Schroeder, the president of Yike America, left Shanghai and returned to Silicon Valley with many worries. In addition to worries about the company's current situation, he was also uncertain about his personal future. He felt exhausted both physically and mentally.
Needless to say, the company would rather leave the U.S. market than compromise. The boss has made his firm stance clear, and the storm will only become more violent.
But this... leave Yike...
Schroeder is not without such considerations, but as a director of Yike and a member of Yike's senior management, he is actually cautiously optimistic about the future.
Although the U.S. market has been lost now, this is for greater and solid autonomy. In the future, the king may not be able to return after a series of problems.
Schroeder has been with Yike for nearly ten years. He has personally witnessed and promoted the company's rapid development and is very confident in the company's operating mechanism.
Moreover, Yike and Bingxin are two companies that can be said to have reached the top of the world in their respective fields. Their closer ties under pressure will surely burst out with power that will surprise the outside world.
In addition, there is Mr. Fang, who is both good and crazy, and has unusual leadership abilities.
Therefore, Schroeder really believed what he shouted in the conference room of Yike's general office, threw away his illusions, and prepared to fight, and the fight was of course aimed at winning.
However, Mr. Fang’s suggestion to himself now is to incubate a new project...
Schroeder hesitated.
While he hesitated, he was still under pressure to deal with Yike's U.S. market affairs, because BIS had imposed trade licensing controls on Yike based on the Export Control Regulations, and many of Yike's U.S. customers needed to communicate.
Operators include Verizon, T-Mobile, etc., suppliers include Intel, AMD, etc., channel providers include Amazon, Best Buy, etc.… They all need to sort out complicated tasks before completely withdrawing from the market.
What makes Schroeder even more complicated is that although BIS has taken action to restrict Yike, Yike's sales performance in the US market this quarter was not only not affected, but was extremely popular.
Regardless of the chaotic factors outside, Mars 9 still has the strongest core in the world.
According to current trends, by the end of the traditional peak season in the fourth quarter, the U.S. market will contribute more than $43 billion in revenue to Yike this year.
43 billion US dollars...
Although Schroeder has the will to fight, his heart bleeds when he thinks of such a loss.
On November 16, the President of Yike America, who was busy in Silicon Valley, received a call from the head of Google, and was subsequently scheduled by the other party to visit him for negotiation.
Schroeder was a little surprised by La's visit, but soon after seeing him in person, his mood became even heavier.
"Yesterday, a meeting was held in Washington against Yike. Google is under a lot of pressure." After a brief exchange of greetings, Lazio said bluntly, "Washington will soon escalate its actions against Yike."
Schroeder has participated in many rounds of discussions between Yike and naturally has a basic understanding of the situation at Google. The so-called pressure will only be on GMS.
But he felt that this matter should be discussed between La and Mr. Fang. Whether it was a notice or a warning, these two should communicate directly.
“The cooperation between Yike and Google on the Android system is one of the most successful examples in the history of the industry.” Schroeder said without hesitation, “At the same time, such in-depth patent cooperation in the Pro Alliance is also an important way to protect the Android system from patent disputes.
This is a major internal conflict, and Google is under pressure not only for Yike, but also for itself."
Yike has invested heavily in R&D over the years, and part of the transformation results are various patents, which are basically provided free of charge to the Pro Patent Alliance of the Android camp.
Once the relationship breaks down, these patents will also be a counterattack weapon for the Android camp to restart the war, but it will hurt others and itself unless it is absolutely necessary. Moreover, Yike is also likely to suffer from Qualcomm 2.0, and the legal provisions are there.
In addition, Yike owns equity in the Android company and has signed multiple rounds of agreements with Google on system cooperation.
Basically, the Android GMS cooperation between Yike and Google has been the most solid within the scope of laws and regulations.
However, Schroeder discussed this matter with Mr. Fang before returning to Silicon Valley. The biggest problem is that if the current laws and regulations are not effective, Washington will have to amend new laws and regulations.
It is easy to destroy but difficult to build. Yike is always passive in this regard and can only react passively.
The current situation is that Google's compliance with Washington's requirements will not bring benefits to itself, but will most likely suffer losses, which provides real motivation to withstand pressure.
Another key point is that both Google's relationship with Washington and La's relationship with Aobi are relatively good, which helps Google stick to its position and not sacrifice its own interests to follow in the footsteps of Yike.
Google can say "no" at a certain time. This is Fang Zhuo's judgment.
