Recently, Chen Yudong, president of Bosch China, said at the China Automobile Blue Book Forum: "car manufacturers have enough to eat and have nothing to do. Automobile companies must not make mobile phones. It is good to do a good job of automobile enterprises and dig deep into the automobile industry." At the same time, Chen Yudong also pointed out that cars and mobile phones are of a completely different order of magnitude. Now the automobile industry is very difficult to do, to achieve a car sales of 1 million a year, is already a very difficult and remarkable thing. Even if these 1 million cars have been used for five years, there are only 5 million customers and only 5 million mobile phones converted into mobile phone users.
In recent years, with the promotion of intelligence and new energy, many mobile phone companies have built cars across the border, and many car companies have announced that they have entered the field of military mobile phones. There are many familiar brands. For example, when Xiaomi announced cross-border car construction in March 2021, Lei Jun said at the time that this was the last time in his life to start a business and was willing to bet all his reputation to lead the team to fight for Xiaomi cars himself. As to why cars are built, Lei Jun once said: making cars is not for "limelight". At present, electric cars have changed from machinery industry to information industry. Coupled with the fact that some peers are already doing it, Xiaomi will be eliminated if it is not done.
Geely announced the signing of a strategic cooperation agreement with Wuhan Economic and technological Development Zone in September 2021, officially announcing its entry into the mobile phone field. With regard to the cross-border construction of mobile phones, Geely Li Shufu once responded that mobile phones are fast iterative portable mobile terminals and an application carrier for electronic product market verification and software innovation, allowing users to share the fruits of innovation as soon as possible. at the same time, it can transfer some of the safe and reliable results to the automobile application, and realize the close interaction between the car machine and the mobile phone software technology.
On the other hand, in July last year, a blogger revealed on the Internet that CEO Li Bin of Lvlai Motor Co., Ltd., said that the mobile phone is being advanced and that it wants to build an easy-to-use mobile phone for NIO users and develop one mobile phone every year, just like Apple. It is not surprising that Lulai Automobile has entered the mobile phone field across the border. Li Bin once said: mobile phone is the most important device for connecting NIO vehicles, and 50% of users who are using iPhone,40% are using Huawei. As Apple is now very closed to the automotive industry, such as the standard UWB for the future second-generation platform, Apple does not open the interface, which makes it very passive. Therefore, the research and development of mobile phones is based on the interests and experience of users, a good study of mobile phones and car-centered intelligent terminals.
In addition, there were earlier reports that OPPO was preparing to build a car, although there was no official response to the news. However, according to enterprise search information, OPPO has applied for more than 60 car patents, including vehicle positioning methods, devices, vehicle positioning systems, as well as ranging devices, ranging methods, cameras and electronic equipment related to cars. Earlier, OPPO CEO Chen Mingyong also said that he would not enter the field of car building at present and would try it if he had the strength in the future.
In fact, judging from the current mobile phone market, Chen Yudong's statement is not without reason. According to the latest forecast released by TechInsights, a relevant market analysis firm, global smartphone shipments will contract in 2023, with annual smartphone shipments falling from 1.1881 billion to 1.16 billion, down 2.8 per cent from 1.2 billion in 2022. TechInsights expects Samsung and Apple to continue to lead the global smartphone market, followed by Chinese brands such as OPPO, vivo, Voice, Glory, realme, Lenovo Motorola and Huawei.
Of course, the purpose of different car companies to build mobile phones is different, the coming aspect is to deepen the user experience, while for Geely, it is to build the user ecological chain. However, cross-border success in other areas is not easy, and car companies from Xiaomi to Geely and Xilai will eventually become a foil when they try to build mobile phones across borders. After all, at this stage, the mobile phone market is already the "Red Sea", and most of its market share has been eroded by leading manufacturers such as Apple, Samsung, Huawei and OPPO, leaving less and less room for new players in the future.
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