Chapter 410 The history of scientific and technological development may be divided into two parts!
From God's perspective, Bolang's operation can be said to be Sima Zhao's heart and everyone knows it.
After all, from God's perspective, you will know how much impact Prism will have on the world in the next few years.
After all, the upper echelons in various regions around the world were just suspicious, or... maintained a tacit understanding and would not expose each other.
When an incident is made public, it is inevitable to condemn and respond in a meaningful way.
This will bring many opportunities.
This is also true. Prism was suddenly exposed in June 2013. During the delay and intermittent exposure, the incident continued to escalate, and eventually turned into the most "appalling" scandal in the world.
Many relatively powerful economies in overseas regions have implemented relevant measures.
In China, from around 2013 to 2017, the voice of domestic substitution reached a rare peak.
In the information technology industry, countless so-called domestic products from domestic manufacturers have entered all walks of life, ushering in the most lucrative development opportunities.
More specifically, there are some relatively core products, including subdivided products in three major categories: communications, data storage, and information security.
What’s interesting is that among these three major categories, the first two have Juchang’s flagship products.
Moisturizing places have made breakthroughs in many industries where domestic brands had no chance, such as the financial industry.
The financial industry requires very high stability, so the core layer rarely uses domestic brand products.
For example, core layer communication switches and routers generally use products from Cisco, Broadcom and other Aramco companies.
For core layer data storage, Aramco products such as EMC and NetApp are generally used.
For core layer information security, Juniper and other Aramco products are generally used.
There is another interesting little thing here. Broadcom’s Chinese name is Brocade, and Juniper’s Chinese name is Juniper.
During the period from 2013 to 2017, major financial industries such as the banking and securities industries were forced to use domestic products instead.
Among them, 360 has entered the centralized purchasing list in terms of information security. A small number of industry branches with large-scale independent computer room operation capabilities, such as a provincial branch of China Construction Bank, purchased 360 related enterprise-level products.
In terms of data storage, Juchang has been included in the centralized purchasing lists of many banks. Of course, there are many domestic OEM players in this industry, and Juchang naturally has competing products. Basically, only Hongshan is the only one with similar independent research and development capabilities to Juchang.
The initial investment in this industry is large, but the return in the later period is not bad. A storage solution can start at a few million, and can go up to hundreds of millions or more with no cap. After all, any complete computer room networking solution lacks a lot of high-speed data storage.
It is rumored that in terms of data storage, Juchang has squeezed into the core layer networking procurement list of the financial industry.
Communication switches and routers Juchang naturally squeezed into the core layer networking procurement list.
But the good days of moisturizing only last for a few years.
After the impact of Prism gradually decreased, there was no longer much mention of domestic substitution, and domestic brands failed to grasp it, the securities industry in the financial industry took the lead in 'closing off' the way for domestic brands to enter the core layer network.
It is said that no domestic brand has been completely left in the financial industry, only a relatively small number of single products have been converted from trials to regular products, and a large number of products are still mainly overseas brands.
There is no way, I can't stand it up.
The wave has receded, and all the horses are swimming naked.
During the five years of total development, no company's products in the three major categories listed in the example, including Juchang, truly formed a competitive advantage over the American company's products in the example.
Even if it is the communication business field that Juchang is most proud of.
Even, to exaggerate, for example, the price of the company's products has not been reduced due to administrative suppression in recent years and the emergence of competing domestic brands.
This is very different from the perception that is closer to the mass industry.
Under normal circumstances, foreign products use dumping business strategies in the early stage to suppress domestic brands, deprive them of their development capabilities, and then gain pricing power. If this strategy fails and domestic brands suddenly emerge, the pricing power will gradually become market-oriented.
However, in several of the areas listed above, even administrative favoritism still failed to achieve this situation.
The maximum price difference between domestic and non-domestic products is calculated as 10 times.
For example, if a domestic product is priced at RMB 200,000, a non-domestic product will be priced at RMB 2 million. Even so, the financial industry still does not choose domestic products.
Because the stability is not good.
