Reborn in 2011, 985 missing from two copies

Chapter 498: Complete victory, Kunpeng chip goes overseas!
"Chairman, the sky is falling!"

Alipay's top executive Liu Quanxin's face was livid: "The seven giants all support Changchat payment and block Alipay. We are in big trouble. The sky is falling!"

Jack Ma snorted coldly: "Our Alibaba has a monopoly in the e-commerce field, and they have been eyeing it covetously for a long time. Now they just found a breakthrough and rushed in all at once!"

"Too."

"But what I'm most worried about is that Tencent has teamed up with Xingyi Technology!"

The subordinate also had a complicated look on his face: "Yeah, who would have thought that they would get together. QQ Online Shopping is also going to block Alipay and connect to Changchat Payment. And Xingyi Flagship Store and Mayu Flagship Store are fully logged into QQ Online Shopping! This situation is not easy to deal with."

Jack Ma was overwhelmed.

Originally it was Alibaba VS Xingyi Technology.

Now it has become Alibaba VS Xingyi Technology + JD.com + Meituan + Gome + Suning + Amazon Xiaguo + QQ Online Shopping!

Originally, in a one-on-one competition, Alibaba had a great chance of winning thanks to Taobao's monopoly in the e-commerce field.

Even if the number of Alipay users drops to 30 million, it can quickly return to over 100 million.

But now, things have changed.

It became 1V7!

The other party started a group fight directly!

The problem is that I don’t have any help!

Not only is there no help, even the users don’t help Alibaba. Instead, they say Alibaba deserves it!

We must continue to boycott Alipay and Taobao.

Especially since the other side had seven major e-commerce giants coming out at once to snatch Taobao users.

The result is predictable, many Taobao users were shaken.

I originally wanted to boycott Alipay and Taobao, but I had no other e-commerce options before.

Now, there are seven giants and eight or nine e-commerce platforms for you to choose from.

If you want self-operation, you can do it yourself; if you want vertical operation, you can do it vertically; if you want comprehensive operation, you can do it comprehensively; if you want electrical appliance specialty store, you can do it electrical appliance specialty store...

It can be said that everything that Alibaba has, the seven major platforms also have.

Then Taobao and Tmall are no longer the only ones and are no longer indispensable.

Many users abandoned Taobao and turned to the seven major e-commerce platforms, causing the number of Taobao users to plummet rapidly.

In just a few days, Taobao’s daily active users dropped by 50 million!
Looking at the statistical report, Jack Ma's eyes were red with anger:

"The scale of Taobao users has always been growing, but now it is not only not growing, but has decreased by 50 million!"

Liu Quanxin was also helpless: "Not only are there fewer users, but revenue is also dropping significantly, and Taobao's traffic is plummeting!"

“How much is the drop?”

“Revenue dropped by 30% and traffic dropped by 37%!”

"..." Jack Ma's mouth twitched: "So miserable?"

I never expected that this incident would lead to such serious consequences.

I thought that by banning Changchat Payment, Taobao and Alipay would be able to return to their peak.

However, unexpectedly, the peak did not exist, but instead returned to an even lower low!

If this continues, I’m afraid we’ll go back to three years ago!

"Have you analyzed the cause?"

"After analysis, there are three main reasons."

"First, the seven major competitors have been working hard to grab our users and market share. JD.com and QQ Online Shopping have been the most aggressive."

Jack Ma nodded, and the seven companies all started marketing to grab users. Each company grabbed a few million, which added up to more than tens of millions.

"Second, user resistance. For example, when we banned Changliao, many users gave up Taobao and chose to support Changliao's e-commerce platform."

Jack Ma nodded again.

The former is that the seven major competitors actively snatched Taobao users, and the latter is that users actively boycotted Alibaba and voluntarily abandoned the Taobao platform.

“Third, after being banned by Changliao, we lost our traffic entrance, resulting in a 30% drop in revenue!”

Jack Ma took a deep breath and said, "The first two points can only be solved slowly, but the third point can be advanced quickly. We need to get a new traffic entrance as soon as possible. How is the negotiation on the acquisition of NetEase Weibo going?"

"After a few days of discussion, the other party expressed their willingness to sell NetEase Weibo, but they wanted 100 billion yuan and 100% of the shares."

"What? NetEase Weibo also wants 100 billion?"

