The Millennium Semiconductor Survival Guide

Mphone represents the development direction of mobile phones in the future and has become the consensus of many people, especially Internet practitioners.

The entrepreneurs who participated in the Mphone Developers Conference this year can also see the clues. A year ago, the number of developers who attended the Mphone Developers Conference was less than 500. This year, the number is multiplied by ten. The site of the conference.

This is still the result of setting a threshold.

In the past year, the sales of the Mphone application store were close to 500 million US dollars. If calculated with 5 million activated Mphones, each user spent 100 US dollars on Mphone on average. This sale does not include offline payments using NewPay, but only app store sales.

This number is not large, but it is enough to support a hundred small Internet companies. If it is a personal business, the number that can be supported will be even greater.

Among them, the game company that made "Prince of Persia" reached 50 million US dollars in sales on the Mphone store.

Numbers do not deceive people. The payment ability of Mphone users has been recognized by entrepreneurs. Compared with Mphone, the willingness to pay and the actual payment rate of users on the application store launched by Nokia are much lower.

Mphone is like the apple of later generations, and iphone is a bit like the king of Android.

When Internet applications on mobile phones allowed users to pay, this was the early days of personal computers. Users needed to buy floppy disks to install software. Early Macintosh computers had spreadsheet processing software that needed to be purchased separately.

More and more people realize that the Internet mobile phone represented by Mphone is very likely to become a product comparable to a personal computer, which will bring new opportunities to Internet companies.

Qiu Bojun is not only the pioneer in the field of office software in Huaguo, but also a game producer. He has his own understanding of Mphone.

"Mphone develops later, I think its entertainment attributes will become more and more clear, office use will be weakened, and timely office use may continue to be maintained, but mobile phones cannot replace computers in some office scenarios with strong demand.

Mphone's e-mail function can replace computer's video game function, but can Mphone draw pictures? Users still need to rely on computers and digital tablets to draw pictures. The biggest limitation of mobile phones is not the chip but the screen.

The size of the screen determines that it can only support some lightweight, real-time office needs, such as email, text editing, telephone and so on. It can't do the office with a slightly higher intensity.

But entertainment is actually not too restricted. Computer screens are much larger than mobile phones. Products based on computers or mobile phones will not have fundamental differences in their gameplay.

Handhelds have been used as electronic game devices in the past two decades, and the quality of video games developed based on the handheld platform is comparable to that of computer games. Judging from this point of view, I think mobile phones will become more and more entertaining in the future.

The earliest Nokia launched a mobile phone with its own snake and skiing games, which can make users obsessed with it. You can play a game while lying on the bed and let your brain empty. Mphone gives users the right to choose, and users can download any game they want. There are a large number of game developers launching new electronic games on the Mphone application store.

Sony, EA, and Sega are trying to port the games they developed for handhelds to the Mphone platform. Compared with computers, mobile phones can play a game at any time. Compared with handhelds, the advantage of mobile phones is that they are life necessity.

Therefore, I think that when you go to work at Matrix, you must realize that the most important development direction of mobile phones in the future must be closely related to its entertainment attributes. "

After Qiu Bojun finished speaking, Lei Jun fell into deep thought. He obviously didn’t know as much about games as Qiu Bojun did. He was also mainly in charge of Jinshan Office software in Jinshan, and he only knew about the business of Xishanju, not much. deep involvement.

"I can understand the importance of video games to mobile phones, but shouldn't the form of mobile phones support more and more applications?

I have always believed that richness is the future development direction of mobile phones. Previously, mobile phones had fixed built-in applications, which only met the basic communication needs. After the launch of Mphone, there are a large number of applications independently developed by Internet companies on it.

For example, WeChat, Weibo, and NewPay are not games, and there are no games in the initial applications of Mphone. "

Lei Jun obviously also has a deep understanding of Mphone. After trying Weibo, he fell in love with this feeling of interacting at any time almost instantly, because Zhou Xin quickly followed him after he registered Weibo account. Zhou Xin has very few follow lists. , Lei Jun will push it to Zhou Xin's fans after being followed.

When Lei Jun was experimenting with Weibo, he found that any point of view he expressed could get feedback quickly. Even if he posted a post on the Tianya forum, which is currently the most popular forum in Huaguo, it took more than half an hour for someone to reply after posting the post.

