Chapter 261: Public Cloud
It is very normal for Zhao Weimin and Shen Hai to have such thoughts.
Before Xinxin Technology joined Shenhai, everyone may still have questions about the center of Huaguo's semiconductor industry, because there are also a large number of semiconductor-related industries in the Pearl River Delta region with Pengcheng and Yangcheng as the core.
Yanjing City is also eyeing the semiconductor industry, not to mention regional central cities like Jiangcheng and Shudu, everyone is very aware of the leading role of semiconductors in the entire regional economy, and its direct revenue may only be 10 billion yuan, but the driving effect can be multiplied by ten or even more.
The annual revenue of smartphones in later generations did not exceed the $300 billion mark even at their peak. Purely from the hardware statistics, the industrial chain driven by the upstream and downstream has also exceeded the scale of trillions.
Not to mention the software after the outbreak of the mobile Internet, the supply chain is not a simple single point effect, it is like raindrops dripping on the surface of the water will ripple layer by layer, and smartphones can be called a downpour.
In terms of semiconductors, Shenhai hopes that the Zhangjiang Science and Technology Park can surpass the crooked Hsinchu Science and Technology Park and catch up with the status of Silicon Valley.
Shenhai's ambitions for the industry are not only semiconductors, they see the hope of becoming the industrial center of China in the field of consumer electronics from Xiaomi.
There are more upstream and downstream industrial chains that can be driven by consumer electronics. Shenhai was very weak in this area before, and Shenhai did not have any consumer electronics brands that could be used, far less than Yanjing.
Lenovo, Shuguang, and Unisplendour are all in Yanjing, and Yanjing's advantages in administrative resources are vividly reflected in the consumer electronics industry. Now it's different, after Xiaomi, Xiaomi quickly swept the country and became an unavoidable consumer electronics brand.
From the very beginning of the personal computer to the follow-up Xiaomi mobile phone, Xiaomi, which focuses on cost performance, does not have much brilliance compared with other domestic companies in terms of profit.
However, the reputation of the national product has made it have a large number of fans everywhere, and consumers in the third- and fourth-tier cities where Xiaomi's offline stores are not popular, consumers even go to the nearest second-tier cities around the city to pick up the goods.
This kind of support has also allowed Xiaomi's half-year revenue to exceed 3 billion RMB, and the sales of Xiaomi computers have exceeded 1 million units.
Huaguo's desktop shipments in 2002 were about 9.5 million units, Lenovo's market share in this market was 29%, and the sales volume was about 2.8 million units.
The vast majority of Xiaomi's market share comes from Lenovo, and when a brand rockets up, the original boss of the industry must be the one who loses the most market share.
In order to support Xiaomi, the entire administrative system, including the state-owned enterprises under the jurisdiction of Shenhai, has changed from Lenovo to Xiaomi.
After listening to this, Hu Zhengming said: "We have always felt the support of Shenhai, whether it is for Xinxin or Xiaomi, we can feel the support from the management to the employees.
Including Xinxin and Huahong, Huajing, the cooperation of local state-owned enterprises in Shenhai is very pleasant, we do not exclude strengthening cooperation with Shenhai, Xiaomi does have external financing plans in the future.
It is only a very preliminary plan for the scale and share of specific financing, and in the process of formal promotion in the future, Shenhai Science and Technology Investment will definitely be our first choice. ”
Unlike Xinxin, Xiaomi is completely a company built by Hu Zhengming, and Zhou Xin only gave a name at most.
Therefore, when he founded Xiaomi, Hu Zhengming told Zhou Xin that the only requirement for Xiaomi is that Xiaomi's upstream and downstream supply chain needs to choose Chinese enterprises as much as possible.
In addition, Zhou Xin will not interfere in Xiaomi's operation, whether Hu Zhengming wants to raise external financing or lead the listing, it is up to him to decide.
Because the value of Xiaomi is limited, the main cost-effective brand, the peak of value is the moment of listing, it is good to be listed in Big A, after all, compared with Big A's stinky fish and rotten shrimp, Xiaomi is still a good target.
Once listed on the NASDAQ or Xiangjiang, Xiaomi's valuation can be pushed down to a single-digit PE.
