An Amazon Kindle into China news spread like wildfire in the country. According
to information disclosed by the Ministry of Industry site, Amazon
Kindle device already approved of four, including two e-book reader -
the Kindle keyboard, Kindle Touch and the Kindle Fire HD Tablet PC,
another is unclear. When this around for a long time,
"legend" is about to come true, however, the domestic e-book reader
market is already red-hot trend of the previous two years.
To do anything about?
"IT Times" reporter visited several computer stores in
Xujiahui and Pudong found that many readers have disappeared 2009,2010
counters placed most of the current Apart from Hanwang outside, only the
United States Amazon Kindle parallel product but the number is not
more. In addition to these two brands on Taobao, the only
e-book reader Founder, Dr. Yi, Hanlin, Bo read only a handful of brands
using electronic ink (E-ink) technology, more than 40 brands and 2010
the hot situation is quite different.
The eBook reader bystanders more pessimistic view. Domestic e-book reader portal all the way scholarly "founder Zhaoze Qing witnessed the ebb and flow of the industry.
IT Times "reporter interview in the near future, he
said," I have not quite concerned about the industry the eBook decline
is inevitable. "
"Objectively speaking, the e-book reader is not no one
to buy, but the market is very obvious lonely now only several vendors,
basic is a low price to grab a limited number of users, technology and
hardware with a year ago also not much difference. "Zhao Zeqing
stressed, if not a few years ago Hanwang fierce speculation, now e-book
reader market is developing, just suddenly look fierce fried, and then
suddenly become cool down, it is difficult for people to accept This is
the result of over-consumption in the market.
To some extent, the e-book reader in China, seems to
have been vendors in an affair hot overall consumer market has not
cultivated.
Hanwang Technology is currently ranked first in the domestic e-book reader market. Hanwang
Technology staff told reporters, Hanwang five directly operated stores
in Shanghai, in the sale of e-book reader sales revenue accounted for
only about three percent of their overall product. Hanwang
latest third quarter results, when the quarterly net loss of 38.18
million yuan, mainly due to a decrease in revenue of the e-book reader.
Grand eBook Bambook, backed by a large repository of
Shanda Literature, Bambook been sent to the high expectations of the
"Kindle" grand this also confident that we could see from the pricing of
its products to 999. after the initial pricing of the yuan, they pulled
down the profits of the informal vendors, all the way down to 499 yuan,
the cottage manufacturers also completely not to do.
But Now, Bambook is retired. The Nutshell electronic Shanda's subsidiary responsible for Bambook operators. But
recently the official website of the the grand Bambook eBook content
domain address from Nutshell electronic official website removed, and
turn to the website of Shanda Literature. Introduction page
the grand new color e-book reader - Bambook sunflower "hidden" them -
can not be normal to find from Nutshell electronic official website link
that opens only by external search engines to find.
Is Shanda reply Nutshell electronics will be more
focused on the development of the mobile phone business, Shanda layout
representation in the field of mobile Internet business. The Clearly, Bambook not included.
As in the foreign markets, the clash with the iPad
front, a small number of electronic products, to enter the Chinese
market late, nearly 3 years of Kindle Prior to the decline of the
domestic brands, whether a change challenges. "IT Times"
reporter confirmed from various parties order the contents of the e-book
reader, Amazon, being the co-operation and major domestic Press
negotiate copyright. According to sources, the Amazon to get 10,000 Chinese book's copyright.
Even Kindle loyal fans, media people left Chi-kin, the
iPad user stickiness strong, may not be willing to use speed Pianman the
Kindle Android-based Tablet PC price is very close to the people,
Kindle has no advantage. And a lot of people have bought the Kindle parallel the Kindle licensed in China will not have much space.
Alternative stick
In fact, the Hanwang not the Chinese market of the
earliest entrants in Hanwang products out before, there have been North
Tianjin Branch, South Jinchan say. Today, however, the Tianjin Branch of the e-book reader business is in the maintenance phase, toad took a different path.
Toad software, Yang Hong, president of the Dr. Yi
Group, told "IT Times" reporter, they had to do a Salem paper-based
business model, which Hanwang, grand, Amazon have different modes.
