The Millennium Semiconductor Survival Guide.

Chapter 231 Mobile Phone Turnkey Solution (6K)

After Zhou Xin came to this era, he only had one feeling, that is, there are opportunities everywhere, and it is difficult for an era with so many opportunities to reappear.

The blowout of technology concentration in the 1990 years from 2020 to 30 has brought a lot of dividends to the countries participating in the economic globalization chain, and members of these countries have also enjoyed the dividends.

As the biggest beneficiary country in the last 30 years of the past 20 years, Huaguo has relied on the tide of the times to change the destiny of themselves and even their families.At that time, hard work and rewards were likely to be directly proportional, and young people who did not enjoy the dividends later would be dissatisfied with their hard work and barely survived.

This is especially true in the Internet field. Now the Internet field is not even one-third of the demand that people have discovered, and if the mobile Internet is included, it is not one-tenth.

After Zhou Xin heard the host's question, he fell into memory. He was very glad that he chose to go abroad to start a business after he came to the turn of the century.It is an important measure to effectively avoid unnecessary disputes after successfully completing the golden body shaping abroad and then returning to China to run a business.

If you start a business in China, you first have to face regulatory uncertainty, and then you have to face a lot of unknown risks. Finally, even if you succeed, the valuation of Internet companies of the same size, Huaguo Enterprises, is much higher than that of American Enterprises. Valuations are much lower.

Zhou Xin regained his wandering thoughts, and said: "I think the entrepreneurship and problem solving of Internet companies have the same logic.

A problem will have different solutions in different environments, and the underlying logic between different solutions may be the same.

If you want to achieve your goal, you need to grasp the core contradiction.A very simple example, why in the wave of Internet that emerged after 95, is also e-commerce. The rise of Huaguo is the foreign trade e-commerce website like Alibaba, while the rise of American is eBay and Amazon. Personal e-commerce site?

This is because the needs of the two countries are different. Most people in Huaguo do not have computers, do not know what the Internet is, do not believe in online shopping, and lack the demand for online shopping, while the foreign trade industry has this demand.As for American, the largest consumers of American are the nationals of their own country. The cost of their local products is high, and only developed countries can afford such high prices.

Therefore, the target users of American's e-commerce website are domestic consumers, so their business form is a B2C model for individuals, while Huaguo's e-commerce is concentrated in the field of foreign trade, and domestic consumers are not familiar with hardware or concepts. It supports electronic shopping, so the business form of Huaguo e-commerce is a B2B model for enterprises.

The same problem, e-commerce needs to connect the consumer end and the manufacturing end, and the difference in the consumer end leads to a completely different e-commerce business form between Huaguo and American.

This is the difference caused by different consumer groups, as well as differences caused by different policies. For example, it is also a question-and-answer community. American has electronic payment, so Quora can do paid questions and answers. There is no electronic payment in China. If you rely on the point card model, you can pay Q&A has no way to scale.

Therefore, on the Internet, it is necessary to conduct targeted analysis for different situations.

Rather than saying that I can understand the needs of Chinese and American people in the Internet field at the same time, it is better to say that I know some underlying logic, and then I can conduct specific analysis for different situations.

Huaguo’s product managers can reach the same level as me after training. Over the past few years, Huaguo’s companies have also gone overseas one after another, such as Tencent and Alibaba. Communication software, I just gave the initial idea.

After training, they have a much more accurate grasp of the needs of American companies from the product side than I do. Not only are they more accurate than me, but they also beat competitors in the same industry to the ground. You must know the competition in the same field. The opponents are giants like Microsoft, Yahoo, and AOL.

The same is true for Alibaba. They mainly help American’s supermarket chains to build online shopping websites. The online shopping website itself does not make money, but Alibaba can quickly establish contact with customers in the process of building an online shopping website. American's supermarket chains have built bridges with Huaguo's foreign traders, turning these supermarket chains into customers of Alibaba's e-commerce business.

This is great.

Judging from the experience of Alibaba and Tencent going overseas, the ability to solve problems is common. Internet companies in Huaguo can achieve the same level of success overseas as they do domestically after clarifying what problems they can help overseas users solve.

Of course, I would like to give a piece of advice to domestic Internet companies here, that is, it is very good to go overseas, this is a blue ocean market, and you can enjoy a lot of dividends, but it is best to go to countries with sound laws and regulations, and some countries with weak laws and regulations , There is no way to bring back the profit after going there. "

What I'm talking about here is Ah San, you can't bring it back if you make money, not only Huaguo enterprises, but European and American giants don't ask for anything from Ah San.For foreign investment, Huaguo's business environment scores 90 points, while Asan's business environment score only 30 points.

