Reborn in 2011, 985 missing from two copies

Chapter 669 TSMC’s Dream, Alipay Crisis
Fearing that Zhang would continue to get angry, the head of TSMC's marketing department had no choice but to say:
"Chairman, Snapdragon 805 was a complete failure. Qualcomm has learned from its mistakes and is making a last-ditch effort. Snapdragon 810 has upgraded to a 64-bit architecture and our 20-nanometer advanced process. It will definitely be a success! Sales will definitely be very optimistic."

Lao Zhang took a deep breath, and his expression became better.
"Snapdragon 810 is indeed a big improvement, and sales can also be increased a lot. It is indeed very advantageous. But it is still not enough!"

The head of the marketing department immediately said, "Don't worry, Chairman. I will go to AMD right away and make sure to get AMD's GPU order."

Lao Zhang waved his hand and said, "We have to get the GPU order from AMD, but that's not the most important thing. The most important thing is the huge Kunpeng 916 order from Xingyi Technology in the second half of next year!"

"Next year, although we lost the big order of Apple A9, we have the order of Qualcomm Snapdragon 810, and we will sign the super big order of Kunpeng 916 from Xingyi Technology, then we will be stable! Although we have reached a cooperation intention before, we still haven't signed a formal contract, which is not safe."

"Chairman, I will book a ticket and fly to the capital to go to Xingyi Semiconductor to officially sign the Kunpeng 916 chip order!"

"You should have done this earlier!" Lao Zhang said angrily.

The head of the marketing department was somewhat helpless: "Chairman, it's unfair. It's not that I didn't take the initiative. I just went to Xingyi Technology last month, but I don't know why, the big chip order that should have been a done deal has not been signed yet!"

Lao Zhang frowned: "This is indeed abnormal."

Logically speaking, Xingyi Technology's new Kunpeng 916 SOC will be released in September next year. Basically, the first tape-out will be at the end of this year, and risk trial production will be carried out in April or May.

After the trial production, Xingyi Technology conducted tests. If there were no problems with the tests, TSMC would have to prepare raw materials and debug the production line in June.

In July, TSMC completed the 16nm process and was ready for production. It began mass production of the Kunpeng 916 chip, with the first batch to be delivered at the end of July.

The Xingyi mobile phone super factory started assembling the entire device in early August.

Xphone 5 will be distributed worldwide at the end of August and will be officially released in late September!

Although the trial production will take place after the New Year, the first tape-out will be carried out by the end of this year.

In this way, the OEM intention will be agreed in advance in the second half of this year.

It is impossible to wait until the end of the year when the chip is about to be taped out to start discussing it. It will be too late.

For example, when Apple started mass production of the A8 chip in June this year, it also reached an agreement with Samsung on a large chip foundry order for next year's A9.

But for Xingyi Technology, it’s already July and there is still no news about Kunpeng 916 SOC.

Even though TSMC mentioned it several times, Xingyi Technology said it was not in a hurry and said that the Kunpeng 916 chip was still under development...

Such an attitude is unusual, very unusual!

"Could it be that Xingyi Technology is going to outsource the Kunpeng 916 chip order to Samsung?"

Lao Zhang's expression changed slightly, and then he shook his head: "This is impossible. The relationship between the two parties is destined to be impossible to cooperate."

“That’s strange. Samsung is impossible, and Intel is even less likely. Could it be that next year’s Kunpeng 916 will continue to use Xingyi Semiconductor’s own 28nm production capacity?” The vice president couldn’t help but say.

老张摆了摆手：“这更加不可能。明年苹果A9、三星猎户座7420都是14纳米工艺。高通骁龙810、联发科X10也是20纳米工艺，星逸科技的鲲鹏916再用28纳米，根本不现实，太落后了。”

The vice president nodded and said, "Yes, that means Xingyi Semiconductor has no other choice but to use TSMC's 16nm process! It seems that their refusal is not because of a problem, but because their Kunpeng 916 is indeed not well developed."

Lao Zhang agreed very much: "It seems so. Xingyi Semiconductor's new flagship Kunpeng 910 SOC was almost developed in March this year, and then it started the development of Kunpeng 916. It will not be until around March next year that Kunpeng 916 can be taped out. No wonder Xingyi Technology is not in a hurry to place an order."

