Chapter 359: The Closed Loop of Events
In other words, Intel is on the verge of losing power in the field of mobile chips, and is poised to fail miserably in this market.
In the vast Asian, African and Latin American regions, the high price of Intel chips makes them have no room for competition compared with new chips, and in Europe, North America and East Asia, these traditional developed countries, Qualcomm, a late entrant, relies on its own advantages accumulated in the field of wireless communications, and gradually eats away at Intel's original market share.
Samsung, with the help of a similar style of play to Xinxin, has no problem sticking to its original territory, only Intel has no advantage and is purely beaten.
Although the decline in the field of mobile chips will not affect Intel's monopoly position in the field of personal PCs, the development trend makes Intel very worried.
Since the advent of smartphones, users have been using smartphones for both time and frequency, and users' dependence on computers is decreasing, which is not a positive sign.
Smartphones are the perfect combination of chips, communication technology, and liquid crystal displays, and as technology continues to advance, Wall Street analysts believe that personal PCs will become obsolete sooner or later.
Is Intel going to be like IBM in the future, relying on some to B business and patent licensing to survive on the enterprise? Barrett doesn't want to see the company he built fall into such a future.
Therefore, even if he pays a big price, he hopes to cooperate with Zhou Xin and use Matrix to get a ticket to the mobile chip.
Barrett heard Zhou Xin complain about the poor performance of Intel's x86 architecture on mobile chips, and seemed helpless, because this is a fact.
Lies don't hurt people, the truth is the quick knife.
The X86 performed well on both personal and business computers, and it performed badly when applied to mobile chips.
So much so that there are rumors in the market: X86 chip dogs are not used.
This is a fatal impact on smartphones that aspire to be high-end brands, so X86 has been able to rely on Intel's position in the industry to survive on some mid-range models.
Last year, Motorola couldn't figure it out, they felt that Intel's chip had good performance and amazing power consumption, so wouldn't it be better for us to make the size of the phone bigger and use a larger battery?
You can enjoy the high performance of Intel chips, but also enjoy the same battery life as other smartphones, while also having a larger screen.
Motorola launched a flagship machine under the name Max, and Intel also had high hopes, and in order to be an instant hit, they also deliberately optimized the GPU to make this chip perform better on the gaming side.
At the launch event, Motorola spent most of its time on the Max's performance, using various data to show that it performed amazingly on the gaming side, and the results were amazing and the heat exploded.
Just five minutes of playing a game can give you a soar to 65 degrees, and users in Maple Leaf Country joked that with Max, they don't have to wear gloves in winter.
More exaggerated than the fire dragon, such a heat made Motorola update the operating system less than a month after the release of the new machine, limit the performance of the CPU, and control the temperature through this means.
In this way, your biggest advantage is gone, so what is the selling point?
Motorola has failed, and other smartphone manufacturers don't want to bring their flagship models to Intel for cooperation.
Intel's reputation is so bad that users may not know the specific models of the brand and how cost-effective they are, but as long as they hear that this mobile phone uses Intel's chips, they will subconsciously feel that this mobile phone is not good.
The reputation wanted to turn over, and Barrett saw the only hope in Matrix.
"You and I both know that technical problems are nothing more than investment, as long as you are willing to invest, you can always overcome them.
Intel is willing to upgrade the X86 architecture specifically for smartphones and design a chip architecture specifically for smartphones.
My thoughts on this point are that the joint venture established by Intel and Matrix buys the patents of the A-series chips from the new chips, and then Intel transforms and upgrades the X86 architecture based on the A-series chips.
Intel gave the joint venture a commercial license to the X86, and the next generation of Mphone will use the JV's newly designed chips.
As for the gap in between, Intel will help Matrix lobby the Department of Energy and the White House to make a special waiver period. Barrett's proposal covers almost all possibilities.
It is so easy for Intel, the son of Ameriken, to ask the White House to give Matrix a waiver.
To be honest, unless Yanjing helps him and Ameriken tear their faces, and the two sides threaten each other, if you don't let Xinxin's chips be exported to Ameriken, then I won't let Ameriken's chips come to China.
Otherwise, the solution given by Intel is really the best solution.
