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The most difficult 618 in history, TCL won the first place in both jd.com and tmall.com shares in the TV industry

2022-06-27 00:55:00 Tech Pro

With 2022 year 618 This mid year promotion has come to an end , We have ushered in a wave of the day of the report card .

Open the summary results published on the third-party platform , Under the background of pressure on the market this year , The home appliance industry is still shining . On the list of household appliances ,TCL To the top again .

TCL Q10G Sales breakthrough 16000+ platform .

TCL 98T7E Sales breakthrough 4000+ platform .

TCL Q10G and TCL X11 Sell out directly .

5 month 31 The day is coming 6 month 18 During the day ,TCL TV won the industry ranking of sales of jd.com and tmall.com TOP1, Year-on-year growth 100%. among ,75 The sales volume of inches and above increased year-on-year 5 times ,98 The market share of inch TV exceeds 50%,Mini LED TV category has achieved the double crown of e-commerce Omni channel sales and sales , Year on year growth in sales 35 times .

TCL Its air conditioner 、 The refrigerator 、 Many smart home appliances, such as washing machines and smart door locks, have also delivered a beautiful performance answer sheet : The big screen cat's eye smart door lock has achieved the double champion of sales and sales in all channels of e-commerce 、650 The sales volume of super large capacity refrigerators with a capacity of more than liters increased significantly year-on-year 228%、DD The sales volume of direct drive drum washing machines tripled year-on-year .

end 2022 year 6 month 18 Japan ,TCL The turnover of all categories has exceeded 28.5 One hundred million yuan , Year-on-year growth 50%......

This brilliant 618 The war report , Not only let people see again TCL The strength of the , It also brings some ultimate soul torture : At a time when the market is sluggish , Why? TCL Can cross the cycle and take off against the trend ? Behind the achievements of continuous upward growth ,TCL What kind of way to break the game is hidden ?

Industry shocks ,TCL Keep sitting still “ Pin crown ”

To unravel TCL The answer to the puzzle of contrarian growth , First we need to understand a big premise . after 30 Years of rapid development , The domestic home appliance market has entered the stock stage from the incremental stage , In this context , There are more challenges and opportunities in the market .

The challenge lies in , Manufacturers not only need to face the challenge of globalization uncertainty under the Sino US technology competition , At the same time, we should also deal with the domestic economy “ Demand shrinks 、 Supply shock 、 Expected weakening ” Three big problems .

Carefully repeat this year 618 Will find , Although the platform 、 brand 、 Consumers' enthusiasm for participation is still high , However, the overall consumption environment still shows a downward trend , Some people in the industry directly joked that this year 618 yes “ The hardest thing in history ”. On the one hand, under the influence of the epidemic , People's consumption psychology changes accordingly , Strong willingness to stock up 、 Impulsive consumption is different , Now our consumption behavior has become more “ restraint ”. On the other hand, due to the rise of raw materials 、 Production is blocked 、 Logistics suspension and other factors , Many manufacturers supply raw materials 、 There is great uncertainty in factory production and logistics transportation .

The opportunity is , Consumers are becoming more and more personalized 、 Quality demand and more refined service experience , It is accelerating the optimization of household appliances 、 Product upgrading and service awareness of relevant participants .

Past years 618,“ High cost performance ” Products are often the main force in the home appliance market , But this year 618 The situation has changed . In the industry as a whole, there is a stock of mature categories 、 Under the general trend of popularization of new categories , Improving demand has become the main driving force of the market instead of the demand for new installations . In order to meet new changes in consumer demand , Household appliances are also beginning to move towards high-end products 、 Systematization is deepening .

And on the premise that challenges and opportunities coexist , Maybe we can 618 Big promotion is seen as a mirror , Use it to show the real strength of the brand . With TCL For example , from 618 Let's finish with the war report , Whether in the past or this year , On the list of home appliances TCL Always stay ahead . For many years “ Double champion ” Great achievements , It has also established its leading position in the home appliance industry .

To be the top seller ,TCL What did you do right ?

in fact ,TCL Your success is not a day's work . The reason why consumers are willing to choose TCL, In essence, it is because its products can make continuous breakthroughs in quality and experience , And support TCL The way to achieve this , From the strong underlying strength behind the brand .TCL There are two cores in the bottom strength of . First, the strategic focus of the brand , There is no bad market and environment , Only the wrong direction and strategy , Be able to keep up with the market trend , Dealing with complex challenges , Thus turning difficulties into easy ones is an important standard to test whether the long-term strategy is qualified . Second, the family background of the brand , Including scientific and technological innovation 、 Supply chain and other hard power .

Since its establishment ,TCL Along the way, I have experienced 5 A round of major changes , And there are multiple key strategies behind each round of change . By further digging , We can extract TCL The growth logic behind : Promote strategic evolution through continuous change .

