term, but in the long term, days may be more and more sad, do not rule out a few rounds of low-cost, a large number Adhere to the brand of internationalization of development, such as Huawei, ZTE, are hoping to brand in the Western market, and this more rapid approach is to buy an influential peer companies-about Huawei, ZTE may buy BlackBerry, HTC and so on. Huawei's chances of acquiring other handset makers are slim. The first is corporate culture, and Huawei is less likely to integrate quickly with other foreign companies in particular. Second, the acquisition of the consumer sector is not Huawei's established strategy. And just recently, Huawei director Chen Lifang said at least fiveThe company will not consider any major acquisitions during the year. ZTE is more likely to engage in acquisitions than Huawei (but also limited). ZTE has been keen to enter the high-end High-margin mobile phone market, and ZTE's interest in the consumer market is higher than that of Huawei. There seems to be more fit between ZTE and HTC if you choose to partner with high-end handsets. Another one is millet. With the rising valuation, millet will be listed after a large amount of money, and has been positioned with the low-end market millet and red rice mobile phones, if to penetrate to high-end, the acquisition is also a possible choice. Another potential proposition is the independence of ZTE and Huawei's handset business. There's not much news, but in the long run it's really possible. Huawei Terminal is originally a wholly-owned subsidiary mode of operation, and later in the integration into the three major business BG one. Since then, Huawei has been repeatedly discussing and anticipating the independent operation of the terminal, especially the handset business. On the one hand, Huawei Tob brand is not suitable for the consumer market promotion (Huawei has discussed for the mobile phone business to apply for new brand logo), in addition, from the company's culture, internal decision-making and resource coordination, look, The establishment of independent subsidiaries seems a better choice than a flexible consumer market. For ZTE, they face a similar situation to Huawei, which has also revealed concerns about the operation of its mobile phone business as a stand-alone subsidiary.