"But Washington is still strongly recommending that Google do something and at the same time consider putting pressure on the EU." After hearing Schroeder's words, La was noncommittal and said with piercing eyes, "At the same time, Washington must definitely impose restrictions on the supply chains of Yike and Bingxin.
More stringent measures have been launched.”
Schroeder nodded attentively. It sounded like the Washington meeting was able to withstand the pressure.
La looked at the president of Yike America and said seriously: "The supply chains of Yike and Bingxin had better perform well, otherwise it will be difficult for Google to persist."
At this Washington meeting attended by many well-known companies in Silicon Valley, the attitude towards Yike was basically half and half, and many were worried about the expansion of this kind of interference.
I had communicated with Mr. Fang when I was in Paris, and this time I expressed my views clearly, disapproving of the more drastic measures taken by Washington and BIS.
The U.S. market has already kicked out Yike, so why bother being aggressive anymore.
Anyway, Google does not agree and does not want the Android camp to suffer unnecessary losses.
In addition to participating in meetings in Washington, La La also communicated privately with the White House. He felt that he was very attentive to both public and private matters.
However, regardless of what should be said, Yike's decisive withdrawal from the US market and the attitude shown by Mr. Fang also angered many people, and the voices of shouting and killing were endless.
Lazai has a lot of worries when thinking about next year's upcoming election.
If the situation becomes more complex, Google's position will also need to be weighed more.
Schroeder could only say: "I will convey this to Mr. Fang."
Immediately, he added: "Yike and Bingxin already have sufficient plans in this regard."
La glanced at Schroeder and believed this statement.
After he finished telling the news about Yike, a smile appeared on his face and he asked: "Schroeder, I heard that many people here in Silicon Valley Center are already being contacted by companies. What are your plans for the future?"
Yike's R&D center in Silicon Valley has a very strong team and strength, and it was also affected this time.
Listening to this sentence, Schroeder suddenly understood why La made a special trip to the house instead of calling the boss to communicate. He was here for himself.
He thought about the project suggestions mentioned by Mr. Fang and said thoughtfully: "I might be in Silicon Valley, or I might do some cutting-edge R&D and transformation projects."
Schroeder then asked: "Well... la, do you think I have what it takes to start and lead a new company?"
La agreed very much with the abilities of Schroeder, the president of Yike USA. Hearing that he really wanted to leave, he smiled and said: "Of course you are good enough to start from scratch, but Schroeder, rather than that, you are not as good as Come to Google, there is enough platform for you to perform, and we all know how fierce the competition in Silicon Valley is."
He solicited: "Google can provide you with a lot of autonomy, Schroeder, let me say it sincerely, unless you find a transformative project, it is certainly worth your effort and it is certainly worth your gamble. Otherwise, Google is Your best choice, we have a lot of cooperation and we can trust each other."
Schroeder had no expression. Well, that's what you said.
Mr. Fang provided him with direction and La provided him with courage. Coupled with his own little ability, it seemed that it might be worth doing.
He still thanked the head of Google for visiting and recruiting him this time.
After conveying the news of the Washington meeting and La's attitude to his boss, Schroeder also mentioned his latest intention to try a short video project in the mobile era.
"Intel and AMD have obtained licenses from BIS. Our mobile phone industry chain has been de-beautified and almost completed localization. Now the ice core supply chain needs to be put to the test."
"Take your time, Google's wait-and-see mood is pretty good right now. As long as the company can sustain the pressure for a period of time, its wait-and-see mood will become stronger."
Many organizations now predict that Yike will fail quickly, because more rumors from Washington include future domination and restrictions on American technology.
Fang Zhuo already knew the contents of the Washington meeting in advance, but now he only knew La's attitude more clearly, which did not exceed expectations.
After talking about the company's situation, he agreed with Schroeder's choice: "Schroeder, you will be excited about your choice in the future. Douyin's success in China will also have commonalities in the global market, and you will create a new business A great cause."
Schroeder was a little flattered. He rarely heard such praise and predictions from his boss.
Fang Zhuo continued to talk about the support for project incubation during the phone call. Compared with how overseas markets perform, this time he really paid more attention to the impact of overseas Douyin on media and public opinion.
After he finished chatting with Schroeder, he had another phone call with Laddie, once again clarifying the current positions of both parties, and his attitude was still quite calm.
Maintaining communication in this way, paying attention to and thinking about changes in the situation, Fang Zhuo's work on his hands was somewhat free, but his mind was not idle at all.
