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Bottom line: Apple should be able to extend its return to growth in China into at least one more quarter, while Xiaomi should also be able to continue posting strong double-digit growth for the next year.
Apple returns to China growth
Apple (Nasdaq: AAPL) has just released its latest quarterly results that show China is back on a growth track, quieting skeptics who had said its latest iPhone was debuting to mostly snoozes in the world's largest smartphone market. On a broader basis, IDC has also just announced its global figures for third-quarter smartphone sales, show......
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SMARTPHONES: Smartisan Gets New Funding, But From Where?

阳歌 08月07日

财新传媒英文部编辑

Bottom line: Smartisan's new funding and plans to produce 5-6 smartphones a year look like an anomaly in the highly competitive market, and it's unlikely to survive as a standalone entity over the next 5 years.
Smartisan gets new funding
I was a bit surprised to read that a clear second-tier smartphone player, the uppity Smartisan, has received 100 million yuan ($147 million) in new funding, as we begin the latest week of summer. I haven't seen this company's name or many second-tier players like OnePlus in more than half a year, though their collectiv......
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Bottom line: Xiaomi's rising market share and securing of $1 billion in new financing underscore its nascent turnaround may have some legs, even as its position remains tenuous in the cutthroat market.
Xiaomi unveils latest phone
Former smartphone sensation Xiaomi is in several headlines as we head into the close of the week, all of which seem to underscore that its nascent rebound may have some legs. But as anyone in the industry will tell you, any smartphone maker is really only as good as its last model these days, meaning fortunes can quickly turn with just one mis......
郝智伟

金立守正出奇,开抢OPPO、VIVO地盘

郝智伟 06月02日

前《IT经理世界》杂志资深记者

孙子兵法说:“凡战者,以正合,以奇胜。”行军打仗如此,商场竞争也是如此。尤其在“前有狼,后有虎,中间还有小白鼠”的科技产业,企业必须这样“守正出奇”,才能既保持核心特色,又掌握趋势风口,从而长远地生存发展下去。
没错,所谓“守正”,就是要在竞争激烈的商场“红海”,找到自己的定位,由此形成差异化竞争,集结优势兵力、资源,做“一针捅破天”的产品,如此,实现颠覆式创新,单点突破,聚能成势,这是“安身,立命”;此后,借助旧势,高举俯冲,“出奇兵”,扩张商业边界,由此,实现规模经济、范围经济,满足旺盛的需求,抢夺优质的用......
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SMARTPHONES: Oppo Lands in India Protest Storm

阳歌 03月31日

财新传媒英文部编辑

Bottom line: A mass protest against Oppo in India over a Chinese manager's desecration of the national flag won't impact the company beyond a week or two, and reflects cultural sensitivity issues Chinese firms will face as they expand abroad.
Oppo under fire in India
Smartphone high-flyer Oppo is quickly learning the road to India isn't always so smooth, with word of a mass protest at the company's local operation due to a controversy involving desecration of the Indian flag. In this case the company appears to be learning a fast lesson in cultural sen......
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SMARTPHONES: Oppo Shows India Resolve with Cricket Deal

阳歌 03月13日

财新传媒英文部编辑

Bottom line: Oppo's major new cricket sponsorship deal shows its commitment to India, but may have to be renegotiated if and when the company's fortunes decline in the next 1-2 years following its meteoric rise.
Oppo in India cricket deal
Smartphone high-flyer Oppo is trying to show the world it's serious about India, with word it will pay 1.1 billion yuan ($160 million) for rights to sponsor the nation's national cricket team. News of the deal comes just three months after China's top smartphone brand announced plans to build a production facility......
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SMARTPHONES: Xiaomi, Vivo Skip Barcelona Telecoms Bash

阳歌 02月27日

财新传媒英文部编辑

UPDATE: After publishing this earlier this morning, a source in Barcelona informs me that Oppo is indeed attending and is holding a press event to show off their newest products. Headline and photo caption changed to reflect Oppo's attendance, but the rest of the original post remains the same.
Bottom line: The absence of Oppo and Vivo from the world's top telecoms trade show in Spain this week reflects their overwhelming reliance on China sales, while Xiaomi's absence from the show could be a cash conservation move.
Vivo, Xiaomi absent from top telecoms trade show <......
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Bottom line: Lenovo could reverse its smartphone decline this year under a new leadership team anchored by a respected company veteran, though chances of success are relatively low due to stiff competition and magnitude of the task.
Lenovo nets former Samsung smartphone exec
My first post in the new lunar Year of the Rooster seems like a good time to look at the ultra-competitive smartphone market, and what may lie ahead for the embattled Lenovo (HKEx: 992) as it seeks to regain its footing in the space. CEO Yang Yuanqing has made repeated overhauls of his mobile devi......
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Bottom line: Xiaomi could return to growth mode in China this year on the strength of stronger models, while Huawei's local market share will contract as it focuses on profitable sales and backs away from money-losing businesses.
Huawei meets reduced smartphone target
Two of China's former smartphone leaders are in the headlines going into the weekend, casting a spotlight on the difficulties these past high-flyers face after becoming king of the world's biggest market. In one story the faded Xiaomi is saying the worst is behind it, and the compan......
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Bottom line: Chinese smartphone brands with local production are most likely to survive upcoming price wars they are exporting to India, while Nokia's new smartphones are unlikely to make any inroads in China over the next 2-3 years. 
China exports smartphone price wars to India
A case of deja vu is rapidly shaping up in India, where Chinese smartphone makers have flocked over the last two years in search of growth outside their overheated home market. In this case media are reporting that Chinese brands have surged to take half of the Indian market by dumping millions......
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TELECOMS: Huawei Declares End to Growth at Any Cost

