Rebirth of the Internet Overlord
0438. Go to the international market to grab food!
Thinking back to those days,
1990s,
At that time when mobile phones were just being developed.
In the soil of more than 10 million square kilometers in Europe, mobile phone companies such as Philips, Siemens, Alcatel, and Nokia were born. Together, they account for more than 70% of the entire world's mobile phone market!
As for China, with a soil of 9.6 million square kilometers, it was not until 2018 in the previous life that it captured more than 50% of the global market share after the rise of Huawei, Xiaomi, OPPO and vivo.
At that time, most Chinese mobile phone companies suffered from extortion from companies such as Qualcomm, which accounted for at least 5% of mobile phone sales, because technology patents were ultimately included in Qualcomm's revenue.
At the same time, smartphones in 2018 have long passed the period of high profits. Even if Chinese companies account for more than half of the market share, they have become a follow-up pattern that eats the leftovers of European and American companies.
Ning Zimo is a reborn person, and he can lead the Emperor Penguin to the world stage with certainty. However, in the mobile Internet era, it is not enough for the Emperor Penguin family to participate. More Chinese companies must join this queue!
Therefore, as early as his trip to Xiamen in 2004, Ning Zimo had informally established contact with Ren Zheng of Huawei. Later in 2006, Ning Zimo even had an online meeting with Duan Yongping, the former boss of BBK, on eBay.
"Confrontation".
In the last 10 minutes of Buffett's lunch that year, only Ning Zimo and Duan Yongping's accounts were left to bid, and the final transaction price was determined to be above Duan Yongping's final decision of 620,000 US dollars.
Ning Zimo "lost" to Duan Yongping with a difference of 20,000 U.S. dollars, but because of this "confrontation" the two had the opportunity to get to know each other. And what this opportunity to get to know was exchanged for the fact that among Duan Yongping's four disciples, they are now the best in China's mobile Internet era.
Three company heads occupy a considerable share of the company.
Chen Mingyong,
Shen Wei,
Jin Zhijiang,
Now they are all sitting in the Emperor Penguin Center.
Together with his father's Opal, Ren Zhengfei's Huawei and Lei Jun's Kingsoft, the brands represented by the companies behind them have already occupied most of China's domestic mobile phone market share in the future.
Or, more than 70% of the Chinese market share, or even more than 50% of the world market share!
Now, looking at such a group of business owners who may or may not have existed in the previous life, but must have occupied a considerable weight, Ning Zimo has enough confidence to say this:,
"It's time to form our domestic smart communication equipment alliance."
This sentence has been held in Ning Zimo's heart for too long! Because Emperor Penguin finally presented the foreshadowing laid down many years ago in front of everyone this year in the form of a physical product called iPhone Zero.
Ning Zimo picked up the iPhone Zero, stood up, and said to everyone, "In 2007, Apple released what is known as the world's first smartphone, but whether it is the basic functions of the phone or the actual application of the application software, it can be said that its products
It is the iPhone Zero that lags behind our Emperor Penguin in all aspects.”
Everyone around looked at Ning Zimo showing off with great interest. They had personally played with the iPhone Zero, so they naturally knew that this phone was a perfect product that transcended its time.
But they are all people who have been in contact with Ning Zimo several times, and they all know that Ning Zimo has always been a very reserved character. He would not call a group of family members here just to show off to them.
People's psychological activities reflected various things in their eyes, but Ning Zimo could see them all.
Ning Zimo smiled slightly and continued, "Everyone understands that when I say this at this time, I am not showing off. I am just talking about implementing what I discussed with you two years ago so that we can continue to move forward.
Opportunities. Speaking of which, my goal for smartphones in the short term is actually not Apple.”
"Not on Apple?" Ren Zhengfei smiled.
Ning Zimo found that he smiled like Yang Jian, with the kindness of Maitreya Buddha. But the leader was really on the right track. He was raising a question on behalf of others in disguise.
After giving him a look, Ning Zimo then answered, "Indeed, our zero release of iPhone is not to compete with Apple. Because I have positioned the short-term goal of the iPhone to compete with giants Nokia and Samsung.
, on old-school international giants like Motorola!”
Samsung!
Nokia!!
Motorola!?
Apart from Ren Zhengfei sitting there, Ning Zimo's words just now caused many people to think deeply.
After a long time, Jin Zhijiang from BBK Education Electronics asked, "Zimo, what you mean behind this is that the competitors of smartphones are actually traditional giants in communication equipment such as Nokia and Motorola, right?"
Pang
"Half right." With a snap of his fingers, Ning Zimo nodded affirmatively.
The lights in the room also went out at this time. As the strong light disappeared, the content projected on the projection screen suddenly appeared in front of everyone.
"This is the 2007 mobile phone market research report released by market research company IDC,"
In the darkness, Ning Zimo's voice reached everyone's ears.
