Rebirth of the Internet Overlord
0465. Meeting with FGW
At 11:30 in the evening, Xi Mengyun was coming out of the bathroom when she heard the sound of the door. She quickly wrapped herself in a bath towel and hid inside the door to look towards the hall.
The door opened, and my best friend walked in from the door with a smile on her face.
Probably feeling that there is no one around,
She leaned against the door and fell into a daze.
She smiled lightly for a while, and frowned for a while.
Although I heard her sigh,
But the smile on his face never stopped.
Looking at her complicated expression, she knew who it was for without asking Xi Mengyun.
She simply went back to the bathroom and turned on the hair dryer. Sure enough, after hearing some movement here, the footsteps came closer and closer.
"I'm back..."
Listening to the voice was quite relaxing, which made Xi Mengyun even more curious.
But she still pretended to be nonchalant and asked, "How was the date?"
"He~~" Sima Lin pondered for a while, "told me a lot~~ things that I have never said before~~"
Xi Mengyun turned her head when she heard this, and she felt that her eyes were widened by her.
"My feeling has always been correct~~He is a very sensitive person~~It's just~~He also has things that he is not good at~~There are also things that he doesn't understand~~So he has been avoiding me~~"
Xi Mengyun looked at her best friend and smiled lightly, her eyes full of tenderness when she talked about every detail about him.
"Actually~~I understand what he told me~~is hard for him to say~~and I don't know how to deal with it~~but I think~~I should give him a chance~~that is, give it to me
Give yourself a chance."
The scattered information from her best friend left Xi Mengyun confused.
But she knew it was useless to ask, because she already knew it all along.
Ever since they experienced a disaster together in 2001, she has been trapped in it.
In other words, from the moment he snatched her back from the brink of death, they had already formed a certain bond.
***+***
Ning Zimo has always felt that work is the only constraint that hinders his thinking. It makes perfect sense to say that it is hard to live in a high place.
Because once a person reaches a high place, he needs to consider more than just himself, and the rolling wheel does not allow people to have time to think about too many problems.
Even those questions may be related to major events in your life.
Therefore, after he confessed to Sima Lin in person last night, he might have some thoughts in the dead of night.
But sitting opposite Han Guowei and the FGW 3G special team he brought with him, he no longer had any free time.
On the curtain of the FGW conference room, the PPT played cannot be explained by others, and only he can advance the task at hand at the moment.
Silently confirming this reality in his heart, Ning Zimo stood up again out of habit.
After being reborn from his previous life, he naturally knew the importance of 3G in the mobile Internet era. Although the networks in the 3G era did not have high-speed performance, it was precisely because of the early popularization of 3G that enterprises in Western countries had to adapt to the mobile Internet earlier.
Opportunities of the times.
3G, 4G, 5G, this is an entire era of mobile Internet development. As long as you lag behind in any era, you must be like Huawei in the previous life, working hard for nearly 20 years to finally form a formal inflection point in 5G after 4G.
technological overtake.
But technological overtaking does not mean market overtaking. No matter how good Huawei is in the 5G era, Apple, Samsung and even Google that stand in front of it still have a huge number of fans due to their accumulation in the 3G and 4G era, as well as inertial consumption.
market.
Not to mention, with their accumulation in the 3G and 4G eras, chip companies such as Qualcomm have already occupied a considerable technological lead. They only need to sell licenses and more or less make more profits than Huawei.
Just like Apple and Google, they have created an ecological environment like the app market. Apple alone, in its previous life in 2019, the app market brought it a turnover of 50 billion US dollars. Calculated based on 30% of the profit, they can get 150 billion
Billions of dollars in profits.
Even if we compare hardware profits, the net profit of Apple mobile phones is as high as 22%, not to mention more than 25% of hardware products such as Apple watches and tablets.
For example, Qualcomm, which only provides chips and corresponding licenses, although its sales in 2019 dropped due to the advent of Huawei's 5G technology, it still achieved a profit of US$7.7 billion on sales of US$19.4 billion, and a profit margin of nearly 40%.
.
During the same period, Huawei grew by 18% year-on-year and reached sales of US$120 billion in 2019. However, its profit was only US$10.9 billion, equivalent to a profit margin of 9%.
Looking at the application markets where Huawei and Apple can be compared horizontally, Huawei's application market, which has 390 million daily active users, relied on a 15% profit share to capture part of the application market from Apple and Google, and the corresponding sales data are even more
I can't take it.
In other words, Huawei, which overtook the company in a corner, had only a 9% profit margin on hardware in 2019. Qualcomm was four times that of Huawei, and Apple was more than twice that of Huawei.
As for the huge mountain of application market that lies ahead of Huawei, a 30% application profit margin is a level that Huawei aspires to reach.
Are you angry or not?
gas!
Hate or not?
hatred!
But in the backward mobile Internet landscape in the previous life, only Huawei, which has been developing for nearly 30 years, has the power to fight back. The remaining companies can only allow patent trolls to earn most of the profits within the established framework. And they
You can only earn less than 10% profit by working hard.
Therefore, Ning Zimo felt that as a reborn person with the prophetic ability to predict the future, he must reverse the situation in this life.
In this life, since the beginning of the Internet in 2001, I have successfully taken advantage of Internet search engines and social networks. Based on the principle of getting rich first and driving wealth later, I have been able to promote the development of China's mobile Internet industry in this life.
ability.
The three disciples of Huawei, Xiaomi, Duan Yongping and even his own father have all been tied to the mobile Internet chariot in this life.
But if China's domestic 3G market cannot be opened earlier than before, Chinese companies will still miss the most important 3G era in the early stages of the mobile Internet.
