The Millennium Semiconductor Survival Guide.

Chapter 250 Technology Gene

"Whether it is from the perspective of entrepreneurs or from my own perspective, I am happy to see such a situation appear.

In the past, Huaguo’s chip industry developed slowly, and core technologies have not been able to make breakthroughs. In my opinion, the root cause is that companies have not participated in the global competition in the chip industry. The role of national will in a highly competitive field like the chip industry is limited.

More companies need to participate in order to essentially promote the development of Huaguo's chip industry. The country's will can only be supported by funds and talents.This is a good thing for Huaguo's chip industry.

It is also a good thing for these enterprises themselves. More participation in the research and development of upstream and downstream core technologies will help them reduce costs and improve competitiveness. "

Later, Huawei relied on HiSilicon Kirin to enjoy dividends for a long time, and this dividend did not stop until TSMC stopped manufacturing for Huawei.

After Huawei received the dividends, Xiaomi's Pinecon Semiconductor, OPPO's Zheke, and VIVO also began to develop self-developed chips, but the environment for making chips 20 years later is much worse than it is now.

After Zhou Xin's Xiaomi started, although there are computer companies like Lenovo that mainly focus on gimmicks, Zhou Xin believes that there will also be companies that really settle down to develop chips.

As Xiaomi obtains more and more technological dividends by relying on self-developed chips, more and more companies want to make a career in the chip industry.

Zhou Xin continued: "Like Lenovo, it used to rely on the vast Huaguo market to become a very large personal computer company. I also talked with Lenovo executives at Internet conferences in the past few times. Their profit source mainly lies in Service and provider integration.

We are talking about whether Lenovo has developed any technologies, and they will talk about Lenovo's efforts in the supply chain.At that time, Xinxin Technology had just been established, and I actually hoped to reach a cooperation with Lenovo.

As a leading manufacturer of domestic personal computers, Xinxin and Lenovo naturally have a lot of room for cooperation. Even if we can’t make CPUs, we can also make some other chips, such as Bluetooth chips, power management chips, and multimedia decoding chips used in notebook computers. wait.

But when I was talking about joint development with Lenovo, I could clearly feel that Lenovo's executives were far more interested in NewPay's supply chain financial model than in cooperation with Xinxin.

After the meeting, Lenovo’s executives wanted to visit NewPay’s Huaguo branch to learn about our innovation in the field of supply chain finance, and hoped that NewPay and Lenovo could cooperate in the field of supply chain finance.

From my experience dealing with Lenovo in the past, they don't have much technical gene. "

The host is obviously very interested in this question, hoping to let Zhou Xin talk more, "Oh~ Can Mr. Zhou explain it in detail?

In my impression, NewPay has always been an electronic payment company. Are you still doing other businesses besides payment?
And I'm also curious what the technical gene in your understanding is. "

Zhou Xin said: "I will start with NewPay Huaguo first. After I invested in Alibaba in 2000, NewPay Huaguo branch was established in the same year. At that time, NewPay Huaguo branch did not have an electronic payment license. We only did one kind of payment at that time. Electronic title confirmation business.

That is to say, Huaguo Enterprise sells goods to foreign customers, and the funds of foreign customers are transferred to NewPay's virtual account through NewPay first. After the foreign customer confirms that the goods are received correctly, the money on the virtual account will be transferred to the customer's bank account. The transaction is confirmed to be completed.

Of course, there is an upper limit on the transaction amount. I remember our initial upper limit was 500 million RMB.At first, it only did this kind of electronic title confirmation business. Later, NewPay Huaguo added a business called electronic creditor's right certificate, which is a variant of bill-pledged loans.

Because NewPay Huaguo has gradually gained fame and reputation in the foreign trade industry in the entire Yangtze River Delta and Pearl River Delta. The companies we serve include large companies and small companies, and these small companies can be regarded as suppliers of large companies. , to provide services or goods for large enterprises.

Suppliers of large companies like to give bills instead of cash. The bill means that you can bring this bill to me for cash at a certain time in the future, which means that I will give you a certificate of creditor's rights.