At least for now, it is the best solution, and it is not ruled out that Edwin Chen can help Matrix get more favorable conditions in Washington.
"I'll think about it, Clegg, I've been impressed by your proposal, if Matrix can't cooperate with Xinxin, and I want to re-choose a partner, Intel is my first choice." Zhou Xin said frankly.
Intel's cooperation plan gives Xinxin room to maneuver, and the only problem is that Intel's so-called optimization of their X86 architecture based on smartphones takes time.
When Mphone4 came out, whether Intel could come up with a sufficiently satisfactory chip and make significant progress compared to Xinxin's A3 chip, Zhou Xin felt that this was completely a blind box.
"The situation is stronger than people, Ameriken is now forcing us to kneel, we can't engage in high value-added manufacturing, this time it's for the new core, and next time it's going to be for the entire industry." Cao Yongluo said with emotion.
As a private channel of communication between Yanjing and Zhou Xin, he came to chat with Zhou Xin in his personal name, and after chatting, he conveyed Zhou Xin's opinions to Yanjing's decision-making level.
Matrix has been affected, and more than 7% of its business sources rely on Matrix Yongxin Technology, which will have a hard time.
Cao Yongluo is also very anxious, not in a hurry, Yongxin Technology's huge foundry volume, Mphone is their main source of profits.
In terms of shipments and the number of units, Mphone and Xiaomi are not too much different, but the profits brought to Yongxin are very different, Xiaomi wants to pursue the ultimate cost performance, and the profit margin left for upstream and downstream enterprises in the supply chain is very thin.
Matrix is the opposite extreme case, the supply chain can not only enjoy high profits, but these profits will also be used by Matrix to invest in research and development, and then keep up with Matrix's increasingly demanding requirements.
"You don't need a reason for someone else to want to deal with you, and you can make up a reason for no reason.
This point in time is still too early, how much money does Xinxin make from economic globalization and smart phones? Compared with Intel's 20-year monopoly on the personal PC market, Xinxin has just started, and Lao Mei wants to kill us.
I want to say that it is impossible, Xinxin will not be so easily restricted by them through administrative means.
In addition to America, there are other markets, other countries have not banned new chips from entering, and we also have advantages at the software level.
Yongluo, I was very anxious when I first received the news, if Xinxin can't cooperate with Matrix, what will happen to the annual production capacity, how to digest it, and what should I do about the operating pressure caused by the depreciation of so many employees, investors, and equipment?
Later, we had frequent meetings to discuss and analyze what other methods and methods could be used by Xinxin and Matrix, and now I have fully calmed down. Zhou Xin said.
In fact, he is not as stressed as Cao Yongluo said, because he has already experienced such an unequal war in later generations.
When Zhou Xin was fighting for China in Washington, D.C., I often had the illusion that everyone in the city was my enemy, and the pressure was so great that I couldn't sleep all night.
Before each congressional hearing, Zhou Xin gave himself four hours of sleep, and the rest of the time he had to prepare materials for congressional hearings.
After that experience, he was fully mentally prepared for the future between him and Ameriken, and now Xinxin's technical strength and technical accumulation are much stronger, and it is not so easy to be defeated by them.
Cao Yongluo nodded: "Ameriken's behavior this time has surprised many people, and the Ministry of Commerce has held several meetings to discuss countermeasures."
Many experts were also invited to consult, and many so-called experts were trying to help Ameriken want to explain, trying to use the theoretical framework of free trade that Ameriken himself insisted on in the past to justify their actual behavior.
This is simply a joke, our own company has been beaten, and our so-called experts in China are not helping to find a way to fight back or get out of trouble, but are helping Ameriken to think about how to rationalize their operations.
If you want me to say, these experts who are trying to help Ameriken speak are somewhat stained with hypochondria and can't stand up. ”
Zhou Xin can fully understand what Cao Yongluo is indignant, which is all too common in 2009.
Ameriken slaps you in the face, and these experts will blame you for why you don't stick out your other face and give it to Ameriken.
Ameriken is as unquestionable as the statue in a temple, and the experts are asked to learn Western theories so that they can use these theories to serve the Eastern temples, and as a result, they all become stuccoers of Western temples.
