Chapter 30: Do You Know Moore's Law?
Du Ye was silent when he heard this, and said after a while: "Why do you think so?" ”
At present, PHS is ushering in a period of rapid development, which is simply exponential growth and explosive growth, not only for low- and middle-income groups, but also for high-income mobile phone users.
Why?
Because it's not only cheap, it's also fashionable, and more importantly, it's convenient.
It can be bound to the landline at home, and you can make calls at any time without worrying about missing calls.
In this day and age, landlines are the more important means of communication.
The mobility of landlines is a function that cannot be replaced by mobile phones.
In addition, since last year, the government has continuously released favorable policies to support the development of PHS, and its rapid growth has no longer hindered, and finally ushered in viral and exponential growth!
The landslide and tsunami generally conquered the city, and the two major operators of China Mobile and China Unicom were defeated one after another, and the stock prices plummeted, forcing the Minister of Information Industry to come forward to support the decline and stop the decline.
After all, there are more than a billion people in China, that is, there are hundreds of billions of markets, and this cake is terrifying!
Many dealers, including Du Ye, have made a lot of money in this feast, and they feel that the future is limitless.
Not everyone can afford a mobile phone, but PHS can basically afford it!
The current price is only a few hundred yuan per unit, and it can be even lower in the future.
Even rural people, gritting their teeth, can use it.
So Liang Jiangtao's words, anyone sounds alarmist, isn't this an obstacle to making money?
Du Ye stared at Liang Jiangtao, wanting to hear what he had to say next.
"It's not a brother, I won't tell you this, you have to take a long-term view, PHS can make quick money for a while, but it has a thin foundation, and it can conquer the city in a short time, but it can't last!"
"But China has a huge mobile communications market, especially in towns and villages, and it is still an uncultivated virgin land, and it is not affordable now, but at the current rate of economic development, it will definitely be able to use it in less than two years." A mobile phone costs thousands of yuan, and the monthly consultation fee is more than 100 yuan, and those farmers definitely can't afford it! There is a huge price gap that is difficult to cross, which is also the lifeline of PHS! What do you say? Du Ye said.
His company's marketing department has spent a lot of money on research in the past few months, and just gave him a report yesterday, and the conclusion is that PHS users will exceed one billion in the next ten years!
Their company wants to sprint to seize the market, and is ready to invest a lot of money in the research and development of its own brand, and take a long-term development strategy.
Liang Jiangtao shook his head, what does Du Ye think now, he almost knows it in his heart, in fact, this is human nature, anyone in Du Ye's position is estimated to bet on PHS, after all, it looks too potential!
But if the market is so easy to grasp, then no one will go bankrupt.
Who would have thought that the glory of PHS was only a flash in the pan and would disappear completely in just a few years.
"Do you know Moore's Law?"
"Moore's Law, I think I've heard of it." Du Ye frowned and thought for a while, he must have heard of it when he deals with people in the information circle every day, but he can't say what it is.
"Moore's Law was developed by the founder of Intel, to the effect that when the price remains the same, the number of components that can fit on an integrated circuit doubles and the performance doubles about every 18-24 months. In other words, the performance of a computer that can be bought for every dollar will more than double every 18-24 months. ”
"Of course, not only computers, but also mobile phones!"
"The main significance of this law is to reveal to us the speed of information technology advancement!"
"Fast, fast, faster than the speed of light!"
"Mobile phones are very expensive now, but in a few years, they will be updated and iterated for two or even three generations, and the price will drop several times! At that time, who will buy PHS? ”
Liang Jiangtao said slowly.
Du Ye sat up straight and opened his eyes wide, if it was really as Liang Jiangtao said, then if he invested a lot in PHS, wouldn't he be killing himself?
"Can a mobile phone be cheaper than PHS?" Du Ye still couldn't believe it intuitively.
"That's for sure! The cost of PHS Do you know how much higher can a mobile phone be than it? The materials are still those materials, and the base station wires are all spent by the state. The advent of the 100-yuan machine is a matter of time. If you think about it, PHS can only call the market, and the signal is still so poor, who will want it at that time? ”
100 yuan machine, elderly machine, charge phone bills to send mobile phones, a few years later people will be accustomed to it, not only free calls, long-distance and roaming fees will be gradually canceled, and then later, even no one called, all through WeChat voice calls, the story of traffic will reoccupy the main stage of information and communication, but in 2002 no one dared to think of these, and the myth is almost the same, so Liang Jiangtao did not mention much.
That's the huge advantage of the traverser!
"What about landlines? PHS can be bound to a landline! How to solve this point on mobile phones? Du Ye is still trying to find the advantage of PHS.
"Landline? The landline will also withdraw from the stage of history with PHS! When the time comes, everyone will have a mobile phone, what do you want a landline for? ”
Liang Jiangtao's words were like a bolt of lightning, which instantly lit up Du Ye's mind.
It's like an initiation!
These....... In fact, it's all obvious things, why don't you think about it?
Du Ye was shocked!
After Liang Jiangtao finished speaking, there was no need to prove it at all, Du Ye understood that these were true, and they would really happen.
Liang Jiangtao is not alarmist!
If an ordinary person is an ordinary person, he may still question it, but Du Ye is mixed in this circle, and he has a strong business acumen, so he understands what Liang Jiangtao is talking about, and he can also understand what is right, the key is to have someone wake him up.
No wonder, no wonder Huawei is busy spun off this piece of business as soon as possible, he and a large number of small and medium-sized companies have picked up a big bargain, and they are still wondering, I can't understand after thinking about it for a long time, why don't you make money?
It turned out that people saw through this and knew that this had no future and was a pure waste of time, so the strong man broke his wrist.
"Lao Du, you are now in the field of communications, and you can't rely on traditional business thinking to think about problems. Why, because it's new and it's moving too fast! It's like driving a car, if you drive with the mindset of a bicycle, it's only a matter of time before it crashes! ”
"Closures in this industry are the norm! No matter how big it is, no matter how awesome it is, if you don't seize an opportunity, or bet on the wrong treasure, the collapse is an instantaneous thing. ”
Liang Jiangtao remembered Nokia, which has always been the leader in the mobile phone industry, and the quality of the machine is known to the whole world, but after the emergence of smart phones, they did not seize the opportunity to transform in time, and they went bankrupt within a few years.
There is also Kodak, the absolute leader in the film industry, but digital cameras appeared, and then mobile phones were equipped with high-definition cameras.......
Some people say that until the day of bankruptcy, the quality of the film produced by Kodak was not to be said, they did nothing wrong, but they still lost and were buried by the times themselves, enriching the corpus of the times.
Is this a joke?
Or is it a tragedy?
"So what should I do?" A cold sweat broke out on Du Ye's head.
"You don't have to panic, this line of work is no problem in a short period of time, there is at least two or three years of rapid development, and this time to step up sales and make money! But after this stage, we have to stop decisively, I guess it will be around 2004. ”
"Remember, don't invest in R&D and production, this is a dead end, you invest tens of millions, just get the production line out, PHS will be cold, and there will be no place to cry when the time comes!"