XBOX into China soon! Home Appliance Industry Week news summary and reviews

1 Telecom Acceleration XBOX ONE Back to Top

[PConline News] The most popular event in the appliance circle recently is the various orders of the radio and television industry. Of course, there are also some gossips on the XBOX ONE. Let's analyze the comments for everyone.

● Telecom accelerates XBOX ONE's entry into China

China Telecom launched a smart home convergence product on the 24th, and named it “Yue Me”, which aims to provide home users with comprehensive solutions for various home information services. It is worth mentioning that "Yue Me" will likely be integrated into Xbox One. If it is true, it means that Xbox One will enter China earlier than planned.

According to reports, the “Yue Me” product launched by China Telecom will aggregate education, medical care, community, shopping, audio and video entertainment, and other seven categories of applications to provide users with integrated smart home solutions. In terms of games that are relatively mature in the market, "Yue Me" will likely be integrated into Xbox One.

Last September, Microsoft and BesTV set up a joint venture, each holding 49% and 51% of the shares, the joint venture company responsible for the entry of Xbox game consoles.

Last month, the website of the China Quality Certification Center showed that the Xbox One host has passed 3C certification, the issuance date is June 27, 2014, and the certificate is valid until June 3, 2019. According to the cooperation plan between Microsoft and BesTV, the Xbox One National Bank version will be available in September this year.

Earlier this month, China Telecom Cloud and BesTV signed a cloud service cooperation framework agreement, and BesTV is the only partner of Microsoft's Microsoft Xbox One game console in China. Xbox On incorporates many possibilities. Once it is true, Xbox On will enter China It is bound to advance.

According to informed sources, one of the cooperation between Telecom Cloud and BesTV is that both parties will jointly develop and deploy “a new generation of smart home video cloud” to promote upstream equipment manufacturers or application service companies to implement cross-device, cross-home and cross-applications. The smart home service, and Xbox One is a very important piece of telecommunications.

Wang Xiaochu, chairman of China Telecom, said at the beginning of this year that China Telecom will focus on five major product lines this year, with a new target of 2 million users. In addition, the company will cooperate with licensees and home appliance manufacturers to launch Internet smart TV and smart home service solutions.

At present, the smart household industry is still in its infancy in China. Although the scale of the industry is not high, the growth rate has reached 30.42%. According to institutional data, from 2013 to 2015, China's smart household industry will continue to maintain a high growth trend. It is expected that the industrial scale will reach 124 billion yuan in 2015, with a growth rate of 35.82%.

Comments: IT industry giants have long been eyeing the living room, because to seize the important node of the living room, they have mastered the lifeblood of the smart family. However, BOSS is only the content and licensee, this time pulling the telecommunication network as a basic service provider, will open up between the hardware and its access to the Internet (the biggest bottleneck of online video is the network bandwidth), while the telecommunications cloud service business will also It has been expanded and the two groups have strong meanings.

In addition, telecommunications are under the Ministry of Industry and Information Technology, and Bestrade is under the jurisdiction of the SARFT. The cooperation between the two is obviously beneficial to the XBOX's entry into China. However, what is intriguing is why XBOX is not the PS?

● Jingdong Tencent is true love

After entering the WeChat level one portal, Jingdong will immediately settle in mobile QQ. According to Tencent Technology, on August 8th, JD.com will open a shopping portal for mobile QQ, starting with three major channels: "super-cost-effectiveness," "playing big names," and "walking the streets."

It is reported that "super-bargaining" will be the main push buy, cost-effective goods and early night markets and other operating methods; "play big" channel is focused on the flagship brand, to create a reputation for the theme of packaging; "Waiting Street" channel is for the individual Amoy cargo owners , The main promotion of pre-sale, starting, new exotic, star cooperation, membership privilege, hot season and other forms of activities and goods.

In addition, the Jingdong first-level portal will also provide a series of QQ membership benefits, followed by more features, such as users can edit products and shopping evaluations to the Qzone platform.

It can be seen from this that the cooperation between JD.com and Tencent Mobile Clients will be further enhanced, which also marks the deepening of JD.com’s mobile e-commerce strategy.

