The rise of nanometers

March 1st.

Xiaomi couldn't wait to launch its own mobile phone. With a cost-effective price of 1,888 yuan, it instantly set a new low in the price of domestic mobile phones.

The reason why this price is so low is because the parts of domestic mobile phones are highly localized, and the domestic mobile phone camp has a very high proportion of independent patents. Even patent trolls Nokia and Qualcomm have nothing to do with domestic mobile phones.

In terms of 4G communications, which is currently popular around the world, Huang Xiuyuan's patent layout in 2008 has gradually shown its power.

Domestic 4G communication licenses have been officially issued to the three major operators this year. In fact, around October last year, the 4G Communication Development Alliance formed by Suiren, Huawei, ZTE, and Datang cooperated with the three major operators to provide 4G communication licenses nationwide in 12 cities to carry out comprehensive trials of 4G communications.

Currently, Suiren holds the most, most comprehensive and core patents in 4G communications, and is even compatible with some future 5G communications patents.

According to the 4G communications industry research report of the International Communications Association at the beginning of this year, the 4G patents currently held by Suiren account for 37.6% of the entire 4G patent library, ranking first among the world's major communications equipment manufacturers.

The second place is Huawei with 16.5%; the third place is Nokia with 14.6%.

Then there are Qualcomm, ZTE, Ericsson, Apple, Samsung, Datang, Motorola, Alcatel, Siemens, LG, etc.

These companies occupy 99.43% of the patents in 4G communications, while the four domestic communication equipment companies collectively occupy 61.27% of the patents.

Qualcomm and Nokia have nothing to do with domestic mobile phones, and they haven't realized that Suiren is already seizing the core patents of 5G communications. When they climb out of the 4G pit, they will find that there is an abyss ahead.

Although Suiren has a huge 4G/5G patent, it does not produce communication base station equipment itself, but licenses it to three other domestic manufacturers.

This situation caused Nokia and Qualcomm to fall into a very passive situation when facing the Suiren system.

Since domestic semiconductors, mobile computers, and servers all use the Suiren system and have a special model of group patent sharing, Nokia and Qualcomm have no way to bypass Suiren and Huawei, ZTE, and Datang and charge other manufacturers separately.

In the recent base station bidding of the three major operators, Nokia, Ericsson, Siemens and Alcatel won the bid for about 38% of the share. This is a kind of swap.

Because in the Xizhou Alliance’s 4G bidding, Huawei, ZTE, and Datang also won about 42% of the bids.

As for 4G base station contracts in other parts of the world, everyone depends on their own abilities.

In fact, if there were no patent barriers built by Suiren and Huawei, ZTE, and Datang, Qualcomm alone could increase the cost of mobile phones by 3.5% to 5%.

Because Qualcomm's patent fees are sold in bundles, as long as you use one of its patents, it requires you to pay all 2G/3G/4G patent fees, and the price is 3.5% to 5% of the sales of the whole machine.

The Communications Alliance, led by the Suiren Group, used patents to fight back. If you dare to charge the patent fees for domestic mobile phones, I will also take them back.

Although Qualcomm has a huge advantage in 3G communications, the problem is that they are being suppressed by Suiren in 4G communications. Unless Qualcomm no longer wants to sell 4G chips and communication modules, there is no way to collect patent fees from domestic mobile phones.

3.5 to 5% is such a high charging ratio. The profit of Xiaomi 1, which has just been launched, is only about 14.6%. If we follow this standard, it is basically one-third of the profit.

Add in the fees charged by companies such as Nokia and Ericsson, and 60 to 70% of the profits of a low-end mobile phone are eaten up by them.

At present, the Communications Alliance and foreign communication equipment manufacturers have reached an agreement, such as Nokia's patent fees. Since Nokia's mobile phone business is still struggling, the two parties have exempted each other from patent fees.

Ericsson is 2 Chinese yuan per unit, and Qualcomm is also mutually exempt.

…

The launch of Xiaomi Mi 1 mobile phone seems to have stirred up a hornet's nest.

Other domestic mobile phones have reduced the prices of old models while launching models with new configurations.

There is also a wave of upgrades for tablets, laptops, and desktops.

Under this circumstance, the domestic sales of Samsung, Apple, Lenovo, Dell, HP, Asus, and Toshiba products have further declined, and even in other regions of Asia, Western Europe, Africa, and Latin America, sales have declined to varying degrees. reduce.

Coupled with the recent decline in rice stocks, these technology stocks have been even more seriously affected.

Pengcheng.

Not far from Huawei's Bantian Industrial Park is Foxconn's Pengcheng OEM base, where some Apple mobile phones are OEMed.

The worried Cook, led by Guo Taimin, was visiting the processing of Apple mobile phones on the assembly line.

Due to Apple's global sales decline, the operating rate of Apple's mobile phone production lines in OEM factories has dropped to about 57%.

In fact, Guo Taimin is also worried. Due to the rise of Dragon Totem's foundry, Foxconn is currently poaching a lot of people.

In particular, the wave of resignations among grassroots workers is getting out of control. Long Totem's foundry has good wages and will help employees solve their children's education and housing problems, so many employees with families and families have directly chosen to change jobs. .

This forceful effect has put Foxconn into a passive situation, and it can only slightly increase employee wages to appease the remaining employees.

In addition, Foxconn has not obtained OEM orders for domestic mobile phones, nor has it obtained many technical authorizations, resulting in the inability to increase the added value in mobile phone OEM.

You know, there are many high value-added technologies in Dragon Totem's foundry business, such as silicon nano-coating, nano-screen, capacitive temperature-sensitive fingerprint unlocking, and various high-precision sensors.

In addition, the origin of domestic mobile phones is the Suiren Group. No matter how stupid those manufacturers are, they will not choose Foxconn for OEM.

It had only been less than half a year since Cook officially became the president of Apple. He had just integrated the internal affairs, and when he came back to his senses, he discovered that Apple’s mobile phones and computers had been severely affected.

In fact, the price of Apple is very embarrassing now, and there is an embarrassment of neither going up nor going down.

The top one has the dragon totem that is full of technology - Chixiao, the bottom one has the extremely cost-effective dragon totem - Chengying, ZTE, Huawei - Honor, Xiaomi, Meizu, Transsion.

In the middle are dragon totems priced between 2,800 and 3,800 - Tai'a and Huawei.

Even if the prices of Apple 4 and 4S are reduced to 4,000 to 4,800 prices, they are still in a very embarrassing position.

After all, consumers are not fools. Taipei and Huawei, which have slightly higher technological content than Apple, only cost 2800 to 3800. Why can you sell Apple for thousands of dollars more?

If you want to show off, just buy Chixiao.

This is the reason why Apple's domestic sales have plummeted, and the price has not gone up or down.

People who pursue cost-effectiveness cannot afford it; people who pursue light luxury also tend to prefer TaiA and Huawei; people who pursue high-end products look down on Apple.

After all this, only some die-hard fans are left who will buy Apple.

After Cook saw the situation on the production line, he and Guo Taimin came to the factory office.

"Guo, I have communicated with the board of directors about your request to increase the foundry fee. It is not possible for the time being."

Guo Taimin became a little anxious: "President Cook, if the OEM cost does not increase, my profits cannot be guaranteed. After all, employee wages are gradually increasing."

Cook, who was so frustrated, finally expressed his suggestion: "Guo, are you interested in investing and building a factory in Tianzhu? The environmental protection and salary requirements there are not high."

"..." Guo Taimin was stunned.

Thank you for your support (ω｀)