The development of chip technology ushered in an era of rapid growth after 2010, advancing from 45nm to 3nm in just ten years. The rise of mobile Internet is the most important driver of the rapid development of chip manufacturing processes.
Except for smartphones, which are so obsessed with the advancement of chip manufacturing technology, other chip application scenarios do not have such stringent requirements.
Chip manufacturing process is important for other application scenarios, but not that important. Take graphics cards as an example. AMD's radeon7 graphics card uses a 7nm process, while Nvidia's RTX2080TI uses a 12nm process. The overall performance of the 7nm process's radeon7 is not as good as the 12nm RTX2080TI.
In the interview, Huang Renxun even mocked AMD from afar, claiming that Nvidia values performance and energy consumption rather than process accuracy.
Except for mobile phones, which are precision devices with strict volume requirements, other application scenarios are far less stringent.
After the smartphone was kicked off by Zhou Xin himself, this trillion-scale market will begin to promote the rapid development of the chip industry. The unit of measurement here is RMB.
Zhou Xin doesn’t know if Goldman Sachs can help him untie China’s chip manufacturing industry. His plan includes Plan A and Plan B.
If Goldman Sachs can really persuade America's Ministry of Commerce to remove the chip industry from the Wassenaar Agreement, then it can start investing heavily in chip foundries in China. After entering 90nm, even if 90nm chips are There will be a large number of application scenarios after 20 years.
With Xiaomi and Matrix, two popular consumer electronics brands in China and the world respectively, the foundry does not have to worry about losing money. Not to mention Zhou Xin has the confidence to build Xinxin into the form of Qualcomm in the future and sell mobile phone CPUs to other manufacturers.
If Goldman Sachs can't handle it, then it will build a large-scale factory in the Lion City. Although the Lion City will not be able to say no to Amerikan's request in the future, the biggest advantage of building a factory in the Lion City is that the technical information is in its own hands.
If Zhou Xin does not get involved in the chip manufacturing field, no matter whether the technical information is in the hands of TSMC or Samsung, he will definitely not be able to get it in the future.
What’s more important is that sand can be mixed in. It’s true that the wafer fab is in the Lion City, but the Wassenaar Agreement does not control the nationality of my engineers. I sent a large number of Chinese engineers to participate in the construction of the wafer fab in the Lion City. The whole process of production.
It rotates every three years, so that the wafer factories in the Lion City can be used to cultivate Chinese talents on a large scale.
Back at the developer conference, the data released by Zhou Xin shocked the developers present. Although it was a pie, at least some people ate the pie drawn by Zhou Xin.
This also means that developing applications for Mphone can earn a lot of money, which is crucial for leveraging external forces to participate in the improvement of one's own ecology.
In the early 1990s, a large number of developers developed applications based on the Windows operating system, not because applications based on the Windows operating system were the best-selling in offline software stores and they were profitable.
The upper and lower limits for developing applications for Apple are far inferior to those of Microsoft. This is an important reason why Windows can ultimately defeat Mac OS.
If the revenue from Mphone applications excites developers, then Matrix's success in handling operators makes competitors feel uneasy. As competitors, everyone knows that Mphone is very successful, whether it is the first generation Mphone or the second generation Mphone. A Mphone trend has formed around the world.
Although Matrix is not on the market, there is no need to publish sales data for marketing now. Only important sales nodes Matrix will be announced to the public. However, Mphone's competitors are all established companies with rich business investigation channels. They can Obtain sales data that is almost the same as the Matrix backend.
But these sales data alone are not enough for Matrix to convince operators and make all mainstream operators make concessions, because this is a traditional profit distribution method that has been used for more than ten years. Matrix allows operators to go back and forth in this traditional profit distribution method. Taking a big step back.
Just relying on tens of millions of sales is not enough. You must know that Nokia's global shipments are measured in hundreds of millions, and they can't do it. This also makes them more curious about how Zhou Xin did it.
"As we all know, Matrix has been a great success in the mobile phone market. This success is not only a commercial success, but also a success in terms of standards and trends. The emergence of Mphone has created a new concept for the mobile phone industry - smart phones.
When Mphone1 was born, because its creator was Newman, the most successful product manager since the birth of the Internet, both Mphone's competitors and the media preferred to call it an Internet phone. But with the release of Mphone2, it can do more and more things.
