In the surging flow of time, 2023 announced a grand farewell, and the trend and pattern of the smartphone market are becoming clearer. A number of market institutions have given positive predictions for the direction of 2024. Canalys believes that the global smartphone market is expected to expand by 4% by 2024, exceeding 11700 million units.
In 2023, as a player in the first echelon of domestic mobile phone manufacturers, vivo's performance makes it impossible to ignore its existence. According to Counterpoint data, vivo has a lot to win. Its market share reached 169%, is worthy of the name of the first domestic mobile phone brand. Even in the overall market, compared to Apple, the market share is only 1%.
In addition, according to the statistics of Canalys authoritative institutions, in 2023, vivo will rank first in the domestic market with 44.5 million smartphone shipments, with a market share of 16%, and a number of models have become star products in the market, further consolidating the market pattern of domestic smartphones "VO Rongmi". Among them, the latest vivo X100 series models released in November have achieved cumulative sales of more than 1 billion on the first day of launch, breaking the first sales record of all new phones in vivo's history.
Starlight doesn't ask passers-by, and time pays off the doers. On the occasion of the handover of the old and the new, let's take a look at vivo's top password. 01 Long slope and thick snow, hardcore output.
All mobile phone manufacturers must admit that the past two years have not been so comfortable. Smartphone shipments continue to decline, and consumers' willingness to buy phones is depressed, not only due to the macroeconomic impact, but also due to the lack of innovation in product functions, which cannot bring more "freshness" to consumers. In the face of technological innovation, Moore's Law has failed, and mobile phone manufacturers have fallen into a highly homogeneous industry vicious involution. Whether smartphones still have a future has become a question in the minds of many people. In recent years, the interaction between the mobile phone circle and the automobile circle has been quite "ambiguous".
From Apple's "Titan Project" to Huawei's smart car solutions, more and more mobile phone manufacturers are entering the automotive industry, either directly participating in car manufacturing or through the development of "seamless crossover" such as in-vehicle operating systems and in-vehicle interconnection functions. In 2021, Xiaomi officially announced that it would build a car, and immediately a large number of internal intelligent robots, algorithms and smart home business personnel were directly transferred to the car-making department, turning into a "car man of a mobile phone factory". In fact, it is not difficult to understand that many mobile phone manufacturers have crossed over to build cars, but they expect to find the second growth curve to get out of the low-profit zone before the industry reshuffle and achieve a "soft landing" of enterprises. When the cash cow business is cold, looking for a new breakthrough point is a way. But sometimes, it's more important to know and know your track. But does this mean that mobile phone manufacturers have to give up the mobile phone track? Of course not.
You must know that as a mobile computing center in the era of the Internet of Everything, mobile phones are not only the same level of daily necessities as clothing, food, housing and transportation, but also the pearl of wisdom in the crown of human science, carrying the exploration of our unknown areas and the release of scientific and technological potential. Hu Baishan, chief operating officer of vivo in the "vivo living room" event, clearly pointed out that vivo has always believed that mobile phones are the best industry at the moment, and there is no one. The market reversal at the beginning of the third quarter of 2023 is the result of the collective efforts of many domestic mobile phone brands that have converged for many years. Not only have we finally embraced the positive year-on-year growth in domestic smartphone sales in the third quarter, but we can also hope for the bottoming out in the fourth quarter**. And vivo is one of the backbones in this round. The correct direction is always the Zhenhai Shenzhu of enterprise development, and in this process, whether it is rolling stones up the mountain or climbing over the hurdles, as long as the problem is solved, it is no longer a problem. In the face of the same industry dilemma in 2023, vivo chooses to open its arms to meet the "change", jump out of the path dependence of the travel industry, aim at the high-end market, take user needs as the guide, and continue to increase product innovation. It has successively launched high-end folding flagships vivo X fold 2 and vivo X flip, as well as all-round full-score flagships vivo X90s and vivo X100 series. It not only perfectly covers the market range of 4,000 yuan to 10,000 yuan in terms of price, but also brings users a new experience.