However, Su Wei, who had been working overtime recently to compete in e-commerce competitions, felt that there must be bad news when she came home on the night of the 23rd and saw Fang Zhuo frowning on the sofa.
Although Su Wei had not seen the public news, she knew that there were friends of Yi Ke in the United States. She first changed the tea cup on the table for hot tea, then sat down and asked: "Is there any new news in Washington?"
Fang Zhuo said "hmm" and said slowly: "BIS plans to revise the foreign-produced direct product rules FDP, which will restrict semiconductor design based on software and technology from there and chips manufactured based on CCL production equipment."
Su Wei understood this sentence and considered: "Is this BIS amending the law to extend its jurisdiction?"
Fang Zhuo did not praise Teacher Xiao Su's quick response, and said "hmm" again, and continued: "It will be announced tomorrow, but today, JSR Co., Ltd. and several photoresist companies that monopolize the market in Tokyo Yinghua have contacted Bing Ice Core, they have received notice from Washington that they will have to interrupt their cooperation with Ice Core."
Su Wei pursed her lips. Because the shelf life of photoresist is usually within 6 months, it is a weapon that is very suitable for exerting restrictions. Yike and Bingxin had previously promoted the implementation of relevant research and development in Luzhou, and soon Obviously, Washington also knew this and contacted relevant manufacturers in advance before BIS officially revised the FDP.
This means that ice core production capacity will encounter great challenges.
"In addition, JSR Co., Ltd. and Tokyo Onka also have to pay attention to the procurement and use of other customers." Fang Zhuo said another relevant situation.
Su Wei listened to the news and frowned: "Is there any other bad news? Let's finish it all at once."
Fang Zhuo leaned back, leaned on the sofa, shook his head and smiled: "Finally, there is good news. Bingxin's previous orders to JSR Co., Ltd. and Tokyo Yinghua have been shipped overnight, and we strive to complete them before the BIS restrictions are officially issued. .”
As photoresist manufacturers, JSR Co., Ltd. and Tokyo Onka are in business talks and are not willing to lose a big customer, so they can only do this as a convenience at such a juncture.
Su Wei did not smile and asked: "Did BIS's second round of measures come too fast?"
This is beyond previous understanding. It is generally believed that more measures will be implemented at least until the end of the year, and today is only the 23rd. If it is announced tomorrow, it will be exactly two weeks apart from the 10th.
The first round cut off Yike's U.S. market, while the second round extended jurisdiction and prioritized attacking the weaknesses in ice core operation.
"Who says it's not?" Fang Zhuo nodded, "It's really fast, but fortunately, it's only for Yike and Bingxin for the time being."
Yike and Bingxin have come to the fore, and their current goals have not changed, but they are just trying more measures.
"Washington and BIS are coming fiercely to extinguish your arrogance..." Su Wei stretched out her hand and pressed on the arm of the man in front of her, and asked, "What should I do?"
What to do?
This issue also appeared in the hearts and minds of many people after BIS announced the latest measures as scheduled on the 24th. The top leaders of Yike and Bingxin knew about the main weapon wielded in this round.
Bingxin was unable to purchase ASML's advanced models in July 2012, and more stringent restrictions were imposed in February 2015.
But it still uses the models and technologies available at hand to make breakthroughs, and does research and development of equipment and process technology in a different way.
However, the problem of photoresist is indeed serious, and its time limit is a headache.
On November 25, Fang Zhuo held a joint meeting between Yike and Bingxin. He talked about the latest situation. His face did not show any emotion, but he smiled and said: "From yesterday to today, many people asked me what to do. What are you doing?" You really asked me."
"I thought I was a god."
"BIS is coming this time, and the supply chains of Yike and Bingxin have begun to undergo real tests."
"but……"
"There is no other way to go before us. No choice is the best choice."
"I read the teacher's book, and what he said after the Long March is very applicable now - don't be intimidated by the enemy's ferocity, don't be frustrated by the difficulties that are still tolerable, and don't be frustrated by certain setbacks. And discouragement, given the necessary patience and perseverance, is entirely necessary.”
"I'm not intimidated, I'm not frustrated, I'm not discouraged."
"Everyone should do the same, and should give us the necessary patience and persistence."
"Washington and BIS still have a lot of cards in their hands. They can say, where is this?"
"But we can answer them with the same words, so where does that go?"
This chapter has been completed!