Meizu married, Geely took off?

Produced ｜ Pai Finance

Text ｜ Chen Qingzhizhi ｜ Paid Son

After receiving Meizu, the travel network created by Li Shufu is a compilation.

A few days ago, Hubei Xingji Times Technology Co., Ltd. announced that 79.09% of Meizu Technology held a controlling stake in Meizu Technology and obtained separate control of Meizu Technology. Some people in the industry said that Meizu had a price of 3 billion in 2021, and it was estimated that the transaction should be at a level 1 billion.

Regarding this cross -border acquisition, Li Shufu explained that the tracks of the two industries of smart cars and smartphones in the future are no longer monotonous, and the two no longer do their own ways. Integrated integration relationship. The goal is very straightforward. Geely bought Meizu and made mobile phones for smart cars, but different from ordinary large manufacturers to make mobile phones. Li Shufu pursued a more differentiated side.

Geely who has never been involved in the field of mobile phone, and joined forces to be a pioneer of Meizu, is it a blessing or a disaster? Is there still a chance to come back in Meizu in the future?

01 Geely "hand -handed" mobile phone

Regarding the development of the automotive industry in the future, Wang Chuanfu, chairman of BYD, had a well -known assertion: Electricity is the first half, and intelligentization will be the second half. Looking at it now, this has become a future pattern of general recognition of the automotive industry.

However, Geely Li Shufu, who has been drunk at the fuel car, has always sniffed at the new forces of the car and their smart cars. From 2015 to 2018, since the emergence of the word "Internet car building", Li Shufu has repeatedly reproduced him for "circle money", "flickering", and "soul without the body" on different occasions.

Therefore, at the future of Bao Bao, Li Shufu used more energy on electric vehicles. Just as the new forces of the car were just born in 2015, Geely released the "Blue Geely Action" plan, claiming that by 2020, the sales of new energy vehicles will account for more than 90%of its overall sales.

Subsequently, according to Li Shufu's plan, Geely began to act. First, in 2017, the new energy vehicle brand "Jixing" was split from Volvo, and then released the new energy brand "geometry" in 2019; in 2021, Geely established again New energy brands such as "Maple Leaf" and "Ji Yan".

However, Geely Electric vehicles without "souls" and exclusive technology of colorful technology have never met expectations. According to data from Geely Group, Geely's overall sales in 2021 were 1.328 million, and the sales of new energy vehicles accounted for only 7.9%of the overall sales. Rui Lan) Sales of 109,700 units, accounting for about 14.3%of the total sales.

During the same period, the penetration rate of new energy vehicles in the second quarter of China had reached more than 25%. The head car company was Geely, which was obviously backward. This was an extremely dangerous signal.

How can we not lose the team in the future? It is obviously the most obvious answer to keep up with the wave of intelligence, but the question is how to keep up. Li Shufu's idea is to change the disgusting attitude of the past, bet on and lead intelligent, and make it a selling point of Geely New Energy Vehicle. To eliminate the situation where electrification is too passive.

Therefore, Geely launched the vast architecture for the new energy vehicle, its core engine technology troideation 7nm vehicle -level chip, and successfully achieved streaming films ... After layout, Geely even became satellite communication, positioning, high -precision maps and high -precision maps and high -precision maps and high -precision maps and high -precision maps and high -precision maps and high -precision maps and high -precision maps and high -precision maps. The car company developed by navigation and automobile chips to the full stack of software and hardware, and the "one network and three systems" layout has initially achieved results. On this basis, Geely launched a high -end polar 001 model, trying to occupy a place on the smart car track.

But it is undeniable that the combat effectiveness of extremely 001 is indeed a bit pulling.

In Zhihu, the netizen's "destroying the dead" described his friend to buy the heart abuse experience of the extremely 001, and in summary, it was: waiting for eight months, jumping tickets several times, spending 300,000, and experienced 20 hours. It said that the original friend was "attracted by the gorgeous data on the PPT". After a long and twists and turns, only less than 20 hours after use, the window glass could not fall. After the operation of the car and swiping cards many times, "the car has no response, and the seat adjustment, electric trunk, air conditioning and other equipment have been stopped, and the car cannot be started Helpless return to the factory to repair.

