Lei Jun traversed through the trough of life three times, what about Xiaomi?

Author:Economic Observer Time:2022.08.12

Economic Observation Network reporter Qian Yujuan "At 7 pm on August 11, Mr. Lei gave a speech." This is a memo reminder set up on the mobile phone a week ago by Mi Fan Feng Yutao. However, before Lei Jun's live broadcast of Lei Jun's "traversal of the trough of life", Feng Yutao ran to another temporary party and missed it.

In the early morning of August 12, when Feng Yutao "looked back" at the three hours of content at a speed, "President Lei talked about the story of the previous development, those things (we) have understood." Like Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao, as Feng Yutao There are too many rice noodles to create Lei Jun who created Xiaomi Group as an idol in his heart, and he is even more clear about his entrepreneurial story.

Like Lei Jun at the age of 26, he was the general manager of Jinshan, and later founded the Zhuoyue.com to sell it to Amazon. Later, he drank a pot of millet porridge together. Xiaomi was established.

In all, Lei Jun's story started in 1992, and it was exactly 30 years. He also took out three troughs from it and told the experience of "crossing the low valley".

Lei Jun's story

Ten days before Lei Jun's speech, when Sohu founder Zhang Chaoyang and New Oriental founder Yu Minhong took a walk and camped together. After that, the two big men talked about the topic of "Life Life" under the starry sky, and "Lei Jun crossed through the trough of life" speech. The series of promotional videos are still on the road.

In the past week, some netizens have discussed on social media, "What is the difference between the trough of big guys and ordinary people." When Lei Jun talked about selling goods at Zhongguancun Station, he fought "long -lasting war" with Microsoft, After the story of Zhuoyue.com's incomplete financing, the topic of "Lei Jun's Life" directly appeared on Weibo hot search, which caused netizens to interact.

In a public discussion, the reporter found that even Wang Hua, the general manager of Xiaomi Public Relations, participated in it. He talked about the way he walked out of the trough. "I just rely on cooking and cooking to transfer my anxiety and cure the internal consumption of mental consumption by pleased myself."

As Wang Hua said, the theme of Lei Jun's speech this time is very different from the previous. This time, Lei Jun asked Mi Fan to know, he was also a person who was addicted to Budi for more than half a year. He also rumored two rumors of "not buy QQ" and "not voted for Ma Yun". In fact, it was NetEase, but it was eventually rejected by Ding Lei.

At the press conference of the hammer mobile phone, the founder Luo Yonghao said that he did not sell his mobile phone, but feelings. As a result, Lao Luo's feelings were shattered by reality, and there was no longer hammer in the mobile phone camp.

Nowadays, Luo Yonghao, who is doing "really passing" in the online celebrity live broadcast, walked out of the live broadcast room and devoted himself to the AR industry to start a business. After ten years of grinding sword, Lei Jun, who traveled to the new ten years, but in the early autumn of 2022, he chose to use his own life story to make a bowl of "chicken soup full of feelings". Xiaomi mobile phone has nothing to do.

Xiaomi's trough

Thinking back on August 11, one year ago, in his second annual speech, Lei Jun focused on the main task of Xiaomi at that time was "truly standing in the world's second world". He also proposed a struggle of Xiaomi Small goal: "I won the world first in three years."

At that time, Lei Jun shouted his goal, and the reason why he was confident was because on July 16, 2021, the Canalys report showed that in the second quarter of 2021, Xiaomi surpassed Apple for the first time to become the world's second largest smartphone manufacturer. In addition, in June of that year, Xiaomi's global share surpassed Samsung for the first time, and once reached the world's first.

However, Xiaomi Mi 11 series launched by Xiaomi in 2021, although the official releases a large sales signal, a large number of users have reported that there are problems with "fever" and "burning boards". The "high -end" flag raised by Xiaomi ushered in more than this strong wind. The first folding screen mobile phone MIX Fold was also "heavy". After the release, it even reduced the price of 2,000 yuan during the event.

Feng Yutao always believes that the folding screen mobile phone is not just needed for most mobile phone users, and the audience to be directed by Xiaomi's two generations of products, in his opinion, "should be a fanatical Xiaomi mobile phone enthusiast."

Related sources on the upstream of the mobile phone industry chain told reporters that when the full screen or even folded screen mobile phone products are endless, the trend is bigger to make the screen, but an interesting phenomenon is that some users are "backflow" and are keen to use small -sized screens. The product.

Feng Yutao also feels the same, but he told reporters, "Relatively speaking, the model with smaller screens in Xiaomi mobile phones is not full." Instead, it is the Redmi series that meets the double brands of Xiaomi mobile phones to meet the demand of rice noodles while driving the demand for rice noodles. Higher sales.

