Chapter 1006: Response

Zhang Ran changed her daughter's diaper, returned to her position, and said, "Where did I say just now? By the way, Qualcomm, how could Qualcomm's reaction be so big?"

"It's not once or twice that foreign companies have taken advantage of their dominant market position to suppress Chinese companies. Don't talk about Qualcomm, MediaTek's suppression of mainland chip companies is very domineering, Li Liyou told me that a few years ago, Spreadtrum originally planned to cooperate with TCL, and MediaTek's senior management immediately called TCL after learning about it, asking to stop cooperation with Spreadtrum, and said that if it continues to cooperate with Spreadtrum, MediaTek will terminate its cooperation with TCL, and finally TCL can only give up cooperation with Spreadtrum. ”

Zhang Ran still doesn't understand: "Spreadtrum and MediaTek are competitors, MediaTek's reaction is understandable, we have no conflict with Qualcomm, and the acquisition of Spreadtrum will not threaten Qualcomm?"

Wu Ruide explained: "Qualcomm's CPU performance is average, and the reason why it can beat strong opponents such as Texas Instruments and Intel is not how strong the CPU is, but Qualcomm's baseband chip. Texas Instruments' CPUs are stronger than Qualcomm's, but why would they lose to Qualcomm? Because Texas Instruments does not produce baseband chips. If you use a Texas Instruments CPU, you need to buy a baseband chip and an RF chip. These chips are produced by different manufacturers and need to be debugged, which takes a long time. Now mobile phones are fast-moving consumer goods, and they are updated quickly, and if the product cannot be launched as soon as possible, it will be in a disadvantageous position in the competition. Qualcomm's advantages come out, as long as you use my CPU, baseband, RF signal, etc., to help you get it, for opponent mobile phone manufacturers, the use of Qualcomm's chips saves time and effort, and they are naturally willing to use Qualcomm's chips.

At present, the world's mobile phone chip manufacturers can produce CPU, baseband chips, and RF chips at the same time, and there are only three mobile phone manufacturers that provide solutions, Qualcomm, MediaTek, and Spreadtrum. Of course, Huawei is also able to produce these chips, but their chips are not sold out. In fact, Qualcomm has always wanted to acquire Spreadtrum, but Spreadtrum has not agreed. If Century Summit acquires Spreadtrum and invests a large amount of money in research and development, Spreadtrum will definitely launch an attack on high-end chips, which may break Qualcomm's dominance, and it is not surprising that he will make a move on Century Peak!"

After listening to Wu Ruide's analysis, everyone present suddenly realized what was going on.

Seeing that everyone understood the reason, Wu Ruide looked at Hastings and said, "Reed, you come and talk about the situation of Motorola." What would happen if Motorola didn't use Qualcomm chips?"

Hastings said directly: "Motorola will die! Motorola is already in a disadvantageous position in the high-end market competition with Apple and Samsung, and its market share is very small. Without Qualcomm's high-end chips, Motorola would surely die. ”

Zhang Ran frowned and said, "Is there no way to replace it with other chips?"

Hastings said helplessly: "The high-end mobile phone chips on the market are Qualcomm, TI Texas Instruments, Apple, Samsung's Orion, and NVIDIA. Apple and Samsung's chips are not sold out, Motorola originally used Texas Instruments' chips, and the performance was very good, but last year Texas Instruments had withdrawn from the mobile phone CPU. NVIDIA's chip power consumption and heat generation are particularly large, and it will be a big problem when used in high-end mobile phones. Intel's mobile phone chip is an X86 architecture, which has compatibility issues. If it weren't for Qualcomm's chips, Motorola would have died!"

Zhang Ran nodded slightly, looked at Liu Zuohu and asked, "What about the situation with Plam?"

Liu Zuohu said: "We have a batch of Qualcomm chips in our hands, which can support three or four months, but once the time passes, we can only use Spreadtrum's chips." The performance of Spreadtrum chips is very poor, and we can only make mobile phones with less than 1,000 yuan with Spreadtrum chips. This price of mobile phones, consumers are mostly 40 to 50 years old, and most of them are mainly in the third and fourth tier towns! This part of the consumer population is very large, PLAM will definitely be able to survive, but this part of the consumer has a relatively small impact on the mobile Internet, they do not speak much on the Internet, and they can not create any public opinion, and the brand value and influence of PLAM will be greatly reduced. ”

Zhang Ran thought to himself, Qualcomm is now completely dominating the current mid-to-high-end mobile phone chips, and without Qualcomm's chips, it will be squeezed out of the mid-to-high-end market, no wonder there is the confidence to ask Century Summit to give up the acquisition of Spreadtrum.

Wu Ruide said slowly: "Everyone has heard the situation, and things are very troublesome now! If we continue to acquire now, Qualcomm will definitely suppress us and cut us out." Losing money is a trivial matter, but if it affects the promotion of the Phoenix system, it will be a big deal! But if we give up the acquisition, we will be subject to Qualcomm in terms of chips from now on, and we can only let Qualcomm handle it, and this is absolutely what we don't want to see! Let's talk about your views, what should we do now?"

Wu Shidao, the company's chief technology officer, said: "At that time, Huawei made USB data cards, which were sold all over the world. At that time, Huawei's data cards were all based on Qualcomm's baseband solutions, and the two companies negotiated and bargained every year. However, in order to control Huawei, Qualcomm later began to support ZTE, and the supply to Huawei was not timely or even cut off, which had a great impact on Huawei's business. As a result, Huawei gritted its teeth and developed its own chips, and finally developed the Baron baseband chip. Now Huawei is gritting its teeth to develop HiSilicon chips, also in order not to be controlled by Qualcomm. We should do the same, and we can't let others handle it!"