"Haha, that makes sense. If we were in their place, we wouldn't place an order for a chip that we haven't successfully developed."

"Yes, don't worry about it then."

"Xingyi Technology's Kunpeng 916 is developed slowly, which is just right. Our 16-nanometer process will also be mass-produced late, in July of the second half of next year. In this way, it is exactly the same time as Xingyi Technology's Kunpeng 916."

"It's true. We are late, and they are late too."

"Our 16-nanometer process is specifically designed for Xingyi Technology's Kunpeng 916. What a coincidence, haha."

老张也松了口气：“明年上半年有20纳米的高通骁龙810，联发科X10。下半年有星逸科技16纳米的鲲鹏916超级大单。也算是充实了，再拿下AMD的显卡也就稳了。”

"Yes, with the support of Kunpeng 916 from Xingyi Technology, it doesn't matter if we lose Apple's A9 chip order."

"Okay, I'll try my best to get AMD's GPU order!"

"We also need to maintain good relations with Xingyi Technology. They are our major 16nm customers. Even if they take away our small customers, we cannot offend them."

"Chairman, rest assured, I know what is important and what is not."

However, the reality did not match expectations. Although TSMC showed full sincerity this time, AMD did not directly agree.

On the contrary, AMD listened to what Xingyi Technology said and said it would wait and see for the time being.

After all, these are orders for next year, so there is no need to rush.

This makes TSMC very sad.

Ali is also feeling melancholy.

In this 618 event, Douyin Mall emerged as a dark horse and became the 618 champion, overshadowing JD.com and Tmall.

The most important thing is that even after the big promotion is over, Douyin Mall is still booming!
This made Jack Ma very angry:
"You said before that Douyin Mall became popular thanks to the 618 promotion. It is a typical promotion player! The transaction volume only surged during the promotion, and it was cold after the promotion. But what about now?"

“It’s been a month since the 618 shopping festival ended, but the transaction volume and order volume of Douyin Mall have not only not cooled down, but have skyrocketed, getting higher every week. If this continues, it’s only a matter of time before it surpasses Tmall in all aspects!”

“Is this what you call a big-promotion player?”

The president of Tmall's business unit was terrified and had to evade responsibility, saying, "Chairman, our Tmall's transaction volume is also increasing, and the increase is even higher than that of Douyin Mall!"

“The increase is higher than that of Douyin Mall? You guys are really good at flattering yourself.”

Jack Ma was furious: "Why don't you say that our growth rate and growth rate are lower than that of Douyin Mall? You are just playing word games!"

All the senior executives bowed their heads collectively.

At present, Tmall’s growth rate is far lower than that of Douyin Mall, but because of its large scale, the growth amount is still slightly higher.

But if this continues, it is only a matter of time before Tmall is surpassed.

There is no way, the growth rate of Douyin Mall is too fast!

Whether it is the number of users, the number of orders, or the transaction amount, they are all surging and increasing every week!

The reason is that the service is good and the logistics is fast.

There is also TikTok traffic and Changchat payment support.

In these aspects, it crushes Taobao.

The simplest thing is that many people can go a week without opening Taobao, but it is difficult to go a week without checking Douyin.

As long as you watch Douyin, you will see the small yellow car, there will be soft advertising, and there will be consumption...

“Tmall Business Department must pay attention. If the Double Eleven is also surpassed by Douyin Mall, the management will definitely be purged, and no one will escape!”

Jack Ma shouted sternly, and everyone fell silent.

If this momentum continues, there is a high probability that Douyin Mall will surpass Tmall Mall on Double Eleven.

Jack Ma snorted coldly and changed the subject: "How is the smart medical care going?"

"Chairman, smart healthcare is progressing smoothly and is expected to be completed by the end of the month. However, due to payment issues, it will take another month of testing. It is expected to be officially launched in September."

"Not bad." Jack Ma was quite satisfied with such efficiency.

After all, it is a copy of the Xingyi smart medical platform. Alibaba was able to copy it in two months. It was very easy.

"Xingyi Smart Healthcare was launched in May and has secured a large number of customers in advance. We can't wait until September to start developing customers, because that would be too late."