Last year, the Redmi K40 series achieved a sales volume of more than 10 million, and IDC mentioned in a report made in the second quarter of this year. "The Redmi K series and the Redmi Note series have become the main driving force of Xiaomi."

What about the "city" geometry that Xiaomi has harvested in a small goal, one year has passed? First, Xiaomi's first quarter financial report showed that its smartphone shipments fell 22.1%year -on -year, ranking third in the world. A few days ago, the latest report of Canalys showed that in the second quarter of 2022, Xiaomi's smartphone shipments were 39.6 million units, and the market accounted for 14%, still ranked third in the world. Although OPPO and vivo have also declined, Xiaomi has fallen by 25%year -on -year, becoming the one with the largest number of mobile phone manufacturers in the world.

Under the global perspective, do not rise and fall, and focus on the domestic market. The IDC report shows that the overall shipments of the domestic smartphone market in the second quarter fell 14.7%year -on -year, about 67.2 million units, of which Honor was logged in with 13.1 million units shipments. The top "sales king" is behind vivo and OPPO. Xiaomi ranked fourth with 10.5 million shipments, while Apple followed it behind it with a gap of millions. The reporter still remembers that after Xiaomi won the sales champion of the year in 2015, Xiaomi set a "goal of 100 million units in 2016", but the reality of sales declined Xiaomi into the trough. Breaking "Waterloo" and hitting a new quarterly high -quarter mobile phone shipment at that time.

Two years, Xiaomi bottomed out. In July 2018, Xiaomi's wind glowed to tell capital stories to the Hong Kong Stock Exchange, but the listing was broken. Later, the stock price was cut again. In the speech last year, Lei Jun also "fell into the shares of Xiaomi to the stock. Review the process of the bottom. Today, Xiaomi seems to be experiencing its third trough.

Crossing the valley, what does Xiaomi rely on?

A Xiaomi channel dealer in the Southwest China told reporters that the stores he managed had already received a new quota before the press conference yesterday. Many rice noodles come here to get started to experience Xiaomi's folding screen mobile phone MIX FOLD2, but "not started."

Feng Yutao believes that Xiaomi MIX Fold2 "The price and configuration are full, but I don't know if heat dissipation is not a problem." Not only the Xiaomi 11 series, as an old rice noodle, Feng Yutao said, "Xiaomi's fever has been an old problem for many years. As long as the heat is fever, the frame is started, which is even more so in summer. "

Although the problem of fever does not only exist on a certain product, "it is a common problem", but the "previous car learning" of Xiaomi mobile phone is not small for his brand reputation.

Earlier, when Xiaomi went public and broke, when the stock price plummeted, Wang Xuan was a firm investor who held Xiaomi. In an interview with reporters, he talked about the layout of Xiaomi AIOT and the Internet of Things. "".

500 days ago, Lei Jun said that he would "last start a business", and invested 10 billion US dollars in the next 10 years. Wang Xuan does not deny the trend of cars in technology companies, and "Xiaomi's fundamentals, the problem is not big." Since the beginning of the month, I have begun to think about whether to wait for an acceptable point to clear Xiaomi stocks.

After the official announcement, Xiaomi first established the Xiaomi Vehicle Co., Ltd. in September last year. Two months later, it was announced that it will settle the Xiaomi Automobile headquarters base to the Beijing Economic Development Zone. During the period, Lei Jun also visited traditional car companies several times.

However, a year and a half passed, and Mi Fan still did not see the shadow of Xiaomi. In sharp contrast, Huawei announced that after entering the "new car" queue, they cooperated with Jilis to launch the Alpha S and Selis SF5. The high -end brand AITO, when the M5 and M7 were released one after another, the outside world saw Huawei's layout on the "car" fast, which showed Xiaomi's slowness.

On the evening of August 11, Xiaomi Group announced the development of Xiaomi autonomous driving technology, and for the first time disclosed some cost investment and team details.

According to Lei Jun, Xiaomi invested 3.3 billion yuan in R & D expenses in the first phase of the autonomous driving field, forming a R & D team of over 500 people. He also revealed that Xiaomi is layout through wholly -owned mergers and acquisitions and industrial investment in upstream and downstream enterprises.

"Xiaomi Autonomous Driving Technology adopts a full -stack of self -developed technical layout strategies, and the project has achieved exceeding expectations." After such a summary sentence, Lei Jun did not express it. He even said that in the next two years, he will not be in the next two years. Then introduce the new progress of Xiaomi cars, whether it is to be ready to go or helpless, no one knows.

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