In the past year, after supporting Alibaba to go overseas, Alibaba has also brought unexpected benefits to Zhou Xin, that is, Alibaba and Xinyun's matching style of play.

American has some supermarket chain brands, and their strength in informatization is relatively weak. To establish an online shopping website, it also involves high concurrent functions such as online payment and online delivery for users, and the demand for network and bandwidth is relatively high.

New Cloud's pre-sales team will come out at this time to settle accounts for the enterprise and choose New Cloud's public cloud service, which can achieve the goal and reduce the cost by at least one-third.

And support you to dynamically expand according to demand at any time.

This also brought the first batch of enterprise customers to the new cloud. Previously, the customers of the new cloud were mainly individual developers.

As for why Tencent can’t bring customers to Xinyun, it’s because Tencent’s enterprise QQ involves a large number of sensitive information of enterprises, and it’s difficult for enterprises to rest assured to put this part of data on the public cloud.

The host continued to ask: "Mr. Zhou, what you said already belongs to the field of methodology, not only in the field of Internet products, we can also establish similar solutions in our lives to deal with different difficulties encountered in our lives.

Just now Mr. Zhou mentioned that Internet companies go overseas, and he also cited two Internet companies that have achieved great success in going overseas, Tencent and Ali.

We all know that there are emerging investments behind these two companies, that is, Mr. Zhou’s investment. We will ask you one by one. I would like to ask you how you made choices in the process of investing in companies?

Which type of company do you prefer?
When the first Internet Conference was held that year, you met with entrepreneurs of Internet companies one by one at the Yanjing Marriott Hotel, and the matter of setting investment quotas and shareholding ratios one by one has become a good story today. They are all living well and doing well, and even 20.00% of them have been successfully listed.That's an amazing ratio.

At the same time, companies like Shanda, Alibaba, and Tencent have higher valuations than many listed Internet companies.

And among the companies you rejected, some Internet companies that seemed to be in full swing in the past, have either closed down or are far from the momentum of the past in the past two years.

I believe that not only I am interested in this question, but the audience in front of the TV is even more interested in this question. How do you choose the companies you want to invest in, and which characteristics of the companies you value more? "

Seeing that Zhou Xin was thinking, the host continued to say after a pause: "You just mentioned that the emerging investment is operated by domestic managers, but the early investment projects are selected one by one by you. Quite experienced, you can talk about experience, or talk about interesting things in the past."

Among the companies that Zhou Xin invested in at the end of 1999, Sohu and Netease were successfully listed. However, Yitang.com, which had a huge momentum at that time, had already closed down, and Sina's life was far worse than before.

The macroeconomic environment is too bad. There is only a short time window between the recovery of Nasdaq and the crash of the Twin Towers to allow Internet companies in Huaguo to go public. Sina missed this time window, resulting in them not being listed.

It is not unrelated that they did not go public and that Zhou Xin did not invest, and there was no Zhou Xin's certification behind them.

While Sohu made a double attack in the question-and-answer community and search engine fields, NetEase made a big splash on mailboxes and portal websites, resulting in a constant decline in Sina's market share and user stickiness.

After Mphone entered the Huaguo market, the microblog to be launched directly dug up the foundation for the survival of Sina's future generations.

Zhou Xin judged from the public information that if Sina did not seize the opportunity, according to the current development trend, it would collapse in at most three years.

For Internet companies, especially Internet companies without profitability, going public is very important. Going public means that you can obtain low-cost funds and be able to survive until you find a profit model.In the incremental era, losses can survive. In the stock era, Internet companies with many users cannot tolerate losses.

Even the level of Twitter, which can be said to be an overseas national-level application, can limit the number of users to view after being acquired by Musk, and only pay to view more posts.

If Zhou Xin came back in 1998 a few years later, he would probably have the illusion that he had seen him for a long time.France began to blame social media and video games for spoiling young people, and Twitter began to carry mandatory fees.

Zhou Xin replied: "I am more of an intuition. From my personal point of view, I judge whether I like the products of this company. This is the first."

Zhou Xin didn't want to talk more about this issue at first, but after thinking about it, it would be good to talk more about this issue to bring overseas investment institutions into the pit.

"The second is the founder team. I will judge how the founder team is, because in the last few days of 99, I met the founders of these Internet companies one by one at the Marriott Hotel. We had a long chat. Will judge from the small talk whether the founder of the company has what I think of as an entrepreneurial trait.

After the two points are satisfied, I will give a valuation based on the user scale, current situation and historical valuation. Because I am relatively rich, I will be very willful.

