Rewrite the Technological Landscape

After Gu Junhui, Fang Chen, the CEO of Dafeng Electronics, began to report to work. It can be said that Dafeng Electronics made a big splash last year.

Hongmeng mobile phones, Hongmeng tablets, and ancient computers are out of stock all day long. Through these three products, Dafeng Group has completely established its high-end image in the field of consumer electronics.

"The sales volume of Hongmeng 4 exceeded 30 million units in half a year, and for the first time, overseas sales of Hongmeng 4 exceeded domestic sales. Currently, overseas sales of Hongmeng 4 account for 55%.

Moreover, some of the domestic sales are bought and smuggled overseas.

Another thing worthy of attention last year is that the balance of the market has clearly begun to lean towards tablet PCs. The market sales and market expectations of netbooks have been falling all the way. It is predicted that at least 20 brands will come up with their own tablet PCs this year. "

Meng Qian looked at the data and expressed his satisfaction. The sales data of Dafeng Electronics is indeed beautiful. With a few major products, the turnover has been pushed to more than 200 billion, and the profits of several high-end products are very high. Profit can be said, but the company's overall net profit has reached 15%.

After reading the data, Fang Chen raised a question, "Mr. Meng, now we are considering a future planning issue, whether we should enter the home appliance industry."

"Why do you have this idea?"

"Since last year, the concept of smart home appliances has developed rapidly. At the just-concluded International Consumer Electronics Show, companies such as Apple and Google have exhibited their own smart TVs.

Judging from the latest news, companies such as Hewlett-Packard and Dell are also likely to enter this market.

Smart home appliances, as a new outlet in the home appliance industry, are attracting the attention of global technology companies.

And since we are already developing systems and chips, we have the two core foundations, and we are building an internal industrial chain, why not consider making our own products? "

What Fang Chen said made Meng Qian seriously check the market data prepared by Fang Chen. Since 2011, the home appliance industry has indeed undergone a major change. Smart home appliances have begun to develop, and smart TVs are at the forefront.

But the first batch of non-traditional home appliance companies to catch this industry did not do a good job. Apple TV was discontinued and then they stopped doing it. Google TV did not do a good job and finally focused on Android TV system ecology. HP Dell stopped doing it when he saw that Apple and Google didn't do a good job.

Dafeng Electronics has no relevant experience, and Meng Qian really has a hard time judging whether he is reliable in making home appliances.

"How big do you think the market for smart home appliances is? How strong is the competition? How big is the profit margin?"

"Both traditional home appliance companies and non-traditional home appliance companies are entering the game, the competition will be very high, and the profit margins will not be much."

"In this case, just like I said before that I don't want to make cheap mobile phones, isn't it good for us to focus on technologies such as system chips? Why should we fight for this low-margin market?"

"Because we don't make cheap mobile phones but we at least have Hongmeng mobile phones, one of the characteristics of the development of electronic products is the industrial chain.

If you have terminal products, they will help you develop upstream and midstream technologies. We have Hongmeng on mobile phones, and Hongmeng is a high-end mobile phone. This is the best technical feedback for the entire production line, but in the home appliance industry we have There is no end product.

Moreover, our smartphones can be regarded as a faulty development, just like we have made AI mobile phone chips for two generations and no second mobile phone manufacturer has produced them.

But the smart home appliance industry is different. Everyone has realized it, and this time everyone believes in this direction. We can see that Google is already competing with us for ecology. We do not have an obvious conceptual lead.

The reason why Apple and Google have to make their own TVs is because everyone is vying for it. Maybe we need more refreshments in this field. "

Meng Qian began to nod silently, because what Fang Chen said was indeed reasonable, "I see you said here that you plan to set up a new business department and a new brand?"

"Well, I want to separate home appliances from mobile phones and computers, because there are still differences, and I need to quickly form a new team for home appliances, and simply start as a new project."

"Okay, come up with a detailed plan for me as soon as possible."

