I asked you to save a bankrupt factory and you became the richest man in the world.

Chapter 417 136137: Mate 10 can actually have such high sales!

第417章 136-137章:mate10居然可以有那么高的销量!(4000字)
Similar situations are happening all over the country.

The Hillhouse Mate 10 mobile phone immediately became a hit as soon as it was launched on the market, and also brought great surprise to everyone inside Hillhouse Technology.

Being forced to choose to develop its own chips means that Hillhouse Technology's mobile phone product will be completely exposed to the audience's view.

If there is even the slightest bug, it will definitely be magnified exponentially under such focused attention.

If an explosion similar to the one that occurred in the Sansang E series of mobile phones in later generations occurs, then it goes without saying that Hillhouse will definitely launch a direct attack on all its colonists, and it is possible that the stock will be delisted due to the explosion.

After all, Hillhouse Technologies is not the Sansang of later generations. Sansang has the protection of overseas businesses, and it is nothing special if it does not have business in China.

Hillhouse cannot do this. The Chinese business accounts for more than 95% of Hillhouse Technology's total sales. Although the overseas business is constantly expanding, Hillhouse does not have the kind of channels expanded through communication technology in later generations, so it can only proceed slowly.

However, this has now directly set the whole audience on fire, making Qinglong 801 the representative of China's intelligent manufacturing, which is more or less beyond the expectations of internal assessments.

All I can say is that the market is eager for a product like this that can take the world by storm, and it has been waiting for a long time!
This is not only a display of patriotism, but also China's deep desire to make up for its long-standing chip shortage.

Moreover, compared to flagship products such as mate9, Qualcomm and other SOC manufacturers must pay Qualcomm tax (that is, when manufacturers purchase Qualcomm chips, they not only have to pay for the chips, but also charge 5% for each phone based on the selling price of each phone, and then Qualcomm will open the server to allow you to use the signal normally.).

Using self-developed products, the profit margin is much higher.

Basically, we can save thousands of dollars in profit for each machine. Do you think Qualcomm and Sansang would be anxious?
At this time, many people who did not buy this mobile phone said that even if this Hillhouse Mate 10 mobile phone is as rotten as a piece of shit, I still want to taste the saltiness of this piece of shit!
Having said that, let’s add to this the various capabilities that Gao Huaijun has added to this phone.

This is indeed a very good mobile phone. From the perspective of performance, it can be regarded as the poor man's version of mate30 in later generations.

Hot sales are a natural thing.

So soon, people began to pay close attention to the Mate 10 mobile phone, just like Hillhouse's spiritual shareholders, and see what kind of performance it could achieve.

Soon, after a long wait, we finally received the first month sales results of Hillhouse Mate 10.

The first month's sales of 410 million units directly shocked the entire Chinese mobile phone market.

The average price of Hillhouse Technology's Mate 10 mobile phone, which is around 4800 yuan, has also made other Chinese mobile phone manufacturers jealous.

According to conservative estimates, the profit of this mobile phone can even be between 25% and 30%. Add the excess SOC profit collected by Qualcomm and Sansang, and the overall profit can easily exceed 40%.

The first month’s performance of 410 million units is only the first month and does not include future performance!

Sales of tens of millions of mobile phones, plus a 40% profit BUG.

With the Mate series and the P series that will be replaced in half a year, Hillhouse can even directly cover the three money-losing projects: Hillhouse chips, Hillhouse artificial intelligence, and Hillhouse batteries.

It can be said that the situation of Hillhouse Group was completely changed in an instant.

Many mobile phone manufacturers specially purchased several Mate 10 phones in the market for disassembly, hoping to get this precious Qinglong 801 chip as soon as possible.

Hillhouse Technology, with this chip, will directly change the entire market landscape!

Because Hillhouse's strategy in the future will be much richer.

After seeing this, these manufacturers realized that they simply couldn’t handle the problem with their configurations.

Considering the R&D cost of developing a 20-nanometer chip from scratch, a conservative estimate is that $8000 in R&D funds would be needed.

Adding on the cost of setting up the framework and the cost of tape-out, it would be impossible to implement it without 100 million US dollars!
Moreover, this is under the premise that everything goes well.

