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Chapter 3183 Strategic Diversity

Zhou Shaoning's mood was much better than the previous two days.

It turns out that it was not only Asda that was punished, but other mobile phone manufacturers were also sued by Ericsson. Moreover, the location was chosen in South Korea. It seems that Ericsson not only reached cooperation with Qualcomm, but also had some dealings with the Indian authorities and reached certain agreements.

India now wants to promote "Made in India" and promote the development of the domestic mobile phone industry.

Qualcomm and Ericsson are indeed inevitable.

Zhou Shaoning sneered at this, and even mocked, "Qualcomm and Ericsson can achieve their goals, but India can't. With India's level, even if mobile phone manufacturing is a very low-end industry, they can't afford it!"

Zhou Buqi laughed and said: "India has been deceived by Western countries not once or twice. Even Russia's level can make India fool around."

Zhou Shaoning said: "When it comes to the top level of scientific research in the mobile phone industry, India is definitely no worse than China. However, science and technology is just the icing on the cake of the mobile phone industry, but it is not a key link."

"The icing on the cake?"

Zhou Buqi glanced at him.

This is obviously different from the mainstream argument in China. The current domestic trend is that research and development is the most important thing in the technology industry. They are calling on the public to actively invest in scientific research and calling on children to build up the ability to be scientists from an early age. dream.

Zhou Shaoning gave his own explanation, "The reason why China cares so much about scientific research is because the domestic IT industry has become a top student and has developed from 0 points to 90 points. If you want to improve from 90 points to 100 points, then you can only It’s a technology that bites the bullet and India does. No, it's not even close to passing. It's just like an exam. The most important thing is to lay a good foundation and do the simple questions right. This is a guarantee. India may be able to do the last big question well, but the first one is not good. The simple questions are a mess and it’s impossible to improve your score.”

Zhou Buqi nodded, feeling that what he said made sense, "There are similarities in many aspects in China. Many people see that Beijing, Shanghai, Guangzhou and Shenzhen are developing better than New York and London, and they really think that we have surpassed the old imperialist countries. Woolen cloth."

"At least we have developed." Zhou Shaoning stretched out and looked very relaxed, "It's still early in India! Their traditional ideas are more deeply rooted than in the country. The lower the people are, the more serious the traditional ideas are. The traditional ideas in the country, It is benevolence, justice, propriety, wisdom and trust, and it is loyalty to the king, love to the country, father, son and filial piety. At least there is room for integration with modern civilization. India is far behind. Their traditional way is in sharp conflict with modern civilization.”

Zhou Buqi smiled and said: "Looking at you, do you think the Ericsson matter can be solved?"

"Uh..." Zhou Shaoning became embarrassed, "Samsung's Li Zaiyong is also eyeing this matter, which shows that they also want to resolve this matter as soon as possible."

Zhou Buqi nodded and said, "That's for sure. How many mobile phones with self-developed chips did Samsung ship last year?"

Zhou Shaoning said: "About 35%, there are 100 million units."

"Isn't that right? This will hit them even harder! Chips are a business that Samsung cannot avoid. They are still investing heavily in building factories in the United States. They want to imitate Apple and compete head-on with Qualcomm in this field! "

Zhou Buqi heard about some of Samsung's big moves in the United States.

I feel that Koreans are very ambitious.

It's even a bit unrealistic.

Apple can compete with Qualcomm because Apple is an American company.

Why Samsung?

Do you really think that Qualcomm’s global dominance in the semiconductor field is entirely due to its own strength? Apple and Qualcomm are both their own people to the United States. If Samsung, an outsider, rushes in, it will be an eyesore.

Zhou Buqi is very cautious in this regard.

I feel that Samsung’s strategy is high-risk and low-reward, so it can hardly be called correct.

Zhou Shaoning said: "Li Zairong came here this time. It seems that he wants to join Asda and form an alliance of mobile phone manufacturers to fight against the intellectual property alliance behind Qualcomm. Otherwise, a mobile phone manufacturer alone will indeed lack bargaining in front of Ericsson." ability."

Zhou Buqi was a little worried, "Is this okay? Be careful of getting punished!"

Price alliance is actually a monopoly. Use a monopoly market position to gain advantage in negotiations.

Zhou Buqi said: "Qualcomm can do this because Qualcomm has always been very fierce and has always walked a tightrope on the edge of monopoly. They have the most powerful legal team to handle similar matters. Another point is that this project led by Qualcomm The patent alliance has indeed used its monopoly advantage to lower patent prices, but this is actually a good thing for the majority of patent manufacturers, allowing them to rely on Qualcomm’s product platform to collect money with peace of mind.”

"There is this level of worry, but that's not what I'm worried about." Zhou Shaoning pondered, "The reason why we make self-developed chips is actually to reduce the cost of products. If the cost of self-developed chips is higher, then it doesn't make sense. ”

"Will the cost be higher?"

Zhou Buqi was slightly startled.

Zhou Shaoning said: "I am referring to the Indian market. The strategy of self-developed chips or MediaTek chips may not be cost-effective for Asda's current situation. If we can avoid Ericsson's patent and delay it for a long time... the final choice It must be Ericsson who compromises.”

Zhou Buqi was amused, "So confident?"

Zhou Shaoning smiled and said: "You planned well. We have a strategic advantage. Tactically, it is not impossible to admit defeat. From a long-term strategic perspective, Ericsson is the weakest party."

What is the strategy?

Strategy is choice.

The right of choice means that Asda's mobile phones can choose Qualcomm's chipset, or they can choose the direction of MediaTek and self-developed chips. The direction of MediaTek and self-developed chips seems to be curbed by Ericsson's use of intellectual property rights. There are also chips from Kaita and Qualcomm to choose from.

With Qualcomm's chips, Asda can still maintain a profit margin of about 10%.

You can still make a lot of money.

Strategic diversity ensures Asda's long-term and steady development.

Not so with Ericsson.

They have no choice.

Even always in a passive state.

Ericsson can only rely on patent licensing to charge fees. Whether it can collect patent fees... depends on whether mobile phone manufacturers are willing to cooperate.

"Huh?" Zhou Buqi was a little surprised, "Refuse to pay the patent fee?"

Zhou Shaoning snorted: "No manufacturer will accept the current price! Humph! I used to work for a communications company in the United States, and I know how their patent charging model is designed. It's a bastard! It's just taking advantage of the big players! "

"Eating big people?"

"Yes, they can't afford to constantly initiate intellectual property lawsuits against small manufacturers, so they simply give up those products with relatively small market shares and only focus on the big players. As long as they have the big players, they can use them to win over them. The lost patent fees from small and medium-sized manufacturers will be recovered together.”

"ah?"

Zhou Buqi understood now.

Ericsson's high intellectual property fees are not just because Asda uses their patents. It's because none of the domestic mobile phone manufacturers have paid patent fees to Ericsson, and Ericsson has nothing to do with them... It just so happens that Asda went overseas and avoided the domestic legal domestic protection strategy, providing Ericsson with a solution. Chance.

Now that you have seized the opportunity, you must not let it go wrong!

They designed a charging model.

We must compensate Ericsson for all the intellectual property fees it has lost in the domestic market by demanding exorbitant patent fees from Asda!

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