Hu Zhengming thought very clearly, he planned to introduce several external investment institutions to Xiaomi first, because if he wanted to engage in smart phone research and development, he would drain all the liquidity of Xiaomi.
Losing liquidity is a very dangerous thing for a company, and the bankruptcy of Silicon Valley Bank in the future is far from the point of bankruptcy from the book capital, but it is because of the lack of liquidity and the face of a run that leads to bankruptcy.
Shen Hai came to the door without Hu Zhengming's surprise, originally he was going to find Yanjing's capital cooperation, but I don't know where the news came from, and Shen Hai knew about it, so Zhao Weimin personally went out.
Compared with Meizu, Xiaomi belongs to the capital to ask for door-to-door investment, Xiaomi and Lenovo have no technology, and the mountain of Zhou Xin is the best background.
Zhao Weimin nodded after listening: "Shenhai Science and Technology Investment will be Xiaomi's best partner."
When I was in the company, we were always very ambitious and enterprising in our investments. Previously, when Jiaoda Veegoo was not established, we invested 20% of the shares of Jiaoda Veegoo.
Including the major projects of electric vehicles in the 863 plan, Shenhai Fuel Cell Vehicle Power System Co., Ltd. is completely led by Science and Technology Investment in the market-oriented operation of this project.
We let the researchers participate in the shares, and then let the researchers participate in the distribution with technical elements. Shenhai has always had great advantages in capital operation, we have rich experience, full courage and strong will.
You can just invest and give you the voting rights, which can be written into the investment agreement. ”
Shenhai Fuel Cell Vehicle Power System Co., Ltd. was very strong at the beginning, led by Shenhai, as the implementation agency of the 863 plan, and received a lot of support at the national level.
In the early days, he gave shares to a group of bigwigs, including Wan Gang, who later became a minister. It's a pity that it's too early, and the trend of new energy is predicted in place, but in 2001, the new energy technologies were not mature enough, let alone fuel cells.
This company has been established for too many years, resulting in the results have not been transformed into commercial benefits, and finally state-owned capital and various immortals have withdrawn, first acquired by Mengshi Technology.
Later, Great Wall Motors acquired 51% of the shares at a price of 60 million yuan, and Great Wall Motors also had to help the company repay 170 million yuan in debt.
In 2002, he was able to lead the establishment of Shenhai Fuel Cell Vehicle Power System Company, and in the process of establishment, he tied all kinds of gods to this carriage, and Zhao Weimin was able and skillful.
Hu Zhengming thought for a moment and said: "Okay, we will definitely give priority to Shenhai Science and Technology Investment in the future." ”
Zhou Xin's attention has been detached from the success of Mphone2, and he hopes to lead the expansion of the new cloud on a large scale in the second half of 2003.
After finding Dr. Wang Jian, Xinyun has a person in charge, but the development is very slow, and there are only a few companies that accept this form of virtual server service.
For slightly larger enterprises, they are reluctant to put data in the hands of others, and for small enterprises, they can go to the market to find a second-hand server for their business volume and use it first.
The bursting of the Nasdaq bubble has led to a shortage of cheap second-hand servers on the market, making the new cloud completely unnecessary for small businesses and individual entrepreneurs.
But this business model has made some Internet giants very interested in it, and with the addition of Zhou Xin's name, they are even more interested.
There are Microsoft, Amazon and Baidu, of which Amazon is the first to move, Amazon will begin to provide free server resources to enterprises in 2004, similar to the primary form of public cloud.
By 2006, it provided a complete set of solutions to the outside world. Now the emergence of the new cloud allows Amazon to find this field of full imagination faster.
As a listed company, what you need most is a story.
Cloud services have a story as soon as they sound. It's just that Bezos has a headache because he is going to collide head-on with Zhou Xin on the business battlefield again.
The appearance of Zhou Xin has caused too much trouble for Amazon, first in the electronic payment battlefield, Amazon Pay was beaten by NewPay, and there was no room to fight back.
Then there is the online and offline parallel cooperation model with supermarket chains, which seriously affected Amazon's market growth, and this later Hema model was advanced to Ameriken at the beginning of the 21st century, which was almost seamless.
Because the online shopping habits of Americon consumers have been cultivated by Amazon and eBay, the popularity of NewPay has eliminated the threshold for electronic payment.
