Chapter 939 I had to be the richest man
If nothing else, Zhou's stake in Yahoo could be worth more than $100 billion in the future. The question is that he still has about 9% of the shares of the shell, how much will this part be worth?
There are two giants in the high-end smartphone segment, Apple and Guoke, which have been suppressing Samsung and Nut in terms of sales. If the husks and apples are the first grade, Samsung and nuts are the second grade, and the other brands are the third grade. This is what Husks and Nuts have emphasized many times in publicity and advertorials, making Apple and Samsung want to stop. Oppose it, they don't have the confidence to be able to suppress the opponent, don't oppose it, let the opponent take advantage of it. The point is that there is no effective means of countermeasures.
Apples and nutshells have had many patent disputes, and most of the various infringement lawsuits that you have come and gone have ended in settlement, and even if they are not settled, they have their own winners and losers. The early acquisition of Nortel Networks and ID patents has laid the most solid foundation for Nutshell Nuts. In China, Huawei is at the same level as the shell in terms of patents.
Spreadtrum's all-round progress, including communication baseband with independent intellectual property rights, and all Netcom products, can compete with Qualcomm. Whether it is a memory chip or an LCD screen, Samsung can't limit the industrial chain of fruit shell nuts at all.
OmniVision OV and Geke Microelectronics have the strength of Sony and Samsung in high-end, high-end and low-end products, and the brand building has also driven the grade of OmniVision because of the use of husks.
Sixiang Fund has also invested in AAC Technology and Sunny Optics, so in terms of supply chain security, Fruit Shell and Nuts have a little defect in addition to the LCD screen, and there is nothing that can be used by opponents.
With the security of the industrial chain, the biggest difficulty encountered in the development of Guoke is a single income, the largest source of income is still smartphones, followed by tablets, and then with the launch of 10, Guoke has accumulated a lot of experience, and its laptop products have finally had an impact on the traditional C market.
The second source of revenue for Guoke is the GAXY brand and Harman speakers, that is, Guoke GAXY smart voice speakers, GAXY watches, GAXYHOLENSE holographic glasses, etc. HARMAN International accounted for the majority of revenue, and the entire division did not exceed $10 billion in sales revenue.
The third department of Guoke is the unmanned driving division, which is Obileye advanced driver assistance system, driving recorder, navigation, intelligent voice speaker, safety warning and other automotive products. There are also DJI drones, action cameras, and Hasselblad cameras that are being acquired. Among them, Obileye's automotive division had a revenue of $300 million last year, and DJI's drone and action camera division had about $500 million. Although this year's revenue has increased significantly, it is still more than a billion dollars.
You must know that even with the impact of the husk, Apple's revenue in 2014 was close to $200 billion, and the entire husk was more than $80 billion in revenue. More than $70 billion of that is for smartphones, tablets and laptops. Of course, there are other revenues such as the share of the Time App Store. However, the uneven source of income is the biggest obstacle to the further development of the husk. Moreover, investors in Heung Kong do not know what their intentions are, and use two criteria to evaluate apples and husks, and the price-to-earnings ratio of husks has always been lower than that of apples. So much so that the husk has been hovering between 1500~180 billion US dollars.
For the foreseeable future, there will be no major changes to Husk's largest source of income. However, the unmanned business unit has great potential, whether it is Obileye's efforts in the direction of driverless cars or DJI's efforts in the direction of unmanned aircraft, it is the world's top in the world.
At present, Obileye is cooperating with Time Holdings, and Time's artificial intelligence image recognition technology has at least stood at the top of the world through long-term technology accumulation. Otherwise, Zhou Shi would not have supported Li Feifei's scientific research projects for a long time. Moreover, Saab New Energy maintains a close cooperative relationship with Obileye. The cooperation between the two parties has made great progress in technology, and the only drawback is that it is inseparable from the network. And it's a latency-free or low-latency network environment.
It is foreseeable that with the popularization of 5G networks, artificial intelligence driverless driving technology will be qualitatively improved. No matter how advanced machine algorithms are, they are no more advanced than artificial intelligence, and there is a huge gap between them and their computing power. Just like ordinary computers and supercomputers, this gap is difficult to bridge. The high-speed network environment has a huge role in promoting the development of unmanned technology. The mobile Internet conditions in China are almost the most advanced in the world, and every village has a signal, so the popularity of unmanned driving in China will inevitably be much faster than that in the United States.
Of course, the development of technology will narrow the gap caused by differences in network conditions, and how much it can be narrowed is the result of talent competition.
The development strategy of Obileye is to provide driverless technology and system solutions for traditional automobiles, and not to build cars themselves. If one day Obileye's standard can become the standard of the market, it will not be so difficult to make money.
DJI drones have become a well-deserved king in the consumer field and have begun to enter the field of industry and agriculture. However, the fact that many of DJI's products were bought by the military is really beyond his control. Just as every car can be a troop carrier, and every GS satellite can guide the U.S. military to kill people, some people regard DJI drones as an arms dealer, and I don't know what kind of psychological reaction they have. You must know that mobile phones can also become remote control devices for bombs, is it also munitions?
DJI may one day become a quasi-military supplier, but this is a choice of the market, not an active pursuit.
Unmanned vehicles and drones will have a bright future in the future, but whether the leading edge that Guoke has now can become a market advantage in the future is a complex question. They may or may not be worth much.
Speaking of the GAXY brand department, it goes without saying that Harman is a high-end speaker brand with a limited market. GAXY voice speaker because of the price,There is no nut speaker sold hot。 It is still unknown whether GaxyHolense can succeed in the end, and if it can succeed, it and Gaxy projectors will of course become the future market direction. After all, cloud computers and cloud games are not a joke, they will definitely be realized. At that time, augmented reality technology should be a part of this world!
In the final analysis, Guoke is still a good-looking enterprise, but in the capital market of Xiangjiang, it lacks the vision of science and technology and does not understand the future development. That's why the value of the husk has been undervalued for a long time. Underestimate it, underestimate it, anyway, Zhou Shi is not ready to let the husk dividends, but will invest the funds in scientific research.
However, even if the smartphone market is saturated in a few years, Guoke's revenue should be maintained at more than $100 billion, with a profit margin of 15 percent and a price-earnings ratio of 15 times, and the market value of Guoke reaching $200 billion should not be a problem! Correspondingly, Zhou Shi's net worth in Guoke will be about $20 billion. According to his plan, his stake in Yahoo will drop to about 35 percent, and according to Yahoo's market value of more than $300 billion, he will be the richest man in the world in a few years.
Hey, what can I do? I can't think of being the richest man in the world......