Chapter 12 The correct way to open the era of copycats
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Gu Mojie calculated the strategy given by Ye Weilun: "Secure browser, supporting backup search engine; secure email and cloud space; Hatsune Download, which can provide cloud space downloads, email attachment download acceleration and support for BT resources - it seems that this is the core direction of our efforts in 2006? Estimate that the R&D and upfront hardware investment required in the first year will be five or six hundred million. ”
Ye Weilun: "If the cash flow is sufficient, of course, you can start other projects, of course, those are additional, not the company's core competitiveness, and it depends on the coordination and progress of external technology." ”
Gu Mojie: "For example? ”
Ye Weilun: "For example, this is the case for our follow-up digging in input methods, translation and speech recognition. The company has been doing deep learning since 03 years、Self-evolving pinyin input method and translation software,Now there are two full years of user habit number jù accumulation,This piece of the large number jù,No one in China or even the world can compete with us。
Last year, I went on the "Hatsune Video" of the "search songs by lyrics and humming tunes" function,In principle, it's actually the same.,It's just that the input end of the fuzzy search is further expanded to the recognition of audio signals.,Plus the artificial audio material synthesis technology developed at the end of the year-that is, the 'Hatsune Singer' game is an attempt.,The audio materials of Zhou Jielun and Jolin are fragmented and collected.、And then reassemble and synthesize。
The accumulation of these three aspects. In fact, it is enough for the company to develop a new application area, that is, input methods based on audio sampling, and translation software for audio input. But. The current demand for this part of the application on the computer is not strong enough, because it is quite convenient to type and input on the computer......"
When Ye Weilun said this, Gu Mojie immediately understood.
"I see, you mean to say that the bottleneck in the development of these technologies does not lie in our company itself. It's also limited by the performance of the hardware platform of the mobile phone, right? ”
Talking to someone who knows how to do it is easy.
"That's what I meant."
Gu Mojie picked up his cup. Drained the slightly cold tea in one go, got up and paced around the room a few times, then stared out the window to sort out his thoughts.
Ye Weilun mentioned the mobile phone. It made Gu Mojie think of a lot of industry trends.
Before 05 years. In fact, mobile phones are a pure hardware-dominated industry, and the software development of mobile phones is almost not independent, and they are all dependent on major hardware platform giants.
On the one hand, because Nokia, Motorola, and Samsung all use their own incompatible suite solution platforms, the possibility of mutual compatibility of the code written for each company is very low. The project teams that write mobile phone software, if not directly employed by these large companies, can at least sell their results to one of them. It's impossible to take all the benefits of several.
In China, the 2G network is still in use. The set platform of the mobile phone terminal is naturally also 2G, only Unicom's CDMA is 2.5G. Although the United States and Japan have begun to use 3G, the software standards of different hardware platforms have not been unified, and the software industry can only fight independently.
Moreover, compared with international giants, domestic mobile phone brands also have a disadvantage, that is, none of them have their own core chip technology, and the sets they use are all licensed from foreign giants. For example, domestic brand companies such as Hisense at that time, just buying a group of Qualcomm (Qualm) authorizations (licenses), it cost 30 million to 50 million yuan.
The so-called authorization (license) is only "to allow your company to use Qualcomm's XX series suite platform to develop the corresponding mobile phone", that is to say, even if a mobile phone brand has just entered the industry, a mobile phone has not yet been produced, and the threshold for entry into the industry alone has already spent tens of millions, and mobile phone brands have become very scarce because of this high entry threshold in funds. Years later, Qualcomm was also subject to an antitrust investigation by the Ministry of Commerce of China for this overbearing licensing fee, and issued a fine worth billions of dollars.
In this international environment, software-led companies can basically only mix in the PC field, and it is impossible to do anything in the mobile phone industry - unless it is strong enough to build a new mobile phone hardware platform of its own, and then push this hardware platform to a position that is more powerful than Nokia and Motorola.
Of course, this was later done by later generations of Apple, although today's Gu Mojie does not know. In Gu Mojie's eyes today, it is an impossible task or too costly.
However, the above situation is limited to 05 years.
At this point in time when Gu Mojie and Ye Weilun were chatting, the world had quietly changed in a small step.
At the end of 05 and the beginning of 06, Taiwan's MediaTek (MTK) developed a mobile phone package with independent intellectual property rights that can completely bypass Qualcomm's technical barriers. Moreover, MTK chose another development route because it knew that it was a rising star, with a deep foundation and a weak brand.
MTK is the world's first mobile phone chipset developer that does not require license fees, and with its sets, as long as you spend the money to buy a set, you can sell as many as you want with 1,000 chips, and there is no additional cost.
