The Millennium Semiconductor Survival Guide.

Chapter 264 Public Cloud

It is very normal for Zhao Weimin and Shen Haigeng to have such thoughts.

Before Xinxin Technology joined Shenhai, you may still have doubts about the center of Huaguo's semiconductor industry, because the Pearl River Delta region with Pengcheng and Yangcheng as the core also has a large number of semiconductor-related industries.

Yanjing City is also eyeing the semiconductor industry, not to mention regional central cities like Jiangcheng and Shudu. Everyone is well aware of the role of semiconductors in driving the entire regional economy. Its direct revenue may only be tens of billions, but the driving effect can be achieved. Multiply by ten or more.

Even at its peak, the annual revenue of smartphones in later generations did not break through the $3000 billion mark.Statistically based solely on hardware, the industrial chain driven by upstream and downstream has also exceeded a trillion scale.

Not to mention the software after the explosion of the mobile Internet, the supply chain is not a simple single-point effect, it is like raindrops on the water surface will have layers of waves, and smartphones can be called a torrential rain.

In terms of semiconductors, Shen Hai hopes that the Zhangjiang Science and Technology Park will surpass the crooked Hsinchu Science and Technology Park and catch up with Silicon Valley.

Shen Hai's ambitions for the industry are not limited to semiconductors. From Xiaomi, they see the hope of becoming the industrial center of Huaguo in the field of consumer electronics.

There are more upstream and downstream industrial chains that consumer electronics can drive.Before that, Shenhai was very weak in this area. Shenhai didn't have any consumer electronics brands that could be sold, and it was far inferior to Yanjing.

Lenovo, Sugon, and Tsinghua Unigroup are all based in Yanjing, and Yanjing's advantages in administrative resources are fully reflected in the consumer electronics industry.Now it is different. After Xiaomi, Xiaomi quickly swept the country and became an unavoidable consumer electronics brand.

From the initial personal computer to the subsequent Xiaomi mobile phone, Xiaomi, which focuses on cost-effectiveness, does not have much to offer compared with other domestic companies in terms of profit.

However, the word-of-mouth made in the country has attracted a large number of fans everywhere. Xiaomi’s offline stores are not popular in the third- and fourth-tier cities. Consumers even go to the nearest second-tier cities around the city to pick up the goods.

This kind of support also allowed Xiaomi's half-year revenue to exceed 30 billion RMB, and the sales volume of Xiaomi computers exceeded 100 million units.

In 2002, Huaguo shipped about 950 million desktop computers. Lenovo’s market share in this market was 29%, and its sales volume was about 280 million units. Xiaomi’s half-year sales were already very close to Lenovo’s.

The vast majority of Xiaomi’s market share comes from Lenovo. When a brand rises like a rocket, the original leader of the industry must be the one that loses the most market share.

In order to support Xiaomi, Shenhai changed the entire administrative system, including state-owned enterprises under Shenhai’s jurisdiction, from Lenovo to Xiaomi.

After listening, Hu Zhengming said: "We have always felt the support from Shenhai, whether it is Xinxin or Xiaomi, we can feel the support in all aspects from the management to the employees.

The cooperation between Xinxin, Huahong, Huajing and other local state-owned enterprises in Shenhai is very pleasant. We do not reject strengthening cooperation with Shenhai. We do have external financing plans for Xiaomi in the future.

It is only the specific scale and share of financing, which is only a very preliminary plan at present. In the process of formal promotion in the future, Shenhai Technology Investment will definitely be our priority. "

Unlike Xinxin, Xiaomi was completely created by Hu Zhengming, and Zhou Xin only gave him a name at most.

Therefore, when he founded Xiaomi, Hu Zhengming agreed with Zhou Xin that the only requirement for Xiaomi was that Xiaomi's upstream and downstream supply chains should choose Huaguo enterprises as much as possible.

In addition, Zhou Xin will not interfere with Xiaomi's operations. Whether Hu Zhengming wants to raise funds or lead the listing, it is up to him to decide.

Because of the limited value of Xiaomi, it is a brand that focuses on cost-effectiveness. The peak of its value is the moment it is listed.

Once it is listed on Nasdaq or Xiangjiang, Xiaomi's valuation can be suppressed to a single-digit PE level.

