What Does Glory Take to Surpass Huawei?

On January 22, glory CEO Zhao Ming met with you with V40. V40 is equipped with 7Nm Tianji 1000 flagship chip and an 80 degree hypersurface waterfall screen. At the same time, it brings three colors: magic night darkness, titanium sky silver and rose gold. The price of V40 8GB 128GB version is 3599 yuan, and the price of 8GB 256gb version is 3999 yuan. It will be on sale at 12:00 tonight. Also released with V40 are the glory magicbook15, magicbook14 notebook and the glory watch GS pro.

Two months ago, glory and its parent company Huawei experienced a mighty separation. Glory was sold to Shenzhen Zhixin, a new company jointly established by more than 30 glory agents and dealers.

At the farewell party, Ren Zhengfei encouraged employees to "be Huawei's strongest competitor, surpass Huawei, and even shout down Huawei". At the press conference on the 22nd, Zhao Ming gave a new positioning of glory: a global iconic technology brand.

V40 is the first step in the new journey of glory.

01 battle of confidence: stabilize employees and suppliers

Glory hasn't had a new phone in six months.

Li Peng (a pseudonym) is a supervisor of glory in Nanfang county. In the first half of 2020, he and the prefecture and city managers developed the county together. Because the new machine is fast, the new machine is equipped with Kirin chip and high cost performance, the glorious opening of the city is extremely smooth.

In the first half of 2020, glory released 10 new machines, including glory 30s, glory 30 series, glory X10, glory PLAY4 series, glory play4t series and glory changplay 9A. In Li Peng's circle of friends, every once in a while there will be a poster of new products.

In July 2020, the action of glorifying the new machine came to an abrupt end. Li Peng rarely mentioned glory for half a year. He opened another skating shop to supplement his income.

A counter owner turned his attention to oppo and vivo, and the prominent position of the counter gave way to VO's new machine.

A dealer in the same county also turned his attention to oppo and vivo, selling new machines of the two brands.

In mid January 2021, leopard transformer visited many glory stores in Beijing and found that some stores were relocated. Even the clerk of the glory authorized experience store revealed that many stores in Beijing were closed because of the epidemic and shortage.

"If the glory doesn't come out, he won't have his share." according to the analysis of a mobile phone practitioner, the new glory needs to be revealed as soon as possible.

After V40 was finalized, the glory team of a southern province launched the new product launch mobilization oath meeting. After the meeting, regional employees from more than ten prefectures and cities came to the stage and signed task orders. Shortly after that, the provincial capital team sank to the local city and held customer exchange meetings with dealers and channel providers in various places.

Glory's offline channels are busy again. A product integration manager in Zhejiang revealed that the workload was three times more than before.

In addition to resisting foreign enemies, the glory just stripped from Huawei is also in urgent need of a product to stabilize the military.

Before glory solo flight, the R & D and supply chain team shared with Huawei, with about 2000 business employees. After the solo flight, Huawei airborne a number of executives to help glory tide over the difficulties, including Wan Biao, who is good at supply chain management, and Fang Fei, vice president of Huawei's consumer business product line.

They brought the technical backbone who had laid a foundation for Huawei's consumer business to glory. At the press conference, Zhao Ming introduced that new glory has more than 8000 employees, 50% of whom are R & D personnel.

A glory employee told leopard change that some people who chose to glory had worked in Huawei for 1-4 years and had a chance to glory Bo; Some are because the leaders with good relations have passed, and they have passed together; Some are new recruits who are automatically placed on the list and are persuaded after the supervisor's phone "bombing".

We don't know what the future of glory will be. "Is it the second Huawei or an abandoned burden?" no one can predict.

On November 23, Huawei held a publicity meeting internally. The participants were employees who wanted to honor. At the meeting, glory executives explained the future planning of glory, the future office location and the new subsidy policy - that is, increasing the salary for four months as a signing reward (not called compensation), hoping to dispel the concerns of employees.

The above employees noted that half of the employees attending the meeting still chose not to go after the meeting. What is the relationship between Huawei and glory? After losing Huawei's aura and Kirin chip, how much recognition does the outside world have for the new glory? All questions.

A new employee of glory who has changed his identity told leopard change that after turning to glory, the leaders will disclose some information. For example, glory has obtained a number of technical licenses from Huawei, and Huawei will support glory in the form of business cooperation within three years.

On January 21, leopard transformer sought confirmation from glory officials on the information told by employees, and glory denied it.

V40 is the first product of new glory and a test of new glory. After leaving Huawei, can glory be alone? The performance of V40 after its launch will be a slice of perspective glory.

Whether for suppliers, dealers or employees, glory needs a victory to prove that the glory after independence can still be honored.

02 "three barriers" that must be crossed when overturning against the wind

After technical sanctions, solo flight and other disturbances, V40 is not an ideal product. It exposes problems and is also a key node that new glory must open up against the wind.

The first hurdle is 5g chip.

