Author｜Zhang Yating

Edit | Yang Jin

“Flags are collected in Kyushu, the Glory 50 is the best seller”, “Zheli is the most glorious, Zhejiang customers wish Glory new products will be sold” “50 is born, proud of the heroes, Sichuan glory, peaking”…

Before the launch of the Honor 50, some Honor employees and distributors wore blue T-shirts with the honor logo, and uttered passionate slogans outside the Oriental Sports Center for a group photo to commemorate.

Compared with the first V40 conference held online after the independence of the Honor brand in January, the offline conference of Honor 50 was significantly more “lively”. A Honor dealer from Hebei told Sohu Technology, “This time, dealer representatives from all provinces across the country have basically come.”

For Zhao Ming, the holding of this conference is also of great significance. At the opening of the press conference, he mentioned with a touch of sentiment: “With mixed feelings in my heart, thank you friends for your support, Glory is standing in the Oriental Sports Center again.” Before Glory’s independence, the Oriental Sports Center witnessed Glory 8, Glory 9, and Glory. The release of Honor 10, Honor 20 and Honor 30.

“No one will give us an umbrella anymore”

“In the past 211 days, Honor has gone from the top two brands in China, with a market share of 16.7%, to 3%.” In the context of chip sanctions, after leaving Huawei’s halo, Honor has experienced a period of time. Dark period.

This gloom is not only reflected in market share, but also in rather trivial details. Zhao Ming admitted in an interview with media groups including Sohu Technology, “We have never had such a life before, and no one will give us an umbrella again.”

In the past, Glory operated in a large system, but after leaving Huawei, Glory can’t rely on the big tree to enjoy the cold. Zhao Ming, for example, said that at one time Honor had to find bank loans for its operating cash flow, and each product had to be calculated carefully. When the office was renovated, the tables, chairs and benches had to be bought by themselves. “Shenzhen often had problems when it was just being renovated. I was sitting in the office on the 32nd floor. The bathroom was blocked and I needed to find the bathroom upstairs and downstairs.”

At the same time, Zhao Ming said that these difficulties and problems have made Honor look back and re-recognize itself, “We are an independent startup company, and we have to complete our own salvation and the transformation of the entire system.”

Domestic share rebounded from 3% to 9.5% Currently, Honor has publicly announced that its market share has returned to 9.5% in the past May. An industry source told Sohu Technology that on the second day of the press conference, on June 17, Honor also held the China KA Summit for retailers in Shanghai, and disclosed the weekly trend of domestic TOP6 brand sales share, and Honor sales once It surpassed Huawei and became the fifth in China. Glory is extremely eager to return to the mainstream market. Although the chip data of Honor 50 was obtained 45 days later than the industry, it was released at least one month earlier than other manufacturers. Zhao Ming said, “I haven’t seen our R&D team work hard in this way for ten or even fifteen years. In terms of channels, Honor said that during the difficult times in the past few months, it has added more than 2,500 experience stores and special areas. The advantages of more than 30 Glory agents and distributors in jointly acquiring Glory have also been demonstrated at this moment. For glory after the reorganization, winning the domestic market is the first step, and the recovery of overseas markets is obviously facing a greater test. An employee in the Eastern European market of a domestic mobile phone brand told Sohu Technology: “At present, Honor is lingering overseas. The market share of Honor in my region has dropped from a high of 26% to 3%. Google GMS authorized Honor is also indirectly obtained. When it arrived, Google licensed it to Longcheer, and Longcheer produced it on its behalf.” Google GMS authorization is indispensable for domestic mobile phone manufacturers to explore overseas markets. Therefore, Glory’s attitude towards Hongmeng is also rather ambiguous. Zhao Ming said that he will pay attention to the development of Hongmeng and will choose the operating system according to the preferences of global consumers in the future. Can “Glory” continue to glory? The 9.5% market share seems to have improved significantly, but the above-mentioned industry sources told Sohu Technology: “There is still a gap. 15% is a watershed. Once it reaches 15%, the brand will basically lay a solid foundation.” The release of the Honor 50 series is an important “killer” for Honor’s impact on the “Watershed”. For this new machine, Zhao is obviously very confident. “This year’s Honor 50 series will undoubtedly be the hottest products among the hottest products. We launched this product during the peak season of the market.” “V40 is a transitional model, 50 is the big move.” A Glory retail terminal employee bluntly told Sohu Technology: “To be honest, we have been so busy recently that we have no time to eat. When new products are launched, we have several times the work on hand. There has been a dramatic increase, but the manpower has not increased.” Sun Yanbiao, Dean of the First Mobile Phone Industry Research Institute, commented that the Honor 50 series is a high volume model. “Honor 50 series covers 2399 yuan to 3999 yuan, which is the most popular price range for consumers, and the positioning of the main video shooting is also very accurate.” Sun Yanbiao believes that other domestic mobile phone manufacturers are currently unable to obtain the share dropped by Huawei due to the lack of cores and other reasons. Honor has the potential to take over the Huawei market in China, whether it is from the brand level or the channel level. The latest report of the China Academy of Information and Communications Technology pointed out that mobile phone shipments in April and May decreased by 34% and 32% year-on-year, respectively, mainly due to three factors: First, the domestic mobile phone shipments in the first quarter increased by more than 100% year-on-year, and demand was released ahead of schedule ; The second is that the supply of mobile phone chips in the upstream of the industry chain is tight; the third is that Huawei’s shipments have fallen sharply, and other manufacturers have failed to fully make up for the vacancy of Huawei. A consumer who placed an order for Honor 50 Pro at the press conference told Sohu Technology the reason for buying, “I am used to the Huawei mobile phone system, but I can’t buy the Huawei P and Mate series. The Honor mobile phone system is similar to Huawei’s, and the price is It’s also quite cheap.” Whether it is the recent night of Zhao Mingliang’s Qualcomm Xiaolong, or the global release of Honor 50, it can be seen that Honor is constantly sending positive signals of return. However, in this fiercely fighting mobile phone market, in the face of powerful opponents such as Xiaomi OV, Honor wants to return to the center of the stage and continue Huawei’s glory, and it will take a certain period of growth. Sun Yanbiao revealed that there is news in the market that Honor has cut its annual target from 50 million to 30 million. In order to achieve this goal, the first batch of the Honor 50 series should be around 1.5 million units. Next, Honor will release a new Magic series with high-end positioning and equipped with the Snapdragon 888 processor in the third quarter. Zhao Ming confidently said that the core competitor of Honor in the Chinese market in the future is Apple

Produced | Chaoqi.com “Yu Jian Column

Recently, the Honor 50 was released, which attracted a lot of complaints. First, Xiaomi Vice President Lu Weibing satirized the low configuration of the Honor 50, and the processor is incomparable with the Xiaomi Note10. After that, countless netizens followed suit, saying that the Honor 50 is not in terms of configuration or price positioning. All disappointing. Some users even ridicule: I have all my pants off, would you show me this?

However, some users expressed their support for Honor with the feelings of home and country, believing that the market performance of Honor 50 was not as good as expected, which was the result of the suppression by the US. Putting aside these messy voices, let’s objectively evaluate the release of Honor 50, the strategic significance of the Honor company after the divestiture of Huawei, and its actual market performance. Combined with the objective situation, it is not difficult to get a glimpse of its true situation.

Low price became the biggest selling point, other performances were mediocre

When the Honor 50 series was released, according to official disclosures, Honor re-adjusted its mobile phone product line, which includes four series, namely Magic series, Digital series, X series, and Play series, but did not mention the V series. According to industry insiders , This series of products may be cut off. If the news is true, it also means that there will be no V series phones in Honor in the future.

It is understood that Zhao Ming posted on Weibo earlier that he would use the Magic series and the digital series as flagships to benchmark the Mate series and the P series. It seems that V30Pro will be the strongest swan song of the V series, and V40 will bid farewell to tears. Today, Honor 50 is here as expected. Will it continue the “Glory” of the past, or continue to perform its swan song? Naturally, the expectations of many netizens are indispensable.

It is understood that in terms of the starting price, the Honor 50 SE 8+128 version is 2399 yuan, and the 8G+256G version is 2699 yuan. They are equipped with Qualcomm Snapdragon 778G processor. Although the price is very attractive, it has no bright configuration. The hardest-hit area for complaints.

First look at the processor, this is also what Xiaomi Lu Weibing’s sarcasm is referring to. It unceremoniously posted a comparison of the processing capabilities of the Dimensity 1100, Dimensity 900, and Snapdragon 778 configurations on Weibo.

Lu Weibing said that Xiaomi Note10pro finally chose Dimensity 1100 because it is a processor with a flagship performance. If this news is released in normal times, there may not be too many users who care, but it is precisely in the Honor 50. At the time of release, this comparison undoubtedly allowed Xiaomi Mi Note10pro to compare Honor by 50 minutes.

