No. 146 on the West Lake of the Sword

What is really worth warning about is the supply of components.

From 2003 to 2004, the momentum of domestic mobile phones suddenly came to a sudden brake, in addition to the low-intensity patent war, the most important factor was the supply chain crisis. LCD screens, crystal oscillators, LCD connectors and controllers, these three key components were extremely scarce at that time, causing many manufacturers to be depressed and cut new models.

However, this is just a business strategy.

Taking the mobile phone LCD screen as an example, in the first half of 2004, the LCD screen was the most scarce core accessory, which indirectly drove the stock prices of BOE, Shenzhen Tianma and other companies all the way up; In the second half of 2004, the LCD screen suddenly ushered in a big dive, from a shortage to a surplus in a very short period of time.

In order to try our best to avoid the blockade and deterrence of components, Zhuwei company actively develops the domestic industrial chain. At the turn of 2004 and 2005, it was learned that BOE was ready to increase its investment in Yanjing BOE Hyundai Co., Ltd., and actively expand the mobile phone TFT-LCD LCD market. As long as BOE can ensure that the LCD screen produced meets 90% of the quality requirements of Zhiyu Technology, Zhiyu Music and subsequent models will give priority to BOE products, rather than importing from Epson and Sharp.

Working with BOE, rather than Sharp, proves that the quality of Zhiyu Music is very limited.

There's no way around it.

In terms of component manufacturing, Huaguo started late and was inevitably controlled by others everywhere.

Zhiyu can underestimate the patent threat, but he can't ignore the shortage of components.

Knowledge is knowledge, tools are tools.

Knowledge can be turned into tools, but it takes time to fill in the gaps.

Even if Zhiyu comes up with a high-level chip design at the moment, TSMC and other foundries will not sincerely cooperate with Zhiyu. Subject to the control of international capital and the political climate of Wanwan Island, TSMC made it clear that it would not put high-end mainstream technology on the mainland when it built a factory in Shenhai Songjiang to compete with SMIC.

Fighting the entire electronic information industry alliance on his own is too difficult, and it is not Wei Dongsheng's style of acting. Wei Dongsheng prefers to moisten the rain silently to erode and change the status quo of Huaguo's electronic information industry.

Therefore, Zhiyu unites in the ARM camp in the Nation series of chips, takes advantage of the one-way information transparency advantage of computer intelligent life facing the world, strives to learn from the products of international counterparts, trains employees familiar with chip design in batches, and provides mature integration solutions to domestic mobile phone companies with low-cost advantages.

Zhiyu insisted on the courage of hitting the stone with the courage of the Leader series of chips, abandoning the X86, ARM, MIPS and other architectures, written by Wei Dongsheng himself, and launched the dynamic instruction set SML (State_Machine_Leader) architecture based on the unified software and hardware concept of computer intelligent lifeSML () architecture is a new concept of architecture, after targeted optimization for mobile phones, its efficiency in all aspects is higher than ARM. Unfortunately, dragged down by the industrial chain, SML appeared in 2005 like GSM mobile phones back to the eighties. The baseband chip integration solution of Zhiyu Leader5520 not only needs to continue to pay patent licensing fees, but also has an efficiency of only 80% to 85% of the current mainstream high-end chips.

In terms of performance parameters, Zhiyu Music does not have any advantages.

Zhiyu Music is the contemporary oppo and vivo.

Of course, just like oppo and vivo, Zhiyu Music also has its uniqueness. The advantage of Zhiyu Music is "Music", the main music mobile phone, Leader series chip, Zhiyu operating system, music software application, etc., Wei Dongsheng has optimized it with the assistance of computer intelligent life. Zhiyu Music supports all music formats that do not involve copyright issues, and if users want to make up for the shortcomings of music formats involving copyright issues, they can go to Spring and Autumn to search for "software patches uploaded by enthusiastic netizens". Rest assured, the level of enthusiastic netizens is very high, and they can try their best to solve all problems at the software level.

Even if there are no functions such as mobile phone calls and text messages, Zhiyu Music is also an MP3 player with a super good experience.

Perhaps because of the proper positioning, Zhiyu Music, the first mobile phone released by Zhiyu Technology, was launched at the end of June 2005 to the beginning of September 2005, and has sold 600,000 units. In the era of more than 1,000 yuan for mainstream models, Zhiyu Music can sell 600,000 units at a high level of 3650 yuan, and the results are already very good.

Some people may accuse Zhiyu Music of being black-hearted and making money, and the performance parameters are not as good as the high-end products of brands such as Nokia, but they are sold as expensive as them. However, in the absence of industrial chain support, it is definitely a dead end to take the low-price and low-profit route for products with such a new architecture as Zhiyu Music. Instead of being constrained by the supply of components, Zhiyu Technology should take the initiative to reduce the model model, take the initiative to reduce low-profit sales, and build a closed industrial chain like Apple.

Since the integration plan is poor and the industrial chain is lacking, the Leader series chips simply produce and sell themselves, and play by themselves behind closed doors.

Zhiyu Music focuses on the high-end market, and the Nation series of chips unite in the ARM camp to provide cheap and high-quality chips to domestic mobile phone companies. Domestic mobile phone companies are accustomed to focusing on the low-end market, and there is no conflict of interest with Zhiyu Music; Domestic mobile phone companies rely on the Nation series of chips to reduce costs, so they have successively established a deep or shallow interest alliance with Zhiyu, united to negotiate with international counterparts, reform the patent authorization mechanism, and reduce patent fees.

