Chapter 190: Another member of Xinxin Technology

"Pony, you should also feel that it is difficult for enterprise instant messaging software to optimize its functions after it achieves the current model.

It's hard to bring real innovation to the enterprise through functional optimization, and I think there is one thing we need to do in addition to what we are talking about now.

It's the business intelligence I just mentioned, which is not a new concept at Americacan, and there was already a concept of business intelligence, and business intelligence is data analysis.

What enterprise QQ needs to do is more advanced data analysis. ”

Zhou Xin originally wanted to go to sea with Kingsoft Software, which can be used as a built-in software for enterprise QQ and a built-in suite for enterprise collaborative office.

But after knowing that Kingsoft was behind Lenovo, he instantly gave up this idea and simply let Tencent develop its own office software, and then built it into the enterprise QQ.

Zhou Xin's dislike of Lenovo was not because of the early dispute between Liu and Ni in terms of technology, industry and trade, and there was not much problem in choosing trade first in that era.

As for the loss of Lenovo's state-owned assets in the process of reorganization, Zhou Xin did not have too much bad feeling about it, because there were too many such things in that era, and the problems of the times could not be attributed to individuals.

What really makes Zhou Xin unacceptable to Lenovo is that relying on the high price and low allocation of domestic brands, in the early years, under the name of domestic production, it was like no one in the state-owned system, but later claimed that it was an international company.

This kind of behavior of eating inside and outside is the most despicable.

Pony listened while recording these words in his notebook, and every time he communicated with Zhou Xin, he would bring a notebook and a pen, not wanting to miss a little valuable information.

"I can understand data analysis, but how to make it more advanced still needs to be discussed with the Tencent team," he asked.

I want to ask if I mean a more advanced algorithm? ”

Zhou Xin said: "No, no, no, I mean collaboration.

We expect that in the second half of this year, the built-in office software function of enterprise QQ will be launched, which means that enterprises will use the built-in office software of enterprise QQ to collect data and compile tables.

For users, they will resist when they switch from office to Tencent office software, and no matter how strong Tencent's development ability is, there must be a big gap between the user experience of office software and Microsoft office that has been polished for many years when it is first launched.

The advantage of collaborative office alone is not enough to make users turn to Tencent's office software.

So we need to find a new breaking point, which is what I just called business intelligence.

For most companies, they will analyze how the product is selling, will analyze the sales in various regions, will analyze the user group, and so on.

Supermarkets put chewing gum and family planning supplies at the exit of the supermarket checkout because they find that they can sell significantly more when they put them there.

Supermarkets place toothpaste and toothbrushes together because users pick them up and check out.

These are the experiences that supermarkets have summed up in the past business process, and they lack the logic behind them. Business intelligence can find more connections at the data level.

The result of the user's checkout is data, and from the bill, analyze which types of goods the user buys together the most, and then put them together. This is the most basic application.

Predicting future sales from sales and then determining the stock quantity to achieve the lowest inventory loss is also the application of business intelligence.

Not only supermarkets can do these things, but also clothing brands, restaurant chain brands, pharmacies, and white goods manufacturers.

This kind of data analysis has been done by companies in the consumer industry before, and enterprise QQ combined with office software can do this better.

Real-time synchronization of data, embedded some algorithms and models in the system, regional daily data synchronization to the headquarters in real time. Users can go to customize the algorithm. When the enterprise QQ was in China, we positioned it as only an enterprise instant messaging software. After arriving in Silicon Valley, it has become an enterprise collaboration software, and my vision for enterprise QQ in the future is similar to enterprise intelligence tools. ”

In Tencent's office, Zhou Xin and Pony Ma discussed the future prospects of business intelligence and enterprise QQ.

Pony Ma didn't know that a Southern Weekly report had pushed him to the forefront, but even if he did, he wouldn't have responded.

After coming to Silicon Valley, Pony Ma found that there were so many things he could do, and the process of promoting enterprise QQ in Silicon Valley allowed him to come into contact with a lot of various Amerilican companies, and he had a new understanding and idea of what the Internet and computers can do.