Salem paper, E-ink is Jinchan own patented technology. YANG,
and other electronic reader products sell hardware, Salem paper to sell
the concept of the "paper": replace the traditional paper Salem paper
as a carrier of content, combined with digital content publishers
formation can operated by the book. "
"For example, with the national chess publishers talk
about it, all the chess together on a reader products, this product is
called chess partner. Chess enthusiasts buy their own paper books to
collect less than so full, and secondly, the price of the paper book is
not cheap, chess companion of pricing in 1500 dollars, these lovers you
said you would be willing to buy this? "Hong Yang asked the reporter. He revealed that this product Salem paper has a 10.
In Hong Yang, Salem paper sell what depends on its users - Press. Put the kind of content, how much content, what price sales are Press decided. Jinchan
not participate in the Press content sharing, the Salem paper as a
carrier, will be slightly higher than the cost price to the publishing
unit.
YANG calculations to reporters, according to a Salem
cardboard contains 50 digital books, each book Mayang 30, 1000 operators
from India ", in accordance with the idealized market sales , the
product sales revenue of 150 million to get rid of 10% of the royalties
paid to the author's, and then there were 1.35 million additional
payment off Salem paper hardware cost 500,000 yuan (500 yuan / this),
save also 850,000 profit, profit of 85 million is left to the publishers
and their sales channels, far higher than the Press, external
cooperation, the price of e-books only triple of the physical book
income ratio. "
Upstream firm sample
PVI "ink", no ink?
The PVI shipments plummeted 91%! The electronic reader market decline has a direct impact on the the upstream enterprise's business. The
PVI is undisputed monopoly in the field of e-ink screen, the
mainstream, including the Amazon Kindle, Barnes & Noble's Nook
e-reader manufacturers basically use its products, the global share of
over 90%. PVI has the slogans shouted "do the field of e-reader Intel, but now, it's not a good time.
By the public relations firm, PVI declined IT Times
"reporter's interview request, PVI is actively seeking transformation
exhibition to Shangyuan too will launch more solutions in the next
year's display industry as well as a clear new direction of development.
In fact, as early as one year ago, the global
electronic ink screen is not yet showing a significant downward trend in
the PVI efforts to open up new areas, such as electronic erasable ink
blackboard, snowboard display business venue seat electronic number
plate on the back of a chair and a series of new applications
refreshing. However, the education market, to cultivate the
users need time, 2012, PVI revenue, stock price, profits and other data
become more and more ugly.
"From the price point of view, PVI has fast been
prodding." PVI, a partner executives told reporters that by the end of
2009, PVI shares fell 12 NT $, then surging, black-and-white display
shipments achieve a hundred times the amount of growth, record high of
84.2 yuan NT stand on as soon as one year, and then turned down again,
only about NT $ 20 share price of $ these days too, only 1/4 of the peak
period. "
PVI, chief marketing officer, Sri Lamb, frankly: "The market is very depressed." By the largest customers Amazon
inventory adjustment, PVI in the first quarter of this year, revenue is
only NT $ 3.84 billion, compared with last year's fourth quarter, a
decrease of 63%, and even lower than last year's monthly revenue
figures.
View of the downturn in revenues, PVI implement unpaid
leave since May of this year, more than to the Commissioner in charge of
a comprehensive 10-20% pay cut, hoping employees tide over the
difficult time. Expected, the policy will affect about 20% of the employees. At
the same time, "IT Times" reporter understands, PVI has suspended most
of the mainland's public relations business, the routine work of the
public relations firm is only responsible for the maintenance of
microblogging.
Just last fall, PVI chairman Liu Cheng for revenue
success shouting: "July performance is 'ignition' August 'heating'
September 'take the steam', October eager 'boiling'. "The the industry
lamented, electronic ink roller coaster market really elusive.
PVI and did not give up, in August this year, PVI takes
the plunge again mergers industries and enterprises, PVI board
resolutions, will be no more than 15 billion New Taiwan dollars to buy
the AUO Group the Dayi Technology (SiPix). Tech 200 patents accumulated technology and electronic label market is very interested in that PVI. Taiwan
analyst Zhang Xiaobiao pointed out, the electronic ink PVI market share
is very high, and other manufacturers marketing lack technique, AUO
this time out is a good thing.