Sun Hongbo, the company's chief operating officer, said: "I think the acquisition of Spreadtrum should be stopped. It's not that we don't make chips anymore, and it's not that we don't pay attention to chips, but we put them aside for the time being. The most important thing now is to promote the Phoenix system, which is our top priority at the moment. Chips are of course very important, but the layout is not a big problem one or two years later. The Phoenix system is different, if we can't rush up the market share in one or two years, then we have no chance. ”

Liu Zuohu said: "Not only do we want to buy Spreadtrum, but there are other companies that also want to buy, if we give up the acquisition, others will definitely start, and there will be no store in this village!"

Whether you continue to acquire Spreadtrum or abandon the acquisition, there are pros and cons. The number of people present who supported the continuation of the acquisition and those who wanted to give up the acquisition were almost half to half.

Seeing that Hastings had been silent, Wu Ruide said, "Reed, talk about your thoughts." ”

Seeing Zhang Ran clicking his name, Hastings said, "I think we should buy Spreadtrum." After the acquisition of Spreadtrum, PLAM used Spreadtrum chips to take the low-end route, as for Motorola. He paused and said firmly: "Sell Motorola's mobile phone business and keep Motorola's mobile phone patents and VR business!"

Everyone present was very surprised, after all, Motorola mobile phones are a very influential brand, and recently they have been subsidized on a large scale, and in this case, Hastings suggested selling Motorola, which is really surprising.

In Zhang Ran's plan, if Motorola can't do it, it will definitely be sold. But he didn't rush to make a statement, and continued to tease his daughter.

Hastings said casually: "From the acquisition of Motorola to the present, Motorola has lost $1.5 billion, if it wasn't for the sale of the set-top box business, I would have left! We have recently subsidized Motorola mobile phones around the world, and sales have increased, but the increase is not large, according to the current state, the loss in the next year will exceed $1.5 billion." I think it's better to sell the mobile phone business than this, and the rendering module is an engine module that consumes CPU performance very much. If you want a 4K movie to be almost 200G, and the VR picture is 360 degrees, the picture content is several times that of an ordinary 4K movie, and the CPU requirements for running such a large file are particularly high, so it is best to be able to develop a special VR processor.

Recently we have been working on a technique called foveated rendering, which can render small areas of the display, and we have achieved a sudden level of rendering from 1K to 4K, and are currently experimenting with rendering 2K to 8k. The use of this dynamic rendering in VR is not only demanding on the CPU, but also on the GPU. Now our R&D is largely stuck on the CPU and GPU, the GPU situation is better, the graphics processing of Century Peak is particularly strong, and we are developing software optimized for GPU, but there is really nothing that can be done about the CPU. We want to develop a dedicated CPU, and preferably even the GPU ourselves!"

Liu Zuohu asked, "When will your VR be launched?"

"It's expected to take another two to three years before this product can be brought to market, and the foveated rendering technology involves eye tracking, which we are not particularly good at, and on top of that, VR has a particularly big problem, which is vertigo," Hastings said. 80% of people who are new to VR experience some degree of dizziness within 20 minutes. The reasons are complex, physiological reasons, the refresh rate and frame rate of the headset, etc., among which the refresh rate of the headset is a particularly important one. If the refresh rate of the headset reaches 150 to 240, it can greatly reduce the feeling of vertigo.

However, we have negotiated with the German SMI company, which was established in 1991 and has been working in the field of eye tracking for 26 years, with very strong technology and many patents. Not only does their eye-tracking technology work in tandem with our rendering technology, but their eye-tracking glasses are capable of a 120Hz refresh rate.

THE TECHNOLOGY OF OUR TWO COMPANIES IS COMBINED, AND OUR VR CAN REACH A SINGLE EYE 8K, 120HZ REFRESH RATE. Now the most advanced VR resolution on the market is 960 per eye, and the refresh rate is 60HZ, which is not at all a level of opponents with us. When we bring this VR to market, it's sure to make a splash and eventually change the world!"

Everyone present knew that VR is the most important strategic direction of the company in the future, and the company is also developing VR technology. It's just that everyone didn't expect the company's VR research and development to reach such an extent, throwing a big cut of VR products on the market.

At this time, Zhang Ran, who had been teasing his daughter, spoke: "When we started VR, we thought it would take less than ten years for a satisfactory VR product to appear. Because the resolution of the computer has developed from 320 to 2560 today, it has taken more than 20 years. We think it will take at least ten years for VR to reach 8K resolution. But the company's research and development of VR is faster than expected, and VR also needs special chips, which is the fundamental reason why we acquired Spreadtrum! Qualcomm's out-of-stock will indeed cause us trouble, and even affect the promotion of the Phoenix system! But we can't back down! For us, VR is more important than mobile phones! In the field of mobile phones, we have no chance to surpass Apple and Google, but in the field of VR, we have opportunities. It's not that we can't do anything with Qualcomm! Qualcomm can make us uncomfortable, but we can also make Qualcomm uncomfortable!"

When everyone heard Zhang Ran say this, their eyes were focused on his face, wanting to hear what could be done by the other party.

Zhang Ran said coldly: "Qualcomm is relying on its dominant position in the chip market to suppress us, Huawei, and Chinese chip companies! But Qualcomm has forgotten that this is China! We will join forces with Huawei, ZTE, and other domestic enterprises to sue the National Development and Reform Commission, the Qualcomm monopoly, and the Chinese enterprises for abusing their dominant market position to suppress Chinese enterprises! The Prism Gate turmoil has not yet dissipated, and the government is worried that it has no chance to clean up Qualcomm! They are jumping out now, and they are simply looking for death!"