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天使投资唐 发表于 2015-3-25 23:52:13 | 显示全部楼层 |阅读模式
安卓占全球智能手机市场>80%,但只占11%利润;苹果却占行业88.7%利润,一年前只占70.5%。谷歌不靠安卓赚钱,但三星 华为 小米 联想等都在血拼占这安卓还在缩小的利润饼!
东莞的海外手机代工厂兆信通讯拖欠了供应商和工资4000万元,其董事长在遗书里写:“愿赌服输,我输了”,选择自杀但获救!
山寨找死,创新为王



兆信董事长自杀事件背后:手机价格战摧垮代工厂?
一财网 吴丰恒 2015-01-07 22:28:00
“愿赌服输,我输了。”高民承认资金链断裂,但无力筹措资金度过难关,在对大批供应商表示愧疚、交代后事后,选择自杀。

新的一年,手机行业的洗牌以东莞市兆信通讯实业有限公司(下称“兆信通讯”)董事长高民的一封遗书开始。
“愿赌服输,我输了。”1月3日,高民承认资金链断裂,但无力筹措资金度过难关,在对拖欠资金的大批供应商表示愧疚、交代后事之后,选择以自杀“负责”。
虽然高民事后获救,兆信通讯倒闭的风波却在产业链持续发酵。一位接近兆信通讯、不愿具名的人士告诉《第一财经日报》记者,高民的欠款,可以清晰算出来的就有超过4000多万,至于是否还有传言的高利贷或者其他欠款,还很难说。
兆信通讯是一家专门为海外厂商代工生产手机的代工厂,辉煌时其月出货量达到过一百万台,接近全球手机产能的1/100。和兆信通讯合作的供应链管理公司深圳市五洲通视讯有限公司(下称“五洲通”),是深圳市创捷供应链有限公司(下称“创捷”)的全资子公司,创捷也是手机行业知名的供应链管理公司。
据记者了解,兆信通讯至少拖欠了供应商4000万元以上资金,也欠着员工工资。一位接受记者采访的兆信通讯供应商表示,兆信通讯的倒闭,可能形成“多米诺骨牌”,导致供应商破产。
此外,过高的手机库存还在继续威胁着和兆信通讯相似的代工企业,手机整机企业的价格战也没有消退迹象,无利润生产的“兆信模式”,已经越来越撑不下去了。
高民在赌什么
“其实我们年后大批订单都来了,但我没有机会看到了。”高民在遗书中写到。
只不过,正处年关,正是各家企业回笼资金的时候,高民也知道不可能再借到钱。在和供应链管理公司五洲通的合作中,兆信通讯已经抵押了产品,加上资金链早就显露出不堪重负的迹象,兆信通讯也不可能再获得银行贷款。
在手机产业链中,延期付款属于常见现象,据《第一财经日报》记者了解,兆信通信和供应商原本约定,延期时间最迟不能超过120天,另外,海外渠道商向兆信通讯付清尾款,通常也需要几个月时间。
“如果要吃的饭晚三个月后才到,人就会饿死。”旭日移动终端产业研究所所长孙燕飚对记者说,高民已经等不到订单回款时间,而需要立刻支付的款项却再也拖不过去了。
王敏(化名)是手机零部件——内置天线的供应商,2013年开始与高民合作。在她的印象中,直到1月2日以前兆信通讯都没有显示出即将倒闭的迹象,“直到12月29号,我们还完成了一批3000多个天线的订单,快递估计30号就送到了兆信。”
不过,兆信也拖欠着王敏上一笔订单的货款。12月30日,王敏和兆信通讯其他供应商一起找到了高民,“他们老板(指高民)答应把货款立刻结给我们,快过年了,大家都不容易。后来又说节后给我们付。”
“我们直到元旦都不知道(高民自杀)消息,直到1月2号下午1点多钟,他们公司跟高民十多年的一个员工才给我打电话,说高民自杀了,据说是一氧化碳中毒。”王敏对记者说。
王敏怀疑兆信通讯的员工已经在供应商得到消息前两天已经得到大事不妙的消息,“我得到消息,12月31号半夜,他们自己的员工就把电脑搬走了。”
创捷的一位负责人告诉记者,对于高民自杀事件,他同样感到非常意外,他没有想到兆信通讯的处境已经到了这种程度,“虽然中低端手机的利润本来就不太好,不过国家对外贸有支持。”
“手机行业订单的波动性较大,有的时候订单来多点,有的时候来少一点,有时一些厂家订单多一点就想扩产能,没有钱就想借钱买生产线。这两年P2P比较火,不过利息也比较高,有的时候可能就会周转不过来。”上述人士称。
他对记者表示,兆信通讯的案例应该不是普遍现象,至少不会重演2009、2011年老板大规模“跑路”的场景。不过当记者求证是否因传言中的“高利贷”导致高民资金链断裂时,他说“只有高民自己才会知道。”
兆信通讯一位项目总监在接受记者采访时表示,兆信早已达不到过去每月百万台的最高产能,去年最高月产能为“二三十万台”。最致命的原因还不是订单减少,而是长期亏损维持生产。
“可能是工厂管控不大好,每年都在赔钱,然后又把门面做的太大,恶性循环就这样产生了。高总这边主要就是不服输,然后就撑不下去了。”上述项目总监说。