In early November of this year, Liu Cheng announced,
will abandon the past Intel mode in favor of learning the "3M strategy",
that is the premise of downstream eBook shrinking rapidly, abandon
blindly control the upstream industry chain, to further expand the
diversified use of electronic ink .
The mobile read by sample
Left Chi-kin media, the electronic reading enthusiasts, or more accurately, the Amazon Kindle enthusiasts. "I
have sought after by every generation of Kindle products, also kept
Fudge My friend bought roughly doing my to help Kindle least pull to the
forty to fifty users."
IPad mini before, left Chi-kin to look at e-books with
the Kindle, iPad, travel must prior to the Kindle are installed with a
few books home entertainment browsing. But when he used this year, Apple introduced the iPad mini has changed. He
expressed in an article about the Kindle new evaluation, "In addition
to the PDF of the scanned version of the book in the iPad mini before,
he will not read a book with the iPad, but the iPad mini out, its
portability and smooth operation me from the change. "carry, the most
commonly used reading device has been replaced by the iPad mini, use the
Kindle frequency significantly reduce.
As a depth reading, left Chi-kin year probably will
after reading about 80 books, e-books, half of which is a digital
version of the physical book purchased on Amazon, in addition to 10% of
the purchase on the iPad e-book . Left Chi-kin, E-ink reader hopeless situation. "7-inch
Tablet PC iPad mini-represented reading experience has shrunk, Tablet
PC touch experience, reading software, genuine resources, especially
support for PDF files, Kindle difficult to match."
However, left Chi-kin still recommend that people who love reading, or to have a Kindle. The
Kindle brings depth reading experience, Tablet PC, mobile phone
equipment so that the LCD screen can not be achieved at some point, you
may be willing to hold it, quietly reading a book, at least our fathers,
more willing to forward to the E-ink screen rather than the LCD screen.
Moreover, it is so cheap, also meal dinner money. "
Sun Real November 26
With the continued downturn in the global economy,
telecom operators suffered the distress of cost pressures, gradually
slowing the pace of investment in network construction, and a sharp
decline in demand for network equipment, telecommunications equipment
supplier's profit greatly reduced.Unsurprisingly, the world's five largest telecom equipment manufacturers, in addition to unlisted Huawei has not released financial report, the other four companies in the third quarter continued the dismal performance in the first half: ZTE loss of 1.945 billion yuan; Ericsson net profit of $ 324 million, a year-on-year down 42%; Arun loss of 146 million euros, a year-on-year turnaround; Nokia Siemens Networks net profit of 182 million euros, but the huge loss in the first half of the year has been let NSN badly hurt.
To break the current predicament of earnings, telecom equipment manufacturers need to find new markets and business growth, the last few years have been repeatedly mentioned 4G, has become the equipment supplier in the eyes of the "last straw", while China Mobile's TD-LTE next month in Hong Kong commercial message, but also to a number of equipment manufacturers agreed that: the world is advancing 4G network construction, will become the main engine of growth to stimulate the telecommunications equipment market.
4G proposed so far, although the planning era has passed, but due to the current downturn in the macroeconomic result in the slow development of the market, and the favor of the operators of wireless networks, short-term 4G is also difficult to play the role of savior of the telecom equipment manufacturers, but long run, 4G will become the new business growth equipment manufacturers, and at the same time will probably change the existing pattern of global telecommunications industry.
There is no breakthrough in the short-term equipment manufacturers
Huawei, a top executive has said the communications equipment manufacturing industry is a very cyclical industry dependent on investment. At present, the domestic 3G network construction is almost complete, the 4G network construction has just started, which means no new round of investment in the short term to stimulate the growth performance of the industry as a whole. Prior to this, a large part of the profit margins of domestic communications equipment manufacturing enterprises from foreign markets, but global 4G network construction has not yet started.
TIAN Ying, an analyst at Gartner telecommunications carriers, carrier equipment in developed countries to replace slow, 4G network construction investment in structural adjustment, that is part of the investment from 2G, 3G to 4G transfer, not a net increase of the amount, so 4G global development lacks tremendous pulling power.
