legendary trader

Chapter 403 404 Core Technology

"Huh? It's really possible, so I didn't get any feedback after such a long delay." Zheng Xiaopang also understood that it was too late, and he must have lost contact with the phone.

"That's fine, that's it. If you have news, don't rush me to sleep. It's okay to talk about it during lunch." Chen Fan smiled, "Go to sleep, I'm a little sleepy."

The two went back to the house and closed the door to sleep again. Chen Fan didn't bother to care when the phone call came, anyway, it must be Zheng Xiaopang who woke up.

"Second brother Wang called me after 5 o'clock, and he was sleeping soundly." Zheng Xiaopang said with a dark face.

"Is he very excited?" Chen Fan asked cheerfully.

"It seems a little bit, I haven't met, I can't hear it in the tone, but it must be miserable." Zheng Xiaopang suddenly laughed, "He was yawning while talking on the phone, he should have been looking for someone outside. "

"With an investment of more than 2 million yuan, the profit may be doubled. They should be happy to stay up for just one night." Chen Fan continued to enjoy his meal with a smile.

"Qualcomm has indeed done a lot of public relations in China, and China has indeed considered building a C network. The main thing is that the development prospect of the C network is better. After all, the technical advantages are there, but."

Seeing that Zheng Xiaopang seemed a little hesitant to speak, Chen Fan frowned and asked, "But what?"

"I don't want to be a guinea pig in China. I hope that Qualcomm can build a C-network system in other regions. Only after the technology matures will I be willing to do this, instead of being the first one." Zheng Xiaopang looked at Chen Fan and said with a little disappointment.

"It means that the country will not accept the project of building a C-network communication network in the short term?" Chen Fan asked in surprise, a little disappointed in his heart. It seems that the answer he thought seemed to be rejected, so Qualcomm's stock price skyrocketed to the end On what news?

If you can't find the answer, then there is no need to continue to increase positions in Qualcomm, because the news is uncertain. If it is just a super-short-term market, there may be no chance of shipment. The 5 million shares you hold now are not a good thing. Become a hot potato that cannot be thrown away.

Wealth on paper is something on paper after all, and it is meaningless if it cannot be turned into real money.

"Unless Qualcomm is willing to show sincerity, the main concern in China is that the technology is immature and the expected goals will not be achieved after construction. You must know that although there is already a communication network with the C network standard, it is carried out on a small scale and has an experimental nature. , There is no real large-scale commercialization yet." Zheng Xiaopang continued.

Chen Fan waved his hand, "Don't be tricky, what news do you find out, let's talk about it right away."

"There are two conditions in China. The first is that they promote their C-network technology in the United States, that is, those experimental networks must be nationalized, that is, to test the establishment of a C-network system in China. The country can borrow This is compared with the existing network. The second is the cost of equipment. It is necessary to increase the purchase of equipment by building a huge commercial network, which can effectively reduce the price of related equipment. If it continues as it is now, those equipment are too expensive. Several telcos are not willing to invest at all.”

Zheng Xiaopang continued.

"To put it bluntly, the United States needs to make a finished product first, and then use it after domestic comparison?" Chen Fan asked with a frown.

"That's right, those companies are not willing to spend real money to gamble on their technology." Zheng Xiaopang nodded.

"I remember that in order to promote C-network technology, Qualcomm developed a mobile phone using this technology, but now it seems to be sold again." Chen Fan said suddenly.

"Is there?" Zheng Xiaopang asked suspiciously, but he didn't think of anything after a long time of recollection.

"I remember that the information said that the mobile phone business does not seem to make money, but Qualcomm has been working hard for several years to promote technology. At the beginning of the year, it was sold in January. Do you think this is for a bigger business? , or the mobile phone business that was sold for the sake of mass production and lower costs?" Chen Fan said a little uncertainly.

"Who did they sell the mobile phone business to? Do you remember?" Zheng Xiaopang asked.

"I don't remember, I'll go back and look at the information later, there should be something written on it, let's talk about it after eating first." Chen Fan smiled, shook his chopsticks and continued to eat with his head down.

