Some people say that 2018 is the big year of Xiaomi.
On February 22, the first day after the Spring Festival, Xiaomi Chairman Lei Jun sent a message from the IDC to the fourth quarter of China's mobile phone shipments from the IDC group in the media training camp, the first of which was Huawei's shipment. The volume continued to grow, up 6.5% year-on-year. The second and third OPPO and vivo both experienced double-digit declines, and the fourth-ranked millet shipments achieved a significant growth of approximately 57% year-on-year. At the same time, Lei Jun posted this news on his personal Weibo and added that "As long as Xiaomi insists on making good products that are touching and well-priced, it will definitely win the heart of rice noodles and will definitely return to China first."
Then on the 23rd, Xiaomi signed a strategic memorandum with Microsoft, announcing that it will reach in-depth cooperation in the fields of cloud computing, artificial intelligence and hardware products, and further hammer the information of Xiaomi's internationalization and speeding up.
Before the holiday, the rumors of Xiaomi’s IPO in Hong Kong this year have been whizzing through various channels, and the valuation will be between 90 billion and 110 billion US dollars.
All kinds show that Xiaomi will create more shocks in 2018 and change the pattern in many fields.
On February 22, Xiaomi's 4 55-inch TV was officially launched at the Indian Millet House, Indian Millet Mall and Flipkart, India's largest e-commerce platform. Xiaomi Mall and Flipkart were sold out in just 10 seconds, and many millet home prototypes were sold out.
IDC recently announced the share of mobile phones in India in 2017. Xiaomi ranked second with 20.9% share. Xiaomi's goal in 2018 is to challenge Samsung and win the first share.
At this year's Xiaomi's annual meeting, Wang Xiang, senior vice president of Xiaomi's international business, revealed that Xiaomi has entered 73 countries and regions in the world and ranked in the top three in 9 countries. It was also at the annual meeting that Lei Jun put forward the slogan of "domestic counterattack, preparation for decisive battle, global market, opening up the territory", and also made 2018's Xiaomi internationalization full of imagination.
With the acceleration of Xiaomi's internationalization, it has begun to encounter more and more resistance in various markets. In India, in order to protect local manufacturing, India’s mobile phone tariffs have continued to increase, with tariffs ranging from 10% to 15% to 20% in two months. Xiaomi’s response is to increase investment in Indian factories. Currently, Xiaomi and Foxconn have a manufacturing plant in India. If you want to achieve the first goal this year, Xiaomi may re-invest in a new factory in India.
One of the important purposes of this strategic cooperation with Microsoft is to obtain more resources and more support for its internationalization process. In this cooperation agreement, one of them, Xiaomi further uses Microsoft Cloud Azure to provide user data storage, bandwidth, computing and services for Xiaomi in the international market. Second, the two sides will cooperate in notebook-type equipment, in the joint marketing, channel support and Xiaomi future notebook and notebook product development, etc., Microsoft pushes millet products into more global markets. Third, the two sides are discussing more possibilities to integrate Microsoft's Cortana and Xiaomi smart speakers into the international market.
Lei Jun has his own cloud - Jinshanyun. A few years ago, Lei Jun said that he would invest a billion dollars to support Jinshan's future "all in Cloud". Therefore, most of the storage, bandwidth and calculations of Xiaomi in China use Jinshan Cloud. However, Jinshan Cloud currently mainly covers the domestic market, so it is necessary to choose a global cloud in the world.
At present, cloud computing is extremely competitive in the Chinese market. Almost all international clouds are participating in the cloud computing competition in China in China, plus China's BAT. Microsoft's positioning of its own cloud Azure platform in China is to help Chinese companies "go global" and international companies "please come in", and clearly stated that Microsoft is not only giving cloud-based services and product support to enterprises going abroad, but also It includes the sharing of resources, markets, technologies and many other resources in global markets to further enhance the differentiated competitiveness of Microsoft Cloud. Previously, Microsoft had reached an agreement with Xiaomi on patent cross-licensing and transfer, which provided support for Xiaomi products to enter the international market. Therefore, the important appeal of Xiaomi’s strategic cooperation with Microsoft is to help its internationalization.
Lei Jun has more games on the AI ​​and the Internet of Things?The agreement said that the two sides will carry out multi-level cooperation in artificial intelligence, involving computer vision, voice, natural language processing, text input, conversational artificial intelligence, knowledge base, search and other Microsoft artificial intelligence technologies, as well as Bing search, Edge. Browsers, Microsoft Xiaona, Microsoft Xiao Bing, SwiftKey, Microsoft Translator, Pix Camera, Cognitive Services, Skype and other Microsoft products and services.
This involves almost all of Microsoft's technology in the field of artificial intelligence. Microsoft has a wide range of AI technologies and services, while Xiaomi has a wide range of hardware and Internet products. AI+IoT is the position of Lei Jun on the future of Xiaomi. Based on this positioning, Xiaomi has already reached a strategic cooperation with Baidu.
Lei Jun revealed at Xiaomi's IoT Developer Conference that in the past three years, Xiaomi has accessed 85 million devices from 400 partners and has more than 10 million daily activities. It is the world's largest IoT platform. Recently, the most talked about by Lei Jun is the Internet of Things, because the Internet of Things has both “things†and “netsâ€. Things and equipment are the biggest advantages of Lei Jun and BAT. IoT represents a new opportunity for the industry.
AI+IoT, which enables AI technology and services to land faster, enables smart hardware to understand users better, and Xiaomi can create intelligent modules in addition to intelligent hardware devices. Lei Jun once talked about the wisdom of Xiaomi R&D in the past three years. Modules, so give smart devices more intelligence, from smart devices to IoT platforms and "smart core" companies, Lei Jun may have more gameplay and ideas in the AI ​​and IoT era.
Xiaomi may become the biggest IPO of the Hong Kong Stock Exchange this year?On February 8th, Huami Technology of Xiaomi Ecological Chain was listed on the New York Stock Exchange, raising USD 110 million. In addition, many Xiaomi Ecological Chain Companies are also planning IPOs, indicating that the enterprises of Xiaomi Ecosystem are beginning to mature. The rumors that Xiaomi will be listed on the Hong Kong Stock Exchange in the third quarter of this year are also growing. Rumor has it that the IPO valuation of Xiaomi is between 90 billion and 110 billion US dollars, which may become the largest IPO of the Hong Kong Stock Exchange this year.
The upcoming listing of Xiaomi has once again triggered public concern about the listing rules of Internet companies. For the sake of protecting the interests of retail investors, loss-making enterprises cannot be listed in China. Therefore, most of the Internet companies have gone public overseas, and the VIE architecture has emerged. At present, the Internet company VIE architecture is commonplace. Is it possible for China's capital market to change such rules?
In January this year, the CSRC responded to the "Proposal on Optimizing the System of the Shanghai Stock Exchange under the Securities Regulatory Commission", saying that the CSRC has always attached great importance to the development of high-tech industries such as the Internet in the capital market. In the next step, we will actively study the relevant policy guidelines for the Internet industry, promote the construction of a multi-level capital market system, and build a long-term mechanism for high-tech industries such as the capital market to serve the Internet, and strive to allow more Internet companies to go public.
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