Let's see cross-border music caused by a group of wolf dance has finally come. Recently, Dr. Peng’s subsidiary, Barley Technology, released the world’s first operator TV barley TV. Zhou Liuqing, general manager of Barley Technology, stated that “Barley must become the disruptor of LeTV.†During the entire press conference, Zhou Liuqing did not hide the contrast between barley television and LeTV. According to the banner of barley, it is regarded as music, and it is Leche's cheese. But behind the lively trusses, passive cheese may be spectators.
Different from the previous smart TVs, the main concept of the barley television split is divided into three TVs, the display screen, the remote control, and the main box that contains the main components and the main board. The user can upgrade the hardware and software without replacing the screen, as long as the cost of the main box is paid.
Prior to this, the main representatives of Internet TV were Xiaomi TV and LeTV. Among them, super TV was particularly strong. In 2014, the sales volume of Super TV exceeded 1.5 million units, and the proportion of online sales remained stable at over 20%. Although LeTV’s super TV project is still in the stage of investment and consumption, Jia Yueting, the head of LeEco, has built a vertically integrated ecosystem with the hardware and software portfolios of the film industry, video websites, and TVs, mobile phones, automobiles, and Le Xiaobao. The market has been making waves. The same is a listed company. Barley has no video, but it has broadband, so it tells a different story. Dr. Peng is the Great Wall Broadband parent company. Dr. Peng also displayed barley products at the same time he launched Barley TV: Super routers, barley boxes, barley super broadband, and currently covers 70 million households. Zhou Liuqing believes that “relative to LeTV’s change of market for content, the advantages of barley technology come from the parent company Dr. Peng’s broadband users and broadband resources.†He also pointed out that “LTV has adopted the 'low price + content service fee' Strategy, and barley owns 'free TV+broadband'. As a result, 100Mbps and Gigabit broadband speeds and ultra-low prices are more attractive to users."
From the perspective of barley's performance and price, LeTV should be careful. Barley 55-inch 4K TV different package prices were 3333-6999 yuan, tied Gigabit broadband is equivalent to white TV. The game that does not rely on hardware to make money is no longer a special item for LeTV. Internet players know that wool is on pigs. And like the vertical ecology of LeTV, barley TV is just a port. Dr. Peng is advancing the "cloud management end" strategy from broadband access and backbone metropolitan area network, IDC to TV boxes, routers, and TV terminals to achieve a comprehensive business transformation from traditional telecom operators to integrated service providers. , layout O TT market.
Of course, LeTV is not to be outdone. The response of LeTV's chairman Jia Yueting is: Dr. Peng and Hisense, and even Samsung, cannot compete with LeTV because it is a hardware-integrated company. LeTV has a huge advantage in using multi-tiered business models to deal with companies with a single business model. If LeSpot Ecology has sufficient resources, it is difficult for a single company to compete. Southern Dujun was informed that LeEco had 55-inch TVs of the same specifications to be released later. At that time, the two homes were again a lively topic.
The lively excitement, if it is millet, music as Internet companies cross-border play, Dr. Peng's entry means that around the smart home, the industry chain may have different links to TV, to the hardware market to test the water. New entrants do not rely on hardware to rely on software, content, or broadband services to make money. It will be a standard "standard". It will not be LeTV or Xiaomi, who will be the first to cross-border test the water, but the traditional TV companies whose transition pace is still slow and even unclear. Although less than 2 million units of LeTV and Xiaomi are merely leaders compared to the sales of more than 40 million TVs in the Chinese market, their damage to the original business model is obvious, and the decline in the average price of TV has exceeded the original expectation. Lowered the profitability in 2014. In the future, TV may present a variety of players and profitable models that challenge the imagination. It is really fun and cruel to think about this.
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