Unless you are a well-known person in the forum section, you will have to wait for a long time, but on Weibo, someone will reply to you within five minutes of your Weibo post. Responders arranged by Bo official.

Later, he specially went to other people's homepages and found that they were all real people.

This allowed Lei Jun to fully appreciate the charm of Weibo, and also made him question the video games that Qiu Bojun talked about will become an important part of Mphone ecology.

Qiu Bojun said: "Text information is also a form of entertainment, Weibo and Quora are forums in essence, and the entertainment effect that text information contained in forums can bring to users also exists.

I don't deny the diversity of entertainment methods, but games are always the driving force behind technological progress, and games are the core force driving hardware forward. The latest version of Kingsoft software is enough for computers five years ago. Why should users change computers? Why should the industry develop chips with better performance?

The industry develops chips with better performance because consumers will pay for them. Consumers are willing to pay for chip performance because they have entertainment needs. Computers with better performance can play richer games. Computers five years ago cannot play Fallout 2. , Can't play Warcraft 3, can't play the latest Metal Slug.

The same logic applies to mobile phones. For pure text applications, I estimate that Mphone will be able to support the text applications at that time in ten years, so why do users change mobile phones? The inability of Mphone to carry mobile games ten years later is the source of motivation for users to change their phones, and it is also the source of motivation for enterprise development.

So I think mobile games are the most important thing. If I were you, I would definitely establish a good relationship with mobile game developers first and favor them in terms of app store strategy.

Only when they can enjoy the dividends will they be more motivated, and the entertainment of Mphone will be further improved. "

Qiu Bojun also has his limitations. He still uses the development of the computer industry to speculate on the development of the mobile phone industry. He cannot predict the progress of mobile communication networks, nor the coming of the image era and short video era.

But he did mention the key point, that is, video games are one of the core driving forces for hardware progress. It is precisely because of the support of countless players for video games that the chip performance continues to improve. If only relying on the computing power needs of Internet companies, AI chips are nowhere in sight.

"I roughly grasped some ideas. I also thought that Zhou Xin hired me to do software-level management work, such as the management work of MOS system development.

Because I think my level in the field of software development is not bad, and this is the only thing I can do.

Even if I go there, I may not be able to do it. "Lei Jun has his own ideas. He thinks that he was favored by Zhou Xin because he promoted WPS to compete head-on with Office in the Huaguo office software battlefield.

Qiu Bojun said: "Your guess is very likely. The mobile phone operating system is a new thing. Zhou Xin may have many ideas of his own. He hopes that people from Huaguo will help him manage this area and fully realize his ideas.

So fancy you.

But this does not affect your attempts to express your views in other fields and expand your influence. Zhou Xin gave you the position of vice president, not R\u0026D director, so there is nothing to worry about.

I have been using Mphone intermittently before, but Mphone has not entered Huaguo, so it is indeed inconvenient to use, and the speed of downloading applications is too slow.

Just for such a short-term use, I thought of an optimization point, that is, in the Mphone application store, the application and the game can be completely separated, and there are separate recommendation pages and display pages for video games. "

Qiu Bojun told Lei Jun about his thoughts in detail. In fact, there are two columns on the Mphone application store on the computer, one for applications and the other for games.

This can give video games more recommended positions. Although he doesn't know what traffic and exposure are, this is what he means.

After hearing this, Lei Jun thought it was a good idea, and he secretly wrote down: "Bo Jun, I actually think you are more suitable for this position. You know Matrix and the mobile phone industry far better than I do."

Qiu Bojun is also a strange person. He led a dozen people to write wps97 and survived successfully by relying on this product. When he was invited by Dragon TV to interview Bill Gates face-to-face, he said:

"National industry still needs to be mentioned, but now we want to mention it as little as possible to avoid misunderstanding. People will always think that your product is not good, so play the national card to win everyone's sympathy."

It can be seen that his breadth of mind is broad.

Qiu Bojun said: "I'm getting old and I don't have the energy to work hard anymore. You are much younger than me. You are only in your early thirties now, and you are at the right age to work hard.

Matrix and Silicon Valley are definitely the best places for you to showcase yourself. "

After Lei Jun came to Matrix, the certification on Weibo's personal homepage also changed from the chairman of Kingsoft to the vice president of Matrix.

