Chapter 391 388. This time it's real

  This kind of lithography machine, originally it was not the turn of Bomi to buy it, because Bomi does not produce chips itself, but only does chip design.

  There is also TSMC and SMIC in the middle, they are the chips, and the lithography machine is the tool for chip processing.

  However, Cao Yang’s consideration is very realistic. In the high-end chip market, no company can produce enough Kirin chips for them.

  As domestic chip manufacturers do not have sufficiently advanced lithography machines, high-end chips cannot be produced, which makes people feel the power of chips.

  The lithography machine is equivalent to a giant in the micro-field, and the research is more difficult than the two bombs. Domestic related research started late, and it takes time to accumulate before it is possible to catch up.

  And this time will be very long.

  But the better situation in this life is--

Due to the butterfly effect and the fact that Cao Yang has repeatedly sought state support for related industries, the state should have established a large fund only in 12 years, but now it has been advanced many years, and in the future, Bomi will make enough money for the country’s growth. The fund has enough food and drink to nurture many excellent semiconductor industries.

Especially the research work in the field of deep ultraviolet and extreme ultraviolet has been moved into the laboratory by National Taiwan University. If this research goes well, maybe it will be possible in China before Asmar produces a sufficiently stable extreme ultraviolet light source. A certain breakthrough was made.

  I believe that the domestic lithography machine technology will gradually catch up without spending so long in the previous life. Before 2020, it is still very hopeful to see the emergence of domestic EUV lithography machines.

After listening to Cao Yang's explanation, Liu Zhiping probably understood his worry.

  It’s just that he still doesn’t think that the Mi Congress will restrict the entire smartphone industry by restricting the export of lithography machines to China.

  In other words, restrict Bomi.

  Cao Yang can only try to make things bigger, and can't tell him that I come from the future, so I’m right.

  Liu Zhiping thought for a while, and probably understood Cao Yang’s concerns, and said that he would try his best.

"The timing is good. Omi is experiencing a global financial crisis. They are too late to rescue the market. Most of them will agree to our shareholding in Asmar," Liu Zhiping said. Semiconductor-related technologies are all attached great importance, but after taking a stake in Asmarck, we have the first right to purchase the lithography machines they produce. This should not have gone away."

   "Well," Cao Yang said with a smile, "That's enough."

  And we have to get this thing done before the United States does not interfere, and then in 2012 when Asim can produce EUV lithography machines, two of them will be back for display.

  A set of EUV lithography is about 100 million US dollars, which is really not worth mentioning for Bomi. Now Bomi is rich in wealth and not bad for money, and it will not be bad for money in the future.

  Previously, Asmak had high-end lithography technology, but the financial situation has not been very satisfactory. The main reason is that although this product is very scarce, only a small number of companies can use it, and the market is very small.

  Investment in research and development is large. It is normal to spend hundreds of millions of dollars a year to conduct research and development in it. A machine has to be sold for more than US$100 million to make a profit.

  So in 2012, considering that the company's operating conditions were not very good, Asmak launched a financing plan to the world, selling 25% of its shares, and finally being divided among Samsung, TSMC and Intel.

Among them, Intel took the fastest shot. On the one hand, the relevant departments in the United States felt that the lithography machine was of great strategic significance. On the other hand, Intel itself also needed it. Therefore, Intel took the lead and bought 15% of the shares, and the remaining 10% was the turn. Purchased by Samsung and TSMC.

  This time Bomi made an early move, and it was also rushing to take advantage of the global financial crisis. When the relevant authorities in the United States have no time to take care of it, and many companies below can’t get out of it, it should not be a big problem to buy shares of Asim.

  No one wants to buy shares in this kind of company under normal circumstances. Only those in the industry that really need lithography machines will buy shares, so competitors are relatively limited.

  If it can be taken down, the worries can be resolved within at least the next 10 years. The remaining problem is that we hope that within this period of time, domestic lithography machines can catch up.

  ……

  Liu Zhiping recorded what Cao Yang said.

   Boss Cao said very seriously this time, and his request was--

at all costs.

  It shows that Boss Cao really values ​​the chip problem.

  Liu Zhiping, as the director of the strategic investment department, must be serious. He added a line of notes at the back of the notebook:

  【Top priority: at all costs】

  It is not realistic to want to swallow it whole, after all, Omi still values ​​the lithography machine technology very much.

  However, according to the current market value of Asmarck, it is estimated to be several billion U.S. dollars, not even this number. If they want to invest, they will definitely be able to buy a lot of shares for one billion U.S. dollars.

  The two people discussed for a while, and the future strategic plan gradually became clear.

  Bomi has taken many steps along the game, and now has an absolute advantage in the field of smartphones, and uses this as a starting point to radiate related technology industries.

  It is like a big network spreading out, extending to all fields of the Internet industry, and even related hardware platforms have Bomi's stronghold.

  According to Liu Zhiping’s analysis, this general direction should be correct.

  On the one hand, these technology companies have relatively good prospects. Although some stocks have declined due to the impact of the current financial crisis, the high-tech industry has always been the future of the country and will basically not lose money.

