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2021-05-30

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Global "core" shortage, why can Xiaomi buck the trend?

砺石导语：此次Redmi Note 10系列的发布，小米再次展现出其在供应链领域的优势，从而实现在最核心元器件芯片上的越级配置，这势必将进一步扩大其在智能手机行业的市场份额优势。已经进入正循环的小米，

Global "core" shortage, why can Xiaomi buck the trend?

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":137552517,"tweetId":"137552517","gmtCreate":1622367813339,"gmtModify":1704183536600,"author":{"id":3579388711522687,"idStr":"3579388711522687","authorId":3579388711522687,"authorIdStr":"3579388711522687","name":"whiteknighte","avatar":"https://static.tigerbbs.com/d77175385611ef724b1958c3b4d21241","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Who is next</body></html>","htmlText":"<html><head></head><body>Who is next</body></html>","text":"Who is next","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/137552517","repostId":1136357756,"repostType":4,"repost":{"id":"1136357756","kind":"news","pubTimestamp":1622246389,"share":"https://ttm.financial/m/news/1136357756?lang=en_US&edition=fundamental","pubTime":"2021-05-29 07:59","market":"hk","language":"zh","title":"Global \"core\" shortage, why can Xiaomi buck the trend?","url":"https://stock-news.laohu8.com/highlight/detail?id=1136357756","media":"砺石商业评论","summary":"砺石导语：此次Redmi Note 10系列的发布，小米再次展现出其在供应链领域的优势，从而实现在最核心元器件芯片上的越级配置，这势必将进一步扩大其在智能手机行业的市场份额优势。已经进入正循环的小米，","content":"Stone Introduction:With the release of the Redmi Note 10 series, Xiaomi has once again demonstrated its advantages in the supply chain field, thereby achieving leapfrog configuration on the core component chips, which is bound to further expand its presence in<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Market share advantage in the mobile phone industry. Xiaomi, which has entered a positive cycle, is worth looking forward to what kind of surprises it will bring in the future. 1Since the second half of 2020, the global smartphone industry has entered a vicious circle, that is, the prices of high-end mobile phones owned by many well-known manufacturers have increased significantly, while mid-range mobile phones have secretly reduced their configurations in private, and some flagship mobile phones have been delayed. Behind this is that the global smart hardware industry is encountering a severe \"chip shortage\" crisis.This crisis not only affects the smartphone industry, but also many industries such as automobiles, televisions and laptops. After systematically analyzing this crisis, Stone Business Review found that its root lies in the superposition of many factors.First of all, smartphones have always been a major demand for chips, and the smartphone industry is currently experiencing a shift from 4G mobile phones to 5G mobile phones. The number of chips required by 5G mobile phones is twice that of 4G mobile phones, which has led to a significant increase in chip demand.Secondly, starting from the second half of 2020, sales of smart electric vehicles have generally experienced explosive growth worldwide. The intelligence and electrification of automobiles have also brought about a several-fold increase in the demand for chips.Thirdly, due to the demand for home office brought about by the outbreak of the epidemic in novel coronavirus pneumonia, notebook computers experienced a blowout in sales contrary to the market downturn in previous years, which in turn led to an increase in chip demand. In addition, the large-scale popularization of 5G-related IoT devices such as smart homes and smart wearables has also increased the demand for chips.While 5G mobile phones, smart electric vehicles, Internet of Things devices and laptops have caused a surge in demand for chips, on the supply side, chip manufacturers have reduced production capacity and delayed investment due to the outbreak of the epidemic, resulting in insufficient chip supply. In addition, to make matters worse, heavy snowfall in Austin, USA, a fire at Renesas Electronics in Japan, and<a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a>The strikes have further exacerbated the shortage of chip supply.On the one hand, there is a sharp surge on the demand side, and on the other hand, there is a sharp decline on the supply side. This rise and fall has led to the chip shortage crisis we see today that affects the entire industry.It is reported that the global core shortage phenomenon will continue for at least one year, and it is expected that the third quarter of this year will enter the most serious stage. Under such circumstances, some smartphone manufacturers have been forced to adopt measures such as high-end price increases, mid-range configuration reductions and flagship release delays mentioned above.However, just recently, a smartphone company bucked the trend. Not only did it not follow the similar methods of other competitors, but on the contrary, it greatly improved the chip configuration of mobile phones of the same level while keeping the price unchanged. You know, in this chip crisis, the most serious shortage is high-end chips.This company is somewhat surprising, because it is not another company, but Xiaomi Group, which has long been considered by the industry to have certain shortcomings in the field of hardware supply chain.2On May 26, 2021, Redmi, a brand of Xiaomi Group, held a new product launch conference with the theme of \"Flagship Chip King Kong\" at its Beijing headquarters. At this conference, it officially released the Note 10 Pro and Note 10 5G of the Redmi Note 10 series. Two mobile phones. Among them, the 6 + 128GB version of Note 10 Pro starts at 1,499 yuan, and the 4 + 128GB version of Redmi Note 10 starts at 999 yuan.