Rewrite the Technological Landscape

For Intel at this time, they have no idea what the PC revolution is. If the Dafeng Group really wants to bring the PC revolution, then they really don’t know how to fight the Dafeng Group. If Intel puts all its energy into On the PC chip, if it is not done well, the Dafeng Group will directly take a drastic action.

Taking a step back, if the PC revolution of Dafeng Group is indeed just a deliberate hype, then the decline of the traditional PC market is already a certainty, so the choice before Intel now seems to be suddenly clear.

Intel's panic quickly turned into a market reaction. When Meng Qian returned to the company in December, a piece of news still surprised him.

History has changed because of itself.

On December 5, Intel announced that Brian Krzanik would be the new CEO of Intel in January 2013 after a unanimous vote of the company's board of directors.

This was also the next CEO of Intel in his previous life, but he was supposed to replace Paul in May 2013, and now it is four months ahead of schedule.

All this is indeed because of Meng Qian, Brian Krzanik is a person who strongly advocates the development of smartphones. Before Intel, he had been arguing with Paul whether Intel should focus on PCs or smartphones. Paul chose PC, Brian Krzanick chose the smartphone.

But Paul is the CEO, and Brian Krzanick can only choose to be obedient.

So Brian Krzanick's appointment to the office of the whole world understands that this is the meaning of Intel's shift of focus to smartphones.

Brian Krzanik, like his previous life, directly expressed his great importance to smartphones in an interview, and said that Intel will surprise everyone in the field of mobile processors, and he will lead Intel to do Good mobile chips, competing with chip manufacturers such as Hongmeng Qualcomm, regaining the focus of the industry.

After learning of Intel’s CEO change, Meng Qian immediately asked Xiao Boshi to investigate a matter. Two days later, Meng Qian called Liang Mengsong to the office, “I am very satisfied with Dafeng Semiconductor’s performance this year.”

Meng Qian first expressed his absolute approval of Liang Mengsong's performance and the performance of the subsidiary, "Now Intel is replacing Krzanik with the intention to increase investment in mobile processors.

Do you have any idea? "

"Intel adopted a coaching change to express its determination to enter the mobile market, which really cheered up many Intel supporters.

I have always believed in Intel's chip design and chip manufacturing capabilities, so in fact, I personally think that the failure of the Astro Boy processor is mainly due to Intel's lack of attention.

The natural disadvantage of the X86 architecture is indeed an objective fact, but if Intel can pay attention to the mobile market from the beginning, I believe they can handle the problem well with Intel's ability, but Intel only started to pay attention at this point in time, I think it is too late up.

Our processors have been developed for so many years, not to mention that our experience in mobile processors has actually surpassed that of Intel. Astro Boy is now struggling with optimization, compatibility and ecological issues.

Not only has Intel not entered China's Hongmeng and Vientiane ecology, it has not even entered the Android ecology. Now the competition of smartphones is no longer the competition of processors, but the competition of ecology.

Intel just missed the most golden four years of smartphone development, but the gap of these four years, even for Intel, is difficult to recover.

I paid special attention to Krzanik's views on the architecture, and also inquired about some of Intel's internal ideas. Now they have to continue to develop on the basis of the X86 architecture.

The only chance Intel can think of now is to pull the only Microsoft ecosystem that can provide it with mature compatibility, but this opportunity is also very slim. "

"Your guess should be correct." Meng Qian took out a survey and placed it in front of Liang Mengsong, "This is the news that Mr. Xiao brought back from the United States."

"Microsoft has also started looking for a new CEO?" Liang Mengsong actually guessed it, but he was still somewhat shocked.

But he was more shocked that his Dafeng Group actually forced both Intel and Microsoft to change their CEOs.

Unconsciously raised his head and glanced at Meng Qian, Liang Mengsong couldn't help but rejoice that he entered such a company, which was probably the most correct decision in his career.

"Judging from all the news that can be heard so far, Microsoft's new CEO is probably Satya Nadella LS Tia Nadella?" Liang Mengsong tried hard to recall, "I remember that he seems to be an expert in cloud computing and mobile technology. Fans of the times."

"Yes, Microsoft is planning to change the CEO at this time, just for a disruptive change, and it is for the mobile era." Meng Qian responded briefly, and there is no way to talk to Liang Mengsong about some things, because it is easy Expose the rebirth identity.

What Satya Nadella once said in his tenure speech was to lead Microsoft back to the missed search and mobile era.

After he took office, he did in-depth alliance with Intel immediately and created the wintel alliance era on the mobile side, but this era is a bit short.

But Satya Nadella's timely braking is still a kind of wisdom in a few years. Satya Nadella is still very powerful. After he took office, he focused on two major directions, mobile and cloud computing, no matter what So, the direction is right, but on the mobile side, as Liang Mengsong said, Microsoft and Intel have missed the most golden years, and the ecology has not been built, and there is really no way.

