Hello everyone, welcome to the "Financial Observer". I'm a baggage bag. Today we have a chat: When Hisense eats Toshiba, where does the Japanese electronics industry and the Chinese electronics industry go?
On November 14th, Hisense Electric Co., Ltd., a listed company of Hisense Group, and Toshiba Corporation jointly announced in Tokyo that 95% of Toshiba Visual Solutions Corporation (TVS)’s shares were officially transferred to Hisense. After the transfer was completed, Hisense Electric will enjoy a package of services such as Toshiba TV products, branding, and operation services. Hisense Group will acquire the right to use the “TOSHIBA†brand when it sells TV sets globally for the next 40 years. Hisense will be able to use Toshiba's reputation to expand and sell high-priced products. The amount of the equity transfer is tentatively planned to be 12.9 billion yen, which is expected to be completed by the end of February 18th.
On November 14 this year, Toshiba and Hisense signed an agreement. What agreement? It is TVS Toshiba Image and Imaging Division, which is actually Toshiba TV. Such a department is sold to Hisense as a whole, and the entire business will be completed in February of 2018 next year.
After the completion of the whole, we see that after the actual Toshiba did not color TV, and later Toshiba TV still have this brand, but Toshiba TV belongs to the Hisense Group, and such a Toshiba TV brand will authorize Hisense for many years? 40 years. If all Toshiba TVs we see in the next 40 years are actually Hisense TVs. After the acquisition of Toshiba TV, we have seen that our China Hisense ranks first in market share in many countries and regions. For example, in mainland China, we are now the first, then in Australia is also the first in Africa, and then in Europe, the Americas, South America and so on. In fact, globally, after the acquisition of Toshiba TV, Hisense TV has achieved the third largest market share in the world. In such a territory, we see that Sharp, for example, is actually our company in China. ,why? From Foxconn, Foxconn Group, a Chinese company in Taiwan, has acquired most of Sharp's shares and becomes its controlling shareholder. Today we see a lot of elevators inside. Sharp is playing a lot of advertisements. Sharp TVs that were always on the top have also lowered their prices. Right? It also offers a lot of discounts, but it is actually a completely localized marketing game. The founder of Hon Hai Group, Mr. Gou Guoming and Mr. Guo Guo, bought Sharp, but in fact it really only fancy Sharp's LCD production line. It really just fancy Sharp's TV brand. It really just looks Sharp has been the patent of the father of LCD in related fields. In fact, we have seen the debut of Hon Hai Group's newly appointed board member who has just concluded and the announcement of Hon Hai Group’s business planning strategy for the next 10 years to shareholders. , we very clearly see that Hon Hai Group to complete its a triple jump, from some basic components processing to the entire system foundry, and later he moved from the system to the OEM? The whole foundry, now he needs to go from the whole machine and brand OEM? Towards the creation of a whole smart system.
Most Japanese electronics giants chose to go to home appliances to conduct business restructuring and instead vigorously develop B2B business. Matsushita gradually transformed itself into smaller, more profitable home appliances and launched a considerable amount of home appliances. All of them will focus on three pillar industries: family life electrical appliances industry, component industry and energy solutions industry. Sharp collaborated with Qualcomm Foxconn to develop new products and used external funds to ease the flow of funds and transform it into an integrated appliance business. Sony believes that medical care is the core business of the future. Sony has a large number of innovations that can be used in gastroscopes, X-ray diagnostic equipment, and ultrasound equipment. At the same time, gaming business operating profit has increased by 24% year-on-year, becoming the company’s largest source of income. Sony is also exploring the VR game business. Toshiba also expands its business scope to include social infrastructure, energy power, semiconductors, electronic components, information systems engineering, IT terminal products, and home appliances.
Japan’s electronics industry is indeed determined to be a resolute but helpless, but it is necessary to do a break through to survive, it must be its own consumer-oriented terminal appliance business, including color TV, including air conditioning, including black, What does a series of products such as white electricity, small household appliances, and kitchen appliances meet? The world’s largest home appliance industry cluster represented by China is transferring the industry. We have compared this analogy and there was a similar shift in that year. This similar transfer means that the entire computer and personal computer are manufactured. Industry, including the later server manufacturing industry, transformed from the level of the entire IT represented by the United States to Asia, especially to China. Everyone will inevitably mention an old topic, saying that if you look at it, people will not do it. If you don't like to do it, if you don't like to do it, if you don't have any profit, and sunset industry, will you give it to China? In fact, on this point, the bag does not look so. why? First, we see today's home appliances, whether it is color TV, television, whether it is air-conditioning, whether it is a washing machine, whether it is an accelerator, whether it is a microwave oven? There is an air purifier, is it simply a product? Obviously not.
Our unified Gree air conditioner standard today is to download an APP on a mobile phone, and then realize what? Intelligent remote control is realized, temperature adjustment is realized, no one is on duty, and a remote operation is realized.
