![\"<p>Madhav](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
Now that the auctions are over, what is the strategy for marketing 5G<\/a> smartphones going forward?
<\/strong>
We already have more than 5 million 5G devices<\/a> since 2020 when we launched the 5G smartphone in India. I see the auction was very optimistic. Jio and Airtel<\/a>, I think they are gung-ho about it. It's extremely good to feel that I already have 5 million people using my 5G devices in India at this point of time. So when the network is on, there will be around 5 million people who will be able to use it. We have already started the rollout of updates after understanding what the network options were given by the telcos. So we have already started rolling out the OTAs to our phones, and we have already started testing with operators post the auctions. Even though they are 5G-ready phones, we have to make sure the bands are all connected and working. Before 5G rolls out, we want to make sure 80% of the users already have the latest OTA updates.
What are the 5G bands that will be key to delivering 5G in smartphones? Do all Realme 5G smartphones<\/a> support them?
<\/strong>
There are four or five key bands which everyone is working around, and we have support for all the bands in our phones, whichever has been auctioned in India. We are quite gung-ho about it. I think Jio and Airtel are looking to scale it up and if you really think about the way they are planning it, it will be a great opportunity not just for hardware manufacturers, but for the entire ecosystem.
Do you feel the consumers are now aware of the benefits that 5G offers in smartphones?
<\/strong>
There are not too many use cases around 5G smartphones. It was similar to when the transition from 3G to 4G happened. If you remember then, a lot of people used to ask why do we need a 4G device, but now people cannot function without the Ubers and the Olas and the Zomatos of the world. It wouldn't have been possible in the 3G era. So I think 5G is going to bring a host of opportunities, mainly through AR, VR, AI and automation and I think the virtual worlds will become closer. What is the job of the communications industry? It's bringing the people closer. I think that's what 5G is going to do more efficiently.
So use cases of AR, VR and everything will require a lot of computing power in smartphones right?
<\/strong>
The entire ecosystem will come into place. The developers, operating systems, programmers – everyone will have a new set of opportunities with the speed. It's not just about download speeds, but also about uploads and a continuous connection. I think everything will go to the cloud with 5G. People will hardly use their storage on phones and laptops, and completely move to the cloud. Cloud gaming is already popular. With the cloud, things like personalised photographs, data and everything
Realme was recently crowned as the number 2 smartphone brand in Q2 by IDC. Can you summarise your journey to reaching number 2?
<\/strong>
It was easy. The other faltered. We were doing the same thing. If you see, our numbers haven't changed much. These numbers are just an output of all the things, and there's hardly a difference over 3-5% between number one and number four. This is what I predicted last year, when market share of the number 1 brand was around 35%, number 2 was at 22%, number 3 was 17% and number four was 12%. I said next year there is going to be consolidation where everyone will be around 15-20%. That's a healthy market functioning where there are 5-6 brands controlling 70-80% of the market. I think this will keep on changing quarter to quarter depending on the supplies, demand, launches, product portfolio, consumer behavior pattern. This is not going to be an infinite story where I will always be at number 2. It's going to change every quarter, depending on various different functions.
So the growth is not very sustainable?
<\/strong>
I don't think so. When the gap is just about 1-1.5%, it's very difficult to continue to sustain that position. The only thing I can say is we will continue doing what we are doing at best. We never started in this industry to be number 1 or number 2. I wanted to make sure that consumers get the best experience. When 4G launched, everyone was rushing towards a 4G device. But by the time 5G is launched, we already have 5 million devices and will be bringing affordability into 5G. We are focusing on bringing 5G devices under Rs 15,000, trying to bring it down to around Rs 10,000-12,000. So this is what we are trying to do by the time 5G is already mature enough in the market, and the use cases come in for the people.
How difficult is it to make an under-Rs 10,000 5G smartphone today?
<\/strong>
It is difficult right now. The cost of the components and the dollar prices are always increasing. So even if you want to bring a 5G phone under Rs 10,000, you will really have to compromise on a lot of specifications, which I don't think the users are ready for, at this point of time. Just having a 5G device with no other functionality would make no sense. It may be a game-changer, but won't be a winner of the segment. It can be a good marketing call, but not good for users on a day-to-day basis. It's like an empty box with a 5G board. Users are looking for a better battery, better camera, better designs, and this cannot be compromised. While many may say the need 5G, subconsciously they also need a good camera. I may go to buy a phone thinking I need at least a good battery backup, but subconsciously, I'd want a good camera, it needs to be fast and the like. We also have to consider these subconscious thoughts while we are making smartphones.