However, the problems encountered by the above owners are not an example. On January 10th, "Yuan Qicong", a well -known domestic car judge, posted a video content on the social platform. During the normal driving process, the buttons of the Bluetooth and radios of the radio were not responded during the normal driving process. The page is stuck.

Black -screen death machine, U disk read failure, navigation positioning failure ... On the Internet, the sound of vomiting and complaints 001 is full, and the problems encountered are even more.

From the perspective of the hardware, the extremely 001 is actually not backward. Similar to mainstream smart electric vehicles such as Xiaopeng and ideal, they are equipped with Qualcomm 820A chip, and the latter two need to be completed in terms of autonomous driving and vehicle system processing. Work is not less than the extremely 001.

Therefore, all the issues of Jiyang 001 point to the smart vehicle system, which is actually Geely's pain point.

Geely, including Geely, Lingke, Ji Yan, etc., has been spit by users for a long time due to the "pulling" of the vehicle system. Such a performance directly led to the extremely 001 in June and became the only model in smart cars with reduced sales. The situation was not optimistic. And all problems point to a source -Geely intelligent ability is too poor.

In contrast, friends and merchants from cross -border in the mobile phone industry, due to the strong system optimization ability, its level of intelligence is widely optimistic about the industry and outside the industry. It was impressed by the competitors.

In this case, anyway, I already have key capabilities such as satellite communications, chip development, and the needs and goals of doing intelligent operating systems. At the same time, it is not difficult to make mobile phones at the hardware level. Why do Geely do not make mobile phones by themselves? After all, letting cars and mobile phones have become unanimous ideas for players such as Tesla, Weilai.

It is reported that in the Xingji era, the team of the byte inquiry hammers, but the bytes opened a very high price, and after being acquired by bytes, members of the hammer mobile phone team were seriously lost. Not much. Therefore, Geely has shifted its goal to Meizu, which is unsatisfactory. Geely has money, demand, and foundation. Meizu has experience, teams, and supply chains. More importantly, the two are cheap.

Only in this way can Li Shufu allow Li Shufu at the lowest cost, while not being auspiciously built with the basic capabilities of the cost of wealth, to meet the goals of his intelligent overtaking.

02 Meizu's best destination

Geely's intelligent maps are slowly unfolding. What will happen to the Xiaocai Factory Meizu?

When domestic mobile phone manufacturers are still seeking differentiation with foreign manufacturers such as Nokia, Samsung, Motoro and other foreign manufacturers, they are dual -cards, large batteries, and horse -raid lanterns, and Meizu, who is MP3, began to turn his eyes to smartphones.

In 2009, Meizu officially released the first smartphone Meizu M8 in China. "In the early days of the development of domestic smartphones, Meizu won on the starting line." Even the Xiaomi Lei Army was brought into the door by the founder of Meizu: "It's not me to teach him, he understands X."

When the "small and beautiful" Meizu mobile phone, when Xiaomi and other latecomers have shifted to accelerate, they have never stepped out of their own comfort zone. Millions of annual sales are not worth mentioning in front of friends. But not everyone does not appreciate Meizu. In February 2015, Meizu announced the introduction of Alibaba's $ 590 million strategic investment. A person present revealed that in the meeting with Huang Zhang, Ma Yun believed that in the future, the domestic mobile phone market only had the opportunity to have the top three, and he was optimistic about Apple, Xiaomi, and Meizu.

With Ali's investment support, Meizu completely let go of his hands and feet, and launched Mei Blue mobile phone. The small and beautiful positioning turned to large and complete. In 2015, Meizu began to usher in a highlight at the market. Taiwan, the next year's sales climbed to 22 million units.

However, such glory did not last long. According to data released by BCI, from December 28, 2020 to January 31, 2021, Meizu's market share was only 0.1%. At the end of last year, the official community of Meizu also announced that Flyme's mobile phone backup is about to be suspended.

