How do small whale and Konka cooperate to instigate the pattern of Internet TV competition?

Levision, with its operational advantages in ecological services, has become a leader in the smart TV industry. Even though millets, PPTV, storms, and popular people are in the crowd, due to the shortcomings of content, operations, and cooperation models, they can compete with their competitors in the short-term; while traditional TV companies such as Hisense, Changhong, and Konka are also Actively seeking transformation, but linger in the traditional industry, chanting for years, no success, only Hisense with independent VIDDA department harvested, but the content is still difficult to understand.

Only the micro-whale technology under the influence of the Chinese culture has accumulated a lot in content and has searched on the hardware, showing a fierce momentum of development. Not long after it was listed in August of last year, it not only won consecutive sales of the Tmall Mall single-item category, but also set a record of 55-inch 4K TV sales.

On the evening of March 12, Konka's paper of a fixed increase announcement reinforced this trend. Shenzhen Konka A's non-public offering plan shows that the company intends to privately raise funds to invest 3 billion yuan in projects such as smart TVs. The small whale technology program led by Li Ruigang and Li Huaiyu, which is led by Chinese cultural holdings, subscribes for 95,534,400 shares, about 4.5 billion yuan.

The TV industry has a huge market. In 2015, the world’s color TV shipments reached 230 million units. In view of this output value, the domestic competition for the new round of TV power has just begun. Microwhale Technology is backed by the origin of Chinese culture, and working with traditional manufacturers to sort out the upstream supply chain will undoubtedly promote the rapid development of the Internet TV industry.

The combination of old and new is already a trend

According to data from the market organization Ovid Consulting, in 2014, the sales volume of the domestic color TV market was approximately 45 million units, which was 5.6% lower than the 47.79 million units in 2013. In 2015, China's color TV sales volume was 46.74 million units. It can be seen that the annual television sales have entered a stable range and it is difficult to see too much fluctuation. In this stable market situation, there is another surging current.



China TV's annual sales from Ogilvy's cloud network show that from 2012 onwards, China's smart TV penetration rate will soar from 27% to 95% in 2018.

In other words, the booming Internet industry in China has enabled the rapid development of the virtual digital industry. The ecology of the large screen built on the fulcrum of smart TVs is already well-known in the consumer market: the bottom line of price is frequently breached and it is no longer the focus. The price is even quickly and quickly realized shipments, gather the basic users, and it is a trend to realize profitability through the later construction of the service ecology and operation. In the meantime, traditional enterprises either seek transformation through themselves or actively embrace Internet companies, such as the cooperation between TCL and LeTV, and Haier's cooperation with storms and trends.

However, it should be noted that the combination of old and new forces is not only to rely on the strength of the Internet to find new shipping channels, but to transform traditional TV terminals into a new value carrier in the process of exchanges with Internet companies. Therefore, in the cooperation mode, it is difficult to go long in terms of simple resource sharing or replacement. An industry source said that alliance-style cooperation is like drinking a glass of wine. It is very light.

At the end of October 2015, Shenzhen Konka A released three quarterly reports, with a net loss of 852 million in the first three quarters, a year-on-year decrease of 1891.14%. From occupying more than 40% of the domestic LCD TV market to achieving financial results in Waterloo, Konka has also been actively transforming its smart home strategy. On September 16, 2015, Konka and Ali Tmall announced the cooperation in the development of the Internet TV business. Konka is responsible for the hardware. Tmall is responsible for the content and user operations of the smart TV platform. At the time, Konka announced that it expects to receive approximately RMB 1 billion operating income sharing and subsidies in the next three years. However, the subsequent development was unsatisfactory. User data was controlled by Alibaba mobile phones, revenues became black boxes, and cooperation fell into a trough.

Therefore, it can be seen from the later cooperation cases that the cooperation between internet brands and traditional enterprises has equity composition, which is reflected in the determination of the traditional Chinese manufacturing industry to upgrade its industrial model. For example, TCL and LeTV, and Konka this time for the increase of micro-whales.