Jack Ma said: "Now we have to contact major hospitals, discuss cooperation, sign contracts, and officially launch it in September!"

"Yes."

Afterwards, the entire Alibaba Smart Healthcare team was mobilized. Since the Alibaba Smart Healthcare Platform was still in the process of being copied and was only a semi-finished product, the marketing department could only bring PPT materials for presentation.

Even the specific functions are demonstrated by analogy using the Xingyi Smart Medical Platform.

A perfect shell!
All major hospitals are speechless about this.

However, the price of Ali Smart Healthcare is only 70% of that of Xingyi Smart Healthcare. With such a big discount, tertiary hospitals don’t like it, but many secondary hospitals are tempted.

Even planning to sign a contract.

In particular, Alibaba has repeatedly assured that Alibaba Smart Healthcare will be officially launched in September, and there is a 30% discount if you sign a contract now.

In addition, the functions and architecture are all copied from Xingyi Smart Healthcare, and major hospitals have no doubts about it.

After all, with Alibaba's strength, it is hard to say whether it can develop it, but it should be no problem to copy one.

Many hospitals have been tempted and have signed contracts or are planning to sign contracts.

In this regard, the Alibaba Smart Healthcare team was in a good mood, and Jack Ma was also somewhat relieved.

After the complete failure of e-commerce during the 618 shopping festival, the field of smart healthcare has finally shown signs of improvement and is expected to stage a comeback.

Especially for the smart medical platform, it is not just about the profits and competition of smart medical care, the most important thing is the payment dispute behind it!

For hospitals that use Xingyi Smart Healthcare, all payments and refunds made by doctors, patients, and their families must be made through Changliao Payment.

For hospitals that use Alibaba Smart Healthcare, all payments and refunds made by doctors, patients, and their families must be made using Alipay!
This is the most important thing.

In particular, the number of Alipay users is far less than that of Changchat Pay.

With the launch of Xingyi Smart Healthcare, more than two hundred hospitals have begun to deploy and adopt it, the number of Changchat payment users has greatly increased, and the gap has further widened.

This is something that Jack Ma and everyone at Alibaba do not want to see, and it is also the core reason why Alibaba's smart medical platform has to be deployed and developed rapidly.

Fortunately, after nearly two months of copying and preparation, Alibaba Smart Healthcare has had a good start.

After comprehensive testing is completed next month, it will be officially launched in September and will compete with Changliao Payment for users!
But there is no wall that is impenetrable!

Ali's sneaky little actions were soon discovered by the Xingyi Smart Medical Team and quickly reported to the chief housekeeper Jian Ziyan.

Jian Ziyan immediately realized the seriousness of the problem and reported it to Wang Yi at the high-level meeting that day:
"Chairman, I just received an urgent intelligence about Ali."

"Oh? Are they going to make trouble again?" Wang Yi was not surprised: "What area is it this time?" "Smart healthcare!"

Jian Ziyan replied: "Ali has set up a smart healthcare team to build Ali Smart Healthcare, but according to the information we have, their smart healthcare is a complete copy of our Xingyi Smart Healthcare."

“We just moved the Xingyi Smart Healthcare app on Changchat to Alipay, changed the shell, and created Ali Smart Healthcare!”

Wang Yi: "..."

Senior executives: "..."

For a moment, everyone was speechless.

Zhu Changlin then yelled, "Shameless, so damn shameless!"

"Ali shouldn't be called Ali!"

"You should call him Achao!"

"Achao!"

"Hahaha!"

Everyone laughed, even Wang Yi couldn't help laughing: "A Chao, you are free to copy!"

Jian Ziyan continued: "What's even more outrageous is that Alibaba not only copied our smart medical platform, but also snatched our customers at a 30% discount."

"Our Xingyi Smart Healthcare was launched in May, and Alibaba started copying it in June. I estimate that it has almost been copied by now. After another month of testing, it will be officially launched in September."

"For this reason, Alibaba has started to aggressively snatch customers this month, using our 30% discount to snatch customers!"

"Copy our platform and steal our customers!"

Wang Yi was so angry that he laughed: "Great, that's great, you are worthy of being called A Chao, you still have no bottom line."