So 5G technology will remain expensive for the masses?
<\/strong>
No, I think we have already brought one around Rs 12-13,000 and with Realme 9i 5G launching, I think the segment will see a lot more action. We are quite optimistic, and by Diwali, I think a lot of brands will target that particular price point.
So the Rs 10-15,000 range is now the next battlefield for 5G smartphones?
<\/strong>
I can clearly forecast that the Rs 10-15,000 segment will be dominant with 5G smartphones. By the end of this year, you will see 5G dominate this segment. We are also working with telcos to see how we can bring more affordability and adoption of 5G phones.
Are there plans to tie up with Telcos to offer specialised plans or something?
<\/strong>
We are already working with telcos closely for testing 5G services, along with exploring bundling offers for consumers. We have already started doing that with Airtel for our C-series smartphones. These are data add-ons, cashback, etc. Any Airtel user gets Rs 750 off when buying the Realme C30. We will try this out with multiple devices.
What is the next growth avenue for Realme, now that you have hit number 2.
<\/strong>
We are looking to sustain in the segments where we are already present. Like in AIOT, with 5G coming into the picture, there would be a host of opportunities in segments like audio wearables, tablets, laptops and TVs. These are the first things where we want to move to smart everything. We expect better connectivity with 5G between the devices and more talkability. So I think a host of AIOT ecosystems will come up very fast and these five segments will be the first ones to get upgraded.
Since most IoT devices work on Wi-Fi, are there plans in place to enable 5G support in the IoT devices?
<\/strong>
It's too early to comment on this, but yes, I think with the 5G ecosystem coming into place, everything conventional will move to smart for sure. There are a lot of things I'm planning, but it's too early to comment. We have already rolled out a tablet with 5G, where normally people use it through WiFi. What I believe is that smartphones will become the hub of the home and it can connect to multiple devices.
Do you export your smartphones from India?
<\/strong>
We started exporting from India to a few South Asian countries, and Nepal from india. We have exported more than 200,000 devices till the first half of 2022. The volumes won't be much, but we are exploring
more.
With the chipset shortage now easing, are the input costs going down for manufacturing smartphones?
<\/strong>
There are more than 300 components that goes into manufacturing a smartphone, plus there is a dollar fluctuation. Last year, the dollar value was at around Rs 74. Today it's Rs 78, so already 8% up. In this industry where every percentage counts, moving up slightly in dollar value, we get screwed trying to hold on to the same price points. It's extremely difficult doing that. You have to cut corners to manage the same pricing expectations and aspirations of the consumers. So sometimes we have to make a choice with a particular price point. Sometimes we don't cut corners at a particular price point.
Have the margins also gone down?
<\/strong>
You know it's tight because of the dollar fluctuations. We have to make sure we are healthy and sustainable because our story never ends after selling a phone. We offer three years of service to consumers in terms of the Android updates and Google<\/a> patch updates. All these things are a cost to the company.
We are seeing smartphone brands moving up the price ladder, but the volumes are still in the budget segment. What's the strategy there?
<\/strong>
The belly of the Indian market is still below Rs 15,000, but because since last year, the only chipsets available were 5G, and everybody had to move to a 5G chipset because 4G chipsets were not available, so the price points automatically had to go up. It was not the brand's conscious call, but a baptised one. We did not have a choice. If you only have 5G chipsets to work with, your phones will automatically go above Rs 15,000.
We also don't see too many 4G chipsets launching either..
<\/strong>
There will be no 4G chipset anyways, because everybody's moving to 5G R&D. When the resources are being allocated to 5G development, why would someone make a new 4G chipset? Naming a new 4G chipset will not change the perception of 4G. So it's better to upgrade the performance of the phone. But now more than 80% R&D resources have moved to 5G. This means that no new research will be done on 4G. So if the consumer needs to up their game, they will have to move to a 5G phone. So it's the brand's responsibility now to work to bring more affordable 5G devices. To do that, we have to bring more affordability options, Bring banks into the picture, tie up with operators, and take ten different routes to make sure it's affordable to the consumers.