Lei Jun is the first Chinese executive of Matrix besides Zhou Xin, which has aroused heated discussions in Zhongguancun.

"Mr. Wu, how do you think Mr. Lei fell in love with Mr. Xin?" Someone tried to find out at a dinner held by an entrepreneur in Zhongguancun.

After Pony called Mr. Zhou Xinxin at the Internet conference, more and more people in Huaguo began to call Zhou Xin Mr. Xin in public or private occasions.

The main reason is that there are too many people with the surname Zhou, and Mr. Zhou is not recognizable. The second is to express closeness.

Mr. Wu is Wu Shiqiang. As the person in charge of Emerging Capital in Huaguo, he has a very high status in Huaguo's Internet industry, and he is so prosperous.

In the past, he had no money, only listened to PPT and did not invest, which made Wu Shiqiang not so popular. Since 2000, emerging investment has almost become the only financing channel for Internet companies in Huaguo in that special period, which made Wu Shiqiang quickly become a man of influence.

At that time, there was a saying in Zhongguancun that if you want to invest, you should find Mr. Wu.

Wu Shiqiang has been in the rivers and lakes for several years. He naturally knows what to say and what not to say. If he talks nonsense, what he said will be spread on the Internet in various ways, and then spread to Zhou Xin's ears. :

"Lei Jun is a very good entrepreneur. Is it normal for the new president to take a fancy to Lei Jun? Our boss has always been short of people, and he has promoted many talents in Huaguo."

If the employees of Zhou Xin's companies do well in Huaguo, they have a good chance of being transferred to work in Silicon Valley.

For companies like Tencent and Alibaba, which are fringe companies in Zhouxin’s business map, some of their outstanding employees have been transferred to work in American.

This was a great temptation for the Chinese people at that time.

"I never said that Mr. Lei is not excellent, it's just that this kind of excellence is almost meaningless to leave Matrix and become the vice president directly.

Matrix's valuation is at least one hundred times that of Jinshan. "

Lenovo spent US$4.5 million to obtain a 30% stake in Kingsoft, which means that Kingsoft's valuation is US$15 million, while Matrix's valuation is far more than US$1.5 billion.

Another entrepreneur at the dinner went on to say: "According to Huaguo's rules, this is a rocket-style promotion, mainly because it is not common, so we want to know more about the new president's preferences."

In the cognition of the entrepreneurs in Zhongguancun, the most important company in Zhouxin's business map is naturally NewPay.

Originally, the second most important was emerging investment. With the success of Mphone in major countries around the world, Matrix is ​​considered to be the second most important company.

After taking a sip of Pu'er, Wu Shiqiang replied, "Maybe it's because Mr. Lei has a certain quality that Matrix is ​​scarce now, which was discovered by Mr. Xin.

The new general manager has never paid much attention to the previous resume and background when selecting talents. I think what he values ​​more is the feeling and the characteristics shown in your conversation with him. This is what the new general manager pays most attention to.

I was the lobby manager of a bank before I became the president of the Asia-Pacific region of Emerging Investment. I never thought that I would invest in the primary market.

It's not that he's doing okay now, barely living up to Mr. Xin's expectations.

So I believe in Mr. Xin's vision, and I also believe in Lei Jun's ability. We have also investigated Kingsoft before. The main reason is that they are not short of money after accepting Lenovo's investment, so they did not accept our investment.

However, judging from Kingsoft's operating conditions, Lei Jun's management ability is definitely not bad. "

The person next to him quickly flattered: "Can the lobby manager of the Los Angeles branch be the same as the lobby manager of a domestic bank? In 1998, those who were sent to work abroad by the government were the best. Mr. Wu, you are too modest."

Another person went on to say: "Matrix's management is much more difficult than Jinshan. Jinshan's employees are all Chinese. When Lei Jun joined Jinshan, Jinshan was still a small company with only a few dozen people.

The situation of Matrix is ​​completely different. I read the news a few days ago, saying that Matrix has more than 2,000 employees worldwide and is still growing at a high speed.

The difficulty of management is completely different. In addition, Matrix is ​​already considered a relatively successful consumer electronics company, and it is still difficult to gain a firm foothold. "

Everyone here is a successful person, but even a successful person will be jealous of Lei Jun's opportunity, because joining Matrix as an executive can get option incentives.