"They have no bottom line. We must not let them succeed."

Wang Yi nodded: "Smart healthcare is of great importance. It is not just a medical platform, but also a payment battle. Without Ali Smart Healthcare, Changliao would have won the payment war. But if Ali Smart Healthcare Platform is developed, there will be many more uncertainties in the payment war. Although we have advantages, we can't kill Alipay!"

Everyone nodded, realizing the seriousness of the situation:
"So we have to fight back with all our might and kill the Alibaba smart healthcare platform in the cradle."

"Yes, we are willing to lower prices and start a price war!"

"Isn't Alibaba offering a 30% discount? We'll give you a 30% discount too!"

"Moreover, Alibaba's PPT product will not be launched until September, but we can directly deploy it this month. It is more complete, more powerful and more mature."

"The most important thing is that our Xingyi Smart Healthcare is backed by Changliao, which has more than 7 million users. The Alipay APP only has million users, which is nothing."

Wang Yi agreed very much: "That's right. We can make less money or even no money at Xingyi Smart Healthcare, but we will definitely beat Ali Smart Healthcare and Achao!"

"Isn't Alibaba offering a 30% discount? We'll give you a 30% discount too!"

"Go to all the major hospitals to explore cooperation immediately. As long as you join the Xingyi Smart Medical Platform and sign a five-year cooperation agreement, you can get a 30% discount on everything!"

"Sign a ten-year cooperation agreement and get 40% off everything!"

"Good idea!" Everyone's eyes lit up:
"This kind of smart medical platform contract involves software and hardware, with high replacement costs and high learning costs. It basically starts at five years or even ten years. We offer a 30% or 40% discount, which is cheaper than Alibaba. We are also more mature and powerful, with more prospects and more users. In this case, what can Alibaba use to compete with us?"

"That's right, let's do it this way. We'll make less money but we'll kill Ali!"

"But Chairman, what about the customers who have already signed contracts?"

"This is simple. For customers who have signed contracts and have in-depth cooperation with our AI Medical Big Model, they are already free of service fees and will not be affected."

Wang Yi said: "As for those hospitals that pay, they all enjoy this preferential policy, but the price does not increase with the increase in quantity."

"For those who signed a five-year contract before, the first five years will still be charged, and the service period will be extended to eight years, with the last three years free!"

"For those who sign a 15-year contract, the first 5 years will be charged, and the service period will be extended to years, with the last years free!"

"That's a good idea. The service period has been extended so much, and the price is almost 60% or 70% off. It's no problem for old customers."

"That's right. The contract has been signed. Even if we don't extend the service period, the hospital can't do anything. Besides, it's a long-term contract. To put it bluntly, not lowering the price is our duty, and lowering the price is a favor."

"We still choose to extend the service period for old customers, and change the discount to 40% or 70%, which is undoubtedly to take care of old customers."

"Yes, in this way, the hospitals that have signed the contract will not have any objections. With a 40% discount, Alibaba's smart medical care will be useless."

"The best solution is to strangle it in the cradle."

Wang Yi smiled faintly: "Do it as soon as possible, and take over other hospitals before Ali Smart Healthcare goes online."

"Yes!" The director of the smart medical team responded quickly.

Sure enough, once the 40%-off discount policy was introduced, it quickly received positive responses from major hospitals.

Smart medical systems involve both software and hardware, and are difficult and costly to deploy. Basically, a contract is signed for five or ten years.

If it is replaced frequently, every three to five years, it will not only be a cost issue, but also a training and adaptation issue, as well as a series of other problems.

Once the entire smart medical platform is replaced, many hardware devices need to be replaced and data needs to be re-stored and connected.

For example, data in electronic medical record systems needs to be stored for many years.

If you switch from Xingyi Smart Healthcare to Ali Smart Healthcare, all this data must be exported from the Xingyi Cloud Server and then stored in the Ali Smart Healthcare Server.

It's not just ordinary trouble.

Even after saving it, the compatibility issues between the two subsequent platforms are still serious, and bugs emerge one after another.

Even medical staff have to be retrained.

