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The author:(作者)delv
published in(发表于) 2013/12/29 5:13:20
Foxconn on the BlackBerry hold “thighs“,

Foxconn on the BlackBerry hold "thighs"-BlackBerry, Foxconn-IT information Foxconn on the BlackBerry hold "thighs"

Think again, BlackBerry is not after all "indentured servants" sign sign, but on the occasion of the stormy Foxconn as my lifeline. Foxconn, this has been "dedicated" foundry enterprises haven't seem to have any news on research and development. This time, the BlackBerry's hold on "thighs" yet? After all, leave the BlackBerry time is running out.

Hold the Foxconn "thighs"

After thinking, decisions and Foxconn BlackBerry "together". At this point, on the acquisition of companies such as Huawei and Lenovo, sex scandal to an end for the time being.

On December 19, the BlackBerry announced that will work with the Foxconn, joint research and development of a cheap BlackBerry smartphones. According to BlackBerry disclosed information, BlackBerry and Foxconn have signed a 5-year cooperative agreement, the two sides are expected to be in March or April next year, sold the first joint research and development of cheap mobile phone. These cheap phones, Foxconn will be in Indonesia and Brazil factory production.

"Is the FIH in cooperation with BlackBerry Mobile. "Foxconn to insiders, FIH Mobile non-Apple mobile phone manufacturing business unit owned by Foxconn, and current partners include Sony and HTC.

"The FIH Mobile produced a total of about 50 million mobile phones this year, BlackBerry OEM partners Wistron this year produced about 20 million BlackBerry handsets for them. "The source told reporters," this OEM pressure is not large. ”

The person said, cooperation between the two sides first mobile phone, code-named Jakarta, will also carry a BlackBerry 10 operating system. "The FIH Mobile not just contract roles, return it to the BlackBerry offers a suite of solutions. Including design, construction, components procurement, logistics management and cost control, and so on. ”

"Designer" who sign a contract with a partner, this may give Foxconn had previously not had "dignity". A few days ago, a Foxconn spokesman ximeng·Xin said proudly: "the strategic cooperation agreement with the BlackBerry is endorsement of Foxconn's capabilities and new business models, we are no longer just OEM manufacturers. ”

Rose 9.4%-this is a BlackBerry after the deal was announced, FIH Mobile taste of sweetness. Since the stock is its two-week high.

This time, the BlackBerry seems to be holding on "thighs".

Turn to the FIH reports Mobile, the situation is not optimistic. Count the FIH Mobile things, really don't have a lot. After losing $ 226 million in the same period a year earlier, FIH Mobile in just to turn a profit in the first half of this year.

Another point is of paramount importance, no matter how hard the company name "unknown night Li", as long as part of the Foxconn subsidiary, will have "contract manufacturer," the awkward footnotes.

Despite Foxconn in recent years have been hard for expansion of the factory of the world, but it is still "not worth" overtime labor, jump off, gang fights and so much negative news such as assembly line machines.

This time, the BlackBerry really holding to "thigh" yet?

Runaway losses

And "Foundry" Foxconn's cooperation, rose 16%. In recent years, the BlackBerry receives only good news.

Judging from the latest earnings reports, the BlackBerry is indeed not very optimistic. Third quarter of the year, BlackBerry achieved revenue of $ 1.19 billion, fell 56%; net loss of as much as $ 4.4 billion, profits had amounted to $ 14 million for the same period last year.

"BlackBerry in the third quarter of this year the number of subscribers is declining, with the rate of 12% per cent. "BlackBerry interim CEO John s. Chen appears to be avoiding" where it hurts ", but also worth pondering. Because in the earnings report, did not mention the BlackBerry user data, past data show that BlackBerry users has dropped to 72 million in the second quarter of this year.

Meanwhile, "meat" pain ", the BlackBerry also was co-founder and former co-CEO Maike·lazhalidisi selling. Does not get any worse than this.

December 24, Maike·lazhalidisi disclosed in a regulatory filing, he has reduced its stake in BlackBerry about half share is currently slightly below the 5%, and suggested that joint overall no longer intends to bid for the BlackBerry. Due to the Maike·lazhalidisi selling BlackBerry Eve really "dangerous".

Regulatory filings show that in October this year, Lazaridis on BlackBerry, the company's shares for 8%, is the largest private shareholder of the BlackBerry. He has worked with co-founder daoge·fulaijin consider joint bid for another BlackBerry BlackBerry. Two people in 1985 and co-founded the BlackBerry company.

According to United States well-known Internet statistics, Internet traffic tracking analysis and market research firm comScore released data show that BlackBerry in global Smartphone platform market share fell to per cent in October 2012 from per cent in July 2011. As owner of the BlackBerry brand, RIM's market value has evaporated 90% in comparison with 2009.