实业沦为资本游戏
工信部官方数据显示,去年1~11月,我国电子信息产品进出口总额同比下降1.6%,出口总体同比持平,出口之中,电子器件降幅较大,同比下降了19.0 %,而其余类别均呈增长态势。外贸整体形势相比之前有所改善。
去年11月的数据尚未公布。不过即使“中华酷联”、小米为代表的手机厂商出口量增加,在供应链方面,根据《第一财经日报》记者对兆信通讯事件多方的采访,主要做外贸手机代工的国内代工厂已经面临危机边缘。
事实上,可以理解为“中华酷联”、小米等国内手机厂商将价格战的战火烧到了海外,并且直接导致海外手机厂商对中国代工厂订单的削减,并且随着手机整机售价不断“击穿”、国内人工、材料费用的上涨,上述代工厂进入“无利润”而遭“洗牌”的时代。
工商资料显示,兆信通讯于2011年4月注册成立,注册资金2000万元,许智勇、高民、林唐贤分别出资900、800、300万元,主要经营通讯产品、手机及零配件的研发、生产、销售,以及货物进出口、技术进出口业务。高民是法人代表兼董事长。
据记者了解,早在兆信通讯成立前,高民就已深耕跨国代工业务多年。不过许、林二人的代理律师称,拉入投资人许、林以后,主要的生产经营仍然是高民在一手操办。由于手机订单动辄投入上亿元资金,高民的事业中拉入了最重要的合作伙伴五洲通。
工商资料显示,五洲通是创捷的全资子公司,注册资金1000万元,法人于勇,于2011年2月成立。
王敏向记者回忆,她于2014年5月开始通过五洲通接兆信通讯的订单,“兆信跟我们是这样讲的,因为资金周转很大,为了给财务减轻压力就委托了五洲通给我们下订单。因为已经是老客户了,(和五洲通)协议都没签。以五洲通名义下单和付款,然后我把货发到指定的兆信地址,发票开五洲通。”
孙燕飚对兆信通讯的供应链管理模式、产业链流程非常熟悉。
“海外有贸易商帮助兆信铺海外渠道,兆信一般从那里拉订单。订单给了兆信以后,就会给30%的定金采购物料。兆信拿到这三成定金以后,就会把钱交给供应链公司,委托供应链采购手机零部件。”
“供应链拿到定金以后,就会垫付其余部分把所有物料采购回来,然后把物料交给兆信生产手机。”之后,兆信再将生产出的手机抵押到供应链公司里,“货在我手,就不担心你跑路。”最后,五洲通将手机货品发给海外贸易商,贸易商再付清尾款。整个物流、资金流完成。
“在这中间,供应链公司的钱从银行来的,因为贷款量大,银行就给它比较低的利息。供应链公司垫付的货款,某种意义上是一种给兆信的放贷,按照利率点来收费。这样供应链公司就收取息差。加上报关和出关都是供应链公司来出的,这样它还有一个出口退税的利润。”孙燕飚说。
对于供应链公司来说,并不在乎代工厂是否获得利润,只要整个流程得以进行,都可以赚取息差和利润。“实业只是资本运营的一个载体而已。”有评论人士一针见血地指出。
而对于开展代工的外贸代工厂,普遍陷入亏损的恶性循环。孙燕飚说,我国手机库存量去年可能高达2亿部,而由于国内手机市场销量下滑,以“中华酷联”、小米为代表的国产手机厂商不得不向海外寻找出路,将残酷的价格战引至海外。
以酷派为例,酷派相关负责人日前曾向记者谈到,为打造预计出货量100万台的某款畅销千元内手机,其价格已再次击穿行业价格,其盈亏平衡线是必须出货“五六十万台”,这意味着,如果出货量低于五十万台就可能亏损。
兆信通讯受影响最大的是东南亚市场。“国内的厂商在海外、特别是东南亚,一部智能手机的价格甚至可能和一部2G手机的价格相当。”孙燕飚说。这导致做海外代工生意的兆信通讯失去了利润和订单,而无利润的生产,根本不可能承担起莫测的市场风险。
“现在已经进入冬天,比拼的是谁有棉袄,这个棉袄就是现金。”孙燕飚说。