"Isn't that normal? You have been in society for so many years, don't you know what virtues these experts have?
Their opinion doesn't matter, what we need to do is to enlist the support of the general public.
I plan to let Xiaomi launch a new sub-brand to impact the high-end route, some of the technologies that were originally intended to differentiate the competition will be delegated to Xiaomi, and every year Xiaomi's high-end flagship will fight with Mphone. ”
Zhou Xin never expected that Xiaomi, under his leadership, would have to benchmark with Apple again to impact the market share of high-end flagships, which is a reincarnation.
At present, the only brand on the market that has appeal at the high-end price point, that is, the price range above $800, is Matrix, except for Matrix, other brands have products in this price range, but the sales are not good.
Samsung had ambitiously launched the first product of the Samsung Note series at the end of last year, but because of the financial crisis, the sales of this smartphone specifically aimed at business people were dismal.
Business people themselves are going to lose their jobs, where can they get the money to buy a Samsung Note? They're all going to be out of work, what's the point of buying a smartphone with a pen?
There is a saying among mobile phone practitioners that only Matrix can stand firm in the high-end price point, because Matrix is the pioneer of smart phones, and other latecomers can imitate in the product, but the position built in the minds of consumers cannot be imitated.
"Xiaomi also wants to make high-end models?" Cao Yongluo's eyes lit up, Xiaomi is good at making high-end models, and high-end models are profitable, and the pursuit of the ultimate cost performance has made the brothers in the upstream and downstream of the supply chain follow the bitterness haha.
"That's right, before restricting Xiaomi from taking the high-end route, it was because of Mphone, I think it's enough, and now since Mphone is likely to be unable to continue to cooperate with Xinxin, then we need to have a replacement." Zhou Xin said.
"Xiaomi's burden is heavy, in fact, I think it's time to spin off Xiaomi from the Xinxin Group and become a separate company.
In this current architecture, Xinxin should focus on semiconductors and separate enterprises outside the semiconductor function from Xinxin, such as Xiaomi and Android. Cao Yongluo said.
He is also an entrepreneurial veteran with almost ten years of experience, and he thinks that if you want Xiaomi to take on greater responsibilities, then you have to give them the corresponding status.
Zhou Xin said: "I will consider it." "There are advantages to being independent, and Xiaomi's profits can be completely attributed to Xiaomi, and there is no need for everyone to share the big pot of rice at the end of the year.
This belongs to the optimized distribution model, so that employees have a more intuitive understanding of the benefits of the company's improved efficiency.
Cao Yongluo asked, "What do you need Yanjing to do?"
Yanjing asked me to talk, and they will try their best to help Xinxin through this difficulty, whether it is tax incentives or policy preferences, they will tilt towards Xinxin as much as possible. ”
This is inevitable, the new core has driven the development of the entire Zhangjiang, once the new core is finished, Zhangjiang's chip industry is not completely finished, the development will lag behind for at least ten years, and the overlord of the entire ecological chain has fallen, and it will also take time for the enterprises relying on the existence of the hegemon to form a new ecology.
This will involve a major reshuffle, which will seriously affect the original road of domestic substitution of semiconductors.
"Actually, Ameriken's behavior is not a bad thing, I went to the internal seminar of the Ministry of Information Industry before, and I kept saying that we should go to the IOE and reduce our dependence on the IOE, and the internal opposition was huge.
Thinking that the risk of going to IOE is too high to be necessary, and most of the world's enterprises are using IOE, why should we be different.
After this time, I will go to the Ministry of Information Industry for a meeting, and I will ask them that Ameriken does not even allow personal information to use Huaguo chips, and all of our core infrastructure is still using Ameriken products.
Ameriken is reducing its dependence on us, and we still think it's not necessary. ”
IOE are Intel, Oracle and EMC, and the back-end of financial institutions purchases a large number of equipment from these three manufacturers, and IOE was originally mentioned from 17 years, which means that financial institutions should replace all these devices with domestic ones.
"My appeal is simple, to keep the targeting of Matrix within a certain range.
Minimize the impact on the new core. ”
(End of chapter)