阳歌 01月03日

财新传媒英文部编辑

Bottom line: Huawei's revenue growth for 2017 is likely to drop by more than half from 2016's rate of 32 percent as it cuts its money-losing businesses, with the biggest slowdown likely to come in its smartphone unit.
Huawei to focus on profitability in 2017
Quality over quantity is a growing theme in China these days, as the nation puts aside its previous pursuit of high growth at any cost in exchange for more sustainable expansion in high-quality areas. After starting at the top in Beijing, that theme is trickling down the corporate food chain to telecoms giant H......
钛媒体

OPPO离职高管再创业,做一款复古的手机

钛媒体 12月20日

TMTpost.com——钛媒体,是国内首家TMT公司人社群媒体,最有钛度的一人一媒体平台。

曾经的产品强人OPPO前副总裁刘作虎自立门户创立一加科技(OnePlus),虽然离职后有众多好友与机构曾盛情邀请,但刘作虎仍然决定加入创业大军,而首款手机将于2014年5月上市。
打造终极适配的手机产品
凭借曾横扫高端市场的OPPO、蓝光DVD经验,如今刘作虎对创立OnePlus的目标是进军高端手机市场。从与他对话中了解到,他最喜欢的手机不是某一款品牌,而是徘徊在系统与设计之间。他对手机的理想是:做一款极致手机,将硬件、外观、设计做到极致,软件由用户选择,做到终极适配。这是刘作虎在OPPO长期怀有的想法,做一款伟大的产品,受尊敬的全球产品。
如今竞争激烈的手机市场中不乏从互联网或者IT公司转身的创业者,而这些创......

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陈酿老久 实朴

原文:还乡琐记:草木叩门 生活继续

吴春波H-R “乡田同井,出入相望,守望互助,疾病相持”,已成追忆。

原文:还乡琐记:草木叩门 生活继续

小胖子真不瘦 风口浪尖上的传奇人物!如果你就这样被打败,那你就真的太失败了,但是我相信你不是这种人,期待你东山再起的那天。

原文:回来吧,贾跃亭

lulud 创业英雄还是欺诈惯犯

原文:回来吧,贾跃亭

zhangmingxiao 川普执政一百多天,初见端倪

原文:商人治国成笑柄

孙越 史上有很多传奇,更有很多英雄,他们的死彰显生命的价值。

原文:对外侦察局的掏心猎手

zhangmingxiao 这个不是一起超售事件,是美联航因为内部员工需要乘坐飞机,旅客满员的情况下利用超售这个工具来达到赶下旅客的目的。

原文:美联航赶乘客下飞机 资深机长告诉你是否违规

郭杰群 在美国,地产开发商将出售资产所得在一定期限内进行类似房产的再投资可以享受一定的免税条款。这在我国当前还不具备,因此在一定程度上制约了地产商的能动性。

原文:REIT的海外发展及启示

Lypsey3543 “据个人了解,中国一线城市住宅投资收益率不会高于3,美国可以达到6。”作者这里说的应是租金收益率。首先,因(特大)人口增长加速,在新兴市场投资房产,主要看资本利得,动态租金收益要会延后实现,静态比较同期没有太大意义。其次,物业年均持有成本,纽约和中国一线城市不可比。第三,纽约和曼哈顿是两个概念。离开曼岛,租金中位数值完全是不是一个档次。而中国一线城市的租金上涨范围更大。因为仍处于成长期。总体而言,虽然在中美两国都投资的是房产,但从收益分布特征和波动率来说,完全可以看作是差别极大的两类资产。就如同高等级债券和蓝筹股票,横比收益没有意义,因为后者大幅超越。归根结底更可能是风险偏好异质性(含Demographic factors)和经济周期所处阶段决定了投资者更偏爱哪一类。

原文:2017年美国房地产市场展望——美国市场、中国视角

王争春 价格和土地供给的问题,我们慢慢谈。市场有垄断市场、寡头市场和竞争市场,定价规则自然有差异。

原文:面对房价,教科书自焚吗?经济规律笑了

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