Reinventing the Millennium

The patent litigation battle between Qualcomm and Yike was decided in the first round.

After all, Qualcomm is better.

In addition to many media tracking new trends in this incident, Yike's verdict will inevitably make everyone in the same camp feel sad. Qualcomm, an American company that engages in monopoly, is also protected.

The speed of the District Court of the Northern District of California this time exceeded the industry’s expectations. The last time it exceeded expectations was the antitrust investigation launched by China against Qualcomm.

Such an unconventional speed can naturally be interpreted as a manifestation of local protectionism.

Affected by the results of the first round, Yike's stock price fell 2.3% the next day, closing at $238.13.

Also affected by this, Qualcomm's stock price... also fell 1.9% to close at $62.57.

It was clear that Yike lost the lawsuit, so why did Qualcomm’s stock price also fall?

Wall Street analysts gave an explanation: "The fierce confrontation between Qualcomm and Yike has increased the uncertainty of its Chinese market. Yike's unhesitating appeal will undoubtedly make this lawsuit longer, and Qualcomm is in the product field." We are also facing more and more challenges, including IC design companies such as MediaTek and Morningstar, which have achieved considerable growth in the past year."

In the past fiscal year 2013, MediaTek's revenue increased by 28%, and Morningstar's revenue increased by an astonishing 76%. These two companies have launched an impact in the middle and low-end Chinese chip market, but they are obviously not satisfied with this. positioning.

Behind Morningstar's competition with Qualcomm and MediaTek is also the shadow of Yike.

Fang Zhuo, who was in Shanghai, soon received an unknown number of calls from Jacobs, the head of Qualcomm. The other party did not care about the impact on the stock price, but took advantage of the momentum of winning the lawsuit to once again show his sincerity in negotiations.

"Schroeder's attitude is Yike's attitude, which is also my attitude. Jacob, we are not only a dispute of interests, but also a dispute over business models. I do not agree with Qualcomm's approach. , I don’t think this ruling means anything.” Fang Zhuo remained firm, “You don’t have to call me now. If you call me next time, just wait until ITC bans the sale of Yike.”

Fang Zhuo had no interest in continuing the communication and hung up on Jacob.

He originally wanted to block the matter directly, but after all, he was not a heartless person, so he kept it.

Of course, the advice from the Legal Department also lingers in my mind, and communication should be maintained to show a friendly attitude.

However, although he said firmly, some people within the company were also shaken. There was a difference between the expectations and the actual results.

Therefore, there was discussion at Online's global conference about whether to stick to the end.

According to Qualcomm’s statement, the settlement can still receive very favorable conditions.

Before Fang Zhuo expressed his position, he heard the strong objection from American Vice President Schroeder.

"The ruling of the District Court of the Northern District of California is unusual. The ruling we suffered this time has been supported by many people in public opinion. Two of the five patent infringements are unreasonable. This is the fault of the court itself."

"There is absolutely no need to negotiate with Qualcomm now, we are still on the right path."

Schroeder was referring to the specific ruling of the Northern District District Court. It was not just a speedy and strict ruling. Dispensable infringements were ignored. Patents that were obviously not infringing were judged as infringements. This in turn aroused some backlash. .

Matthews, the vice president of the legal department, has obviously communicated with Schroeder and expressed similar opinions. This time the ruling results provide more favorable conditions for the appeal.

Fang Zhuo expressed his attitude succinctly: "We respect the opinions of professionals. Unless Qualcomm agrees to cancel the licensing fee for the entire machine, we will continue to fight until the end."

The internal voices were silenced so quickly. Although there was some shock, Yike has indeed seen more shocking lawsuits, so let's continue to distinguish between high and low.

Yike maintained a concise response to the outside world, neither panic nor hype, and the focus was still on the company's products.

The spring conference in mid-April is coming soon, and this time it will be held at the "Yike Center". The person on stage is confirmed to be Huaxia President Liu Qiangdong.

There weren’t many surprises at Fangzhuo’s press conference this time, mainly the regular upgrades of tablets, the launch of more smart home cooperation products, and more software support for last year’s smartphones.

The smart watch launched by Yike in October last year has received a pretty good response within half a year of its launch. Some media also specially counted Mr. Fang’s appearances in these days and found that the boss really used the Rolex he often wore before. I switched to a smart watch, and I seem to be quite interested in changing the color of the strap frequently.