As the saying goes, there is no harm if there is no comparison. As a public figure, most netizens in Lu Weibing’s remarks did not question, and the Honor official did not respond. Does this mean that he accepted such a comparison by default, and in this round of competition, Glory 50 has been defeated? In addition, the other configurations of the Honor 50 also seem to be somewhat unsatisfactory. For example, in the configuration that some netizens are very concerned about, the single speaker used in the Honor 50 has no wireless charging and no periscope lens. Therefore, it is also called offline by netizens. You know, among the serious enthusiasts of many digital products, the Snapdragon 778G is a proper low-end dedicated processor, but the high-end version of the Honor 50 is sold at 2699. The Redmi K40 equipped with the Snapdragon 888 next door is only sold at 2299. Realme GT also only needs 2499. In this comparison, although the price of Honor 50 is not high, it will have no advantage in the market. Therefore, despite the timely release of the Honor 50, it is difficult to predict whether it will be able to fight a beautiful battle in the 618 year-end shopping festival. The market is down, can Honor 50 save the overall situation? On the day the Honor 50 series was released, the China Academy of Information and Communications Technology released a data report showing that the domestic smartphone market shipped only 22.968 million units in May this year, a 32% year-on-year decline. This shows that the smartphone market in the second quarter showed a sharp decline. According to observations, this is related to the extension of the replacement cycle of today’s consumers. According to statistics, the cycle has been extended to 28 months. Consumers lack the urge to change phones and the smartphone market is weak, which has also triggered a serious “involution” phenomenon in the mobile phone industry. The most intuitive manifestation is that major brands continue to simply repeat at a low level. In the interview, Zhao Ming said, “Configuration does not equal quality”, facing major mobile phone manufacturers based on various chip platforms, multi-brand, multi-channel to grab the market. But a phenomenon that cannot be ignored is that more and more consumers are focusing on the scale and configuration of products, leading manufacturers to regard a good product as a stack of various hardware functions and configurations. However, blindly pushing materials seems to be difficult to satisfy discerning consumers. Therefore, whether it is the popular “cost-effective” play style of domestically-made machines in the past, or the impact of high-end accumulation core configuration, countless users have criticized it. Zhao Ming suggested that, regardless of configuration parameters, industry participants can put product features and experience first, and he hopes that the return of glory and subsequent product launches can quickly break the existing “involution” pattern. Even in line with Apple. However, no matter how high-sounding the official rhetoric, the eyes of the masses are discerning. For example, in the early years, Xiaomi used Samsung HMX 108MP billion-level pixels, and Honor complained that Xiaomi was in the wrong direction. However, the Honor 50 series rear main camera, without exception, all used Samsung HM2 108MP-level pixels. With the support of Huawei technology before, Honor said that it does not support the N79 frequency band as a fake 5G. At this time, the Honor 50 series that appeared as a 5G mobile phone, we can’t see the N79 frequency band. It can be seen that, in the technical field where domestic mobile phones are located, there does not seem to be any high-tech and first-come-first-served ones, but a mutual-learning “usage doctrine”. More ironically, before the press conference, the Honor 50 series 1+5+3 dialect single page was exposed. In addition to the five core selling points, even various marketing dialects are tit-for-tat, referring to the latest releases of OPPO and vivo. Reno6 series and X60 series. This also caused countless netizens to complain, and Honor’s operation was ugly. They also questioned: How did the high-profile posture of benchmarking Apple when it arrived at the press conference to run against its domestic counterparts, and the opponent was actually the glorious and unobtrusive OV Xiaomi. Is this the mind-blowing of a big brand that has a high self-esteem and is expected by countless fans? Perhaps the three mobile phones are competitive in terms of price and configuration, but the Honor 50 series can be described as “precise” in terms of details. As a mobile phone at this price, the Honor 50 flash memory is not equipped with the current mainstream UFS3.1, and the storage of lpddr4 is also a little bit. It looks shabby, and the performance of details such as plastic frame + Zhou Dong rain screen runs counter to the flagship experience. In detail, the Honor 50 does not have any commendable shining points. As a result, in the general environment of market downturn, Honor 50 did not give a satisfactory explanation to thousands of fans full of expectations after it left Huawei. Instead, it fell into the abyss of public opinion because of its various flaws. Glory 50 did not make a good start for the new Glory, and naturally lost its long-standing potential. I am afraid it will be difficult to recover the market share lost over the past year. What kind of medicine is sold in the gourd for the “Glory” that came out again? “In the past, we were backed by a big tree and someone held an umbrella; now no one will hold an umbrella for us anymore, then let yourself become an umbrella and take root and become a big tree”, Honor CEO Zhao Ming on June 16 After the 50 press conference, he sighed. Many people tend to think that for the past two hundred days, Glory has been in its “darkest moment.” According to Zhao Ming, when Honor was once brilliant, its mobile phone market share was as high as 16.7%, ranking the top two in the domestic market. However, due to well-known reasons, the supply chain encountered great difficulties, resulting in a mobile phone share of only 3% in April. At that time, the monthly shipment volume of Honor dropped from six or seven million units to several hundred thousand units. Operating cash required loans, and every Honor mobile phone had to plan carefully in the use of raw materials, in order to let the channel dealers stick to it. . Zhao Ming said at the press conference that the pre-dawn darkness has passed for Honor, and Honor’s market share has risen from the lowest 3% to 9.5%. Although Zhao Ming was responding to reporters’ questions, he underestimated the shadows brought about by the dark moments with confidence. However, feelings and feelings, business rules and business. Industry insiders believe that the current thinking of Honor, although the slogan is to benchmark Apple, it is actually the old way of OV, that is, it does not look like a flagship chip, but the design is good, nothing more. However, you must know that if you strip Huawei’s glory and focus on offline, you will also encounter opponents such as ViVo X60 and OPPO Reno6. Moreover, OPPO and ViVi’s offline channels, like capillaries, may not be able to pull the wrist of today’s glory. Looking around again, the glory of the online market has almost been divided up by the major players. In the past, Xiaomi went straight to Huanglong, followed by Apple’s dimensionality reduction attack. OV stood on both sides and sent its little brothers realme and iQOO to attack sideways, not to mention the four-sided attack of established companies such as ZTE, Lenovo, and Samsung. It is not excessive to describe the dilemma that Glory is facing at this time in a dilemma. Therefore, some netizens say they don’t understand the actual significance and strategic goals of the Honor 50 after the separation of Huawei. If you just wanted to tie its early brand status, Honor should have taken the route of high-end products to stabilize the people’s hearts. However, under the expectation of everyone, an “offline machine” with no new ideas and lack of bright spots has been released. However, in view of the supply chain crisis that Glory has encountered in recent years, its shipments have fallen sharply, which has also led to its lack of cash flow operating problems. Therefore, some people in the industry speculate that perhaps Honor launched Honor 50, just for quick realization. In any case, under the many expectations, Glory did not hold a big move in the event that took more than 200 days. But it exposed a bit of “little family” temperament. From the perspective of Honor’s long-term development, it may do more harm than good. Concluding remarks The glory of the past, like its name, is the pride of domestic smartphones. Not only has the same quality, but also has an excellent market reputation, and its proportion was once second only to Huawei. But now, the glory behind selling seems to have lost the original spirit. Without the glory of the big tree to enjoy the shade, it is no longer “honor”, but more is that you need to face the reality of internal and external troubles at the same time, first to survive and then to seek development. And the hurried launch of Honor 50, although it was too hasty, it was really helpless. To catch up with the mid-year promotional season of 618, Honor may be able to use Honor 50 to ease the pressure on cash flow and seek a ray of life for its future. However, whether it is the market’s expectations for glory or the development of glory itself, it is determined that glory will not be limited to this. I hope this is not a gorgeous start, so that the new glory can find its place again and get back that “honor”

The content of the post is very long, I have summarized the key points:

1. With HiSilicon chips, you can directly connect with HiSilicon colleagues to solve problems quickly when you encounter problems;

2. With a Qualcomm chip, if you encounter a problem, you must first pay $1,000 before submitting the problem, and then there will be repeated and long communication, and the problem cannot be solved for a long time;

3. HiSilicon and Qualcomm, one of the efficiency in the sky, the other in the ground;

4. HiSilicon slowly caught up with Qualcomm back then, precisely because of the rapid optimization and solution of the problem;

5. Qualcomm is like a “big man”, you will have to pay a fee of $1,000 to raise a case (it should be Qualcomm’s consulting service charge);

6. Exclamation: When can I use my country’s chips? !

   

In Song Zongguang’s Shaoxing three years, Lu You returned to his hometown, watching the beautiful rivers and mountains of the country fall under the iron hoof of the golden man, sorrow appeared between the lines, and he wrote “The deceased’s tears are all in the dust, and the king is looking south for another year.” , Depicting the scene of the people in the occupied areas eagerly looking forward to recovery. The people in the enemy-occupied area groaned in pain under the iron hoof of the golden man. Their tears have drained. How much they want to return to the embrace of the motherland. The posts of Glory employees are not as magnificent as Lu You’s rhetoric, but they express the same emotions.