<img src=\"https://static.tigerbbs.com/722eb9c4fc80519c292080890b50796f\" tg-width=\"1080\" tg-height=\"1440\" referrerpolicy=\"no-referrer\">At such an affordable price, the product strength of the Note 10 series is considerable. Especially in the chip field that consumers are most concerned about, Redmi Note 10 Pro unexpectedly uses the Dimensity 1100 chip. Readers who are familiar with the chip field know that Dimensity 1100, alongside Dimensity 1200, is the latest 5G flagship chip released by the well-known chip manufacturer MediaTek in 2021. It is mainly used in mid-to-high-end smartphones with a price of more than 2,000 yuan.Dimensity 1100 uses the same as Dimensity 1200<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With the 6nm process, as well as the A78 large-core and 8-core architecture, AnTuTu V9 has a running score of more than 690,000, its performance is nearly double that of the previous generation, and its running score performance exceeds<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The flagship chip Snapdragon 865 released last year is 32% higher than Qualcomm's mid-range Snapdragon 778 and 65% higher than the Snapdragon 768G. This time, the Note 10 Pro uses the Dimensity 1100 chip, which is the first time that Xiaomi Group has \"leapfrog\" the Redmi Note 10 series, which is positioned as a mid-range product, equipped with a flagship-level chip. It can be called the most powerful Note series mobile phone in history.Although the starting price of Redmi Note 10 is only 999 yuan, it also uses a 5G chip that supports 5G + 5G dual-SIM dual standby in terms of chip configuration. This time, Redmi has sold 5G mobile phones below 1,000 yuan, which is the first time in the industry. This will greatly accelerate the popularization of 5G mobile phones in China, and will also force 4G mobile phones to completely withdraw from the market above 1,000 yuan.In addition, on the day of the release of the Note 10 series, the Redmi brand also released the first thin and light Ryzen notebook of the RedmiBook Pro series-the RedmiBook Pro 15 Ryzen Edition. It is equipped with the new \"Zen3\" architecture<a href=\"https://laohu8.com/S/AMD\">AMD</a>Ryzen 5000 series standard voltage processor, 7nm process, 8 cores and 16 threads, the processor can release up to 45W full-blood performance. It has stronger performance and more extreme cost performance than products in the same price range of competitors. It can be called the most worth buying large-screen thin and light Ryzen notebook in the 5000 yuan segment.<img src=\"https://static.tigerbbs.com/d5e348187c69b09c92255d7d52819ab6\" tg-width=\"880\" tg-height=\"585\" referrerpolicy=\"no-referrer\">Whether it is Note 10 Pro, Note 10 or RedmiBook Pro 15 Ryzen Edition, we have all seen that Redmi has adopted a leapfrog configuration in the core chip field compared to products in the same price range. So, when the chip shortage crisis hit the entire smart hardware industry, why was Xiaomi Group able to buck the trend?Lu Weibing, partner of Xiaomi Group, president of China and international departments, and general manager of Redmi brand, said at the \"Flagship Chip King Kong\" press conference that the shortage of chips will largely test the values of a company. And \"adhering to genuine materials, adhering to the popularization of high-end products, and adhering to the ultimate cost performance\" is the core values of the Redmi brand. This value determines that the Redmi brand will not reduce the chip configuration or increase the price due to short-term difficulties..However, the author believes that although adhering to values is one of the important reasons for Xiaomi to take this move, what is more fundamental is Xiaomi's shortcomings in the field of hardware supply chain in recent years and the improvement of systematic capabilities.If Xiaomi does not have strong control capabilities in the upstream supply chain field, it will be extremely difficult to ensure the normal supply of ordinary chips, not to mention improving the chip configuration while the pricing remains unchanged. Looking back at 2015-2016, Xiaomi had a huge product crisis and sales crisis due to defects in supply chain capabilities.Why has Xiaomi made such great progress in the hardware supply chain in just a few years?The author believes that