This kind of big killer instantly hit the threshold for mobile phone brands to enter the industry.
originally wanted to be his own mobile phone brand, but he had to weigh it: as long as he entered the door, the tickets had already been collected by Qualcomm for 30 million, if the gross profit behind him could not be more than 30 million, and the mobile phone did not sell well, wouldn't it be a loss? Without a foundation of hundreds of millions, I don't dare to touch the mobile phone industry at all.
Nowadays, switching to MTK's chipset, the ticket does not cost money, the actual consumption after entering the scenic spot is how much, and the production of a few mobile phones to give a few chips money, the original anxiety about profit margins, and the red mobile phone industry, how can people not flock in? Those small factories with only one or two million total capital. Mushrooms sprung up overnight, blooming everywhere.
Since then, a trend has emerged that focuses on the Chinese market and takes into account the global sweep.
That is the "copycat machine".
……
Gu Mojie clarified the current situation of the industry. Sitting back in his seat, he asked: "What depth do you think the company should be involved in the copycat market?" ”
Ye Weilun: "I think every brand of copycat machine will not last long. Once the threshold of an industry becomes lower, for large companies with abundant funds and strong strength. It's not a good thing, because there are too many competitors. The good days of copycat machines, I estimate that it will be more than a year at most. Then it will enter the bloody Red Sea and fight fiercely to kill more than half of the brand.
Therefore, for the company, the best choice is to only intervene in the software market of copycat machines. Not involved in the hardware market - originally. The software and hardware interface standards of each company are different, and the code written for one brand of hardware cannot be used for another brand. Now the hardware they use is unified to the MTK suite, as long as we dig a group of senior mobile phone programmers, targeted to understand MTK's code standards, then the written upper-level application software, it is possible to be applied by many copycat manufacturers at the same time——
Actually, we're not the fastest at this point, as far as I know. The most desperate in the industry in this regard is the Teng Xun of Ma Hua Rattan. Since the trend of copycat machine investment in China. Even if the machine has not yet come out and has not been put on sale, Fuji Xun has also invested a large number of programmers to solve the compatibility problem, trying to make all copycat brands install QQ on their mobile phones. We are now entering, and we are only the second in the country. ”
Gu Mojie wanted to say in his heart that he didn't feel emotional, it was impossible. He felt that he had grasped the pulse of the times very closely, but he didn't expect that there were still people who were no less eyesight than him. Copycat mobile phones have not yet been produced, and Brother Xiao Ma is already brewing to break the "first third-party software for copycat phones".
It is estimated that Brother Pony will be the ultimate boss he will face in the business war of his life.
Once Gu Mojie has made a decision, he will soon enter a state of looking for specific countermeasures, and the situation will hardly affect his work.
"Brother Ye, once the floodgates of the copycat machine are opened, the market will face more than just three or five brands, 06 years, maybe the mobile phone brand will grow to fifty, a hundred, or even more - have you thought about it, if we only do software, not hardware, how to talk about cooperation with these miscellaneous brands? There are so many miscellaneous cards that we can't talk about them at all.
It's as if Saddam Hussein was eliminated by George W. Bush, or the Afghan government was eliminated by him, and the US military wanted to negotiate with the guerrilla leaders, but there was no one to say the final word. ”
This is a very real problem, when an authority is removed, it is often replaced not by a new authority, but by a large number of people who disagree with each other, and no one is qualified to speak up.
It is as if the Oriental people often have a misunderstanding of the Gido world, believing that there are only three major schools in the Gido world: Heaven-Lord, East-Orthodoxy, and Protestant-Christianity.
As everyone knows, there are actually more than three factions.
Naturally, the Lord and the East are the two great schools of purity.
In fact, there are more than 40,000 subdivided small sects in Protestantism - since you Martin Luther could disobey the Pope and do it yourself, then your people are also qualified to disobey you and do it yourself. As long as there is a division of the change of dynasty, the sacredness of the eternal line can be ended, and the division of the change of dynasty can be repeated indefinitely.
This kind of thing, as long as it is broken, it can't be contained. Unless, like the Japanese, there has been no change of dynasty in 2,600 years, in order to maintain the "one line of ten thousand generations, eight Hong and one universe".
Gu Mojie was looking forward to Ye Weilun's answer. Could it be that Ye Weilun will persuade him to grasp the big and let go of the small, and only negotiate with the most prominent representatives of the gangsters in the copycat machine when the time comes?
"I think we can do it both ways. First-hand, it is called grasping the big and letting go of the small - after our software comes out, we take the initiative to negotiate with the copycat mobile phone manufacturers with a relatively high market share on the market, so that they can pre-install our products from the factory. In addition, we can't completely give up on small trash fish, and we can change to the operator's way.
Many small brands do not have the strength to make their own distribution channels, so they can only fight a price war and strive to be the contract machine supplier of the three major operators. If we can do something about the technical standards of the contract machine of the three major operators and list some of our software, wouldn't it be more convenient than negotiating with those little miscellaneous fish one by one? ”
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