Chapter 452 Qualcomm collapse: What kind of magical enemy have we encountered?!(2/3)
Unexpectedly, Kunpeng 702 is extremely powerful!
Not only did it defeat Nvidia Tegra 3, it also defeated APQ 8064, even surpassing it by 10%!
It can only be said that Texas Instruments’ team is very strong, and the A53 architecture is very powerful.
Nowadays, the growth rate of Kunpeng version of Xphone 2 is not as good as that of Xphone 1pro, and Wang Yi is not surprised.
As long as the user does not object after changing the core, it will be fine.
After all, switching from the 28nm APQ 8064 to the self-developed 40nm Kunpeng 702 is a downgrade in terms of process, but the performance has improved by a full 10%!
The current increase of 1.5 times is enough to show that the core replacement is very successful. It has not caused any resistance from users, but has given them strong support.
This is also a good start.
Subsequent flagship phones can also be replaced with Kunpeng chips!
The high-end positioning of Kunpeng chips is considered a successful first step!
Wang Yi doesn’t want to make Kunpeng into MediaTek.
You know, MediaTek in recent years has been exclusive to copycats.
In a few years, MediaTek's high-end products will be sold by Redmi for a thousand yuan price.
Once the brand becomes low-end, it will be difficult to achieve high-end.
"Very good, our Kunpeng has made a great start and has become a high-end company." Wang Yi was in a good mood.
"When will the Kunpeng version of the Xphone 1 be launched?" Zhu Changlin asked: "Now the sales of the dual-core Xphone 1 are a bit low, and the Xingyi Tablet X1 also needs to be upgraded."
Wang Yi thought for a while: "Let's take a look at the production capacity of Kunpeng 700 next month. If things slow down, flagship phones and flagship tablets will be replaced this month, and mid-range phones and mid-range tablets will be upgraded in the middle of next month!"
"As for the thousand-yuan phone, it will be released in January or February!"
Wang Yi has already planned everything.
Market potential is being consumed in waves.
The first wave is naturally high-end potential.
First, we will upgrade the xphone 1pro and xphone 2, which start at 4,000 to 5,000 yuan, and the flagship tablets, which start at 3,000 yuan, to achieve a wave of hot sales.
After this wave of potential is almost exhausted, the follow-up sales period will be when more than 2,000 Xphone 1 and Xingyi Tablet X1 are replaced and upgraded.
When the consumption potential of the two thousand level is almost exhausted, we will start promoting the Unbounded Thousand Yuan Machine!
From four or five thousand, to two or three thousand, to one thousand...from high to low, squeeze step by step.
If a quad-core Unlimited phone were to be released directly, the sales of the Xphone 1 would be greatly reduced. Even if it were replaced by the Kunpeng 506, it would be severely hit by the Unlimited phone.
After all, the difference is more than a thousand.
Just look at the market sales, you will be surprised one after another!
"Okay, Chairman, I always pay attention to changes in production capacity." Zhu Changlin said with a smile:
"With ASE, the current packaging and testing capabilities have been greatly improved, and the chip production capacity problem will soon be alleviated. The production capacity crisis of Kunpeng mobile phones and chips will only be more serious in the next week, and it will be completely solved in a week."
"One week? That's okay." Wang Yi breathed a sigh of relief.
If the reserved spot goods can last for a few days, and the production capacity crisis is resolved in a week, then it will not be a problem at all.
After all, the chips are now produced, the only thing missing is the packaging.
Packaging is very fast.
"Then we will sell it in stock. If Kunpeng is sold out in a few days, we will start full pre-sale and ship it within four days. If you don't want to wait, you can give priority to buying Tegra 3 version or APQ 8064 version." Wang Yi instructed.
"Okay, Chairman, this won't be a big problem. We can just clear the inventory." Zhu Changlin said with a smile: "And it will be shipped within four days. It is not considered out of stock in the mobile phone industry. It is a normal phenomenon."
In the mobile phone industry, it is normal for the initial production capacity to be insufficient and the products to be sold out.
Any mobile phone that is not sold out is considered unsaleable.
For example, Xingyi Mobile solved its production capacity crisis within a week and achieved full stock availability, which is considered amazing.
