Chapter 140: The root cause of Silicon Valley’s advocacy of PHC
Ye Hua didn't know what Qiao Wei was thinking. The latter paused for a moment and said: "...So the final problem leads to a point, that is, this teammate must be sold. The reason is that there is a general trend of fragmentation in the market. In the past,
It's easy to handle. In the PC era and even today's PHC, it only needs a few things, CPU, memory, so keep producing, keep investing, keep making the accuracy higher and higher, and keep doing the calculations faster and faster, then
It’s over.”
"But it will be different in the future. Now there is a diversified, segmented, and fragmented market structure. For example, smartphones and PCs are completely different. Then there are many sensors in the Internet of Things. In the future, industrial production
With the emergence of intelligent robots, drones, autonomous driving, AI, etc., you will find that more and more different segments have appeared in the entire market."
"The entire market has become fragmented and diversified, and each segmented market has its own very unique requirements. In the past, it is no longer feasible to concentrate funds and invest heavily just to pursue computing power."
"Because this will involve issues of return rate and investment risk. In a relatively small market, there is not such a large scale and there is not such a large demand. It used to be a super large-scale market, so you only need to invest in large quantities.
After a wave of shipments, tens of millions of units were easily shipped, and the money was made back."
"Now or in the future, in a small market, the demand may only be tens of thousands of pieces. What should we do? If manufacturers invest on a larger scale at this time, it will cause a problem. Can they make money back? If you are the boss
You will definitely hesitate, and this hesitation will cause great trouble. As I said before, no link can be missed. Your hesitation will cause panic in the entire semiconductor industry, which will hinder technological innovation. At this time, I
What Coastline Company has to do is to sell it decisively and leave the market as soon as possible to find a new home. It’s better to die as a fellow Taoist than to die as a poor Taoist.”
Qiao Wei was silent in the audience, but she nodded gently. Ye Hua looked at her pretty and eye-catching profile with admiration, and said with a smile: "So, this is what we see now, why Intel is the big brother in the PC era
Because it is highly concentrated and the demand is the same, everyone needs PC chips, so just throw money into it. If the production capacity is not enough, just expand the factory and increase production, and the money will be earned back. At that time, they will not think about it.
You can’t get back the money you invested because the market’s demand for chips is always in short supply.”
"Then the rise of the mobile Internet, the emergence of smart phones, and Qualcomm suddenly appeared. This was completely unexpected by Intel and everyone at the time. The biggest feature of mobile phones is that they require wireless communication capabilities, and Intel's main focus is on PCs.
The device doesn’t move, as do laptops and tablets, so I don’t think much about communication issues.”
"After the advent of smartphones, Qualcomm has been specializing in wireless communications since the 1980s. This aspect is Qualcomm's DNA. As a result, there are now two leading companies in the semiconductor industry, one is Intel and the other is Qualcomm.
And now there is Huawei, which is also preparing to enter the market and is also engaged in wireless communications. It also wants to be the big brother. Maybe it will become the top three leaders in the future."
Having said this, Ye Hua spread his hands and said with a lively expression: "This is a bad thing for good guys. There are three eldest brothers, and the younger ones below are confused. Who do you listen to? This makes it even more chaotic."
He took back his hands and said with a smile: "At this time, it is very uncomfortable for Intel boss to sit in this position. In the past, I dared to spend money and invest, but he jumped out and cheered, and the horses in the global semiconductor industry chain immediately followed Intel happily.
However, the PC market has shrunk year after year, while the mobile phone industry has been growing rapidly. One is declining and the other is growing, and the leadership position is naturally changing."
"This is why Intel has hesitated on the issue of 5-nanometer chips. It is afraid that after spending so much money, the market has been shrinking and the money spent may not be recouped in the future."
"So over the years, I think Intel must be in a lot of pain. It is looking for new chip development space everywhere, just to find a product that can increase chip production as much as PCs. I heard that Intel is very optimistic about Unmanned Aerial Vehicles.
"Unfortunately, the market size of drones cannot be as large as the demand for chips in PC equipment."
"So Intel's position as the boss is getting more and more uncomfortable. Qualcomm is about to ride on its face and dominate. It's even more difficult to accept if it's uncomfortable."
"And at this moment..."
At this time, Qiao Wei suddenly said: "At this time, we are like Intel's savior, because PHC is simply the perfect successor to PC and has the potential to revive the glory of the PC era. PHC is the most promising
Reaching the market scale of the PC era is equivalent to their new bread and butter and savior for Intel and the entire related supporting semiconductor industry."
"It is precisely for this reason that the head of Intel came to meet in person with a low profile throughout the whole process, because Intel and even the entire supporting semiconductor industry behind it have high hopes for him. This trip, for Swan,
For example, only success is allowed and failure is not allowed, so even if the customer requires supply within six months, he gritted his teeth and agreed. Right?"