If things don't go well, we will have to start with 20 nanometers. In a few years, the process may still lag behind, and we will have to work hard to catch up, spending more than billion yuan on research and development.

Can an average company afford it?

This money only goes out and never comes in, it's a complete loss.

They do not have as good opportunities as Hillhouse Capital, which can start with the lowest-end chips, slowly develop and iterate with low-end mobile phones, and now gradually move closer to mainstream chip companies.

Can't do it!
It's really impossible!

"Hillhouse Technology is doing this because they really don't want to give us a chance to survive. With the buff of nationalism and the cost advantage of self-developed chips, their products can even be directly reduced to below your cost price. So how do you play?"

"The cost of their mobile phones can even be reduced to just over 2000 yuan. In extreme cases, they can survive, but we can't."

"I never thought that Hillhouse Capital could become so big now. It's incredible, really incredible!"

"Hillhouse Technology will definitely not lower the price to 2000 yuan per phone. They are still waiting for the flagship phone to make big money."

"410 million mobile phones, with a total sales of 200 billion yuan, would bring in at least 600-800 billion yuan a year. If we calculate the profit at 40%, then the profit of the Hillhouse Mate series alone would be 280 billion yuan a year, not to mention their other high-end flagship series, the P series!"

"Fuck! It seems like this is not just an ordinary mobile phone, but a high-performance money printing machine!"

"Ordinary manufacturers really can't make this kind of money. The high-performance chips plus the highly innovative flagship products have created a deep enough moat, so deep that you can't catch up even if you want to. Chip design relies on money. Now, a 20-nanometer chip requires 7 billion yuan to lay the foundation. By the later stage of -nanometer, it is estimated that the cost will increase fivefold to billion yuan! This much money, and it is pure R&D expenditure. Except for the top few big players and a few semiconductor companies such as Qualcomm and Texas Instruments, who can keep up? Everyone just lie down."

Many domestic mobile phone manufacturers were delighted to see that this product with self-developed chips was priced at around 5000 yuan and was still able to hold its own. Compared with its previous product Mate 9, its sales not only did not decline, but also set a new high.

They all couldn't help but sigh and shouted "the wolf is coming"!
The mood here has also changed from a slight sense of gloating at the beginning to depression and annoyance recently.

What’s depressing is that Hillhouse took such a huge risk to develop its own chips, and actually succeeded, and also reaped such a large proportion of profits from it, directly eating up the market share of Qualcomm and Samsung.

What annoys me is that when I saw Hillhouse Capital entering the chip industry, why didn’t I think of following suit and making chips?

At that time, the chip manufacturing process was still very low, and the difficulty of entering the market was completely different from that of today. If we persist until now, we can get to 20 nanometers, let alone 28 nanometers, and the problem of skipping will not be too big.

But there are no ifs in this world!
The sudden emergence of Hillhouse chips is actually telling everyone here clearly that the mobile phone market has officially entered the final battle royale stage!

The current Chinese mobile phone market will be selected from dozens of mobile phone companies, and eventually 3-5 companies will survive in a few years.

Some local mobile phone manufacturers may have vaguely anticipated such a situation, but most of them are still in a semi-confused state.

As for Zhongwei Technology, the relevant persons in charge were also stunned when Hillhouse Technology's flagship suddenly used its own flagship chip.

Because Hillhouse Capital has confused the time and space and disrupted the progress of the industry, although Zhongwei Technology still entered the mobile phone industry in ignorance, it did not vigorously promote its own chips this time.

Like Hillhouse, it uses self-developed chips for mid- and low-end mobile phones and Qualcomm chips for its flagship mobile phones.

Seeing how rapidly Hillhouse Technology's Mate series was gaining momentum, Yu Dong quickly reported the situation to Ren Fei.

When Ren Fei learned the news, his face was filled with surprise.

In his eyes, as a rising star, Hillhouse Technology's mobile phone sales have been rising slowly and gently. Last year, it directly became one of the TOP5, but it was still at the tail end.

The ultimate reason lies in the breadth and abundance of its channels, as well as its shortcomings in communication engineering, which have prevented it from becoming the top player.

"It seems that Mr. Gao has become a capable person in both the electronic technology and automobile manufacturing industries. He really has a vision and insight that transcends ordinary people!" Ren Fei couldn't help but sigh.