When Fang Zhuo saw such tidbits of news, he took to Twitter to reply.

"I feel like I'm on Forbes after all. The color of the watch strap doesn't change. I have a drawer of watches, and sometimes I change it to a new one."

The Forbes billionaires showed great generosity.

On April 13, two days before the spring conference, Fang Zhuo listened to Kong Yu's trip to the United States. From New York to Washington, they were quite popular.

The person in charge of the MIGA fund is extremely low-key, but his shining light cannot be concealed. Especially, things like money and power make people feel itchy.

In addition to talking about Chen Fuyang's personal ties, Kong Yu also talked about the new clients added this time. Several Capitol Hill stock gods have been added, providing extremely professional capabilities to the fund. After all, they have all verified their understanding of the financial market with precise footholds. sense of smell.

"Well, you have it up to you. I will be in the United States at the end of this month. Dayao's retirement press conference will be held in Houston. I will also take advantage of the time to go shopping. I went to Luzhou last week. Bingxin There has been some progress in the new manufacturing process," Fang Zhuo said.

The Rockets previously traded Ming Dynasty guard Paul, but the young Paul and the aging Yao Ming have been unable to form much competitiveness. It is not easy to maintain a level on the edge of the playoffs in the fiercely competitive Western Conference.

In addition, Yao Ming was injured again shortly after the start of last year. Therefore, after careful consideration, he has determined that he will retire after the 2013-2014 season.

Fang Zhuo is very satisfied that he can change Yao Ming's career. He has not been stingy with the team's luxury tax in recent years, but his lack of good results is sometimes related to luck.

He plans to take advantage of Yao Ming's last dance in the playoffs to travel around the United States, which can be regarded as his "last dance" in the future.

It's already April, and news of small-scale mass production of 20nm has been reported by Taiwan Journal. News of Samsung's stumbling has also been exposed, and ice core... there is another legend of technical and process problems.

Ice Core's 28nm has already attracted new customers outside of Yike. It has also added new investments like Taiji, and has built factories 1-4 in Luzhou, while the research and development of 20nm has been blocked...

This news really didn't cause any market fluctuations.

Many people just laughed after hearing this, and why are you still coming?

A similar situation has already occurred in last year's ice core research and development of 28nm. It kept complaining about obstacles and problems, but finally made a breakthrough, directly helping Yike to secure its position as the top of the three companies.

Similar news this year...

Everyone has discovered that Bingxin is the kind of style that silently engages in research and development. There is indeed an insurmountable gap between Bingxin and Taiji, but it has been getting closer step by step in the past few years.

Even if he really can't catch up with Tai Ji, Bing Xin still has a vague image of being second in the world.

In the field of wafer foundry, besides Tai Ji, who else belongs to this group?

Is it the other UMC in the "Two Heroes of Treasure Island"?

Is it Samsung, the Korean giant?

Or the ice core of the leader of mainland China?

It just so happens that this year, both UMC and Samsung suffered from defects in the 28nm front gate solution and encountered difficulties in the development of advanced processes. However, ice core turned around in time and became another bright spot in the global market.

After such a calculation, Bing Xin feels well deserved to be the "No. 2" player in the world.

However, since last year, Bingxin, which is suspected to be the second best player in the world, has been holding back its energy to give the No. 1 Taiwanese reporter a hard blow, which is bound to change its and even Yike's future development ecology.

Considering this, it is not appropriate for Fang Zhuo to come to the United States for a long time in the future.

Kong Yu naturally understood this truth. When he heard his boss's words, he was already thinking about how to arrange face-to-face communication between his American friends and his boss.

He is not worried about being affected by the ice core. The only thing he is worried about now is the iteration of the leader of Meilijian. Most of his current customers are in that camp. If there are changes in the future, there is no guarantee that he will be greatly affected.

"You're just making money. You'll have to wait and see when the time comes. At worst, you'll just go back to China and work on A-shares." Fang Zhuo said with a smile.

Kong Yu knew that the boss was joking, but he still said seriously: "Mr. Fang, stop making such jokes."

"Let's talk when we meet in the United States." Fang Zhuo accepted the joke, "Mr. Chen sent me a message yesterday and talked about his views on the industry. He still maintains his interest in Broadcom. He has a big appetite. people."