In this regard, I would also like to talk about some of my views:

First, HiSilicon is really awesome, and its awesomeness is built on the basis of Huawei’s development!

The post mentioned that “HiSilicon slowly caught up with Qualcomm back then because of the rapid optimization and solution of the problem.” As a chip design company, HiSilicon’s subsequent success was based entirely on the symbiosis with Huawei’s several major product lines. Based on.

Let’s take a look at the growth history of HiSilicon chip——

In 2004, Huawei established a wholly-owned subsidiary, HiSilicon, and began to conduct chip research and development more systematically. In 2006, the development of mobile phone chip solutions was officially started. In 2009, HiSilicon launched its first mobile phone application processor, named K3V1. As the first-generation product, K3V1 is quite “rough”, using 110nm process, while mainstream chips at that time have adopted 65nm or even 45nm, a full generation of performance gap, naturally no one in the market cares.

How to do? At that time, all mobile phone manufacturers were lining up to buy Qualcomm chips, and no one wanted to be a guinea pig for Huawei. At that time, Ren Zhengfei gritted his teeth and used his mobile phone! Improve while using. Of course, if you have thunder, you must carry it yourself.

Subsequently, the mobile phone chip business was transferred to Huawei Terminal Company, and the mobile phones produced by Huawei directly use its own chips. As a result, the K3 processor was able to continue development. In 2012, an improved version of K3V2 was born. It adopted the mainstream ARM quad-core architecture and supported the Android operating system.

Of course, things have not been smooth sailing. K3V2 was born with a 40nm process, which is one generation behind the mainstream Qualcomm and Samsung processor processes at the time. The performance cannot keep up, but the power consumption is much larger. These problems led to the fact that Huawei’s flagship D1 and D2, which used K3V2, were frequently complained by users as soon as they were released-“Hand warmers” and “Tractors”.

By June 2014, Huawei chip took a big step-finally realized the integration of application processor and self-developed baseband processor Baron 720 on a single chip to form an independent system on chip (SoC, System on Chip) After surpassing the mountains and ridges, Huawei named this chip Kirin 920.

Why is it called “Kirin”? According to a source from Huawei, it is hoped that Huawei’s mobile phone chips will be more vigorous and vigorous through the guardianship of the beasts. The reality is far beyond the expectations of the Huawei people at the time-the Kirin series of chips helped Huawei’s mobile phones to completely achieve Nirvana.

Subsequently, Huawei upgraded the Kirin 925 and applied it to its own flagship Mate7 mobile phone. In the end, Mate7 created the history of domestically produced flagship mobile phones of more than 3,000 yuan, with global sales exceeding 7.5 million units.

The great success of Mate7 greatly encouraged Huawei’s chip team. Since then, Huawei has been out of control on mobile phone chips, and has continuously released upgraded Kirin 960, 970, 980, 990 and other mobile phone processors. Almost every Huawei Mate, P and Honor series mobile phones equipped with these processors are selling well, successfully establishing Huawei’s position in the mid-to-high-end mobile phone market and becoming a smart phone giant alongside Apple and Samsung.

Along the way, the success of Huawei mobile phones is actually largely based on the Kirin chip. Through the continuous upgrade of the Kirin chip, it has continuously output technical and performance support to Huawei mobile phones, and the continuous innovation of mobile terminals is driven by chip technology. , And formed a virtuous circle between the two.

Therefore, HiSilicon’s success is not for no reason, but standing on the shoulders of the giant Huawei!

Second, Qualcomm is indeed hegemonic, but it won’t be long before it’s “jumping”

Qualcomm is definitely a phenomenon in the chip market!

Qualcomm’s main business is divided into two parts, one is QCT (Qualcomm Semiconductor Business), and the other is QTL (Qualcomm Technology Licensing Business). QCT mainly researches and develops integrated circuit products and system software products based on cellular communication technology, connection technology, multimedia technology, multimedia technology, smartphones and terminal A, such as Snapdragon chips; QTL is Qualcomm’s licensing of a large number of its own patented technologies The method is open to the industry, and a certain percentage of the “patent licensing fee” (Qualcomm tax) is charged from the equipment shipped by the manufacturer. These two businesses actually complement each other. The more QCTs are sold, the higher the corresponding QTL income will be. The current ratio of these two businesses is about 3:1.

Qualcomm’s “Qualcomm tax” has long been notorious. Qualcomm has threatened Huawei that if it does not sign a license agreement and pays the license fee on the basis of spending money to buy chips, it will stop supplying chips. What’s even more annoying is that if Huawei buys chips from other chip manufacturers, then it needs to pay a higher so-called “loyalty tax” like Qualcomm to obtain its patent authorization on CDMA and other topics.

In addition to Huawei, smart phone giants including Apple have also suffered the same “threat.” Domestic manufacturers with large shipments such as Xiaomi, OPPO, and vivo are also struggling under this unequal agreement.

It is precisely because of the supply-demand relationship between the two parties that Qualcomm is particularly “arrogant” in front of Chinese mobile phone manufacturers. I just think about it, which company will charge “opening fees” because of customer feedback? !

However, Qualcomm’s arrogance will not last long. The international patent protection period is generally 20 years. Qualcomm has collected a large amount of patent fees within these 20 years by virtue of CDMA. And because of this patent barrier, Qualcomm’s mobile processor has basically formed a monopoly.

With the expiration of Qualcomm’s CDMA patents, and the number of its patents in the 4G/5G field is not enough to suppress other chip design companies, the entire mobile chip field has the possibility of flourishing development.

From the current point of view, in the high, middle and low end of 5G mobile processors, Qualcomm has to face challenges from many companies including Huawei HiSilicon, MediaTek, Samsung, and Spreadtrum. That is, Apple, which has always had to rely on Qualcomm, has now begun to acquire Intel’s baseband division in an attempt to develop its own chips. VIVO began to cooperate with Samsung, and OPPO also began to develop its own chips. It can be said that in the 5G era, the monopoly of Qualcomm’s mobile chips is in jeopardy.

Finally, let’s summarize in one sentence. The position in the market has always been based on strength. When strength is strong, even when Party B is able to oppose customers, this sentence applies to Qualcomm, and it also applies to Huawei and HiSilicon. So, come on. , Improve your strength as soon as possible, regain lost ground as soon as possible!

(The picture comes from the glory mall)

// The new glory is here.//

At the press conference, there will be many new products of Honor 50SE, Honor X20SE, and Honor Play20. Starting at 10:08 on June 1st, Honor will open all-platform reservation activities simultaneously. Users can go to Honor online and offline platform stores to reserve Honor 50 series products for free. As of 16:00 on the 14th, The online platform JD Honor 50 has reserved 597,000 reservations, and the Honor 50Pro has reserved 348,000 reservations. In addition to the 123,400 reservations made by the Honor Mall, the total number of reservations has exceeded 1.05 million, which is unprecedentedly popular.

(The picture comes from Honor Jingdong’s self-operated flagship store)

It is reported that, The Honor 50 series will be equipped with Qualcomm’s Snapdragon 778G 5G mobile platform for the first time. The Snapdragon 778G uses TSMC’s 6nm process technology, A78 architecture, and the highest frequency can reach 2.4GHz. Glory CEO Zhao Ming said at the Qualcomm Technology and Cooperation Summit on May 21 that since Glory became independent, Qualcomm is the first batch of manufacturers to complete the supply certification of Glory and sign a comprehensive supply agreement. Glory’s flagship and high-end products released in the future will all use the Qualcomm Snapdragon platform. Starting in June, Honor’s chip supply will be fully restored.

In November last year, due to the pressure of being cut off from the supply of chips, Huawei decided to sell the business assets related to the Honor brand and no longer hold any shares. After more than two months of independence, almost all suppliers have resumed the supply of Honor, including AMD, Intel, Samsung, Qualcomm, MediaTek, etc.

Huatai Securities believes that the recovery of glory may bring new opportunities for Android industry chain companies, but competition in the mid-end mobile phone market may further intensify, putting pressure on mobile phone manufacturers such as Xiaomi.

// The latest pattern of the mobile phone market //

Looking at domestic brand mobile phones, Last year, the market was basically occupied by the four major brands of Huawei, OPPO, vivo and Xiaomi. Wind data shows that when Huawei’s mobile phones are still shipping normally, Huawei’s shipments in the third quarter of 2020 are 52 million units, far exceeding Xiaomi’s 47 million units, vivo’s 32 million units and OPPO’s 24 million units (OPPO’s second quarter Data, not announced in the third quarter).

And because of the “lack of core” problem, Huawei’s mobile phones have been in a dilemma that they are out of stock. After selling the mobile phone sub-brand “Honor”, Huawei has provided other manufacturers with an opportunity to seize market share. So far, In the first quarter of this year, the shipments of Xiaomi, OPPO and vivo all showed good growth. Among them, Xiaomi began to take the lead, with shipments of 49 million units in the first quarter, far exceeding OPPO’s 38 million units and vivo’s 35 million units.

