Yi Ke was determined to express his position, which caused Qualcomm to encounter the backlash of its own ambiguous public relations, and Jacobs was once again questioned about his insufficient leadership ability to cope with the current rapidly changing situation.
Sina Finance commented on the interaction between Qualcomm and Yike this time.
"Qualcomm also uses the black box approach it is good at in public relations. Many manufacturers that have obtained Qualcomm's patent licenses do not know whether the fees they pay are higher or lower than those of their peers."
“Qualcomm’s own standards are too flexible, which is also a point that it has been criticized for.”
"This time, let's put it in a way that we can better understand. Qualcomm wants to kill three people and create a prisoner's dilemma."
"By maintaining confrontation, everyone may get the greatest benefit."
"By accepting the settlement, I will definitely be able to reap short-term benefits."
"However, if we maintain confrontation and other allies accept reconciliation first, they will undoubtedly suffer the greatest losses."
"Qualcomm's hints and signals are common sense in the industry. Regardless of whether Vice President Mollenkopf or CEO Jacob, they said that the lawsuit is not a manifestation of the intensification of conflicts, but a creation for both parties."
An environment that changes one's perspective is the norm in patent litigation."
"However, Yike left no room. Mr. Fang opened Qualcomm's black box and directly promoted the transmission of information."
"When the lid is opened, light comes in, information becomes transparent, and the choice becomes easier."
"Yike responded extremely quickly, without any hesitation or hesitation, and did not allow suspicion to spread in the rough anti-monopoly alliance. To some extent, he was using his company's reputation as an endorsement and directly threw the peach back to Qualcomm.
, clearly declare that Mr. Fang will not eat peaches, he will eat meat!"
"Jacob approached Mr. Fang, but unlike in the past, his opponent this time has extremely rich experience and methods in business struggles."
"What Qualcomm wants to do and what Jacobs wants to do, Mr. Fang has a clear understanding of it."
Sina Finance made a small evaluation of the big boss’s operations and deleted some concerns about the prospect of patent litigation. Qualcomm’s fierceness proves that it has been hit hard this time, but judging from the current litigation, this is very likely
It's a lose-lose situation.
What if Yi Ke is really banned?
Su Wei had no such doubts when she read this Sina report. She had recently read the comprehensive evaluation of the Yike Legal Department in full. She was playing around the FRAND principle, and it would be difficult for Qualcomm's ban on sales to be supported.
, this is not to mention factors such as model changes and American golfers.
If Yike loses this lawsuit, it is most likely to be compensated and awarded a higher patent fee than the current model.
"When will the lawsuit between Yike and Qualcomm in California be resolved? How long will it take to get to the final outcome?" Su Wei asked about the situation when they were riding home from get off work in the evening.
"It won't be until February or March at the earliest." Fang Zhuo was sitting in the car using his tablet to read the documents sent from the United States. After reading the last part, he handed it to Weiwei and said, "
No matter who loses the case, he will file an appeal. After the result is reached, he will continue to appeal. According to Hawes, if the case really goes before the Supreme Court, there will be more factors taken into consideration, which will give him a better chance of winning, but no matter what, he has to
Heading for next year."
The process of patent litigation is often lengthy.
Fang Zhuo paused and said with a smile: "Fortunately, the time-consuming process itself is beneficial to us. If we fight for one year, Qualcomm will lose at least US$4 billion in patent licensing revenue in one year. If we fight for two years, this is
8 billion US dollars, this kind of pressure is huge, and the bulk of Qualcomm's profits come from this."
He added: "Moreover, our domestic antitrust investigation alone is also a big problem. I have communicated with Director Xu that Qualcomm's domestic authorization ratio will inevitably be reduced."
No matter what the final outcome of the lawsuit is, the process in the middle will definitely make Qualcomm miserable, and the secondary market will be reflected in the decline in market value and stock price.
One month is easy to say, two months is easy to say, one or two years, the market changes so fast, Yike's WLS has launched 4G baseband chips, Intel is also ready to make a move, this is the battle situation outside of litigation.
The key support point of this battle is that past patent litigation cases clearly support that the payment of licensing fees for standard essential patents can be suspended during the litigation period.
Su Wei flipped through the documents on the tablet and said with a half-smile: "This is the 'patent reverse hijacking' of your group. Qualcomm is riding a tiger and is in trouble."