In the afternoon, Chen Fan and Zheng Xiaopang were in the trading room, constantly flipping through the information about Qualcomm. These are the latest information compiled by the intelligence room, including most of Qualcomm's business activities in the past two years, as long as there is no confidential itinerary or meeting. Most of the content above has been categorized and organized together.

Because Tianqin and Oak did not focus on tracking Qualcomm in the past, the information is very rough. Many of these activities are vague and can only be used as a reference. However, they have arranged for people to collect and organize relevant information, and do more as soon as possible. Detailed information comes out.

"Their mobile phone business unit was actually sold to Kyocera, an island country? It's unbelievable." When Zheng Xiaopang looked at Qualcomm's business activities in the past two years, he finally saw the other company that Qualcomm sold the mobile phone business unit to. Many questions.

This island country company seems to have nothing to boast about in the mobile phone business. If Qualcomm wants to promote C-network mobile phones, it should not sell the department to this company anyway. It seems to be giving up.

"They don't seem to plan to make mobile phones anymore. They feel that they can't compete with other manufacturers, so maybe they really want to give up the production of mobile phones." Chen Fan noticed this problem before and found it a bit difficult to understand, but now it seems to be a little bit closer .

Only at this time did Chen Fan understand that the current mobile phone communication standard is actually not only a G network standard, GSM network is a technology commonly used in Europe, China is currently using this technical standard, while in the United States it is using TDMA network technology , coupled with the CDMA network technology withdrawn by Qualcomm, the three are similar but different, which leads to the most troublesome problem, the compatibility of network communication is very poor, forming a situation where each is fighting.

"No wonder it is so difficult for Qualcomm to promote their C-network technology in the United States. The T-network technology was launched by the Telegraph Company of the United States. It would be a ghost if they can do it in the market." Chen Fan sighed, and wanted to grab it without this strength. Eat this meal.

"That's easy to understand. The American Telegraph Company is almost, if not a monopoly, it is almost a giant in the industry. The standards they support, Qualcomm has no way to shake it. This news may not be good news for investing in Qualcomm." Zheng Xiao Fatty stretched his head over and looked at it twice before saying.

"Don't jump to any conclusions, let's talk about it later." Chen Fan felt that Zheng Xiaopang seemed a little discouraged, so he patted Zheng Xiaopang and said.

Continuing to look through the information, Chen Fan and Zheng Xiaopang gradually have a deeper understanding of mobile phones and related industries. Of course, these are just superficial, because they don't need to be proficient in these technologies, they only care about the information they need to know .

The current mobile phone manufacturers and communication equipment companies are actually very painful, because the products on their current production lines are at least produced according to a certain technical standard, because the products launched under these technical standards are not compatible with each other, so they want Completely seek development within the sphere of influence of a certain technical standard, or produce products that meet these technical standards on the production line, and then deliver products according to the geographical scope of the technical standard. Undoubtedly, the result of doing so is an increase in costs.

The main topic of this International Telecommunication Union Conference is actually about the new generation of communication standards, hoping to achieve interconnection and interoperability under the new generation of technical standards and avoid repeating the same mistakes.

At the beginning, Chen Fan thought that Qualcomm was competing for a place in the standard, but now it seems that this is not the case.

Qualcomm should have already done the work of most enterprises, and they plan to develop a new generation of communication standards based on C network technology.

The crux of the problem now is actually the royalties of related patents. Many companies feel that Qualcomm’s patent fees are too high. If Qualcomm’s intentions are followed, it will be like encountering a vampire, which cannot be shaken off. .

Because they have no way to bypass the patent technology barriers set by Qualcomm. Although they have tried many times, they believe that the best solution for the next-generation communication technology standard is based on Qualcomm's C network technology, but these are still under discussion. Among them, it is mainly the bargaining of several parties.

