Top of the big era
Chapter 2867 Vehicle Operating System
Regarding the OEM business, Zhou Buqi is very familiar with it. This is almost a new business model he created.
The cooperation between Asda and Hyundai is this model.
Hyundai's mobile phones are no longer good, and it is difficult for Asda, a foreign brand, to break into the Korean market. In the end, the two parties simply joined forces to label Asda's mobile phones as "Hyundai" and then sell them in the Korean market.
This model has achieved great success.
Hyundai's mobile phone market share in South Korea has steadily exceeded 20%. Although there is still a big gap with Samsung, it can at least survive. It can make hundreds of millions of dollars in profits every year, and the two companies are happy to share it equally.
Zhou Buqi originally thought that after Cheng Suizhong became the CEO of BlackBerry, he would directly sell BlackBerry's mobile phone business.
But he didn't expect that he would use the OEM method.
It's very possible that I learned it from myself.
As for who to OEM with, it must be chosen from domestic mobile phone manufacturers. On the one hand, he is Chinese and has close ties with China; on the other hand, domestic mobile phones are very popular, with high quality, low price and competitive price. Among these domestic mobile phone manufacturers, who should you choose?
Apart from Asda, there are only two best choices.
Either Lenovo or Huawei.
Only these two are large international companies that are famous and influential overseas, and have many years of operating experience and sales channels.
However, Huawei needs to be ruled out first.
Huawei's business has always been self-reliant. Even the heads of Huawei's overseas operations are sent from home and abroad. The "Huawei" brand is used uniformly at home and abroad. Lenovo is the benchmark for opportunistic business operations. It adopts the opposite strategy to Huawei. Its foreign business mainly relies on foreign teams and foreign brands.
This is especially true in the PC field.
The most classic case is the acquisition of IBM's computer division. After this transaction, Lenovo directly owned the top brand ThinkPad. Lenovo's computers have remained among the top three in the world all year round. Sales of "Lenovo" brand computers in overseas markets are relatively limited, with ThinkPads mainly sold. In the past few years, Lenovo has launched a Japanese strategy, using the same strategy. It went to the Japanese market to acquire Fujitsu and NEC. It is said that it will also attack Sony to develop the Japanese market in the name of Japanese brands.
Essentially, it is the same approach as ASDA OEM Hyundai to conquer the Korean market.
The difference is that OEM is a long-term process. If the business is done well, Hyundai will continue to pay dividends every year; brand acquisition is a buyout system, and you pay a large sum of money. Whether the business does well in the future depends on whether you make money. How much money it costs has nothing to do with the other party.
But even so, among the current domestic mobile phone manufacturers, apart from Asda, Lenovo is the best in overseas markets, followed by ZTE. The main reason is that the brands of these two companies are more easily accepted by foreigners. The former is "Lenovo" and the latter is "ZTE", which are more like foreign brands and are easier to be accepted by foreigners.
Just like the current US mobile phone market.
The iPhone has 52% of the market, Samsung has 18%, Aster has 12%, and Motorola has 9%.
These are the top four, accounting for 91% of the US market.
The fifth place is BlackBerry, with a market share of 3.9%, and the sixth place is Lenovo, with a market share of 1.8%.
It can be seen that it is not surprising that BlackBerry is eyeing Lenovo.
When the PC market was saturated and growth was sluggish, PC giants were working hard to transform. Dell delisted, HP transformed into a software service provider and was defrauded of billions of dollars by the British, and Lenovo transformed into a mobile phone.
A mere 1.8% share obviously does not satisfy their appetite.
If we take advantage of BlackBerry's brand resources, work a little harder, completely abandon BlackBerry's operating system, and change BlackBerry's hardware keyboard design... combined, maybe Lenovo's mobile phone share can reach 10%. impact.
In the U.S. mobile phone market, the real profit margin is much higher than that in China.
Domestic mobile phones, pre-installed with an App, cost 30 yuan; in the United States, pre-installed with an American App, the price may reach 30 US dollars.
The United States ships at least 100 million mobile phones a year.
A 10% share is 10 million units. If nothing else, the income from pre-installed apps is enough for some established companies that lack ambition to enjoy a good life.
Zhou Buqi said that he could act as a mediator and help BlackBerry contact domestic mobile phone manufacturers.
If Lenovo doesn't work, there are many other options.
What interests him is BlackBerry's technology assets.
When a company has developed to the level of Ziweixing and Asda, it can no longer just rely on opportunism and plagiarism. It must have its own competitiveness in some hard-core capabilities. Today’s smartphones are becoming more and more similar, and their designs are becoming more and more consistent.
Obtaining the intellectual property rights of BlackBerry can allow Asda's mobile phones to maintain some weak differentiation advantages.
After all, among the many mainstream mobile phone manufacturers, BlackBerry is the most special one in the industry.
There are self-developed operating systems, hardware button designs, and many different interesting designs.
Get rid of the dross and get the essence.
Also valuable to Asda.
Cheng Suizong also has this intention, "Yes, I also intend to sell part of the mobile phone business assets to revitalize BlackBerry's other systems and software businesses."
"Oh?" Zhou Buqi raised his eyebrows and heard something, "BlackBerry will transform into a software and system service provider next?"
Cheng Suizong said: "My plan is this. The biggest advantage of BlackBerry is security. BlackBerry's operating system is the most secure and stable operating system in the world, and is far more powerful than Apple and Android systems."
"Yeah." Zhou Buqi chuckled, "Is BlackBerry going to transform into a security service provider?"
In front of Boss Zhou, there is nothing to hide, and they are all compatriots. There is a heartfelt feeling of closeness when meeting in a foreign country. Cheng Suizong said: "Yes, we have to do security services. By the way, for this I Thank you very much!”
"Ah?" Zhou Buqi was slightly startled, "What are you thanking me for?"
Cheng Suizong smiled and said: "It is you who lit up the artificial intelligence industry and guided the industry's transformation from CPU to GPU. It is not only the artificial intelligence industry that will benefit, but also the automotive operating system industry."
Zhou Buqi couldn't help but be stunned, "You want to make a car system?"
"Yes, car system. Even half a year ago, this idea was very unrealistic. BlackBerry is a mobile operating system, adapted to the ARM architecture CPU, and the computing power is limited. But now it is different, you have changed With the understanding of artificial intelligence, the in-vehicle operating system is no longer limited by the CPU, and the mobile system can also be applied in the car." Cheng Suizong seemed to be lucky, "BlackBerry's system is the most secure and stable, and it can be placed on a mobile phone. It’s not suitable. It’s perfect if you put it in the car!”
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