The Spring Festival has passed, but the holiday has not yet ended, and the competition between Yike and Alibaba has been stirred up again due to the trends in the travel market.
Alibaba successfully went public and launched aggressive offensives in many businesses a few years ago. However, Yike seemed to be underprepared for this and maintained a considerable degree of restraint, especially for the e-commerce brand Yigou.
On the second day of the Lunar New Year, Alibaba’s B2C brand Tmall has ambitiously announced its goal on the social media platform, planning to become the number one B2C brand in China in the next two years.
There is no doubt that Tmall has clearly pointed its sword at Tesco and is bound to dominate the domestic e-commerce market.
As for the travel market outside of Alibaba’s advantageous business, everyone is actually a little weak due to the money-burning competition in the past year or so. Therefore, when the common shareholders of the three major brands proposed, both Uber and Kuaishou were a little interested.
I plan to take advantage of the situation and sell off Masayoshi Son to save face.
This does not mean that there must be a merger, but that subsidies on this scale should be suspended and turned into a more moderate competition.
If any of the three brands, Kuaidi, Dada, and Uber, is not strong enough, Sun Zhengyi’s proposal will not be considered, and they will inevitably continue to be kicked out. However, there is no easy way behind these three brands.
generation, so the "Chinese New Year" node has become a good opportunity.
Both Kuaidi and Uber received calls from Son Zhengyi himself. According to his words, Dada is already seriously considering the matter. As a result, the two companies also have the intention to relax.
However, I didn't expect that in less than two days, Dada officially rejected Son's proposal, and then more news leaked out.
Wei Zhe, the founder of Dada, held a meeting with some investors in Shanghai. On the one hand, he summarized and reported on the development of the domestic travel market, and on the other hand, he also expressed his plans for the company's development.
At present, Dada's first goal is still not to make profits, but to continue to expand the market scale, widen the gap with competitors, and continue to increase market share.
He made it more clear that Dada will continue to provide users with travel subsidies.
Masayoshi Son is in China, and the purpose of this trip is to work hard to promote a truce between the three major brands. Therefore, he personally attended the meeting convened by Wei Zhe.
According to participants who asked not to be named, a fierce dispute broke out at this meeting. Masayoshi Son expressed great dissatisfaction on behalf of SoftBank. However, Xiong Xiaoge and Wang Fengyi, who are also important investors, gave tit-for-tat support.
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What is even more talked about is that Son Zhengyi left the stage angrily, and his last words before leaving were "I want to see Mr. Fang." As for whether he saw Mr. Fang later, it is unknown.
From serious consideration to determination, there is almost no need to speculate. There must be the will from Yike, and Mr. Fang may even have had something to do with it.
But no matter what, capital does not want to ebb, and travel is still raging.
Dada has not temporarily increased travel subsidies, but as the statutory Spring Festival holiday is over, it is bound to continue to do so.
Such will from Dada and Yike made both Uber and Alibaba frown.
Uber was doing better, but it was hesitant because of the fierce competition in the Chinese market. Alibaba obtained more information and noticed the changes and goals of the Yike Department.
In the meeting held by Wei Zhe, he clearly mentioned that he would continue to integrate resources, further open up the cooperation between Miduan and Amap, and at the same time optimize the user experience of Yixin.
Taxi-hailing and maps have a natural fit. However, independent map software often has to consider more possibilities of its own. Since Amap was acquired by Yike, even its original small number of advertisements have disappeared, completely reducing it to
A functional department of the Yi Ke Department.
What are Yike’s requirements for AutoNavi?
Just make a good map.
As for profit...
Yi Ke: Gaode, just do your map well, I have someone else to choose for making profits.
Yike does not need AutoNavi’s petty profits at all, but uses it to provide better services to users and make Yike’s ecology more attractive. And Amap has lived up to this expectation, providing continuous and in-depth services to YiKe.
Companies such as Ke, Yiguo, Yixin, Mi Tuan, Dada and others provide technical services.
When Ali discussed the changes in the Yike Department, he highly praised Gaode's current role.
"I have to say that the 'simple beauty' of Yike Ecology is indeed good. It is no longer a style, but has gradually evolved into the logic of many of their businesses. Amap is very simple, and it provides the Yike department with
The functions are also very concise, which is really beautiful.”