It has a new name - smart phone. Compared with smart phones and non-smart phones, the biggest difference lies in the customization of applications, because smart phones have a powerful mobile phone processor and a relatively open ecology, which allows consumers to Install the apps they want based on their needs.
Matrix has brought new concepts and trends. A survey we conducted in San Francisco showed that more than 70% of users said they would choose a smartphone when buying their next mobile phone.
The success of Matrix has led to the Matrix Developer Conference held in San Francisco attracting much attention. More than 5,000 developers across the United States participated in this year's Matrix Developer Conference.
Matrix is not the only one that will hold developer conferences. Many giants in the technology field will hold developer conferences to call on their supporters and potential supporters in order to gather more power to help them improve their ecosystem. And developers can also benefit from it.
Apple's annual developer conference is held at a time similar to Matrix. It is held in the middle of each year and has a history of more than 15 years since 1987. Microsoft's annual developer conference is not called a developer conference but a technology conference. In recent years, Microsoft has Technology conferences all focus on the Xbox they launched in recent years.
Since Baidu merged with Google and went public, it has also begun to hold developer conferences. Why are developer conferences so important to these Internet giants? What is the difference between Matrix’s developer conference and other Internet giants?”
Because Matrix's developer conference involves a major version update of the MOS operating system, it will attract more attention than the developer conferences held by other Internet giants. In addition, the sale of Mphone2 created a trend in the United States, and this epoch-making product attracted almost all consumers.
All consumers who have experienced Mphone2 are full of praise for it, and the only demand of consumers is a price reduction.
"We expect a successful product, and we expect tens of millions of people to use it. People use it to get jobs, communicate with people, do all kinds of things, and that's the product we're trying to create."
This is a Weibo post by Zhou Xin. Mphone1 is already a tens-million-level product. It is not too much for Zhou Xin to expect Mphone2 to become a tens-million-level product.
A large number of netizens left messages below:
"Newman, you did it. Mphone2 is such a different product that after using it, I completely forgot that I had bought other mobile phones before."
"I know Mphone2 is very good, but can its price be discussed again? Or can the price be lowered through vouchers?"
"Newman, to be honest, I have always been your supporter. I bought Mphone1 the first week it was released to support you, but the price of Mphone2 is too expensive. Can Matrix recycle my Mphone1? That way I can continue to support you. "
"Give me a Mphone2"
There are many comments that hope Zhou Xin will give him an Mphone2 directly.
Unlike later generations when the first-generation Apple mobile phone was launched, the market was filled with doubts. After the smartphone Mphone2 came out, there were only positive reviews on the market.
After all, Apple already had experience of failure before the first-generation iPhone was released. At the same time, there are many cases in Apple’s past history where a large number of innovations ended up with a feather in their cap.
But Mphone is different. Mphone1 was a huge success and Newman has never failed. In addition, the product form of Mphone2 is much more mature than the first generation iPhone, which puts great pressure on all competitors.
Their internal survey results show that for consumers, after raising their budget to more than 500 US dollars, more than 90% of consumers will choose Mphone. Even if they cannot afford the price of Mphone2, they will choose Mphone1.
When the Mphone2 trend swept across the United States, China's mobile phone market was also undergoing fierce competition.
Since the release of Xinxin Technology's mobile phone integrated chip, the TV commercials that Chinese consumers have seen most on TV have changed from underwear commercials to mobile phone commercials, with hoarse hosts making various fools on the stage.
Huang Zhang relied on the online forum to raise funds for sale, and Meizu's simple and elegant social networking also made Meizu a small hit on the Internet.
Matrix was the first to make customized keyboards, and was the first to introduce the concept of switches and kits to keyboard circles. However, due to the high pricing, many Chinese companies sold similar switches and kits to Amerikan.
This also led to the keyboard circle being customized twenty years in advance. Amerikan enthusiasts designed it and then went to factories in China to make prototypes. After the prototypes were completed, pictures were posted on the forum for group building. After putting it together, contact the factory in China for production.
This type of group futures method appeared twenty years in advance, and Amerikan had a dedicated website to guarantee it, similar to later crowdfunding websites.
After China opened up electronic payment, a similar website was born in China. After Huang Zhang polished the sample, he first promoted it on the Zhongguancun Forum and then raised funds on a crowdfunding website.