So is the mass segment no longer profitable for smartphone brands in that case?
<\/strong>
It depends. This year, it may not be because the entire market has moved from a supply shortfall market to a demand shortfall market. No one saw that coming. We could not anticipate it would be this fast, because any such change takes some time. So this was almost like a V-turn, not even an U turn. We were still struggling to fill the gaps from supply shortage, and suddenly, as you try to bridge that gap, the demand goes down.
So how is Realme managing this sudden change?
<\/strong>
We had to take a lot of steps. Expansions had to be reviewed, production had to be controlled to make sure that we bring the latest technology to the consumer. We are launching a few latest smartphones this Diwali to make sure people don't just have to buy the older phones at cheaper prices, because some brands will want to liquidate the stocks.
With demand slowing down, did you have to face inventories piling up?
<\/strong>
For certain models, yes. We are in the same ship, but I can definitely say we are in a much better shape and situation. We always have our own struggles. Hence we are launching new models. The Realme 9i 5G launches now, and there will be three or four models before Diwali, across the mass and premium segments.
Realme has also moved up to the premium segment. Do you see a lot of conversions with that strategy?
<\/strong>
It's a step-by-step approach. We cannot expect that one model is going to work miracles and wonders. You need to have patience, and keep bringing disruptions in innovations. And also let people know that premium phones are not just about buying logos, but it's also about buying a technology piece. People buying phones above Rs 35,000 are more loyal towards logos. They are not technologically driven towards specs.
So how do you change that, or become a logo to aspire for?
<\/strong>
It's not always that. Brand is something which is always a good thing to build for a person like me sitting in this position. But I believe technology should not always be driven as a brand thing only. It should also be perceived as a thing that technologically help make your lives easier, rather than just being a piece of admiration or a piece to build your social status.
But is the strategy to go premium working for you?
<\/strong>
We have already launched three to four phones in the premium segment, and we won't be launching them if people aren't buying. But since only 20% of the market is buying premium phones, we don't expect volumes. Not even higher margins, because when we are trying to build that particular category, we are also bringing innovation and differentiation. We are not just trying to replicate things. Brands tend to keep a higher margin when launching high-end phones to make up for the affordability cost for the budget smartphones which forms the belly of the market. And affordability is a cost to the company.
What in your opinion is causing the demand to taper right now?
<\/strong>
There's no reason for consumers to upgrade a phone. If you already have a 4G phone, and going to buy a 4G smartphone again, that's not a good reason to upgrade. So unless your phone is damaged, you have no other reason. So there are no strong reasons for consumers to upgrade a phone. From the brand side, they are trying to liquidate their old stocks, without offering new innovation or technology, just providing offers and keeping higher margins. That's their only model and they are being greedy. So why would consumers just want to keep buying the same thing? Consumers also did not feel the need to move to 5G, even though brands had to move to 5G because there was a 4G chipset shortage. So brands had to give them a reason apart from 5G, for them to buy. It may be the camera, the battery or the charging speed.
Because of the tapering demand, did you have to cut down on production in the first half?
<\/strong>
No, we were the only brand that grew. That should give you the answer.
Do you expect the demand to now pick up in the festive season?
<\/strong>
It's very difficult to predict right now. But yes, festivity always comes with a spike in sales. But what we cannot anticipate or preempt right now is what would be the level of the spike. We have already increased production. We want to hit the same levels as last year.
The government is pushing brands to set up the supply chain here in India. Is Realme doing anything about it?
<\/strong>
More than 70% of the components are manufactured in India. 100% of our phones are assembled in India. Our TVs are made in india. Our tablets are soon to be manufactured here. The components which are getting manufactured in India, the ecosystem is set up by us, to set up the factories. There were more than 50-55 suppliers who have been brought here to open up shop in India to start supplying to us. We need them to help us with the technology transfer. 60-70% of Realme smartphone supplies, like screens, batteries, and internal structures, are currently purchased and manufactured in the country. In our next phase of growth, we also aim to enter into alliances with suppliers and partners to open local factories in India and contribute more to our country’s economy.