The stable operation capability is not up to standard. The minimum requirement for core layer data storage products is the stability of 5 9s, that is, the total allowed downtime per year cannot exceed 5 minutes and 15 seconds.
As for why America's products have such great advantages, it involves experience, first-mover advantage, massive accumulation, etc.
Five years is too short a time.
In such a short period of time, no domestic company has the ability to match the experience accumulated by the West’s early-mover advantages in large-scale solutions.
On the other hand... I have to mention that domestic brands in any region have certain "bad roots": insufficient R&D motivation under administrative protection.
The three major categories in the examples are far away from the public. There is also an example that is closest to the public - China Cool Alliance in the mobile phone industry.
In the past few years, which were enriched by the centralized purchasing of operators, China Cool Union did not have to worry about sales at all, and the centralized purchasing of millions and tens of millions of units was very satisfying.
Each of the four major brands has an annual sales volume of 10 to 20 million smartphones, and this does not include feature phones!
After the centralized procurement of operators was cut off, only one company really emerged: Hua.
The other companies have all been reduced to ‘other’ in the sales summary statistics list.
On the contrary, MOV, which only developed vigorously after the rise of the smartphone era, has taken turns fluctuating in the top five.
I have to say that in the first half of 2013, the Chinese Cool Federation is having a very difficult time.
Zhonglian disappeared from the domestic market, was forced to go overseas to clear inventory, and the handling of internal problems was even more lengthy to the point of despair.
Coolpad is making its final struggle, and rumors known to Bolang are that it is seeking to sell the brand.
As for Juchang, Yu Dadong, who is at the helm, actually vaguely wants to thank Bolang. Because of Bolang, the internal pressure he faced has basically disappeared, and now he knows that there is only one way to go.
ZTE jumped on the Bolang bandwagon, and C1 and V1, two mobile phone models that have in-depth cooperation with Bolang terminals, have entered the operator's contract purchase list, which is very different from customized phones.
But other aspects are also in the throes of transformation.
…………
Back to business.
From God's perspective, Bolang is so active, at least in order to eliminate the "domestic" favoritism as soon as possible, shoulder the burden of developing domestic alternatives, and at the same time vigorously expand the scale of the enterprise.
But when the incident was happening, Bolang was so active, but this was not the case in the eyes of netizens.
"Bolang is making me laugh to death. The Stars forum is just a discussion forum for the Star System under Bolang Terminal, a subsidiary of Bolang Group. Using this grandson's vest to speak out is really disgusting to Ami."
"I'm really convinced by Bolang. I feel uncomfortable if I don't quarrel with America for a day, hahahaha."
"I didn't even know this happened unless my voice was posted on the Stars forum. I'm still paying attention to this year's college entrance examination essay."
"America is really not a human being. She actually monitors the whole country... But, I'm wondering, could she be monitoring the whole world?"
"That's terrible! 95% of computers in the world use Microsoft Windows, and so does the mobile phone industry... Hey, blind student, I discovered Huadian. Now the Xinghai series of products should be the best in the world in terms of security. Anyway, I also
I don’t use computers very much, hahahaha. Although my information is of no use, it’s nice not to have to worry about it being collected!”
"Suddenly I feel that fortunately we finally have our own system, and the core of the Star System has been donated to military science and other units a long time ago. The laboratory trial operation has been made public before. It is estimated that even less core military systems have been replaced now.
After all, Xingchen has a supporting development environment, which is highly commercial and more convenient."
"So... Bolang's statement this time is still a bit subtle. Let's wait and see in the follow-up. Since the press conference, matters surrounding Bolang have continued. It is estimated that there will be a relatively final conclusion."
"..."
Overseas, especially on the American Internet, netizens are talking about another more direct situation.
"@Apple
I can no longer believe all your past promises on information security and personal privacy!!! I will switch to Xinghai products!! This is the safest electronic product in the world!"
"It's hard to imagine that our call records, emails, communications, videos, audios, and photos will all be directly collected and used, and there are so many companies involved!"
