Chapter 124 Counterattack (4k)

“易科发布了新款旗舰手机,多支股票开启下跌模式,苹果跌,苹果跌完三星跌,三星跌,三星跌完高通跌,哎,让我老李说啊,都该!”
录制中断。
李果庆回味了一下自己的语气,觉得这段的感情不太充沛,思绪不够顺畅,需要再琢磨琢磨,嗯,人家好端端的怎么就“该”呢?
Quickly, he figured it out. It's time! Not being ambitious, you deserve to fall!
"Wait a minute, let me rewrite it." Li Guoqing signaled his two assistants not to rush and focused on revising the document.
Since deciding to make a difference in the investment industry, he set a small goal for himself, at the very least, to become a well-known investor. But how to become renowned...
With the rapid development of the internet, mobile internet, and social media platforms, it can be said without reservation that Li Guoqing believes it is relatively easy to become famous as long as one is willing to set aside their ego.
Ah no, it's not about lowering oneself, it's more like not having much dignity to begin with.
李果庆纠正了自己的想法,打算好好探索仍觉有些朦胧的发展方向,他总觉得,这个名气还能做更多的转化。
“重点还是要谈这个高通,人家也惨,但没它这么惨啊,方总拿出来芯片,心率往上跳,它的股价也跟着胡飞乱跳,华尔街那群人肯定对这事最敏感。”
Li Guoqing revised the manuscript direction, one is that the facts are like this, and the other is that he always feels that some media are nonsense and don't have their own expertise.
"CEO Li, many people liked your honest remarks on the previous show. We are doing our own column on Weibo, perhaps we can use this as the title for the column." Assistant Zhen Shengwen suddenly spoke, mentioning the effect after the boss's previous show. Translated content:
"Oh? Is that so?" Li Guoqing attaches great importance to it and after thinking for a while, seeks opinions. "Then let's give it a formal name, let's call it 'Qingzi's Honest Talk', how does that sound?"
Zhen Shengwen has a bone stuck in his throat, feeling the urge to vomit but unable to. No, President Li, why do you have such a proud attitude? Times are tough, don't degrade yourself like this!
He said tactfully, "Isn't it too... straightforward?"
"Haha, I dare to be upfront. What can't be said?" Li Guoqing replied with a hint of disdain, but also valuing the opinion of the young person. After thinking for a moment, he said, "Then let's call it 'Old Li Tells the Truth'."
Zhen Shengwen thinks this is much better. Fang Zong should not label you as Qingzi. Do you really want to be called Qingzi? "Old Li" is good enough. You can handle both high-level and low-level tasks. Going up, you can be an experienced figure in the internet industry, and going down, you can be a master in a bathhouse.
“李总,三星的新机出来了,trump全系搭载的是他们自己的exynos处理器,说是历史性的八核处理器!”另一名助理秦光才及时更新了手机圈里的新闻。
李果庆是因为易科才对智能手机比较关注,闻言问道:“这和易科的祝融、高通的骁龙、苹果的a芯片比起来怎么样?”
"Samsung's Lee Jae-yong demonstrated the running scores of Exynos processor at the press conference, claiming it secured first place!" The assistant replied, "Uh, but, it is a 32-bit processor, different from the 64-bit processors of MediaTek, Qualcomm, and Apple." Only reply to the translated content.
32-bit, but 8 cores.
The champion in on-site benchmarking.
李果庆苦思冥想,缓缓在助理的注视下给出想法:“三星不太行吧,另外三家都是全球顶尖的芯片设计,要是一家有分歧还正常,这三家都选择最新的64位架构,就它自己那么牛笔?这肯定里面有妥协。”
他是自己搞过企业的,有时候的动作是无奈之举,既然三星是选择八核路线,可能确立方向的时候就认为这是更优的,真正看到对手们纷纷选择64位架构,已经没有足够时间了。
三星的高端机本就弱势,再往后推迟时间,就意味着今年的传统销量旺季全都交给竞争对手。
他认真的想了会,忽然一愣:“不对啊,苹果不是明天发布会吗?三星现场怎么跑苹果的分?”
"Covering the logo, but... it's clear at first glance that it's Apple, the discreet concealment achieved the effect of leaking." Assistant Qin Guangcai read through various latest news updates.