In addition, in September of this year, the BlackBerry has said it will cut 4,500 jobs, about employees of 40%. BlackBerry in November to identify and to interim CEO John s. Chen also admitted that BlackBerry Renaissance "very complicated."

Behind the ups and downs

Just like Nokia is Finland's pride, like BlackBerry is Canada synonymous.

First BlackBerry appeared in 1998. Little QWERTY keyboards in black huddled together, looks like BlackBerry surface of a seed, BlackBerry's name the resulting. Early launch of shape and RIM pagers are similar, but larger, and not anything fancy.

On September 11, 2001, has completely changed the fate of BlackBerry.

"9·11" incident, the United States almost all communication devices paralyzed, but United States Vice President Dick Cheney phone BlackBerry features, successfully carried out the wireless Internet, able to receive real-time information about the disaster site anytime, anywhere.

After the United States set off a wave of BlackBerry craze. United States Congress even in the "events" during the recess, giving each Member is equipped with a "Blackberry", letting lawmakers use it to handle State Affairs. Subsequently, the portable e-mail devices will soon become every businessman standing on Wall Street executives, consultants and electronics.

In January 2007, the BlackBerry's fate once again changed. Only this time, a little bit worse.

At the time, Apple released the first generation iPhone. At that time, RIM BlackBerry top scoff, allowed the former to enter the smart phone market, they still stand still will focus on the enterprise customer. After 8 months, while BlackBerry's share price rose to an all-time high, reached us $ 236, but the company is facing a crucial turning point, the management didn't seem to mind. 6 years later, BlackBerry share price only $ 7.22. Watch "big customer" also failed to buy it now, United States House of representatives, 58% of people using Apple's iPhone, whereas the number of BlackBerry with only 23%.

As world's largest smartphone market, China's position is self-evident. BlackBerry basically zero market share in mainland China. With Apple, Samsung, HTC and Nokia, bunched together trying to squeeze into a scene in sharp contrast. According to market research firm showed that during the first three months ended October 31, 2013, BlackBerry sales in the United States contracted to 0.8%, while in Spain, and Japan, as well as the Chinese market, the share drops to less than 0.1%, is close to 0.

Now, the BlackBerry into the low-end Smartphone seen as key step recovery. But at this point, BlackBerry went too late. Since this was discovered up-market case, was forced to move.

Entering new countries, it might be able to win breathing space for the BlackBerry. This step may seem a little late, however. BlackBerry drive test test only after an hour until the candidates who entered the classroom, nature is not very good. After all, competitors ' strengths is not vulgar, and BlackBerry are not geniuses.


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黑莓抱上富士康“大腿” - 黑莓,富士康 - IT资讯
黑莓抱上富士康“大腿”

思考再三,黑莓终究没有在“卖身契”上签字画押,而是在风雨飘摇之际把富士康当做自己的救命稻草。富士康,这个一直“专注”代工的企业在研发上似乎就没有过什么新闻。这一次,黑莓抱对“大腿”了吗?毕竟,留给黑莓的时间已经不多了。

抱富士康“大腿”

几经思考后,黑莓决定和富士康“在一起”。至此,有关于和联想、华为等公司的收购绯闻暂时告一段落。

12月19日,黑莓宣布,将和富士康合作,联合研发一款廉价黑莓智能机。根据黑莓方面披露的消息,黑莓与富士康签署了一份为期5年的合作协议,双方预计将在明年三四月份,销售第一款联合研发的廉价手机。这些廉价手机,将由富士康在印尼和巴西的工厂生产。

“与黑莓合作的是FIH Mobile。”富士康内部人士透露,FIH Mobile是富士康旗下非苹果手机制造业务部门,目前的合作伙伴还包括索尼和宏达电。

“今年FIH Mobile共生产了大约5000万部手机,黑莓此前的代工合作伙伴纬创资通今年给他们生产了约2000万部黑莓手机。”该人士对记者表示,“这个代工压力不算大。”

该人士表示,双方合作的第一款手机代号为Jakarta,也将搭载黑莓10操作系统。“FIH Mobile不仅仅是代工的角色,它还给黑莓提供了一套解决方案。这其中包括设计、制造、元器件采购、物流管理和成本控制等方面。”

以“设计师”身份与合作伙伴签合同,这或许给了富士康以往不曾有过的“尊严”。日前,富士康发言人西蒙·辛骄傲地表示:“与黑莓达成战略合作协议是对富士康能力和新商业模式的认可,我们不再只是代工厂商。”

股价上涨9.4%—这是与黑莓的交易公布后,FIH Mobile尝到的甜头。这个股价是也是其两周以来的新高。

这一次,黑莓看似抱对了“大腿”。

翻开FIH Mobile财报,情况并不乐观。数数FIH Mobile的家当,好像真的没多少。因为继上年同期亏损2.26亿美元后,FIH Mobile在今年前半年才刚刚实现盈利。

还有一点至关重要的是,不论公司名称多么“不明觉厉”,只要隶属于富士康旗下,就会有“代工企业”这个尴尬的注脚。

尽管近年来富士康一直在为扩大全球工厂而努力,但依旧“功不抵过”,超时用工、跳楼、群殴等负面消息多得如流水线上的机器。

这一次,黑莓真的抱对“大腿”了吗?

