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Can VR at the intersection of the collapse of HTC mobile phone business revive its brilliance?

via:博客园     time:2018/11/26 10:22:10     readed:336


Journalist Wang Jianjun of the building where HTC R&D and after-sales department is located

Reporter Wang Jianjun

November 21, HTC issued an official statement, officially denied the HTC U 12 rumors. Earlier, it was announced that the phone would become the last flag of the HTC. HTC said in a statement,

As a forme

Recently, a reporter from International Finance Daily visited the location of HTC Shanghai Company and found that the HTC brand logo had been removed from the previously sold mobile phone factory building. Despite retaining the brand logo in the building where the R&D and after-sales department is located, according to an internal staff member, the staff of this department also left their jobs one after another. The less we come.

And bleak mobile phone business is different, HTC is driving the VR market and block chain business. In an interview with the International Financial News, HTC officials said:

HTC stands at the crossroads, choosing new business and market. Curiously, can these new layouts revive HTC to a new spring?

Mobile phone service

On November 19, it was reported that HTC would temporarily cancel the flag plane plan for the first half of 2019 and instead launch a mid-range positioning product next spring. This was interpreted by the outside world as the HTC U12, which was released in May 2018, and could be the last flagship of HTC. On November 21, HTC issued a statement to the official Weibo calling the news a rumor aimed at rapid response to market changes and demand. HTC has launched the smart products and platforms needed by all consumer groups. It also said that Q4 in 2018 and early 2019 will release a number of consumer and commercial market demand goods.

HTC was once the biggest maker of Android phones and is good at playing

November 22, reporters browse Tmall, Taobao, JingDong and other e-commerce platforms found that HTC online sales performance is poor. Taobao showed that only 260 people paid for the HTC U11, 28 for the HTC U11 and 19 for the flag HTC U12.

In addition, Tmall HTC official flagship store, HTC U 11 sales of a total of 2186 units. In JingDong Mall, HTC U11 and HTC U Ultra are more than 11000, HTC U11 is more than 6100, and flag HTC U12 is poor, and its evaluation stays in single digits.

In an interview with the International Financial News, Sun Yan Biao, president of the first-hand machine industry research institute, said that HTC's mobile phone business has basically collapsed at present, although there are still some sales in India and Southeast Asia. But a significant portion of these phones have started to be manufactured by contract manufacturers outside the country, and the HTC mobile phone business is basically

In late November, a reporter from International Finance Daily visited the HTC Shanghai factory in Xinmiaocun, Kangqiao Town, Pudong New Area. The factory is bounded by Kangwei Road. There are two buildings in the north and south of the factory. The north side is the former HTC mobile phone factory, and the south side is the R&D aftermarket department. In March 2017, the mobile phone factory was sold for 630 million yuan, and 45,000 HTC employees left their jobs and were dismissed.

During the visit, reporters found that the building had been leased by Asustek to make Apple phones and that HTC's logo had been torn down. Opposite the R & D building, although HTC's logo remains, a HTC employee told reporters,

At the main entrance of the building, the reporter also noticed a billboard for external leasing. A security guard told the International Financial News that

Running Entry Block Chain

With the smartphone market declining, HTC began to consider block chain technology. In May, HTC announced for the first time that it was developing a block-chain smartphone called Exodus, which was officially launched in late October. HTC claims that it will pre-sell 0.15 bitcoins (converted to RMB at current Bitcoin prices, about 4,800 yuan) or 4.78 Ethernet shops, with delivery starting in early December.

HTC responsible person told IFC that this block chain mobile phone is mainly used to solve users'data security problems, and has two security mechanisms: the first is built-in security firmware module independent of Android system for key preservation; the second is key recovery mechanism, the basic principle is: When the key is divided into several components and saved to different contacts, once the mobile phone is lost, the information key can be restored from the contacts.

HTC, confident of this, said in a statement in response to rumors that it would focus more on the powerful influence of artificial intelligence, block chains and 5G high-speed networks, saying:

Wang Jianxin, vice president of Beijing Xinling Shenzhou Science and Technology Co., and an expert on financial technology and payment security, expressed pessimism about the future of HTC's blockchain mobile phone in an interview with the International Financial News. Wang Jianxin, block chain to solve data security issues is not rigid demand, market space is difficult to do.

Wang Dan, the industry insider and founder of Gamma Capital, told the International Finance Daily that mobile phones in block chains had been tried by enterprises for a long time, focusing mainly on mining for profit, combining with e-commerce for profit and exerting strength in the field of security. However, he believes that the block chain mobile phone is still playing more concepts, basically no sales.

Sun Yanbiao said that HTC is actually a technology-oriented enterprise, leading innovative applications with innovative technology, which is HTC's consistent business model, the follow-up effect of new technology depends on whether technology can meet market demand.

VR's starry sky

The new area that goes hand in hand with block chain business is VR, which is regarded as HTC's new strategic focus. On November 15, HTC released its latest earnings report, which showed that in the third quarter of 2018, revenue was NT$4.04 billion, with a net loss of NT$2.6 billion (about US$84.26 million).

However, in the first three quarters of this year, HTC still achieved net profit of NT$16.4 billion, mainly because in February, HTC and Google formally completed the transfer transaction of mobile phone business, from which HTC received a transfer price of US$1.1 billion, which was used to develop VR.

In fact, as early as 2016, HTC Chairman Wang Xuehong said in an interview with the media that VR business is gradually becoming the core business of HTC. In March 2017, 630 million yuan from the sale of Shanghai factories was also invested in VR.

In terms of sales, HTC Vive has established a position in the field of VR. Public data show that in the first quarter of 2018, China's VR market grew by 200% year-on-year. Among them, the first quarter shipments of VR integrated machines reached 94,000 units, accounting for 51% of the overall domestic market, while HTC dominated by 33% of the market share. The success of VR market has saved the disadvantageous situation of other HTC business to a certain extent.

Although VR is still a niche market for some industry insiders, according to IDC, AR and VR will continue to grow in the future. In terms of AR and VR head displays alone, IDC expects total shipments to grow to 8.9 million units in 2018, up 6% from last year, and to 65.9 million units by 2022.

An industry insider, who asked not to be named, told the International Financial News that

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