At that time, the most valued company among those companies was only 2000 million US dollars. Even if I doubled the valuation, 4000 million US dollars was nothing, and the prices I offered were relatively high.

Because I just finished bragging at the Internet Conference the day before, saying that I would invest one billion US dollars in Internet companies in Huaguo, so when I talk about investment later, I will even give a higher valuation on purpose. "

In the talk show, usually Zhou Xin pauses for more than three seconds before the host continues to ask: "Actually, when we look back now, among the companies you invested in back then, you don't really care whether they have benchmarks in Silicon Valley. enterprise?
Because as far as I know, when overseas venture capital institutions invest in Internet companies in China, the most important thing is whether they have a benchmark company in Silicon Valley. If they have a benchmark company in Silicon Valley, whether the Silicon Valley benchmark company has been listed. What is the valuation.

Almost all overseas venture capital institutions base their valuations on this logic. "

Zhou Xin shook his head and said: "I don't value this. Entrepreneurs in Silicon Valley are also human beings. Entrepreneurs in Huaguo are no worse than entrepreneurs in Silicon Valley. It is not in Silicon Valley that Huaguo can have them.

For example, enterprise instant messaging software, Huaguo had it first, and then Internet companies in Silicon Valley began to imitate their own enterprise instant messaging software.

I never refer to this indicator.

I mentioned earlier that there are common needs in foreign countries and domestic countries. I don't think foreign Internet companies have exhausted all these needs.

In the past, even if all Internet companies around the world were counted, they only tapped a small part of human needs.Huaguo enterprises can also be bold and innovative. If you have capital needs, just come to find new investment. We will not not invest because your business model does not exist in Huaguo. "

The host applauded. From the conversation just now, the host realized that Zhou Xin is full of confidence and has his own thinking and persistence in things. From his past interviewees, Zhou Xin has enough potential for success.

The host said: "It can be seen that Mr. Zhou is very confident in the Internet field, not only in the Internet field, but also in the fields you set foot in."

Zhou Xin said: "Because I have always been a problem-oriented entrepreneur, I have always been on the road, and I have been working hard to solve the problems that exist in reality.

Like Xinxin Technology, we have launched Bluetooth chips and mobile phone chips before, but for the majority of consumers in Huaguo, A-series chips are too expensive, and Mphone is also too expensive.

Therefore, Xinxin Technology will soon launch an integrated chip solution, TK series chips.

With this model, the price of mobile phones can be lowered to less than [-] yuan. "

This is the purpose of participating in the top two TV shows this time. I want to tell the companies in Huaguo, do you want to make mobile phones?If you want to, contact Xinxin Technology as soon as possible. We have the simplest solution. Adopting our solution can launch your own brand of mobile phones at ultra-low cost.

The host was obviously surprised, even though he had heard Zhou Xin mention that their solution could reduce the cost of mobile phones to the level of [-] yuan, he was still surprised.

You must know that the price of PHS is about 800 yuan. If you choose a telecom package, the price will be 300 yuan.

The early PHS phone cards could not be removed, which is also called card machine integration.

If the price of mobile phones can reach the level of [-] yuan, then the PHS market will be squeezed to a great extent.

The host asked: "Can you talk about the TK series of chips in detail, and how to use this chip to raise the price of mobile phones to the level of [-] yuan?"

A thousand yuan is a conservative estimate. If mobile phone manufacturers have no bottom line and fight a price war, the lowest price can drop to about 500 yuan.

Zhou Xin said: "The full name of TK is Turn-key, that is, turn-key, and we call this solution turn-key.

Now mobile phones involve different development processes of mobile phones. Now when manufacturers design mobile phones, they need to obtain reference designs from chip manufacturers, usually from ARM.

Then make modifications based on your own needs, and determine the accessories and components.

The second is to develop and debug the driver, design the main board of the product, and further debug the degree of cooperation between the software and hardware, and finally the final version.The entire process is cumbersome and requires a large number of professional and technical personnel.

With the turnkey solution we adopt, what we provide to mobile phone manufacturers is no longer design drawings, but motherboards with main components assembled and a list for reference. Mobile phone manufacturers only need to choose to purchase compatible motherboards according to the list. Phone screens, microphones, speakers, and cases.

Finally, these peripherals and motherboards are assembled, packaged with OEM labels, and can be sold on the market.Mobile phone development does not require or only requires a very small number of R&D personnel. "

Zhou Xin continued: "Of course, there will also be problems, that is, mobile phone manufacturers relying on this solution, because their cost is only the motherboard, accessories and assembly costs, they will definitely fight a price war, and it will be difficult to produce high-end domestic products. brand.