Of course, these are just defensive strategies.

In order to avoid patent disputes to the greatest extent, domestic mobile phone companies often choose to cooperate with international giants. For example, Ningbo Bird, which ranked the world's ninth largest mobile phone manufacturer in 2004, has in-depth cooperation with Sagem of France; TCL acquired the mobile phone business of Alcatel in France.

Wei Dongsheng began to lay out the industry very early, so that Zhiyu Group held 25% of the shares of Spring and Autumn Network, and the valuation of Spring and Autumn Network reached 89 billion US dollars, and Zhiyu Group instantly obtained more than 2 billion US dollars in net assets.

In order to avoid patent disputes and actively integrate into the international market, Zhiyu Group decided to follow the example of Bird and TCL and realize 25% of the equity of Spring and Autumn Network to acquire the mobile phone business of international giants. Just as Siemens was puzzled by the lack of hope in the mobile phone business, Zhiyu also applied to Siemens to acquire its mobile phone subsidiary after BenQ in Wanwan Island. The price offered by Zhiyu was higher, and Siemens was interested in the Chinese market, so it did not hope to obtain Zhiyu's shares by selling the mobile phone business, so the two sides quickly reached a cooperation intention.

Unexpectedly, something unexpected happened.

As soon as Zhiyu and Siemens reached an agreement on cooperation, the United States suddenly halted the acquisition on the grounds of affecting its national security. The subsidiary of Siemens' mobile phone business is in Germany, and Zhiyu acquires a German company, what does it have to do with the United States? It is a pity that the United States dominates the world, and it has the confidence to act recklessly. When the U.S. said it would halt the deal, the German government immediately rejected the previous approval and demanded that Siemens suspend the deal.

It is not in Siemens' interest to suspend the transaction, and Siemens is actively mediating on the surface, and on the other hand, it uses the excuse of the United States to extort more shares from Zhiyu. Wei Dongsheng understood at the time that Siemens was also uneasy and kind, and if Zhiyu transferred a large number of shares to Siemens and made Zhiyu Group a half-joint venture or foreign holding, the acquisition transaction would definitely go smoothly.

The acquisition of the mobile phone business of an international giant is just a strategic plan to go out of China.

Zhiyu's autonomy is fundamental.

In order to get out of China, he sold himself, how stupid it must be.

Wei Dongsheng did not hesitate to refuse Siemens' blackmail, and then Siemens threatened to sell the mobile phone business to BenQ, while continuing to negotiate with Zhiyu to test Zhiyu's bottom line. The setback of Zhiyu's acquisition of Siemens' mobile phone business reminded Wei Dongsheng that Zhiyu has become fat in the eyes of international giants, and he has also been on the blacklist of the United States as a potential threat.

Zhiyu has been pushed to the world without the will of people.

However, it is not too late to make amends.

Next, while continuing to lay out the domestic layout, Wei Dongsheng must also allocate a certain amount of energy to the global layout. Taking advantage of Jack Ma's "West Lake Sword" platform to meet Clinton a while in advance is the first step for Wei Dongsheng to officially lay out the world.

A week later, on September 10, Wei Dongsheng arrived in Hangzhou on time.

Wei Dongsheng first met with Ma Huateng, and then came to the venue side by side. Since the summit mechanism was not suitable for private communication with Clinton in advance, Wei Dongsheng put aside the idea of chatting and laughing with Clinton and shifted his attention to other guests present. In addition to Wei Dongsheng, Ma Huateng, Ma Yun, and former US President Clinton, the important guests who participated in the 5th "West Lake Sword" also included Ding Lei, the head of NetEase, Wang Yan, the president of Sina, Zhang Chaoyang, the head of Sohu, Yang Zhiyuan, the founder of Yahoo, and Zhang Weiying, an economist.

Zhang Weiying presided over this small forum, first reviewed the history of the West Lake sword, and then offered the topic: "The next two hours are very long, I will first let each person give a short introduction of five to ten minutes, to talk about why you make money...... Chaoyang, you have come to participate in the 'West Lake Sword Discussion' for the first time, so I would like to ask you to talk about it first. ”

Zhang Chaoyang spoke in general terms for a while.

Zhang Chaoyang's Sohu and Sina are competitors, and the host's topic immediately turned to Sina President Wang Yan.

Then there was Ma Huateng, and when Ma Huateng was about to end, he didn't know what circle was spinning in his head, and suddenly nagged: "I think we can do something to improve the value and make users have tangible returns." The most fundamental thing is not to copy anything from abroad. ”

Zhang Weiying was a little confused, and asked Ma Huateng: "Your last sentence was to criticize them?" ”

Ma Huateng was not good at words, and denied it crampedly: "No." ”

Zhang Weiying didn't want to do much, and was ready to bypass it, but Zhang Chaoyang, the head of Sohu, was already unkind, and fought back against Ma Huateng without naming names: "Wang Yan and I belong to the returnee faction, and we all have different starting points." The northern faction is relatively grand, doing news, media, and research; The Nanpai tinkered with something on the ground and was busy making money. ”