We must know that the development of any enterprise must follow an established business trajectory step by step. No enterprise can continue to develop without a virtuous cycle of funds in the market.
China's 3G market has not yet opened up, which also means that the corresponding companies have actually lost an important domestic market.
For enterprises, losing the market means losing the opportunity.
And now, it’s the critical moment to use the facts to change everything!
The turbulence in my heart gradually calmed down the moment I walked to the curtain.
To convince the FGW special team in front of us, we must have clear ideas and detailed data.
Ning Zimo pointed to the graphic above and said: "As you can see, the statistics of iPhone Zero in the past week have been released. As of midnight on August 8, the first batch of 1.2 million iPhone Zeros has been sold out.
Along with the sales of mobile phones, 204,000 sets of corresponding iPhone mobile phone cases with an average unit price of 35 US dollars have been sold, and 200,000 sets of corresponding Switch kits have been sold.
In other words, the current sales generated by the iPhone are 732 million U.S. dollars, and the peripheral supporting mobile phone cases, Switch kits and other products are 111 million U.S. dollars. In total, the total is 5.924 billion yuan."
The figure of 5.924 billion yuan slightly changed the expressions of the people opposite.
Knowing that the effect must be like this, Ning Zimo turned to the second page and displayed the Gantt chart of Chapter 2.
Drawing his finger across the rising curve, Ning Zimo continued: "Although the results look pretty good, what I want to say is that the sales of user terminal equipment is not the whole of the 3G business. The real focus lies in software applications.
consumption and use.
The application consumption growth, which has increased by 20% every day in the past seven days, is the future big market of the mobile Internet. On the first day 7 days ago, 350,000 application purchase data with an average selling price of US$5.5 were recorded. By 12:00 last night
, this data has grown to 133,000 copies with an average price of 11.7 US dollars.
This means that only in the field of application consumption, Yugong Technology’s iPhone has created a consumer market of 48.4 million within 7 days. And I believe that this amount will eventually continue to develop and form a quite large amount.”
The FGW special team is right in front of us. Ning Zimo wants to use South Korea's prestige to promote 3G in China as soon as possible.
But just the sales data of iPhone Zero in the past month is definitely not enough to impress the traditional thinking FGW3G task force.
When Ning Zimo saw the thinking eyes of the people opposite him, he decided to move on.
After turning another page of PPT, Ning Zimo continued: "Although the 20% consumption growth will not continue to increase, 1.2 million iPhones will consume a total of 5.27 million copies of software, which will correspond to the growth rate in the next 10 to 15 years.
It will grow to a consumer market of 700 billion yuan, or even higher."
"A consumer market of 700 billion people???" The person opposite opened his eyes wide.
His reaction was what Ning Zimo wanted,
Convincing a person is not about how good the thing you come up with is,
Sometimes, to persuade a person to shake his original firmness, a story must be told.
For the FGW task force, the iPhone zero score is just an .asxs..
What really needs to be spread out in front of them must be a big enough cake.
A big cake for the global market!
"This is the sales data of major mobile phone brands released by PricewaterhouseCoopers in the first half of the year. As of midnight on July 1, global mobile phone sales of major brands reached 600 million units. At the same time, PricewaterhouseCoopers estimates that although
This year's economic situation is declining, but the total sales of major brands will reach 1.2 billion units.
Compared with global mobile phone sales data, the share of 3G network users increased by 28% from 46% last year to 58%. In other words, more than half of the world's mobile phone users now use 3G networks.
But what I am sure of is that although everyone seems to have entered the 3G era, only the iPhone 0 of Yugong Technology, a subsidiary of Emperor Penguin, has allowed people to truly use the applications of the 3G era."
After a slight pause, Ning Zimo gently read out a set of numbers.
"11.7; 1.2 billion."
???
Han Guowei was the first to react.
This is the per capita consumption of application software that Ning Zimo just mentioned, as well as the 1.2 billion mobile phone sales this year.
"A per capita consumer market will gradually increase from 1.2 billion people and gradually climb from 11.7 US dollars. When half of the world's population uses 3G or even 4G mobile phones, in addition to the 3.1 billion mobile phone terminal market, one year
If per capita consumption exceeds US$31, an application consumption market of RMB 700 billion will emerge."
Everyone on the opposite side suddenly became enlightened, and they suddenly understood what kind of logic was behind Ning Zimo's speech.
"Whether it is Symbian, BlackBerry, or Microsoft, they have not yet opened a market similar to iPhone Zero applications, but when they see that iPhone Zero has captured an application consumer market of more than 100 million US dollars per week, what will they do?
reaction?"
Seeing the slight change in the expressions on everyone's faces, Ning Zimo continued step by step:
"I know that our country has started 3G pilot work on April 1 this year, but as of now, our country's 3G licenses have not yet been opened. This also prevents our mobile phone industry-related companies from officially opening related companies in other countries.
compete.
But it is precisely because of this that, except for iPhone Zero, no other companies in our country have participated in the competition in this potential market. This makes us one step behind others in the 3G era.
Think about our country's backwardness in the Internet era, and then think about whether we should move this backwardness to the mobile Internet era with huge potential in the future."
The people opposite are still thinking, but they have changed dramatically from when they first sat here.
But just like this, it was not what Ning Zimo expected.
He also needs something more tangible.
"Tonight is the opening ceremony of the Olympic Games. I have specially prepared a 3G era performance show for you. You can participate in this show with me and let me tell you with practical performance.
How important is the full opening of the 3G market? In fact, we have quite a few companies that have already made preparations. They are all fully armed and ready to compete in the trillion-dollar mobile Internet market!"
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