In the short term, it is impossible to change the situation that the high-end brands in the Huaguo mobile phone market are all overseas brands. "

The current Huaguo mobile phone brands mainly include Konka, Bird, Kejian, etc. They basically rely on low prices to win, and they are standard mid-to-low-end players.

The price of a domestic mobile phone can be as low as 2000 yuan, while a domestic mobile phone priced at more than 3000 yuan can be considered high-end, and foreign brands can easily sell for more than [-] yuan.

其中内置11款手机游戏的三星A288甚至能卖到7000多的高价。三星A288 2000年首次在华国市场推出的时候价格在7800元，后来跌到6080，到了2002年的时候价格跌到了3370元。

Samsung's price diving is also a tradition.

The host obviously realized the power of this thing, he asked: "Then this will lead to a large number of mobile phone brands in China.

My personal point of view is that there is a threshold for mobile phone manufacturing, and only manufacturers with certain strength can enter this field. After Xinxin Technology launches the TK series chips, the mobile phone industry will have no threshold, which will lead to a large number of mobile phones on the market for a while. brand.

Will this lead to further deterioration of the situation of domestic mobile phone brands staying in the middle and low end? "

Zhou Xin nodded: "There is such a risk, but compared to the benefits, the risk is negligible.

Consumers in Huaguo can enjoy low-priced products, and mobile phone manufacturers can also reduce costs.

Under sufficient market competition, sufficiently competitive brands will naturally be born.

Including my subsidiary Matrix will soon enter the Huaguo market. Matrix is ​​also a Huaguo brand. I believe that after Matrix enters the Huaguo market, it will change the current situation where high-end mobile phone brands are flooded with foreign brands. "

After Zhou Xin's interview was broadcast, it sparked heated discussions in China. The media will dig up Zhou Xin's successful history and conduct in-depth discussions based on this interview, hoping to find out the practical significance.

The discussion on Zhou Xin's TV interview on the Internet forum will be more detailed, and the discussion will focus on different parts of this interview.

"I didn't expect Zhou Xin, a guy with thick eyebrows and big eyes, to start to stand for his products. Before that, he didn't accept TV interviews. Now Mphone will only accept TV interviews after entering the domestic market. This is tantamount to a hidden advertisement."

"What hidden advertisement, isn't this obviously an advertisement, but I don't think it is for the Mphone platform, but more for the upcoming mobile phone chip platform of Xinxin Technology.

Mphone is already famous enough. As an epoch-making product in the mobile phone field, there is no target user who does not know about it.We must know that Samsung mobile phones can be sold at a high price of more than 7000 when they first went on the market, isn't it because of the built-in games and good-looking appearance?

Mphone can download hundreds of mobile games from the app store. Its appearance is far more masculine than Samsung phones. With Weibo, WeChat and NewPay functions, the target users have already prepared money, such as me.

However, the mobile phone chip that Zhou Xin mentioned was a bit beyond my expectation. This should be a special product made by Huaguo. "

"That is, since the beginning of this year, when Matrix's official website announced that it will enter Huaguo, how many times have the Huaguo media promoted Mphone for free? I hope that the price of Mphone can be lower now. If it is in the early three thousand, I will Definitely buy it."

"Three thousand is a joke. The price of Mphone in American is 599 US dollars. According to the exchange rate, it will start at 5000? But the biggest problem with Mphone is that the Internet fee is too expensive. I think the phone itself is okay. But the Internet fee is really unbearable. The GRPS Internet fee is 10 yuan and 30M. If you use Weibo a lot, you will lose 100 yuan casually.”

"The TK chip is really a special supply from Huaguo. Looking at Zhou Xin's previous products, whether it is hardware or software, they are all aimed at American users. Mphone is also listed abroad before returning to Huaguo for listing.

TK's integrated solution can reduce the cost of mobile phones to less than [-] yuan. It is obviously designed for the vast number of low-income people in Huaguo who also need mobile phones.This is really rare. "

"It's not that there is a lot of pressure to engage in chips. Thousands of Xinxin Technology's people around the world are waiting for Zhou Xin to support them. How long can they last with their own money? You must find a business scenario. Mobile phones are a big piece of cake, and everyone will be tempted to change them."

Here are some discussions about this TV show on the Tianya Forum. Regarding this TV interview on Suspicion, the most discussed question is:
"Do you agree with Zhou Xin's claim on the TV talk show that Matrix is ​​a Huaguo brand?"

　Updated 6K today, will continue tomorrow.

　　
　
(End of this chapter)