Glory V40 series includes v40pro and v40pro . The latter plans to carry Kirin 9000 chip, which is also the main chip of Huawei mate40 series. After Huawei was subject to us technical sanctions, TSMC could not continue to supply Kirin 9000 chips. Huawei's high-end machines were insufficient, and glory could not be divided into 9000 chips.

V40 finally came second. It chose Tianji 1000 equipped with MediaTek. Just the day before the release of V40, MediaTek launched Tianji 1200 chip. Lu Weibing, head of red rice, said that red rice will launch Tianji 1200 in the world.

Glory V40 is out of date before it is available. Hongmi K30 carried this chip a year ago. The price of 5g version is 1999 yuan, which makes it very difficult to be a medium and high-end glory.

Trapped in the chip, glory has been negotiating with Qualcomm. According to Caixin, glory can obtain Qualcomm's chips after flying alone because it is not on the U.S. ban list. Glory is expected to launch a smartphone equipped with Qualcomm 5g chip in May or June 2021.

Affected by the lack of core, the existing models of glory are also out of stock. At the double 11 and double 12 Shopping Festival in 2020, only a few models are available. This led to the two festivals, the report card of glory and the absence of mobile phones.

Leopard change visit found that whether in Jingdong Mall, glory's new online official website, or offline authorized experience store, glory's whole series of mobile phones are in short supply. In Jingdong Mall, mobile phones under glory V series, Honor series, X series and play series have to wait for arrival, and most models maintain the original price.

In the dealer channel, the glory series is at a premium. Several dealers in Hunan and Shenzhen told leopard change that the volume of glory is not going well. Few people come to ask glory. They will also persuade customers to grab goods online.

Before opening the Qualcomm chip channel, the lack of core is still the sword of Damocles hanging on the head of glory.

The second barrier is the core technology.

At the honor farewell party, Ren Zhengfei said, "once 'divorce', don't break the tie again. We are adults and deal with it rationally.".

Huawei mall, glory mobile phones, tablets, routers, smart wear and other products have all been taken off the shelves. Huawei and glory are definitely separated.

A R & D employee of glory told leopard transformer that according to the original plan, they would work in a building next to Huawei, but after Christmas, they were asked to move out of Huawei Research Institute, and could not log in to the intranet and enter the physical isolation state.

"For example, after copying Huawei's system and finding problems during debugging, we are not allowed to directly ask Huawei's former colleagues. Instead, we need level-by-level upward feedback to solve the problems through a special relocation group."

He speculated that this was related to the cooperation of Qualcomm and the requirements of shareholders. At the same time, employees are also required to maintain business relations with former colleagues of Huawei, no longer colleagues.

Glory officials told leopard change that the information told by the above employees was untrue.

Since its birth, glory has shared technology R & D with Huawei and suddenly stripped off, and the accumulation of technology can not be completed overnight. In the short term, glory can obtain the right to use Huawei's core technology through commercial services. However, over time, the core technology has always been a hidden danger.

After solo flight, glory needs to establish its own R & D system and master core technology to compete with oppo, vivo and Xiaomi, which takes a long time.

The third barrier is high-end.

Ren Zhengfei's expectation of glory is to "become an opponent of Huawei and even surpass Huawei."

At the press conference, Zhao Ming said that the new glory will be for all users, which means that the glory will not only be for young people. New glory will also impact the medium and high-end, positioning itself as a global landmark technology brand.

However, in the silence of glory, oppo, vivo and Xiaomi all took the lead in capturing the high-end market. In December 2020, Xiaomi's initial price of Xiaomi 11 from 3999 yuan, Lei Jun stressed the need to strengthen the high-end market. Five days later, oppo founder and CEO Chen Mingyong revealed in his new year's speech that he would break the brand and become a high-end brand. In the same month, Liu zuohu, founder and CEO of Yijia, proposed through an internal letter that "Yijia should be ready for battle and strive to reach the first high-end online in China next year".

According to the statistics of leopard change, there are three new mobile phones equipped with high-end chip Xiaolong 888 this month, and no less than five are expected to be released in the first quarter. Lu Weibing announced on his microblog that the K40 will be sold next month for only 2999 yuan.

After losing the advantages of Huawei Kirin chip and supply chain, it seems more passive to compete with oppo, vivo and Xiaomi for high-end market.

Zhao Ming once revealed that the new glory will lay out offline and win the market. After the independence of new glory, offline channels continue to expand. Since September, many stores have opened, covering many cities such as Chengdu, Lanzhou, Wuhan and Xiamen. A sales manager in glory Jiangxi also told baobian that Rong Yaozheng was recruiting and expanding stores offline.

On January 9, 2021, Xiaomi announced that thousands of Xiaomi homes would be opened together, and Xiaomi has taken the lead in the battle of offline high-end.

Seizing the channel has always been considered an effective way in the industry. Who can control the line, who can stand firm in the market.

Oppo, vivo and Xiaomi are stepping up their layout, and the time to leave a window of glory is shortening. New glory must seize the time to solve the problems of chips and core technologies.