失控的亏损

与“代工厂”富士康合作后,股价上涨16%。这是近几年来,黑莓收到的唯一的好消息。

从最新的财报数据来看,黑莓情况确实非常不乐观。今年第三财季,黑莓实现营收11.9亿美元,同比下滑56%;净亏损高达44亿美元,去年同期盈利曾达1400万美元。

“黑莓在今年第三季度的用户数量正在以12%-13%的速度下降。”黑莓临时CEO程守宗的话看似不避“痛处”,却也值得玩味。因为在这次财报中,黑莓并未提及用户数据,以往资料显示,今年第二季度黑莓用户就已降至7200万。

就在亏得“肉疼”时,黑莓又遭到了联合创始人兼前联席CEO麦克·拉扎里迪斯抛售股票。没有比这再糟糕的了。

12月24日,麦克·拉扎里迪斯在一份监管文件中披露,他已将所持黑莓股份减少约一半,持股比例目前略低于5%,并暗示不再打算联合全盘竞购黑莓。由于麦克·拉扎里迪斯的抛售行为,黑莓的平安夜过得很“危险”。

监管文件显示,今年10月,拉扎里迪斯在黑莓公司的股权为8%,是黑莓最大的私人股东之一。他曾与另一名黑莓联合创始人道格·弗莱金考虑联合竞购黑莓。两人于1985年共同创建了黑莓公司。

根据美国知名的互联网统计、互联网流量跟踪分析和市场调研公司comScore发布的数据显示,黑莓在全球智能手机操作平台所占的市场份额从2011年7月的21.7%下跌到了2012年10月的9.5%。作为黑莓品牌的拥有者,RIM公司的市值和2009年相比已经蒸发了90%。

此外,今年9月份,黑莓曾表示将裁员4500人,约员工总数的40%。被黑莓于11月份物色而来担任临时CEO的程守宗也坦言,黑莓复兴“很复杂”。

沉浮背后

就像诺基亚是芬兰的骄傲一样,黑莓是加拿大的代名词。

第一部黑莓手机出现于1998年。一个个小小的标准英文黑色键盘挤在一起,看起来像极了黑莓表面一粒粒种子,黑莓手机的名字由此而来。RIM早期推出的产品外形与寻呼机相似,只是个头更大,并没有什么新奇。

就在2001年9月11日,黑莓的命运彻底改变了。

在“9·11”事件中,美国通信设备几乎全线瘫痪,但美国副总统切尼的手机有黑莓功能,成功地进行了无线互联,能够随时随地接收关于灾难现场的实时信息。

之后,在美国掀起了一阵黑莓热潮。美国国会甚至在“9·11事件”休会期间,给每位议员配备一部“Blackberry”,让议员们用它来处理国事。随后,这个便携式电子邮件设备很快成为企业高管、咨询顾问和每个华尔街商人的常备电子产品。

2007年1月,黑莓的命运再一次发生了变化。只是这一次,情况有些糟糕。

彼时,苹果发布了第一代iPhone。当时,RIM的黑莓高层对此嗤之以鼻,放任前者进军智能机市场,自己仍故步自封将重心放到政企客户上。8个月后,虽然黑莓股价升至历史新高,一度达到236美元,但公司已面临着关键的转折点,管理层却浑然不觉。6年后,黑莓股价只剩下区区7.22美元。其一直看好的“大客户”也未能买账,现在,美国国会众议院中,58%的人使用的是苹果iPhone,而使用黑莓的人数只有区区23%。

作为全球第一大智能机市场,中国的地位不言而喻。但黑莓在中国大陆市场占有率基本为零。这与苹果、三星、HTC以及诺基亚等扎堆拼命挤入的情景形成了鲜明对比。根据市场研究机构显示,在截至2013年10月31日的前三个月内,黑莓手机在美销量萎缩至0.8%,而在西班牙、日本以及中国市场,份额下降到不足0.1%,基本接近于0。

现在,黑莓把进军中低端智能机看成复苏的关键一步。但这一步,黑莓走得太晚了。因为这是在折戟高端市场的情况下,被逼无奈的举措。

进军新兴国家,这或许能为黑莓赢得喘息时间。但这一步走得似乎也有点晚。黑莓如同考试开考一个小时后才姗姗走进教室的考生,成绩自然不会太好。毕竟,竞争对手的实力不俗,而且,黑莓也不是天才。


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