The mobile phone named Meizu 1 by Huang Zhang received funds from more than 5,000 netizens on the crowdfunding website. The 70% deposit paid by everyone gave Huang Zhang the capital to find a factory to produce it and find Xinxin Technology. Custom chips.
The success of Meizu 1 gave Huang Zhang more ambitions. He also wanted to make a smartphone, not such a simple assembly factory. The technical content was too low.
The question is where does the money come from? The sales volume of about 5,000 units, the price of 1,000 yuan, is a revenue of 5 million RMB. After taking into account the costs, in the end, Meizu, a new company, only has more than 1 million yuan on its books.
This amount of money is a lot for an individual, but nothing for a company. All kinds of daily expenses are enough to swallow it up.
The current scale is too small, and Meizu does not dare to produce on a large scale. If it cannot be sold, it will go bankrupt. Therefore, subsequent batches of Meizu 1 will be sold in a similar way, first taking deposits from consumers, and then To go back to production, this also means that consumers have to wait at least three months. After all, there are only a few consumers who have this patience.
Huang Zhang had already obtained Mphone 2 through Pengcheng's unique channels. After experiencing it in depth, he quickly realized that traditional mobile phones like Meizu 1 had no future. With the advantages of industrial design, they could easily be defeated by regular troops like Matrix. The army was defeated.
"If Meizu wants to become big, it must also make smartphones. The problem is that the core operating system, processor and screen of smartphones are not something that a company of Meizu's size can handle."
It’s too difficult. With the popularization of the concept of smartphones and the substantial development of smartphones, initially everyone believed that the core of smartphones is the operating system, and the open ecosystem of MOS is the key to the success of Mphone1.
Later, I realized that the processor is equally important. Mphone's advantage in the processor and Zhou Xin's advantage in the field of mobile chips after becoming ARM's controlling shareholder gave mobile chips with the same process, the A-series chips used by Mphone, a clear advantage.
This advantage determines that Mphone can carry applications with richer functions.
After the release of Mphone2, everyone discovered that the screen is equally important. The screen can enrich the form of applications. It is now recognized in the industry that the three elements of a smartphone are the operating system, processor and screen, and Mphone2 has made these three the most perfect. It is considered to be the masterpiece of smartphones.
There are also many detailed introductions about Mphone2 on the Chinese Internet, because Matrix has many Chinese students and employees. Although these Chinese employees are in Silicon Valley, it is difficult to integrate into the local life circle. Most of them are still active on the Chinese Internet. superior.
In addition, their workplace gives them a sense of superiority on the Chinese Internet. They will post some posts about Mphone2 from time to time. They broke the news about various Riddlers before the release of Mphone2, and even popularized science after it was released.
Therefore, Huang Zhang knows Mphone2 very well and even understands some technical details. In his opinion, Meizu wants to transform and the challenges it faces in making smartphones are simply not something he can handle now.
At this time, Huang Zhang's friend introduced him to a venture capital institution and said he could talk to the venture capital firm.
"Hello, Mr. Huang, can you introduce the basic situation of your company and product content."
Huang Zhang was a little nervous, because sitting in front of him was the investment manager of Emerging Investment. With the development of China's Internet, Emerging Investment has become the most well-known venture capital institution in the country.
Various jokes about emerging investments that are not short of money are endless on the Chinese Internet, because in the eyes of netizens, Zhou Xin is not short of money, which also means that Zhou Xin’s companies are also not short of money.
"Hello, Manager Zhao, we are a company specializing in mobile phone manufacturing. We mainly have Meizu 1. This is our product. You can take a look."
Huang Zhang handed a white Meizu 1 to Manager Zhao, and then continued: "Our sales exceeded 10,000 units without resorting to traditional marketing methods or advertising."
Meizu 1 has conducted a total of three rounds of crowdfunding. The first two rounds were for 5,000 units. The sales volume of the third round dropped significantly. After all, the total number of consumers who accepted the crowdfunding method was extremely limited.
To put it simply, Mphone2 has very obvious advantages in terms of product form and technology, so Crow does not want to spend a lot of effort writing how to succeed, so Crow wants to reflect the success of Mphone 2 by asking operators to make concessions.
(End of chapter)