It is worth mentioning that in the first quarter of 2021, Xiaomi Group has set a revenue of up to 77 billion yuan, with a net profit of 7.8 billion yuan, which has exceeded half of last year’s annual profit, and both revenue and net profit have reached record highs. Mobile phone shipments reached 49.4 million units, successfully ranking among the top 3 in global mobile phone sales, accounting for 13% of the global market share. Huawei’s global market share is only 4%, which is less than 1/3 of Xiaomi’s.

From a global market perspective, the Strategy Analytics report shows that In the first quarter, the top five mobile phone manufacturers in global shipments were Samsung, Apple, Xiaomi, OPPO, and vivo. In the first quarter, neither of the two rankings showed any glory.

On May 21, 2021, Honor CEO Zhao Ming stated at the 2021 Qualcomm Technology and Cooperation Summit that Honor has formally reached a strategic cooperation with Qualcomm. In the future, all products of Honor will adopt the Qualcomm platform. Glory’s chip supply will be fully restored in June, including AMD, Intel, Micron, Samsung, Qualcomm, Microsoft, MTK, etc.

Zhao Ming said that April is the darkest moment of glory, and it will gradually recover from May. Beginning in June, Honor’s chip supply will be fully restored. Honor’s market share was 3% when it was at its lowest, and it has now recovered to 8%.

// Competition in the mobile phone market may further intensify//

Huatai Securities believes that the recovery of glory may bring new opportunities to companies in the Android industry chain such as Sunny, but competition in the mid-end mobile phone market may further intensify, putting pressure on mobile phone manufacturers such as Xiaomi.

Industrial Securities judged that although the supply of chips was resumed in glory, there are still difficulties in obtaining chips under the current extension of the delivery period. The annual mobile phone shipments are expected to remain at around 40 million.

Huajin Securities pointed out that since May, Android-based mobile phone brand manufacturers have placed revision orders and confirmed the order adjustment information with the supply chain. The performance enhancement brought by 5G is not as attractive as expected, technological innovation is limited, consumer replacement cycles are lengthened, and supply-side shortages and price increases have forced terminal manufacturers to respond with reduced specifications. The smartphone sector “made worse” and costs increased in the second quarter And the downward revision of shipments has put pressure on the industry chain.

This time the Honor 50 series phones, For Honor’s flagship model released for the first time since Huawei’s independence, it inherits Huawei’s genes in terms of brand, channel, and technology. Honor’s market performance in the second half of the year and in the future is worth looking forward to.

// The mobile phone industry chain benefits //

According to the analysis of the Liu Shuangfeng & Lei Ming team of CITIC Construction Investment, the new Honor will effectively meet the “delayed” replacement needs of the original Huawei users. It is expected that the new Honor will be able to successfully start the volume in the country in the second half of the year. The overseas market will also gradually make breakthroughs. At the same time, we expect that with the release of new Android phones, as well as the peak season of 618 and Shucu, In the third quarter, the domestic mobile phone market will recover from the weakness in the second quarter, and the performance of the upstream consumer electronics industry chain will also be boosted.

Although the current details of the Honor supplier have not been known, the hot sale of the new Honor machine is undoubtedly positive for the smartphone industry chain. Wind data display, At present, there are many companies in the smart phone industry chain. There are many listed companies in the six major displays, chips, casings, cameras, batteries and PCBs. Worthy of attention.

(Picture from Wind smart phone industry chain)

(Wind Comprehensive China Fund Report, Brokerage Research Report, etc.)

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In June 2021, the 20th anniversary limited-time shop of Puyi glasses opened in Beijing SKP Atrium to commemorate the 20th anniversary of the founding of Puyi glasses. Following the ingenuity and classic style of Puyi Glasses since 2001, the 20th Anniversary Shop of Puyi Glasses writes a new chapter with a unique and elegant style. It symbolizes the round shape of Puyi Glasses and presents an exclusive space belonging to the 20th anniversary of Puyi Glasses. Lai narrates the brand story of Puyi Glasses in the past 20 years.

Since its inception, “round shape” has been the brand symbol of Puyi glasses and an indispensable element. Puyi glasses uses the design concept of “a place with a round sky” to create a masterpiece of classical and modern coexistence and a perfect blend of eastern and western styles; using yellow and purple that represent nobility and elegance as brush strokes, it interprets the luxurious aesthetics from 2001, perfect Presents the 20th anniversary limited-time shop of Puyi Glasses.

At the same time, Puyi Optical Shop, which is also located on the first floor of Beijing SKP, is on a journey of renewal. It will reopen on July 1, so stay tuned.

Extraordinary achievement

The 20th anniversary symbolizes the birth of a legendary dreamer. Using glasses as a pen, outlines the growth trajectory of Puyi glasses. The 20-year history picture scroll is slowly presented here. Puyi glasses have become synonymous with high-end glasses. With its unique perspective on the high-end glasses market, it has redefined the value of glasses and sublimated them into luxury fashion accessories that symbolize taste and attitude.

In the 20 years of development of Puyi Glasses, it has been accompanied by unremitting support from eyewear brands and partners from all over the world. Puyi glasses in the limited time store ingeniously presented congratulations from representatives of different brands, including Mr. Roberto Vedovotto, President and CEO of KERING EYEWEAR, the current president of LOTOS and the fifth-generation helm Mr. Stephan Schmidt, Mr. Henrik Lindberg, CEO and Chief Designer of LINDBERG, Mr. Simon Jablon, Founder and Creative Director of LINDA FARROW, and Founder of MYKITA Moritz Krueger and David Beckham, creative director and Ms. Victoria Beckham, creative director of VICTORIA BECKHAM, etc. They personally shot the congratulatory video for Puyi glasses presents sincere wishes and presented it for the first time in the 20th anniversary limited-time store of Puyi glasses.

Puyi Optical 20th Anniversary Limited-Time Shop carefully presents the 20th anniversary limited editions created by different international brands for Puyi Optical: American luxury brand CHROME HEARTS and Italian top fashion brand GUCCI EYEWEAR, Japanese eyewear designer brand EQUE.M, KEN OKUYAMA, Danish eyewear design Designer brand LINDBERG, German luxury glasses brand MAYBACH and Puyi glasses own glasses brand PUYI PROJECT.

A series of limited editions for the 20th anniversary cooperating with major international brands have written a footnote to the remarkable achievements of Puyi glasses in the past 20 years, and the 20th anniversary limited-time store of Puyi glasses is a testimony of these 20 years of brilliant achievements.

Puyi glasses 20th anniversary blockbuster multiplication

EQUE.M x PUYI 20TH limited edition

With the brand concept of “blooming your most elegant essence”, the glasses of Japanese eyewear designer brand EQUE.M not only focus on design, function and quality, but also a way to express your true self. All EQUE.M glasses are produced in Sabae City, Fukui Prefecture, Japan. They are all handmade, combining the designer’s imagination, innovative spirit and the beauty of traditional Japanese hand-made glasses.

EQUE.M has cooperated with Puyi glasses for many years. In addition to being the exclusive retailer of EQUE.M in Greater China, Puyi glasses also launches different styles with the brand every year. In 2020, Puyi glasses and EQUE.M will join hands to create its first own brand TRESBIND, which will further consolidate the cooperation between the two parties, have a deeper exchange in design, and jointly display creative and quality eyewear products.

To celebrate the 20th anniversary of Puyi Glasses, Japanese eyewear designer brand EQUE.M reinterpreted the classic style MERRY PEANUTS and sincerely turned it into MERRY PEANUTS VII clip-on sunglasses.

The lightweight titanium pear-shaped frame is equipped with clip-on sunglasses. There are 4 colors to choose from, and there are two presentation methods: optical glasses and sunglasses. The clip-on sunglasses and the end of the temples are engraved with the EQUE.M x PUYI 20TH logo, and the hinge is decorated with the brand’s iconic water drop pattern. The design is exquisite and exquisite, which perfectly presents the craftsmanship of Japanese handmade glasses.

The EQUE.M x PUYI 20TH logo is specially printed on the packaging box and glasses cloth, which is more collectible.

KEN OKUYAMA x PUYI 20TH Limited Edition

Japanese eyewear designer brand KEN OKUYAMA glasses are like a noble sports car. Every line is full of fine aesthetics, and every detail reveals an intimate ergonomic concept. The lightness and comfort are vividly interpreted. You can drive fashion, simplicity and classic style. KEN OKUYAMA and Puyi Glasses have been working closely together. In 2015, Puyi Glasses held the “KEN OKUYAMA Sunglasses Collection Launch Event”, which brought the world’s first appearance of the KEN OKUYAMA sunglasses series, including the brand’s special custom styles for Puyi Glasses. Integrating the streamlined concept of a sports car with the design of sunglasses, it demonstrates the innovative spirit of Puyi glasses and KEN OKUYAMA and their unremitting pursuit of exquisite details.