After a series of training, all doctors and nurses have finally adapted to the Xingyi smart healthcare platform. If they switch to Alibaba smart healthcare, they will have to be trained and learn from scratch, which will be very difficult.

Especially many older experts and senior doctors, these days, they type one letter at a time. Asking them to learn this and that... is too difficult.

It would be great if you could learn a platform.

That is why, once a smart medical platform is signed, it basically lasts for five, eight, or even ten years!
Add to that Xingyi Technology’s 40% discount for ten years, and it goes without saying that all major hospitals will go straight for the ten-year deal!
A set of smart medical services can be used for ten years, which is very suitable.

Not surprisingly, as soon as this discount campaign was launched, all major hospitals were attracted.

Many hospitals that were preparing to cooperate with Alibaba’s 30% discount have turned to Xingyi Smart Healthcare’s 40% discount for 10 years!

Even hospitals that had reached an agreement with Alibaba and were preparing to sign contracts have given up on cooperation and turned to Xingyi Smart Healthcare.

This put the promotion of Alibaba's smart medical platform into a dilemma.

New customers dropped sharply, old customers defaulted...

Miserable.

The smile on Jack Ma's face froze:

"How could this happen? Haven't we already negotiated with 23 hospitals and are ready to sign the contract?"

"Chairman, only five of the twenty-three companies have completed the contract, and the remaining eighteen have breached the contract and chosen the Xingyi Smart Healthcare Platform."

"Xingyi Smart Medical Platform launched a 40% discount promotion for ten years, which is even more powerful than ours!"

Jack Ma's mouth twitched: "..."

All doubts were gone.

It all made sense.

"Xingyi Smart Healthcare has a 40% discount for ten years, with lower prices, more mature and more powerful. It is a pioneer and will be available this month."

"Our Alibaba smart medical platform is 30% off, expensive, and not yet mature. It will take two months to gradually deploy it. We are still a follower of the Xingyi smart medical platform."

"Under this situation, we have no advantage. It is normal for those 18 hospitals to abandon Alibaba and choose the Xingyi smart medical platform."

"Chairman, the most important thing is that more people use Changchat and fewer people use Alipay."

“To put it bluntly, if our Ali Smart Healthcare Platform was not 30% cheaper than the Xingyi Smart Healthcare Platform, no one would use the Ali Smart Healthcare Platform + Alipay. They would all choose the Xingyi Smart Healthcare Platform + Changliao!”

"Ah!" Jack Ma sighed, feeling extremely powerless. "You are right. For the same price, we have no advantage. Only when we are 30% cheaper will people consider Ali Smart Healthcare. For the same 30% discount, customers will choose Xingyi Smart Healthcare."

"What should we do? Xingyi Smart Healthcare offers a 30% discount for five years and a 40% discount for ten years. This directly locks in customers, and they will be locked in for five or ten years."

"If this continues, our Alibaba smart medical platform will be finished. We can't wait until ten years later to grab it. There's no hope."

"Yes, this kind of medical platform is based on first come, first served, basically whoever gets it first will have a ten or even twenty year cooperation, and nothing will change afterwards."

"So, our Alibaba smart medical platform is doomed? There is no hope at all?"

"Not really, unless the price continues to drop!"

"Continue to lower the price? How can we lower the price?"

"Xingyi Smart Healthcare offers a 30% discount for five years and a 40% discount for ten years. How low can we go?"

“Even if it’s reduced to 60% off for five years or 50% off for ten years, there’s still no advantage.”

"Yes, Alipay is far behind Changchat, and Xingyi Smart Healthcare has been online for two months. The technology is mature, the customer feedback is good, and it is far ahead. Our Alibaba Smart Healthcare Platform is still a PPT platform and was only launched two months later. Anyone with a discerning eye knows that we copied Xingyi Technology, the technology is immature, and the user experience is also unknown..."

"With such a huge gap, even a 10% discount is useless. It has to be at least 20%, or even 30%."

“Then our Alibaba Smart Healthcare Platform will be discounted by 50% for five years and 40% for ten years!”

"Of course you can, but the profit will be lower."

"Why should we be afraid? Anyway, we copied the Xingyi smart medical platform, and the R&D cost is not much."

"..."

(End of this chapter)