However, it is useless for small companies to get the bills, because the bills are only recognized by the large companies that issue the bills, and not recognized elsewhere. If you want to use the bills to find a bank for a mortgage loan, first, the interest rate is very high. The interest rate is at least 10 points. Secondly, it is difficult for banks to trust private enterprises. Private enterprises have always had difficulty in financing. Even for large private enterprises, banks still maintain a skeptical attitude towards them.

Under such a premise, NewPay launched the electronic bond certificate. We first found a leading company to make an electronic bond certificate. Acceptance capacity.

Precipitate these data into data assets, and combine some other data of the enterprise for risk analysis, and provide this set of services for banks to use.About a year later, the entire Yangtze River Delta region began to use our electronic bond certificate system.

Banks have also begun to recognize our risk assessment results for private enterprises. At least in the Yangtze River Delta region, NewPay's supply chain financial services have become an indispensable part of the financial system here.

After obtaining the electronic payment license in the third quarter of this year, NewPay can play a greater role.

Lenovo is just such a company that involves a large number of downstream suppliers, and their downstream suppliers will also have further downstream suppliers, which also leads to the generation of a large number of bills in the entire Lenovo system, but they do not want to use the NewPay system.

Using the NewPay system means that all your business data is in my hands, and I know your business data well before your financial report is issued. Lenovo’s data sensitivity is obviously higher than that of companies in traditional industries. , They want to learn from NewPay's experience to create a similar platform by themselves.

Even if it is specially provided for Lenovo's internal use, it is not a loss.

When I was chatting with Lenovo executives, I never mentioned NewPay at all. What I mentioned was that Xinxin Technology had just been established. Xinxin is a company that focuses on integrated circuit design. We can jointly develop a multimedia decoding chip. Installed on a Lenovo computer.

Chen Jin's Hanxin is a multimedia decoding chip. If you think about Lenovo's annual shipments of one million units, such a large market, if we cooperate with Lenovo to develop decoding chips, naturally we don't have to worry about the market.

Lenovo's executives are obviously not very interested in R&D. He has been asking me how NewPay's supply chain finance is done, and then hopes to visit Newpay's Huaguo branch.

Looking at the leopard, I feel that Lenovo's executives lack interest and acumen in technology, and they care more about the company's profits and revenue.As a company listed on the Hong Kong stock market, Lenovo is right to care about these things.

But too much care about these will lead to the lack of long-term strategy of the enterprise. Dell has always been the learning object of Lenovo. Even Dell, I also think that they lack technical genes.

Apple used to be the same way. After Jobs came back, he fired most of the managers and put R&D personnel as managers. This reshaped Apple’s technical genes and brought Apple’s technical genes back to the Jobs era. This is why Apple was able to launch the ipod Such a world-changing product.

Lenovo also gives me the feeling that there are too many managers and do not value technology. This may not be bad, at least from the financial report, Lenovo is doing a good job. "

The biggest advantage of Reborn is vision. You naturally know where the future technical route will develop, and which technical route will pay off for investing money, investment resources, and energy.

This kind of advantage will be fully displayed when you have completed the original accumulation and compete with competitors in the follow-up.

Therefore, both Xinxin Technology and Matrix can invest all their R&D efforts in the right direction, and even if Apple has more than 1000 billion US dollars in cash lying on its books in the future, it can only concentrate on two or three directions. to go.

The host asked: "What do you think of your competitors? Just now we mentioned Lenovo, which is Xiaomi's domestic competitor.

And Xiaomi is only a small part of your business territory. You are more familiar with Matrix and Mphone. Mphone was hailed by Time Magazine as a product that changed the world just two days ago.

With the advent of the Mphone, we actually noticed that after you acquired ARM at a valuation of US$40 billion, the market value of ARM has tripled due to the increasing importance of mobile phone chips.

Did you anticipate that mobile phone chips would become more and more important in the future when you acquired ARM? "

Zhou Xin said: "Yes, we were already developing Mphone at that time. During the process of developing Mphone, I realized that mobile phone chips would become the next opportunity comparable to personal computers, so I acquired ARM."