Comments: That Tencent will pat, Yi Xun transfer finished, and gave the Jingdong WeChat entrance almost, but the twinkling of an eye, the young couple's feelings and a deeper layer, the cooperation is more comprehensive. Mobile electricity supplier? Ah, what feels more profound is the concept of mobile social e-commerce. This is Alibaba’s bad foot.

2 LeTV's share price fell as if it were very depressed

●Reye is a bit depressed

LeTV.com applied to the Shenzhen Stock Exchange and the company's shares resumed trading on the morning of July 21, 2014 (Monday) to resume trading.

Affected by the action of Radio and TV to rectify the Internet TV box market, LeTV's share price dropped sharply last week. LeTV released a clarification announcement in the evening of July 17, 2014, and applied for a temporary suspension of trading of stocks since July 18, opening on July 18th. Urgently organize investor exchanges to communicate with the outside world.

According to the announcement, the company believes that the set-top box business has a small and controllable impact on the direct quantification of the company's performance. According to the announcement, the cumulative sales volume (including orders) of LeTV's set-top boxes as of June 30, 2014 has been approximately 1.75 million units since its listing, and the cumulative sales of confirmed revenue have been approximately 1.63 million units, with a corresponding amount of approximately RMB 429.91 million, of which 2014 From January to June, sales volume (including orders) was approximately 1.25 million units, and sales of confirmed revenue were approximately 1.13 million units, corresponding to approximately 271.65 million yuan, and gross profit for 2012, 2013, and January-June 2014. Because the company's various business costs are shared, it is impossible to calculate the net profit contribution of the business alone. The contribution ratios are 3.18%, -1.09%, and the expected impact range is 6.42% to 7.10%.

LeTV said that the radio and television announcement that the rectification is only suspended the company's set-top box business, will be quickly restored after the completion of the rectification, the current view will not cause significant impact on the company's set-top box business; the company's super TV and music as the ecological The business model will have no effect. The

The cumulative sales volume (including orders) of Super TVs as of June 30, 2014 has been approximately 900,000 units since its listing. The accumulated sales of confirmed revenues are approximately 720,000 units, and the corresponding amount is approximately 203.88 million yuan, of which 2014- In June, sales volume (including orders) was approximately 700,000 units, and sales of confirmed revenue were approximately 570,000 units. The corresponding amount was approximately 1,482.72 million yuan, and gross profit for 2013 and 2014 was 1-6 months (due to the company's various The proportion of the business costs shared, and the net profit contribution of the business cannot be calculated separately, is 0.31% and the expected impact range is -3.67% to -4.05%.

LeTV officially admitted that LeTV did involve violations in the Internet set-top box cooperation. The company is currently actively collaborating with CCTV on the rectification of the violations of the Internet set-top boxes of cooperation, and Leshi Mall has stopped the sale of Internet set-top boxes. The rectification plan formulated by both parties has been completed, and In the process of reporting to the regulatory authorities, the company will endeavor to complete the rectification as soon as possible and resume the sales of set-top boxes as soon as possible. The

According to the announcement, during the rectification period, licensees other than CCTV will suspend cooperation with LeTV. After the rectification is completed and accepted, other licensees will continue to cooperate with LeTV. The company’s super TV is currently not affected. In normal sales, the company expects that the future development of super TV will not face significant policy risks. The

Comments: Actually, is it really a set-top box? Or is it a knock on a tiger? Walking rivers and lakes, safety first, and talking about the water meter is still less talk.

● noble internationalism spirit! Uncle Sam helps fight

According to the report of the US “fastcoexist.com” website, Beijing is now in a pollution revolution, and its airborne particulate concentration has already reached a record. In order to reduce the concentration of particulates by 25% in the next three years, Beijing has declared war on smog pollution. Last week, IBM announced that its research center in China will also participate in the war.

Reducing 1/4 of smoke pollution is an ambitious goal. Beijing must carefully balance the booming economy with the rapidly deteriorating air quality. Therefore, when the Beijing municipal government began to control vehicles on the road and shut down factories with low energy efficiency, IBM's research center will launch a 10-year "Green Horizon" plan aimed at helping the Beijing government make better decisions. Jin Dong, an engineer who participated in the "Green Horizon" program, introduced the plan details:

1. Forecast air pollution levels 3 days in advance

IBM uses satellite data, sensor networks, and drones to predict crop status 48 hours in advance, but has never attempted to use the same method to predict air pollution. The current task of Jin Dong and others is to integrate the data of 14 air quality monitoring stations in Beijing and add satellite data to establish a model that can accurately predict air pollution levels 3 days in advance. Another function of IBM's air quality prediction model is to map pollution maps and locate pollution sources that are accurate to the street level.