Now Pony Ma has no idea of making games at all, he just wants to do a good job of QQ this product, whether it is on the personal side or the enterprise side.

"An Email from Jack Ma"

An email notification appeared on Zhou Xin's Mphone on the coffee table, Zhou Xin picked up the phone and clicked on it after a cursory look and said with a smile: "It seems that someone has thought of going with me." ”

Pony Ma was surprised: "Who has such a keen eye?" ”

Zhou Xin said: "Alibaba's Jack Ma, he is your family. ”

Then after briefly telling Pony what Jack Ma wanted to do, Pony Ma said, "It's really a good business model.

Especially at present, there is a strong supply capacity in China, and if this model can be run, it will be much more valuable than Alibaba's current model. ”

Zhou Xin asked: "Do you know Alibaba well?" ”

Pony replied: "I know a little bit about the well-known Internet companies in China, let alone Alibaba, they are very famous in China.

If Ali wants to go overseas, it is somewhat similar to Tencent, after finding a benchmark company to make a name for itself, even if they don't help other retailers make systems, other retailers may come to them for cooperation because of the low price of the source of goods.

They can also help domestic manufacturing enterprises find markets, which is of great benefit to the entire market economy. The second or third service object of enterprise QQ in China is Pengcheng's foreign trade group.

They're doing a similar model, but their model is backward and passive, and I'm very optimistic about what Jackma wants to do. ”

Zhou Xin asked: "Tencent doesn't want to do it?"

You have an advantage over Ali, you have now established cooperative relations with many consumer companies on Americacan's side, and the companies that Enterprise QQ has served in Americon should have exceeded 50, almost close to 100, right?

You will have an advantage. ”

Pony Ma thought for a moment, and then said: "The problem is that we don't have an advantage in China, and you just told me about the vision of the future of the enterprise QQ, and Tencent doesn't have the energy to invest in this direction."

And I'm not interested in e-commerce. ”

When Pony Ma said this, Zhou Xin thought of Tencent, which had been frequently attacking in all fields after it had been developed, "Okay, you should think about business intelligence." ”

"Professor, did you call me here today because you thought about it?" Zhou Xin asked.

Hu Zhengming nodded heavily: "Yes, I thought about it, I am also in my fifties, and I don't have much time to toss, after discussing with my wife and my two children, I finally decided to go to Shenhai to help you."

Of course, this is also my long-cherished wish, and I still want to help Huaguo's integrated circuit industry to make a little contribution.

Although I have done some things before, these things are insignificant contributions, but I went to China to give lectures, do some academic exchanges, and recruit some international students from China.

Now that I've decided, I'm going to do more.

Sixteen years ago, Academician Yan invited me to return to China to help China develop integrated circuits, and I still remember Academician Yan telling me that China has a huge gap with the international advanced level in various fields, and the gap in the semiconductor field is not so big, and it is a field that is expected to catch up.

In that era when exchanges relied on international letters, Academician Yan hoped that I could give some suggestions to Huaguo, and hoped that I could bring some cutting-edge technical information and the latest research directions back to China.

Looking back now, China has not only not approached the international advanced level in the field of integrated circuits, but has lagged behind a lot.

When Europe, America, Neon, and Goryeo began to take the industrial division of labor, chip manufacturing became more and more subdivided, and different companies were only responsible for a specific small direction, but Huaguo was engaged in a relatively backward centralized manufacturing model.

China's chip manufacturing industry is heavily dependent on imported equipment from abroad, and the modest contribution I have made over the years has not played any role.

On the contrary, you let Ben Jian and Lao Guan return to China for just over a year, and they have already manufactured the most advanced domestic lithography machine in China and designed such an advanced mobile chip as A1E.

The A1E is even the fifth chip in the A1 series.

So I still want to go back and see. ”

Hu Zhengming said a lot of content, and Zhou Xin originally didn't have any hope of persuading Hu Zhengming to go back.

Because he persuaded Hu Zhengming to return to China, Zhou Xin mentioned this idea to him at the end of 1999, and it was 2001, and China was about to join the WTO.