Jack Ma laughed: "Give him face?"

Alibaba gave Sina Weibo a highest valuation of 250 billion, but NetEase Weibo would have a hard time reaching 100 billion, let alone 80 billion.

Although the four major microblogging platforms are all Weibo, there are huge differences between them.

Relying on Tencent's resources, Tencent Weibo can barely compete with Sina Weibo, although it is still at a disadvantage.

But NetEase Weibo doesn’t even have the ability to compete, the two sides are simply not in the same league.

Sina Weibo was launched in August 2009, and NetEase Weibo was launched in January 8.

In terms of time, NetEase Weibo started not too late, only a few months later than Sina, but its subsequent development was far behind.

There is no other reason. Sina launched Sina Blog as early as 2005 and has accumulated a large number of celebrity resources, all of which have moved to Sina Weibo.

It can be said that the very beginning of Sina Weibo is the result of five years of accumulation.

But NetEase Weibo started from scratch.

In addition, NetEase’s core business is games, and it has not invested much in Weibo.

Sina's other businesses were performing poorly, and Weibo was the only business that could turn things around, so it simply put all of its high-quality resources into Weibo.

The annual marketing and promotion expenses are in the tens of millions!

With more than five years of leading experience and higher investment, Sina Weibo has completely defeated NetEase Weibo.

As for Sohu Weibo, it is even less worth mentioning. To put it bluntly, it is dispensable.

Jack Ma laughed in silence: "How dare NetEase Weibo ask for 100 billion for such a small number of users? That's crazy! If it was billion for a % acquisition, I would still consider it!"

That’s right, in Jack Ma’s view, NetEase Weibo’s valuation is only 20% of Sina Weibo.

Vice President Mo Yi also nodded: "I don't recommend the acquisition of NetEase Weibo either. After all, NetEase Weibo has a problem with its brain, and its content is too clear, mainly criticizing current affairs. It's too easy to be hammered!"

Jack Ma nodded and said, "President Mo is right. Sina Weibo is mainly for entertainment. It has traffic, popularity and users. It may not have much nutrition, but it generally won't cause any big problems."

"NetEase Weibo mainly criticizes current events, which is on the verge of suicide. It has few users and low traffic."

As he spoke, Jack Ma looked at President Mo and asked, "How is the discussion on investing in Sina Weibo going?"

Mo Yi smiled and said, "When he heard that we were only going to buy shares but not control the company, Director Cao was like a different person. He welcomed us with open arms and the talks went very smoothly."

"It was finally agreed that 38 billion RMB would be used to purchase preferred shares and common shares issued by Sina Weibo, accounting for approximately 18% of the total shares of Weibo after full dilution."

Jack Ma frowned: "38 billion, 18%, valuation 211 billion, the price is not good."

If it controls Sina Weibo, the valuation of 211 billion would be very beautiful.

But if you are just investing but not controlling the company, then the price would be high.

Mo Yi was a little embarrassed: "Sina seems to be taking advantage of the situation. We can't lower the price any further."

Jack Ma took a deep breath and said, "It's fine if you don't lower the price. I want another option! Allow Alibaba to increase our diluted shareholding ratio in Sina Weibo to 30% in the future according to the pre-agreed pricing method!"

Mo Yi's eyes lit up: "Once I get 30% of the shares, even if I don't control Sina Weibo, I will be the largest shareholder and have enough say! This way, I can advance or retreat."

Jack Ma nodded and said, "The traffic entrance is very important. We need to negotiate and move forward as soon as possible. Taobao's traffic has dropped quite a bit recently, and its revenue has also dropped to a point where it is unbearable to look at."

"Okay, I'll book the ticket right away!" Mo Yi said decisively.

Jack Ma nodded with satisfaction. He liked Mo Yi's decisive style. He then looked at Liu Quanxin and asked, "How many Alipay users are there? 70 million, right?"

After banning Changchat Payment, even if users of other platforms boycott Alipay, Taobao and Tmall platforms can only use Alipay.

Based on this point, even if some users are lost, the company can still return to the level of 70 to 80 million.

But Liu Quanxin shook his head: "No, only 5500 million."

"???"

Jack Ma was confused: "How could this be? Didn't it grow to 5000 million a week ago?"

Liu Quanxin nodded: "Yes, the user scale reached 5500 million last week, and it should be at least million this week. But now it is only million, and the growth rate has slowed down."