"I'm sure that the reason why YouTube has been reluctant to launch the Stars version is because it is afraid of being
Apps are finding their security and privacy intrusive, and Twitter launched so quickly because it has nothing to fear."
"Appalling! We live in a place without any privacy protection. We... need an explanation, an apology, and compensation!!!"
"I will no longer use Internet products provided by any domestic company, starting from today!!!"
"..."
Compared with domestic users, American netizens are obviously more difficult to calm down.
Because the information currently exposed shows that their every move is monitored, and there is no privacy at all.
Their terror cannot be described in words.
Their traditional skills are the most free, no one knows what will happen next!
Because of Bolang's operation, the domestic Internet gradually paid more attention to Prism and talked about it more.
Coupled with Bolang's promotion on the global network, the incident is developing faster and faster.
…………
…………
In a main conference room in Bolang, Wen Liang initiated an important meeting with senior executives.
The layout of this conference room is very particular. It is not the kind with a conference table, but a two-person sofa-style layout that is common in high-end meetings.
The participating members were: Wang Wanyu, Yang Yun, Xin Dai, Tang Pu, Chen Jiaxin, Li Ze, Zhong Zhengye, Zhou Hongming, Lin Hong, Li Bowen, Li Xia and other 15 people.
They are all important personnel responsible for various businesses.
It was almost the first time for several of them to be in the same conference room with Wen Liang.
There is no doubt that this shows that Wen Liang attaches great importance to this meeting.
Wen Liang glanced at the venue and saw that everyone was here, and he said straight to the point: "Prism is the biggest opportunity we have encountered since the establishment of Bolang, bar none!"
"It will allow Bolang's independent research and development capabilities to receive unprecedented supporting support!"
"There is no doubt that if we respond correctly, it is very possible to complete the replacement of the civil science and technology center between the East and the West!"
"We will definitely get the best period of domestic development, and all walks of life will be vigorously opened to domestic brands. This will give us immeasurable opportunities for trial and error, and it will also be the key to whether we can take the opportunity to lead the development direction of civilian science and technology!"
The summary-style opening remarks made senior executives, including Li Ze, a little puzzled.
Li Ze also took the lead in raising his common confusion with everyone: "The scope of influence of Prism does not seem to be large. If it were not for our guidance, there would be no discussion on the domestic Internet. How could it be the biggest opportunity? I think this kind of thing is common in all regions.
There is a certain tacit understanding, for example, subsidiaries such as Bolang Xiaocheng have relevant units stationed there.”
Wen Liang said bluntly: "First of all, it must be a global project, and secondly, tacit understanding does not mean that it can continue to be maintained after being exposed."
"Even if it is just superficial, given the expectations of the domestic people, the atmosphere of public opinion, and the humanistic environment, it will definitely last for a period of time. I think this time will be about five years."
Having said this, Wen Liang looked at everyone again: "In short, there is no doubt about the opportunity. What you should talk about is how to make use of it!"
Li Ze nodded clearly: "I understand. Many rules can only exist under the surface. Now someone has uncovered the tacit understanding on the surface..."
Everyone knows the rest, but Li Ze didn't pause and directly expressed his opinion: "So for Bolang, this opportunity is not on the consumer terminal product, but on the enterprise side!"
Zhong Zhengye took over the conversation: "Yes, the development of the Xinghai series of consumer terminal products does not require a big opportunity. It still has the opportunity to win the global market share and rank first in profit share."
Someone else said: "However, the consumer business can also take this opportunity to vigorously expand, such as the planned end products: personal computers, game platform products, smart wearable devices, etc., and it can also further expand its international market share."
The conference room quickly became lively.
From time to time someone expressed their attitude.
"We should also distinguish the parts that can be oriented to the enterprise side from the currently summarized consumer terminal products."
"Yes, such as the Star Cloud system, as well as enterprise desktop systems and server systems that can be developed from the Star kernel!"
"We should also pay attention to the classification of civilian technology support systems."
"Yes, in this area there are communication systems, storage systems, information security systems, etc. covered by cloud services."
