From NTT, Zhou Buqi saw a lot of industry materials.

In Japan, the market share of mobile phones sold in shopping malls and various retail stores is only 5%, and 93% of mobile phones are sold through operators.

Such proportions are extremely exaggerated.

The proportion of carrier-contracted phones in the European and American markets is about 70%.

According to NTT’s predictions, SoftBank’s first batch of iPhones will probably have around 1.2 million units.

Uh...it's already sold out.

Apple still lacks experience and has not kept up with the follow-up guarantee. It is estimated that they did not expect that iPhone 3G would trigger such an exaggerated rush to buy around the world.

iPhones are out of stock all over the world.

They all rely on two foundries in China to expedite production.

In other words, SoftBank’s subsequent orders will definitely not be too saturated. It would be good to have 200,000-300,000 new iPhones launched every month.

The annual sales volume of mobile phones in Japan is as high as 30 million.

In addition to the inherent traditional mobile phones, NTT has done market forecasts and industry analysis. The market demand for this new type of full-touch screen smartphones this year may reach 5 million to 6 million units.

The expected sales volume of iPhone is 3 million units.

There is still a market share of 2 million to 3 million...

NTT is more cautious and cannot place large orders.

It would be terrible if it fell into your hands.

The operator's customized phone cannot be returned, which is equivalent to the operator buying it from the mobile phone factory and then selling it to the consumer. If it cannot be sold, it will be in their own hands.

Therefore, NTT came up with two relatively conservative cooperation plans——

First, the exclusive sales rights of Aster mobile phones in Japan, their purchase order is 1 million units, and the purchase price is US$500.

Second, without the exclusive sales rights, they would only purchase 300,000 units, and the unit purchase price would be reduced to US$485.

This kind of cooperation model is different from Europe and the United States.

The cooperation with the operator T-Mobile in the United States is a "purchasing fee and future call fee sharing" model, which is beneficial to both parties.

If the mobile phone is too bad and cannot be sold, there will be no future share of the phone bill, and the operator can lose less; if the mobile phone sells well, the mobile phone manufacturer can get more share than the inherent purchase fee, and can make more money.

.

It is equivalent to benefit sharing and risk sharing.

The mainstream business model in the United States is this, and so is Hollywood. Big stars are also paid a basic salary, and then receive dividends from future box office. If the movie fails, the film studio will lose less; if the movie is popular, the star can earn more.

Ziweixing Electronics cooperates with T-Mobile. If the sales of mobile phones go well, a single mobile phone can be sold for 523 US dollars, with a profit of nearly 90 US dollars. But there is a risk. If the mobile phone cannot be sold, it will be lost, and a single mobile phone will lose US$100.

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Cooperating with Japanese operators is a buyout, the unit price is lower, but there is no risk.

The risk is entirely borne by the operator.

The logic behind this is market monopoly.

More than 90% of mobile phones in the Japanese market are sold through operators, which is almost a monopoly. In other words, consumers have to buy whatever operators want to sell.

Once they get the goods, it is almost impossible to throw them into their hands. They can always come up with various activities to promote the goods, and use various promotion methods to "fool" consumers to pay and sell the mobile phones.

Therefore, Japanese operators are willing to choose the buyout model. They bear all the risks themselves, but the purchase price is lower. If they make money, their profits will be more.

Zhou Buqi was not too involved in the negotiations. Zhou Shaoning and Tang Binchen were mainly talking.

Listening to the translator's communication, he was quite emotional.

No wonder Japan's traditional mobile phone industry doesn't want to change, innovate, or introduce foreign forces... It's such a big deal!

In the mobile phone market, they can do whatever they want and make money however they want.

It’s easier than making money lying down!

In this case, of course they don't want to change.

No wonder Son Zhengyi was called a traitor. This kicked over their golden rice bowl.

As for the two cooperation methods offered by NTT...

It's definitely the second type.

SoftBank is an investor in MSI, so Aster phones must be sold under SoftBank.

Talk in the morning.

Have lunch at noon.

Talk in the afternoon.

By evening, the cooperation plan was basically finalized.

NTT purchased 300,000 mobile phones, and the agreed unit price was US$502. At the same time, various Internet services of MSI Japan were connected to NTT's operating network system.

Japan’s largest operator, win!

The negotiation went fairly smoothly.

Both parties are in love with each other, each gets what he needs, and we hit it off right away.

Once you win ntt, the next step will be easy.

The next morning, I went to talk to kddi, the second largest operator, and the conditions were similar, with slight differences in details. The order purchased by kddi was for 500,000 units, and the unit price was US$498.

I just went to see SoftBank in the afternoon.

Son Zhengyi is now full of energy and contentment. His face is as red as a groom, and he can't hide the smile on his face.

His strategic planning was so successful!

It can be said that it shocked the entire Japanese business community.

At that time, Vodafone Japan was the third largest operator, but its operations were very poor, its market share was getting smaller and smaller, and it was about to be swallowed up by NTT and KDDI.

At this time, Masayoshi Son took advantage of the situation and bought Vodafone's Japanese business, which became SoftBank's operator business.

After the acquisition was completed, it was immediately tied up with its own Yahoo! Japan, and the broadband operation business came back to life that year!

The rejuvenation of the broadband business cannot satisfy Son Zhengyi’s appetite.

He also wants to start a mobile phone operation business.

Coincidentally, at that time, Apple cooperated with Motorola to launch a music phone. As a result, Jobs was furious and said that the phone made by Motorola was shit and it was a ruin to Apple's brand!

Then, Steve Jobs decided to make his own mobile phone.

At that time, Apple had no experience in making mobile phones, and was still constrained and ridiculed by traditional mobile phone manufacturers. Jobs was generally not optimistic. Son Masayoshi boldly took the initiative to find Jobs. He hoped that after the mobile phones were made, they could be the exclusive agent to sell them to Japan.

market.

This business vision is amazing.

Not much worse than Zhou Buqi's foresight.

Today, iPhone 3G is on sale.

SoftBank has indeed soared into the sky.

Zhou Buqi asked: "As the exclusive agent for iPhone, what are your expectations for SoftBank's future market share?"

Son Zhengyi smiled and said, "The impact is 30%." Then he added that when he took over Vodafone, the market share was less than 10%.

"By the way, how many years does your exclusive agency rights last?"

"Three years."

Zhou Buqi gave a thumbs up, "Then you will make a lot of money!"

Son Zhengyi smiled and said: "Same as you."

"Me?" Zhou Buqi was slightly startled, "What's wrong with me?"

Son pointed at him and then at his chest, "We are the same kind of people! You are eyeing Google, I am eyeing Apple. In the final analysis, we all have the same expectations for the direction of the next era.

.The world’s first Android phone, this brand value is not low.”

Zhou Buqi was horrified.

It seems to be true!

Masayoshi Son's success relied on the iPhone. MSI's success relied on playing Android on Google's lap. They are essentially the same.

The difference is that others rely on accurate business vision and prediction, while Zhou Buqi relies on foresight.

Such a comparison made Zhou Buqi secretly ashamed.

Son is no different from other Japanese old men. He can speak English, so communication is very convenient. He smiled and said: "You are better than me. I also analyzed Google's Android system at the time. At that time, I judged that the risk was relatively high, so I had to wait and see."

.I didn’t expect you to rush in.”

Zhou Buqi's face was not red, and his heart was not beating. "I have cooperated with Google a lot here, so I know them well and believe in their technical strength."
To be continued...