On the other hand, from the current trend, the operators proposed 4G network planning, while also focus on the deployment of wireless network building. China Mobile in Sichuan to invest 10 billion yuan to build the wireless Internet of Things cities, the "12th Five-Year period, China Mobile will invest several hundred billion dollars in Henan, Hebei, Xi'an, Shanghai, Chongqing and other places to build a comprehensive wireless city , with China Mobile to invest a total of 180 billion yuan in LTE is almost the same. It can be seen that the operators in the short term is more selective in network investment, and not simply betting the 4G network construction.
ZTE, researcher Qiu Hao believes that the next period of time, the operator's investment may be the first to start from the field of fiber-optic access the 4G network building, in addition to China Mobile's TD-LTE trial network there will be a small amount of investment, the overall investment The scale will not be much.
In addition, the carriers 4G network investments by larger macroeconomic impact, if the global economy remains in the doldrums, the carriers on 4G investment will certainly be cautious. For telecom equipment manufacturers, is also bad news.
Thus, the influence of various factors, the carriers on 4G inputs is still difficult to "feed" telecommunications equipment manufacturers, in the short term, 4G network construction does not help equipment manufacturers to quickly get rid of the remains in the doldrums dilemma.
Of course, in the long run, in the next few years, as the global economy rebounds and operators 4G network construction continue to intensify, derived from the new network and equipment needs, and business applications, telecom equipment vendors will undoubtedly become out of winter the turning point of the entire telecommunications industry will enter a recovery phase, but at that time, 4G will also have a new round of reshuffle in the telecommunications industry.
Game 4G: redraw the layout of equipment manufacturers
Some experts predict that the next few years, 4G LTE devices, as the mobile infrastructure market revenue in 2015 will reach $ 8 billion, it will be $ 17.5 billion in 2016.
Face so full of temptation market, telecom equipment manufacturers are already in place, engaged in a fierce competition for 4G LTE. The latest data show that the second quarter of 2012, with outstanding performance in the set off the first wave of LTE market scale investment in the United States, Japan, South Korea, Ericsson's LTE income living in the world's first, Arun followed, at the same time, Nokia Siemens beyond Huawei has become the world's third-largest LTE equipment suppliers, while Huawei LTE revenue growth in the first half of the year due to miss the North American market, is relatively slow.
But with the second half of this year, emerging markets such as Europe, Asia-Pacific and the Middle East set off a second wave of LTE scale investment wave, Huawei will be gradually established a leading position in the global LTE market. According to statistics, the North American market, a total of 14 LTE commercial network, Ericsson to deploy 10 of them, representing absolute absolute advantage; Europe has 38 LTE network, Huawei has deployed 19 equally clear advantage; 18 Asia-Pacific region LTE commercial network, Huawei and Ericsson deployed eight; seven LTE commercial networks in the Middle East and North Africa region, STC, Mobily, Zain, Etisalat, VIVA carriers used in all of Huawei's LTE equipment. As of July of this year, in the world has 89 commercial LTE network, Huawei has deployed 45 of them, more than half, Huawei has signed 92 LTE commercial contract, the same ranks first in the industry.
In addition, in the domestic market, Mats H Olsson, Ericsson Asia Pacific senior vice president, said Ericsson has been waiting for the deployment of TD-LTE, China, and has prepared a long time. Domestic equipment manufacturers in China Mobile recently the first batch of TD-LTE terminal at the tender accounted for more than 80% of the share, the results are not ideal for foreign equipment manufacturers such as Ericsson, Nokia Siemens.
Together, Huawei in other regions outside the North American market, occupies a leading position, therefore, with the strong rise of the emerging 4G market, Huawei will usher beyond Ericsson, best chance to become the world's largest telecommunications equipment manufacturers . In addition, ZTE with outstanding performance in the first batch of TD-LTE terminal at the tender of China Mobile, the 4G era, will also usher in a new round of explosive growth, and took the opportunity to narrow the gap between the leader in.
Throughout the global industrial structure, the industry believes that the arrival of 4G era, most Chinese manufacturers may be able to take this overwhelming competitors in one fell swoop. Reason, Huawei, ZTE on the technical side has to catch up with competitors with low-cost strategy, will continue to erode the market share of foreign telecom equipment manufacturers. Shuffle, or from 4G.
