Revisiting Future Path

Chapter 145: Hobble forward

146 On Jianxi Lake

What is really worthy of caution is the supply of components.

From 2003 to 2004, the momentum of domestically-made mobile phones, which were advancing by leaps and bounds, suddenly came to a halt. In addition to the low-intensity patent war, the most important factor was the supply chain crisis. LCD screens, crystal oscillators, LCD connectors and controllers, these three key components were extremely scarce at the time, causing many manufacturers to be depressed and cut new models.

However, this is just a business strategy.

Take the mobile phone LCD screen as an example. In the first half of 2004, the LCD screen was the most scarce core accessory, which indirectly drove the stock prices of BOE, Shenzhen Tianma and other companies to rise; in the second half of 2004 , The LCD screen suddenly ushered in a big dive, changing from shortage to surplus in a very short time.

In order to try to avoid the deterrence of component blockade, Zhuwei company actively develops the domestic industrial chain. At the turn of 2004 and 2005, it was learned that BOE was preparing to increase investment in Yanjing BOE Hyundai Co., Ltd. and actively expand the mobile phone TFT-LCD liquid crystal display market. I wish to immediately invest funds to express support and try to establish a strategic alliance with BOE. As long as BOE can guarantee that its LCD screens meet 90% of the quality requirements of Zhiyu Technology, Zhiyu Music and subsequent models will give priority to using BOE products instead of importing from Epson and Sharp.

The cooperation with BOE instead of Sharp proves that the quality of Zhiyu Music is very limited.

There is no alternative.

In terms of component manufacturing, China started late and was inevitably constrained everywhere.

Zhiyu can underestimate the patent threat, but cannot ignore the shortage of components.

Knowledge is knowledge, and tools are tools.

Knowledge can be transformed into tools, but it takes time to make up for shortcomings.

At this moment, even if Zhiyu comes up with high-level chip design, TSMC and other foundries will not sincerely cooperate with Zhiyu. Subject to the control of international capital and the political climate of Wanwan Island, when TSMC established a factory in Songjiang, Shenhai, to compete with SMIC, it made it clear that it would not put high-end mainstream technology on the mainland.

The difficulty factor is too high to fight the entire electronic information industry alliance by oneself, and it is not Wei Dongsheng's style of acting. Wei Dongsheng is more willing to run the rain quietly, eroding and changing the status quo of China's electronic information industry.

Therefore, Zhiyu unites in the ARM camp in the Nation series of chips, uses the one-way information transparency advantage of computer intelligent life facing the world, and strives to learn from the products of international counterparts, trains employees familiar with chip design in batches, and provides low-cost advantages to domestic mobile phone companies. Integrated solutions.

Zhiyu insisted on the courage to hit the stone with the courage of the Leader series of chips, discarding X86, ARM, MIPS and other architectures. Wei Dongsheng personally wrote the dynamic instruction set SML (State_Machine_Leader) architecture based on the unified software and hardware concept of computer intelligent life. The SML architecture is a new concept architecture. After targeted optimization for mobile phones, its efficiency in all aspects is higher than that of ARM. Unfortunately, dragged down by the industrial chain, SML appeared in 2005 just like GSM mobile phones returned to the 1980s. Zhiyu Leader5520's baseband chip integration solution not only needs to continue to pay patent license fees, but the efficiency is only 80% to 85% of the current mainstream high-end chips.

In terms of performance parameters, Zhiyu Music does not have any advantages.

Zhiyu Music is contemporary oppo and vivo.

Of course, just like oppo and vivo, Zhiyu Music also has its uniqueness. Zhiyu Music’s advantage is "Music", focusing on music phones, Leader series chips, Zhiyu operating system, music software applications, etc. Wei Dongsheng optimized it with the aid of computer intelligent life. Zhiyu Music supports all music formats that do not involve copyright issues. If users want to fill in the shortcomings of music formats involving copyright issues, they can search for "software patches uploaded by enthusiastic netizens" in Spring and Autumn. Rest assured, the level of enthusiastic netizens is very high, and they can try their best to solve all problems at the software level.

Even if there is no mobile phone call, text message and other functions, Zhiyu Music is an MP3 player with a super experience.

Perhaps because of the proper positioning, the first mobile phone, Zhiyu Music, released by Zhiyu Technology, went on sale from the end of June 2005 to the beginning of September 2005, and has cumulatively sold 600,000 units. In the era of more than 1,000 yuan for mainstream models, Zhiyu Music can sell 600,000 units at a high of 3,650 yuan, which is already very good.

Some people may accuse Zhiyu Music of being black-hearted for money, not as good as Nokia and other high-end products, but selling as expensive as them. However, for products with a brand-new architecture like Zhiyu Music, in the absence of support from the industry chain, it is definitely a dead end to take a low-price and low-profit route. International counterparts can exhaust the enemy's tactical Zhiyu technology with exhaustion after supplying three-to-five cards and one-card components. Rather than being constrained by the supply of components, Zhiyu Technology should take the initiative to reduce the number of models and reduce the low-profit sales volume, and build a closed industrial chain like Apple.

Since the integration plan is not good and the industry chain cooperation is lacking, the Leader series chips are simply self-produced and sold, and the door is closed to play.

