on the shelf 是「擱置」的意思。
off the shelf 是「目前有現貨」的意思。
搞得我好亂啊...
https://www.core-corner.com/Web/Main.php?stat=a_Jjjhih5
同時也有10000部Youtube影片,追蹤數超過62萬的網紅Bryan Wee,也在其Youtube影片中提到,...
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off the-shelf product 在 亞典娜AW Facebook 八卦
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off the-shelf product 在 Amy韓國代購 Facebook 八卦
Gardner(顧能) semi 2015 seminar summary
Section1
半導體2015成長率1%
每一種consumer devise成長趨緩
除了dram價格波動較大,供應商較少
Section2
Big challenge about iot, shorten the gap between end user & ur solution
Chip vendors need to go to a market partner instead of old system company
System company put all functions into one solution but can't customize for one new iot company
Oil gas hollipoten in India put 300 million to get oil driving information ... 3-4 weeks for collecting info -> testing & they need to shorten the cycle time ... Allow them do 3-4 times at the same time from buying technology system ... Which is iot opportunity (3-4 weeks -> 3-4 hrs)
Understand industry need & design
Put together entire solution & sell them for end user
Example
It & iot system
Info collection into enterprise & respond solution from system
Have to work with company deeply & understand their need & provide iot solution
So chip company need to become system integrator
Product off the shelf & design individual & choose a good end user partner
Section3
十字路口的中國智能手機的市場
非常多的手機品牌在中國市場,整合一直在發生
How many oem will be here in 2018? Continue integration ...
Nokia will out smartphone mkt slowly
中國手機市場已經飽和,中國手機品牌佔70-80%市場,除去蘋果和三星
所以中國手機必往海外巿場走,聯想,小米,華為是主要中國手機廠商,擁有最大機會。
宇龍,TCL,中興為二階廠商。
金立,oppo,天宇,Vivo,魅族為三階廠商。
和其他白牌和ODM....
印度白牌起來相當快但主要硬件提供廠商為大陸
第二第三階需借船出海,與當地廠商合作
第三第一階需買船出海,收購當地品牌,例如買Motorola
Lenovo buy IBM, Motorola but ASP keep low under RMB1,000, will bring more Motorola brand phone into China for higher ASP
Huawei smartphone improve, ASP RMB3,000
Others need to manufacture three diff type(三家營運商) & diff ASP smartphone
互聯網15%手機銷售,淘寶CoC 天貓BoC,例如小米,華為(3型號),Apple(1)..
例如,雙11紅米賣40-50萬台因為降RMB100
淘寶較多灰色部分,例如走私品牌
大陸最愛小米,iphone,三星,酷派...
小米策略,低價,銷售管道,黃牛拿到本錢->黃牛渠道,小米正常管道沒貨,客戶買黃牛,減少庫存壓力,增加市場廣告,華強南北都在賣小米,達到6000萬台下一步?
4G 21%在中國在2015,40%在2016,LTE供應端驅動的市場,chip maker hope, chip asp higher, enter earlier in lte, 營運商想加速但沒辦法,3G庫存高,中國要降低補貼,4G基地台要普及,缺乏官方旨令所以緩慢。
消費者不需換,入門門檻增高,一個月付30元流量低銷,等於低收入一個月通話費,4G手機比較貴
20%中國消費者8000台,2000台,付RMB100每月,4G,RMB2000
30%,RMB1000手機
50%,隨便不在乎
大部分消費者覺得4G沒有意義
mobile data based service
通過流量可以給消費者更多服務,雙卡也可綁消費者者,增加營收
半導體在中國
AP/BB mtk qcom sprd(Intel)有中國支撐有intel技術支援
Total:MTK45%,QCOM35%
4G:15%,QCOM40%,hisilicon 12%
China support high tech locally -> mutual fund(money)1200億 manufacture,existing fund 1000億 技術方面上巿公司,銀行借貸/稅收減免
通過市場自動運作非完全官方指令,集資->上市->流通
大公司對應,併購案興盛,地雷多
例如高通下單中芯,lntel投資展訊,MTK投資政府基金
Summary
選擇性找partner和投資正確
更高規給中國,sony很好
合作中國本土,更快找到機會
了解供應商roadmap,貼近市場
貼近政府策略方向
中國大陸和臺灣好溝通
off the-shelf product 在 What is COMMERCIAL OFF-THE-SHELF? What does ... 的八卦
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