V40 out of the first step, the new glory 2021 of a happy three worries

January 22, a Tiangui "core" of the glory V40 opened the prelude to the new glory, it is reported that the Snapdragon 888 processor version of the V40 is still in the pipeline, and Huawei soon after the separation of the road, the glory to accelerate the pace of transformation.

As early as January 12, the glory of the official self-service mall on the official line, "sell the storm" after this is the glory of the first external action. Glory V40 release, marking the official start of the new glory moves, but this "new machine" with MediaTek Tiangui 1000 + chip, is a 60-point answer sheet.

Just one day before the new glory mall on the line, Huawei mall on the full shelves of the glory brand of all the products and services, just like earlier Mr. Ren Zhengfei said: "Huawei and glory once the 'divorce' do not lotus root broken. The intensity of competition in China's smartphone market in 2021 will be as fierce as ever, so how will the new Honor perform on its solo journey? In the unpredictable market competition and how to continue the "glory"?

A series of questions for the outside world is concerned about, V40 came out is good news, then we have to talk about the new glory after the independence of the "one happy, three worries".

January 22, Shenzhen Spring Cocoon Sports Center, glory CEO Zhao Ming from the black curtain debut, "cocoon and born" as the theme, opened the new glory phone prologue. And said "the future glory will undoubtedly go to the high-end."

In the past, limited by Huawei's positioning within the system, the battle between Glory and (high-end) Xiaomi has been a strange one, and this fortuitous "independence" has once again tied the two brands together.

Canalys announced the top 5 global cell phone shipments in the third quarter of 2020

When it comes to Xiaomi, no one knows. Xiaomi has spent a decade to grow itself from an ordinary Chinese cell phone brand to a global TOP3 level international cell phone brand. Xiaomi's growing strength at the time directly threatened the pattern of traditional cell phone brands, Xiaomi's success has also spawned more Internet smartphone brands, such as ZTE's Nubia, Jinli's IUNI, Coolpad's Dashen, etc., a series of new brands began to enter the public's field of vision, which, of course, also includes the glory.

Since its birth, Gloria has embarked on a "hard road" with Xiaomi.

On December 16, 2013, Huawei's CEO Yu Chengdong declared that "Glory is born for the fever", referring to Xiaomi's "born for the fever"; that year's launch also Xiaomi's slogan was "Who will compete with Xiaomi? "who is competing", glory is proposed "who is competing with glory", this "glory" refers to the glory, visible gunpowder flavor is thick.

Xiaomi in 2014 ushered in their own moment of glory, according to market research organization IDC announced the fourth quarter of 2014 China smartphone research data: Xiaomi annual shipments of more than 60 million, the domestic market share of 12.5%, in the country overtook Samsung. Glory was also in a period of steady rise at the time, with the 3C, 3X, the two low-end machine and glory 6 mid-range machine delivered revenue of $ 2.4 billion to make people satisfied with the answer sheet, this year, in the Huawei cell phone annual cumulative shipments of 75 million units contributed to 20 million.

On March 17, 2014, Xiaomi launched the Redmi Note, and the tagline was upgraded to "Always believe that good things are about to happen. Immediately after the glory was launched glory 3X, advertising slogan is "better things have happened", at this time millet and glory market positioning is similar, the main attack on the thousand yuan market. Such a close publicity bundle and brand positioning, so that the relationship between glory and millet at that time has been very subtle.

Later, on the same day that Xiaomi hosted the "Mi Fan Festival", Gloria hosted the "Gloria Carnival"; Xiaomi's theme design competition defined the slogan as "This time, we're going to make a big deal out of this. The theme design competition of Xiaomi defined the slogan as "This time, we'll make it bigger." Immediately after the glory of the global cell phone competition in the slogan is "this time, we whole point bigger." It can be seen that the glory of those years is really a full range of standard millet.

Similarly, for the glory of this "born for the fever", it and Xiaomi form a mirror image of the existence of the glory of the process of benchmarking Xiaomi, resulting in the development of their own road also formed a number of obstacles. As a sub-brand of Huawei, the high-end market for the glory of the cake should not be coveted, so glory has been wandering in the low-end market.