"good."

"Now that we've talked about chips, let's talk about the situation here at Gale Semiconductor."

Dafeng Semiconductor is also a subsidiary that exploded last year. It earned tens of billions of dollars just from a Hongmeng architecture authorization. The Hongmeng architecture has two modes of buying out and paying taxes.

Buyout is the easiest way, how much it costs a year, whether you sell one device or 100 million devices, it doesn't matter to me.

Paying the tax is to pay a very low authorization fee. Every device that uses the Hongmeng architecture will have to pay a certain amount of money. It is the same as Qualcomm, but the difference is that it is not as expensive as Qualcomm, and it is not charged according to the product price like Qualcomm. The Qualcomm tax is a fixed price. If you have the ability to sell this mobile phone for one billion yuan, that's the price.

"The company's next key development direction is high-performance computer chips and server chips, and at the same time do a good job in horizontal derivative work.

However, Mr. Fang mentioned the matter of smart TV just now. The bad news is that our negotiation with MediaTek failed. The news just confirmed yesterday is that MediaTek has cooperated with Google. "

Everyone's expressions became serious, "Didn't the conditions be negotiated well before? Android's reputation is not good now, why did MediaTek choose Google?"

"We don't know the specifics, and now we can only guess. This matter may also be related to this International Consumer Electronics Show. After all, Google has come up with a TV. Just like Mr. Fang said, Google now has terminal products. business too.

Moreover, the Kunlun system is a semi-closed system after all, and the Vientiane system is from Vientiane Technology. Although the Vientiane system performs better on the mobile phone side, maybe, what breakthrough did Google make on the TV side?

In addition, there is another point, which is also the reason why we have been unable to win MediaTek before. Not long after TSMC cooperated with us this time, people from the US Department of Commerce went to TSMC.

Many of MediaTek's equipment are from the United States, and it can be seen that they have concerns. "

Meng Qian leaned back on the chair and pondered for a while, "The cooperation with TSMC not only failed to set an example, but made other Taiwanese enterprises more cautious.

It seems that it will be more difficult to cooperate with enterprises in Taiwan Province in the future. Since this is the case, Mr. Shao, prepare yourself and go to Taiwan Province with me in the next two days.

Let's talk to Morningstar about an acquisition. "

"Morningstar Semiconductor? Are they well developed and willing to sell?" Shao Yibo felt very puzzled.

"It's developing well? Do you know that Qualcomm is talking to Morningstar about an acquisition?"

Shao Yibo shook his head, "I haven't heard of it."

"MediaTek is also negotiating acquisitions with Morningstar, do you know?"

Shao Yibo was even more confused, "I don't know."

"It seems that your intelligence network is still not good enough. Take time to think about how to improve the intelligence network with Mr. Xiao."

Shao Yibo and Xiao Boshi looked at each other and nodded, but still couldn't help asking, "How did Mr. Meng know? MediaTek has been having conflicts with Morningstar recently, and the two companies are actually discussing acquisitions in private?"

"How do I know?" Meng Qian made a meaningful expression.

It was a summer in 2017. Meng Qian took over the development of a smart TV system project. The boss was an executive from MediaTek. He talked about this matter. Later, Meng Qian searched the Internet again, and it really happened. .

In 2010, MediaTek competed with Qualcomm for MStar Semiconductor. In 2011, it entered a fever pitch. In 2012, MediaTek finally grabbed MStar Semiconductor.

Recalling all this, Meng Qian said lightly, "What you should pay attention to is not how I know, but how you don't know."

Shao Yibo stopped talking, Meng Qian suddenly thought of something, grabbed the mouse and scrolled to find something on the PPT, "Is this technology ready to use now?"

"Can."

"Then Gale Semiconductor is preparing for a press conference on this technology recently, so let's find a time before the year to announce it."

"Alright Mr. Meng."

Meng Qian couldn't help but look at the screen twice more, "I don't know how Intel will react then."