After looking through the more detailed information later, Chen Fan noticed Qualcomm's financial information. In the past two years, Qualcomm's revenue mainly came from chip and technology royalties. The mobile phone business department and the communication equipment business department are actually in the In the loss-making situation, according to the opinion of the newly appointed president last year, it seems that he intends to reorganize the company and sell these departments that have not brought profits to the company. Therefore, the sale of the mobile phone business department is just the beginning. The communication equipment business department is actually in the process of cooperating with several Negotiate with potential buyers.

Seeing this, Chen Fan seemed a little hesitant. Qualcomm should have determined the final patent royalty collection plan. At the same time, the lobbying activities in Peanutton are very likely to hope that the government will provide the company with the two major technical standards that currently dominate the market. Put pressure on them to end protracted negotiations over patent fees.

Peanutton did not intend to support Qualcomm's technology, because its new standard was born too late, but the new generation of communication technology standards developed through Qualcomm's C-network technology, whether it is the standard used in the United States or launched in Europe Standards can be said to be controlled by Qualcomm, a standard controlled by a US company, and this is a decision that is in the interests of the US.

Chen Fan even thought that if a company from other countries other than the US company came up with a better communication standard that completely avoided Qualcomm's C-network technology, it would be impossible for the US and other countries to accept and adopt it, because it did not meet the standards. The interests of the United States, unless you donate your patented technology for free.

But it's not surprising, because this is in line with the style of the United States.

They don't need the best, just what is in their own interest.

I still think too simple. Behind the battle of technical standards on the bright side is actually the US government's beginning to intervene in the control of emerging technology fields. Although I don't know what kind of deal Qualcomm has with the US government, it is obvious that now the US The government got what they wanted, so their representatives started publicly supporting Qualcomm at meetings.

From this point of view, in fact, as long as the meeting really determines the new technical standards, whether it is the standards of American companies or European companies, or even maintain the current state, each will launch their own new generation of communication technology standards, and Qualcomm will receive patents in the future. Fees will definitely be softened, because no matter whether you agree or not, you must use Qualcomm's C network technology as the core for development. Not only is C network technology advanced and feasible, but it is also a requirement of the US government.

Chen Fan thought of this, took out his mobile phone and called Zhang Quan.

After a few beeps, Chen Fan said to the microphone: "As soon as possible, compile a document on the new technology standards introduced by European and American companies at this meeting. It is best to find someone familiar with the relevant industry to evaluate these technologies. , I would like to know the proportion of Qualcomm's C network technology in these technologies."

"You mean to check the framework of new technology standards proposed by European and American companies at the International Telecommunication Union Conference, and to confirm the proportion of using CDMA technology?" Zhang Quan asked on the phone.

"Yes, I want to do it as soon as possible. It doesn't need to be very detailed, just a rough guess. After all, there is only a framework, and it has not been completed." Chen Fan said.

Zhang Quan immediately agreed, "There seems to be a dispute about this in the meeting in the United States, and we will sort out the information soon."

"What debate?" Chen Fan asked hastily. He is now very eager to know what the specific debate is. In the past, he was not interested in the meeting at all. He only wanted to know the result. Suddenly he wanted to know what the focus of the debate was.

"It seems that Qualcomm has accused the new European G network standard of wanting to bypass C network technology, so they will not provide authorization for the basic technology of the new technology." Zhang Quan said, "I don't know the details. The information will be sent to you before 6 o'clock."

"Okay, I'm waiting for your information." After Chen Fan finished speaking, he put away the phone, rubbed his chin with his left hand, and smiled at the corner of his mouth, which became more and more interesting. It was completely different from his initial judgment. Patented technology is the core to develop a new generation of communication technology.

Chen Fan doesn't know if only Qualcomm's CDMA is the best among the new generation of communication technologies, but at present, it can only and must be the C technology that is the best, and no other technologies can appear to break the core of American companies. monopoly in technology.

"Little Fatty, we don't need to look at these materials anymore. The current technical standard battle is just a cover-up. The real battle may be the next generation of communication technology standards. Now it seems that Qualcomm, which is backed by the US government, is invincible. It's over." Chen Fan smiled and called to Zheng Xiaopang, who was still looking through the materials.

(End of this chapter)