KEN OKUYAMA sincerely created a limited edition-KO-110D for the 20th anniversary of Puyi glasses. The extra-large optical frame adopts a simple and neat frameless design, and is equipped with avant-garde three-dimensional lens angles and top beams. The special gold and silver two-tone design creates a striking urban style.

The new gun-colored temples embellished with rare blue diamonds outline the streamlined appearance of a sports car and have a unique collection value.

The end of the temples is decorated with the brand’s iconic enamel, presenting the concept of ergonomics, making the front and rear weight distribution of the frame more balanced, giving lightness and texture.

LINDBERG x PUYI 20TH limited edition

The Danish eyewear designer brand LINDBERG specially created the LINDBERG x PUYI 20TH limited edition optical glasses style 171015 for the 20th anniversary of Puyi glasses. LINDBERG has worked closely with Puyi Glasses for many years. The 20th Anniversary Style 171015 is the 10th joint model launched by LINDBERG and Puyi Glasses. LINDBERG also regularly organizes new product exhibitions at Puyi Optical, allowing customers to see and experience professional customized services. Mr. Henrik Lindberg, the CEO and chief designer of LINDBERG, even made a special trip to Hong Kong to visit Puyi Optical to exchange experience with a group of valued customers. LINDBERG will continue to cooperate with Puyi Glasses to bring more ultra-light and comfortable glasses to customers.

This 20th anniversary style 171025 belongs to the AIR TITANIUM RIM series. The brand-new titanium rectangular frame is specially designed for Asian faces. The acetate material of the inner frame helps stabilize the whole and effectively improves the comfort of wearing.

LINDBERG’s signature hinge is lightweight, flexible and low-key with delicate details. There are two color options. The transparent color highlights the simple and fashionable style.

The LINDBERG x PUYI 20TH logo is specially printed on the inner side of the temples, the packaging box and the glasses cloth, which has a unique collection value.

MAYBACH EYEWEAR x PUYI 20TH Limited Edition

As an ultra-luxury car brand, when MAYBACH entered the eyewear market, it not only incorporated its own logo into the eyewear design, but actually inherited the brand’s meticulous and diligent design, material, and craftsmanship when making cars. With a rigorous attitude, MAYBACH can be said to have opened up a new realm in the eyewear market. —Puyi glasses, which has been working closely with MAYBACH, is committed to providing a unique choice for those who pursue fashion and luxury quality.

To celebrate the 20th anniversary of Puyi glasses, MAYBACH specially created a limited edition-THE EXCELLENCE I for Puyi glasses, to continue the luxury aesthetics together. The semi-rectangular gold-plated titanium metal frame, coupled with the all-natural hand-made horn temples with special color matching for Puyi glasses, fully demonstrates the brand’s exquisite handwork and rare selection of materials.

Embellished with 8 diamonds totaling 0.12 carats, decorated with legendary brand logos and fine diamond patterns, showing new works of art-like glasses, adhering to the legend of brand luxury.

“MAYBACH x PUYI 20TH” is engraved on the inside of the temples, creating an extraordinary symbol of success and achievement, leading the luxury eyewear market together.

Attached with a collection of orange wooden box, and printed “MAYBACH x PUYI 20TH”; with the MAYBACH card holder made of the first layer of cowhide, fully demonstrate the rare style of the limited edition set.

PUYI PROJECT x PUYI 20TH Limited Edition

Puyi glasses’ own brand PUYI PROJECT, to commemorate the 20th anniversary of Puyi glasses, sincerely launched a limited commemorative model PP110. Based on the classic PUYI PROJECT Series 100, Japanese optical craftsmen have created a new bright pear-shaped frame with 4 colors. The most eye-catching 21K gold-plated model also uses a newly designed tortoiseshell foot cover, which echoes the color of the round antique glasses logo of Puyi glasses, deducing extraordinary craftsmanship and unique aesthetics.

To celebrate the 20th anniversary of the founding of the group, the brand launched the limited commemorative styles PP501 and PP502 of sunglasses for the first time. Japanese eyewear craftsmen make two pilot frames with high-quality titanium. The PP501 front frame and PP502 frame inner ring are decorated with Havana acetate, which exudes a strong retro color. The temples are equipped with specially made foot covers of the same material to create a layered effect and add dazzling surprises to the style.

#PUYI STORY

The 20th Anniversary of Puyi Glasses Bright Chapter

In 2001, Puyi glasses began with enthusiasm and desire; in 2021, it marked the 20th anniversary of Puyi glasses.

#PUYISTORY, a 20-year memorable story. Puyi glasses is full of enthusiasm and joy, always resolutely innovate and strive for excellence, and is committed to providing professional, personalized and unique glasses shopping experience, adhering to the spirit of excellent quality, craftsmanship and extreme professionalism, and continuing to write the future .

To commemorate the bright moment of the 20th anniversary, Puyi Optical Craftsman presented a special leather eyewear collection box, and created a visual short film, opening a new chapter of luxury and opening the extraordinary journey of Puyi Eyewear for 20 years.

Hongmeng’s advantages are mainly reflected in device compatibility and system fluency. Huawei’s purpose in building this system is not to replace Android, but to build an era of the Internet of Everything.

In terms of fluency, because Huawei Hongmeng adopts the micro-kernel distributed design concept, mobile phones equipped with Hongmeng OS are more smooth to use than Android models, and the actual experience does not even lose to Apple’s iOS. As for the shortcomings of Hongmeng OS, it is the immature ecosystem. Compared with Android, which has been developed for so many years, Huawei’s ecological construction of Hongmeng is indeed not perfect. .

Honor mobile phone users are also looking forward to upgrading the Hongmeng OS. The official announcement of the upgrade plan will have to wait until the fourth quarter for the first batch of products. Insiders revealed that the reason is that Huawei and Honor have disputes over the ownership of the old models. It was not until March and April this year that the two parties confirmed their joint maintenance. As it was determined that it was too late to upgrade the Hongmeng system, the adaptation time was delayed by about half a year compared to Huawei. In order to allow more consumers to enjoy Hongmeng OS, the latest news indicates that the plan may be greatly advanced.

Recently, it has been reported that Dong Mingzhu has expressed his own opinions on the Hongmeng system and that Gree will be connected to the Hongmeng system as soon as possible. Dong Mingzhu said: Gree will be connected to the Hongmeng system in the future. Huawei is the most up-and-coming one, which makes us proud. We must learn from Huawei. Huawei will always be our big brother. Huawei is the first and Gree is the second. In fact, before that, Dong Mingzhu had also publicly stated that Hongmeng System, and their Gree appliances had also signed a cooperation with Huawei. In order to allow major manufacturers to adapt as quickly as possible, Huawei even donated Hongmeng’s infrastructure for major operators to develop.

Recently, it has been reported that Dong Mingzhu wants to enter a new field and invest in Taobao’s recently popular Taobao mobile phone software, from thousands of dollars of Adidas Nike and other sports shoes, to major fashion brand clothing, to tens of thousands of LV Rolex For famous bags and watches, only one or two hundred in the shopping, but the quality has reached the European and American standards. Everyone downloads the shopping crazily. In just two years, the shopping has caused a storm of trends in first- and second-tier cities!

Huawei welcomes major manufacturers to work together to achieve the joint construction of the foundation. At the same time, companies similar to Gree can build their own systems through redevelopment of the Hongmeng infrastructure, without the need to build from the most basic architecture.

In addition to speeding up the pace of mobile phone upgrades, third-party brands are also very active in adapting to the Hongmeng system. Brands such as Gree, Midea, and Joyoung have completed partial access to the Hongmeng system.

In addition to smart home appliances such as air conditioners, which Gree is good at, Gree has not given up the mobile phone business. Dong Mingzhu insisted that “Gree will continue to make mobile phones. Gree mobile phones do not challenge the ambitions of the mainstream market of brands such as Huawei and Xiaomi, but hope to find a way out through customized mobile phones. It is not ruled out that the mobile phone of the Huawei Hongmeng system is customized, and in terms of the insignificant volume of Gree mobile phones, joining the Hongmeng camp is the most suitable brand and will not cause overreaction.

Friends, has your mobile phone upgraded to Hongmeng system? If you are not a Huawei mobile phone, do you want your brand to join the Hongmeng camp? Welcome to leave comments and express your views and opinions.