this stems from a profound reflection by Lei Jun, the founder of Xiaomi Group, who led Xiaomi's core team in 2016. At that time, he deeply realized that the essence of a smartphone is a mobile phone, and it must first pass the basic skills of mobile phone hardware such as the supply chain. This led to Lei Jun's appointment as the head of Xiaomi's mobile phone department, and personally took important measures for product research and development and supply chain construction.In addition to Lei Jun's personal entry into battle, Xiaomi Group also changed positions, introducing Zhang Feng, who served as the general manager of Nanjing Yinghuada, one of Xiaomi's most important foundries in the early days, and he was directly responsible for Xiaomi Group's supply chain management. The optimization of the core person in charge of the supply chain has become a key action to reverse the shortcomings of Xiaomi's supply chain. Zhang Feng also lived up to expectations and played an excellent role in solving the shortcomings of the hardware supply chain, and thus became the core decision-making team of Xiaomi Group. At present, Zhang Feng not only serves as the vice president, chief of staff of Xiaomi Group and chairman of the procurement committee of Xiaomi Group, but is also selected as a partner member of Xiaomi Group.In terms of specific supply chain improvement measures, Xiaomi Group has developed from three dimensions in an orderly manner. First of all, taking quality as the breakthrough point, Xiaomi replaced unqualified suppliers and chose to cooperate with more powerful suppliers. At the same time, Xiaomi Group also set up a quality committee to invest full-time strength and huge costs to improve product quality.Secondly, while ensuring the basic disk of product quality, Xiaomi also continues to strengthen close ties with suppliers and conduct joint research and development with higher coupling. For example, Xiaomi has established a chip platform department, which has been deeply involved in the joint research and development of suppliers such as Qualcomm and MTK since the product definition stage. This is why we have seen that in recent years Xiaomi Group has replaced<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>, continue to obtain the right to launch each generation of Qualcomm's flagship chips.It is also worth mentioning that in addition to continuing to obtain the first launch right of Qualcomm's flagship chips, Xiaomi has also repeatedly obtained the first launch right of MediaTek chips. For example, the Redmi Note 8 series launched the MediaTek Helio G90T liquid-cooled gaming core, and the Redmi 10X series launched the MediaTek Dimensity 820 5G processor.Finally, through forward-looking product planning, Xiaomi has been able to avoid cutting orders at will, which gives the upstream supply chain sufficient confidence and makes them more willing to form a trustworthy and stable cooperative relationship with Xiaomi, thereby ensuring the priority supply of Xiaomi in difficult times.In addition, the improvement of Xiaomi's ability to control the supply chain field, in addition to its efforts in specific links of the supply chain, also benefits from the compensation of Xiaomi's shortcomings in other fields, the most important of which is that Xiaomi has built the most balanced industry<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>Combination, a three-dimensional channel system combining domestic and overseas.First of all, in overseas markets, Xiaomi Group has now entered more than 100 countries and regions around the world, among which smartphone shipments rank among the top five in 62 countries and regions around the world, and it is the largest smartphone brand in 12 countries.. Specifically, Xiaomi ranked first in Russia (32.1% market share), first in Spain (35.1% market share), second in Italy, and third in Germany and France. Overall, Xiaomi ranks first in Eastern Europe and third in Western Europe.In the domestic market, online sales have always been Xiaomi's traditional advantage. Needless to say, with the opportunity of the rise of large shopping malls in various places, Xiaomi has taken advantage of its rich product portfolio advantages to focus on channel layout in shopping malls in a forward-looking manner, allowing Xiaomi to overtake in corners offline.It is reported that as of the morning of April 3, 2021, Xiaomi was in Shenyang<a href=\"https://laohu8.com/S/000031\">Joy City</a>It has opened the 5,000 th millet home in China. At the Redmi Note 9 series launch conference last year, Lu Weibing said that Xiaomi Home will be opened in every county in the coming year, speed up the sinking of the county-level market, and let every rice noodle have a Xiaomi Home beside him. And Lu Weibing also said that in 2021, Xiaomi Home will be spread in every county in the country. Not long ago, Xiaomi announced that it has completed the coverage of Xiaomi Home in all counties in Jiangsu and Henan provinces. Next, more provinces and all