After the sale of the storm, after the independence of the glory will not be "tied hands", so that it has more possibilities in the future. Tianfeng Securities analyst Guo Mingqi has said: glory to get Qualcomm business license resistance is not big, if smooth, glory can do a good job of the iteration of the new model and the handover, and with the supply chain cut, glory can ensure that the old users of the after-sales experience.

On the launch of Glory V40, Zhao Ming looked for an opportunity to light up the muscle, with his disclosure, the new glory has established five R & D bases, more than 100 innovation labs, all 8,000 employees, more than 50% of the personnel is R & D engineering staff.

A fortuitous "independent" road, so that the two "old enemies", once again crowded into a track.

Glory was divided, there are a number of media broke the news that glory will launch Qualcomm, MediaTek 5G phone. MediaTek 5G chip phone has been launched, if the Qualcomm version of the glory V40 in the near future also online, a complete body of the new glory even completed.

According to a report by Tencent News on December 10 last year, citing people familiar with the matter, Glory's negotiations with Qualcomm are "very optimistic" and it is close to reaching a supply partnership. Throughout the changing Chinese cell phone market, the unsuitable will be eliminated, today's cell phone market strong. Glory from Huawei, although the independence of a breakthrough, but also faces the problem of weakening brand influence, the technical level also needs to be improved. In the face of the white-hot competition in the cell phone market at this time, glory is also facing three major concerns:

1. online and offline sales channel balanced development: Glorious since its birth is to help Huawei's big brother to keep an eye on the existence of Xiaomi, which gives its own positioning is the Internet cell phone brand, online attack, but the development of the offline sales channel but there is a certain lack of development. Today, the offline market has long been occupied by Huawei, millet, OPPO, vivo.

Glory split facing everything from scratch, although the offline layout has been promoted, but the major cell phone brands offline channel network has been very mature, which further exacerbates its resistance to expansion of offline channels. Since September 2020 so far glory has a number of stores opened, covering Chengdu, Lanzhou, Wuhan, Xiamen and many other cities, in December, Chengdu Vientiane City glory experience store and Nanjing Jindi Plaza glory experience store also opened one after another. As we all know, it takes time and money to open a store offline, which is not a small challenge for the glory now.

2. Grinding the R&D team to adapt to the market situation:

When Huawei sold Glory, it has been clearly pointed out that the sale of Glory is a package sale, without any additional conditions. This means that the honor of the core technology less Huawei with the authority of the technology R & D system to help support. In the past in quite a long time, the reason why the glory can put the technology factor and cost-effective factors to achieve a good balance, more or less benefit from the convenience of backing Huawei. The company's R&D strength in hardware and software has enabled it to get some cutting-edge technology at a very low cost.

After leaving Huawei, these advantages will be gone. According to Huawei insiders, Huawei has integrated part of the R & D power to glory. At the conference, Zhao Ming revealed five R & D bases, more than 100 innovation labs should be a lot of resources from Huawei, even so, after the independence of the new glory of the overall R & D strength, certainly not as strong as in the Huawei system.

And Huawei has been the Kirin chip as the core of research and development, the glory of the past few years, almost all models are built on the Kirin chip ecosystem. The change "core" MediaTek, Qualcomm, the technical team is also facing a great challenge. To be sure, the market will not give glory too much time, when millet, OPPO, vivo have innovation and R & D as a breakthrough, so the new glory must be in a shorter period of time, the integration of R & D power.

The outside world reaction to the glory V40 is actually average, depending on the back of the two models of the phone has no unique highlights, if the first three fires are not burned, the future is very worrying.

3. supply chain remodeling, perfect after-sales system:

The glory of the past is more riding on Huawei's car development, supply chain in the domestic and international markets also rely on Huawei, after-sales is even more so. Glory relies on Huawei's after-sales service system, the split after Huawei's official response that has been sold or in the hands of the glory of the phone can still enjoy Huawei's service channels. But the glory of the subsequent launch of the phone will need to rely on their own after-sales system.

The supply chain will also be a new problem, we must know that the strength of the strength of cell phone manufacturers, directly determines the right to speak in cooperation with downstream supply chain enterprises, millet repeatedly able to "debut" Qualcomm's latest flagship chip is one of the examples. v40 conference, Zhao Ming revealed that the new glory after the independence of the AMD, Intel, Samsung, Mitsubishi and other companies. The company's newest product is the newest version of its flagship chip, the newest version of its flagship chip, the newest version of its flagship chip.

