【Wall View】M1 will be the final one-hit sale?

Tencent Digital (Su Yang) people do not care about the life and death of the hammer, cares about how Luo Yonghao will face.

Judging from the situation of today’s press conference, Lao Luo should not need to face this problem in a short time. This is actually a positive signal. For hammers, they survived and emerged in the cold winter. For mobile phone manufacturers, the hammer proves the possibility of survival.

Looking at the entire conference, the old Luo changed a lot, Smartisan OS changed a lot, and the hammer mobile phone also changed a lot, such as the language expression, the operating system's features, and the release cycle, even the naming convention. They are the necessary means for the hammer to survive, because too many people are not optimistic about the hammer, not optimistic about the hammer mobile phone, just as the old Luo said at the press conference, the hammer is faced with the rumor of being acquired and closed down again and again. .

The question now is: How long will the hammer in the future be shrouded in the rumors of being acquired and closed down, or will the M1 be the last one to buy?

Sales are not as popular

The launch of the hammer should be one of the most attractive activities in the technology industry. Many people are concerned about the fact that products are not in the first place, but they are primarily talking to each other.

Indeed, the appeal of Lao Luo's speech is not much more than the number of people in the industry. The direct result is that the hammer's release will remain as usual.

Compared to other manufacturers, this popularity and attention is desirable, but for the hammer, it is only the first step to success.

According to official announcements, the sales of the first-generation hammer mobile phones were less than 260,000 units. The official sales of the second-generation hammer mobile phones have not been directly announced, but the outside world's speculations are not optimistic, even if they were turned over on the basis of the previous generation. In some cases, the sum totaled to less than one million units, and it was not ideal for the hammer’s core product to deliver such a transcript in the past two and a half years.

There is also a very interesting reference indicator. The investor's prospectus shows that Hammer Technology had a total loss of RMB 656 million over the past one and a half years, which also indirectly shows that the sales volume of Hammer's mobile phone is not good and the return of funds is not going well.

In the past four years since its establishment, Hammer Technology has used the IP of Lao Luo to gain a lot of popularity, and has maintained a sustained increase in attention. However, the bigger challenge is to turn this attention into real value. Sales, which is also the root of the decision to continue to hammer, become a vassal of capital should not be the home of the hammer.

Always late one step?

The first two generations of hammer T-series products always suffer losses in configuration, which brings a lot of embarrassment to the hammer. As the old Luo said, users are always wearing small shoes because of these problems.

For example, when the hammer t1 was released, the Xiaolong 801 processor was used. At this time, other manufacturers basically adopted the Xiaolong 810 program. By the second generation of products, the Xiaolong 820 program was ready to go, and the hammer was Xiaolong 808.

Fortunately, Luo Yonghao knows this problem, Hammer Technology has also solved this problem in the past year, so you will see the new products released today, on the Snapdragon 821 program, running memory also starts from 4GB, large flat-panel battery capacity is more It rushed to 4080 mAh.

In other words, the situation that the hammer mobile phone has been delayed one step at a time in hardware has greatly improved.

However, even with the latest Xiaolong 821 program, Luo Yonghao's statement at the conference can still reflect the problems faced by the entire domestic mobile phone. No matter how the process is designed or not, it still can not get rid of the fate of the assembly companies.

"We chose this solution, but did not choose that solution," especially the hardware picture posted at the conference. There are Qualcomm, Sharp, Samsung, ATL, Sony, etc., but there is no hammer.

In fact, compared to rude batteries equipped with large capacity to meet the needs of the battery madman, trying to use technology to increase battery life on the same size and density of batteries is more respectable. Fortunately, the hammer has also tried in this regard, For example, the mirror stainless steel process that is jointly developed by supply chain manufacturers.

This problem is still very difficult for domestic manufacturers, especially for hammer manufacturers, but if the status quo changes, then the obtained will not only just the right to choose, will have the right to decide, and even decide life and death.

Old Luo has not lost confidence

In the face of the rumors of bankruptcy, Luo Yonghao once responded that "even if there is any problem, the hammer is also acquired, not closed down."

This was also questionable at that time. Lao Luo had no confidence in the hammer and had already done the worst. Now it seems that the answer is not the case.

In industrial design, during the entire process, the mobile phone industry is facing serious problems. What we see in M1 and M1L is that the hammer is still validating its understanding of industrial design; in terms of software, it is through BIG. BANG and ONE STEP explore the possibility of improving the user experience.

The most critical is pricing, especially the mirror stainless steel M1L 3,299 yuan high, if the hammer is not confident, it will not set the product to this price segment, after all, the first generation of products in this area eat a lot of losses, the contrary It should be to please the user at a lower price.

Going back to the previous loss rumors, there were rumors that the hammer had already received a total of RMB 400 million in financing from LeTV. If the news is true, it would be more indicative of the old Luo’s persistence and no loss of confidence, otherwise the style should not be It is the old Luo who is looking for money to transfusion for a hammer, but he really sells hammer technology.

In addition, on the previous issue of the hammer has been reported to be acquired, on the one hand, may indeed Luo Yonghao everywhere to find investment for the hammer, on the other hand, does not rule out the hammer smoke bomb everywhere, for their own potential to raise their prices.

Hammer VR is very worrying

Today's conference, there are indeed VR's appearance, but this product does not come from the hammer itself.

To be sure, the hammer is really developing VR products. The earliest news can be traced back to related recruitment announcements. At today's conference, Luo Yonghao said that design director Luo Zixiong is doing an important thing and basically corresponds to virtual reality. reality.

Some people say that this year's conference without VR is embarrassing to open, which is enough to reflect the future trend, but when the hammer's mobile phone business is not yet fully mature and faces financial and human problems, the new business is not necessarily the chip to win the future. It may become cumbersome.

On the one hand, most domestic mobile phone manufacturers bring VR to the public when they release new products. Basically, they are just a customized box based on Google Cardboard, or they are directly OEM products. They are truly like hardware from Gear to VR in Gear VR. The product does not exist, if the VR of the hammer is also such an empty shell, it does not have much value.

On the other hand, Google has launched a standardized mobile VR platform Daydream and Daydream View model products, hammer can go beyond Google in this regard, to create a more standardized program is unlikely.

Four years ago, if the hammer chooses that VR is not a mobile phone, then today's hammer may become one of the most promising virtual reality companies in the country. This time is enough for a hammer to build products such as hardware, software, and development kits, but today the hammer is more What should be considered is how to completely bring the mobile business out of the quagmire and even better survive.

With mobile phones and VR in their grasp, for now, the hammer still does not have such strength, and the more likely result is that it has dragged the back of the phone.