Hu Zhengming thinks very clearly, he plans to introduce several external investment institutions to Xiaomi first, because if he wants to engage in smartphone research and development, it will drain all of Xiaomi's liquidity.

Losing liquidity is a very dangerous thing for a company. Later generations of Silicon Valley Bank went bankrupt. Starting from the book funds, it was far from the point of bankruptcy, but it was because of the lack of liquidity and the face of a run that led to bankruptcy.

Hu Zhengming did not expect Shen Hai to come to him. Originally, he planned to cooperate with Yanjing's capital, but Shen Hai found out about it, so Zhao Weimin went out in person.

Compared with Meizu, Xiaomi belongs to the capital seeking to come to the door to invest. Like Lenovo, Xiaomi has no technology, and the mountain of Zhou Xin is the best background.

Zhao Weimin nodded after listening: "Shen Haike is Xiaomi's best partner.

When I was in Science and Technology Investment, we have always been very ambitious and enterprising in investment.Before Jiaoda Huigu was established, we invested in 20.00% of the shares of Jiaoda Huigu.

Including the major project of electric vehicles in the 863 plan, Shenhai Fuel Cell Vehicle Power System Co., Ltd. is completely led by Science and Technology Investment in the market-oriented operation of this project.

We allow scientific researchers to participate in the shares, and then let scientific researchers participate in the distribution with technical elements.Shenhai has always had a great advantage in capital operation. We have rich experience, sufficient courage, and strong will.

Science and Technology Investment can only invest and give you the voting rights, which can be written into the investment agreement. "

Shenhai Fuel Cell Vehicle Power System Co., Ltd. was very good at the beginning. It was led by Shenhai. As the implementation agency of the 863 plan, it received a lot of support at the national level.

In the early days, they allotted shares to a group of bigwigs, including Wan *gang who later became a minister.It's a pity that it was too early, and the trend of new energy was predicted in place, but in 2001, the technologies of new energy were not mature enough, let alone fuel cells.

This company has been established for too many years, resulting in the results not being transformed into commercial benefits. In the end, state-owned capital and various gods withdrew one after another, and was first acquired by Dynamo Technology.

Later, Great Wall Motor bought 6000% of the shares at a price of 50.00 million yuan, and Great Wall Motor also helped the company repay the company's 1.7 million yuan in debt.

To be able to single-handedly lead the establishment of Shenhai Fuel Cell Vehicle Power System Company in 2002, and to tie all kinds of gods into this carriage during the establishment process, Zhao Weimin has the ability and wrist.

After thinking for a moment, Hu Zhengming said: "Okay, we will definitely give priority to Shen Haike's investment in the future."

Zhou Xin's attention has been separated from the success of Mphone2, and he hopes to lead the expansion of the new cloud on a large scale in the second half of 2003.

After recruiting Dr. Wang Jian, Xinyun has a person in charge, but the development is very slow. At present, there are only a few companies that accept this kind of virtual server service.

For slightly larger enterprises, they are not willing to put the data in the hands of others. For small enterprises, their business volume can completely go to the market to buy a second-hand server and use it first.

The bursting of the NASDAQ bubble has resulted in the fact that there are not too many cheap second-hand servers on the market. For small businesses and individual entrepreneurs, new clouds are completely unnecessary.

But this business model has made some Internet giants very interested in it, and Zhou Xin's name makes them even more interested.

There are Microsoft, Amazon and Baidu, among which Amazon is the first to move. Originally, Amazon will start to provide free server resources to enterprises in 2004, which is similar to the primary form of public cloud.

By 2006, a complete set of solutions will be provided to the outside world.The emergence of new clouds now allows Amazon to find this imaginative field faster.

As a listed company, what we need most is a story.

Cloud services, as soon as it sounds like a story.The only thing that makes Bezos a headache is that he is about to collide head-on with Zhou Xin on the commercial battlefield again.

The emergence of Zhou Xin caused too much trouble for Amazon. First, in the electronic payment battlefield, Amazon Payment was beaten by NewPay, and there was no room for retaliation.

Then there is the online and offline parallel cooperation model with supermarket chains, which has seriously affected Amazon's market growth rate. This later Hema model was advanced to American in the early 21st century, and it was almost seamlessly connected.

Because the online shopping habits of American consumers have been cultivated by Amazon and eBay, the popularity of NewPay has made the threshold of electronic payment disappear.