counties will complete the full coverage of Xiaomi Home faster and faster.In addition, following the rapid progress in the county-level market, Xiaomi's new retail strategy has further accelerated, fully sinking into the township market. Lu Weibing also set a new goal at this press conference: to open 10,000 new Xiaomi Home township authorized stores, so that township users can enjoy high-quality and cost-effective Xiaomi products.The three-dimensional channel system that combines online and offline, domestic and overseas, fully guarantees the stable shipments of Xiaomi Group. The 2020 financial report shows that Xiaomi's global mobile phone shipments reached 146 million units, ranking third in the world, and the sales of high-end smartphones have exceeded 10 million units. Large-scale and stable shipments have further won the confidence of upstream suppliers to cooperate with Xiaomi, and are willing to give priority to matching them with better supply chain resources.3With the improvement of Xiaomi Group's systematic capabilities in the fields of supply chain and channels, the Matthew effect of the stronger is emerging in Xiaomi.Just the day after the \"Flagship Core King Kong\" conference, Xiaomi released its financial report for the first quarter of 2021. The financial report shows that Xiaomi Group's total revenue reached 76.9 billion yuan in the first quarter, a year-on-year increase of 54.7%; The adjusted net profit was 6.1 billion yuan, a year-on-year increase of 163.8%; Earnings per share were 0.302 yuan, much higher than market expectations of 0.187 yuan and 0.089 yuan in the same period last year.<img src=\"https://static.tigerbbs.com/fe675cc417bbad8f8ea34a9e82324396\" tg-width=\"1070\" tg-height=\"2344\" referrerpolicy=\"no-referrer\">Among them, the basic business of smartphones is still the main force that contributes the most to the performance of Xiaomi Group. In the first quarter of 2021, Xiaomi's global smartphone shipments increased by 69.1% year-on-year to 49.4 million units, and its global share has risen to 14.1%.With the release of the Redmi Note 10 series, Xiaomi has once again demonstrated its advantages in the supply chain field, thereby achieving leapfrog configuration on the core component chips, which is bound to further expand its market share advantage in the smartphone industry. Xiaomi, which has entered a positive cycle, is worth looking forward to what kind of surprises it will bring in the future.----------------------------------------------------Share good news with Tiger friends, Tiger currently supports placing orders on weekends! Pre-pending orders are a value-added service provided by Tiger for users, which can support users to place orders during non-trading periods. Currently, they support three order types: stop loss orders, stop loss limit orders, and limit orders.In other words, users can place pending orders during market holidays, such as weekends and other holidays. The orders are saved by Tiger's trading system and automatically submitted to the exchange after the market opens.<a href=\"https://www.laohu8.com/post/131820269\" target=\"_blank\">Click for details > > ></a>","source":"lsy1571105524917","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Global \"core\" shortage, why can Xiaomi buck the trend?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobal \"core\" shortage, why can Xiaomi buck the trend?\n</h2>\n<h4 class=\"meta\">\n\n砺石商业评论2021-05-29 07:59\n\n</h4>\n</header>\n<article>\nStone Introduction:With the release of the Redmi Note 10 series, Xiaomi has once again demonstrated its advantages in the supply chain field, thereby achieving leapfrog configuration on the core component chips, which is bound to further expand its presence in<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Market share advantage in the mobile phone industry. Xiaomi, which has entered a positive cycle, is worth looking forward to what kind of surprises it will bring in the future. 1Since the second half of 2020, the global smartphone industry has entered a vicious circle, that is, the prices of high-end mobile phones owned by many well-known manufacturers have increased significantly, while mid-range mobile phones have secretly reduced their configurations in private, and some flagship mobile phones have been delayed. Behind this is that the global smart hardware industry is encountering a severe \"chip shortage\" crisis.This crisis not only affects the smartphone industry, but also many industries such as automobiles, televisions and laptops. After systematically analyzing this crisis, Stone Business Review found that its root lies in the superposition of many factors.First of all, smartphones have always been a major demand for chips, and the smartphone industry is currently experiencing a shift from 4G mobile phones to 5G mobile phones. The number of chips required by 5G mobile phones is twice that of 4G mobile phones, which has led to a significant increase in chip demand.Secondly, starting from the