"Global mobile phone shipments in 2007 were 1.1441 billion units, an increase of 12.4% over 2006. Nokia continued to rank first in the global mobile phone market. Samsung Electronics surpassed Motorola in 2007, and its market ranking dropped from the original third place.
rose to second place.
According to data released by IDC, the growth rate of Samsung mobile phones has been in sync with the global mobile phone market in the past few years. But in 2007, the growth rate of Samsung mobile phones was almost four times that of the global mobile phone market.
It can be said that Samsung Electronics has seized the opportunity of mobile phone upgrading in the US and European markets, and they have occupied a considerable share of the market by launching a series of mid-range and high-end mobile phones."
Although the whole paragraph was relatively long, everyone heard a different flavor in the four words that Ning Zimo specially emphasized.
"Update?" Chen Mingyong read out.
"Yes," Ning Zimo nodded, "The main reason why I summoned everyone to the Emperor Penguin Gathering is because this critical moment of renewal has arrived."
"What does Mr. Ning mean by saying that the iPhone Zero of Emperor Penguin's Yugong Technology will become the pioneer of this smartphone era? And the moment the iPhone Zero is actually launched on the market, it will lead the upgrading trend of mobile phones?"
Shen Wei was still leaning on the back of the chair just now, but when he spoke, he straightened his back and moved away from the backrest.
Ning Zimo didn't answer for a while. When he couldn't get an answer, he hurriedly made eye contact with the two old partners beside him.
In 2006, when faced with the visit of Ning Zimo, the Internet giant, no matter whether it was Shen Wei, Jin Zhijiang, or Chen Mingyong. If it weren't for the fact that he was introduced by his own chairman Duan Yongping, they all thought that Baganzi would be the best. He couldn't match up with such an Internet giant, let alone the smartphone he mentioned.
But in just two years, the global communications equipment market began to undergo tremendous changes.
First, the Apple mobile phone in 2007 attracted global attention as soon as it came out, and then the iPhone zero debuted on the 1st of this month, which made people truly realize what a smartphone is.
Stunning!
Stunning indeed!
"iPhone Zero is indeed an epoch-making product, and it is indeed more capable than Apple mobile phones to become a pioneer in the smartphone era," Jin Zhijiang said, "But compared with big brands that have taken root in the hearts of users, the actual promotion of smartphones Work is still a long way from there.”
Although the reality is before him, Jin Zhijiang has seen many problems encountered in business promotion work along the way with BBK.
"When BBK launched new mobile phones, there was a problem with low user acceptance, which led to inventory backlog. Although it was only after Chairman Duan Yongping gave an order and all provinces and generations cooperated that the inventory was consumed, that time actually It’s no wonder that the inventory risk of BBK was allocated to the provincial representatives who were willing to take responsibility.”
"Yes," Shen Wei said from the side, "any new thing must have a long process from its emergence to its acceptance, and this process is full of endless dangers..."
“But this process is also full of various opportunities,” Ning Zimo returned. “Only during this period of time, in a period when hardware costs are opaque, can companies have sufficiently high profit margins.
You must know that smartphones are not just mobile phones. Smartphones represent the mobile Internet era, and starting from the 3G era, they will continue to evolve into the 4G and 5G eras. In addition to mobile phones, the mobile Internet also includes various Something like that.”
Ning Zimo took advantage of the situation and changed the subject:
“Starting from communication infrastructure, switches, signal towers, and microwave technology. Then to communication equipment involved in mobile Internet, including mobile phones, chips, software applications, and other peripherals.
The mobile Internet brings everything from network infrastructure, to the equipment used by end consumers, to the various applications installed on the terminal equipment. It will no longer be the exclusive field of accessories and equipment, but will give birth to dozens of products. A huge consumer market worth trillions of dollars.”
A trillion-dollar consumer market!
Just hearing about this amount makes everyone excited!
None of you here have been leaders in the communications industry for several years. They have been in the actual business all the way, and they know that what Ning Zimo said is true.
But Ning Zimo gave everyone some time to understand, paused deliberately and continued:
"Emperor Penguin is just a company that prefers the Internet and mobile Internet, and it is not enough to occupy most of the market share. But Emperor Penguin cannot do it as a company, but it does not mean that Emperor Penguin cannot bring its allies to the international market to grab food!
The American Spark Company is somewhat similar to Emperor Penguin's Yugong Technology. The Android operating system they released is an open source operating system for smartphone devices. Huawei has joined the "Smart Handheld Device Alliance" led by Spark as early as last year. "
"Yes," Ren Zhengfei cooperated, "Huawei has already obtained the internal Android development version before Spark officially released the public version to the outside world this year. Huawei OS based on the Android operating system is currently under development and is expected to be released in September this year. Officially put into use."
"But a mobile phone is not just a system, it also has hardware..."