"Dada seems to be constantly optimizing all aspects of its experience while burning money, which is worth noting."
"What needs more attention is that Lei Jun's rice dumplings are also listed by Wei Zhe as a cooperative resource exchange. Some people say that they have seen Lei Jun's appearance in Shanghai."
"We have to look at the essence through the phenomenon. Why did Dada reject Sun Zhengyi? This must not be what Wei Zhe meant. Otherwise, his performance when he received the call for the first time and Sun Zhengyi's optimism would definitely not have appeared. Then, Yi Ke thought
What to do?"
"Whether it's a taxi ride or a group purchase market, Yike doesn't want anything else. It just wants to ensure that it's an 'easy to pay' market."
As the person in charge of Alipay, Peng Lei expressed his views at the executive meeting, and this matter was directed at Alipay.
She continued: "Chunjiang Plumbing Duck Prophet, the current travel market is that duck. Mi Tuan is constantly expanding its business lines. What Lei Jun is doing is O2O e-commerce, and its impact on electronic payment is even higher than that of Dada."
, we cannot underestimate the competitive landscape of payments this year.”
Peng Lei is very keen.
Ma Chen agreed with this keenness.
But he also expressed a certain degree of optimism, pointing out the situation faced by Yike: "There is news from abroad that a corner of the Yike system may collapse. The ice core in Luzhou is likely to be in trouble this time. This will
It’s the beginning of a chain reaction.”
All the executives attending the meeting paid attention.
"Is there any new and definite news?" Lu Zhaoxi asked directly.
Ma Chen pointed to his brain and then to his phone: "Watch the news."
Lu Zhaoxi: "..."
Cai Chongxin on the other side smiled and said: "Actually, we can make some guesses based on Mr. Fang's movements. Although he returned to China for the launch of the Mars mobile phone, he has not made any plans to go abroad to participate in activities until now. It may be that domestic affairs are more important.
It’s important, but many of Yi Ke’s past international activities and his habit were to go abroad.”
For example, Yike has participated in the Mobile World Congress held in Barcelona in the past few years, and Fang Zhuo sometimes attended in person, but it has been confirmed that Yike will not be attending this year's exhibition.
At the same time, for example, Yu Hong, the co-founder of Yike, who is often in charge of affairs in the United States, her job position has not changed, but she has returned to China.
In addition, there are some scattered news about domestic suppliers, which are said to have received inspections and orders from Yike.
Various actions like this, although there is no definite news from Washington, seem to indicate that a storm is about to hit.
"Yike's goal this year should not be to compete with us. Its focus should most likely be on the adjustment of its own business. Otherwise, the competition in the mobile phone market will also be very strong." Ma 伝 pointed out possible problems with Yike's strategy.
The atmosphere of this Alibaba internal meeting became less serious as everyone discussed it.
At the end of this meeting, Ma Chen, Cai Chongxin and others all received the latest news from the United States, which was also related to Yike, but it was good news for it.
The U.S. Supreme Court announced the final ruling on the Qualcomm monopoly case, finding that Qualcomm violated the FRAND licensing principle of standard essential patents, violated the U.S. Federal Trade Commission Act and the U.S. Sherman Antitrust Act, and determined that Qualcomm had violated the FRAND licensing principle of standard essential patents.
The behavior in the field of selling chips and patent licensing constitutes a monopoly.
Although there were already trends in the trial two years ago, the final verdict from the Supreme Court still caused Qualcomm's stock price to plummet, and its market value fell again by US$80 billion, which was a record low after it acquired Avago.
Chen Fuyang, the head of Qualcomm, quickly responded and expressed regret for the final result. The plan will be actively communicated and implemented with customers such as Apple, Yike, Hon Hai, etc., and the plan will be reached to reach a agreement that is more conducive to the development of the industry.
Patent licensing framework.
This almost means Qualcomm has completely admitted defeat.
Correspondingly, companies such as Apple, Yike, and Intel all welcomed the results, and labor unions such as the Mobile Application Industry Association and the Computer and Communications Industry Association cheered.
"China Securities News" quickly commented on this matter.
“Qualcomm’s strength in the chip field is ended!”