For the reason, Meizu mobile phones in the expansion period were troubled by quality problems and failed to be properly resolved. The charm blue reputation continued to decline; patent disputes with Qualcomm made Meizu unable to obtain the most recognized high -end SOC chip. At that time, MediaTek chip, which was equipped at that time, was always in a low -end position, and was repeatedly stabbed by friends; Huang Zhang, who loved "retreat", is an excellent product manager, but it is really dare not compliment in company management. It will make it unbearable for a few days.

What's more, Meizu has long been criticized for family management issues. According to the media, Huang Zhipan, CEO of Meizu Technology is Huang Zhang's brother, has previously been responsible for Meizu's supply chain center and international market; Huang Zhang's relative Huang Baitao serves as the procurement director in the company, and another relative Huang Baiqing serves as Huang Xiaoqin, the vice president of logistics, is the vice president of the Ministry of Commerce.

Former employees have said: "The entire Meizu is the industry of the Huang family. It is difficult for enterprises to really develop procurement and decision -making by unprofessional people."

Although Huang Zhang has denied this, in any case, Meizu's decline has become an irreversible fact. This also directly led to a series of evils such as R & D, team dug, and insufficient mobile phone product power of Meizu, and the standard dead cycle.

For example, in the trend of cross -border smart cars in mobile phone companies, Meizu, the former smartphone leader, has the same mind. With more than 10 years of experience in Android development, Meizu has taken the Flyme for CAR vehicle system in March last year. As a new ecology of Flyme.

It is embarrassing that friends and Shang Huawei have already started to create a brand of interrogation with the Hongmeng system, and hold hands with many automobile companies, and the ecology has been established; Xiaomi has also made a car to build a car in person, promised to invest 100 billion yuan in research and development; OPPO is also ideal and ideal. Cooperation, not long ago, its Find X5 series collaborated with Lenovo L9, providing car owners with an efficient, stable, and convenient -sensing door unlocking experience.

On the other hand, Meizu, which has a weak power, has not been technically, nor has it made major breakthroughs in partners. Pay more attention, and destiny can naturally be determined. Now, with Geely, Meizu's car ecology is much more clear, at least found the top domestic landing scenes and opportunities for Flyme for Car CAR. For example, on June 7, Meizu Technology forwarded Weibo to hint that it will cooperate with Geely's Link to create a new vehicle system "Flyme on Car". Since then, the Link brand has also announced that it will be equipped with the vehicle system.

In the field of mobile phones, Geely also said that it will continue to retain the Meizu brand to make it independent. In an interview with the media, Shen Ziyu, chairman of the Star Times, said that Meizu will release a new flagship next year with a product price range of 3,000 yuan to 6,000 yuan. In the subsequent astrological era, independent new brands will be launched, focusing on the mobile phone market of 6,000 yuan to 9,000 yuan.

As a support, after announcing the field of mobile phones, before the acquisition of Meizu Technology, there were nearly 1,000 employees in the Xingji era. It took about one year to assemble very famous experts and technicians in the industry, showing efficiency, showing efficiency The high team builds speed.

In order to achieve high -end mobile phone goals, Meizu will also match Geely's existing advantages. Specifically, the Xingji era will mainly work in three aspects. One is communication, combined with low -orbit satellites, solve the problem of the entire domain connection in the whole scene, realize the integration of heaven and earth, and do not lose any scene. Realize multi -terminal, full -scenario, and immersive fusion experience; third, breakthrough in some core technology areas, for example, based on car chip experience, self -developed mobile phone application processor chips, the process is 4nm, it is planned to flow in the second half of 2024, and the flow of the second half of 2024 piece.

The luxurious configuration that Meizu once dared to dream, Geely has all been matched one by one, and the road of differentiated high -end mobile phones may be about to begin, and it is not known.

03 High -end Meizu is not so easy

After the acquisition of Meizu, Geely has a new plan, not only to develop a 4nm chip, but also 9,000 yuan. The previous flagship models of Meizu mainly focused on the high -end market of 5,000 yuan, and there was no self -developed chip project. At present, on high -end machines, there is no experience in the era of starry.