The word "piece" of hardware was in his mouth, but Shen Wei refused to say it.
He almost forgot about the current scene. Not to mention that Huawei was originally a hardware company. Emperor Penguin had a fourth quarter, and it seemed that they had completed the mobile phone chip for iPhone Zero.
Shen Wei, Chen Mingyong, and Jin Zhijiang exchanged glances. They had already talked to each other at this point. How could they not understand how much preparation the young emperor penguin leader in front of them had made many years ago!
Ning Zimo saw their thoughts and smiled and said, "The fourth quarter laboratory is in the Cambrian Industrial Park. I can take you to visit it later. But before going, I can tell you Announce an inside tip."
"What news?"
Chen Mingyong leaned forward, realizing that the news Ning Zimo was about to announce must have a very important connection with the fourth quarter laboratory, and even with what they were going to talk about next.
"The fourth quarter laboratory has taped out 8 versions in the past two years. By the seventh version, an ARM processor chip based on the FPGA solution has actually been successful. However, the iPhone 0 did not adopt it directly, but adopted the integration method. Higher Antarctic core SOC."
Tape-out was successful but not adopted?
Chen Mingyong and the three of them once again looked at each other.
They suddenly realized that there was infinite value behind this news.
"Everyone in the Fourth Quarter Laboratory, except for the core team that developed the Antarctic Core SOC, was officially established as a chip manufacturing solution company on June 1." Ning Zimo smiled, "The Fourth Quarter Company will focus on our The Intelligent Communication Equipment Alliance provides the friendly version of FPGA mobile phone motherboard solutions and corresponding chips.
The mobile phone motherboard and chip solutions of the FPGA solution are not highly integrated, but they can easily use existing chip products on the market to form their own company's overall mobile phone solution."
When his fingertips touched Ren Zhengfei, Maitreya Buddha smiled at the corner of his mouth.
"Huawei's Barong baseband chip, the fourth quarter's FPGA solution and corresponding chips, New Energy Technology's mobile phone polymer battery, Fuyao Optics' mobile phone glass, BOE's 3-3.5-inch mobile phone screen, and the American Spark Open Android operating system.
Add these resources together and cooperate with the existing hardware supply chain. I think the strength of Vivo Mobile, Shengming Electronics, and BBK Education Electronics is enough to keep up with the new mobile Internet era in this high-profit period, right?"
When Chen Mingyong, Shen Wei and Jin Zhijiang heard this, they finally understood why the head of the Emperor Penguin was so determined to enter a new era when he came to the door two years ago.
"Our Xiaomi Technology Company is already under preparation," Lei Jun said with a rare smile. "Zimo said that this era is indeed full of endless dangers in the early stages of development, but those of us who run companies understand that dangers are often Coexist with opportunity.”
Ren Zhengfei narrowed his eyes and smiled, "We at Huawei have gone in the wrong direction before, so naturally we will not miss this opportunity."
"How could I not support the path that my son is optimistic about?" Ning Guoping laughed along with the two of them, "Our OPPO mobile phones are no longer satisfied with the low-profit copycat phone market in Africa."
Chen Mingyong, Shen Wei and Jin Zhijiang shook their heads helplessly. It was not that they were dissatisfied with the situation in front of them, but they really felt that the words of the young emperor penguin head were too convincing.
Partners for many years, the three of them are preparing for their own companies, but they still have the tacit understanding they had before.
Who can't see each other's thoughts at this time?
They know each other well,
They were moved.
"Huawei is a company engaged in mobile Internet infrastructure construction. Mr. Ren's team has considerable technical accumulation in network infrastructure construction. It can make up for Emperor Penguin's shortcomings in mobile Internet infrastructure construction.
But even with Huawei's technical supplements, the advancement of the mobile Internet era still lacks a key factor - scale. And the advancement of the mobile Internet era requires scale.
At least in the field of smartphone operating systems, whether it was BlackBerry's BlackBerry system, Nokia's Symbian system, or the Microsoft CE system provided by Microsoft, it had already cultivated a considerable user base.
Apple's IOS system is indeed amazing, and iPhone Zero's Wandoujia system is indeed better. But I know that BlackBerry, Symbian, and Microsoft CE have cultivated a large number of user groups in the past few years. We really need to improve the user base. Great effort.
But if everyone joins in and releases their own smartphones as soon as possible in the next two years, can we achieve economies of scale through grouping?
At the same time, this also means that the headache of mobile Internet smartphones will steadily fall into the pockets of us pioneers?
What’s more, the feedback from iPhone zero users will come back from the market soon!”
Ning Zimo's voice reached everyone's ears at the right time, and Chen Mingyong and the others felt that the voice in their hearts was getting louder and louder.
"I think this path will work!"
"Me too!"
Jin Zhijiang bloomed, "Just like Director Ning said, we can indeed go to the international market to grab food!"
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