"Qualcomm has always relied on its first-mover advantage in the communications field for many years to use its patent cluster forcefully and arbitrarily, seizing huge unfair benefits."
"Qualcomm's approach is to only produce chips. If the chips only sell for $10, and the chips are used in mobile phones, and the phone eventually sells for $600, then 5% of the entire phone needs to be paid as a patent fee, even if the phone also includes
Screen, camera, memory, GPS and other functions.”
"A real joke widely circulated in the industry is that a certain operator executive met the global CEO of Qualcomm on an occasion and gave him advice: I think the way you collect patent fees is very unreasonable. In the future, cars will need to have
The communication module realizes the Internet of Vehicles. If your Qualcomm chip is also used in BMW cars, do I have to pay you 5% of the entire BMW sales price as a patent fee? "
"The then Qualcomm global CEO Jacob thought for a moment, nodded, and gave his answer, 'Theoretically, this is the case.'"
"Today, Qualcomm no longer has such a strong dominant position."
"Qualcomm's original business was composed of chips and patent licensing, and the latter provided the majority of the company's profits. Now, although it acquired Avago, the patent licensing profit model has been subverted, which will inevitably give rise to
Its future development brings great challenges."
“The cases of YiKe Inc. and Apple Inc. v. Qualcomm Inc. will inevitably become a benchmark in the global patent market and have enlightening significance!
In addition to media outlets such as China Securities Journal pointing out the significance of this matter, the party involved, Yike Company, also gave a somewhat unexpected formal response regarding the application of the law.
"We are very pleased to see that the principle of patent exhaustion is becoming clearer and more consistent around the world. Due to the differences and complexities of different market development stages around the world, the patent exhaustion system has always been controversial."
“The U.S. market previously avoided issues such as ‘international exhaustion’ and ‘absolute exhaustion’ in the exhaustion of patent rights in Article 28 of the TRIPS Agreement.”
"Our lawsuit against Qualcomm has successfully promoted the application of these two basic principles of patent rights in the U.S. market, and will surely better promote industry development and product innovation."
"We will soon have new negotiations with Qualcomm on patent licensing issues and are willing to have healthy interactions with all partners inside and outside the industry on patent issues."
Many media have praised Yike's response and its efforts over the past year.
The New York Times used the title "YiKe Inc., Apple Inc. v. Qualcomm Inc." to explain the entire process of Qualcomm's establishment of monopoly hegemony and the end of its hegemony.
It believes that the "Qualcomm case" went through the federal district court's recognition of "absolute exhaustion" but denial of "international exhaustion", to the Circuit Court of Appeals' simultaneous denial of "absolute exhaustion" and "international exhaustion", and then to the Supreme Court's simultaneous recognition
The roundabout process of "absolute exhaustion" and "international exhaustion" has greatly encouraged confidence in the U.S. market both inside and outside the industry.
Such a comprehensive voice including the media, labor unions, industry representatives, and the three parties involved almost all accepted the end of Qualcomm's monopoly hegemony. However, former Qualcomm CEO Jacobs was heartbroken about this.
"Fuyang Chen ruined Qualcomm!"
“Yike ruined Qualcomm!”
"Fang Zhuo directed a power grab and conspiracy against Qualcomm, and Qualcomm's efforts over the past twenty years were all in vain!"
"Intel is an accomplice, China Antitrust is an accomplice, Chen Fuyang is an accomplice, and those shareholder institutions are an accomplice! Together, you destroyed Qualcomm!"
As the current CEO of Qualcomm, Chen Fuyang can accept the final verdict, media criticism, and internal dissatisfaction, but he cannot accept the accusations from Jacobs.
He gave a strong response immediately.
"If Qualcomm had not acquired Avago, wouldn't the situation we are facing now be worse?"
"Jacob is slandering Qualcomm's efforts to tackle the new situation and discrediting me and others."
"According to his logic, since Yike is the murderer, who made the original decision about the cooperation between Qualcomm and Yike?"
"It's you, Mr. Jacob, it's you!"
"If according to your logic, Qualcomm was destroyed, then it was you who destroyed Qualcomm!"
"However, the old Qualcomm was destroyed, and the new Qualcomm will definitely grow with the efforts of the management and all employees!"
"I am confident, and so are all Qualcomm employees!"