"As for the game, the situation is always evolving. Qualcomm is under pressure, and so are we. Once the lawsuit fails, everyone's front may collapse." Fang Zhuo objectively described a possibility.
"This requires Mr. Fang's reputation. Everyone is looking at you and Yike." Su Wei complimented.
Fang Zhuo glanced at Weiwei and commented: "I always feel that you are being hypocritical when you say this."
Su Wei laughed twice, found the Sina Finance report on her tablet, handed it to Fang Zhuo, and said with a smile: "Do you know how I felt after reading this report?"
"This matter is not complicated at all, it just requires someone to maintain the fragile trust." Fang Zhuo quickly browsed the report.
Su Wei said with a smile: "I remembered a joke, saying that a person has never been racist, but is regarded as the biggest racist, because... he can avoid all racial discrimination and must be familiar with every offense.
The way, it roughly means something like this.”
She continued with a smile: "Why President Fang Da responded so quickly and correctly to Qualcomm's 'two peach kills three men' and 'prisoner's dilemma' is of course because he knows the rules well."
Fang Zhuo responded with a fake smile: "Okay, congratulations to Mr. Su for humiliating Fang today."
"This is a compliment, a compliment." Su Wei picked up her phone and captured a picture of Mr. Fang rolling his eyes, "I am a loyal fan of Yi Ke and Mr. Fang."
Fang Zhuo plans to see how loyal he is tonight.
However, as soon as he got home, he received a call from a close friend in the United States to talk about the current situation and the development of the company.
Since the ice core was restricted, it has received much less attention. Another reason is that this year, more important things have frequently taken away the attention of the United States. In the middle of the year, there was the Prism scandal that shocked the world, and in October there was another incident.
The fierce conflicts over the medical bill and the government shutdown due to the financial situation...the conflicts and games caused by many things have become more prioritized.
This phone call lasted a long time.
Su Wei took Fang Xiaoman to the study and crawled around. After hearing what was said, she asked in confusion when eating dinner: "The United States is so far away, can it still take care of Tokyo's affairs? Nikon refused to comply,
How else could it be done?”
Fang Zhuo shook his head: "I didn't know. I swore so much on the phone. It's just a backup anyway. If I can really help, I'll help. You can't just take money and do nothing."
Regarding the restriction of ice cores, he has received successive concerns and apologies over the past year. In fact, the industry itself is relatively sensitive, and the attention it received after being fired was also high. It cannot be settled, otherwise... pure
Camaraderie on the court always helps.
And just taking money and not doing anything is not good for some people's good reputation. Regardless of the development of Yike or the profitability of the MIGA department, this is a partner that can be cooperated with for a long time.
As for Nikon...
Fang Zhuo is not worried about how obvious his purpose is, but he is waiting to see the impact of the Tokyo Prefectural Inspection and the like. Whether and how to intervene depends on the aftereffects.
Anyway, Kong Yu is about to fly to Tokyo to cooperate a little bit.
Anyway, the company in Singapore has been established and the procedures are proper.
Generally speaking, this year's development is relatively stable. Sony has to give up the market even if it refuses to comply. Qualcomm's fierceness and inner weakness have already appeared. In terms of competition in Yike's main business, Apple has been criticized a lot, and Samsung has faintly overturned...
As for other competitors...
In the last month of 2013, when Duji also recovered from the gradually declining popularity of the patent litigation case, when Ma Dongmin once again received a call from Bumblebee demanding money, Duji suddenly felt a little unbearable.
Regarding Duji, I have two main feelings about the last quarter of this year. Yixin is so powerful! Taking a taxi is expensive!
Duji launched the "light application" strategy at the company conference in the middle of this year, hoping to use search traffic to connect large and small business partners. As a result... As soon as Yixin's "mini program" came out, business partners
They switched over one after another.
There is no doubt that Yixin's mini programs are more direct and convenient, and are more in line with users' usage habits.
Duji's "light application", which was already in its pioneering stage, was directly scrapped, with no sign of hope, declaring that one of the tentacles of the transformation to the mobile Internet was cut off.
If the difficulty of "light applications" was somewhat expected, then the fierce cost-burning of this taxi-hailing software surprised Du Ji.