The government is also meeting stakeholders to explore options to have a common charging standard in mobile devices. What is your view on the matter?
<\/strong>
I think moving towards USB Type-C charging is probably a good move in India. Majority of our phones are already Type-C charging. But a lot of education is also required because in Type-C charging, there are also various levels of charging ranging from 10 watts to 150 watts. In India, a lot of people are still using feature phones.
Considering that the government is increasingly scrutinising the operations of foreign companies operating in India, do you feel it's harder to do business here now?
<\/strong>
No. It's not that I'm answering it diplomatically, but compliance is one part you should never mix with other factors. You definitely have to obey the laws of the land. I don't think that should be something you can mix with the geopolitical issues. I think the royalty issues have settled down now. It was clarified by the ministry also after a period of time. So the point I'm trying to say is it's important for a lot of people to get an understanding of the business. That type of ethical lobbying is extremely important between the brands and the government to understand this particular point. I think the government is taking a lot of initiatives to understand this business.
But the government is also raiding different brands and putting up huge fines on their heads to pay, so doesn't that create some uncertainty?
<\/strong>
See, there are always a lot of things which need to be explained over a period of time. There can be penalties, but maybe I'm not the right person to comment on it because I have not seen what are the type of penalties levied on the other brands, apart from the few bigger ones which were in newspapers, so I'm not aware of it. It hasn't happened to Realme as of now. Fortunately, it was smooth sailing for us, so I did not have to explain to our consumers about what's going on.
The government is reportedly working on a way to restrict Realme and other foreign brands from the sub-12k segment. What are your views on this?
<\/strong>
The government clarified its stand the very next day the story was published, that there's no plans as such. The government is focusing on three things, which are compliances, the ecosystem to be brought in India, and the exports. I was aware of this development six months before the story was published. I have been talking to the authorities, and there is no formative response we have received from them. We will focus on bringing the ecosystem to India, bringing the supply chain and increasing exports. We are already following the compliances, we have our factories, we have invested in India, we are doing everything as per the compliance laws. So we do not find any reason for imposing this. But whenever this kind of thing comes up, we are more than happy to give our understanding of the business side and our perspective. That perspective is what we can bring to the table. What are the supply chain benefits? What are the drawbacks if this happens? I got calls from all the brands when the news broke, but I did not pick any of them because I knew this was not going to happen.
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- Telecom乐动扑克News
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Realme说政府不太可能推动中国手机因为sub-Rs 12000段
“我们将专注于印度将生态系统,使供应链和增加出口。我们已经遵从性后,我们有工厂,我们已经投资在印度,我们所做的一切按照合规法律。”
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现在拍卖结束了,什么是战略营销5克未来的智能手机?
我们已经有超过500万5克设备自2020年以来,当我们在印度推出了5 g智能手机。我看到拍卖非常乐观。Jio和附近的旅馆,我想他们是雄心勃勃的。这是非常好的感觉,我已经有500万人使用我的5 g设备在印度在这一点上的时间。当网络上,将会有大约500万的人将能够使用它。我们已经开始安装更新后理解网络选项由电信公司。所以我们已经开始推出在线旅行社给我们电话,我们已经开始测试与运营商发布的拍卖。即使它们5 g功能的手机,我们必须确保乐队都是和工作有关。5克推出前,我们要确保80%的用户已经有最新的OTA更新。
的5 g乐队将在智能手机关键交付5 g ?做所有Realme 5 g智能手机支持他们?
有四个或五个关键乐队的每个人都工作,我们支持所有的乐队的手机,无论在印度被拍卖。我们是很热心的。我认为Jio Airtel正在寻求规模,如果你真的想到他们计划的方式,这将是一个很好的机会不仅对硬件制造商,但对于整个生态系统。
你觉得现在的消费者意识到好处,5 g提供了在智能手机?
没有太多的用例5 g智能手机。这是类似于从3 g, 4 g转变发生的时候。如果你还记得,很多人问我们为什么需要使用4 g设备,但是现在人们不能函数没有超级ola和Zomatos世界。不可能在3 g时代。所以我认为5 g会带来大量的机会,主要是通过基于“增大化现实”技术、虚拟现实、人工智能和自动化和我认为虚拟世界将变得近了。通信行业的工作是什么?使人们接近。我认为这就是5 g要做的更有效率。
所以用例基于“增大化现实”技术,虚拟现实,一切都将需要大量的计算能力在智能手机对吧?