Under the leadership of Satya Nadella, Microsoft's cloud computing has really developed very well, becoming the second largest cloud platform in the United States.

In addition, Satya Nadella continued to reduce the proportion of Microsoft's desktop system in the company's revenue, and increased investment in databases, servers and other markets, which also proved to be correct.

The biggest difference between Satya Nadella and Ballmer lies in his accurate prediction of the future, which is why some people say that if he could replace Ballmer four years earlier, Microsoft’s mobile phone system might really develop .

Meng Qian agrees with this to a certain extent, but there are no ifs in everything.

"If Satya Nadella really becomes the next CEO of Microsoft, Intel and Microsoft will be replaced by a CEO who pays more attention to the mobile market at the same time. This is an obvious thing."

"Yeah, then what do you think is the probability of their success?"

"30%." Liang Mengsong thought for a long time before giving this answer, "I still say that, I have never doubted Intel's hard power, and I don't know Microsoft very well, but at least the two companies can make this at this time." Decided, we will definitely make great efforts in the future.

But I still don't have much hope for them. It's still the same sentence. Smartphones are an ecological dispute. I still don't see any chance for them to come back to wintel alliance.

But the name of the Wintel Alliance is there, and I will still give a judgment of 30%. "

"I think the same as you, so at this time, don't you think our chance has come."

It depends on how Liang Mengsong responds to Meng Qian's speech, "Mr. Meng means that Intel and Microsoft will put a lot of energy on the mobile terminal in the future, so it will inevitably reduce the investment on the PC terminal. If we can If we increase the investment on the PC side at this time.”

Liang Mengsong said something suddenly came to his mind, his eyes lit up, "Two years will be the critical time for the mass production and launch of EUV lithography machines!"

Meng Qian didn't speak, but motioned Liang Mengsong to continue.

"If we increase the development of PC-side chips in the past few years when Intel has focused on the mobile end, if we can seize the lead in EUV lithography technology, if Intel's chip development blueprint is not applied in the first place EUV lithography.

Once we can make good use of such a technical time difference, we will have the opportunity to achieve corner overtaking through the technical time difference!

And if we can seize the opportunity to accumulate technology after overtaking on a curve, we may surpass Intel in one fell swoop! Realize the comprehensive advantages of Gale Semiconductor in both PC and mobile in the true sense! "

When it came to this, Liang Mengsong couldn't sit still with excitement. Surpassing Intel in the field of PC chips can be said to be a kind of pride for all semiconductor people, and it is something that is enough to make the industry crazy.

Liang Mengsong really appeared in an instant, even without salary for the next few years, as long as Meng Qian is willing to spend money on Dafeng Semiconductor at this critical moment.

Meng Qian looked at Liang Mengsong's expectant eyes and smiled slightly, "If I am willing to bet on this opportunity now, how much money do you need in 2013?"

"Two" Liang Mengsong hesitated, "15 billion yuan."

"How much is Intel's R\u0026D investment this year?"

"10 billion yuan."

"Then you really want a lot."

Liang Mengsong showed a helpless but eager to fight, "Intel is really stronger than many people imagine."

"Well, Dafeng Semiconductor's estimated profit this year should be 50 billion soft sister coins, and all profits will be used as R\u0026D investment in the first half of next year.

I want to see the performance of Dafeng Semiconductor in the summer vacation next year. If it is worth my bet, the group will make up another 50 billion soft sister coins in the second half of the year. "

Liang Mengsong's heart almost jumped out of excitement, "I will never miss this once-in-a-lifetime opportunity."

"Are you so distrustful of Intel and Microsoft's performance on the mobile side?"

"They are still using a closed state to solve ecological problems, which is hard to expect."

"Then have you ever thought about things that you and I can understand, can't Intel and Microsoft understand? Why do they still do such meaningless things?"

"Because there is no other way, it is impossible for Intel and Microsoft to just give up the mobile terminal, which is an obvious future market, without doing anything. Forced to this point, they have to fight even if they bite the bullet.

Sometimes just because of your position in the market, you get into a weird passive state where you just have to compete.

In other words, since Microsoft also wants to focus on the mobile terminal, does Mr. Meng have any thoughts on Microsoft? "

"Microsoft is a software company, and its software product line is much richer than Intel's, including the guy who is most likely to become Microsoft's CEO this time, is a very smart person, I believe he will stop losses in time.

Moreover, Microsoft's cash flow is much better than Intel's, so I don't think this matter will have a great impact on Microsoft this time. Our gamble this time is mainly to take off Intel's chip imperial crown. "

Liang Mengsong was excited again when he heard this, "I will definitely do my best!"

Meng Qian nodded, "In the next few years, you will keep an eye on Intel's headquarters and prepare for a decisive battle."