Among them, the vivo X100 series, which was born with the design concept of "top grid, top configuration, and top", with its self-developed V3 chip, has raised the image level of the entire domestic smartphone "with bare hands", becoming one of the best Android phones in the market for recording and post-editing; vivo X Fold 2 and vivo X Flip have become the full score folding screen answer sheet handed in by vivo 2023. Whether it is a T* optical lens, a second-generation Snapdragon 8 processor, or a self-developed chip V2, the vivo X Fold 2 completely follows the performance "bucket" route, without any "castration" configuration for thin and light; As for the vivo S18 series, which has always had good data, it is even more with the blessing of the blue heart model and OriginOS 4, which is "super evolutionary" in many aspects, and the portrait ** ability is on par with vivo X100, and the sales volume of the first day of omni-channel sales will break the first sales growth record in the history of the S series.
Product power is always the most powerful language of the brand. With the finalization of vivo's business tonality and technological innovation direction in 2023, 2024 will be the year of vivo's real ascension. 02 Innovation engine, multi-point flowering.
At the same time, in addition to the high-end, more segments such as AI artificial intelligence, satellite communication, and autonomous driving are becoming new growth factors in the smartphone market. As we all know, since AlphaGo swept the Go world in 2016, the wave of artificial intelligence has been irreversible. Machine translation, speech recognition, autonomous driving, ......In the past few years, one after another "new concepts" have been born, stirring up the storm. Seven years later, the iOS version of ChatGPT was born. In less than three weeks, the volume was as high as 5 million times. When Internet manufacturers are thinking about how to be at the forefront of the industry to create a Chinese version of ChatGPT, some people realize that new opportunities have come. Hu Baishan, executive vice president of vivo, affirmed in an interview that the AI model will have a huge impact on the human-computer interaction model, and the iterative update of a series of technologies, including AI and 6G, will stimulate new demand. In the face of the birth of the prototype of the "first new decade" in the mobile phone industry, vivo's pre-research radar took the lead in launching - carrying forward the past and forging ahead into the future, and building an AI ecosystem has become vivo's new stage goal.
On November 1, 2023, vivo held the 2023 Developer Conference and announced the official release of the self-developed general large model matrix Blue Heart Large Model. The matrix has a total of 5 self-developed large models, including three parameter levels of billion, 10 billion, and 100 billion, covering core application scenarios, and continues to lead in authoritative lists such as C-Eval and CMMLU. The vivo S18 series, which was released in mid-December 2023 immediately after the developer conference, incorporates vivo's latest product understanding. Users can directly generate the required copywriting and even mind maps through the "Blue Heart V", and can also edit and filter according to their needs. Compared with traditional AI applications, the human-computer interaction mode of "Blue Heart V" is more flexible, and the convenient and compact suspension mode further optimizes the user experience.
Mr. Zhou Zhou, vice president of vivo and president of AI Global Research Institute, said, "I believe that after the combination of artificial intelligence and mobile phones in the future, there will definitely be a new intelligent body AI mobile phone." ”。In the face of the huge historical opportunities brought by scientific and technological innovation, vivo's attitude is undoubtedly calm. From the layout of artificial intelligence to the development of intelligent operating systems, every step of development requires enterprises to be very forward-looking, and it can be said that the ability of independent research and development gives vivo the confidence to go through the cycle and seize opportunities at every stage.