As a guarantee, large supermarkets do not have to worry about the quality of the things they buy, which is much more reliable than buying from Amazon.
Later, after Alibaba entered the Amerilican market, the cost of building a shopping website was greatly reduced, leading to bookstore chains such as Barnes & Noble to start building their own online sites.
Barnes & Noble originally launched an online site in 1997, but it has been tepid.
Alibaba used its own experience to help Barnes & Noble build an online shopping website, with more sales lists, scoring systems, after-sales evaluation systems, random reduction functions, etc., and also opened up with the WeChat public account, and a set of combination punches gave Amazon a lot of pressure.
The book business belongs to Amazon's business, and it is facing the pressure brought about by the transformation of traditional bookstores, not to mention other businesses.
After the threshold for e-shopping was lowered, the emergence of a large number of sub-categorized e-shopping websites made Bezos feel quite tired.
Amazon's share price is also falling, and they need a story to boost investor confidence, and the public cloud sounds great.
As for Microsoft and Baidu, Microsoft is because they are too big, and the common problem of large enterprises is not to miss any promising business, and this is exactly the case with Tencent later. Baidu, on the other hand, is its own business decision, and the business fit between the public cloud and the search engine is very high.
Zhou Xin and Wang Jian said: "In the past, we belonged to the stage of accumulating grain and slowing down the king, but now with the popularization of the fourth-generation optical fiber communication system, the problem of the new cloud on the network side has been solved.
And our previous work has solved the technical problems of the new cloud, and now what we need to do is to expand the market share, and the time has come to do large-scale. ”
In the past, public cloud services could not be carried out on a large scale, and the biggest shackle was the network, which did not have high requirements for network speed, but had high requirements for network stability. Commercial fiber optic technology has been around since the 1980s.
However, the transmission rate at that time was only 45Mb/s, and by the fourth generation, the transmission rate could reach 10Tb/s, which was not only an increase in the transmission rate, but more importantly, the stability of the network, which had a qualitative leap.
After Zhou Xin finished speaking, Wang Jian was very excited, because Xinyun relied on Zhou Xin's investment before, and in terms of revenue, it was actually a posture of losing money year after year.
Now that Zhou Xin said that he wanted to do large-scale, Wang Jian could hear that he was going to carry out external financing and then do the rhythm of listing, which also means that the options in his hand finally have a chance to be realized.
As for not being able to go public, Wang Jian never doubted that Xinyun could not be listed, not to mention that Xinyun has a specific business and firmly occupies the first position in this field. Even if Xinyun is just a shell company, with Zhou Xin's endorsement and the name of New, Wall Street investors will pay with real money.
Wang Jian suppressed his excitement and said: "Before Xinyun set up an advertising department, and then expanded the scale of the advertising department, Baidu should be reluctant to accept our advertising, but we can find companies such as Yahoo, AOL, and Tencent."
In addition, I think that the new cloud still needs to take the path of small and medium-sized enterprises, because data security is more important than cost control for large enterprises. My target is the Internet companies that have exploded with the help of smartphones.
They have been established for a relatively short time, and it is difficult to predict the growth rate of the number of users, maybe the number of users today is only 10,000, and a week later the number will split into 100,000, and it is too late to buy a server.
At this time, the virtual server business of the new cloud can well meet their needs. At the previous Mphone developer conference, I asked the vice president in charge of sales to talk to many Internet companies that focus on smartphone applications.
They are generally very interested in our business form, and they also said that there is no problem in cooperation, and they are willing to try this cooperation model of virtual server rental.
But they also have questions, that is, what to do with the servers they purchased before, and whether the new cloud supports the connection between physical servers and virtual servers to create a resource pool and provide services to the outside world.
This is a technical difficulty, and I have asked the R&D department to develop it as the highest priority to solve.
The second is that we think we can take the option of having New Cloud buy their servers, buy them at the market price, and then they lease the virtual servers of New Cloud.
The contract we signed included both the acquisition of used servers and the rental of virtual servers.
That is to say, Internet companies first deploy their services on the virtual servers of the new cloud, and then switch to the virtual servers of the new cloud unconsciously, and then we acquire their original physical servers. ”
I'm lazy again, and I'm too tired from work to make my crow writing
(End of chapter)