Does LeTV make great efforts to save cool?

On the evening of August 5, Cool Group released a major board member change, and Guo Deying, executive director and chairman of the Board of Directors of Coolpad, resigned from his position on the board of directors. The successor was Jia Yueting, the founder of LeEco. Subsequently, LeTV announced that Jia Yueting and Liu Hong, deputy director of music will act as Cool executive director.

The move marks the eventual completion of LeTV’s acquisition of a 3 billion yuan deal to buy Cool, and the news that Guo Deying will withdraw from Coolera for more than two months is confirmed. Cool will be an important part of the "dual-brand" strategy and will enter Jia Yueting's Levision era.

In this regard, the heart of Rock has the following conjecture:

1. As the music enters the mobile phone market later, relying on its own ability to develop the supply chain, R & D, manufacturing will lose a great deal of time and opportunity costs. This is just like why 360 chose to buy shares in Coolpad, to purchase Dashen Brand, and to introduce the Great God Mobile Team, all in order to gain time.

Xiaomi company reached its peak in 2014. Lei Jun has always said that there is no factory or light company model to allow Xiaomi to run faster. However, Xiaomi 5 and Red Rice Note have all been delayed due to the short supply of millet in supply chain management and manufacturing, and they are always out of stock.

Therefore, Xiaomi's supply chain was started in 2016. Lei Jun personally ran the core supply chain CP, such as chips, screens, and memory.

LeTV, like Xiaomi, is a light company. It is very important to complete the supply chain, manufacturing, and R&D shortcomings as soon as possible. Otherwise, this long-distance race will certainly have no chance of winning.

2. Will LeTV rejuvenate Coolpad? The answer may be NO. Because any company does not have the ability to operate two brands at the same time, after Cool has been included in the LeTV system, it will gradually dilute the cool brand until it disappears.

After the integration of Cool, LeTV will soon be leading the launch of a new brand of eco-phones called Cool. The vision of Jia Yueting is the market pattern of LeTV + Cool vs. Huawei + Glory and OPPO + VIVO. Just how does LeTV and Coolpad do different brand positioning and price differentiation?

Huawei and Glory, OPPO, and VIVO have become rivals. If Jiayoting's plan is followed, what is the relationship between LeTV and Coolpad?

3. What LeTV wants is Coolpad's patented technology, supply chain, manufacturing capabilities, operator channels, and related talents. After this, LeTV will be able to expand overseas, increase manufacturing capacity and R&D capabilities, and have the strength to enter the market of more than 1,500 yuan.

Now that LeTV and Coolpad have been in the market below 1500 yuan, this market has no profit, and only if it enters 1500 yuan or more will it have profit margins. The next mobile phone market, only high-priced mobile phones have a brand, only profit, in order to survive.

LeTV's low-cost model must be changed, and see whether Cool's supply chain, R & D capabilities can help it to high-end?

4. LeTV integrates Coolpad or will face the massive loss of cool employees, cultural conflicts among teams, and other challenges that any new merging company will face. LeTV's ability to activate Cool's R&D and manufacturing capabilities is mainly based on the quality of integration.

For example, after the 360 ​​integration of the Great God team, the Great God team left the company on a large scale, and the Great God brand disappeared completely, and watched LeTV's integration with Cool.

Liu Jiangfeng, a former Huawei mobile phone, was appointed by Jia Yueting as "chairman of the board of directors." Some people say that this is Liu Jiangfeng's internship position as a cool CEO. So what is the relationship between Liu Jiangfeng and Letv Feng Xing, and what kind of position does Jia Yueting occupy in the heart?

5, the mobile phone market has entered the second half of the competition, that is, go online from the line. Whether it is Cool or LeTV, there is no competitive advantage in offline channels. Cool has always focused on operators, and LeTV is focused on online, so this biggest short board still cannot be made up.

This piece of Huawei, OPPO, VIVO, Xiaomi has been in a crazy layout, which competition is the experience and funds, LeTV can quickly deploy funds under the mobilization of funds is also unknown.

Liu Jiangfeng set a three-year, three-year strategic goal for Coolpad. The first "one", five years Cool Mobile phone over Taiwan. Second, five years back to the industry. Third, the five-year cool market value exceeded 100 billion. LeTV is a target of 100 billion US dollars, and Cool is 100 billion RMB.

Dear readers, do you think Cool can be implemented?

This article from the Tencent News client from the media does not represent Tencent News's views and positions.

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