Lenovo wins sharp behind LETV

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Behind leeco: Lenovo won sharp

Cheng Lingfeng: sharp posted that it had nothing to do with leeco's super TV. It is said that it is related to Lenovo's acquisition of Sharp's assets in China

deep throat: no profit, no early rise. Sharp's operation system, trademark use right and sharp Nanjing plant in China will be incorporated into Lenovo's system. Lenovo's smart TV may announce the joint logo of sharp and Lenovo, which is similar to IBM's ThinkPad and Lenovo in that year. This is a mature routine for Lenovo to enter new fields

on the one hand, the low price of super TV does put pressure on traditional channels and traditional brands, and sharp has to explain to the traditional cooperative manufacturers. On the one hand, no one wants to endorse the assets they acquire for their opponents. Understandable

Cheng Lingfeng: are LETV and Lenovo rivals

deep throat: everyone sells smart TVs. From this point of view, of course. Lenovo has launched 55 and 42 inch models with a maximum price of 14999 yuan and a minimum price of 6499 yuan, which is higher than other brands in the market. Tens of thousands of units are not sold well. Lenovo sold TV across the border for the first time, and the risk was not small. The 60 Inch super TV is 6999, which is obviously better in cost performance. It is said that Lenovo will promote a small 32 inch screen aimed at bedroom entertainment at a price of about 2000 yuan. This means that the strategy is changing and the market is occupied at a low price

but from another angle, the two are really not rivals. LETV is an Internet company and Lenovo is a traditional IT manufacturer. LETV has its own film and television library, and cooperates with CNTV to coerce the emperor to order the princes. Lenovo also depends on integration. Of course, it may also be admired by LETV rivals. LETV sells in its own user base and online, and Lenovo mainly uses traditional channels. LETV can subsidize TV with back-end fees and advertisements. Lenovo needs a lot of effort to get through this link. In particular, LETV's content cost has been reflected on the Internet, and there is no new cost to move to TV. Lenovo will face a new cost

just like everyone makes, Lenovo, Huawei, and the self timer artifact of Xiaomi, 360 special machine, Baidu, and caiwensheng are not direct rivals. Everyone has different cost structures, routines and channels

Cheng Lingfeng: will Lenovo's acquisition affect the R & D, production and raw material acquisition of LETV super TV? Since LETV's unilateral propaganda is to cooperate with sharp

deep throat: it should not. LETV mainly cooperates with Foxconn. The X60 panel of super TV is supplied by sharp Nanjing to Foxconn, and the X60 is exclusively produced by Foxconn and guaranteed by quality technology. Foxconn is the shareholder of LETV, and sharp is the major shareholder of SDP, a joint venture between the two sides. Gou will be difficult to do, but he has to deal with it

but Lenovo should make good use of this card. It is said that Japanese executives from sharp China will make a speech at Lenovo's smart TV conference. Sharp and LETV just made a quarrel on "cooperative research and development of super TV", and sharp executives just took this opportunity to explain their cooperation with Lenovo to the outside world. Eyeballs naturally appear

chenglingfeng: the industry has changed a lot. It didn't matter before, but now it suddenly becomes an opponent

deep throat: Internet companies have been pursuing vertical integration. For example, starting from services to hardware. For example, Alibaba began to do finance, and Google began to do glasses. Traditional manufacturing and service enterprises are very careful. However, traditional enterprises are also used to vertical integration, such as Lenovo from PC to TV

of course, Lenovo is still a leader in traditional enterprises, and it is also trying to integrate vertically locally. Have you noticed that Lenovo's Appstore and security software are made by itself, and because it makes hardware + software by itself, some functions have a better experience. Therefore, Lenovo is also making efforts to build store on TV. On the basis of shangle store, it pays a large amount of money to buy important applications and games for TV, but the total amount is not large enough

chenglingfeng: this round of collision between Internet companies and hardware manufacturers. What's your attitude

deep throat: ass decides head. Of course, I'm on the side of Internet. After all, it's a revolutionary side. However, we all have shortcomings. We are all fighting for speed. Who can learn from each other faster and make up for them. It's hard to say who can run faster

recently, Cai Wensheng said that the future is for people who understand the traditional industry of Internet. It may be a hint that learning Internet may be faster and learning traditional industries may be slower. Of course, Li Kaifu is also right. He said that there are too few such people

chenglingfeng: what exactly is Lenovo acquiring

deep throat: sharp Nanjing TV factory. This is a semi public secret within sharp. The purchase and sale intention is clear, and the contract will be signed only after the merger price and other details are negotiated. In addition, Lenovo not only wants to take over Nanjing Sharp Electronics Co., Ltd., which is responsible for TV production, but also attempts to take 51% of the shares of Sharp Electronics R & D (Nanjing) Co., Ltd., which is responsible for TV business R & D. It doesn't just want a production line, but also hopes to cooperate with sharp in the research and development of smart TV to make up for its technical shortcomings

chenglingfeng: why should sharp sell

deep throat: Japan's economic environment is bad. Japanese technology giants are basically suffering huge losses, layoffs and adjusting strategies. Lenovo has received NEC before

chenglingfeng: where is sharp? Where is the weakness

deep throat: in January last year, sharp said that over the years, the television industry has hardly made money and has been in deficit, which has dragged down the performance of the whole group

in the 2012 annual report, sharp's net loss was 545.35 billion yen, about 5.4 billion US dollars, another record high loss in the 100 year history. By the end of March this year, sharp still had nearly 2trillion yen in debt, which was 10 times the cash and cash equivalents held by the company. In September this year, sharp had a huge convertible bond of 200billion yen maturing

sharp still has leading technology, but it lacks money and market. Last year, sharp sold 46% of the shares of Sharp's 10th generation SDP in Japan's Osaka factory to gou for 66 billion yen. Gou Taiming and sharp are the major shareholders of SDP, and promised to acquire half of SDP's production capacity. SDP is also renamed. Sharp is changed to Sakai. The mechanical meanings of various hardness standards are different, but the abbreviation is still SDP

now the former is commonly used. 4. Adjust the middle beam to suit the highly popular speed regulation system. In sharp, Nanjing Sharp will be sold to Lenovo. Sharp is short of money

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