If you switch to other brands, it may not be possible to solve the production capacity crisis in two months. Spot sales will not be realized until two months later.
In fact, it is not that production capacity has increased, but that market demand has decreased!
After the hot sales period of the first two months, it has fully entered the smooth sales period. The demand is low and natural production is possible.
It is precisely for this reason that all mobile phone brands dare not stock too much stock or increase production capacity too much.
Without him, the sales volume of mobile phones would have been ups and downs, and would have been down to the end!
Generally speaking, except for the huge sales volume in the first two months, there will be a sharp drop by one-third starting from the third month.
It was cut in half in the fourth month, and only one-third was left in the fifth month. It continued to decrease after that. In the seventh or eighth month, the inventory began to be cleared to prepare for the next generation...
If we prepare spot goods and prepare production lines based on the sales volume of the previous two months, that's it!
In the third month, supply will exceed demand and inventory will be too large.
For example, the Xphone 2 was just launched in September. It was a domestic and overseas parallel import and sold 20 million units in a month.
But by October, including parallel imports, there were only 15 million units.
In November, there was a double eleven price reduction promotion, and the core was changed to Kunpeng 702, but it could not survive 15 million units.
In December, even with Double 12, it is estimated to be at most 12 million.
It may be less than 10 million in January.
There is nothing we can do about this.
If Wang Yi prepares the production line, recruits workers, and finds OEMs based on a monthly production capacity of 20 million, it will be useless.
Starting from the second month, the inventory has reached 5 million!
The inventory in the third month is as high as 10 million!
Inventory reached 18 million in the fourth month...
Excessive inventory backlog will be a disaster for any brand.
After all, the additional production lines will cost huge amounts of money to build and cannot be dismantled.
The expanded number of workers cannot be laid off at the drop of a hat.
There are also large orders for components placed in advance based on a monthly production capacity of 20 million yuan. They are all purchased at high prices and are kept in hand.
Subsequent components are getting cheaper and cheaper, so Wang Yi can only continue to use the high-priced products in stock.
Needless to say, the cost of components in stock four months ago can be 40% more expensive than those purchased four months later.
In four months, it would cost an additional 7.2 billion to install 18 million inventory machines.
The capital cost occupied by these 18 million mobile phones, based on the material cost of 2,000, is more than 36 billion!
This does not include labor costs, production line control costs...
Most of the Wang Yi family's great achievements cannot be sustained.
Therefore, it is simply unrealistic to reach full production capacity at the beginning and directly stock up on spot goods.
As for the idea of producing two months in advance and stocking up enough ready stock before starting sales, that is also a fool's errand.
After all, when it goes on sale two months later, the cost of components will be reduced by 20%, which is equivalent to 20% more cost for the spot goods prepared by Wang Yi.
Therefore, there is no such thing as absolute spot in the mobile phone industry.
No matter how you calculate it, you will lose money.
On the contrary, it is right to have insufficient stock and run out of stock every time.
After all, component procurement, mobile phone production, and stocking all take time.
As time goes by, component costs continue to decrease.
The longer you wait to stock up, the more you will lose.
Production capacity must be considered in the follow-up. We cannot just use the peak production capacity in the first two months and just increase it to full capacity. If the sales plummet in the third month, we will lose all our pants.
On the contrary, appropriate stock-outs and appropriate panic buying will reduce costs and increase sales.
To put it bluntly, the market is like a woman. You can’t feed her too much. Seventy-eight percent full is enough in the early stage, so that it will be just right later.
I was 100% full in the early stage, but I was the one who was exhausted later on.
Therefore, for Xphone 2 Wang Yi only produced 5 million units in advance ten days before the sale.
Cost control is the lowest, spot goods are available in the first few days, pre-sale later, and ready goods are available at the end of the month...
With this kind of rhythm, costs are low, inventory is zero, sales profits are very high, and users don’t have to wait too long.
The same is true for the Kunpeng version.
It'll be no problem if you come steady.
In the following days, Kunpeng’s version of Xingyi mobile phone and Xingyi tablet became very popular.
Even if the sales volume is not as high as the two or three times in the previous two days, it is still a good increase.
To be continued...