After saying that, she looked at Ye Hua, who looked at her in surprise for a while, and then boasted without hesitation: "It's okay, classmate Weiwei, it's good, I can keep up with my thinking quickly and my ideas are so clear.
The speed of your progress and growth is acceptable."
Qiao Wei couldn't help pouting, with a proud smile, and said lazily: "That's natural. Following a legendary boss like you for a long time, this kind of vision and knowledge is of course not a problem. Famous teachers make great disciples.
Well."
"Actually, if you can think of another key point, then I can consider letting you directly manage a large department." Ye Hua said suddenly.
"There is another key point? What is it?" Qiao Wei asked curiously.
"personal-holographic-puter,phc."
"PhC?" Qiao Wei was thoughtful, and Ye Hua looked at her quietly, seeing that she had been thinking for a long time and finally landed on him with a questioning look, obviously having no idea.
Ye Hua then said: "Why did the term PHC suddenly become so popular in Silicon Valley? Why did the personal holographic computer suddenly become the hottest new concept in the global technology industry in such a short period of time?"
Qiao Wei replied without thinking: "Is there a deeper reason for this? Isn't it just that we made a stunning appearance at the World Expo, and then everything happened naturally?"
Ye Hua shook his head, "It's still to-young-to-simple... PHC became popular from Silicon Valley, and then quickly became popular all over the world. There must be a behind-the-scenes pusher, and my guess is that this pusher is Intel and
The entire semiconductor industry behind it. You must know that this is Chinese technology, and Americans should feel miserable. The fact we have seen is that there is a wave of people who are supporting it so enthusiastically, and this person only has Intel and related companies.
Those who have vested interests in the alliance.”
Qiao Wei understood the answer immediately, and immediately followed the trend: "The more enthusiastic PHC advocates, it is not only beneficial to us, but also beneficial to Intel. That is why Nasdaq technology stocks have plummeted recently and Intel's market value has been uncharacteristically
And it’s soaring!”
Ye Hua smiled and nodded lightly, but Qiao Wei added: "But, even if you know this, what's the point?"
Ye Hua immediately said: "It's of great significance. It means that I got an important piece of information. That is, Intel is both excited and urgently needs a blockbuster news to further heat up the capital market and make its stock market take off again. This information
It's very important. If I know it, it means I have a bargaining chip. In the subsequent negotiations, it means that I will be the active party. Intel is very anxious, but I am not anxious. Coastline is not a listed company. I still have the bargaining chip of AMD.
Unfortunately, I still have the support of domestic semiconductor manufacturers, so I can do it slowly because I have promising future prospects, which is the biggest bargaining chip."
"Then I am qualified to negotiate terms with him, and Intel has no room for bargaining. If Bob Swan returns to the United States in despair this time during his trip to the commercial capital, as soon as the news comes out, it will definitely depress market investors.
Because of our confidence, the stock price plunge is inevitable. So this is a major bargaining chip for me to have formal business negotiations with him next. If I have the bargaining chip, I can make conditions with him. In shopping mall games, you must not give in even an inch, but you must also make every profit.
If we fight, then the final battle will depend on who has more chips."
Qiao Wei suddenly felt discouraged when she heard that there were so many things in this that she had not considered at all. She was a little proud at first, but the reality told her that if she were really alone in a business environment, she would still be a loser.
A complete rookie, they are simply vulnerable to those real old foxes.
"It's not fair. Why can you see so well even though we are almost the same age? You can understand the truth through such little clues. Isn't it possible that your 20-year-old body contains a sixty-year-old monster?
?" Qiao Wei said angrily, feeling that her IQ was being crushed in all directions.
"Want to know? It seems that we haven't found out the basics yet. We can find out if we get to know each other deeply." Ye Hua suddenly changed his tone. Qiao Wei suddenly panicked when she heard the tone of his voice. She stood up and left without saying a word.
But it was still half a beat too late, and his wrist was held by him and then pulled away by a force of return.
"This is the company." Qiao Wei's face was flushed, and she glanced at the office door from time to time. In this situation, her heart pounded in panic, if someone rushed in...
"It's locked." Ye Hua said calmly.
"When did you?" Qiao Wei looked at him in surprise.
"When you were drinking water, you were concentrating on your thoughts." Ye Hua answered briefly, but seeing that she was still trying to struggle, he immediately held her waist to stabilize it.
Qiao Wei saw his calm and calm expression, and the psychological quality of the two parties was really incomparable. After a while, she had no choice but to give up the fight and could only choose to accept the reality.
Then he bent his knees and sat on it in lotus position.
The waist is slender and the palm is light, riding up and down is timid and delicate. The clever girl is soft and charming, and her heart is intoxicated with the green yin. The beauty is beyond words, the beauty is biased towards the eyebrows. In the cave, the whole body is square, and the butterflies are in love among the flowers.
wisp of spring.
As a result, gradually entering a better state, the soul left it, and the mind wandered in it, forgetting everything.