Sparkling crystal sunglasses by designer Alessandro Michele are inspired by the style of Hollywood stars from the old golden age, who always shine on the big screen and in real life. . The Hollywood Forever eyewear line first launched in 2017, returns this year 2021 with traces of old-fashioned splendor embodied in sophisticated contemporary eyewear designs. The designs blend classic charm with modern refinement as they tell exciting stories in which you will take on the lead. The image for the campaign to promote the Hollywood Forever eyewear collection in 2021 captures the “actors” in a soapy bathtub, showing different facial shades with Gucci glasses. The spirit of play throughout the images and videos was taken by photographer Harmony Korine with the backdrop of a vintage-styled flower-tiled bathroom. Each glass style is accentuated with sparkling crystals that are meticulously hand-set to recreate the dazzling Hollywood appeal. On the metal glass frame, the words Gucci and small hearts engraved on the glass bridge add to the beauty of the design. The gold interlocking G logo adds sophistication to the bold and lavish aesthetic. The cat eye glasses are reimagined with sharp corners and striking knurled edges. Vibrant pink adds femininity to the frames with heart-shaped lenses. The classic round eyeglasses design is reinterpreted with oversized lenses, while the rectangular frames have an unusual construction with variable thicknesses. Perform: Tuan Anh

Staying at home to fight against the COVID-19 epidemic, the ‘singing prince’ suddenly became a… beauty blogger Quang Vinh is also an expert in healthcare. Normally, his job is to move a lot and work continuously. Therefore, after each long trip, he always focuses on how to regain lost energy. He also shares 3 regular ways to recharge. Specifically, after each trip, Quang Vinh pampers his body by spending a whole day resting. A deep sleep is the first thing that helps him regain a lot of energy. During each trip, Quang Vinh often “loads” into his body a lot of delicious and strange dishes. However, overeating and out of taste can lead to feeling tired after the trip. Therefore, he often chooses dishes, drinks detox to purify the body and remove residual impurities from previous comfort meals. Quang Vinh is currently one of the 5 most famous travel bloggers in Vietnam Once very famous in the Vietnamese music industry, Quang Vinh suddenly left showbiz in the regret of the audience. However, Quang Vinh was able to make up for his fans with another passion of his, which is travel. The reality show about the male singer’s interesting travel experiences released on the YouTube channel Quang Vinh Passport attracted a lot of attention. With this passion, Quang Vinh became one of the 5 most famous travel bloggers in Vietnam. His personal page is filled with beautiful photos, from fancy cafes, delicious food and of course, most of all, travel photos. Sometimes, his frame is very simple, only the sea and sky, but still very attractive and creates the feeling of wanting to pick up a backpack and go for the viewers.

“I originally intended to record simple scenes in my garden, but I didn’t expect so many people to support me. Life is becoming more and more modern, everyone is rushing to make a living, so I want to recreate a part of my childhood memories with the hope that despite the hustle and bustle of modern life, everyone needs time to rest and relax. relax, slow down to feel the many interesting things in life.” – said the boy. “Farmer brother” is loved for his simple rustic country cooking clips Clips on TikTok, Quang Vinh’s YouTube channel record the scene where he makes pinwheels out of coconut leaves, flies kites along the riverside, goes to the garden to harvest tomatoes, goes fishing, catches snails, and then makes very rustic dishes by himself. The idyllic countryside… captures the hearts of viewers, recalls childhood memories, and is also very popular with housewives. In his videos, with a length of only 1-2 minutes, “the farmer” is very quiet, there are clips that say almost nothing, only the sound of rustling leaves, birds singing in the garden and The clanking sound of cooking utensils is very lively… Attractive dishes under the hands of the “farmer” With simple and close content, Quang Vinh’s clips all take advantage of “homegrown” things, which are inexpensive: “Before filming, there were enough ingredients in the garden, so I only prepared 1 more a little. The preparation time is also fast because the dishes I make are all rustic dishes, familiar to the countryside.” Many young people watched Vinh’s clip and called it “Ly Tu That” male version, the guy smiled and said: “I know and admire Ly Tu That very much, her videos make me feel peaceful and rustic. but also pretty neat. Being given the favor, I feel very happy, surprised, thank you everyone.” Many young people have become “hard fans” of the farmer’s Tiktoker, always waiting to see new clips. Before the news that many netizens speculated that he was the “underground tycoon” who had such a garden, making a clip just for fun, Quang Vinh smiled and replied: “You keep saying that you are rich underground. But I’m just really emotional.” In addition to posting videos of making country dishes, Vinh also reviews and introduces famous street food dishes in all provinces and cities across the country, such as famous banh mi in Ho Chi Minh City, vermicelli in Ben Tre , dried squid in My Tho, noodle soup in Tra Vinh… “I am a person who loves to travel and explore new lands, especially remote countryside that I have never been to. In the near future, I plan to make more clips in different provinces so that people know more about Vietnamese cuisine and tourism. You know, the scenery and dishes of our country are also unique and attractive!” With the desire to join hands to improve the value of Vietnamese agricultural products, Quang Vinh has conducted livestreams, each “closing orders” to support people in Nghe An to consume tens of tons of oranges, helping to consume plums by Son La plums. This year has been very good season, but prices have dropped and consumption has been difficult. One of the interesting experiences of Quang Vinh is being with farmers in Tra Vinh to harvest durians, eat pomelos in the garden, pick apricots (plums)… “Farmer” 9x joins hands to support people to consume oranges and plums… “Our relatives worked hard all year just looking at the harvest season, but the epidemic made it difficult for consumption. I hope that in the near future, I will be able to connect more agricultural product consumers to help people. If possible, I will livestream more in localities across the country. We hope that our relatives and country will overcome the pandemic firmly.”

Stir-fried morning glory is a familiar dish in every family’s rice tray. No need to be too fussy, just a few ingredients that are easy to find in the kitchen and you have an excellent and delicious garlic spinach dish. Although it is easy to do, not all women know how to stir-fry the crispy green water spinach without turning black. Illustration. Here is the secret to having a delicious crispy green spinach plate. – Choose water spinach To have a delicious sauteed water spinach plate, you need to choose fresh vegetables, fat and young stems. Wash water spinach with clean water and then briefly put it in a pot of boiling water. Do not forget to add a little salt to the pot of boiling water to make the vegetables green and crispy. When the vegetables are rare, quickly take them out and put them in a bowl of cold water and drain. – Stir-fry water spinach When you see the vegetables are drained, bring them to stir-fry. You should choose an aluminum or cast iron pan because this type of pan conducts heat well and evenly so the vegetables cook quickly and still retain their green color. – Flame is the key element You may not know, for delicious stir-fried water spinach requires a large, strong fire. Put the pan on the stove, then add the cooking oil and saute the crushed garlic. Add the blanched water spinach in the previous step and stir well. Season to taste and then turn the pan of vegetables down as soon as the vegetables are cooked. If you leave vegetables on the stove for too long, it will make the vegetables dark and mushy, both unsightly and not crispy. – Lemon juice is the secret to crispy green spinach According to professional chefs, when stir-frying water spinach, adding a little lemon juice will make the dish more delicious and richer. How to make delicious crispy garlic fried water spinach – Materials needed: + Water spinach + Dried garlic + Cooking oil + Spices: Seasoning seeds, lemon – How to make stir-fried morning glory with garlic + Step 1: Water spinach bought and picked up, washed, cut into pieces about 10cm. Remove all yellow leaves and drain. + Step 2: Put a pot of clean water on the stove and bring to a boil. Drop the water spinach in to blanch it and then take it out into a bowl of ice water to make the greens crunchier. + Step 3: Peel the garlic, smash it and chop it finely. Put the oil pan on the stove, wait until the oil is hot, then fry the garlic. Next, add water spinach to the island. Season to taste. Note, you should stir-fry water spinach with high flame, stir well to cook evenly. When the vegetables are cooked, turn off the stove so the vegetables will be green and crispy. Add a little lemon juice to the water spinach to make the vegetables richer and more delicious. Just follow a few simple steps and you have a delicious stir-fried morning glory with garlic. Good luck!