"I personally feel that these aspects are a little far away from the company, because our current main development investment is in the semiconductor industry chain. I think those facing the enterprise need to pay attention to industrial software and other aspects."
Li Ze once again expressed his position: "I think our thinking should not be limited to independent development by the company. There are domestic manufacturers developing in every segment. We can develop through cooperation, strategic investment, mergers and acquisitions, etc.
No company has the ability to develop everything on its own, and capital means is the inevitable way."
Zhong Zhengye answered: "Then there will be more to talk about..."
There is nothing wrong with Li Ze's point of view.
In the extremely huge and long industrial chain of the semiconductor industry, America has many super hills that cannot be bypassed.
For example, there are several big players in CAD (computer-aided design) or the new term PLM (product life cycle management): Dassault, CATIA, Autodesk, Siemens, and Synopsys and Cadence, which are indispensable for EDA in industrial software.
Most of them are in America, and most of them are in Silicon Valley, because there is nothing wrong with silicon.
These giant companies have now developed to such a high level that they seem to be unavoidable. At first glance, they all appear to be extremely powerful. However, if you look at the development history of these companies, you will find a common feature: mergers and acquisitions.
Almost every giant company has experienced dozens or hundreds of mergers and acquisitions.
Employees from countless companies contributed know-how (professional knowledge), and finally it became an unavoidable mountain.
so……
Wen Liang once mentioned to Su Jian that his expectation for Bolang in the first stage is to defeat Silicon Valley.
Because, in the eyes of a gentle man who has experienced a period of life, and after understanding the common characteristics of international giants due to countless factors in later generations, his point of view is that Silicon Valley is not as strong as it seems.
Combining technologies contributed by countless people in countless companies to form competitiveness is not that complicated, and Bolang can do it too.
The plan he made for the first phase of Bolang is: export.
From the current point of view, this kind of planning has good foundation.
This is specifically reflected in the Xinghai series of products.
The technology required for each component in the massive supply chain companies has been put to good use, ultimately forming a product like Xinghai 1 that was astonishing once it was launched.
So far, Bolang has only held controlling shares and established a small number of component manufacturers.
What is more important is to provide strategic financial support and in-depth strategic cooperation like that with China Star Optoelectronics, leaving it to these companies to grow on their own.
Giant companies, including China Star Optoelectronics, are under the pressure and motivation of Bolang Terminal's demand.
For example, Huaxing Optoelectronics has issued a military order. Even if it tries at intervals of 5 percentage points before August, it will produce a screen panel that meets the requirements of Bolang terminals.
Other supply chain companies with secondary importance are under greater pressure and motivation.
Originally in a half-dead state, Bolang helped them stand up and enter the excellent supply chain system led by Bolang Terminal. They were unwilling to give up their hard-won benefits.
Since entering 2013, more than 70% of these supply chain companies have initiated mergers and acquisitions!
As time goes by, there will always be companies that emerge and become international giants in a certain segment, becoming an unavoidable obstacle for consumer electronics.
Bolang, which is responsible for the export, has done quite well, and its Xinghai series products have gained unimaginable popularity among consumers.
Therefore, in the downstream consumer electronics-smartphone sub-field, Bolang is doing well.
Although I dare not say that it is much better than Apple's iPhone series, except for the iPhone series, the profit share of other players including Samsung has gradually disappeared from Bolang.
And...the success of this plan was created by Li Ze.
At this time last year, Mr. Ze visited all the capable supply chain manufacturers in the country and negotiated with each one to reach the results.
Therefore, Mr. Ze has a strong say in this matter.
Mr. Ze did not waste the experience he gained from this experience. He used the same method in the upstream and midstream semiconductor industry that Bolang was developing.
However, because the threshold for the upstream and midstream semiconductor industry is very high, Bolang currently focuses on strategic cooperation and strategic investment in the public market, and has no plans to overlap in development in the future.
For example, Qixing Electronics, Northern Microelectronics, Tuojing Technology, which are doing well in semiconductor branch materials, and BGI Jiutian, which is almost the only EDA software manufacturer in China, all have strategic investments from Bolang.
