The Millennium Semiconductor Survival Guide.

Chapter 193 Another member of Xinxin Technology

"Pony, you should also feel that it is difficult to optimize the functions of enterprise instant messaging software after the current model.

It is difficult to bring real innovation to enterprises through function optimization. I think we need to do one more thing besides the office software we are talking about now.

It is the business intelligence I just mentioned. This is not a new concept in American. The concept of business intelligence has existed before. Business intelligence is simply data analysis.

What enterprise qq needs to do is more advanced data analysis. "

Zhou Xin originally wanted to take Kingsoft to the sea together. Kingsoft can be used as a built-in software for enterprise QQ and a built-in suite for corporate collaborative office.

However, after knowing that Lenovo was behind Kingsoft, they immediately gave up this idea, and simply let Tencent develop its own office software, and then built it into the enterprise QQ.

Zhou Xin's aversion to Lenovo was not due to the dispute between Liu and Ni in the early days of technology, industry and trade. It was not a big problem to choose trade first in that era.

As for Lenovo's loss of state-owned assets during the reorganization process, Zhou Xin didn't feel too much bad about it, because there were too many such things in that era, and the problems of the era cannot be attributed to individuals.

What Zhou Xin couldn't accept was that Lenovo relied on domestic brands with high prices and low allocations in China. In the early years, it was like no one in the state-owned system under the name of domestic brands. Later, it claimed to be an international company.

This kind of behavior of eating inside and outside is the most despicable.

Pony recorded these words in his notebook while listening. Every time he communicated with Zhou Xin, he would bring his notebook and pen with him, not wanting to miss any valuable information.

He asked: "I can understand data analysis, but how to make it more advanced, I still need to discuss it with the Tencent team.

I would like to ask if it refers to a more advanced algorithm? "

Zhou Xin said: "No, no, I mean collaboration.

We expect that in the second half of this year, the built-in office software functions of enterprise qq will be launched, which means that enterprises will use the built-in office software of enterprise qq for data statistics and compilation of tables.

For users, switching from Office to Tencent's office software will have resistance, and no matter how strong Tencent's development capabilities are, when the office software was first launched, the user experience must be quite different from Microsoft's office that has been polished for many years. gap.

Just the advantage of collaborative office is not enough to make users turn to Tencent's office software.

So we need to find a new breakthrough point, that is what I just said business intelligence.

For most companies, they will analyze how the product is selling, the sales situation in various regions, the user population, and so on.

Supermarkets will put chewing gum and family planning products at the exit of the supermarket checkout, because they find that placing them there will greatly increase sales.

Supermarkets put toothpaste and toothbrushes together because users will pick up these products to check out.

These are the experiences summed up by the supermarket in the past operation process, and it lacks the logic behind it.And business intelligence can find more associations from the data level.

The result of the user's checkout is data. From the bill, analyze the types of products that the user buys most together, and then put them together.This is the most basic application.

It is also the application of business intelligence to predict future sales from sales, and then determine the amount of stock to achieve the lowest loss of inventory.

Not only supermarkets can do these things, but clothing brands, restaurant chain brands, pharmacies, and white goods manufacturers can all use these things.

Companies in these consumer industries have been doing this kind of data analysis before, and enterprise QQ combined with office software can do this better.

Real-time synchronization of data, some algorithms and models are embedded in the system, and the daily data of the region is synchronized to the headquarters in real time.Users can customize the algorithm.When Enterprise QQ was in Huaguo, we positioned it as an enterprise instant messaging software.After arriving in Silicon Valley, it became an enterprise collaboration software. In the future, my vision for enterprise qq is similar to enterprise intelligent tools. "

In Tencent's office, Zhou Xin and Pony Ma discussed the future prospects of business intelligence and enterprise qq.

Pony didn't know that a report in Southern Weekly pushed him to the forefront, but even if he knew, he wouldn't respond.

After coming to Silicon Valley, Pony Ma found that there were too many things he could do. The process of promoting the enterprise QQ in Silicon Valley brought him into contact with many various American companies. He gained a new understanding and understanding of what the Internet and computers can do. idea.

The current Pony horse has no idea of ​​making games at all. He just wants to make the QQ product a good one, whether it is on the personal side or the business side.