"I didn't expect that self-developed chips would be so successful. The Hillhouse Mate 10 phone has sold more than 400 million units in just one month after its launch. Doesn't that mean that their sales of this phone will easily exceed million units in a year?"

After receiving Yu Dong's affirmative answer, Yu Dong suddenly interrupted and said, "The sales volume of tens of millions of units is actually superficial. Several mobile phone manufacturers, including Sansang and Zhongwei, can easily sell more than tens of millions of mobile phones for a single series."

"But the difference of this Mate 10 is that their chip is self-developed."

"If we charge 1000 yuan for one machine, the sales revenue from Hillhouse chips will be 40 billion yuan!"

"If the sales volume exceeds 2000 million units in the entire life cycle, the sales revenue fed back to Hillhouse chips will be 200 billion!"

"200 billion yuan means that Hillhouse Chip will have no difficulty or limitation in terms of funds in the later stages of developing any level of chips."

Ren Fei couldn't help but be surprised after hearing what Yu Dong said.

For a long time, Zhongwei's Hayes has also suffered a very serious profit crisis, but unlike Gao Huaijun's previous life, this time Ren Fei did not arbitrarily bet on flagship mobile phones, but adopted the same strategy as Hillhouse.

Now that he saw that Hillhouse Technologies was able to achieve such results, he couldn't help but feel envious.

Hillhouse Chip can get rid of the profit crisis by relying solely on the support of the Mate series flagship product, and will have stronger support in the later stage.

"It seems that perhaps using high-end chips in flagship mobile phones is indeed a very important decision-making direction in the field of electronic technology!" Ren Fei couldn't help but mutter to himself.

When Yu Dong heard Ren Fei say this, he couldn't help but feel overjoyed.

It would take a long time for him to develop high-end chips on his own, but Ren Fei had always been opposed to this strategic decision, considering the risks of rashly developing high-end chips on his own.

Now that he sees Hillhouse Technologies has achieved such great results, he also hopes to use this to influence Ren Fei's ideas.

Unexpectedly, Ren Fei was persuaded in no time.

It seems that facts speak louder than words!
Thinking of this, Ren Fei immediately convened a board meeting of Zhongwei Technology Consumer BG.

At this meeting, Yu Dong reported on the sales of Hillhouse Technology's Mate 10, and carefully and comprehensively evaluated the incremental profits that this phone would bring to Hillhouse, and also explained the advantages of improved phone performance brought about by the customized services.

After a heated discussion, Ren Fei confirmed it.

Zhongwei Technology will make a disruptive adjustment to the research and development direction of HiSilicon chips, and will tend to allocate funds to the current research and development hotspot 16nm chips. At the same time, it will cut some investments in other areas and focus on investment in the consumer BG.

The gears of history are finally moving in a different direction!

China's mobile phone industry used to focus on the production of mid- and low-end mobile phones, especially copycat mobile phones.

In this era of increasing industry concentration, it is very normal for low-end models to be strongly impacted.

Now, under the leadership of Hillhouse, China's high-end brand mobile phones have begun to launch a general offensive against Pingguo and Sansang's high-end brands!
The first month sales of Hillhouse Mate 10 mobile phone shocked the industry, causing it to constantly adjust its strategic direction while also allowing the financial market to respond quickly.

Originally, Hillhouse Technology's share price had been maintained at more than HK$50 due to the purchase restrictions of Sansang and Qualcomm.

After this round of sales performance, mate 10 has stabilized.

In the Hong Kong stock market, Hillhouse Technology's share price also took off directly, and institutions also quickly shifted from waiting to buying.

After several days of intense bull-bear game, the stock price directly broke through HK$90. At the highest price, it even broke through the HK$100 level.

This also made Hillhouse Technology's PE value directly exceed a terrifying 50 times!
This shows the institution's crazy love for this company!
Bigwigs in the financial field are often more sensitive and perceptive to events than ordinary people.

The large-scale cross-border business war in the field of electronic technology may be faster than ordinary people, or even ordinary friendly business practitioners, imagine.

But they didn’t expect that the first to blow the horn would be Hillhouse Technologies, a Chinese company that was undiscovered ten years ago!

This is something that many Chinese people have never thought of over the years.

China's electronic technology industry has risen in this way!
(End of this chapter)

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