second half of 2020, sales of smart electric vehicles have generally experienced explosive growth worldwide. The intelligence and electrification of automobiles have also brought about a several-fold increase in the demand for chips.Thirdly, due to the demand for home office brought about by the outbreak of the epidemic in novel coronavirus pneumonia, notebook computers experienced a blowout in sales contrary to the market downturn in previous years, which in turn led to an increase in chip demand. In addition, the large-scale popularization of 5G-related IoT devices such as smart homes and smart wearables has also increased the demand for chips.While 5G mobile phones, smart electric vehicles, Internet of Things devices and laptops have caused a surge in demand for chips, on the supply side, chip manufacturers have reduced production capacity and delayed investment due to the outbreak of the epidemic, resulting in insufficient chip supply. In addition, to make matters worse, heavy snowfall in Austin, USA, a fire at Renesas Electronics in Japan, and<a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a>The strikes have further exacerbated the shortage of chip supply.On the one hand, there is a sharp surge on the demand side, and on the other hand, there is a sharp decline on the supply side. This rise and fall has led to the chip shortage crisis we see today that affects the entire industry.It is reported that the global core shortage phenomenon will continue for at least one year, and it is expected that the third quarter of this year will enter the most serious stage. Under such circumstances, some smartphone manufacturers have been forced to adopt measures such as high-end price increases, mid-range configuration reductions and flagship release delays mentioned above.However, just recently, a smartphone company bucked the trend. Not only did it not follow the similar methods of other competitors, but on the contrary, it greatly improved the chip configuration of mobile phones of the same level while keeping the price unchanged. You know, in this chip crisis, the most serious shortage is high-end chips.This company is somewhat surprising, because it is not another company, but Xiaomi Group, which has long been considered by the industry to have certain shortcomings in the field of hardware supply chain.2On May 26, 2021, Redmi, a brand of Xiaomi Group, held a new product launch conference with the theme of \"Flagship Chip King Kong\" at its Beijing headquarters. At this conference, it officially released the Note 10 Pro and Note 10 5G of the Redmi Note 10 series. Two mobile phones. Among them, the 6 + 128GB version of Note 10 Pro starts at 1,499 yuan, and the 4 + 128GB version of Redmi Note 10 starts at 999 yuan.<img src=\"https://static.tigerbbs.com/722eb9c4fc80519c292080890b50796f\" tg-width=\"1080\" tg-height=\"1440\" referrerpolicy=\"no-referrer\">At such an affordable price, the product strength of the Note 10 series is considerable. Especially in the chip field that consumers are most concerned about, Redmi Note 10 Pro unexpectedly uses the Dimensity 1100 chip. Readers who are familiar with the chip field know that Dimensity 1100, alongside Dimensity 1200, is the latest 5G flagship chip released by the well-known chip manufacturer MediaTek in 2021. It is mainly used in mid-to-high-end smartphones with a price of more than 2,000 yuan.Dimensity 1100 uses the same as Dimensity 1200<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With the 6nm process, as well as the A78 large-core and 8-core architecture, AnTuTu V9 has a running score of more than 690,000, its performance is nearly double that of the previous generation, and its running score performance exceeds<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The flagship chip Snapdragon 865 released last year is 32% higher than Qualcomm's mid-range Snapdragon 778 and 65% higher than the Snapdragon 768G. This time, the Note 10 Pro uses the Dimensity 1100 chip, which is the first time that Xiaomi Group has \"leapfrog\" the Redmi Note 10 series, which is positioned as a mid-range product, equipped with a flagship-level chip. It can be called the most powerful Note series mobile phone in history.Although the starting price of Redmi Note 10 is only 999 yuan, it also uses a 5G chip that supports 5G + 5G dual-SIM dual standby in terms of chip configuration. This time, Redmi has sold 5G mobile phones below 1,000 yuan, which is the first time in the industry. This will greatly accelerate the popularization of 5G mobile phones in China, and will also force 4G mobile phones to completely withdraw from the market above 1,000 yuan.In addition, on the day of the release of the Note 10 series, the Redmi brand also released the first thin and light Ryzen notebook of the RedmiBook Pro series-the RedmiBook Pro 15 Ryzen Edition. It is equipped with the new \"Zen3\" architecture<a href=\"https://laohu8.com/S/AMD\">AMD</a>Ryzen 5000 series standard voltage processor, 7nm process, 8 cores and 16 threads, the processor can release up to 45W full-blood performance. It has stronger performance and more extreme cost performance than products in the same price range of competitors. It can be called the most worth buying large-screen thin and light Ryzen notebook in the 5000 yuan segment.