Specifically, Geely is about to give Meizu's three unique capabilities. First of all, it is "heaven and earth connection". This is of course a unique advantage of Geely, but is it really needed by consumers? After nearly 30 years of hard work, the domestic mobile phone 4G signal coverage rate has reached 98%. It can be said that signals are not an important consideration for users, at least in China.

Multi -terminal, full -scenario, and immersive fusion experience, Huawei's Hongmeng OS has made an example in this regard. In the astronomical era and help Meizu to do this, it still needs to be seen.

The most important thing is the mobile phone chip that is the most concerned.

The mobile phone market around 9,000 yuan has been occupied by Apple and Samsung, and other mobile phone manufacturers rarely have high -end success. The core problem is self -developed chip technology.

Since iPhone4 is equipped with its own A4 chip for the first time, relying on the exclusive function brought by the self -developed chip, Apple mobile phones have opened up the experience differences with other Android phones. The most important cornerstone of software ecology. Among domestic manufacturers, only Huawei has stood up to the high -end mobile phone market, and a large part of its success also comes from a huge investment in self -developed chips.

However, for other domestic manufacturers, self -developed chips are an insurmountable gap.

The most famous example is Xiaomi. As early as 2017, Xiaomi launched a surging S1 chip with a process process of 28nm and was applied to Xiaomi 5C of that year, but after the great cost, it gained a full slot. The surging SOC chip was recently mentioned that when Lei Jun answered questions from users in 2020, he acknowledged "encountering major difficulties." Although Lei Jun promised to continue, and in the next five years, it will invest 100 billion yuan for Xiaomi technology research and development, but until now, Xiaomi's surging S2 chip has not been able to wait for good news.

This is just a low -end chip, and it is even more difficult to make high -end chips. Since the first transformation and launch of mobile phone chips in 2004, MediaTek, which has been hit by cottage machine chips, has repeatedly impacted the high -end market. For example, the world's first eight -core processor MT6592, 2015 Helio X10, and 2016 Helio X20, and in 2016 In 2017, the Global Global Incarnation 5G processor of the Global Intective 5G processor of Heelio X30 and 2019 was 1,000, and then last year's Tianji 9000, MediaTek never stopped on the road of high -end, but still defeated repeatedly.

This is the premise of successful research and development. If it fails, the Xingji era will bear extremely high trial and error costs. For example, a large chip factory has calculated a account, 14nm craft chip, and the stream of about $ 3 million is required at a time; 7nm requires $ 30 million; 5nm is as high as $ 47.25 million. The goal of the Xingji era is 4nm, and the cost is self -evident.

The ability of the system level outside the chip is also an important test faced by the astrology era and Meizu. At present, players who have impacted the high -end mobile phone market have consciously abandon the hardware play of the past parameters and the configuration of the pile of configuration, and instead pay attention to "soft power", such as software and hardware collaboration, algorithm and ecology. "The hardware only determines the lower limit of the product, and the algorithm and ability determine the value and experience that consumers can get." Honor CEO Zhao Ming once said. For only Huawei, which has impacting high -end success, its EMUI9.1 system has launched real black technologies such as GPU TURBO, Huawei Super File System (EROFS), and Ark compiler mechanism, especially the latter. The virtual will be virtual. Remove the machine and set up at the bottom of the Android. The developer compiled the advanced language as a machine code at one time in the development environment to improve the performance and smooth experience.

In addition, the construction of the supply chain and offline experience stores is not a day. "Offline is not only sales channels, but also represents user experience, your service, consumption atmosphere, interaction of people, and the creation of the store environment. It is very important for creating a high -end brand." A former Jingdong mobile phone Business managers have said. But the reality is that the Meizu offline experience store can be described as better than nothing, and the number of experience stores with tens of thousands of households in Huami OV cannot be said on the same day.

Self -developed chip capacity has not been verified, and issues such as system optimization, offline channels, family management, and supply chain also need to be solved. Geely's acquisition of Meizu seems to be required for each. The road of turning is not easy to walk, at least from the outside world, Meizu is not enough to change in qualitatively.

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