  On the other hand, taking shares in these companies and extending the reach out is also equivalent to paving the way for Bomi’s existing industries and building an ecological network.

  It is very beneficial no matter how you look at it.

  As for the traditional industry, Cao Yang and Liu Zhiping have reached an agreement to unify that is not to touch it now.

  ……

   "Right, there is one more thing." Cao Yang smiled, pretending to be mysterious, "I want to be my own laptop."

   "Huh?" Liu Zhiping was taken aback.

What?

  He even doubted whether his ears were misheard. Is it true that Boss Cao said just now to make Bomi’s own laptop? !

  This plan was not in the prospectus of the previous listing, and he always thought that Boss Cao’s ruthless remark that he wanted to engage in Lenovo was just a stunt.

  Facts have proved that Cao Yang is really good at marketing and hype. Since he said that he will catch up with Lenovo in revenue in the next three years, the domestic media has often tied the two companies together for consumption.

  I thought it was a joke, but this time it was Boss Cao who actually came to the real.

  "Are we really going to do Lenovo?" Liu Zhiping asked cautiously. Although he had known that Boss Cao's imagination was amazing, he would often have many unbounded and unconstrained ideas in his mind, but this time it was indeed a bit unexpected.

  "What do you think?" Cao Yang asked with a smile.

  Liu Zhiping stopped talking.

  He frowned and thought quietly.

  Now the domestic notebook computer business is basically monopolized by Lenovo. In other words, domestic brands have almost no products other than Lenovo.

  After Lenovo acquired IBM’s notebook business, it focused on making high-end notebooks.

  On the low-end brands, there is also a China computer.

  The lack of competitors in China does not mean that there is no room to tap this market. In fact, Bomi’s influence and accumulation in technology are actually there, and it has a lot of advantages.

  Looking at it this way, there is faintly a strong market waiting for them.

  Liu Zhiping’s brain seems to have the prospect of the best-selling Bomi notebooks in the future.

   "I think it can." Liu Zhiping followed with a smile, "We now have the ability to make a good notebook, and at the same time we can keep the price down, that is, to compete with Lenovo by means of small profits but quick turnover.

  As long as the cost performance is improved, there should be no problem. "

  ……

   Hearing Liu Zhiping’s words, Cao Yang smiled with relief, “Yes, that’s it. I didn’t really want to fight Lenovo just to fight for a name or a stunt.

   Mainly because I think there is a market in this area in China, and the market size is not small, we can eat it with our strength. "

  The reason why Cao Yang dared to fight this battle is actually quite sure.

  First of all, from a technical point of view, Lenovo is a sales-oriented company with relatively weak research and development capabilities. Since Ni Guangnan’s departure, Lenovo’s focus has been on marketing.

  Previous Lenovo CEO Yang Yuanqing can also say--

  There is no need for Lenovo to develop its own operating system.

Yang Yuanqing said: I believe that globalization is an inevitable trend. A company does not need to do everything. Therefore, Lenovo does not intend to do operating systems and chips. Good product.

  From an economic point of view, any company has its own comparative advantages. For Lenovo, technology investment is a very costly and long-term affair.

Therefore, from the perspective of the company’s profitability, Yang Yuanqing is right. Since Lenovo is a global international company with many partners, they only need to do the final integration work. The laptop can rely on allies. Do our supply chain.

  This is also Lenovo’s corporate culture.

  One word: steady.

  Two words: make money.

  Lenovo has always had a common problem with senior executives, that is, they dare not innovate and take risks.

  As a senior, this is also excusable.

Think about it. Originally, according to Lenovo’s current selling price, they could make more than 2,000 yuan in profit per computer. Assuming that reforms are implemented and the price is kept down but the sales volume does not rise, it does not mean that Lost?

  In this case, few leaders dare to take risks to innovate, so Lenovo’s annual new product launch conferences are drawing big cakes or launching some innocent new technologies.

  ……

  In the past, Lenovo did not choose Ni Guangnan’s plan to focus heavily on the chip industry. Now if it wants to start anew, although there will be some latecomer advantages, technology accumulation cannot be truly done in a short time.

  So for the current Lenovo, choosing a track with its own comparative advantage is undoubtedly in line with the development direction of the company, so Lenovo only needs to do a good job in marketing, and the technical strength may still lag behind Bomi.

   Although Bomi has not done a notebook business, it has accumulated a lot of hardware experience in the process of making smart phones. Bomi also has its own chip design and operating system. These are advantages that Lenovo has never had.

  Although the operating system of a smart phone is different from that of a computer, it at least shows that Bomi has the ability to develop an operating system.

  This time Hongmeng 2.0 Cao Yang hopes to make an operating system that takes care of both computers and mobile phones.

  ……

   And on the side of China Computer, Cao Yang is not worried at all.

  Shenzhou made notebooks with universal molds, so the appearance is very ordinary, and it can even be described as "ugly".