Jin Dong said: “If we can predict air pollution in advance for a long time, we can provide a lot of decision support to the government. According to economic and social influence, they can adjust specific industries.” It is not clear whether the polluters’ information is It will be made public and it is unclear how the official choice will punish violators in the industry. The Chinese Ministry of Environmental Protection has stated that it no longer acts as a “good supervisor” and will dispatch drones at night to look for factories that violate the pollution emission rules.

When asked if the drone will also become a useful data collection tool in the "Green Horizon" plan in the future, IBM spokesman Jonathan Batty did not deny it. He said: "The more data you see in our analysis system, the deeper you will know about it. So when our plans are focused on sensor and satellite data, there are actually a lot of important data in other areas. , such as drones, etc."

2. Make more use of renewable resources to generate electricity

To predict how much smoke may occur on a given day, IBM researchers will use a system to assess wind and solar power. The system, called Hybrid Renewable Energy Prediction, uses turbine sensors, weather models, and cloud imaging equipment and technologies to make predictions one month in advance.

It is unclear how accurate this prediction is, but the IBM team has already conducted 30 pilot successful renewable energy projects in China, increasing the proportion of clean energy generated in the local grid to 10%. By predicting the amount of power that solar and wind can provide, IBM's Hybrid Renewable Energy Forecasting system can help the government adjust the proportion of other energy generation in the future, perhaps one day no longer needs coal and natural gas to generate electricity.

3, to create a more efficient industry

Part of the goal of IBM's "Green Horizon" program is to use Beijing's Internet of Things to create a network of energy monitoring devices to warn in advance. At present, industry accounts for 70% of China’s energy consumption. Jindong’s research team will build a huge big data information platform to manage industrial energy use. Kim Dong said that universities, local governments, and private partners will all help coordinate efforts. He said: "I am very happy that the entire community can participate and work together to deal with these very pressing and challenging issues."

However, IBM's advanced technology alone is not enough. The Beijing Municipal Government must also assume responsibility for punishing polluters. Technology can often only solve part of the problem. In the end, the government must play a greater role.

Comments: The last sentence is true, relying on people to give technology is not enough. However, IBM's approach seems to be a temporary solution. For example, wind energy solar energy, the country does have a new energy strategy, but the current economic efficiency of new energy is not high, the production capacity of equipment also appears in excess, hoping to persuade the government to do in this regard It may be a little bit of improvement. . .

The reduction of vehicles on the road is obviously not right, the relevant departments do not say anything, PM2.5 is the fault of cooking and grilling; to improve industrial efficiency, this is a big enough run, but such a big system engineering, IBM is willing to help, We also have our entrepreneurs willing to do it. Who will pay for improving the cost of production equipment? Of course, IBM will not work white, be a middleman, I am afraid that the benefits are not small, plus management equipment software, I am afraid I can get another (IBM: Do not thank me, I called Lei Feng).

3 Alibaba in the next round of big chess back to the top

●Samsung TV Africa Open Factory

According to South Korea’s “Asia Economy” reported on July 21, according to foreign media reports such as Bloomberg News, Samsung Electronics plans to invest approximately 298-885.2 billion won (approximately RMB 1.744-23.26 billion) at Durban Port near King Shaka International Airport in South Africa. Yuan) Open TV factory. TVs produced by Samsung's South Africa plant will not only be sold in South Africa but will also be available to the entire African market.

It is reported that the South African government will set up a new special economic zone in Durban, and Samsung is expected to become the first large-scale investment enterprise in the economic zone, and Samsung Electronics will also be in parallel with South Africa's sales legal person and production legal person. At present, the South African Ministry of Trade and Industry, the Durban Trade Port, and the corresponding state government are in consultation with Samsung Electronics.

Lionel October, Director-General of South Africa's Ministry of Trade and Industry, stated that Samsung hopes to obtain various kinds of benefits, including tax reductions and exemptions. Both sides' consultations are in progress. In fact, Samsung Electronics has also Complete the investment plan.