Edit｜History “Tesla has finally encountered an opponent with equal technical strength and flickering ability,” said Wang Xing, CEO of Meituan, who was promoted to “KOL in the new energy vehicle industry” after Huawei’s self-driving video caused heated discussions. Avoiding the praise and criticism in the original words, Wang Xing compared Tesla with Huawei, so that BAIC’s high-end new energy brand Jihu, which plays the role of the automaker, has no sense of existence. Not only that, AI Finance and Economics found that Huawei’s car-making was highly praised on the Internet, but there were different attitudes towards cars equipped with this technology. Some people think that the fate of BAIC Blue Valley may be rewritten. Others questioned, “The quality of BAIC is 400,000?”, “The best self-driving car can take off if hit by a car?” A chief analyst in the automotive industry told AI Finance and Economics that BAIC New Energy’s product strength is not more competitive in the market. With the addition of Huawei’s autonomous driving, it is unknown whether the market perception can be changed: “High-end The self-driving jersey cannot change weak physical fitness.” The limelight gave Huawei On the eve of the Shanghai International Auto Show on April 17, the Alpha S, the second model of Arcfox, a high-end brand of BAIC New Energy Automobile, was officially launched. The price of the four models was 251,900 yuan to 344,900 yuan after subsidies. From the perspective of product positioning and pricing, one of Alpha S’s main competitors is Tesla. In addition to the dazzling parameters, the HUAWEI INSIDE version blessed by Huawei’s high-end autonomous driving became the biggest highlight of the press conference. The basic version with Huawei ADS highway automatic driving function was priced at 388,900 yuan, equipped with Huawei ADS full automatic driving (including urban areas). , High-speed, valet parking, etc.) features high-end version priced at 429,900 yuan. It is reported that the new car is expected to start delivery in the fourth quarter of this year. The cooperation between Huawei and BAIC is not sudden. As early as 2019, Huawei and BAIC Blue Valley subsidiary BAIC New Energy announced the establishment of the “1873 Davidson Innovation Laboratory” to jointly develop technologies for the next generation of intelligent networked electric vehicles. At that time, Huawei’s rotating chairman Xu Zhijun said that Huawei and BAIC’s two partners would “build a world-class car”. At that time, the market speculated whether Huawei would build the car itself. At the Shanghai Auto Show in May of the same year, Xu Zhijun said that Huawei does not build cars, but is committed to becoming an “incremental component supplier for intelligent connected cars.” For BAIC, the focus of the outside world is more about “how BAIC realizes the transformation from B-end to C-end”. In 2020, BAIC New Energy’s high-end brand ARCFOX Polar Fox finally launched its first model Polar Fox Alpha T. This pure electric medium-sized SUV is equipped with Huawei’s MH5000 5G chip and uses Bosch’s autonomous driving assistance system. However, sales have been bleak since its launch, with only 71 vehicles sold in March this year. The first product is not good, so I hope that the second product will shine. For the “first Alpha S equipped with Huawei’s high-end autonomous driving system”, someone close to Huawei said that it is essentially an L4 level of autonomous driving, but it is limited to compliance and is used in publicity. L2 level words. The current level of L2 autonomous driving has gradually become the standard for new cars, but most of them are targeted at highway conditions and do not meet the daily urban commuting needs. Judging from the test drive videos that have been widely reposted, the Extreme Fox equipped with Huawei’s autonomous driving solution has been able to cope with the complex road conditions in the city, and the claimed 1,000 kilometers do not require manual takeover, which is quite amazing. Wei Jiadong, a brand marketing expert and a tutor for postgraduate students at Beiwai International Business School, believes that the car jointly launched by BAIC and Huawei has attracted a lot of attention due to an autonomous driving video. In terms of communication, technology companies like to talk about technology, and listing parameters makes users’ perception weaker and unable to remember the bright spots. Need to spread more convincing stories, and even give reasons in terms of user value and service. In addition, there are not many application scenarios for autonomous driving. The decision of users to purchase a car is often based on the appearance, space, comfort, brand, safety, price, etc. of the car. “The price is stuck at 400,000 yuan, and BAIC’s confidence is due to Huawei. Is it bursting?” Word-of-mouth slippage BAIC New Energy can be regarded as a veteran brand in the domestic new energy vehicle market: BAIC New Energy was established in 2009, and the first pure electric mass-produced car C30DB was launched in 2011. Although it is a few years later than BYD, it has a competitive price. It has opened a new energy vehicle “public” consumer market, and has won the new energy vehicle market sales laurel for 7 consecutive years. Not only that, BAIC has also witnessed the ups and downs of the domestic auto industry, just like large auto companies such as SAIC, SAIC, GAC, and Dongfeng. According to statistics from the National Development and Reform Commission, there were 355 domestic vehicle brands in 2005, of which proprietary brands accounted for 69%, mainly in the commercial vehicle field. To this end, strengthening independent innovation has become the focus of the development of the automotive industry during the “Eleventh Five-Year Plan” period, and guiding enterprises to merge and reorganize in competition and have a production capacity of one million vehicles. Before attacking new energy, BAIC wanted to compete with GAC for the top spot in the “Four Smalls” and proposed a radical “Big BAIC” concept. As the former chairman of BAIC Holdings, Xu Heyi, who took office in 2006, has always had a clear purpose-to rapidly expand the scale of BAIC and become the first camp of domestic auto companies. However, after losing battles with Volvo, Chrysler and other mergers and acquisitions, BAIC identified a number of domestic small and medium-sized auto companies, and finally included Saab, Weiwang, Changhe, Beijing, Magic Speed, Foton and other resources into the bag. Four major national layouts in Central China, South China, Southwest, and East China have been formed, and the desire for rapid expansion has finally been realized. However, industry insiders pointed out that large-scale expansion can still be supported in a high-growth, extensive market environment. As market competition intensifies, BAIC has focused on expansion but ignored the improvement of basic capabilities, laying hidden dangers for future development. In 2011, BAIC, which has successfully achieved capacity and scale expansion, accelerated the development of its own brands under the “Twelfth Five-Year Plan”, and new energy vehicles became a breakthrough point. BAIC New Energy, which “trades by price”, quickly occupied the B-end market such as taxis and online car-hailing. But the good times are not long. The slow model update, lagging technology, and worrying quality have gradually become the label of BAIC New Energy. Not only that, the sales of Saova, which is the main force of BAIC’s own brand sales, encountered Waterloo, and Weiwang, Changhe and Magic Speed ​​also fell sharply. The entire BAIC self-owned brand matrix has fallen into a situation where the tail end will not drop. What is the prospect of cooperation with Huawei? At the press conference on April 17, Liu Yu, chairman of BAIC Langu, stated that “this year must be the first year of high-level autonomous driving.” The landing process of autonomous driving has attracted much attention in recent years. Gartner, an international research organization, pointed out that it will take at least 10 years to achieve autonomous driving above the L4 level, because this is not only a technical problem, it also involves business, policy, legal, ethical and other constraints. The current autonomous driving has several different grading standards. The more mainstream NHTSA (United States Highway Safety Administration) divides it into 5 grades, and SAE (International Society of Automata Engineering) divides it into 6 grades. The “Automotive Driving Automation Classification” officially implemented on the 1st is closer to SAE. In addition to classification, the supporting laws and regulations need to be further improved. The judgment standards and statutory operating areas of autonomous driving in actual application scenarios need to be further improved and improved. clear. Even Liu Yu also said at the press conference: “Since it is the first year, there must be a lot of things that are not ready. This is an inevitable fact.” An industry insider pointed out that for most car owners, L2 and L2.5 level autopilots are no longer a rare concept, and L3 and L4 are indeed somewhat beyond the scope of cognition. “It is not so much a landing, it is a preemption of cognition. , Preconceived.” “The thinking of BAIC New Energy is that the power source is only the carrier, and what will be developed in the future is the new technology attached to the power source. The new brand we want to create is based on driving and riding. We hope to advance through technology. , Change the way consumers travel.” Liu Yu said. In terms of intelligent configuration, Alpha S has 12 ultrasonic radars, 5 millimeter wave radars, 4 panoramic cameras, and 1 driver face recognition camera. Huawei HI version has 34 sensors, 3 96-wire car-gauge lidars, 6 millimeter wave radars, 12 cameras, and 13 ultrasonic radars. According to the parameters, some people speculate that Huawei’s technical level can already surpass Tesla’s autopilot FSD. It is undeniable that joining hands with Huawei has given Jihu a certain advantage in differentiated products. However, the “incremental parts supplier” Huawei’s cooperative car company is not only BAIC. “It needs to be considered that this car can only land in the fourth quarter. By that time, similar products that Huawei has cooperated with Changan, Xiaokang, and Guangzhou Automobile have basically come out. Baidu Apollo products have also come out, and the price may be cheaper. “A brokerage auto industry analyst thinks so. Regarding the product price of 400,000 yuan, Liu Yu explained in an interview that the price was decided after repeated discussions between Jihu and Huawei. Some analysts believe that Huawei, which holds core technologies, has always been known as a strong one. In contrast, Beiqi Jihu’s right to speak is naturally weaker by three points. In the eyes of the outside world, in the face of Jihu’s 400,000 yuan price, the first question is the “why” of BAIC Jihu. Few people question the value of the technology provided by Huawei. After coming and going, Beiqi polar fox is like a mute eating coptis, and there is no way to tell. In addition, “Huawei’s several partners have different strengths. In terms of R&D and production, there is a gap between BAIC, GAC, and Changan. At that time, Jihu will not perform well, and it is likely that Jihu itself will become the target of public criticism.” The auto analyst added. This article was originally produced by AI Finance and Economics, an account of “Finance World” Weekly. Please do not reprint it on any channel or platform without permission. Offenders must be investigated.

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Edit｜History

“Tesla has finally encountered an opponent with equal technical strength and flickering ability,” said Wang Xing, CEO of Meituan, who was promoted to “KOL in the new energy vehicle industry” after Huawei’s self-driving video caused heated discussions. Avoiding the praise and criticism in the original words, Wang Xing compared Tesla with Huawei, so that BAIC’s high-end new energy brand Jihu, which plays the role of the automaker, has no sense of existence.

Not only that, AI Finance and Economics found that Huawei’s car-making was highly praised on the Internet, but there were different attitudes towards cars equipped with this technology. Some people think that the fate of BAIC Blue Valley may be rewritten. Others questioned, “The quality of BAIC is 400,000?”, “The best self-driving car can take off if hit by a car?”

A chief analyst in the automotive industry told AI Finance and Economics that BAIC New Energy’s product strength is not more competitive in the market. With the addition of Huawei’s autonomous driving, it is unknown whether the market perception can be changed: “High-end The self-driving jersey cannot change weak physical fitness.”

