July 3, waveguide East Dealers Symposium waveguide these cities has released 20 new mobile phones, TCL mobile released with 30 more new models move exactly the same - see, domestic mobile phone market is low, the efforts to find possible life.
"This year can make money is still unknown." Deputy general manager of Ningbo Bird Co., Ltd. Dai-mao I July 3 interview, admitted that "the plight of domestic mobile phones will not completely turn for the better in 2005, 2006, will be more difficult."
After waveguide shares (600130.SH) profit warning that due to worsening external business environment, financial sector by the preliminary estimates, expects 2005 net profit of 1 to June compared with last year fell 50%.
While Bird said earlier, BenQ acquired Siemens mobile phones, the "Posey Union" cooperation continues, but the reporter learned that a year ago, the massive sign of "Posey Union" also in a state in name only. BenQ Siemens mobile phone unit, by the impact of the acquisition, though, "Posey Union" has not officially announced the breakup, but the league no longer has any substantive matters forward.
Signed in May 2004 of "Posey alliance" agreement there are three main aspects: Bird can fully use the Siemens mobile phone technology; waveguide in the country more than 30,000 mobile phone sales store and sells Siemens brand mobile phones; both sides to develop other electronic markets and international mobile phone market.
Union operation more than a year, in the three dimensions of cooperation, the movement is somewhat waveguide channels in the domestic sales of Siemens mobile phones. But as early as late last year, Bird store has been very difficult to see on the figures of Siemens mobile phones.
In this regard, Dai-mao I did not directly deny that he explained to reporters: "Cooperation is not terminated, but the Siemens phone models sold to us had no more, until the integration of Siemens mobile phone business began to consider the sale, the two sides cooperate on these little or no substantive progress, so stores can not see Siemens entirely possible. "
Cooperation agreements in the Union, the other two levels, the two sides had yet to start substantive cooperation.
"Posey Union" to the current situation is clearly not the waveguide would like to see.
"Bird strong distribution network, many enterprises are very much valued and we do not use the network to earn a little money and the cooperation with Siemens, we hope that cooperation from the sales began, with more in-depth progress, hope tree beside the Siemens' largest tree '. "wearing Mao Yu said. This is the idea was for.
But now it seems waveguide Pong "Big Tree" program has become a bubble.
BenQ Siemens mobile phones after the acquisition, "Posey Union" will go from here? If the BenQ's strategy and alliance strategy Posey conflict, our cooperation will stop, so Bird said Xu Lihua, chairman. From this, the Union will depend on the trend of BenQ and Siemens integrated critical situation after.
However, the industry generally believe that "Posey Union" upgrade to "Boming Union" is not very likely that Taiwan's BenQ OEM business background, its advantage lies also in cost control, and between brands is probably waveguide competition rather than cooperation.
Market share of domestic mobile phone manufacturers fell to 34%
Analysys International's new "Chinese mobile phone market quarterly monitoring reports 05Q1" display, following the fourth quarter of 2004, mobile phone sales increased substantially after the first quarter of 2005 mobile phone sales essentially flat with the previous quarter, an increase of 2.5% to 19.78 million. Which, GSM mobile phone sales 17.7 million, growth of a 6%; CDMA mobile phone sales 2.08 million, growth of -20%.
As the user demand in the fourth quarter of last year, largely by the release. Therefore, the first quarter of this year sales growth fell to 2.5%. Meanwhile, as China Unicom CDMA subscribers in the first quarter of 2005, net growth was only 1.618 million, the new C network users is limited; and Unicom Hyun machine sales not yet fully started, causing a number of replacement customers hold out Therefore, CDMA mobile phone sales fell 20%.
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