Chapter 140: The Root Cause of Silicon Valley's Evangelism of PHC
Qiao Wei didn't know what Ye Hua was thinking in her heart, and the latter paused for a moment and said, "...... So the final problem leads to a node, that is, this teammate must be sold, the reason is that there is a general trend of fragmentation in the market, it used to be easy to do, the PC era and even the current PHC, it needs only a few things, CPU, memory, then continue to produce, continue to invest, continue to make the accuracy higher and higher, keep doing the operation faster and faster, and it's over. β
"But in the future, it will be different, and now there has been a diversified, segmented, and fragmented market pattern, such as smart phones, which are completely different, and then there are many sensors in the middle of the Internet of Things, and intelligent robots, drones, automatic driving, AI, etc., which will appear in industrial production in the future, and you will find that there are more and more different blocks in the entire market."
"The entire market is fragmented and diversified, and each segmented market has its own very unique requirements, and it is no longer feasible to concentrate on the large investment of funds in the past and only pursue computing power."
"Because this will involve a problem of rate of return and investment risk, in a relatively small market, there is no such a large scale, there is no such a large demand, it used to be a super-large-scale market, so only need to invest, the batch is large, a wave is often tens of millions of shipments, and the money will be earned."
"And now or in the future, a small market, its demand may only be tens of thousands of pieces, what to do? At this time, if the manufacturer invests on a large scale, it will cause a question, can it make money back? If you are the boss will definitely hesitate, this hesitation will be a big trouble, I said before, no link can drop the chain, your hesitation of the entire semiconductor industry will be panicked, which will hinder technological innovation, at this time my coastline company to do is to sell decisively, leave the scene as soon as possible to find the next home, dead friends do not die poor. β
Qiao Wei was silent in the audience, but also nodded slightly, Ye Hua looked at her pretty and eye-catching side face with appreciation, and said with a smile: "So, this is why we see now why Intel is the big brother of the industry in the PC era, because it is highly concentrated, the demand is the same, everyone needs PC chips, so let's throw money into it, the production capacity is not enough to expand the plant and increase the output, and the money can be earned, at that time they will not think about the money that they smashed in and cannot be recovered, Because the market demand for chips has always been in short supply. β
"And then the rise of the mobile Internet, smart phones appeared, and suddenly a Qualcomm appeared, which was completely unexpected, Intel including everyone at that time, the biggest feature of mobile phones is that they require wireless communication capabilities, and Intel's main PC equipment does not move, notebooks and tablets too, so there is not much consideration for communication problems."
"After the smartphone came out, Qualcomm has been specializing in wireless communication since the 80s, and this aspect is Qualcomm's gene. As a result, there are now two leading enterprises in the semiconductor industry, one Intel, one Qualcomm, and now there is also a Huawei that is ready to enter the market and is also doing wireless communications, and it is also the master who wants to be a big brother, maybe it will be the three leaders in the future. β
Speaking of this, Ye Hua spread his hands and said with a vivid expression: "Good guy, this part is a bad thing, the eldest brother has three, and the younger brother below is confused, who is listening to?" It's even more messy. β
Retracted his hands and smiled: "At this time, the position of Intel boss is very uncomfortable, before daring to spend money and dare to invest, it jumped out and raised its arms, and the horses of the global semiconductor industry chain immediately followed Inte happily, but the PC market has shrunk year after year, and the mobile phone industry is growing in volume. β
"That's why Intel, on the issue of 5-nanometer chips, it hesitated, afraid that it would throw so much money into it, and the market has been shrinking, and the money thrown out may not be recovered in the future."
"So over the years, I think Intel should be very painful, he is looking for new chip development space everywhere, just to find a product that can make the chip production increase to be able to grow like a PC, I heard that Intel is very optimistic about the UAV, but unfortunately the UAV market size can not be as large as the demand for chips for PC equipment."
"So Intel, its position as the boss is getting more and more uncomfortable, and Qualcomm is about to ride on the face to make a threat, not to mention that it is even more difficult to accept."
"And at this time......"
At this time, Qiao Wei suddenly rushed to say: "At this time, we are like Intel's savior, because PHC is simply the perfect successor of PC, and has the potential to revive the glory of the PC era. β
It is for this reason that the head of Intel came to meet in person with a low profile, because Intel and even the entire supporting semiconductor industry behind it have high hopes for him, and this trip is only allowed to succeed and not fail for Swan, so even if the customer requires that it must be supplied for half a year, he gritted his teeth and promised. Is that right? β
After speaking, she looked at Ye Hua, and the latter looked at her in surprise for a while, and immediately boasted without hesitation: "Yes, Weiwei, yes, you can quickly keep up with your thinking and deduce your thinking so clearly, your progress speed and growth speed are okay." β
Qiao Wei couldn't help pouting, filled with a smug smile, and said lazily: "That's natural, follow the long-term immersion in front of a legendary boss like you, of course, this point of vision is not a problem, famous teachers make high apprentices." β
"Actually, there is another key point, if you can think of it, then I can consider letting you directly manage a large department." Ye Hua said suddenly.