Generally, the longer the other party thinks about a thing, the more likely it is that the other party will refuse. In other words, if it is a confession, is it still called a promise after more than a year?

But this kind of thing, Hu Zhengming agreed, Zhou Xin was very excited, Hu Zhengming is an all-rounder, and has a deep understanding of many areas of the semiconductor industry.

Zhou Xin stretched out his hand and shook Hu Zhengming up and down vigorously: "Professor, your decision is definitely the right one."

China is now in an era of waste waiting to be rebuilt, especially in the field of science and technology.

In the field of integrated circuits, there is a strong demand in China, there are a large number of science and engineering talents, and I can solve the financial difficulties. Isn't it more fun to go back to China and build Silicon Valley than to teach at Berkeley? Zhou Xin finally teased.

Hu Zhengming said: "When you invited me, TSMC's Lao Zhang was also inviting me, and he invited me to TSMC as the chief technology officer.

I've been vacillating between TSMC and Xinxin Technology before, you are richer than Lao Zhang, and even your personal wealth may be ten times the market value of TSMC. ”

TSMC was worth $18 billion when it went public on the NASDAQ, but with the bursting of the NASDAQ bubble and a 24% drop in TSMC revenue for the whole of 2000, the company's market value fell in half, from $18 billion to $9 billion.

One more thing to say here is that in 2000, the Chinese could not buy the company under any circumstances, and this deal could not be approved.

"But in the field of semiconductors, Xinxin Technology is an out-and-out small character compared with TSMC, and there is still a long, too long way for Xinxin Technology to succeed.

That's because as you just said, it's more fun to recreate a Silicon Valley than to teach at Berkeley.

Doing lithography machines and chip design is definitely more interesting than going to TSMC to do chip foundry.

What's more, there are also chip foundry companies in Shenhai, such as Zhang Rujing's SMIC, which is not in Shenhai, they seem to be doing a good job.

However, SMIC's problem is that they recruit too many people from TSMC, and Lao Zhang is not a generous person, and he will definitely regard SMIC as a thorn in his side. will use various commercial means to deal with SMIC. ”

Zhou Xin thought to himself, I also cut off two big bulls from TSMC, Lin Benjian and Hu Zhengming, Zhang Zhongmou won't also hate me, right?

When you think about it, it doesn't matter, sooner or later you have to hold a grudge.

In the field of semiconductors, Huaguo and Wanwan, Neon, and Gaoli are natural competitors, and as a representative of the Wanwan semiconductor industry, Xinxin Technology will have to face off with Wanwan sooner or later.

This is the inevitable result of industrial upgrading.

Even according to the relationship between the upstream and downstream of the integrated circuit supply chain, like fighting the boss, it will go up one level at a time in the order of bending, goryeo and neon, and finally Ameriken.

Zhou Xin said: "Actually, I have thought about getting involved in SMIC, because Xinxin Technology doesn't make lithography machines? The technology we bought from Nikon, and then the yield rate is definitely not comparable to the Nikon lithography machine that has fully matured.

Even if we fight a price war, chip manufacturers will not choose the lithography machine produced by Xinxin.

Because the price war is preferential, the money is likely to not offset the increased cost due to the low yield rate. Uncle Lin wants to promote the new chip lithography machine and SMIC International cooperation, everyone is a new player, thinking that it will be used for you for free, and SMIC will not give the new chip lithography machine a chance.

Even on the premise that I said hello to Zhang Rujing.

So I wonder if it's to acquire SMIC to seize the key nodes of chip foundry, chip design and some chip foundry production equipment manufacturing. ”

Hu Zhengming smiled: "It's normal for SMIC not to agree, its shareholding structure is very complicated, and Zhang Rujing may not be the master in this regard."

And considering that it's a new company, the most important thing for them is to go online as soon as possible and start getting the equipment of the production line up and running, where is the time to test the new lithography machine with you?

You might as well rely on your relationship with Lao Zhang to transport the lithography machine to TSMC and cooperate with TSMC.

When TSMC was first established, Lao Zhang relied on his personal friendship with Intel Chairman Andy Grove and invited him to the bend to certify TSMC. ”

(End of chapter)