Although the micro-whale is not a takeover shareholder, the tightness of the controlling OCT and Konka's business is not high, and the increase in OCT's holdings also represents its optimism for the cooperation and business promotion intentions. Therefore, it can be foreseen that the combination of micro-whale and Konka in hardware and software will undoubtedly prompt the birth of a new round of heavyweight roles in the industry.

Why is micro whale

Of course, from the trend of the market, many companies have started intensive product strategies, and with the intensified competition, all kinds of new domestic goods, hardware free and so on the banner has also been erected, and from the perspective of financial volume, and There are not many small whales in comparison. Why then say that micro-whales will become a powerful challenge or promoter role in current and future industries?

First of all, the micro-whale TV has its special business mission, and from the current high cost of its participation in the operation of the "Kung Fu Panda", which highly correlates the IP with the brand, and continuously expands the product line, etc., the micro-whale is not a The strategic derivative products of the ticketing nature have a strong cultural mission meaning in Li Ruigang's business value planning.

As we all know, MicroWhale Technology Holdings is a Chinese culture, and behind it is the Alibaba, Tencent and other cultural and entertainment industry crocodile. From the perspective of its current investment radiation, it is like the current largest content position in China, and other than that. Li Ruigang still has physical and Austrian power, TVB and so on. In other words, Li Ruigang is constructing a cultural industry ecology, and the mission of Microwhale Science and Technology is to provide it with a landing export, and even not rule out the exploration of a new type of television industry.
Therefore, it can be said that Micro Whale Science and Technology is actually a comprehensive integration platform for content ecology, and with the Chinese culture entering the territory, it will show stronger and stronger output capabilities.

How to achieve 1+1 greater than 2

The flattening of the internet's competitive resources has given rise to the development rules that are not too fast. For example, when Li Huaiyu, the CEO of Micro Whale Technology, said that LeTV had previously commented on LeTV, LeTV’s advantage was that it started 3 years earlier, and now LeTV’s annual shipments have turned upside down. Times increase.

Therefore, in 2016, the soon-to-be-established Internet TV companies have begun to intensify their pace of expansion. It is understood that the popular television set later than the micro-whales has begun to expand towards the large-screen and super-large screen markets. The micro-whale technology established in August last year, after winning a place in the market, has also begun to cover the entire product line. The demand for hardware supply chains is unprecedentedly high.

Although Konka’s market position has opened up a lot with companies such as Skyworth and TCL, the manufacturing base remains. According to the shipment data provided by Ove Cloud Network, the total volume of Konka TV sets in the first half of last year was 2.3 million units will be able to achieve shipments of nearly 5 million units throughout the year.

At the same time, with Konka's efforts in the low-end market, Konka has strong control over the more profound underlying channels. It is understood that Konka Group has established more than 50 marketing subsidiaries, hundreds of sales and sales departments, and more than 3,000 maintenance service outlets in China. Overseas operations have also expanded to more than 100 countries and regions in the world.

The status of Internet companies and traditional manufacturing industries is dominant in terms of volume. However, the former is in a booming period of development in terms of resource control and brand vitality. Therefore, the amount of cooperation between the two parties can be magnified. Internet companies dominate.

Microwhale has a young and stylish brand image. It currently includes more than 8,500 movies and over 100,000 episodes of TV dramas. It also updates 600+ new films online each year. If Konka and Konka become a community of interests, the resources of Konka will allow the microwhales to go a long way in building the cornerstone of markets and channels.

Therefore, when the power of the micro whale at the content end is strong enough, and the back end is supplemented by Konka, whether it is seeking for shipping targets in high speed development or perfecting the after-sales service system, Konka will use Konka to enlarge the entire business ecosystem and expand it to overseas markets in the future. Radiation will be quickened. For the current Internet TV industry, it is undoubtedly another major player after LeTV.

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