"How could this happen?" Jack Ma's expression changed drastically: "Something went wrong."

"I have asked someone to investigate and the results will be out soon," said Liu Quanxin.

A few days ago, he thought that the number of Alipay users had stopped growing due to the boycott.

But later we found that this was not the case, so we decisively arranged for people to start an investigation.

"Don't wait, let's go over there and see what's going on."

Jack Ma said this and quickly rushed to the Alipay department with several executives.

"Chairman, President, you are here." The person in charge, Cui Meng, stood up quickly.

"The number of Alipay users has stopped increasing. What's going on? Have you found out?" Liu Quanxin asked in a deep voice.

"We have found some and are currently collecting statistics. If I am not mistaken, it is because of Changchat Payment! Many Taobao merchants and users use Changchat Payment, which has caused Alipay to stop growing."

“???” Jack Ma was confused.

Liu Quanxin was also confused: "How can it be possible to use Changchat payment? Didn't we disconnect the Changchat interface and completely block Changchat payment?"

"Yeah, what's going on?"

Jack Ma also had a look of astonishment on his face.

They have all been banned, but Changchat Pay is still usable. Is this a joke?
Cui Meng explained: "It's like this, Changchat payment has launched a new feature called payment code. After the customer places an order, if they don't want to use Alipay, they can scan the merchant's payment code and use Changchat payment. After Taobao merchants receive the payment, they will ship the goods directly."

Jack Ma: “!!!”

Liu Quanxin: “…”

For a moment, the two of them stared at each other, with a thousand alpacas roaring through their hearts.

Jack Ma was so angry that he yelled, "Fuck, Wang Yi is such a shady guy. He even figured out the payment code!"

"Damn it, we can't even block Changchat Payment!"

"Wang Yi has no moral principles!"

Liu Quanxin, the person in charge of Alipay, was even more angry: "It's too shameless. If everyone uses the payment code, then wouldn't it be a waste of time if we banned Changchat Payment?"

"What's even worse is that Xingyi Mall and Mayu Mall have banned Alipay, which is a real ban. But we banned Changchat Payment. They have come up with a payment code, and we can't block it. Isn't that the end?"

Jack Ma nodded and said, "No wonder the number of Alipay users has not increased. It turns out that they all use payment codes. It's really abominable."

"Chairman, we will suffer a lot if this continues. We must ban the payment code!" Liu Quanxin said righteously.

As the head of Alipay, Liu Quanxin was the first to be fired when Alipay users could not access the platform!
Naturally, he was the most anxious. Jamak nodded and said, "Issue a statement immediately to prohibit merchants from transacting with users through payment codes!"

"Yes!" Liu Quanxin quickly arranged.

Soon, Taobao merchants received a notification:

[There are security issues with the Changchat payment code, and the platform prohibits its use. Violators will be punished according to the regulations or even expelled. ]

Many businesses were outraged by this:
"This is too much. They don't allow people to use Changchat payment, and now they don't allow people to use payment codes either. What can I do?"

"That's right. There aren't many Alipay users. Most users use Changchat Payment. If the payment code is blocked, won't that force Changchat Payment users to go to other platforms?"

"Ali has gone crazy. His path is getting narrower and narrower. There is no hope for him."

"I have stores on other platforms, and sales have increased, but the sales of my Taobao store have dropped."

"Users all want to use payment codes and chat payment. How can we respond?"

"It's okay, just use it secretly. There are so many merchants, I don't believe Alibaba will block them all."

"That's right, the law doesn't punish everyone, so just keep using it."

"Yes, that's it. Keep using it. I have to say that Changchat's payment code is really convenient."

……

Whether it is a large business or a small business, everyone knows that customers are God.

When customers ask for payment through Chat, all major merchants will provide payment codes and allow customers to pay through Chat.

So much so that Ali's ban has become a joke.

The user base of Alipay did not surge as expected.

However, the user scale of Changliao Payment has increased rapidly and soon exceeded 3.3 million!
Jack Ma was furious: "These businesses refuse to obey the rules. Close them down!"

Liu Quanxin quickly advised: "Chairman, no, there are too many merchants using payment codes, we can't block them all."

“This…” Jack Ma was speechless for a moment.

If it is an individual business, it doesn’t matter, just block it.