Avago has been integrating mergers and acquisitions all the way. This time it is focusing on Qualcomm in the storm, and it has not forgotten Broadcom, which it has observed before.

"Mr. Chen... is quite good at dancing. As expected of him..." Kong Yu stopped his evaluation and changed his words, "As expected of the person who took Anhua Gao to the market."

Fang Zhuo also has a good opinion of Chen Fuyang. He plans to wait until after this conspiracy with Qualcomm to see if there is more room for cooperation. The new Qualcomm under the new leadership also needs to be re-examined.

Moreover, Avago's development model of mergers and acquisitions... also makes people think about the industry situation from a different perspective.

The global semiconductor industry seems to be transitioning from micro-processing to integrated innovation and business model innovation in terms of innovation. In the past few years, it is not just Avago that has been using capital to develop.

IDC data has been authorized by Fang Zhuo and is sorting out and analyzing changes in the industry.

Fang Zhuo ended his communication with Kong Yu, recalled the situation he was about to face, and comprehensively reviewed the situation in all directions. He felt that changes were brewing at this stage.

Competition in the online ride-hailing market is intensifying. This will be a temporary node, which may involve the development of the giant itself.

Yike and Qualcomm are engaged in patent litigation and lost in the first round, but Qualcomm will face a key attack from Avago.

The cross-generational new technology of ice core has taken shape, and this year may set off a far-reaching competition.

In addition to specific businesses, the development of mobile Internet has gradually passed the moment of staking out land. It is paying more and more attention to the development of vertical tracks and is entering a more detailed secondary competition.

On April 15, Yike's spring conference was hosted by Liu Qiangdong. This time he focused on Yike's integrated support for smart devices and talked about Yike's efforts in software and systems.

The press conference was quite satisfactory. The Galaxy series of tablets gained a certain reputation in the previous generation. The regular upgrades of this generation are quite powerful. However, there is a Samsung competing product using Qualcomm Snapdragon that needs attention in the Android camp.

After Samsung had to settle with Qualcomm due to problems with its 28nm process, it simply continued to cooperate comprehensively and launched many product cooperation plans. This kind of competitiveness cannot be underestimated.

Patent litigation belongs to patent litigation, and process plans belong to process plans. When different opponents face difficulties and choose to join forces, they are still very powerful.

On April 17, two days after the spring press conference, Fang Zhuo reviewed important documents as usual. After reading a summary of Qi He's YMS, he received a document transfer signed by Qi He and Liu Qiangdong in his mailbox, but it was Fan Minggang, a deputy director from Yishi.

Yishi is a department under Yike YMS. It was originally formed from the acquired PPS. It was originally called "Yike Video", but later it was changed to "Yike Video" because it felt the name was too long.

However, although it starts with the word "easy", it is not as powerful as its other brothers. It is only a second-tier player in the video market.

Yike is the leader of the giants, but it has always been engaged in hardware, software and mobile Internet. In the video field, one is burning money, and the other is mainly on the PC side. Therefore, the positioning of "Eshi" within Yike is natural. Awkward.

The most talked about thing is probably that Yishi once used a New Year's Eve party to help Yixin completely consolidate its advantage over Penguin. Subsequently, its New Year's Eve party became its swan song.

This time, Fan Minggang, the deputy director of Yishi, gave a suggested document, which attracted the attention of many senior executives and was forwarded to Fang Zhuo's mailbox in accordance with the rules and regulations.

"With the development of 4G and the improvement of the basic network speed of mobile Internet, video will inevitably develop greatly on the mobile phone."

"The mobile Internet is not a simple extension of the PC, but a subversion."

"I believe this statement also applies to video."

"Users are spending more and more time on the mobile terminal, which is fragmenting a large segment of the output in the content field. Yishi should focus on the reform of the mobile terminal from now on and experiment with short and medium videos."

Fan Minggang quoted the famous judgment of Big Boss and strongly suggested that senior executives pay attention to the development of the video field, believing that there will be great opportunities here.

Qi He, Liu Qiangdong and others felt that this suggestion was good. It might be an opportunity for Yishi to move from the second line to the first line, but Fang Zhuo naturally knew what this person was talking about.

He considered the changes that Yike might face and the situation in the next few years, and after thinking carefully, he reviewed an article.

"Discuss at the main office." (End of chapter)