"A Mail From Jack Ma"

An email notification appeared on Zhou Xin's Mphone placed on the coffee table. Zhou Xin picked up the phone and opened it, looked around and said with a smile, "It seems that someone wants to go with me."

Pony Ma was surprised: "Who has such a keen eye?"

Zhou Xin said: "Jake Ma from Alibaba, he is your family."

Then, after briefly telling Pony what Jack Ma wanted to do, Pony said: "This is indeed a good business model.

Especially at present, with strong supply capacity in China, if this model can work well, it will be much more valuable than Alibaba's current model. "

Zhou Xin asked: "Do you know Alibaba well?"

Pony Ma replied: "I know well-known Internet companies in China, not to mention Alibaba, they are very famous in China.

If Ali wants to go overseas, it is somewhat similar to Tencent. After finding a benchmark company to build a reputation, even if they do not help other retailers to build systems, other retailers may come to them for cooperation because of the low price of the source of goods.

They can also help domestic manufacturing companies find markets when they go overseas, which is of great benefit to the entire market economy.The second or third customer of enterprise qq in China is Pengcheng's foreign trade group.

They are also doing a similar model, but their model is very backward and passive, and I am very optimistic about what Jack Ma wants to do. "

Zhou Xin asked: "Does Tencent not want to do it?
You have an advantage over Ali. You are now helping many consumer companies in American to establish cooperative relationships. Enterprise QQ should have served more than [-] companies in American, and it is almost [-]. ?

You will have an advantage. "

Pony thought about it for a while, and then said: "The problem is that we have no advantages in China, and you just told me about the future vision of the enterprise qq, and Tencent does not have the energy to invest in this direction.

And I'm not interested in e-commerce. "

When Pony Ma said this, Zhou Xin thought of Tencent, which had been developing frequently in all fields after its development, and said, "Okay, think about business intelligence."

"Professor, did you call me here today because you thought it over?" Zhou Xin asked.

Hu Zhengming nodded emphatically: "Yes, I've made up my mind. I'm also in my 50s, and I don't have much time to struggle. After discussing with my wife and my two children, I finally Decided to go to Shenhai to help you.

Of course, this has always been my long-cherished wish. I still want to help Huaguo's integrated circuit industry to make a little contribution.

Although I have done some things before, these things are insignificant contributions. I just went to Huaguo to give lectures, do some academic exchanges, and recruited some foreign students from Huaguo.

Now that I've decided, I'm going to do more.

Academician Yan invited me back to Huaguo 16 years ago to help Huaguo develop integrated circuits. I still remember Academician Yan telling me that there is a huge gap between Huaguo and the international advanced level in various fields, and the gap is not so big in the field of semiconductors. It is an area of ​​hope to catch up.

In the era when exchanges relied on international letters, Academician Yan hoped that I could give some advice to Huaguo, and hoped that I could bring back some cutting-edge technical information and the latest research directions to Huaguo.

Looking back now, Huaguo has not only failed to get closer to the international advanced level in the field of integrated circuits, but has fallen behind by a large margin.

When regions such as Europe, America, Nihong, and Korea have begun to implement industrial division of labor, chip manufacturing has become more and more subdivided, and different companies are only responsible for a small area of ​​specific direction. Instead, Huaguo is engaged in a relatively backward centralized manufacturing model.

Huaguo's chip manufacturing industry relies heavily on imported equipment from abroad, and my weak contributions over the years have not played any role.

Instead, you let Ben Jian and Lao Guan return to China in just over a year. They have already produced a sub-advanced domestic lithography machine in China and designed an advanced mobile chip such as A1E.

The A1E is even the fifth chip in the A1 series.

So I still want to go back and have a look. "

Hu Zhengming said a lot of things, and Zhou Xin had no hope of persuading Hu Zhengming to go back.

Because he persuaded Hu Zhengming to return to China, Zhou Xin mentioned this idea to him since the end of 1999. It was already 2001, and Huaguo was about to join the WTO.

