Chapter 1425 Little Zhang Ying
Chapter 1425 Little Zhang Ying
Chapter 1425 A Small Response
On August 8, at 26 p.m., Yike held what was probably the least anticipated fall product launch in history.
Yu Hong, co-founder of Yike, hosted the press conference which was internally defined as "Stronger Core" and focused on launching the new generation of Mars 9 series and Selfy 6 series mobile phone products.
The products at this press conference actually have a lot to look at.
As a newly upgraded flagship, Mars 9 uses the Zhurong chip with Bingxin's second-generation FinFET 16nm process. Its performance is 23% higher than last year, while power consumption is reduced by 60%.
This means that Yike's Mars series still maintains its lead over its competitors, because Samsung and Apple use Taiji's first-generation FinFET process.
No comparison with competitors was given at the press conference, but Yike conducted actual machine testing internally and found that Bingxin's second-generation FinFET performed about 14% better than Taiji's first-generation.
In addition to this more powerful Zhurong chip, Yike's Mars 9 is also equipped with its self-developed GPU Houyi S-4866. The performance is not much different from ARM's Mali-T760 MP8 used last year, but Houyi S-4866 has an additional arithmetic logic unit ALU in each renderer, which can provide more efficient multimedia data processing capabilities.
This chip combination is still the strongest product among the three major brands this year. Although it is not as exaggerated as last year's Mars 8.8, the leading margin is also clear.
This leadership undoubtedly proves Yike's expertise in chip design, Bingxin International's strength in advanced technology, and the correctness of the operation of such a model.
Yu Hong proudly introduced Yike's core supplier on the stage. She did not shy away from mentioning Bingxin International, which was currently on Amei's strict selection list. She also spent quite a bit of time thanking all of Bingxin's employees.
However, a mobile phone is more than just a chip. Mars 9 is an all-round upgrade this time.
The battery capacity has been increased from 2650 mAh to 3150 mAh, supports wireless charging, and the fast charging speed has been improved.
前后摄像头从600/1500万像素提升到800/1600万像素,且光圈为f/1.7。
The entire Mars 9 series has an IP68 waterproof rating, which means it can theoretically be immersed in 1.5 meters of water for half an hour. The thickness is reduced by 14% and the weight is reduced by 9% compared to its predecessor.
In addition, there are many small function updates, such as the setting of watching the screen light up.
Generally speaking, conventional upgrades are in certain aspects, but at this autumn launch conference, Yike’s new flagship can be described as a three-dimensional upgrade from multiple angles.
Although the timing of YiKe's press conference was such that the main focus was on the company's unpredictable prospects, some technology media still expressed their feelings while watching it - YiKe has squeezed the toothpaste to pieces this time!
However, the crowded flagship mobile phone did not really occupy much space in the media pages, both abroad and at home, because the expectations of Yike's alternative cooperation manufacturers were shattered by UMC's sudden news. Everyone was discussing Yike's future in endless articles, and only mentioned the launch of the new flagship in passing.
What? Lighter and thinner?
What? Better performance than last year?
What? Maintaining a lead over competitors?
You should!
You are the head of the three royal families, isn't this what you should do?
Yike’s new flagship has appeared in a few pages with a strange and self-evident atmosphere - Yike is very strong, this is Yike’s strength, and then what?
It is worth mentioning that at the end of the press conference, Yu Hong also warmed up a notebook equipped with AMD's new CPU, which is expected to be officially launched at the end of the year.
This little warm-up did not cause any splash. Even when she was interviewed after the press conference, almost all the questions asked had nothing to do with the press conference itself.
"Boss Yu, has the cooperation between Yike and UMC ended?"
“Why did the negotiations between Yike and UMC suddenly break down?”
"Mr. Yu, Yike phones still use Bingxin chips, what will happen in the future?"
"I heard that Yike made harsh demands on UMC, which led to the termination of the cooperation. President Yu, is that true?"
"Mr. Yu, what do you think about Yike's stock price diving today?"
"Does Yike have any other plans for chip manufacturing?"
“Can Yi Ke continue to obtain the temporary license from BIS?”
There was no interview session after the Yi Ke press conference, but the many media present were too busy to care about that and rushed forward to ask about Yi Ke's situation, and successfully got Yu Hong to stop.
She had thought about the questions the reporters would ask, but she didn't expect that there wouldn't be a single question about the new products.
Yu Hong calmed down a bit and gave a positive response: "We have received a notice from UMC. Due to various factors, UMC is unable to reach a cooperation agreement with Yike."
This is confirmed news, and UMC's CEO has spoken out today.
"Yi Ke's normal business activities are not affected. We are still in talks with a number of potential partners and will announce relevant progress to everyone as soon as possible."
"We have sufficient inventory for the Mars and Selfy products released today, and we are optimistic about the future market."
She said what she could and was ready to end the interview completely.
However, the media were still not satisfied with this and some more pointed questions were raised.
"With the ice core restricted, will Yike end its cooperation with it?"
"Mr. Yu, you didn't answer the question about the temporary license. Does that mean there is a disagreement with BIS?"
“If the temporary license expires and Yike still fails to reach cooperation with other wafer fabs, will it withdraw from the US market?”
Ice cores, temporary licenses, withdrawal from the US market…
This is also the situation of Yi Ke that is being increasingly speculated and analyzed.
To confirm this, the product supply announced at Yike’s press conference today will start in the American market, and the remaining European and Asian markets will not be officially launched until the end of September.