This is inseparable from the dazzling achievements of the past glory, but this is just to reassure the outside world, whether the synchronized debut, or a unique debut of Qualcomm chips or other black technology accessories, is the key.

So glory needs to build a complete supply chain system of its own in a short time, more need to establish a strong "right to speak", from the glory of the V40 preferred MediaTek action, we do not see these signals.

Whether it's the broadening of sales channels, R&D team polishing, or supply chain reshaping, it will take plenty of time for Glory, and time is life for cell phone manufacturers. The good news is that Zhao Ming revealed that in 2014, glory has 20 million cell phone users in China, and by 2020 there are more than 200 million smart connected devices, including cell phones, tablets, smart screens and so on, and in 2018-2020 glory used to be the first place in China's online market.

After all, the answer sheet delivered by glory in the past is still very stunning, through this short period of storm, I believe that the strength of glory will soon again deliver a surprising answer sheet.

Although the new glory is now independent, but the innate gene decided, against millet is a kind of destiny.

Recently, another well-known V broke the news that the glory V40 series of cell phones will still be launched in large cups as well as oversized cups, which means that the glory V40 series of cell phones will have three versions, respectively, glory V40 (medium cups), glory V40 Pro (large cups), glory V40 Pro+ (oversized cups); which oversized cups version of the configuration is also very luxurious, will not only be equipped with a Qualcomm Snapdragon 888 processor, but also in the camera configuration, storage chip specifications, fast charging, waterproof performance and other aspects can reach the level of the top flagship phone.

Once the glory of Qualcomm's chip supply, it is likely that the glory in a short period of time to restore the "war power", quickly occupy the market, suppress millet.

Xiaomi in the glory of the sale of this stage has not been idle, according to Wise Finance reported: Xiaomi and Chinese agents and distributors have opened a communication meeting, hoping to take advantage of Huawei's shortage of opportunities to occupy the market. Canalys data show that in the third quarter of 2020, Xiaomi has been back to the world's top three manufacturers.

In the era of rapid development and popularization of 5G network technology, AI technology into the public's field of vision, smart home appliances have become a new wind mouth, which is the glory of the millet now inevitably another "hard battle".

In the cell phone manufacturers, millet is the earliest layout of the field of intelligent home appliances, millet's AIoT platform device link number has reached 289 million units, so that millet leapt to become the world's largest consumer IoT platform. At the conference, Glory said that Glory continues to uphold the "1+8+N" product strategy.

In this, "1" is the cell phone, "8" is the smart screen, wearable devices and PC products, "N" is a variety of expansion products. According to the data released by Glory 2019: Glory cell phone shipments in the Chinese market in 2019 were 44 million units, with a market share of nearly 13%, surpassing millet by nearly 40 million units. This shows that the glory in the "1 + 8 + N" strategic layout of the "1" and millet to form a stalemate, the strength of both sides can not be underestimated.

But glory in addition to cell phones, in the "8" only launched two smart screen products, in the "N" and not a few can compete with millet and its representative products. Xiaomi in addition to the original cell phone business, in the smart TV, VR helmets, sweeping robots, air purifiers, financial services have achieved very good results, which is not comparable to the current glory.

At present, the hardware as the core, the development of related ecological industry chain and Internet services for the purpose of millet is the current development strategy. Glory in the cell phone shipments, although not weak millet, but in the all-round layout and millet is still far away. In the field of intelligent home appliances temporarily can not compete with millet, but glory in the "8" in the launch of the wisdom of the screen, in 2020 Jingdong platform 618 promotion in the TV category sales, sales double champion.

Assuming that the glory if the smart home can be more output similar to the "smart screen" products, the future in the field of smart home will also have a lot of space to rise, the presence of millet is by no means lost. Only, this is a more than "revitalization" of the cell phone is as difficult as the road, there is millet such as rivals in front, and not good to go.

Zhao Ming, the soul of the old glory, is now also the new glory of the helm of the deserved. He revealed that "the future of the glory will undoubtedly go to the middle and high end", is this "new" team forward of the bottom of the air. However, the mall is like a battlefield, and no one can predict how the future will be.

Looking back to the previous Huawei sold Ansheng Electric, Huawei Marine and other businesses, now have become a pioneer in their respective fields, now the glory will be like them, become a leader in the cell phone market? We wait and see.