<img src=\"https://static.tigerbbs.com/d5e348187c69b09c92255d7d52819ab6\" tg-width=\"880\" tg-height=\"585\" referrerpolicy=\"no-referrer\">Whether it is Note 10 Pro, Note 10 or RedmiBook Pro 15 Ryzen Edition, we have all seen that Redmi has adopted a leapfrog configuration in the core chip field compared to products in the same price range. So, when the chip shortage crisis hit the entire smart hardware industry, why was Xiaomi Group able to buck the trend?Lu Weibing, partner of Xiaomi Group, president of China and international departments, and general manager of Redmi brand, said at the \"Flagship Chip King Kong\" press conference that the shortage of chips will largely test the values of a company. And \"adhering to genuine materials, adhering to the popularization of high-end products, and adhering to the ultimate cost performance\" is the core values of the Redmi brand. This value determines that the Redmi brand will not reduce the chip configuration or increase the price due to short-term difficulties..However, the author believes that although adhering to values is one of the important reasons for Xiaomi to take this move, what is more fundamental is Xiaomi's shortcomings in the field of hardware supply chain in recent years and the improvement of systematic capabilities.If Xiaomi does not have strong control capabilities in the upstream supply chain field, it will be extremely difficult to ensure the normal supply of ordinary chips, not to mention improving the chip configuration while the pricing remains unchanged. Looking back at 2015-2016, Xiaomi had a huge product crisis and sales crisis due to defects in supply chain capabilities.Why has Xiaomi made such great progress in the hardware supply chain in just a few years?The author believes that this stems from a profound reflection by Lei Jun, the founder of Xiaomi Group, who led Xiaomi's core team in 2016. At that time, he deeply realized that the essence of a smartphone is a mobile phone, and it must first pass the basic skills of mobile phone hardware such as the supply chain. This led to Lei Jun's appointment as the head of Xiaomi's mobile phone department, and personally took important measures for product research and development and supply chain construction.In addition to Lei Jun's personal entry into battle, Xiaomi Group also changed positions, introducing Zhang Feng, who served as the general manager of Nanjing Yinghuada, one of Xiaomi's most important foundries in the early days, and he was directly responsible for Xiaomi Group's supply chain management. The optimization of the core person in charge of the supply chain has become a key action to reverse the shortcomings of Xiaomi's supply chain. Zhang Feng also lived up to expectations and played an excellent role in solving the shortcomings of the hardware supply chain, and thus became the core decision-making team of Xiaomi Group. At present, Zhang Feng not only serves as the vice president, chief of staff of Xiaomi Group and chairman of the procurement committee of Xiaomi Group, but is also selected as a partner member of Xiaomi Group.In terms of specific supply chain improvement measures, Xiaomi Group has developed from three dimensions in an orderly manner. First of all, taking quality as the breakthrough point, Xiaomi replaced unqualified suppliers and chose to cooperate with more powerful suppliers. At the same time, Xiaomi Group also set up a quality committee to invest full-time strength and huge costs to improve product quality.Secondly, while ensuring the basic disk of product quality, Xiaomi also continues to strengthen close ties with suppliers and conduct joint research and development with higher coupling. For example, Xiaomi has established a chip platform department, which has been deeply involved in the joint research and development of suppliers such as Qualcomm and MTK since the product definition stage. This is why we have seen that in recent years Xiaomi Group has replaced<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>, continue to obtain the right to launch each generation of Qualcomm's flagship chips.It is also worth mentioning that in addition to continuing to obtain the first launch right of Qualcomm's flagship chips, Xiaomi has also repeatedly obtained the first launch right of MediaTek chips. For example, the Redmi Note 8 series launched the MediaTek Helio G90T liquid-cooled gaming core, and the Redmi 10X series launched the MediaTek Dimensity 820 5G processor.Finally, through forward-looking product planning, Xiaomi has been able to avoid cutting orders at will, which gives the upstream supply chain sufficient confidence and makes them more willing to form a trustworthy and stable cooperative relationship with