In previous years, Yike basically supplied multiple markets around the world simultaneously. Today's unusual situation does not seem to be a positive signal.
Yu Hong really wanted to answer some questions, but she knew that she was now representing the entire company and could not give answers easily, so she just waved her hand and indicated that that was it for today.
With questions and shouts from the other side, the co-founder ended his time in the media camera with some difficulty.
Yu Hong's status was already high enough, but her response was still unsatisfactory.
As soon as the autumn press conference ended, the media reported endlessly on the analysis of YiKe's situation. Various institutions and analysts on Wall Street were combining various signals to make predictions about YiKe, this special giant company.
It is generally believed that Yi Ke will suffer a heavy loss this time.
This bleeding is due to the embarrassment of the core suppliers being unable to reach cooperation for a while, and the catch-up of competitors such as Apple, Samsung, and Taiwan. The former problem is not unsolvable, but the latter's catch-up will continue to be a struggle for market share.
Now no matter which wafer manufacturing company Yike can reach cooperation with, it will take at least some time to run in, and this running-in period is the opportunity for the opponent to overtake.
The 16nm that the reporter brought out is its first-generation FinFET process. Although it has not yet been compared with Bingxin's second-generation FinFET, it has the upper hand compared with Bingxin's first-generation FinFET since its launch.
In other words, although Bingxin has seized the 16nm process, Taiji still has the strength to rebound quickly due to its strong R&D capabilities.
Apple has switched to Taiji and the cooperation between the two seems to be effective. Qualcomm's Snapdragon 810 became a fire dragon last year, but this year's R&D improvements with Taiji have also improved significantly.
To some extent, Yike is facing competition from four industry leaders: Apple, Samsung, Qualcomm, and Taiwan Semiconductor. There are also similar factors like BIS involved, so the pressure is indeed great.
There are even reports that BIS will not issue a third temporary license for Yi Ke, and the current license is only valid until the end of September.
This news is unconfirmed, but it has indeed heightened the concerns of many investors.
Foreign media have been analyzing and putting out various news, whether true or false, so domestic media have a source of quotations and are analyzing Yi Ke's situation together.
There are also media from Camp A that changed their tone in this wave of public opinion, promoting YiKe's strong strength and YiKe's profound attainments in the semiconductor industry chain.
For example, "Yike beats Apple and Samsung in seconds", "Bingxin has completely gained an advantage over Intel and Taiji", "Domestic semiconductors have become very mature under the leadership of Bingxin and Yike"...
This argument has also gained a lot of popularity after it was fueled.
From August 8 to 26, within five days after the press conference, almost all public opinions about Yike were mixed information and interpretations. Apart from this, the supply of Yike's new flagship in the Americas did begin to proceed normally.
On the first day of September, a new reaction finally appeared in the market.
Samsung quietly adjusted the prices of its products in the American market. The $199 package originally offered with operators generally offered a discount of $20, a 10% discount. The reduction in the Chinese market was even greater, with the highest reduction of 15%.
This discovery surprised many people.
Samsung's new Glory series is newly named this time. Although the appearance has not changed much, it is at least the first model of the series. How come it was released in May and its price has dropped after only one quarter?
Although Yike's Mars has come out, it still needs to be strong...
Some media asked insiders of the operator and got an answer - Samsung suffered a loss last year and has experience this time.
Yike did encounter a number of problems, but during the validity period of the license, its Mars 9 series, which received less media attention, still had better performance.
As long as such Yike phones are on sale, Samsung's inferior products will inevitably face great sales pressure.
I suffered a loss last year, so I will just lower myself to show my respect this year!
Such a move from Samsung has slightly shifted the media's attention to the performance of the mobile phone market, while the situation in the American market seems to have been unaffected, with orders from both operators and channels such as Amazon being relatively hot.
Despite the drop in stock prices, its mobile phone products still maintain its reputation as the leader among the Big Three.
On the first day of September, domestic public opinion continued. In addition to the situation of Yike itself, one of the two poles, A, continued to maintain its offensive against Y in multiple fields, and the weakened B continued to create anti-monopoly hotspots.
On the second day of this month, a piece of news from the Yike system slightly hit Alibaba's recent hot stock price.
Yiguo, a leading domestic e-commerce platform, announced that it will carry out multi-dimensional cooperation with Yixin, Douyin and Mituan to further expand the boundaries of e-commerce.
At the same time, Douyin launched a grayscale test for live streaming on the platform.
Yike did not move, but its younger brothers did move, which seemed to give the market some room for imagination.
Is it what you imagined?
I don’t know what the reason is, but Alibaba’s growth over the past few days has come to an abrupt halt, as if it had sensed a fierce counterattack from the Yike Group.
Almost at the same time when Yiguo took action, someone photographed and exposed the movement of Yike against Duji.
Liu Zonghong, director of the secretariat of Yi Ke's president's office, appeared at the Du Ji headquarters and was willing to initiate an acquisition of the shares held by the head of Du Ji at a premium of 0.01%.
That’s right, it’s me, Liu Zonghong, again!
0.01% premium!
No leader would give up control in the face of such a humiliating premium.
Liu Zonghong came in a dignified manner and left in a swagger.
Afterwards, someone revealed that Liu Zonghong was the mastermind behind the idea of asking Mr. Fang to take back the gift of the calligraphy from Ali. This made people suddenly realize that even a president as open-minded as Mr. Fang would inevitably have some petty-minded bad people around him.
(End of this chapter)
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