And large supermarkets are used as a guarantee, not to worry about the quality of the things you buy, which is much more reliable than buying from Amazon.

Later, after Alibaba entered the American market, the cost of building a shopping website was greatly reduced, which led to chain bookstore brands such as Barnes & Noble Bookstore also beginning to build their own online sites.

Barnes & Noble originally launched an online site in 1997, but it has been tepid.

Alibaba used its own experience to help Barnes & Noble to build an online shopping website, adding sales charts, scoring systems, after-sales evaluation systems, random instant discount functions, etc. Down put a lot of pressure on Amazon.

The book business belongs to Amazon's fortune business, and they all face the pressure brought about by the transformation of traditional bookstores, not to mention other businesses.

After the lowering of the threshold for e-shopping, the emergence of a large number of subdivided e-shopping websites made Bezos feel quite exhausted.

Amazon's stock price has also been falling. They need a story to boost investor confidence, and the public cloud sounds like a good one.

As for Microsoft and Baidu, Microsoft is because they are too big. The common problem of large companies is that they don’t want to miss any promising business, and the same is true for Tencent later.Baidu is determined by its own business, and the business fit between public cloud and search engine is very high.

Zhou Xin and Wang Jian said: "Before we were in the stage of accumulating food widely and becoming king slowly, now with the popularization of the fourth-generation optical fiber communication system, the problem of the new cloud on the network side has been solved.

And our previous work has solved the technical problems of the new cloud. Now what we need to do is to expand the market share, and the time has come to scale up. "

In the past, public cloud services could not be deployed on a large scale. The biggest shackle was the network. Cloud services did not require high network speed, but high requirements for network stability.Commercial fiber optic technology has been around since the 1980s.

However, the transmission rate at that time was only 45Mb/s. By the time of the fourth generation, the transmission rate could reach 10Tb/s. Not only the transmission rate has been improved, but more importantly, the stability of the network has achieved a qualitative leap.

After Zhou Xin finished speaking, Wang Jian was very excited, because Xinyun relied on Zhou Xin's investment before, and in terms of revenue, it was actually losing money year after year.

Now that Zhou Xin said that he wanted to make a large-scale investment, Wang Jian could tell that he wanted to conduct external financing and then go public, which also meant that the options in his hand finally had a chance to be realized.

As for not being able to go public, Wang Jian never doubted that Xinyun could not go public, not to mention that Xinyun has a specific business, and firmly holds the number one position in this field.Even if Xinyun is just a shell company, endorsed by Zhou Xin and named in the name of New, Wall Street investors will pay for it with real money.

Wang Jian suppressed his excitement and said: "Xinyun established an advertising department before, and later expanded the scale of the advertising department. Baidu should not be willing to accept our advertising, but we can find companies such as Yahoo, AOL, and Tencent.

In addition, what I think is that Xinyun still needs to follow the path of small and medium-sized enterprises, because data security is more important than cost control for large enterprises.My target is the group of Internet companies that have exploded with the help of smartphones.

They have been established for a relatively short period of time, so it is difficult to predict the growth rate of the number of users. Maybe the number of users today is only [-], and the number will split into [-] a week later. It is too late to rely on buying servers.

At this time, Xinyun's virtual server business can well meet their needs.At the previous Mphone developer conference, I asked the vice president in charge of sales to chat with many Internet companies that focus on smartphone applications.

They are generally very interested in our business form, and they also said that there is no problem in cooperation, and they are willing to try this cooperation model of virtual server leasing.

But they also have questions, that is, what to do with the previously purchased servers, and whether the new cloud supports the connection of physical servers and virtual servers to form a resource pool to provide external services.

This is a technical difficulty, and I have asked the R&D department to take it as the top priority for research and development.

Secondly, we think that such a solution can be adopted, that is, New Cloud will purchase their servers at a market price, and then they will lease the virtual servers of New Cloud.

The contract we signed includes both the acquisition of second-hand servers and the lease of virtual servers.

That is to say, Internet companies first deploy their business on the virtual server of the new cloud, and then switch to the virtual server of the new cloud without feeling, and then we purchase their original physical server. "

　I'm lazy again, I'm too tired to work and I'm tired of writing

　　
　
(End of this chapter)