整个生态系统将进入的地方。开发人员、操作系统程序员——每个人都会有一个新的机会与速度。不仅仅是下载速度,还对上传和连续的连接。我想一切都会去云5克。人们将不使用存储在手机和笔记本电脑,和完全移动到云上。云游戏已经流行。云,诸如个性化照片,数据和一切
Realme最近被誉为IDC的数字2在第二季度智能手机品牌。你能总结你的旅程到达2号吗?
它很容易。另一个摇摇欲坠。我们是做同样的事情。如果你看到,我们的数字变化不大。这些数字只是一个输出的所有东西,和几乎有差异在3 - 5%之间的1号和4号。这就是我去年预测,当第一品牌的市场份额约为35%,2号为22%,3号4号为17%,为12%。我说,明年会有整合,每个人都将15 - 20%左右。这是一个健康的市场运作有5 - 6品牌控制70 - 80%的市场份额。我认为这将改变每个季度根据供应,需求,推出,产品组合,消费者的行为模式。这是不会无限的故事,我总是会在2号。 It's going to change every quarter, depending on various different functions.
所以不是很可持续增长?
我不这么想。当只是约1 - 1.5%的差距,很难继续维持这个位置。我唯一能说的是我们会继续做我们所做的最好的。我们从来没有开始在这个行业是1号或2号。我想确保消费者得到最好的体验。4 g启动时,所有人都涌向4 g设备。但5 g启动的时候,我们已经有500万台设备,将带来负担能力为5克。我们专注于把5 g设备Rs 15000下,试图将Rs 10000 - 12000左右。这就是我们正在做的时候5 g已经足够成熟的市场,和用例进来的人。
究竟有多难做一个under-Rs今天10000 5 g智能手机?
现在是很困难的。组件的成本和美元价格总是上升。所以即使你想把5 g手机Rs 10000下,您将需要妥协很多规格,我不认为用户已经准备好,在这一点上的时间。刚刚5 g设备没有其他功能将毫无意义。它可能会改变,但不会成为赢家的段。它可以是一个很好的营销电话,但不利于用户在日常生活中。这就像一个空盒子5克。用户正在寻找更好的电池,更好的相机,更好的设计,这不能妥协。虽然很多人可能会说需要5 g,潜意识里他们也需要一个好的相机。我可能去买手机想我至少需要一个好的电池备份,但潜意识里,我想要一个好相机,它需要快等等。 We also have to consider these subconscious thoughts while we are making smartphones.
所以5 g技术仍将是昂贵的群众吗?
不,我认为我们已经把一个Rs 12 - 13000和Realme 9我5 g启动,我认为部分将看到更多的行动。我们非常乐观,排灯节,我想很多品牌将目标特定的价格点。
现在Rs 10 - 15000范围的下一个战场5 g智能手机?
我可以清楚地预测,Rs 10 - 15000段将与5 g智能手机占主导地位。今年年底前,你会看到5 g主宰这段。我们也与电信公司合作,看看我们可以带来更多的负担能力和采用5 g手机。
有打算与电信公司提供专门的计划还是什么?
我们已经测试5 g服务与电信公司密切合作,一起探索捆绑为消费者提供。我们已经开始做,Airtel c系列智能手机。这些是数据附件,超市夜未眠,等等任何Airtel用户购买时Realme C30 750卢比。我们将尝试与多个设备。
什么是下一个增长Realme大道,现在您已经达到2号。
我们希望维持在我们已经存在的部分。像AIOT, 5克进入图片,会有很多的机会在音频衣物等领域,平板电脑,笔记本电脑和电视。这是第一件事,我们要搬到聪明的一切。我们期待更好的连接设备和更多talkability之间的5克。所以我认为许多AIOT生态系统会非常快,这五个部分将第一批得到升级。
由于大多数无线物联网设备工作,有没有计划让5 g的支持物联网设备吗?