But now so many businesses are doing this. If they are all blocked, Taobao will collapse.

D.

But Jack Ma is not an easy man to deal with: "Humph! Then we will treat words like 'Chat Payment' and 'Payment Code' as sensitive words and ban them completely. We will restrict the flow of these words and treat them as sensitive words when communicating with buyers."

Liu Quanxin was delighted: "This is a good idea. In the future, when Taobao buyers and sellers communicate, they will mention chat and payment code, which will make it difficult for them to communicate and greatly weaken the payment code."

Jack Ma continued: "In addition, whenever a buyer triggers a sensitive word, an immediate reminder will be given. For example, unofficial payment channels carry the risk of being scammed and cannot guarantee transaction security. Then some related news and posts will be published."

"Great! In this way, Changliao payment code will be completely useless on Taobao platform, and Changliao will be useless too."

"Go ahead." Jack Ma waved his hand.

"Yes."

Alibaba engineers worked overtime overnight and quickly got everything done.

Two days later, when the buyer asked for payment via chat and asked for the merchant's payment code, it became a request for **** and the merchant's ***.

All sensitive words.

In addition, a risk warning will be triggered.

As a result, many netizens backed off.

Either start using Alipay or switch to other e-commerce platforms.

There is no doubt that the former is more common, as Taobao still has a great influence these days.

The number of Alipay users has started to grow again, but it is still slow, far less than the growth rate of Changchat Payment.

It can be said that in this mobile payment war, Changliao Payment has won a complete victory.

The e-commerce war has just begun and is in full swing.

But Wang Yi was too lazy to pay attention to this.

This year, let other e-commerce platforms compete with Alibaba and consume Alibaba.

Douyin e-commerce is just a preparation, constantly adding self-operated categories, and will only be upgraded to a comprehensive e-commerce next year to make great strides.

Wang Yi's attention was on the mobile phone!

Since January, domestic smartphones have experienced a huge boom.

There are new phones coming out almost every month.

In January, Meizu MX2 was released, equipped with a Samsung quad-core and an external Xingyi Technology's Wing Dragon 3000 baseband. With a starting price of 1999, it was truly full network compatible and caused a wave of hot sales.

In February, Xiaomi Mi 2 was released, equipped with NVIDIA Tegra 3 quad-core processor and Xingyi Technology's Pterosaur 3000 baseband. The starting price was 1799, which also caused a wave of popularity.

The most crucial thing is the new Kunpeng 702 machine in March.

At the end of February, HTC received the first batch of Kunpeng 2 SOCs, 702 million units, and quickly began production deployment of new mobile phones.

On March 3, HTC released its new flagship HTC One.

At the press conference, HTC Chairman Wang Hong was full of energy:
"The previous generation HTC One X was equipped with the world's first quad-core mobile chip, Nvidia Tegra 3, and was relatively successful, although it later had some problems."

The crowd roared with laughter.

Everyone remembers the HTC one x controversy, which was the second best seller in the first half of the year, only after the xphone 1 pro.

The second half of the year was ruined and it became the first failure.

It's nothing. It's summer and the weather is hot. Although both of them are equipped with NVIDIA Tegra 3, the xphone 1 pro is still cool and powerful, but the HTC one x gets hot and slows down, completely failing and becoming a joke.

Coupled with the emergence of xphone 2, the release of iPhone 5, and the launch of a number of new flagships based on Snapdragon 600, HTC one x was completely eliminated.

"However, our new HTC One this year will be completely different and there will be no possibility of failure!"

"The reason is simple. Our HTC One is equipped with the most powerful quad-core processor, 64-bit processor, Kunpeng 702 SOC!"

There was applause at the scene and everyone was very excited.

"Yes, it is the Kunpeng 702 SOC from Xingyi Technology, the world's only 64-bit flagship processor, with performance far superior to Qualcomm Snapdragon 600 and Snapdragon 800!"

Applause rang out again, and Wang Hong felt relieved.

If the bet is right, the Kunpeng 702 chip alone will help HTC One sell a lot more units!

"In addition to the most powerful processor, HTC One is also equipped with a 4.7-inch 1080p display with a PPI of 468, and is also equipped with Xingyi Technology's x-charge 10-watt fast charging..."

"Wang Hong is really honest. She uses our chips as a selling point!"

