The beauty of "abandoning" Xiaomi turned to Huawei and found a second pit?

Recently, Midea Group and Huawei officially signed a strategic cooperation agreement to connect their entire line of smart home appliances with Huawei's full range of consumer products, and jointly launched a smart home field.

According to the agreement, the two parties will target the interaction of mobile intelligent terminals and smart home appliances, channel sharing and joint marketing, chip, operating system (OS) and artificial intelligence (AI), smart home security, data sharing and data mining, brand cooperation. And other aspects to build a comprehensive strategic partnership.

This time, it has led to a lot of "beauty to find a new love", "Millet has been abandoned", and even more people say "Millet wants to cooperate with Samsung", "Huawei provokes Xiaomi" and other sounds. In this regard, the United States said that the cooperation is open, non-exclusive, does not affect the relationship with Xiaomi, Xiaomi Technology will continue to hold the United States 1.29% of the shares; Xiaomi ecological chain market leader Li Zhuoyu also responded, "both sides It is open, and there will be more partners. (Huawei, as Xiaomi’s competition, also unilaterally pointed out that this is only a technical cooperation of the terminal, and it is not so concerned.

Huawei's "not paying attention" makes sense. In August 2015, Huawei issued a smart home signal, and Haier officially signed a strategic cooperation agreement in the smart home field to jointly promote the evolution of smart homes to the Internet of Everything. Later, it announced Intensive cooperation with BroadLink, which serves the domestic smart home field, and cut into the smart home market with the glory cube as the entrance. In addition to promoting their own HiLink smart home, this time, together with the United States, may use some of the global characteristics of the United States to enter some international markets. In addition, in addition to the communication business, Huawei also “bubble” in many hot areas, such as smart home, VR, games, PC, cloud, and even photovoltaic, wine trade, and the industry with little communication relevance. The area that came to China for cross-border is a bit "wide". I have to guess that this cooperation may be mixed with gunfire, and it is not known who will become cannon fodder.

Looking back, this cooperation beauty seems to be the biggest beneficiary, and the share price of Huawei's share price rose to a halt, with a turnover of 3.08 billion yuan to attract the first daily limit in 2016. According to Gartner's 2016 first quarter report for January to March 2016, Huawei currently accounts for 8.3% of the global shipments of 28.87 million units, an increase of 2.9% over the same period, and Xiaomi accounted for 15.4 million units. More than 4.3%. With the market share of Huawei and Xiaomi, Midea has gained greater operational access, holding two armies, and making up for the IT terminals that are lacking in the M-Smart smart home layout of the United States. The possibility of the US Super Haier has gone one step further, but it is not.

In addition to technical cooperation with Huawei, since the first half of 2016, the United States has called “to make up for its technical deficiencies with international acquisitions”. The total investment of 32.5 billion yuan is 76.38% and 80.10% of Germany's KUKA, Japan's Toshiba and Italy's Clivet. 80% equity. Frequent cross-border mergers and acquisitions have also caused some industry insiders to worry about the development of the United States. The mergers and acquisitions of the three companies appear to be too radical, and the future may be more difficult.

In addition, to say that the beauty of the new and old "abandoned" Xiaomi turned to Huawei, it is better to say that Xiaomi had been cold and beautiful. According to incomplete statistics, since 2015, Shun Capital has participated in 8 investments including Love Space, Shenong 007, Aiwuji House and Liwei Home. The number of investment projects in the real estate decoration field is far more than that of other investment institutions. In the United States, with the introduction of Xiaomi's Internet ideas and business methods in 2015, the cooperation in the field of smart homes did not produce the expected "explosion" effect. After the cooperation to release the youth air conditioner, the cooperation between the two parties in the terminal products is no longer the case. Partner Xiaomi is also quite self-sufficient in 2015. In addition, this site found that Midea achieved operating revenue of 138.4 billion yuan in 2015, down 2.28% from 2014's 142.3 billion yuan, of which light air conditioners contributed 8.2 billion yuan negatively. From this point of view, the traditional transformation effect of the United States is not optimistic. .

It is impossible for a person to fall twice in the same place, but the beauty has found a second pit. Faced with Haier's seven-time performance in the world's number one, the existing mass of the United States is still far behind. Accelerating the running in the smart industry may be the only way out for the United States, but wants to pull up the "Big Mac" Huawei's hand. I am afraid that the United States still needs to work harder, both at the interest level and at the future development level. Competing for the strength of the enterprise must be based on the ability of the company to operate alone, and to strengthen itself and accelerate the recruitment of shortcomings is the real need to consider.