Among them, Bolang has a team that is helping to accelerate the merger and reorganization process between Seven Star Electronics and Northern Microelectronics. Bolang hopes that this restructuring and merger case can be concluded as soon as possible.
Without Bolang's intervention, according to the plans of the two companies, the restructuring work that started at the end of last year would have taken about four years!
Of course, Bolang also has a very large-scale strategic cooperation with Shanghai Microelectronics, an equipment manufacturing company that mainly assembles photolithography machines.
Finally, due to the current domestic environment, Bolang had to invest up to 70 billion in the first batch of funds to cooperate with universities to research upstream semiconductor materials and equipment.
Anyway, Bolang has been accelerating the formation of one or more giant companies in various subdivisions of the huge semiconductor industry.
Of course, because of Bolang's own rare investment, Bolang will inevitably become one or more of the giant companies.
In summary, there are many detailed directions for discussion.
Including how to replicate the vertical application ecosystem in the mobile phone field as much as possible in the personal computer field, etc.
As the God of Wealth, Wang Wanyu barely said a word during this meeting. She only used a pen to write and draw from time to time. She slowly started to frown and finally frowned.
She doesn't hate this opportunity coming her way.
She doesn't dislike gentleness either.
She just a little bit disliked Wen Liang's "do it quickly and never change" style.
Bolang is really... developing too fast.
Like a wild horse running wild.
There is no problem with working quickly, but the problem is where the money comes from.
No matter how Wen Liang can find funds, at this scale, really, if he misses even a little bit, it will be an astronomical figure.
Don't say that the company is short of money and the boss can solve it.
That's a small company.
Not a large enterprise like Bolang.
As a CFO, if something happens to you, you will only go to the boss, so what can a CFO do?
Anyway, after doing the math, Wang Wanyu discovered that her ability to withstand stress is really great now, and her financial operation ability is also as good as she had never imagined.
Because no matter how big the funding gap is or how difficult it is to solve, Bolang's development has never slowed down.
It's really awesome.
Finally, after everyone's concerted discussion, a draft of a large-scale development plan was formed. Wang Wanyu finally said a few words: "According to the draft plan, by the end of this year, an additional budget of one thousand... let's call it two hundred billion."
.”
The actual rough calculation is more than 160 billion.
This is additional budget.
Not included in the existing development plan is a budget of more than 250 billion yuan.
The existing development plan is quite large. It is necessary to develop various end products, continue to invest funds to complete the construction of the ten major factories, start up the experimental factory of Star Semiconductor, and even the factory that cooperates with Huahong Huali Micro.
Station equipment.
We also need to develop the automobile industry.
Either way, the investment starts from tens of billions.
Wen Liang pondered for a moment and asked: "Mr. Wang, how big is the gap in the original budget without external funds?"
Wang Wanyu answered without thinking: "Based on the analysis of the company's revenue situation and considering the financing situation of Bolang Xiaocheng, there is basically no gap in the original budget."
The current one or two months are the low point of Bolang's revenue, but the Xinghai series of products can still contribute approximately 10 billion in revenue every month.
The revenue contributed by the application Internet ecosystem is also in the range of 3 to 4 billion, excluding overseas revenue.
Considering the ongoing supply chain cooperation with ZTE, Xiaogaoliang, and the chip vest company, the related revenue in this area is expected to be in the billions per month.
When Xinghai's next-generation mobile phone products are released, revenue in the fourth quarter will increase rapidly, starting at at least 150 billion.
Taking into account the financing scale, existing cash flow, etc., there is certainly no gap in the 250 billion budget.
Mr. Wang has figured it all out.
Wen Liang glanced at Wang Wanyu and felt a little funny in his heart, so he could only say: "I will get rid of all the extra 200 billion budget as soon as possible."
Then, Wen Liang stood up and looked at everyone: "Anyway, everyone, please remember that the opportunity we are facing may allow historians to divide the development of civilian science and technology in the world into two parts!!"