Xiaomi, thereby ensuring the priority supply of Xiaomi in difficult times.In addition, the improvement of Xiaomi's ability to control the supply chain field, in addition to its efforts in specific links of the supply chain, also benefits from the compensation of Xiaomi's shortcomings in other fields, the most important of which is that Xiaomi has built the most balanced industry<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>Combination, a three-dimensional channel system combining domestic and overseas.First of all, in overseas markets, Xiaomi Group has now entered more than 100 countries and regions around the world, among which smartphone shipments rank among the top five in 62 countries and regions around the world, and it is the largest smartphone brand in 12 countries.. Specifically, Xiaomi ranked first in Russia (32.1% market share), first in Spain (35.1% market share), second in Italy, and third in Germany and France. Overall, Xiaomi ranks first in Eastern Europe and third in Western Europe.In the domestic market, online sales have always been Xiaomi's traditional advantage. Needless to say, with the opportunity of the rise of large shopping malls in various places, Xiaomi has taken advantage of its rich product portfolio advantages to focus on channel layout in shopping malls in a forward-looking manner, allowing Xiaomi to overtake in corners offline.It is reported that as of the morning of April 3, 2021, Xiaomi was in Shenyang<a href=\"https://laohu8.com/S/000031\">Joy City</a>It has opened the 5,000 th millet home in China. At the Redmi Note 9 series launch conference last year, Lu Weibing said that Xiaomi Home will be opened in every county in the coming year, speed up the sinking of the county-level market, and let every rice noodle have a Xiaomi Home beside him. And Lu Weibing also said that in 2021, Xiaomi Home will be spread in every county in the country. Not long ago, Xiaomi announced that it has completed the coverage of Xiaomi Home in all counties in Jiangsu and Henan provinces. Next, more provinces and all counties will complete the full coverage of Xiaomi Home faster and faster.In addition, following the rapid progress in the county-level market, Xiaomi's new retail strategy has further accelerated, fully sinking into the township market. Lu Weibing also set a new goal at this press conference: to open 10,000 new Xiaomi Home township authorized stores, so that township users can enjoy high-quality and cost-effective Xiaomi products.The three-dimensional channel system that combines online and offline, domestic and overseas, fully guarantees the stable shipments of Xiaomi Group. The 2020 financial report shows that Xiaomi's global mobile phone shipments reached 146 million units, ranking third in the world, and the sales of high-end smartphones have exceeded 10 million units. Large-scale and stable shipments have further won the confidence of upstream suppliers to cooperate with Xiaomi, and are willing to give priority to matching them with better supply chain resources.3With the improvement of Xiaomi Group's systematic capabilities in the fields of supply chain and channels, the Matthew effect of the stronger is emerging in Xiaomi.Just the day after the \"Flagship Core King Kong\" conference, Xiaomi released its financial report for the first quarter of 2021. The financial report shows that Xiaomi Group's total revenue reached 76.9 billion yuan in the first quarter, a year-on-year increase of 54.7%; The adjusted net profit was 6.1 billion yuan, a year-on-year increase of 163.8%; Earnings per share were 0.302 yuan, much higher than market expectations of 0.187 yuan and 0.089 yuan in the same period last year.<img src=\"https://static.tigerbbs.com/fe675cc417bbad8f8ea34a9e82324396\" tg-width=\"1070\" tg-height=\"2344\" referrerpolicy=\"no-referrer\">Among them, the basic business of smartphones is still the main force that contributes the most to the performance of Xiaomi Group. In the first quarter of 2021, Xiaomi's global smartphone shipments increased by 69.1% year-on-year to 49.4 million units, and its global share has risen to 14.1%.With the release of the Redmi Note 10 series, Xiaomi has once again demonstrated its advantages in the supply chain field, thereby achieving leapfrog configuration on the core component chips, which is bound to further expand its market share advantage in the smartphone industry. Xiaomi, which has entered a positive cycle, is worth looking forward to what kind of surprises it will bring in the future.----------------------------------------------------Share good news with Tiger friends, Tiger currently supports placing orders on weekends! Pre-pending orders are a value-added service provided by Tiger for users, which can support users to place orders during non-trading periods. Currently, they support three order types: stop loss orders, stop loss limit orders, and limit orders.In other words, users can place pending orders during market holidays, such as weekends and other holidays. The orders are saved by Tiger's trading system and automatically submitted to the exchange after the market opens.