yuanbiaoti:pingguohuoyongzijiaxinpian gongyingliankongzaoxipai
jumeitizuixinbaodao,pingguogongsijihuazuizaocong2020nianqi,zaimacdiannaoshangcaiyongziyouxinpian,qudaiyingteerchanpin,yijinyibuzhangwochanyelianzhudaoquan。shouciyingxiang,yingteer2rigujiayidubaodie9.2%,chuang2016nian1yueyilaizuidapanzhongdiefu。zhideguanzhudeshi,suizhepingguozizhuyanfanenglidebuduantisheng,baokuopingguodexinpian、xianshipingdenghexinlingbujiandoujianshaoleduigongyingshangdeyilai,gongyinglianshangdeduojiaqiyeshoudaochongji。
自主研发控制成本
2ri,pingguozaigongsiguanwanggongbu,jiangyu5yue1rigongbu2018cainiandiercaijicaibao,iphonexiaoliangchengweiguanzhujiaodian。jiyuqianqibiaoxian,gaoshengheyecunzhengquandengjigoufenfenxuejianleiphonedexiaoliangyuqi。
congquniandequanqiuzhinengshoujichuhuoliangduibilaikan,suiranpingguoweijudier,jindiyusanxing,buguozaiqihoudehuawei、oppo、vivohexiaomixiangjiaopingguojin0%dezengsu,zhangfufenbieda10%、30%、36%he56%,chengweipingguoqiangyoulidejingzhengduishou。yeneifenxi,huaweidengpinpaidejingzhenglitishenglaiziyugengdidegongyinglianchengben。ermuqian,pingguogongsidanshihuazaigeleishouquanfeihezhuanlifeishangdezhichuyijugaobuxia,qizhong,meinianzaishoujituxingchuliqi(gpu)kaifashangimaginationshejishouquanfeishangdezhichujiugaoda7500wanmeiyuan。
weikongzhichengben,pingguobiaoshi,jiangzhongshiguanjianjishudezizhuyanfa,ruchuliqihuochuanganqideng。duici,pingguoyeshixiazulegongfu。zi1998nianyilai,pingguoyanfazhichudenianjunfuhezengzhanglvyijingdadao32%。2018cainian,pingguojihuatouru140yimeiyuanyongyuyanfa,zhanyingshoubilida14nianlaizuigao。
qishi,zaichuliqixinpianlingyu,pingguocong2008nianjiutongguoshougouweizizhuxinpianyanfabuju,zhizhi2012nian,pingguotuichudeiphone 5zhongshoucichuxianlewanquanzizhudingzhishejidexinpian。lingwai,2014niantuichudeiphone 6caiyongdea8xinpianzhongshoucidazailepingguodingzhituxingchuliqi。muqian,pingguodeduoshuchanpin(iphone、ipad、apple watchheapple tv)doushiyongzizhushejidechuliqi。
cicipingguojihuamacdiannaoshangcaiyongzizhuxinpian,chulechengbenkongzhiwai,yeneirenshifenxi,haijiangshisuoyoupingguoshebei(baokuomac、iphone、ipad)gengjiawufengdilianjiezaiyiqi,buduantuidongchanpinchuangxindejixian。
供应链频繁洗牌
youyuyingteerquannianyingshouzhongyue5%laizipingguoxinpianyewu,shoupingguogaiyongzijiaxinpianyingxiang,gongyingshangyingteer2rigujiaxiadie6.07%zhi48.92meiyuan。
jumeiguojigoukeybancbaogao,pingguogongsi2020cainiandemacdiannaoxiaoliangjiangzai1800wantaizuoyou,qixinpianpingjunxiaoshoujiagequjianzai150meiyuan-200meiyuan,yinciyingteerdao2020nianshiqulaizimacdiannaodeshouruhou,xiaoshouekenenghuijianshao28yizhi37yimeiyuan,meigushouyijianshao21-28meifen。
chuyingteerwai,pingguogongyinglianshangdetuxingchuliqi、dianyuanguanlixinpianhexianshipingdenghuanjiedegongyingshangyebuduanbeipaoqihuoqudai。
qunian4yue,imaginationjiedaotongzhicheng,pingguojiangzaiweilaitingzhishiyongimaginationdegpujishu,bingzhongzhizhuanlifeizhifu。youyupingguotigongdeshouruzhanqizhengtiyingshoudeyibanyishang,gongsigujiayiyezhijianxiadiechao7cheng。qunian11yue,pingguozizhushejichuiphonedianyuanguanlixinpian,gongyingshangdailegebandaoti(dialog)gujiazaiyizhouneixiadiejinsanfenzhiyi。shangyue,pingguogongsiyouxuanbujiangshoucizizhushejibingshengchanmicroledxianshiping,sanxinghexiapudenggongyingshanggujiayingshengxiadie。
buzhiruci,zaipingguoshangyuegongbudezuixinquanqiu200dagongyinglianmingdanzhong,baokuofeilipu、shandihesanxingdianjizaineide32jiagongsizaiguoquyinianbeitichuchuju,buguoyeyoubaokuojingdongfang、oufeiguangzaineide28jiaxingongsiruxuan。duici,mogenshidanlicengbiaoshi,pingguobuduanyinjinxindegongyingshangxianghuzhiheng,shidegongyingshangmianlingengjiajiliedejingzheng。
lingyoufenxizhichu,pingguobuduanxipaigongyinglian,shixiwangconggongyinglianlidedaogengduolirun。zhidezhuyideshi,pingguozhengzaiyinrugengduodezhongguogongyingshang,yishichengbendiyuyuanlaizhanbijiaodademeiguoheribengongyingshang。jujianadatouxingcanaccord genuityshuju,quniansijidu,pingguoxiaoliangsuiranzhizhanquanqiuzhinengshoujichanyexiaoliangde18%,dan87%delirunbeiqinazou。