But what is interesting is that in the hearts of vivo people, the prosperity of the mobile phone industry is not a monopoly, but a collective prosperity. For this foreseeable future, the surroundings have emphasized more than once that "on the way to a new era of artificial intelligence, the entire industry needs to work together to create a win-win situation." "The reason why high-end mobile phones can be separated from low-end mobile phones is that they can provide functions and applications that cannot be achieved by low-end products. For a long time, chips have been a battleground for smartphones, and breakthroughs in chip technology can often directly lead to a leap in user experience. This year, the key to the vivo X100 series refreshing the new benchmark of the industry's imaging flagship lies in the chip upgrade and dual-core linkage. Vivo's next-generation 6nm self-developed image chip V3 and Dimensity 9300 flagship platform bring 4K cinematic portrait** shooting and post-shot editing functions to the vivo X100 series under the mechanism of dual-core synergy. Of course, the vivo X series has always focused on imaging, and the X100 series also continues the strategic cooperation with Zeiss, and the whole series is equipped with a periscope telephoto lens as standard. With more powerful computational photography capabilities and the aesthetics of a century-old optical giant, vivo X100 truly brings portrait photography into the 4K era. Looking back on the past, over the years, vivo, as a well-known head player in local mobile phones, has always adhered to the values of diversified cooperation, gone deep into the bottom of technology to do independent research and development, deepened the collaboration and innovation of industry chain partners, and walked out of the exploration of vivo's characteristics.
03 Alchemy in the fire, this is divided into furnaces.
However, if you integrate the product layout, you will find that from AI large models, satellite communications to folding forms, whether it is micro-innovation close to market pain points or cross-industry breakthroughs, vivo is insisting on user demand-oriented, trying to give smartphones new growth space from different levels and open up a new world. In fact, the user battle is also the competitive consensus of the mobile phone industry, and the essence of the user war is the product war. After 29 years of ups and downs, the core factor for the vivo brand to continue to improve is the continuous evolution of products. The wood of the hug is born at the end of the millennium; The nine-story platform starts from the soil. We see vivo stepping into the deep water area of chip research and development, and we need to know that behind the vivo X100 series "Thanos of the Circle" is ten years of steady and steady progress.
Since 2019, vivo has established four long tracks: design, image, system, and performance; In 2020, the vivo X50 series applied the self-developed "micro gimbal" anti-shake technology for the first time. In 2021, the X60 series uses optical lenses jointly developed with Zeiss; In the same year, the X70 series was equipped with the self-developed professional image chip V1 for the first time. Until the revolutionary innovation of vivo X100 series images, the design and development of the "King of Dimensity" have accumulated for three whole years. In other words, every day that doesn't bloom is taking root in earnest. In vivo's business philosophy, it seems that it never takes short-term performance results as the guide for the next move, but focuses on the product itself, steadily and steadily, continues to invest, and penetrates the corporate culture of "duty" in all aspects of products, organization, operation, and strategy. The word "duty" is neither ** nor mysterious, but slightly simple, but it is such a close word that runs through vivo's words and deeds. Economics tells us that market reactions often lag behind policy adjustments, but they never lie, even after they know it. Nowadays, the year-end settlement vivo has picked up the first "fruit" of domestic mobile phones, which is the best proof. It seems that behind the success of people from all walks of life, we can always see the beneficial and obtuse power behind their talents. Many people will ignore that bluntness is a talent, a talent that gives people time to blossom and flourish. If you want to become a world-class brand, survival must be a long-term goal. The ability that TA needs to have is not to have a large user base in a short period of time, but to bury its head in the cause, continue to invest, and maintain the "health" of finance, operation and strategy. A good track is equal to a highly competitive track, fighting in the Red Sea itself is like alchemy, and the dense and delicate "instrument" of "long-termism" is the mainstay of supporting the rise of domestic production. Conclusion
As said by a senior analyst at Canalys, with the recovery of consumer demand and the firm investment and channel optimization of manufacturers, China's electronic consumer market is gradually coming out of the trough. Although the smartphone industry may still face some uncertainties in 2024, it is more about the new imagination space for the future of the industry. Today, vivo has become a business card of China's scientific and technological innovation, whether it is its product strength or market sales, which confirms the correctness of its focus on products and planting reasons. With the opening of the curtain of 2024, a new round of technological changes is coming to the forefront, and vivo, which adheres to long-termism and multi-point flowering, may lead domestic smartphones into a new stage.