苹果占智能机行业89%的利润
2015年02月28日 来源:手机中国
  据市场研究机构Strategy Analytics最新报告,在2014年四季度,苹果已获得智能手机行业88.7%的利润,而一年之前苹果的比重只有70.5%。于此同时,整个Android手机厂商仅获得行业利润的11.3%。
报告:苹果独大 已占智能机行业89%利润
  苹果行业利润攀高峰
  据称,苹果去年四季度运营利润达到188亿美元,2013年四季度这个数字为114亿美元。Android手机厂商的运营利润为24亿美元,比一年之前的48亿美元减少了一半。
报告:苹果独大 已占智能机行业89%利润
  苹果行业利润攀高峰
  该研究机构表示,苹果高质产品和精细物流策略获取了巨大的利润。Android硬件厂商的低利润将会让谷歌感到担忧。
  整体来说,全球智能手机利润在2014年四季度达到212亿美元,比一年前增长了31%。2013年四季度的数字为162亿美元。


苹果Q4占智能机行业利润93% 三星下滑至9%
2015年02月11日 凤凰数码
凤凰数码讯 2月11日消息,据手机中国报道,市场调研公司Canaccord Genuity发布的最新报告显示,四季度苹果占智能手机行业利润的93%。该机构还将苹果公司的目标价格从135美元提升至145美元。



2013-2014各大厂商行业利润季度变化图

Canaccord Genuity分析师Mike Walkley表示,市场数据显示,在iPhone 6升级周期内,转换使用iPhone 6系列的用户数字还会进一步增长。同时他还预测,到2018年,会有1/3的智能手机用户使用iPhone手机。
另外,从上面的表格我们还可以看到,在去年四季度只有苹果和三星是明显赚钱的,不过三星所占行业利润的比重已从去年Q1的41%,下滑至9%。而微软、联想、黑莓、索尼、LG、HTC等厂商,它们的利润则相当微薄,有的甚至还处于亏损状态


Apple Took 89% Of Q4 Smartphone Profits With Android OEMs In A Race To The Bottom
Feb 26, 2015  http://techcrunch.com/2015/02/26/apple-eating-all-the-profits
Google’s Android has gobbled up market share world wide, now accounting for over 80% of all smartphone shipped globally. But when it comes to actually making money, Apple is eating all the profits as it continues its focus on premium devices. Today Strategy Analytics said that Apple in Q4 last year accounted for 89% of all smartphone profits, equating to $18.8 billion, with Android taking only 11%, or $2.4 billion.

The blow for Android is softened only slightly less so only by the fact that other platform players like Microsoft, Blackberry and Firefox seemingly made no profit at all.
The figures given here relate to profits generated by handset makers, not the services ecosystem and potential profits made by app publishers and others, which, of course, includes Google itself, which adds new users of for its mobile search business, mobile ads business and other apps with each unforked Android sale.


Overall, smartphone handset profits were up 31.4% compared to the same quarter a year ago.
When it comes to who is performing best among Android OEMs, the results speak of the growing competition for Samsung.
Neil Mawson, research director for Strategy Analytics, says the “three big profit drivers” for Android are Samsung, Huawei and Xiaomi.

“Samsung is the Android giant that delivers most of Android’s smartphone profits worldwide,” he tells me. Mawston says the company is not breaking out exact shares, except to say that “Samsung accounted for well over half of all Android smartphone profits globally in Q4 2014.”

As a point of comparison, in 2013, Samsung accounted for 95% of Android profits. That was a time where there was significantly more parity between Apple and the Korean handset maker both in terms of unit sales and revenues, with Apple accounting for “only” 57% of profit at the time.

It’s not too surprising that Apple — which last quarter had the most profitable company of any quarter, ever — is dominating in smartphone profits, but what is striking is just how wide the gulf has become.

The bigger picture seems to be that Android handset makers are in something of a race to the bottom at this point: the markets that are driving growth in smartphone adoption these days are emerging economies, where consumers are price sensitive. That’s leading to the production of a number of models that are pushing down the average sale price for devices, which long ago dropped below the $100 mark.

Apple may have missed the boat (so far) when it comes critical mass in market share in these developing markets, but it has more than made up for it by making a killing in places where it is strong. China is one such crossover example. While there is clearly a market for lower-cost and Android devices, Apple has been posting record sales in the country, reporting sales of $16 billion in the country in Q4. (China is not — yet — however overtaking Apple’s sales in markets like the U.S.)