Just in December, He Haiwen, who was originally responsible for Duji's strategic investment, quietly resigned, and it was the boss's wife Ma Dongmin who temporarily took over her position. This is not surprising, because He Haiwen had some overlapping functions after Ma Dongmin returned to the company.
, the previous sluggishness of Duji’s investment was more or less someone’s fault.
However, Ma Dongmin did not feel much happiness after receiving the war vote. Instead, he quickly felt pressure.
Not only did Bumblebee Bang Bang go shopping with Dada under the Yike Group in multiple cities, Duji’s multiple projects in the investment market were also blocked.
Forget about one or two. When many negotiations failed, Ma Dongmin couldn't help but call directly to ask why. The other person said the same thing, "How can you compete with Yi Kebao?"
Ma Dongmin deeply felt the pressure from Yike, and also truly realized that the company was lagging behind among the giants.
On December 22, when Mi Tuan also started subsidies, Ma Dongmin had to calm down and think about Duji's competition this year, and tried to postpone Duji's investment. She directly discussed the recent situation with Li Yanhong.
"Mobile search costs money, taxi-hailing software costs money, and group buying also costs money. The company has increased a lot of expenditures in Q3 and Q4, and there is no end in sight for these in a short period of time. Do you think it will be easy?"
Is Coe trying to drag us into a money-burning trap?”
Ma Dongmin considers the situation of Duji. There is also a gap between giants and giants. The reason why Yike is going global is because it is rooted in the global market. The growth rate of Duji’s advertising revenue this year will definitely decline. Companies such as Sogou are not only on the mobile side.
, and also started competition for traffic on the PC side, which has to be taken seriously.
And being prepared...that means spending money.
"Otherwise, what can we do?" Li Yanhong had no scruples at this moment and said bluntly, "If they don't stop, we can't stop. We have to distinguish between high and low. Whether we burn money unintentionally or intentionally, we will
Everyone should follow, and we cannot give up the market to others.”
He said slowly: "Either we win miserably, or we lose to the end, otherwise it will only be worse if we are slowly eroded."
Ma Dongmin frowned, and the highest limit was set at a "tragic win." The current situation of the past two quarters obviously does not make people optimistic, and the pace of transformation is still very slow.
Once the instructions are issued, the execution effect is always poor.
She couldn't help but sigh: "I really hope Qualcomm can dampen Yike's spirit."
"Qualcomm just wants Yike to sit down and talk quickly." Li Yanhong said objectively, "Qualcomm is very dependent on its core business, and Yike is going straight to this point."
When Ma Dongmin heard the word "ye", he sighed again unconsciously.
You didn't sigh like this before... Li Yanhong wanted to say it but didn't say it out loud. He was already under a lot of pressure, so he shouldn't add any more worries.
"Overall, although the taxi-hailing software industry is more expensive than we imagined, the scale of prospects and payment application scenarios are also larger, so the money is still invested in the right place." Li Yanhong encouraged, "As soon as Dada appeared,
Bumblebee, be quick, and Didi gradually started to work together to target it in a tacit understanding, and the situation is pretty good."
The previous melee in Shanghai did not result in a winner, so the three major taxi-hailing brands rushed to the national market. Although there were conflicts, the intensity has been reduced, and they also staggered each other's cities intentionally or unintentionally.
However, Dada attacked the base camps of the three families as soon as they came online. This certainly brought momentum, but it also really angered the three families, which turned into a siege situation.
Ma Dongmin nodded slightly, this was a gratifying situation.
Dada, or the company behind it, Yikewei, was so famous that everyone tacitly launched a siege without much discussion. Although they themselves were burning money, Dada would only burn more money.
"Yes, I still voted correctly for the bumblebee." Ma Dongmin smiled.
However, just two days later, a piece of news spread that made her a little bit unable to laugh.
It is rumored that Shanghai is formulating the country’s first trial method for online ride-hailing platform licenses, and may issue the first batch of platform operating licenses (trial) in the first month of the new year.
Bumblebee started its business in Shanghai. Founder Li Yongjin did not hear about this wave of news from the base camp in advance.
When he heard about it, he immediately called Ma Dongmin uneasily and said worriedly: "Yike won't do anything about this, right?"
Ma Dongmin was thinking about the news, Yike, and Shen Cheng, and felt an indelible shadow cast over his heart.
