Meizu And Ali Are Holding Hands: What Are The Reasons?

A cooperation that needs what we need.

Alibaba and Meizu all emphasize the "control" of the company, especially the distinctive Meizu CEO Huang Zhang, who can accept Ali YunOS in a short time, which means a crucial cooperation for both sides.

Wang Jian and Li Nan did not formally answer questions about who was the first to put forward cooperation intentions.

Wang said: "both sides are well acquainted with each other in an industrial chain, but from intent to cooperation" is very fast.

Li Nan thought: "walking together is normal."

YunOS (formerly Ali Yun OS) was launched in 2011, and initially the partners were Tianyu. It even went to the stage of signing the takeover immediately, but eventually separated by cooperation and share.

Subsequently, the YunOS team used to be stationed in Shenzhen to talk about cooperation and stock issues with a number of mobile phone manufacturers such as Baili Feng and peppers, but the development was not smooth.

For YunOS, it is urgent for a company with enough brand awareness to cooperate to get rid of the impression of "Shanzhai" and enhance the attention of YunOS both inside and outside.

The traditional mobile phone factory "China cool union" has recognized the importance of the two development and establishment of ecosystem based on Android system.

For Wang Jian and YunOS, Meizu is not much and is the best choice at present.

For Meizu, with Huang Zhang's re appointment as CEO, it has become a top priority to rapidly increase shipments and find new capital.

"One observation" learned that before that, foreign venture capital and other domestic Internet companies contacted Meizu, but the business model was single and the valuation problem was finally stranded.

With its cooperation with Alibaba, Meizu can rapidly increase its shipments through Tmall platform, and has the opportunity to introduce Ali investment and tell a bigger story in cooperation with the 360 capital market.

Both sides mean millet.

It is noteworthy that both Wang Jian and Li Nan will aim at millet at the press conference and after the interview.

Prior to the Meizu MX 4 conference, millet was also dubbed "friends" by Li Nan, and Li Nan has clearly claimed that United Ali countered millet business mode.

Li Nan said that compared with BAT360 and traditional mobile phone manufacturers, Xiaomi is already a "player on the table" on the mobile Internet, and the business mode is: Traffic - Channel - mobile phone - system (to guide the electricity supplier again) - value added income.

That is to say, the strong channel of mobile phone sales can be expanded by the PC reverse flow, and the mobile phone volume can be expanded rapidly. The increase of mobile phone users can return to the mobile platform, expand the sale of mobile phones and other commodities, and gain value-added software revenue through the application of distribution and game intermodal.

Li Nan said: "the MIUI user scale is 70 million, the average monthly ARPU of a single user is 4 yuan". The industry has not yet been able to make any confrontation, and Meizu + Ali hopes to change this situation.

Wang Jian said that millet has completed a complete ecological closed-loop in this business mode, but it also squeezed almost all the profits on the closed loop.

"This situation is not normal. In the long run, it is impossible. The cooperation between Ali and Meizu will establish an open business mode, change the industry structure, and share more profits with other mobile phone manufacturers and developers."

It is interesting that "one observation" at Meizu and Ali conference site, saw a number of millet personnel figure, I do not know how these millet personnel after the conference to tell Lei Jun about this situation.

What is the prospect of Meizu + Ali?

Ali has been doing YunOS for nearly 5 years. Wang Jian revealed to "one observation": "there are 31 partners, activating more than 10 million users".

From the perspective of partner quality and user data, YunOS is not a success.

Cooperation with Meizu will bring extensive attention to the two dimensions of YunOS practitioners and users.

Judging from the big picture, YunOS has caught up with the good time under the background of the Chinese government's emphasis on data security and its own core technology.

Domestic mobile phone manufacturers share nearly 70% of the domestic market share. Strengthening core technology projects such as chips and operating systems will become the key direction of supporting development.

For Meizu, only from

And capital, Ali is the best choice.

Taobao + Tmall is the largest mobile phone sales platform in the country. Ali is also the largest domestic market capitalization and the most widely distributed Internet giant. It involves large areas such as e-commerce, logistics, payment, finance, household appliances, health, maps, social networking and so on.

YunOS is the most important entry layout in mobile Internet and business ecosystem.

In cooperation with ALI, Meizu will become the most powerful competitor in the mobile phone market if it can solve its most concerned shipments and user size problems.

What are the risks?

1, whether it involves capital level.

Prior to this, the industry has rumors Ali injection of 2 billion yuan to acquire Meizu 15-20% shares.

Li Nan told "one observation" that "this news is not reliable."

Wang Jian did not answer this question directly: "product cooperation is the first step, and there will be new news for the first time."

Analysis shows that if it is limited to product level cooperation, there is not much difference between YunOS and Tianyu and Baili Feng. There is no stable interest community between businesses.

2, user data get through.

Ali stressed that big data, if users do not get through the data level, Ali in big data for Meizu limited help.

Li Nan said to this: "Ali involves payment, it is more difficult, but it is not impossible". At present, when users use Flyme services in the system, they should log on to Flyme account. When using Ali services, they should log on to Ali's account.

3, Google intervention.

2012 09, 13, just as Ali cloud mobile phone is rising, Google put pressure on Acer, forcing it to cancel Ali cloud OS new mobile phone conference, which also led to other OHA (Google led open device alliance) members no longer cooperate with ALI cloud OS.

Li Nan said that this problem is indeed a hidden worry, but Meizu is not a member of OHA. Foreign operators also want to weaken Google's control over the terminal and the system, so it is not a realistic problem for the current Meizu.

4, the dominant power.

Whether Ali or Meizu, they all stressed the right to dominate the business. Huang Zhang was a hot debate on China Mobile's "firing" because of the operator's custom machine.

After this conference, Wang Jian also said to "one observation" that "cooperation is impossible to agree, and quarrels are normal."

Future face

The problem that will arise is the consideration of the executives of the two distinctive team members.

5.

How much improvement has been made to Meizu shipments? Before April 15, 2013, Ali released 6 mobile phones equipped with its mobile operating system, and promised 1 billion yuan subsidy, but sales volume was not outstanding.

In 2013, "double 11", Ali cloud mobile phone is also sold in general.

In view of this year's "double 11", Li Nan revealed that the Meizu have prepared more than 100 thousand MX4 black versions, more than 100 thousand MX3, more than 10 thousand MX4 wings and more than 10 thousand MX4 soil.

According to the current pricing of Meizu, this will be 366 million yuan sales, and in 2013, Tmall's sales in the flagship of "double 11" will be 550 million yuan.

The MX4 sales situation of the "double 11" Meizu equipped with Flyme powered by YunOS will become a touchstone for the two sides to consolidate their future cooperation.