Chapter 619 - A stab in the back after two years
"Don't expect Jobs? Could it be that Tiankun also plans to enter the personal computer industry? Moreover, it still uses Motorola CPUs, develops its own closed operating system, and relies on its own one-stop personal computers?"
After listening to Gu Biao's remarks telling him not to count on Jobs, Zhang Zhongmou's first reaction was of course surprise, and then blurted out these words.
This is also the reaction of a savvy person in the industry.
At the same time, he also had doubts about Gu Biao's ability.
If, Gu Biao just said that he also plans to build a personal computer in two years, it is nothing.
Because if you are only engaged in personal computers, there are two options: the first is to follow the alliance behind IBM, Microsoft, and Intel, and eat some of the leftovers after IBM takes away the majority of hardware integration benefits.
The requirements for R&D strength and technical accumulation are not very high for this route. Otherwise, there will not be so many compatible machine brands that have sprung up in later generations.
Because of this route, Microsoft has you covered with the operating system level.
With the R&D strength accumulated by Tiankun's existing R&D of a generation and a half of game consoles/learning machines, it can really be done.
However, what Gu said was "a personal computer that can help you solve the excess Motorola CPU capacity", which means that this route is ruled out. Because this route can only use Intel's CPUs.
The second route left is to be like Wang An or Apple, and the operating system is 100% self-developed.
The operating system of a personal computer is ten times more difficult to develop than the system of a game console.
THINK ABOUT SONY, WHICH HAS DONE SO 6 IN THE HISTORY OF GAME CONSOLES, IN THE MID-90S, WHEN WINDOWS JUST APPEARED, IT ONCE TRIED TO DEVELOP ITS OWN SYSTEM AND LEARN FROM APPLE TO ENTER THE PERSONAL COMPUTER BUSINESS, WHAT WAS THE RESULT?
Sony's kind of attempt, I guess no one in the world knows about it, because it died so miserably, it didn't go to the market at all.
Sony's scientific research strength, judging from the heart, is still several percent stronger than Tiankun at the moment. It's not that Gu Biao opened a hanger and let Tiankun have such a few popular fist products, which can cover it.
There is still a deep accumulation gap behind this.
Of course, Zhang Zhongmou would think that Gu Biao was inflated.
He also quickly reacted, this is not like Gu Biao's usual style, Gu Biao is not so reckless.
So he thought about it again and asked, "Mo Fei, are you going to ...... Do you think that when Wang An himself is old and mentally exhausted and terminally ill, and he reuses his son, Wang An Computer will encounter rapid setbacks in a short period of time, and you will have an opportunity?
IMHO, Wang An is not the kind of person who tends to give you priority in handing over the company's equity to your tray in times of crisis just because you are Chinese. And Wang An is now in full swing, and it is impossible for him to decline so quickly. ”
Gu Biao couldn't help but nod slightly.
Zhang Zhongmou is also an old fox, he guessed his thoughts so quickly.
Gu Biao waved his hand: "Don't care what kind of attitude I have towards Wang An." You just say, do you think it would be possible for me to do everything I just said if I could get the brand influence of Wang An, as well as the R&D resources of Wang An's department in the field of personal computers, and my own investment. ”
Zhang Zhongmou pondered for a while, and said in a deep voice: "If you can fully integrate these resources, it is certain that you will catch up in stride." In the next product generation, although it is not yet possible to beat IBM and Microsoft, it is still very promising to outperform Apple.
But all this is based on the premise of assumptions, I can't pin the future of Xiangjidian after the expansion on this assumption, and I don't want you to risk playing with Wang An to swallow elephants. ”
In Zhang Zhongmou's eyes, Gu Biao's Tiankun is obviously still a snake, and Wang An is an elephant - at least according to the current status quo, and Zhang Zhongmou's self-perceived development trend in the next two years, it should be like this.
Wang An Computer currently has a sales revenue of more than 3 billion US dollars a year, and is at the peak of revenue. The so-called "there may be a decline in the future" is still something that has not happened.
Coupled with the overall strength of the US stock market that began in October '85, all listed companies will win an extra layer of BUFF against non-listed companies.
Even if Tiankun sells 10 million game consoles a year, about $150 a year, it will have a revenue of 1.5 billion, not to mention that Tiankun has not yet reached 10 million units a year. Even if the unit price of the learning machine is more expensive and the commission of the game cartridge is counted, it is at most 20~2.5 billion, which is not as good as Wang An.
(The revenue from selling cassettes is not very high, because the proportion of first-party games in Tiankun is already very low, with less than 5 self-developed games per year.) However, the net profit of third-party authorization fees and audit fees is relatively high. Selling game consoles is high revenue and low profits. )
Gu Biao's first reaction to Zhang Zhongmou's persuasion to calm down was definitely unhappy.
He subconsciously wanted to refute.
But after thinking about it for a while, Gu Biao changed his mind.
He came to inspect today, just to confirm whether there are hidden dangers in the operation status and future development route of Xiangji, why talk too much to outsiders like Zhang Zhongmou?
As long as Zhang Zhongmou is willing to strengthen his confidence in expanding the production capacity of Xiangji as planned, and investing in R&D strength as planned and producing results, it is enough.
As for whether Zhang Zhongmou believes it or not, it doesn't matter if Gu Biao can replace Wang An or Apple.
