Reinventing the Millennium

On August 26, at 6 pm, Yike held an autumn launch conference that was probably the least watched product in history.

Yu Hong, co-founder of Yike, hosted the launch conference, which was internally defined as "Stronger Core", focusing on launching the new generation of Marsfy 6 series mobile phone products.

The products of this launch conference actually have a lot of highlights.

Mars 9, as a newly upgraded new flagship, uses the Zhurong chip with 16nm process of Bingxin's second-generation FinFET. Its performance is 23% higher than last year, but its power consumption is reduced by 60%.

This means that Yike's Mars series still maintains its lead over its competitors, because Samsung and Apple use Taiji's first-generation FinFET process.

There was no comparison with competitors at the launch conference, but Yike conducted actual machine tests internally, and Bingxin's second-generation FinFET performed about 14% higher than Taiji's first generation.

In addition to this more powerful Zhurong chip, Yike's Mars 9 is also equipped with its own GPU Houyi S-4866. Its performance is not much different from the ARM Mali-T760 MP8 used last year, but Houyi S-4866 has an additional arithmetic logic unit ALU in each renderer, which can provide more efficient multimedia data processing capabilities.

Such a chip combination is still the strongest product among the three major players this year. Although it is not as exaggerated as last year's Mars 8.8, the lead is also very clear.

This lead undoubtedly proves Yike's skills in chip design, Bingxin International's strength in advanced technology, and the correctness of such a model.

Yu Hong proudly introduced Yike's core supplier on the stage, without shying away from Bingxin International, which is on the Amei's strict selection list at this time, and spent a long time thanking all Bingxin employees.

However, mobile phones are not just chips. Mars 9 is an all-round upgrade this time.

The battery is increased from 2650 mAh to 3150 mAh, supports wireless charging, and the fast charging speed is improved.

The front and rear cameras are upgraded from 6/15 megapixels to 8/16 megapixels, and the aperture is f/1.7.

The waterproof rating of the entire Mars 9 series is IP68, which means that it can theoretically be immersed in 1.5 meters of water for half an hour, while the thickness is reduced by 14% and the weight is reduced by 9% compared with the previous one.

In addition, there are many small function updates, such as the setting of watching the screen light up.

Conventional upgrades are usually in certain aspects, but at this autumn press conference, Yike's new flagship can be called a three-dimensional upgrade from multiple angles.

Although the timing of Yike's press conference this time is mainly focused on the company's unpredictable prospects, there are still technology media that sighed during the viewing process - Yike squeezed the toothpaste this time!

However, the squeezed flagship mobile phone really did not occupy too much space in the media pages, whether abroad or at home, because the expectations of Yike's alternative partners were broken by UMC's sudden news, everyone was discussing Yike's future in a row, and only mentioned the launch of the new flagship by the way.

What? Lighter and thinner?

What? The performance is stronger than last year?

What? Maintaining the lead over competitors?

You should!

You are the leader of the three major brands, isn't this what you should do?

Yike's new flagship has a strange and self-evident atmosphere in the few pages - Yike is very strong, this is Yike's strength, and then what?

It is worth mentioning that Yu Hong also warmed up a notebook equipped with AMD's new CPU at the end of the press conference, which is expected to be officially launched at the end of the year.

This small warm-up did not cause any splashes, and even when she ended the press conference and accepted interviews, almost all the questions thrown at her had nothing to do with the press conference itself.

"Mr. Yu, has the cooperation between Yike and UMC ended?"

"Why did the negotiations between Yike and UMC suddenly break down?"

"Mr. Yu, Yike's mobile phones still use Bingxin chips, what will happen in the future?"

"I heard that Yike made harsh demands on UMC, which led to the termination of the cooperation. Mr. Yu, is that true?"

"Mr. Yu, what do you think of Yike's stock price plunge today?"

"Does Yike have any plans for chip manufacturing?"

"Can Yike continue to get the temporary license from BIS?"

There was no interview session after the Yike press conference, but many media present could not care so much, and they rushed forward to ask about Yike's situation, which also successfully stopped Yu Hong.

She thought of the questions raised by the reporters, but she didn't expect that there was not a single question about the new product.

Yu Hong calmed down a little and gave a positive response: "We have received a notice from UMC. Due to various factors, UMC cannot reach a cooperation with Yike."

This is confirmed news, and the CEO of UMC has spoken today.

"Yike's normal business activities are not affected. We are still in talks with several potential cooperation companies, and relevant progress will be announced to everyone as soon as possible."

"We have enough stocks for Mars and Selfy released today, and we are optimistic about the future market."

She picked out what she could say and was ready to end the interview completely.

However, the media were still not satisfied with this, and some more pointed questions were thrown out.

"Will Yike end its cooperation with Bingxin due to restrictions?"

"Mr. Yu, you didn't answer the question about the temporary license. Does it mean that there are disagreements with BIS?"

"If the temporary license expires and Yike still hasn't reached cooperation with other wafer factories, will it withdraw from the US market?"

Ice core, temporary license, withdrawal from the US market...

This is also the situation of Yike that is increasingly speculated and analyzed.

It is confirmed that the product supply announced at Yike's press conference today will start in the Americas market first, and the remaining European and Asian markets will not be officially released until the end of September.

In previous years, Yike basically supplied multiple markets around the world simultaneously. Today's unusual situation does not look like a positive signal.

