Why do laptop manufacturers fail to make mobile phones? Su Yi: These three abilities are restricted

[Gearbest News]In the past ten years, competition among mobile phone manufacturers has been very fierce. Everyone is seeking innovation and changes to stabilize the existing market share and even want to win more market share, without stopping for a moment. Compared with mobile phone manufacturers, traditional notebook manufacturers have had it much easier in the past ten years, so that the changes in notebooks in the past ten years have not been great. But if you don't move forward, the market will push you forward. Now, the space for mobile phone innovation has shrunk, and mobile phone manufacturers with excess research and development have released their own laptops “conveniently”, putting great pressure on traditional laptop manufacturers.

Huawei MateBook X Pro

Why do mobile phone manufacturers make laptops? In a recent column held by Gearbest, “Kai Wei said: If you don't break it, you won't establish it!” Will traditional laptops disappear in the next ten years? “, Su Yi, founder of the well-known technology self-media “One Observation” believes that,Mobile phone manufacturers will definitely enter the notebook market。

Su Yi speaks

First, from 2016 to now, the share of Chinese mobile phone manufacturers has declined every year, and the mobile phone market is saturated; second, 2020 and 2021 are times when the supply chain is relatively tight. In 2020, Xiaomi's market share is in the 5%-6% range, and Huawei + Honor's market share is close to 17%. Only Huawei + Honor is close to the Chinese market share of HP and Dell. Coupled with Xiaomi, it has actually surpassed the market share of two international brand manufacturers, Dell and HP, in China. Therefore, Chinese mobile phone brands have actually surpassed international brands in the Chinese market in the past two years; third, the mutual tolerance of all things and the intelligent connection of all things have launched the concept of “multi-screen collaboration”. Therefore, it is a very common logic for mobile phone companies to make PCs, tablets and even TVs. And for mobile phone manufacturers, the technical threshold is not high. Therefore, it is an inevitable choice for mobile phone manufacturers to enter the notebook market.

Are there no disadvantages for mobile phone manufacturers in making notebooks? There are still some. Su Yi said that traditional notebook manufacturers have accumulated 20 or 30 years of experience. Currently, except for Apple, mobile phone manufacturers have entered the PC field for a relatively short time (about 3 to 4 years), and stability does need to be strengthened. In addition, in terms of user details, high-end users, such as users who code every day, care more about key travel. However, the key travel experience of notebooks from mobile phone manufacturers in the past two or three years, including Apple notebooks, is not very good. That’s why many business people still choose Lenovo ThinkPad, because to this day ThinkPad can still bring the best key travel experience. From this aspect, traditional notebooks still have their own advantages.

Ka Wei said

It is easy for mobile phone manufacturers to make notebooks, but why do notebook manufacturers fail to make mobile phones? Su Yi believes that traditional notebooks are limited by three capabilities. The first one isHardware capabilities. For example, there is no way to change Intel chips, you can only use Intel chips; the second issystemit is almost impossible to change the traditional notebook to Windows system. But after Huawei came in, it used its own system capabilities to make some optimizations for the Windows system. Secondly, it used Hongmeng’s system to do some multi-screen collaboration. This is something that traditional notebook companies have not been able to do or dare not do before; thirdly,ecologytraditional notebooks still have to rely on the traditional X86 ecology.

Ka Wei said

Su Yi said:Hardware, system, ecology,past 20 yearsIt has pinned traditional notebook companies to the ground.now traditionalThe possibility that notebook manufacturers will make mobile phones again is slim. Because mobile phones have entered the second half of the innovation market, or even the final stage of the entire innovation market, and are already very mature. If PC companies failed to make mobile phones ten years ago, their chances are even slimmer now.

Su Yi said, “It was too easy for traditional notebook manufacturers to make money in the past, but now it is not so easy to make hard-earned money.” In terms of technology R&D investment, in the past ten years, mobile phone manufacturers' R&D investment has basically accounted for about 10%, and Huawei has even accounted for 15%. In the past, traditional notebook manufacturers only accounted for about 3%. These investments may not make much difference in one year, but in ten years, it is simply the difference between a product-based company and a technology-based company.

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