In the world of smartphones, Android’s gains do not equal Apple’s loss. But Android’s gains might translate into Android losses down the line, Strategy Analytics notes.
“Apple’s strategy of premium products and lean logistics is proving hugely profitable,” Mawston writes in the report. “Android’s weak profitability for its hardware partners will worry Google. If major smartphone manufacturers, like Samsung or Huawei, cannot make decent profits from the Android ecosystem, they may be tempted in the future to look at alternative platforms such as Microsoft, Tizen or Firefox.”


http://macdailynews.com/2015/03/ ... d-around-the-world/
Apple iPhone takes smartphone market share from Android around the world
Wednesday, March 4, 2015

The latest smartphone sales data from Kantar Worldpanel ComTech, for the three months ending in January 2015, show that Apple’s iOS reached its highest ever share in urban China with one in every four smartphones sold being an iPhone.
“Leading into Chinese New Year, Apple iPhone 6 and 6 Plus drove sales to an unprecedented high in urban China with iOS’ share of the smartphone market reaching 25.4% – a 4.5 percentage point increase over the same period in 2014,” reported Carolina Milanesi, chief of research at Kantar Worldpanel ComTech. “Across key global markets Apple’s momentum generally continued from last month, although Android was able to slow down the decrease in share in some countries such as Germany, Spain and France where its sales had started to look like they were in free fall.”  

“In urban China, Apple iPhone 6 was the best selling phone in the three months ending in January with a share of 9.5%,” explained Tamsin Timpson, strategic insight director at Kantar Worldpanel ComTech Asia. “Xiaomi had several smartphones in the top 10 chart with the RedMi Note its best selling device and the second most popular product behind the iPhone 6 which has a share of 8.9%”. Over the past three months, Apple continued to close the gap with Xiaomi, which remained the leading brand in urban China but with only a 2.2 percentage point advantage.

Across Europe, Android’s share declined by 2.2 percentage points year-on-year to 67.2% while iOS rose by 3.2 percentage points. “Great Britain was once again the market that recorded the sharpest drop in Android share.” said Dominic Sunnebo, business unit director at Kantar Worldpanel ComTech Europe. “However, a more stable performance by Samsung was able to hold share quarter-on-quarter and an improved performance by Motorola and HTC helped overall Android sales.” In Britain, Samsung’s Galaxy S5 was the second best selling smartphone with a share of 8.0%, just under half that of the iPhone 6 at 17.6%. The iPhone 6 was also the best selling smartphone in France, Germany, Italy and Japan.

For the three months ending in January 2015, 13.9% of iOS customers in the US switched over from an Android device – up from 12.1% in the three-month ending in December.

“As vendors flocked to Mobile World Congress this week to showcase their latest products it is noticeable how many have decided to focus on the mid-tier as success at the high-end appears more and more unattainable,” Milanesi concluded. “However, while mid-tier consumers might be more accessible than high-end ones, manufacturers will have to work harder than ever to stand out in an increasingly crowded marketplace.”

Smartphone OS Sales Share (%) for 3 months ending (m/e) January 2015 vs. 3 m/e Jan 2014

Kantar Worldpanel ComTech Smart Phone MarketShare by Country


http://www.geekwire.com/2015/gar ... ing-fourth-quarter/
Gartner: iPhones outsold Samsung worldwide during fourth quarter
March 3, 2015 at 10:52 am



2014Q4 Worldwide Smartphone market share

Apple’s massive fourth quarter was enough to propel the company to the top of the worldwide market share charts, according to numbers released today by Gartner. The Cupertino-based company sold 74.8 million iPhones around the world during the quarter, making up 20.4 percent of the market, the most of any smartphone manufacturer.

Samsung came in a close second, selling slightly more than 73 million units. Those numbers are a massive difference from the same period in 2013, when Samsung sold more than 83 million units to Apple’s 50.2 million units. The company’s share of the worldwide market for the quarter plummeted by almost 10 percentage points from 29.5 percent in the fourth quarter of 2014 to 19.9 percent during the same period in 2014.

Xiaomi, the rising star of China’s smartphone industry, saw the biggest gains during the quarter, selling almost 18.6 million units during Q4 2014, compared to almost 5.6 million units during the year-ago quarter. For now, the company’s phones aren’t available in the U.S., but it’s gearing up for a broader expansion. Xiaomi offered review units of the Mi Note, its latest flagship, to a number of U.S. media outlets, and its reviews have been largely positive.



Quarterly results aside, Samsung’s sales for the full year still topped Apple’s – the Korean company sold almost 308 million units, while iPhone sales reached almost 191.5 million units. Samsung’s overall chunk of worldwide market share eroded significantly, though. Sales of its handsets made up 24.7 percent of the market in 2014, compared to 30.9 percent in 2013.

There’s good news for smartphone makers overall in these numbers – sales for the year almost topped 1.25 billion units, up from almost 970 million units during the same period a year ago, showing that there’s still room for growth in the smartphone business.

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