Select the right direction , Tamp down the family property

1981 year TCL found .1992 year ,TCL Successfully developed and produced China's first 28 Inch color TV , Since then, it has a place in the field of color TV .1998 year ,TCL Start the first round of change —— System proposed “ Business change ” The concept of , Achieve a successful transformation from a start-up to a modern enterprise .

The second round of change began with 2002 year —— Put forward “ Globalization ” strategic , Dare to go out , And dare to go out . At the time ,TCL The sales of color TV sets reached the top , With the help of China to join WTO An opportunity to ,TCL Officially started the journey of globalization .

initial stage ,TCL At cost 、 efficiency 、 Quality advantage to obtain orders for processing of foreign brands , Accumulated original capital and industrial capacity . after ,TCL Factories have been established overseas , And set up a branch , Operating in the international market , The products are sold all over the world .

2009 year ,TCL Invest in the construction of its own semiconductor display industry, Huaxing optoelectronics . This is a decision that the amount of investment is far greater than that of international M & A , The establishment of csot not only broke the long-term monopoly of Japan and South Korea in the field of semiconductor panel manufacturing , This rewrites China “ Core less screen ” history , Also let TCL Realize overtaking on curve , Finally, it stands high in the transformation of market pattern .

In recent years ,TCL It also complements the ecosystem in intelligent terminals , Adjust the product structure and strategically rearrange .

First of all AI×IoT strategic . In the home appliance business ,TCL Always keep your head on , But in recent years, with the impact of digital life , Young people hope that home appliances can be smarter 、 more “ understand ” own . And to do that , The home appliance industry must move towards systematization —— A one-stop solution for integrated products , Meet consumers' demand for all household appliances 、 The needs of all home scenarios .

in fact , Over the past few years TCL Spent a lot of money and energy on the research and development of intelligent and connectivity technologies , Just keep diving underwater , To 2019 Formally put forward in AI x IoT After the strategy ,TCL Of 5G 8K Zhiping 、 Whole house AI Only when IOT and other products and technologies finally have a suitable opportunity to be introduced . Now three years later ,TCL Lingxi C12 The whole series AI Home appliances really focus on the essential needs of users , adopt TCL Large screen strength 、 The chip capability of Zhonghuan semiconductor and Honghu AI Ability , It has explored a sustainable development path for the home appliance industry .

The second is Mini LED strategic . As early as 2017 year ,TCL Start layout “ Next generation display technology ”Mini LED Technology research and development , And in 2019 The annual rate is realized first Mini LED Mass production of TV .2020 year ,TCL With the global Mini LED Television surpasses 90% Share of sales , Realize the product 、 technology 、 Three sales leads . at present ,TCL Of QD-Mini LED The technology has covered 12 Technical fields , Have 48 Core technology control points 、470 Item patent , And sit on 9 Big industry leaders , Reached the leading position in the product 、 Leading technology and sales . Besides ,TCL Mini LED The TV product line fully covers different price segments , It can meet the diverse needs of different users .

And Mini LED There is also the super large screen strategy .2019 year ,TCL Put forward “ Super large screen strategy ”, Through continuous R & D and investment, we have solved the supply problem of large screen panels that perplex the domestic supply chain , And take the lead in completing the layout of the super large screen product matrix by virtue of the first mover advantage .

It is worth mentioning that ,2021 year 9 month TCL Also launched a “ Sunrise plan ”—— some time 5 It will invest more than 200 RMB , At the smart terminal 、 Semiconductor display and materials 、 Semiconductor photovoltaic and semiconductor material industry , Build industrial ecology with global partners , Draw a grand imagination space for the future of the smart home appliance industry .

Cultivate internal skill , A strong man is a strong man

Since birth ,TCL Never stopped exploring the future , from TCL The dominance of ACE TV , To the global leader in the field of semiconductor display and new energy photovoltaic , Consolidate terminal advantages and then climb up the industrial chain , Every step is facing difficulties . And no matter how difficult the road ahead is ,TCL Always focus on users , Take strategy as the guide , In constant change and innovation , Use technology products with temperature , Redefinition “ People and home , Home and home appliances ” The relationship between .

Now it seems ,TCL Be able to work for several consecutive years 618 Greatly promote the achievement , And this year 618 Standing at a new height , Perfectly show the accumulation and strength of big country brands . This may be more than a simple 618 victory , More like a triumph of faith : Dare to be extraordinary , The strong are not born strong , But in the years , Grow into a strong man . this sentence , Apply to TCL, It is also applicable to the increasingly strong Chinese intelligent manufacturing .

just as TCL Big country brand documentary 《 Time 》 What Lidongsheng said :“ I used to look up to my followers , Become the leader of global technological innovation . This is Germany a hundred years ago 、 Fifty years ago in Japan , The stories that have taken place in China in the past ten years . Everyone has been laughed at , But when you go from weak to strong , The world has seen it .”

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