The host flattered: "Your vision is indeed much sharper than ours. You mentioned Lenovo just now. How do you think of Matrix competitors such as Motorola, Nokia, Samsung and other mobile phone manufacturers? Seeing that these traditional mobile phone manufacturers are rushing Do you feel pressure to launch your own smartphone?"

In 2001, these mobile phone manufacturers did not understand how to use smart phones, but in 2002, everyone began to understand the key points of smart phones, and each manufacturer launched a smart phone that fits its own characteristics.

Nokia has launched a double-layer phone with a horizontal screen. The first layer is a whole screen, and the second layer is a keyboard. Push the screen on the first layer up to reveal the keyboard on the second layer.

And Samsung launched its own Samsung note, which uses a pen to realize full-screen operation. At the same time, the entire screen adopts a color screen, and the color screen plus a resistance pen also attracts a lot of attention.

Resistive screens were still not sensitive enough to cause a sensation, but smartphones from different manufacturers gave consumers more options.

Zhou Xin said: "It's hard to talk about pressure. In the field of smartphones, it's more like the early days of personal computers. Everyone hasn't figured out how to develop smartphones in the future and what form they will develop into.

Traditional mobile phone manufacturers are like IBM, while Matrix is ​​like new personal computer manufacturers such as HP and Dell, so in fact, I am not afraid of competition and do not feel too much pressure.

But for me, what bothers me a lot is that I came up with the concept of smartphones, and I launched the first smartphone, the Mphone, which leads everyone to think that I naturally know what smartphones should be in the future. What kind of form is it.

R&D engineers and product managers of Mphone face poaching from various mobile phone manufacturers almost every day. They offer two to three times the salary in order to poach core R&D personnel from me. They hope to know the business secrets of Matrix. Know how I see the future direction of smartphones.

In particular, Samsung has gone too far. They not only poach R&D and products, they also poach executives. "Zhou Xin was full of helplessness.

It is precisely because these mobile phone manufacturers wantonly poach people, so almost mobile phone manufacturers know that the next mobile phone of Mphone is a touch screen.

The technical problem of the touch screen has plagued Matrix for two years, and naturally it is not so easy to solve. Even if they develop it, the technical details will still make Mphone's touch screen experience far better than other mobile phone manufacturers.

This also led to Samsung rushing ahead, even if it is launching a resistive screen, it must launch a touch-screen smartphone first.

The host smiled and said: "This is the charm of the king of Silicon Valley. Although you have been mentioned less in recent years, you have always been the best product manager in my mind. When Quora was first launched, I really had a feeling The feeling of astonishment.

Your vision has been proven countless times in the past, and there is no need to prove it too much. "

Wearing sunglasses, Zhou Xin reluctantly grinned: "Are you trying to say that this is the trouble of happiness?
To be honest, I still wish I could keep a low profile. "

Before the launch of the iphone, extremely strict confidentiality work was carried out, and all participants signed a strict non-disclosure agreement.

The same is true for the second-generation Mphone. The engineers who participated in it all signed a non-employment agreement, but Samsung, Motorola, and Nokia were not willing to pay liquidated damages.

Samsung is the worst. They not only poach people from Mphone, but also poach people from Xinxin Technology. They want to spy on the secrets of the A1E chip, and hope to know how Xinxin achieves commercial mass production of mobile chips with such superior performance.

The host said: "I can see from your absence from this year's Internet conference that you really want to keep a low profile.

It’s just that the Internet conference without you is somewhat boring. I watched Li Yanhong’s interview at the Internet conference in the media. He is very official. I wonder if Li Yanhong will be so official in private? "

Zhou Xin said: "He is also a very official person in private, and it is rare to see him lose his temper, maybe he lost his temper on the day of the acquisition of Google.

After drinking too much, his wife finally came to pick him up.

At other times he has been very serious. "

Later, the host also chatted about topics such as Huaguo's chip industry and Zhou Xin's future plans. After the program was broadcast, although Huaguo could not see Phoenix Satellite TV, the content of the interview still appeared in various places in Huaguo. on the big forum.

　The internet was disconnected at home yesterday, and the underground parking lot was being repaired. The network cable in the crow’s home was broken. I asked the master to come and see it this morning, and it will be available tomorrow morning.

　　
　
(End of this chapter)