Ali's subsidy policy adjustment, TV box market will usher in a change!




With the cooperation with numerous white-brand mobile phone manufacturers, YunOS has developed rapidly in recent years. According to statistics, YunOS shipped 1.07 million units in 2013, 9.25 million units in 2014, and 33.1 million units in 2015.

At the Alibaba YunOS Annual Conference on December 10th last year, Sino’s domestic mobile smart operating system report showed that: In 2015, the share of domestic mobile smart operating system Andrid was 81.36%, iOS share was 11.00%, YunOS share was 7.10%. YunOS has become the third largest mobile operating system.

It can be said that the achievements of YunOS can be inseparable from the contributions of many white mobile phone manufacturers. In addition to the mobile phone market, YunOS has layouts in boxes, smart TVs, wearables, and automotive markets. However, in terms of YunOS shipments, the box market is second only to the mobile phone market. Of these, in addition to shipments of more than a million Lynx box, more is from the contribution of Ali's "YunOS Alliance" within the box manufacturers.

YunOS 3.1 Coming Soon, Subsidy Policy Changes

Whether it is in the mobile phone or in the box market, in order to be able to quickly increase the installed capacity, Ali has adopted a more attractive subsidy policy. According to Core Intelligence, Ali’s subsidies for YunOS phones and boxes can be as high as several tens RMB. Obviously, this is naturally tempting for a box manufacturer whose profit is not high. Of course, Ali also has certain requirements for partners, such as the strength of manufacturers, product configuration, and shipment volume.

However, in November last year, the television box was strictly controlled by the radio and television and the impact of a large number of third-party APPs was blocked. The domestic TV box market was hit hard. Many YunOS-based boxes, including the Lynx Box, have been forced to stop serving for system upgrades to suit broadcast and television policies. Then Tmall Box quickly upgraded to the latest YunOS 3.0, but the boxes in the other "YunOS Alliance" did not upgrade to this version. So what is this?

It is understood that YunOS 3.0 may be only a transitional version, and soon Ali will launch the latest YunOS 3.1 in April this year. So Ali did not open it to the box manufacturers in the "YunOS Alliance". For these box manufacturers, it does not matter if they are not upgraded. After all, as long as they are above the version of YunOS 2.2.1, they can get Ali subsidies.

However, this situation may change with the launch of YunOS 3.1.

"The latest YunOS 3.1 may be launched in the middle of the year. After the launch of YunOS 3.1, Ali will only subsidize the use of YunOS 3.1 boxes. The previous version of YunOS box products will stop subsidizing." A professional manufacturer of electronics The factory manager of the box told Kexin.

In other words, which box manufacturer will get YunOS 3.1 first will get a certain market first-mover advantage. However, the new YunOS 3.1 system has not announced the cooperation standards for box manufacturers. What are the new requirements for the box hardware? What is the upgrade of the new YunOS 3.1 system compared to YunOS 3.0? These problems are unclear, so many box manufacturers have chosen not to move, temporarily do not push new products and continue to sell old products.

Impact on the box market

Of course, for the system update, the master chip's original task is more important. It is understood that YunOS 3.1 will change the practice of introducing different platform interfaces for different chip solutions. The new YunOS 3.1 will provide a unified standard interface to require all the main control chip manufacturers to access. One of the benefits of this is that Ali can more easily manage the YunOS box products under different chip solution platforms.

For Ali, if you want to win the domestic box market, you must abide by the ban on broadcasting. Therefore, some changes need to be made at the system level to avoid "touching the thunder."

For a long time, one of the most attractive aspects of TV boxes is the use of rich third-party applications, especially content-rich live TV programs, and many of them have been blocked by radio and television, which is equivalent to the fact that users have bought a box and they can only watch it. Something else can't do anything else. Of course, there are also users who regain the dominance by brushing the box. Obviously it took money to subsidize Ali. Naturally, he hopes that the user will come from home with the YunOS system. If the user can easily turn it into Android, it will really be a subsidy. So Ali will definitely lock the system and eliminate the flash machine.

In addition, the hardware requirements of Ali's YunOS 3.1 in the box is certainly a problem that the box manufacturers are very concerned about.

With regard to the current domestic box market, this year's 64-bit processor and 4K hard solution will become the standard for mainstream boxes. So, this may be Ali's recommended hardware configuration.

According to Xinxun, at present, several domestic chip manufacturers, such as Quanzhi, Ruixinwei, and Juxin, have all obtained the YunOS 3.1 SDK for box products. Among them, the torch core and Rockchip will soon launch a new chip for the box market (this seems to be the rhythm of YunOS 3.1 card). It is understood that Ruixin Micro's box chip model is RK3229, the specific parameters are unknown, but from the model point of view, this may be a 32-bit chip. The torch core's new box chip model is GT7, which will be a 64-bit processor that can support 4K hardware. According to the information we have learned, this year, Torchcore seems to be trying to make a big splash in the box market, and it is facing a positive battle with Rockchip, Quan Zhi, and Jing Chen. Therefore, the torch core also appears in the first batch of support for YunOS. 3.1 chip factory lineup.

In addition, according to an industry insider approaching Alibaba Cloud Alliance, said to the core intelligence, "Next, Ali's subsidies for YunOS will be reduced. Including mobile phones and boxes."

In this regard, the core intelligence also contacted Alibaba YunOS related person, the other said that at the moment inconvenience, but confirmed that the conference will be held in June, the official release of the YunOS 3.1 system. However, before this, the detailed cooperation strategy should be announced to partners. The specific time may be in early April.

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