The limelight gave Huawei

On the eve of the Shanghai International Auto Show on April 17, the Alpha S, the second model of Arcfox, a high-end brand of BAIC New Energy Automobile, was officially launched. The price of the four models was 251,900 yuan to 344,900 yuan after subsidies. From the perspective of product positioning and pricing, one of Alpha S’s main competitors is Tesla.

In addition to the dazzling parameters, the HUAWEI INSIDE version blessed by Huawei’s high-end autonomous driving became the biggest highlight of the press conference. The basic version with Huawei ADS highway automatic driving function was priced at 388,900 yuan, equipped with Huawei ADS full automatic driving (including urban areas). , High-speed, valet parking, etc.) features high-end version priced at 429,900 yuan. It is reported that the new car is expected to start delivery in the fourth quarter of this year.

The cooperation between Huawei and BAIC is not sudden. As early as 2019, Huawei and BAIC Blue Valley subsidiary BAIC New Energy announced the establishment of the “1873 Davidson Innovation Laboratory” to jointly develop technologies for the next generation of intelligent networked electric vehicles. At that time, Huawei’s rotating chairman Xu Zhijun said that Huawei and BAIC’s two partners would “build a world-class car”.

At that time, the market speculated whether Huawei would build the car itself. At the Shanghai Auto Show in May of the same year, Xu Zhijun said that Huawei does not build cars, but is committed to becoming an “incremental component supplier for intelligent connected cars.” For BAIC, the focus of the outside world is more about “how BAIC realizes the transformation from B-end to C-end”.

In 2020, BAIC New Energy’s high-end brand ARCFOX Polar Fox finally launched its first model Polar Fox Alpha T. This pure electric medium-sized SUV is equipped with Huawei’s MH5000 5G chip and uses Bosch’s autonomous driving assistance system. However, sales have been bleak since its launch, with only 71 vehicles sold in March this year.

The first product is not good, so I hope that the second product will shine. For the “first Alpha S equipped with Huawei’s high-end autonomous driving system”, someone close to Huawei said that it is essentially an L4 level of autonomous driving, but it is limited to compliance and is used in publicity. L2 level words.

The current level of L2 autonomous driving has gradually become the standard for new cars, but most of them are targeted at highway conditions and do not meet the daily urban commuting needs. Judging from the test drive videos that have been widely forwarded, the Extreme Fox equipped with Huawei’s autonomous driving solution has been able to cope with the complex road conditions in the city, and the claimed 1,000 kilometers do not require manual takeover, and the effect is quite amazing.

Wei Jiadong, a brand marketing expert and a tutor for postgraduate students at Beiwai International Business School, believes that the car jointly launched by BAIC and Huawei has attracted a lot of attention due to an autonomous driving video. In terms of communication, technology companies like to talk about technology, and listing parameters makes users’ perception weaker and unable to remember the bright spots. Need to spread more convincing stories, and even give reasons in terms of user value and service.

In addition, there are not many application scenarios for autonomous driving. The decision of users to purchase a car is often based on the appearance, space, comfort, brand, safety, price, etc. of the car. “The price is stuck at 400,000 yuan, and BAIC’s confidence is due to Huawei. Is it bursting?”

Word-of-mouth slippage

BAIC New Energy can be regarded as a veteran brand in the domestic new energy vehicle market: BAIC New Energy was established in 2009, and the first pure electric mass-produced car C30DB was launched in 2011. Although it is a few years later than BYD, it has a competitive price. It has opened a new energy vehicle “public” consumer market, and has won the new energy vehicle market sales laurel for 7 consecutive years.

Not only that, BAIC has also witnessed the ups and downs of the domestic auto industry, just like large auto companies such as SAIC, SAIC, GAC, and Dongfeng. According to statistics from the National Development and Reform Commission, there were 355 domestic vehicle brands in 2005, of which proprietary brands accounted for 69%, mainly in the commercial vehicle field. To this end, strengthening independent innovation has become the focus of the development of the automotive industry during the “Eleventh Five-Year Plan” period, and guiding enterprises to merge and reorganize in competition and have a production capacity of one million vehicles.

Before attacking new energy, BAIC wanted to compete with GAC for the top spot in the “Four Smalls” and proposed a radical “Big BAIC” concept. As the former chairman of BAIC Holdings, Xu Heyi, who took office in 2006, has always had a clear purpose-to rapidly expand the scale of BAIC and become the first camp of domestic auto companies.

However, after losing battles in mergers and acquisitions with Volvo and Chrysler, BAIC identified a group of small and medium-sized auto companies in China, and finally acquired resources such as Saab, Weiwang, Changhe, Beijing, Magic Speed, and Foton. Four major national layouts in Central China, South China, Southwest, and East China have been formed, and the desire for rapid expansion has finally been realized. However, industry insiders pointed out that large-scale expansion can still be supported in a high-growth, extensive market environment. As market competition intensifies, BAIC has focused on expansion but ignored the improvement of basic capabilities, laying hidden dangers for future development.

In 2011, BAIC, which has successfully achieved capacity and scale expansion, accelerated the development of its own brands under the “Twelfth Five-Year Plan”, and new energy vehicles became a breakthrough point. BAIC New Energy, which “trades by price”, quickly occupied the B-end market such as taxis and online car-hailing. But the good times are not long. The slow model update, lagging technology, and worrying quality have gradually become the label of BAIC New Energy. Not only that, the sales of Saova, which is the main force of BAIC’s own brand sales, encountered Waterloo, and Weiwang, Changhe and Magic Speed ​​also fell sharply. The entire BAIC self-owned brand matrix has fallen into a situation where the tail end will not drop.

What is the prospect of cooperation with Huawei?

At the press conference on April 17, Liu Yu, chairman of BAIC Langu, stated that “this year must be the first year of high-level autonomous driving.”

The landing process of autonomous driving has attracted much attention in recent years. Gartner, an international research organization, pointed out that it will take at least 10 years to achieve autonomous driving above the L4 level, because this is not only a technical problem, it also involves business, policy, legal, ethical and other constraints.

The current autonomous driving has several different grading standards. The more mainstream NHTSA (United States Highway Safety Administration) divides it into 5 grades, and SAE (International Society of Automata Engineering) divides it into 6 grades. The “Automotive Driving Automation Classification” officially implemented on the 1st is closer to SAE. In addition to classification, the supporting laws and regulations need to be further improved. The judgment standards and statutory operating areas of autonomous driving in actual application scenarios need to be further improved and improved. clear. Even Liu Yu also said at the press conference: “Since it is the first year, there must be a lot of things that are not ready. This is an inevitable fact.”

An industry insider pointed out that for most car owners, L2 and L2.5 level autopilots are no longer a rare concept, and L3 and L4 are indeed somewhat beyond the scope of cognition. “It is not so much a landing, it is a preemption of cognition. , Preconceived.”

“The thinking of BAIC New Energy is that the power source is only the carrier, and what will be developed in the future is the new technology attached to the power source. The new brand we want to create is based on driving and riding. We hope to advance through technology. , Change the way consumers travel.” Liu Yu said.

In terms of intelligent configuration, Alpha S has 12 ultrasonic radars, 5 millimeter wave radars, 4 panoramic cameras, and 1 driver face recognition camera. Huawei HI version has 34 sensors, 3 96-wire car-gauge lidars, 6 millimeter wave radars, 12 cameras, and 13 ultrasonic radars. According to the parameters, some people speculate that Huawei’s technical level can already surpass Tesla’s autopilot FSD.

It is undeniable that joining hands with Huawei has given Jihu a certain advantage in differentiated products. However, the “incremental parts supplier” Huawei’s cooperative car company is not only BAIC. “It needs to be considered that this car can only land in the fourth quarter. By that time, similar products that Huawei has cooperated with Changan, Xiaokang, and Guangzhou Automobile have basically come out. Baidu Apollo products have also come out, and the price may be cheaper. “A brokerage auto industry analyst thinks so.

Regarding the product price of 400,000 yuan, Liu Yu explained in an interview that the price was decided after repeated discussions between Jihu and Huawei.

Some analysts believe that Huawei, which holds core technologies, has always been known as a strong one. In contrast, Beiqi Jihu’s right to speak is naturally weaker by three points. In the eyes of the outside world, in the face of Jihu’s 400,000 yuan price, the first question is the “why” of BAIC Jihu. Few people question the value of technology provided by Huawei. After coming and going, Beiqi polar fox is like a mute eating coptis, and there is no way to tell.

In addition, “Huawei’s several partners have different strengths. In terms of R&D and production, BAIC, GAC, Changan, etc., have their own gaps. At that time, Jihu will not perform well, and it is likely that Jihu itself will become the target of public criticism.” The auto analyst added.

This article was originally produced by AI Finance and Economics, an account of “Finance World” Weekly. Please do not reprint it on any channel or platform without permission. Offenders must be investigated.

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