Yu Hong wanted to answer some questions, but she knew that she was now representing the entire company and could not give answers easily, so she just waved her hand and said that was it for today.

Accompanied by the questions and shouts of the other party's general trace, the co-founder ended his time under the media camera with a little difficulty.

Yu Hong's status is already high enough, but her response is still not satisfactory.

As soon as the autumn conference ended, the media reported endlessly on the analysis of Yike's situation. Various institutions and analysts on Wall Street were combining various signals to make predictions about Yike, a special giant company.

It is generally believed that Yike will inevitably bleed heavily this time.

This bleeding is not only the embarrassment of the core supply being unable to reach cooperation for a while, but also the catch-up of competitors such as Apple, Samsung, and Taiji. The former problem is not unsolvable, but the latter's catch-up will continue to fight for market share.

Now no matter which wafer manufacturing company Yike can reach cooperation with, it will take at least some time to run in, and this running-in time is the opportunity for the opponent to overtake.

The 16nm that Taiji took out is its first generation of FinFET technology. Although it has not been compared with Bingxin's second generation FinFET, it has the upper hand in the comparison with Bingxin's first generation FinFET since its launch.

In other words, although Bingxin has seized the 16nm process, Taiji's strong R\u0026D still has the strength to rebound quickly.

Apple has switched to Taiji and the cooperation between the two seems to be effective. Qualcomm's Snapdragon 810 became a fire dragon last year, but this year's research and development improvements with Taiji have also improved significantly.

To some extent, Yike is facing competition from four industry leaders, Apple, Samsung, Qualcomm, and Taiji, and there are similar factors of BIS involved, so the pressure is really great.

Now there are even reports that BIS will not issue a third temporary license for Yike, and the current license will only expire at the end of September.

This news has not been confirmed, but it has indeed increased the concerns of many investors.

Foreign media have analyzed and put forward various news that are not known to be true or false, so domestic media have a source of citation and analyze Yike's situation together.

There are also media from the A camp that have changed their tone in this wave of public opinion, advocating Yike's strong strength and advocating Yike's profound attainments in the semiconductor industry chain.

Such as, "Yi Ke beats Apple and Samsung in seconds", "Bingxin has completely taken advantage of Intel and Taiji", "Domestic semiconductors have become very mature under the leadership of Bingxin and Yi Ke"...

Such arguments have also gained a lot of popularity after being promoted.

From August 26 to 31, within five days after the press conference, almost all the public opinions about Yi Ke were mixed information and interpretations. In addition, the supply of Yi Ke's new flagship in the Americas did start to proceed normally.

On the first day of September, a new reaction finally appeared in the market.

Samsung's products in the American market quietly adjusted their prices. The original $199 package with operators generally gave a $20 discount, with a 10% discount. The reduction in the Chinese market was even greater, with the highest reduction of 15%.

This discovery surprised many people.

This time, Samsung's newly named Glory series, although the appearance has not changed much, is the first model of the mountain. How come it was released in May and now it has started to dive after only one quarter?

Although Yike's Mars is out, it has to be strong anyway...

Some media asked an insider of the operator and got an answer - Samsung suffered a loss last year, so it has experience this time.

Yike did encounter many problems, but during the validity period of the license, its Mars 9 series, which was not paid much attention by the media, still has better performance.

As long as such Yike mobile phones are on sale, Samsung's slightly inferior products will inevitably be under great sales pressure.

It suffered a loss last year, so it will be reduced to respect this year!

Such a move from Samsung has slightly shifted the media's attention to the performance of the mobile phone market, while the situation in the American market seems to have been unaffected. Orders from operators and channels such as Amazon are relatively hot.

The stock price fell, but the mobile phone products still continued the reputation of the top three.

On the first day of September, domestic public opinion continued. In addition to Yike's own situation, one of the two poles, A, still maintained its offensive against Y in many fields, and the weakened B continued to create anti-monopoly hotspots.

On the second day of this month, a piece of news from Yike system slightly attacked Alibaba's recent hot stock price.

Yiguo, a leading domestic e-commerce platform, announced that it will cooperate with Yixin, Douyin, and Mituan in multiple dimensions to further expand the boundaries of e-commerce.

At the same time, Douyin launched a grayscale test of platform live broadcasting.

Yi Ke did not move, but its younger brothers did, which seemed to give the market some room for imagination.

Is it what we imagined?

I don’t know which one it is, but Alibaba’s gains over the past few days came to an abrupt halt, as if it had read a sharp counterattack from the Yi Ke system.

Almost at the same time as Yiguo took action, someone photographed and exposed the movement of Yi Ke against Du Ji.

Liu Zonghong, director of the secretariat of Yi Ke’s president’s office, appeared at Du Ji’s headquarters and was willing to initiate a purchase of the shares held by the head of Du Ji at a premium of 0.01%.

That’s right, it’s me, Liu Zonghong again!

0.01% premium!

No head would give up control in the face of such a humiliating premium.

Liu Zonghong came in a dignified manner and left in a swagger.

Afterwards, someone revealed that Liu Zonghong was the mastermind behind the idea of ​​asking Mr. Fang to take back the gift of Ali’s words, which made people suddenly realize that there would inevitably be some petty villains around Mr. Fang, a president who is open-minded.