Chapter 386 Super APP
Chapter 386 Super APP
The negotiations between Zhong Zhiling, on behalf of Silicon Carbon Data, and MediaTek went very smoothly, and the core conditions of the communication did not deviate.
Therefore, the two sides decided on a transaction model of fixed pre-installation fee + activation share. The unit price of the former is 5 cents per unit, because it is a package of two APPs, the latest hotspot and Wifi Master Key. The cost of the 1 million mobile phones reserved is fixed at 1 million. The latter is calculated based on the final activation ratio. If the activation rate does not exceed 40%, MediaTek will get 4 cents per unit, otherwise it can get 6 cents per unit.
In addition, considering the cost of shipping in Q4 this year, the overall budget range is between 1.85 million and 2.1 million.
This will indeed mean spending a small portion of the funds that are about to arrive.
However, we can also make a vague estimate of the user scale brought about by this. The activation rate of pre-installed products by upstream manufacturers is generally higher than that of flashed products by downstream manufacturers. According to current observations, it can be around 15%-50%. For well-known brands like Samsung, which have their own credit endorsement, it can even reach 60%.
Of course, this also depends on the nature of different apps. Latest Hotspot and Wifi Master Key are considered to be above average.
Therefore, MediaTek's channel will be able to provide a user base between 1500 million and 5000 million in the future. Taking a vague middle value, around 3000 million users is a number with a relatively high certainty.
But chip manufacturers can only contact MediaTek, and the money MediaTek gets from Silicon Carbon Data will continue to be shared with mobile phone manufacturers in proportion.
The domestic mobile phone brands using MediaTek have a low market positioning, so no matter how they make money, any profit is good.
The more Zhong Zhiling thought about this, the more he felt that the increase in the number of pre-installed software on mobile phones was not surprising. Everyone was counting on subsidies. Last year, 3-5 software were pre-installed on mobile phones, this year it gradually became 5-8, and next year there might be 10 or more.
This way, each additional model will earn you money.
Among the China Cool Alliance are ZTE, Huawei, Coolpad, and Lenovo, among the emerging brands are Xiaomi and Meizu, and among the well-known brands are Samsung and Sony Ericsson... Brands with low brand positioning are selling at 3 to 5 cents per unit, while brands with high brand positioning can sell for 8 to 1 yuan per unit.
The exception at the moment is the Apple mobile phone, which does not open pre-installed software to third-party companies and only provides channels through its own software store.
From the perspective of a consumer, Zhong Zhiling thinks this user experience is good.
He also talked specifically about this with his senior, discussing whether Apple would do paid promotions in the software store in the future.
"I'm not sure about this. Android is open source, and the domestic Android ecosystem is different from that abroad. It's pretty bad." Yu Xing also had similar feelings about the mobile phone ecosystem, but also said, "Apple's ecosystem doesn't care about our small amount of money. Its default engine is Google. It makes $10 billion a year from Google, and maybe $20 billion or $30 billion in the future. That's much better."
Zhong Zhiling was stunned: "It charges Google money? Isn't Google's search engine free?"
Yu Xing nodded in confirmation, and the topic returned to the pre-installed market, which was related to the growth of its own software users: "Now the Android ecosystem has become distorted, and it feels like it will be intervened and guided sooner or later. Our longest cooperation can be finalized until 2014, and we will see what happens after that. Anyway, by then we will basically be able to complete the process from start-up to large-scale operation."
Zhong Zhiling has been under a lot of pressure recently, but he couldn't help but laugh when he heard this: "Brother Xing, this is considered a start, then our start is still quite gorgeous, better than all the previous projects."
As of September, the number of users of the latest hotspot has reached 9 million, and the number of users of Wifi Master Key has reached 4300 million. Although the development of mobile Internet is unusual, 5300 Assistant has over 91 million users, and apps such as Android Market and Amap also have tens of millions of users, but Carbon Silicon Data Company is still fighting a tough battle.