"One more key point? What is it? Qiao Wei immediately asked curiously.
βPersonal-Holographic-ComputerοΌPHCγβ
βPHCοΌβ Qiao Wei was thoughtful, Ye Hua looked at her quietly, and saw that she had been thinking for a long time and finally fell on her with an inquiring gaze, obviously right.
Ye Hua said: "Why is the term PHC suddenly popular in Silicon Valley? Why did the personal holographic computer suddenly become the hottest new concept in the global technology world in such a short period of time? β
Qiao Wei replied without thinking: "There can be a deeper reason for this?" Isn't it just a matter of course that we made a stunning appearance at the World Expo? β
Ye Hua shook his head, "It's still To-young-to-simple...... PHC has become a big hit in Silicon Valley, and then quickly became a global hit, and there must be a strong promoter behind it, and this promoter, my guess, is Intel and the entire semiconductor industry behind it. You must know that this is the technology of the Chinese people, and the Americans should feel sad, and the fact we see is that there is a wave of manpower that is so energetic, and this person is only Intel and the associated vested interests. β
Qiao Wei understood it at one point, and immediately took the opportunity to answer: "The hotter the PHC advocacy, the more beneficial it is not only to us, but also to Intel, so there is a recent large-scale collapse of NASDAQ technology stocks and the market value of Intel Corporation has risen abnormally!" β
Ye Hua nodded with a smile, but Qiao Wei added, "But, what's the point of knowing this?" β
Ye Hua suddenly said: "It is of great significance, which means that I have obtained an important message, that is, Intel is both excited and urgently needs a blockbuster news to further heat up the capital market and let its stock market take off again." This information is very important, I know it means that I have a bargaining chip, in the next negotiations it means that I am the active party, Intel is in a hurry, but I am not in a hurry, the coastline is not a listed company, I still have AMD this bargaining chip, no matter how bad I still have the support of domestic semiconductor manufacturers, it is a big deal to do it slowly, because I have promising future prospects, this is the biggest bargaining chip. β
"Then I have the qualifications to negotiate terms with him, and Intel has no room for bargaining, if Bob Swan's business trip to the United States this time is a gray return to the United States, as soon as the news comes out, it will inevitably hit the confidence of market investors, and the stock will fall sharply. So that's the big bargaining chip for me to have a formal business negotiation with him next, and I can make terms with him if I have the leverage. In the shopping mall game, it is necessary not only to not give an inch, but also to fight for every inch, so in the end, it depends on who has more chips in his hand. β
Qiao Wei suddenly felt deflated when she heard that there were so many teachings and that she had not considered them at all, she was a little proud, but the reality told her that if she was really alone in a business environment, she would still be a complete rookie, and she would be vulnerable in front of their real old foxes.
"It's not fair, why are you almost at the same age, you can see so well, you can understand the truth through such a little clue, is it possible that your body in your twenties is an old monster in your sixties?" Qiao Wei said angrily, feeling that her IQ was being crushed in all directions.
"Want to know? It seems that we haven't figured out the root of the matter yet, so we can dig deeper into each other. Ye Hua's tone suddenly changed, Qiao Wei suddenly panicked when she heard the tone of his speech, and got up and left without saying a word, but she was still half a beat slower, and her wrist was held by him and then pulled by a force back.
"It's the company." Qiao Wei's face was crimson, and she glanced at the office door from time to time, in this case, her heart fluttered in a panic, in case she rushed into someone......
"Locked." Ye Hua said calmly.
"When are you?" Qiao Wei looked at him in astonishment.
"When you drink water, you're focused on your thoughts." Ye Hua replied briefly, and seeing that she still wanted to struggle, he immediately held her waist and limb to fix it.
Qiao Wei saw his calm and calm expression, the psychological quality of the two sides was really incomparable, and after a while, she had no choice but to give up the struggle, and could only choose to accept the reality.
Then he sat on it with his knees bent.
Chu's waist is slender and his palms are light, and his ride is timid and delicate. The clever girl is soft and charming, and her heart is drunk with Bi Luoyin. The wonderful outside is not to be spoken, and the delicate is biased towards the eyebrows. The whole body in the cave is square inches, and the butterflies love a wisp of spring among the flowers.
So, gradually getting better, the soul is out of it, wandering in the meantime, and getting carried away.
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