这么评论还为时过早,但,是的,我认为5 g的生态系统进入的地方,一切传统将聪明的肯定。有很多事情我计划,但还为时过早置评。我们已经推出了5 g的平板电脑,通过WiFi,通常人们使用它。我所相信的是,智能手机将成为家庭的中心,它可以连接到多个设备。
你从印度出口你的智能手机吗?
我们开始从印度出口到一些南亚国家,从印度和尼泊尔。我们有出口超过200000直到2022年上半年设备。数量不会太多,但我们正在探索
更多。
与芯片短缺现在宽松,是制造智能手机的投入成本下降?
有300多个组件,进入生产智能手机,加上有一个美元的波动。去年,在Rs 74美元价值。今天是78卢比,所以已经上涨了8%。在这个行业,每个百分比计数,在美元价值略有上升,我们得到螺纹试图保持同样的价格点。这是极其困难的。你要偷工减料来管理相同的价格消费者的期望和愿望。所以有时候我们必须做出选择与一个特定的价格点。有时我们不偷工减料在一个特定的价格点。
有利润也下降了吗?
你知道这是紧张的,因为美元的波动。我们必须确保我们是健康的和可持续的,因为我们的故事永远不会结束后出售手机。我们提供三年的服务消费者而言安卓更新和谷歌补丁更新。所有这些事情都是一个公司的成本。
我们看到智能手机品牌价格阶梯向上移动,但数量仍在预算部分。战略是什么?
印度市场的腹部仍低于15000卢比,但因为自去年以来,唯一可用的芯片组是5克,和每个人都不得不搬到一个5 g芯片,因为4 g芯片没有可用的,所以价格会自动上升。这不是品牌的意识,但一个受洗。我们没有选择。如果你只有5克芯片组,你的手机会自动超过15000卢比。
我们还没有看到太多的4 g芯片推出要么. .
不会有4 g芯片组无论如何,因为每个人都搬到5 g的研发。当资源被分配给5 g发展,为什么会有人做一个新的4 g芯片组?命名一个新的4 g芯片不会改变4 g的感知。所以最好是升级手机的性能。但是现在80%以上研发资源搬到5克。这意味着没有新的研究将完成在4 g。如果消费者需要他们的游戏,他们将不得不搬到一个5 g手机。所以现在品牌的责任工作带来更多的负担得起的5 g设备。要做到这一点,我们必须带来更多的负担能力的选项,使银行进入,与运营商,十个不同的路线,以确保它是消费者负担得起的。
所以是质量部分的智能手机品牌,在这种情况下不再有利可图吗?
视情况而定。今年,它可能不是因为整个市场已经从市场供应短缺市场需求缺口。没有人看到未来。我们无法预测它会这么快,因为任何这样的改变需要一些时间。这几乎就像一个V-turn,甚至没有一个掉头。我们仍在努力从供应短缺填补空白,突然间,当你尝试弥合这一差距,需求下降。
这个突然的变化Realme如何管理呢?
我们不得不采取很多步骤。扩张必须审查、生产必须控制以确保我们给消费者带来最新的技术。我们最新推出一些智能手机这个排灯节只需要确保人们不买的旧手机更便宜的价格,因为有些品牌想要清算的股票。
由于需求放缓,你不得不面对库存堆积了吗?
对于某些模型,是的。我们在相同的船,但我可以肯定的说我们在一个更好的形状和情况。我们总是有自己的斗争。因此我们推出新车型。现在Realme 9我5 g发射,将有三个或四个模型在排灯节之前,在质量和溢价部分。
Realme也搬到溢价部分。你看到很多的转换策略?
这是一个循序渐进的方法。我们不能指望一个模型将创造奇迹,奇迹。你需要有耐心,把中断的创新。也让人们知道高端手机不仅仅是对购买商标,但它也是买一块技术。人们购买手机上面Rs 35000对商标更忠诚。他们不是技术驱动的规格。
那么如何改变,或者成为一个标志的渴望吗?
并不总是这样的。品牌的东西始终是一件好事来构建像我这样的一个人坐在这个位置。但我相信技术并不总是应该驱动只作为一个品牌的东西。它还应该被视为一个技术帮助使你的生活更容易,而不是被一片赞赏或一块来构建自己的社会地位。
但溢价策略去为你工作吗?