Generally, the longer the other party thinks about something, the greater the possibility of the other party's rejection.If it was a confession, would a promise after more than a year still be called a promise?
But for this kind of thing, Hu Zhengming agreed, and Zhou Xin was very excited. Hu Zhengming is an all-rounder and has a deep understanding of many fields in the semiconductor industry.

Zhou Xin stretched out his hand and shook Hu Zhengming vigorously: "Professor, your decision is definitely the right one.

Huaguo is now in an era of waiting to be rebuilt, especially in the field of science and technology.

Huaguo has a strong demand in the field of integrated circuits, a large number of science and engineering talents, and I can solve financial difficulties.Isn't it more interesting to go back to China to build Silicon Valley than to teach at Berkeley? "Zhou Xin finally teased.

Hu Zhengming said: "When you invited me, Lao Zhang of TSMC also invited me, and he invited me to serve as the chief technology officer of TSMC.

I have been vacillating between TSMC and Xinxin Technology before. You are richer than Lao Zhang, and your personal wealth may even be ten times the market value of TSMC. "

When TSMC was listed on Nasdaq, its market value was US$180 billion. However, with the bursting of the Nasdaq bubble and the 2000% drop in TSMC’s revenue in 24, the company’s market value was cut in half, from US$180 billion to US$90 billion. .

Let me add one more thing here. In 2000, Huaguo people could not acquire Wanwan Enterprise no matter what. This transaction was impossible to pass.

"However, in the field of semiconductors, Xinxin Technology is an out-and-out junior compared with TSMC. Xinxin Technology still has a long way to go to succeed. It is too long.

It is because of what you just said that recreating a Silicon Valley is more interesting than teaching at Berkeley.

Doing lithography and chip design is definitely more interesting than going to TSMC to do chip foundry.

What's more, there are also chip foundry companies in Shenhai. SMIC like Zhang Rujing's is not in Shenhai. They seem to be doing a good job.

However, the problem with SMIC is that they have recruited too many people from TSMC. Lao Zhang is not a generous person, and he will definitely regard SMIC as a thorn in his side.Will use various commercial methods to deal with SMIC. "

Zhou Xin thought, I also cut off two big names from TSMC, Lin Benjian and Hu Zhengming, Zhang Zhongmou won't hate me too, right?
On second thought, it doesn't matter, sooner or later you have to bear the grudge.

In the field of semiconductors, Huaguo has a natural competitive relationship with Wanwan, Neon, and Korea. As a representative of Wanwan's semiconductor industry, Xinxin Technology will have to confront Wanwan head-on sooner or later.

This is the inevitable result of industrial upgrading.

Even according to the relationship between the upstream and downstream of the integrated circuit supply chain, just like fighting a boss, they will go up level by level in the order of Wanwan, Korea and Neon, and finally American.

Zhou Xin said: "In fact, I have thought about getting involved in SMIC, because isn't Xinxin Technology a lithography machine? The technology we bought from Nikon, and the yield rate must not be as good as that of the fully mature Nikon. Lithography machine compared.

Even if we fight a price war, chip manufacturers will not choose lithography machines produced by Xinxin.

Because of the price war, the discounted money will most likely not be able to offset the increased cost caused by the low yield rate.Uncle Lin wants to promote the cooperation between Xinxin lithography machine and SMIC. We are all new players in the industry and want to give you free use. SMIC does not give Xinxin lithography machine a chance.

Even under the premise that I have greeted Zhang Rujing.

So I wonder if it is necessary to acquire SMIC to seize the key nodes of chip foundry, chip design and some chip foundry production equipment manufacturing. "

Hu Zhengming smiled: "It's normal for SMIC not to agree, its shareholding structure is very complicated, and Zhang Rujing may not be able to make the decision in this regard.

And considering that it is a new company, the most important thing for them is to go online as soon as possible and start to operate the equipment of the production line. Where can I have time to test the new lithography machine with you?
You might as well rely on your relationship with Lao Zhang to transport the lithography machine to TSMC and cooperate with TSMC.

When TSMC was first established, Lao Zhang relied on his personal friendship with Intel Chairman Andy Grove to invite him to Wanwan to certify TSMC. After correcting the problems raised by Grove, TSMC successfully obtained Received Intel certification, and then obtained Intel's order. "

(End of this chapter)