Watching the live broadcast of the press conference, Wang Yi said with a smile: "But the HTC One is really good, it can be said to have flagship configuration, and it is not much worse than the Xphone 2."

Zhu Changlin agrees: "The phone is good and the price is right. The 16G version starts at 5499, the same price as the Xphone 2. It will be launched next month. I wonder if it will have an impact on our Xphone 2."

Wang Yi waved his hand: "It's not a big problem. HTC One's main sales market is still overseas. As for China, it can't compete with Xphone 2, and there are not many units sold."

"That's good." Zhu Changlin breathed a sigh of relief.

Last year, most smartphones were mediocre and competition was not fierce. Xphone 1 Pro and Xphone 2 stood out.

But this year, competition in the smartphone market has intensified, with new models from major brands emerging one after another.

"Besides, we will also release a new phone, Xphone 2 Pro, next month. When our competitors just catch up with Xphone 2, Xphone 2 Pro will be here!" Wang Yi said with a smile: "With strong technical reserves, Xingyi Technology will always be one generation ahead."

For example, the 28-nanometer Kunpeng 901 and Kunpeng 902 have been successfully developed and have reached the final verification stage.

If there are no further problems, we can proceed with tape-out and trial production.

However, Kunpeng 702 is already invincible at the moment, and there will be a terrifying 64-bit bonus later. Wang Yi is not in a hurry to launch 902, so the progress has slowed down.

We plan to wait for Mr. Hu to make a breakthrough in the 28-nanometer process and then directly start mass production in our own wafer fab.

Another example is fast charging.

Last year, when competitors were all using 5-watt slow charging, Xingyi Technology launched the x-charge 1.0 10-watt fast charging.

Now all major brands are purchasing it, and HTC’s new flagship is taking it as its core selling point.

But Xingyi Technology has already developed x-charge 2.0, 18W fast charging!
Compared with last year, the charging speed has increased by 80% again.

But Wang Yi is not in a hurry to release the 18W fast charging.

There is no other reason. The 10-watt fast charging chip is still very profitable and has not yet become popular, so there is no need to get involved in 18-watt charging in advance.

Once Xingyi Technology uses 18 watts, the 10-watt fast charging chip C1, power management chip P1, 10-watt Xingyi power bank, charging cables, etc. will become difficult to sell.

It is better to wait until the second half of the year for the Xphone 3 to have 18W fast charging.

By then, the 10-watt C1 fast charging chip, P1 power management chip, and Xingyi mobile power bank will be almost sold out.

What’s more, Qualcomm hasn’t even produced a 10-watt product yet, so Xingyi Technology’s 18-watt product is nothing to worry about.

Precise knife skills.

Sure enough, just as Wang Yi expected, HTC One went on the market on April 4st.

The first release was in countries and regions such as Xiaguo, the United States, and the European Union.

But Xiaguo only distributes a small amount of its products, and most of them are sold overseas.

Wang Hong is a smart man. Since he cannot compete with Xphone 2 in China, he might as well take the opportunity to enter the overseas market.

As for competitors suing or stopping sales?

We have to file a lawsuit first and take it step by step.

It will be next year before the result comes out, the lawsuit is lost, and the product is banned from sale.

At that time, HTC One had almost sold out.

Now Wang Hong has changed her strategy. She is no longer like Xingyi Technology and Apple, where every generation of products is a classic and every model can be sold for two to three years.

On the contrary, HTC adopted the strategy of launching a large number of mobile phones, releasing several models a year and selling them crazily.

Once we lose the lawsuit and are banned from sales, we will stop production and continue to launch new flagships!

As long as I have enough new machines and refurbish them fast enough, my competitors won’t be able to sue me!

But the disadvantages are also obvious. There are many models of mobile phones, and the sales volume of each model is low.

Apple and Xingyi Technology only release 1-2 new models a year, but all of them sell well, which is completely different.

However, HTC One became a hot topic as soon as it was released, and Xingyi Technology and Kunpeng 702 also became hot topics, and they were global hot topics.

Then HTC one will definitely be a hot seller overseas.

Wang Yi was pleased to hear this.

HTC one is selling well, so the market for Kunpeng 702 SOC has been opened up.

It would be great if other international brands also purchase Kunpeng 702!

At present, it is still difficult for Xingyi mobile phone to go global, but if the chips are exported and we can make some money first, then there will be no problem at all!

(End of this chapter)