我们已经推出了高档车市场中的三到四个电话,我们不会推出他们如果人们不购买。但是因为只有20%的市场购买高端手机,我们不期望卷。甚至更高的利润,因为当我们试图建立特定的类别,我们还将创新和差异化。我们不只是试图复制的东西。品牌倾向于保持利润率较高时推出高端手机来弥补预算的负担能力成本智能手机市场形成的腹部。和负担能力是一个公司的成本。
你认为是什么导致需求锥度吗?
没有理由为消费者升级一个电话。如果你已经有一个4 g手机,打算买一个4 g手机再一次,这不是一个好理由升级。所以,除非你的手机损坏,你没有其他原因。所以没有强大的消费者升级电话的原因。从品牌方面,他们正试图清算他们的股票,没有提供新的创新或技术,只是提供提供和保持较高的利润率。这是他们唯一的模型和贪婪。那么为什么消费者只是想继续购买同样的事情吗?消费者也不觉得有必要搬到5克,即使品牌不得不搬到5克,因为有一个4 g芯片短缺。所以品牌必须给他们一个理由除了5克,他们购买。它可能是相机,电池或充电速度。
由于需求逐渐减少,你上半年减少生产吗?
不,我们是唯一的品牌了。这应该给你答案。
你现在期望的需求在节日期间接?
现在很难预测。但是是的,节日总是伴随着一个销售高峰。但是我们不能预见或抢占现在是什么水平的上升。我们已经增加了产量。去年我们想达到同样的水平。
政府正在推动品牌建立供应链在印度。Realme正在做什么呢?
超过70%的组件是在印度生产的。100%的手机在印度组装。我们的电视是在印度。我们的平板电脑即将生产。获得在印度生产的组件,我们建立的生态系统,建立了工厂。有超过50 - 55供应商一直带到这里打开商店在印度开始提供给我们。我们需要他们来帮助我们的技术转让。60 - 70%的Realme智能手机供应,如屏幕,电池,和内部结构,目前购买和制造。在我们下一阶段的增长,我们也致力于与供应商和合作伙伴进入联盟开放当地的工厂在印度和中国经济做出更大贡献。
政府也满足利益相关者探索在移动设备有一个共同的收费标准。你对这件事的看法是什么?
我认为向USB c型充电在印度可能是一个不错的选择。大多数我们的手机已经c型充电。但是很多教育也是必需的,因为在c型充电,也有不同等级的收费从10瓦到150瓦。在印度,很多人仍在使用功能手机。
考虑到中国政府越来越关注业务的外国公司在印度,你现在觉得很难在这里做生意吗?
不。这并不是说我回答它在外交上,但合规是一部分你不应该混合与其他因素。你一定要遵守国家法律。我不认为应该是可以混合的地缘政治问题。我认为皇室问题现在已经定居下来。它是由商务部澄清也一段时间后。所以我想说的是对于很多人来说是很重要的,得到一个对业务的理解。这种伦理之间的游说是极其重要的品牌和政府了解这个特殊点。我认为政府采取很多措施来了解这个行业。
但政府也袭击不同品牌并将支付巨额罚款头上,所以不创造一些不确定性?
看到的,总是有很多事情需要在一段时间内解释道。可以有处罚,但也许我不是合适的人评论,因为我没有见过的类型是什么处罚的其他品牌,除了大一些的报纸,所以我不知道。乐动扑克现在它还没有发生Realme。幸运的是,这对我们来说是一帆风顺,所以我没有向我们解释消费者对发生了什么。
据报道政府工作的一种方式限制Realme sub-12k段和其他外国品牌。你的意见是什么呢?
政府澄清其立场第二天发表的故事,没有计划。政府关注三件事,遵从性,生态系统将在印度,和出口。我意识到这种发展的六个月前发表的故事。我已经与当局,也没有形成反应我们已经收到。我们将把重点放在使生态系统到印度,使供应链和增加出口。我们已经遵从性后,我们有工厂,我们已经投资在印度,我们所做的一切按照合规法律。所以我们找不到任何理由实施。但每当出现这种事情,我们乐意给我们对业务的理解和我们的观点。这一观点是我们可以把表。供应链的好处是什么? What are the drawbacks if this happens? I got calls from all the brands when the news broke, but I did not pick any of them because I knew this was not going to happen.
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