Zhiyu Music focuses on the high-end market, and Nation series chips unite in the ARM camp to provide domestic mobile phone companies with cheap and beautiful chips. Domestic mobile phone companies are used to focusing on the low-end market and have no interest disputes with Zhiyu Music; domestic mobile phone companies rely on Nation series chips to reduce costs, so they have successively established deep or shallow interest alliances with Zhiyu and jointly negotiate with international counterparts. Reform the patent authorization mechanism and reduce patent fees.

Of course, these are just defensive strategies.

In order to avoid patent disputes to the greatest extent, domestic mobile phone companies often choose to cooperate with international giants. For example, Ningbo Bird, which ranked the ninth largest mobile phone manufacturer in the world in 2004, has in-depth cooperation with Sagem of France; TCL acquired the mobile phone business of Alcatel of France.

Wei Dongsheng started to lay out the industry very early, making Zhiyu Group hold 25% of Chunqiu Network. Chunqiu Network was valued at US$89 billion, and Zhiyu Group immediately obtained more than US$2 billion in net assets.

In order to avoid patent disputes and to actively integrate into the international market, Zhiyu Group decided to follow the example of Bird and TCL, realizing 25% of Chunqiu Network's equity to acquire the mobile phone business of international giants. Just as Siemens was puzzled by the lack of hope in the mobile phone business, Zhiyu, following BenQ of Wanwandao, also filed an application with Siemens to acquire its mobile phone subsidiary. Zhiyu offered a higher price, and Siemens was jealous of the Huaguo market. They did not want to use the opportunity of selling mobile phones to obtain shares of Zhiyu. The two parties quickly reached a cooperation intention.

Unexpectedly, something unexpected happened.

Zhiyu just reached a cooperation intention with Siemens, and the United States suddenly stopped the acquisition on the grounds of affecting its national security. Siemens' mobile phone business subsidiary is in Germany, and Zhiyu acquires German companies. What does it do with the United States? It is a pity that the United States has the confidence to do whatever it takes to dominate the world. The United States said that it would stop the transaction, and the German government immediately rejected the previous approval like a pug and asked Siemens to suspend the transaction.

It is not in Siemens’ interest to suspend the transaction. Siemens, while actively mediating on the surface, used the United States as an excuse to extort more shares from Zhiyu. Wei Dongsheng understood at the time that Siemens was equally uneasy and kind. If Zhiyu transfers a large number of shares to Siemens and makes Zhiyu Group a half-equity joint venture or foreign-owned holding, this acquisition will definitely go smoothly.

The acquisition of the mobile phone business of an international giant is just a strategic plan to get out of China.

Zhiyu's autonomy is fundamental.

How silly to sell yourself in order to get out of China.

Wei Dongsheng did not hesitate to reject Siemens' blackmail, and then Siemens threatened to resell the mobile phone business to BenQ while continuing to negotiate with Zhiyu to test Zhiyu's limits. The setback of Zhiyu's acquisition of Siemens' mobile phone business reminded Wei Dongsheng that Zhiyu has become a fat meat in the eyes of international giants and he has also been on the blacklist of the United States as a potential threat.

Zhiyu has been pushed to the world regardless of human will.

However, it is not too late to make up for it.

Next, while continuing to deploy domestically, Wei Dongsheng also has to devote a certain amount of energy to global deployment. Using Jack Ma's "West Lake Sword" platform to meet Clinton in advance is the first step for Wei Dongsheng to formally deploy the world.

On September 10, a week later, Wei Dongsheng arrived in Hangzhou on time.

Wei Dongsheng first joined Ma Huateng and then came to the venue side by side. Since the summit mechanism was not suitable for private communication with Clinton in advance, Wei Dongsheng put aside the idea of ​​chatting and laughing with Clinton and turned his attention to other guests present. In addition to Wei Dongsheng, Ma Huateng, Ma Yun, former U.S. President Clinton, the important guests participating in the fifth "West Lake Sword", there are also NetEase head Ding Lei, Sina President Wang Yan, Sohu head Zhang Chaoyang, Yahoo founder Yang Zhiyuan, Economist Zhang Weiying et al.

Zhang Weiying presided over this small forum, first reviewing the history of West Lake Lunjian, and then offering a topic: "The next two hours are very long. I will first let everyone briefly introduce five to ten minutes to talk about why you make money. ...Chaoyang, you came to participate in the "West Lake Lunjian" in the first session, so I want to ask you to talk first."

Zhang Chaoyang spoke in general for a while.

Zhang Chaoyang's Sohu and Sina are competitors, and the host's topic immediately turned to Sina President Wang Yan.

After that was Ma Huateng. When Ma Huateng approached the end, he didn't know what circle he was turning in his head, and he suddenly nagged: "I think we can do something to increase the value and give users a tangible return. The most fundamental thing is not to take Copy something from abroad."

Zhang Weiying was a little dazed, and asked Ma Huateng: "Your last sentence criticized them for the original?"

Ma Huateng is not good at words and denies crampedly: "No."

Zhang Weiying was unwilling to be troublesome and prepared to go around this. However, Zhang Chaoyang, the head of Sohu, was not polite and counterattacked Ma Huateng without naming names: "I belong to the returnees, and everyone has a different starting point. The northern faction is more ambitious and does news. , Doing media, doing research; Nanpai made some stuff on the ground and was busy making money."

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