So Gu Biao immediately changed his attitude: "If you think so, I don't care." Then I'll give you two requirements: first, by FY88, at least expand production to 20 million CPUs per year that require cutting-edge technology, which can only be more than less, and you don't have to be afraid of market sales - this can be done, right? I say all this, just to give you confidence. ”
Zhang Zhongmou was actually a little afraid that he would offend people by speaking too straight just now, and seeing that Gu Biao no longer insisted, he was also happy to take a step back: "Of course, this is what I want to do, with your extra guarantee, of course I am more confident." ”
Gu Biao stretched out his second finger: "Secondly, I ask you to strive to completely serve Motorola within two years, and when Motorola launches the next generation of CPUs in 88 as planned, I don't want to see Motorola have any plans to build its own production capacity." I hope that Motorola will fully trust you in low price, efficiency and reliability, and completely outsource all CPU production to you. ”
This point made Zhang Zhongmou's heart feel a pang in his heart, and he felt quite challenging, but he was also arrogant.
At present, Xiangji has indeed mastered the semiconductor foundry process that represents the "parallel international advanced level", and the 85 68000 6MHZ main frequency CPUs produced by Xiangji are also the most cutting-edge generation of products in the chip field.
However, people with a little common sense know that Xiangji entered mass production in March 86, and the 68000 6MHZ main frequency version of the CPU was launched to the market by Motorola at the end of the third quarter of 85, and there is still a 7-month time difference.
In other words, 7 months before the start of the construction of Xiangji, Motorola must have another supplier, such as NEC, for example, to find Texas Instruments to outsource and cooperate with its own factory to produce its own products.
The current status is that "Xiangji can also OEM Motorola's latest CPU", but it is not "only" Xiangji can OEM.
Xiangji is just cheaper and more affordable than other foundry sources, so it grabbed Motorola's order.
If you want Motorola to completely abandon the idea of "self-built production", you can only wait for the next generation of Motorola's products that are still under development after Xiangji is running at full speed. Only when Xiangji's performance in the past two years is super good, the supply is super affordable, and the yield rate is good in time, Motorola will gradually relax its vigilance, and finally feel that "it is better to buy than to build".
Zhang Zhongmou didn't know why Gu Biao attached so much importance to this, he subconsciously thought that Gu Biao felt that "only by letting your upstream design partners scrap production, can you have more asking power and earn more unit profits".
If it is just like this, Gu Ao's interests are the same as Zhang Zhongmou's.
Although it was very difficult, and it took incomparable management and quality control and cost control efforts, Zhang Zhongmou was willing to give it a try.
"At this point, our interests are aligned, and I can't justify not working in that direction. Zhang Zhongmou had a good-faith showdown.
"What I want is not hard work, what I want is to make sure that I do it! Otherwise, how could your team be worth hundreds of millions of dollars in the first place?" Gu Biao pressed expressionlessly.
Zhang Zhongmou gritted his teeth: "I must achieve the objective conditions to the extent that Motorola scraps production, of course, I can't ensure the business efforts at the doorstep, there are too many uncertain factors."
However, if the management indicators are not met, and Motorola finds excuses and flaws, you can deduct my pledged equity!"
When Xiangji was established, Zhang Zhongmou pledged the original valuation and doubled his shares. If the performance is not met, his mortgage will be enforced.
So in terms of motivation, Zhang Zhongmou must fight with blood, even if he loses half his life, he must rack his brains to do things well.
At least until he redeems the mortgage by the value-added part, Gu Biao does not have to worry about the subjective initiative of the other party.
"That's the best," Gu Biao finally smiled, "Then, I have one last request, you agreed, and the rest of us can seek common ground while reserving differences." ”
Zhang Zhongmou's expression was solemn: "You say." ”
Gu Biao responded to reveal the mystery: "I'm afraid that your expansion progress will not be reached, so I have to sign an additional clause to provide a guarantee for Tiankun - in the next 5 years, all the output of Xiangji Electric, when Tiankun has demand, must give the highest priority to supply production capacity to Tiankun first." When the demand for Tiankun is full, you can only execute the supply with other customers, otherwise, you would rather pay liquidated damages than give the goods to Tiankun first.
After all, it's possible for you to scrap Motorola's production capacity in the future, and if I don't, my own supply chain security is not guaranteed. ”
Zhang Zhongmou thought about it and didn't see anything wrong with this article for the time being.
In fact, TSMC did the same in later generations, whenever the latest 16nm/14nm/11nm process technology comes out, if Apple, a big customer, uses it, TSMC's production capacity is insufficient, and other Xiaomi, OV brothers will have to wait, watching their mobile phones temporarily not use the latest and finest process CPU.
Whether it is TSMC or Xiangji, these companies are not oriented to the final consumer market, their goodwill is not so valuable, and they cannot occasionally delay their performance, and they will not lead others to change their business in the future. After all, everyone is a profiteer, and they only look at their interests and don't care whether they are respected or not.
Respect this kind of thing, only the end consumer cares, and the businessman is shameless.
Even if you don't give him face and make him lose face once, as long as you can still make money by partnering with him, the businessman will continue to work with you next time as if nothing had happened.
Consumers will say, "Trough, you don't respect Lao Tzu, Lao Tzu will never buy your stuff again!"
Therefore, Zhang Zhongmou does not have too much psychological burden: "I can agree to this, but if Tiankun's sudden demand embezzles other people's goods, and the resulting liquidated damages are too high, Tiankun will help me bear part of it." ”
"Deal. ”