It can be said that the intelligentization of home appliance terminals and the networking of home appliance terminals have become a standard in today's home appliance world. Many home appliances have become a computer with or without a screen, just like our smart phones become a Like the computer in my pocket, TV is a smart computer and tool in every corner of the living room, kitchen, bathroom, etc. of our family, and based on the entrance of such smart appliances, we can collect our users. In the new generation of smart homes, a large amount of intelligent data, a large amount of data combined together, becomes an effective basic data pool for big data in the cloud, and then it can be cleaned up and screened with a good model. Combing out the current preferences of our users' family life, daily life, and many trajectories of daily life, and we can actively push and provide various services based on these data, for example, at home. There is nothing in the fridge, right? This initiative will give you push information, e-commerce is very convenient, or do you want to deliver? When watching TV, we discovered that you were particularly interested in a product, a service, or a product. At that time, related information was pushed. The push of this kind of information, today, such a large-screen, medium-screen, small-screen, cross-screen integration without any technical obstacles, a QR code appears on the screen at any time, the mobile phone pops out and sweeps to pay, and then After two hours, they are delivered to the door, so that we can provide our end-users with a completely intelligent solution. This is the first point. The second point, we can not underestimate these white home appliances, black home appliances, or multi-functional small appliances, or kitchen appliances, these appliances in addition to their own intelligent In addition, they can also perform intelligent networking with each other, right?
This forms a word called a smart home or smart home. In the smart home environment, these smart homes are used to create a future technological luxury house built with billions of dollars like Bill Gaillard through a standardized connection protocol that can provide each and every ordinary person with a life. A complete set of solutions.
In fact, these Japanese companies mentioned in our previous programs that they sold these assets and did not mean that their companies had to close their doors. For example, the construction of social and public infrastructure, such as the construction of new energy, we see, Panasonic claimed that its future business unit has been streamlined, from 16 down to nine, what are the three new pillar industries? It is a family life appliance, which is actually a veteran component industry and energy solution.
Sony believes that medical care is the core of future Sony business, including not limited to sensor signal processing, optical lens display equipment and other fields. Sony did a very good job in that year. It also has its own patent accumulation in the field of digital imaging and photo-imaging of this camera, and these are useful in the growing field of new generation of health care with a growing base number. Take a place. And Hitachi, the company that supports Hitachi’s 100 billion-scale company, if it still wants to preserve its corporate scale of 100 billion, it depends on what? TV is not enough. It depends on ATM ATMs, thermal power generation, railway systems, and elevators. The elevator here is also quite common. Construction machinery, high-performance materials and medical equipment and other fields. And what did we just see that Toshiba sold the color TV? It will expand the company's business scope to major areas such as social infrastructure, energy power, semiconductors, electronic components, information systems engineering, IT terminal products and some home appliances. It can be said that Japanese companies are now on the front line of the market as a whole. If they say 2C in the face of consumers, they will retreat from the first line of the market.
Of course, our Chairman Mao once said that sometimes the big step back is to move forward better. So where does he go? Retreat to 2 B's area and hide behind it. In fact, there is a company, the German company Siemens, and the famous Siemens company from Europe. Actually, it has set an example for us many years ago.
The first impression Siemens once gave to our Chinese consumers was, oh! Siemens appliances! That is an absolute representation of the highest level in Europe, representing the world's top level of German goods Siemens, but now you can say what did Siemens do in the end? It seems hard to say in a nutshell. However, it is true that Siemens is truly around us and we are surrounded by many aspects of our lives. why? Because they are in many social infrastructures, in new energy, in transportation, intelligent transportation, in these areas, etc., he is behind the hidden first-line products, becoming the new digital society and the rapid development of society. A lubricant of the era, an organic combustion aid and catalyst. In fact, companies that are able to have the ability, energy, and resources to provide public infrastructure for the entire society must not be underestimated. First of all, first, its amount of capital is very abundant, and its cash flow is very abundant. Secondly, it is very strong in the accumulation of R&D patents. The last one is due to its deep roots in these fields, so its product and system's alternative opportunity cost is very high. In plain English, it is once you have the entire If you use this system on the expressway and the entire high-speed railway, then whoever wants to change your words must think twice. Because what? Its cost may be too high. Therefore, these companies and companies are already making solid preparations for the upgrading of human civilization in the future or in the future.
In today's Hisense or other Chinese companies, we are indeed very emphatic and say that we are big brothers in the acquisition of the original Japanese home appliances, and even the acquisition of German appliances, this time our tricks, our sustainable development behind The vision and planning are very rich and the means are very numerous. So, at this basic point, I personally believe that our acquisition is very worthwhile. Why? After all, in many countries and regions in the world, our home appliance brands want to truly integrate into their mainstream social circles and become a brand recognized by local mainstream users. It does require time cost and a large amount of advertising investment, service investment, and human input. For example, we used Haier as an example. When Haier first entered the United States at the time of the year, Haier's air conditioners entered the United States. It was really a bit of a tumult, but it was not easy to do business, and it was even more difficult to do business on behalf of the Chinese. easy. The earliest Haier air conditioner can only be used in the United States? Only the chicken farms, duck farms and cattle farms in the animal husbandry can only be used for animals, but then they gradually integrate into, enter the city, and enter the family market where people consume a living room. We Behind the huge domestic demand structure of the vast Chinese market, we really have such a huge population consumption, consumer spending dividends and a huge domestic market demand, this volume is really able to provide us with sufficient ammunition.
We quickly entered the major global markets and major emerging markets through acquisitions. Let's say we look at Africa. This is the emerging market, South Asia, and our emerging market. This is all due to the large population and its development. The foundation is also
Relatively low, there is a very good value field. We enter these places, and then we will enjoy it for a long time in the future, just like China after reform and opening up. The consumption dividends, which are urgently needed by Chinese companies, are also achieved through the acquisition of this method. Combining the just-mentioned topics, acquisition is only the first step. If we don't want to repeat the mistakes of Japanese electronics companies, we don't want to be merely a reputer of his bad assets. The assets we buy will need to be in one thing. Networking, cloud computing, smart home architecture and vision for integrated operations.
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