"Revenue is a problem, and user activity is also a problem," Yu Xing reminded.
Zhong Zhiling's pressure returned. The company had already had clear goals for 2012. One was 5000 million users, and the other was 1000 million daily active users.
Thanks to the cooperation with WeChat and Alibaba’s investment, the annual user scale is no longer a problem. However, the user activity ratio is relatively low, with only about 600 million daily active users, which is still a long way from 1000 million.
No matter how many and how good the total number of users is, it is just a useless decoration. Without the support of active users, the latest hot spots will eventually become stagnant.
Zhong Zhiling could only say: "Let's do the pre-installation first, and then we will study and analyze the situation carefully."
Yu Xing nodded: "Try more. There is no rush. We really can't do it this year. Looking at the trend, we can achieve it in the first quarter of next year by hard work, but the internal problems still need to be solved." Zhong Zhiling agreed with this point. However, this aspect of the problem was just taken over by Lu Haiying last month, and it is still unknown what kind of solution can be developed.
He was still concentrating on promoting the pre-installed market, and soon flew to Beijing on behalf of Carbon Silicon to discuss their cooperation with operators on customized phones.
On the last day of September, Mitsubishi Motors, which had been suspended for one day before resuming trading on the 20th, resumed trading again. However, despite further news of negotiations with Nissan on the sale of shares, its share price continued to fall.
Mitsubishi Motors resumed trading for one day on the 20th. Compared with the 17% drop on the first day due to short selling, it still fell 12% on that day, and was then suspended for the second time.
According to Liu Wanying's speculation, Mitsubishi Motors' unusual behavior is likely due to price differences in its negotiations with Nissan, so the temporary resumption of trading for one day is just to see how the stock price will move.
As a result, Mitsubishi Motors failed to reverse its downward trend even though its chairman had resigned, and its stock price is still undoubtedly falling.
The resumption of trading and inspection on this day undoubtedly put Mitsubishi Motors at a disadvantage.
On August 8, Guo Shanfeng shorted Mitsubishi Motors and the company was suspended on the 30st.
On September 9, Mitsubishi Motors resumed trading and was immediately suspended on the 20st.
On September 9, Mitsubishi Motors resumed trading...
It has to be said that Mitsubishi Motors is indeed the most troublesome target of short selling. Moreover, due to Japan's unique financial mechanism, most of the short selling funds are still stuck there. It seems that the only way to make a profit is to wait for Nissan to complete the acquisition and let the stock price rebound upward.
As for whether Ghosn can be crowned as Mitsubishi Motors for the third time, judging from the current situation, the possibility is very high.
During the National Day holiday, Yu Xing took a vacation, preparing to rest with Xiaoying before continuing to work.
However, on the second day of the holiday, a research report on the development of mobile Internet from the well-known research organization iResearch Consulting caused quite a stir.
In particular, it emphasized the low-key development of Carbon Silicon Data Company, believing that the user scale of "Latest Hotspots" and "Wifi Master Key" has exceeded 5000 million, and is expected to become two super apps with more than million users next year.
Over 100 million users, two super apps, and Yu Xing behind them.
Although it is known that Carbon Silicon Data has a good development situation, such a sudden inventory of the user scale of its software still shocked the industry.
Mr. Yu is an old acquaintance. He is the creator of the super APP WeChat, a synonym for Internet operations, and a retrograde who offended giants... But how did he get the project started so quietly?
The industry's attention has turned to Carbon Silicon Data Company, and the intranets of Alibaba and Penguin have also sparked discussions about Yu Xing and the software matrix, including analysis of future competition.
Yu Xing himself received a call from Sohu CEO Zhang Chaoyang in the evening.
"Are you selling Silicon Carbon Data?" Zhang Chaoyang stated his purpose directly.
When Yu Xing heard these words, he had only one feeling about iResearch pushing Carbon Silicon Data to the forefront: it was annoying.
(End of this chapter)