Cape Town, South Africa

Samsung Electronics set up a TV factory in South Africa because of the rapid development of the South African television market. According to a survey conducted by the survey company DISPLAYSEARCH, the sales volume of flat-panel TVs in the Middle East and Africa was 14.313 million units in 2012 and 15.817 million units in 2013. In the first quarter of 2014 alone, the sales volume was 4.216 million units, and it is expected that the sales volume will exceed that of last year. In particular, Samsung's exposure to European and American markets has accelerated the pace of Samsung's opening up of emerging markets in Africa and Central and South America.

It is reported that LG Electronics entered the Johannesburg, South Africa, location for the first time as a television manufacturer in 2011 and set up a TV manufacturing plant. With the opening of Samsung and LG factories, the region is expected to become a manufacturing center for the global television market.

Oktober pointed out that although Samsung will not produce too many types of products in the early stages, it expects to produce more abundant and high value-added products in the future. And the South African government is expected to come up with more preferential policies to attract Samsung to produce a variety of products such as smart phones in South Africa.

Comment: The sluggish demand in advanced economies is obviously the reason why home appliance giants choose to go to Africa. I believe next will consider other emerging markets in Latin America and Asia. However, from 2013 to this year's figures, there is limited room for growth in its TV demand. In view of the above, I am afraid that Samsung and LG have only long-term plans and there is not much profit target in the short term.

● Alibaba in the next big game

Wang Xiaojie, director of the Science and Technology Division of the Press, Publication, Radio, Film and Television Bureau, said that with the advancement of the TVOS 1.0 system, the Science and Technology Department has organized the Academy of Broadcasting and other units to initiate research on the TVOS 2.0 smart TV operating system. The Science and Technology Department also hopes to organize companies like Alibaba and more companies to participate in TVOS 2.0 experiments.


Wang Xiaojie, Director of Science and Technology, Press and Publication Bureau of Radio, Film and Television

It is understood that although the TVOS smart TV operating system is not a national mandatory standard, but from the outset, the radio and television system would like to make this system a standard system for radio and television Internet TV platforms. Under the current situation in which SARFT rectified the OTT TV industry, the General Administration of Commerce issued a notice in late June asking local radio and television companies to carry out large-scale application experiments for TVOS 1.0 systems and sum up experiences for the promotion of this system. In March of this year, Jiangsu Cable and Oriental Cable have already started pilot projects for TVOS.

With the advancement of the TVOS 1.0 system, SVA has already obtained support from domestic and overseas smart TV chip companies such as Hass and ST STMicroelectronics. In terms of terminals, it also received support from Skyworth and Tongzhou. Director Wang Xiaojie also stated that in the future, Radio and Television will accelerate the related work of TVOS smart TV operating system from three aspects:

1, accelerate the application of scale

Based on TVOS 1.0 scale application experiments conducted by radio and television network companies around the world, the State Administration hopes to further improve the TVOS 1.0 software through scale experiments, and to provide guidance on the basis of summarizing local experiences to promote the application of China's autonomous intelligent operating system. , And to promote the standardization and scale of broadcasting and TV terminals.

2. Accelerate the construction of TVOS ecological chain

TVOS smart TV operating system is the first radio and television project to obtain the national nuclear high base. During the implementation of the project, the Department of Science and Technology wants to organize more companies like Alibaba and organize more research institutes to participate in TVOS 2.0 experiments.

3. Joint promotion of TVOS standards with the Ministry of Industry and Information Technology

On March 21 last year, the State Administration of Radio, Film and Television and the Ministry of Industry and Information Technology jointly established the Smart TV Working Standards Group. At the end of 2013, the two companies established a joint group of television standards to jointly promote the development of standards for smart TV operating systems and related smart terminals. The group leaders are respectively heads of the two science and technology divisions of the SARFT and the Ministry of Industry and Information Technology. The two departments hope that China's smart TVs and smart TVs, smart media networks, and smart TV convergence terminals can be uniformly standardized.

Comments: When LeTV is still complaining, Ali has successfully carried the thigh, joint research and development TVOS 2.0! It's so clever, Ali Yun is also just in time. Think of smart homes in telecommunications and know-it-all, hey, isn't the way to finish rolling in Ali's game rules?

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