  The reason for being cheap is also very simple:

  1. Common mold. The vernacular of mold is to buy public bun skins. Manufacturers can directly buy public bun skins and fill them (cpu, motherboard, graphics card, screen, etc.) by themselves. Because bun skins are fixed, they can only be based on the bun skin itself. Features: Filling in, for example, it is impossible to stuff a big dumpling wrapper with beef.

  Of course, the advantage is that the volume of shipments is large, so the probability of mold rollover is low, the heat dissipation is relatively guaranteed, and the cost is low. The disadvantage is that it is not good-looking and has no features.

  2. Cast various accessories. The core components such as cpu and graphics card will not move. The main tools are the keyboard, audio, memory, hard disk, motherboard and other non-core accessories. If you can use cheap ones, you don’t need expensive ones, and you can buy them if they are cheap. Whose house.

  In addition, the early Shenzhou God of War did not have a system, so you have to install it yourself when you buy it, and save the money for a genuine system

  3. There are almost no offline stores and offline after-sales service, except for first- and second-tier cities, almost no physical stores in Shenzhou are seen, which is definitely a big expense

  4. There is almost no marketing. Think about Lenovo's daily advertising during the previous Imperial Capital Olympics. How much money did it get in one second? Think about Shenzhou again, have you seen their advertisements?

  You have to buy Shenzhou with the idea of ​​buying Lenovo and Dell’s quality and service. It is definitely not reliable.

Shenzhou allows you to spend about 1,000 less to buy computers with the same configuration (book configuration) as other brands, and other bicycles. Moreover, Shenzhou's rollover rate is only a little higher than other brands, and most products are no problem. .

  The probability that you can buy a rollover Shenzhou is already very low. Even if it rolls over, you can still go to the official after-sales service. In fact, there is nothing to worry about.

  It is because of its low price that China Computer occupies a place, and it has become a very popular brand for many college students.

  Cao Yang’s pricing for Bomi computers is between Shenzhou and Lenovo.

  But the price/performance ratio must be the highest.

  Even Cao Yang is ready to fight the money-burning battle.

  At present, the money burning war is not popular in China, and it will not become popular until the e-commerce war in 11 years.

  In 2010, the Internet was booming in China, and there was still a clear distinction between online and offline. When the rain is about to come, the myth of Groupon suddenly rises in the United States, and the huge business opportunity of O2O quietly comes.

In the following year, more than 5,000 websites including Lashou, Meituan, Wowo, and Manzuo entered the group buying stage with massive amounts of funds. There was a sudden burst of smoke from the regiment battle.

  In 2011, the war became fierce. Group-buying websites burned money frantically, subsidies, advertisements, local promotions, and merchant signing battles. The battle was fierce and the tens of billions of financing disappeared.

  In the capital feast, consumers who are full of newness to O2O gradually accepted this long-lasting business model.

  The cold winter of the mid-term capital of 2011 suddenly came, and people scattered at the end of the song, and more than 90% of the crazy "fighters" died with all their strength.

  The steady and steady Meituan got Ali’s buzzer investment at the last moment before the cold winter, and had the last laugh. In the **** dawn, the standing Meituan has since dominated the group buying arena.

  This war is also known as the Thousand Regiment War, which opened the curtain for the money-burning war in the future.

Following the Thousand Regiment Wars, there are various money burning wars, such as the e-commerce money burning war launched by Dongge in 2012, the 2013 OTA burning money war, the 2014 online car-hailing war, the 2015 takeaway war, the 2017 shared bicycle war... …

  Capitalists use the method of burning money to defeat their opponents, monopolize the market and then slowly cut the leeks, this set of processes has been played in a special way.

  But only big manufacturers can afford to play, whoever has more capital can have the last laugh.

  Without a last resort, Cao Yang didn’t want to use this weapon. Cao Yang’s initial thoughts were--

  Now there is a vacuum area on the market——

  No one has made a domestic notebook computer with a high cost performance. As long as the quality of Bomi’s notebook products is good enough and the design can crush similar products on the market now, there is no reason to be unsuccessful.

  A notebook computer with a cost of 2,000 yuan, Bomi dare to sell it for 2,500 yuan, can Lenovo dare?

  And now Bomi has a lot of promotion channels. If it is not too late for time, Cao Yang is also planning to directly confront Lenovo when the Olympics next year. We will play as many ads as they want during the Olympics.

  ……

  After finishing the plan, the two people broke up.

  In a few days, Liu Zhiping completed the relevant plan and sent it to Cao Yang’s mailbox.

  After reading it, Cao Yang modified a small part of it, and let him execute the rest.

  On December 10th, Cao Yang convened a strategy meeting with the company’s executives, where he explained the key points of the future strategy.

  Everyone was dumbfounded when they heard that Bomi was going to do personal notebook business.

   "Huh? Are we going to make laptops?"

  When Liu Qiang heard the notebook, his whole body was not good.

  The executives have almost the same expressions.

  Everyone looked at each other, and burst into laughter.

  After a long time, President Cao still wants to do Lenovo in the end? !

  ……

  ————————————————————————————————

  There is no update today.

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See you tomorrow

  (End of this chapter)

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