<a href=\"https://www.laohu8.com/post/131820269\" target=\"_blank\">Click for details > > ></a>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/vkzSbfWPnNNDyMx5j7qezw\">砺石商业评论</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68c4631119b178af4b9403c186b427c8","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/vkzSbfWPnNNDyMx5j7qezw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136357756","content_text":"砺石导语：此次Redmi Note 10系列的发布，小米再次展现出其在供应链领域的优势，从而实现在最核心元器件芯片上的越级配置，这势必将进一步扩大其在智能手机行业的市场份额优势。已经进入正循环的小米，未来将带来什么样的惊喜，值得我们继续期待。1从2020年下半年开始，全球智能手机行业便进入一个怪圈，就是很多知名厂商旗下的高端手机纷纷大幅涨价，中端手机却私下偷偷降低配置，还有一些旗舰手机迟迟无法发布，在此背后是全球智能硬件产业正在遭遇着一场严峻的“芯片短缺”危机。这种危机不只是影响到智能手机产业，还影响到汽车、电视与笔记本电脑等多个产业。《砺石商业评论》在系统分析这场危机后发现，其根源在于多项因素的叠加。首先，智能手机一直以来是芯片需求的大户，而目前智能手机行业正在经历着从4G手机向5G手机的转移，5G手机所需要芯片数量是4G手机的2倍，这导致芯片需求大大增加。其次，从2020年下半年开始，在全球范围内，智能电动汽车的销量都普遍出现爆发式增长。汽车的智能化与电动化，也带来芯片需求的数倍增长。再次，由于新冠肺炎疫情爆发带来的在家办公需求，笔记本电脑一反往年的市场低迷状况而出现销量井喷，进而带来芯片需求的增加。另外，与5G相关的智能家居、智能穿戴等物联网设备的大规模普及，也加大了芯片的需求。而在5G手机、智能电动汽车、物联网设备与笔记本电脑等造成芯片需求大增的同时，在供给端，芯片厂商却因为疫情爆发而减少产能、延缓投资导致芯片供给不足。另外，雪上加霜的是，美国奥斯汀州的大雪，日本瑞萨电子的火灾，以及意法半导体的罢工都进一步加剧了芯片的供给不足。一方面是需求侧的暴增，另一方面是供给侧的大幅下跌，这一涨一跌便导致了今天我们看到的波及全行业的芯片短缺危机。据悉，这次全球缺芯现象还将持续至少一年的时间，其中预计今年第三季度将进入最严重的阶段。在这种情况下，一些智能手机厂商便被迫采用了例如前文提到的高端涨价，中端减配与旗舰发布延迟等措施。不过就在近日，有一家智能手机企业却逆势而上，其不仅没有效仿其他友商的类似方式，相反在保持价格不变的情况下，大大提高了同级别手机的芯片配置。要知道，在这次芯片危机中，短缺最严重的正是高端芯片。这家企业也多少有些让人意外，因为其不是别家，而是过去长期曾被行业认为在硬件供应链领域存在一定能力短板的小米集团。22021年5月26日，小米集团旗下品牌Redmi在北京总部举办了“旗舰芯 小金刚”为主题的新品发布会，在这次发布会上正式发布了Redmi Note 10系列的Note 10 Pro与Note 10 5G两款手机。其中，6+128GB版本的Note 10 Pro起售价为1499元，4+128GB版本的Redmi Note 10起售价为999元。在如此亲民的价格下，Note 10系列的产品力却相当可观。尤其在消费者最为关注的芯片领域，Redmi Note 10 Pro竟意外采用了天玑1100芯片。对芯片领域较为熟悉的读者都了解，天玑1100与天玑1200并列，是著名的芯片厂商联发科在2021年最新发布的5G旗舰芯片，主要应用在2000元以上的中高端智能手机。天玑1100采用的是与天玑1200相同的台积电6nm制程，以及A78大核与8核架构，安兔兔V9跑分超过69万，性能相比上代接近翻倍，跑分性能超过高通去年发布的旗舰芯片骁龙865，比高通旗下中端的骁龙778高32%，比骁龙768G高65%。此次Note 10 Pro采用天玑1100芯片，是小米集团第一次在定位中端产品的Redmi Note 10系列“越级”配备了一款旗舰级别的芯片，堪称史上性能最强的Note系列手机。Redmi Note 10虽然起售价只有999元，但在芯片配置上也越级使用了支持5G+5G双卡双待的5G芯片。此次Redmi将5G手机做到千元以下，在行业内尚属首次，这将大大加速5G手机在国内的普及，也将迫使4G手机彻底退出千元以上市场。另外，在Note 10系列发布当天，Redmi品牌还发布了RedmiBook Pro系列的首款轻薄锐龙本——RedmiBook Pro 15锐龙版。其搭载了全新“Zen3”架构的AMD锐龙5000系列标压处理器，7nm制程，8核16线程，处理器可达45W满血性能释放，具有相比友商同价位产品更强劲的性能以及更极致的性价比，堪称5000元段最值得购买的大屏轻薄锐龙本。无论是Note 10 Pro、Note 10还是RedmiBook Pro 15锐龙版，我们都看到Redmi在最核心的芯片领域都采用了相比同价位产品的越级配置。那么，在芯片短缺危机侵袭整个智能硬件产业时，小米集团为什么能够逆势而上呢？小米集团合伙人，中国区、国际部总裁，Redmi品牌总经理卢伟冰在“旗舰芯 小金刚”发布会上表示，芯片短缺将很大程度上考验一个企业的价值观。而“坚持真材实料，坚持高端产品大众化，坚持极致性价比”是Redmi品牌的核心价值观，这种价值观决定了Redmi品牌不会因为短期困难而在芯片配置上进行减配，或者在价格上提升。不过笔者认为恪守价值观虽然是小米采取此举的重要原因之一，但更根本的则是小米近些年在硬件供应链领域的短板补足与系统性能力的提升。如果小米不是在上游供应链领域具有强大的掌控能力，莫说在定价不变的情况下提高芯片配置，保障普通芯片的正常供应都极为困难。回望2015-2016年，小米当时就曾因为供应链能力的缺陷而出现过一次巨大的产品危机与销量危机。为什么小米短短几年便在硬件供应链上出现了如此大的进步呢？笔者认为，这源于小米集团创始人雷军在2016年带领小米核心团队的一次深刻反思，其当时深刻意识到智能手机的本质是一部手机，首先必须在供应链等手机硬件的基本功上过关，这就有了雷军出任小米手机部负责人，亲自来抓产品研发与供应链建设的重要举措。除了雷军亲自上阵之外，小米集团还走马换将，引进曾担任小米早期最重要的代工厂之一南京英华达总经理的张峰，由他直接负责小米集团的供应链管理。供应链核心负责人的优化，成为扭转小米供应链短板的关键动作。张峰也不负众望，在解决硬件供应链短板上发挥出色，并因此跻身小米集团的最核心决策团队。目前，张峰不仅担任小米集团副总裁、参谋长与小米集团采购委员会主席，还入选小米集团合伙人成员。在具体的供应链改善措施上，小米集团则有条不紊地从三个维度展开。首先是以质量为切入点，小米对不合格的供应商进行了更换，选择与更有实力的供应商合作。同时小米集团还成立质量委员会，投入专职力量与巨额成本来提升产品质量。其次，在保证产品质量这个基本盘的同时，小米还持续加强与供应商的紧密联系，进行耦合度更高的联合研发。例如，小米成立了芯片平台部，其从产品定义阶段就开始深度参与到高通、MTK等供应商的联合研发，这也是为什么我们看到近些年小米集团已经取代三星，持续获得高通每一代旗舰芯片的首发权。另外值得一提的是，除了持续获得高通旗舰芯片的首发权，小米也屡屡获得联发科芯片的首发权。例如，Redmi Note 8系列首发了联发科Helio G90T液冷游戏芯，Redmi 10X系列首发了联发科天玑820 5G处理器。最后，小米通过前瞻的产品规划，已经能够做到不随意砍单，这给到了上游供应链充足信心，让它们更愿意与小米形成极具信任感的稳定合作关系，进而保障了在困难时期对小米的优先供给。另外，小米在供应链领域掌控能力的提升，除了在供应链具体环节的努力，还得益于小米其他领域短板的补足，其中最为重要的是小米构建的行业最为均衡的线上线下结合，国内与海外相结合的立体化渠道体系。首先在海外市场，小米集团目前已经进入了全球100多个国家和地区，其中智能手机出货量在全球62个国家和地区市占率排名前五，是12个国家的第一大智能手机品牌。具体而言，小米在俄罗斯（市场份额为32.1%）排名第一，在西班牙（市场份额为35.1%）排名第一，在意大利排名第二，在德国和法国排名第三。总体而言，小米在东欧排名第一，西欧排名第三。在国内市场，线上销售一直是小米的传统优势，自不用多说，而借助大型购物中心在各地兴起的机遇，小米利用自己丰富的产品组合优势，前瞻地聚焦在购物中心进行渠道布局，让小米在线下实现了弯道超车。据悉，截止2021年4月3日上午，小米在沈阳大悦城已经开业了全国第5000家小米之家。去年Redmi Note 9系列发布会上，卢伟冰曾表示在未来一年要将小米之家开到每个县城，加快县级市场下沉，让每个米粉身边都有一个小米之家。并且卢伟冰还表示，在2021年让小米之家遍布全国每个县城。前不久，小米宣布已经完成了江苏、河南两个大省的所有县的小米之家覆盖，接下来将会越来越快地有更多省所有县完成小米之家全覆盖。另外，继在县级市场取得飞速进展后，小米新零售战略进一步提速，全面下沉乡镇市场。卢伟冰在此次发布会上还立下新的目标：新开10000家小米之家乡镇授权店，让乡镇用户享受到高品质高性价比的小米产品。线上线下结合，国内与海外相结合的立体化渠道体系，充分保证了小米集团稳定的出货量。2020年财报显示，小米手机全球出货量高达1.46亿台，稳居全球第三，高端智能手机的销量已突破1000万台。大规模且稳定的出货量，进一步赢得上游供应商与小米的合作信心，愿意优先为其匹配更优质的供应链资源。3随着小米集团在供应链与渠道等领域的系统性能力的提升，强者越强的马太效应正在小米身上显现。就在“旗舰芯 小金刚”发布会次日，小米发布了2021年第一季度财报。财报显示，一季度小米集团总收入达到769亿元，同比增长54.7%；经调整净利润61亿元，同比增长163.8%；每股盈利0.302元，远高于市场预期的0.187元与去年同期的0.089元。其中，智能手机的基本盘业务依然是对小米集团业绩贡献最大的主力。2021年第一季度，小米全球智能手机出货量同比增长69.1%，达到4940万台，全球占有率已经升至14.1%。而此次Redmi Note 10系列发布，小米再次展现出其在供应链领域的优势，从而实现在最核心元器件芯片上的越级配置，这势必将进一步扩大其在智能手机行业的市场份额优势。已经进入正循环的小米，未来将带来什么样的惊喜，值得我们继续期待。----------------------------------------------------和虎友们分享一个好消息，老虎当前支持周末下单了！预挂单是老虎为用户提供的一种增值服务，可以支持用户在非交易时间段下单，目前支持止损单、止损限价单、限价单3种订单类型。也就是说，用户可以在休市期间，比如周末等节假日进行挂单，订单由老虎的交易系统保存，待开市后自动提交到交易所。点击了解详情>>>","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":4020,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}