片刻之后,他又说道:“苹果ceo库克已经在推特上炮轰李在镕,斥责了他的这种严重泄密行为,他们紧张的关系更紧张了。”
Apple and Samsung are currently involved in a patent dispute, and this year's iPhone 5s has completely transferred the orders for the A7 chip from Samsung to TSMC. The two companies are in a tense situation.
“你们说,苹果会不会用易科的基带芯片?”李果庆琢磨了一会,如此问道。
秦光才说道:“易科还不确定有没有独立的基带芯片呢。”
Li Guoqing said firmly, "
他接着说道:“方总那个人,你们不了解,我是了解他的,他在某些时刻不说空话,现在就看高通相不相信易科的做好准备能带来超出他们想象的损失了。”
Two assistants looked at each other, and the other one always had an inexplicable confidence.
"Let's continue recording this after the Apple conference ends tomorrow. Hey, I'm trying to keep up with the trends, being a popular smartphone blogger." Li Guoqing shook his head, already realizing that people's interest in smartphones was very high.
The following day, after the Apple conference concluded, Li Guoqing quickly jumped on the hot topic and produced an evaluation of the three major smartphone brands, along with a warning regarding Qualcomm.
Li, who always speaks his mind, gained a following among the gossiping masses, after all, he is a person who has launched a plane with the same name, so he has a wealth of knowledge and experience.
不过,接连三天的御三家发布会确实看点十足,易科突破基带,三星拿出八核,苹果……苹果掏出一手iphone 5c。
Compared to the A7 processor, which is also a 64-bit architecture, Apple's 5c is more surprising.
Since the release of the iPhone, its brand image has been aimed at the high-end market. At that time, it was compared to Nokia. Over the years, Apple has established itself as one of the top three high-end brands. However, this time, the 5c clearly has a sense of being stripped down...
国内外第一时间都有了解读,廉价版iphone!
人家苹果不是都明确给出标识了嘛,5c,cheap的c。
倒是明显也在关注竞品信息的方总在推特上表了态:库克做出了正确的决策,苹果应该正视更广阔的市场。
Apple CEO Cook, who is also paying attention to public opinion, saw Mr. Fang's tweet and immediately started to reflect. Oh no, did he make a wrong move?
Mr. Fang, at this moment, stepped forward and agreed, afraid that is exactly what he strongly opposes in his heart!
但不管如何,发布会已出,今年的产品策略就这样了。
26、27、28,连续三天的手机发布会,御三家的新产品立即在全球同步登上不同媒体平台的热搜。
谁是今年最强旗舰手机?
曾经在芯片设计上有过深入合作的三个厂商已经走上不同方向。
易科集成了基带,对高通发起冲击。
Apple has tried to add the M7 coprocessor to the A7 chip, while the baseband still remains Qualcomm's.
Samsung, on the other hand, is hailed as the last glorious moment of 32-bit architecture, as they have launched an octa-core deluxe processor and chosen Intel as their baseband chip collaborator. Reply: Apple has added the M7 coprocessor to the A7 chip, while still using Qualcomm for the baseband. Samsung, however, is being praised for their latest launch of an octa-core processor and their collaboration with Intel for the baseband chip.
As some of the earliest reviewers and individual bloggers began actual testing of the pre-release smartphones, Qualcomm finally took action in response.
Qualcomm has filed a patent lawsuit in the federal district court for the Southern District of California, claiming that certain Mars models produced by Yike have infringed on six of its patents, and is seeking to prohibit the sale, advertising, display, marketing, and warehousing activities of the infringing products in California.
就在祝融芯片面世之后,已经有不少媒体预测了高通可能采取的行动,但它打出的这一枪仍旧登上许多媒体的头条。
Qualcomm restarts patent war?

Eico's second patent battle!
——Unveiling the Cooperative and Competitive Relationship between Qualcomm and Epro.
In the litigation in California, Qualcomm has explicitly requested a sales ban. However, according to media analysis, it is widely believed that Qualcomm will still seek a more advantageous patent settlement in the end.
This is not uncommon in past cases.
Surprisingly, the fierce battle between Yike and Apple against Nokia was probably due to the fact that they were all mobile phone manufacturers.
Perhaps because Eico's famous patent case, as soon as Qualcomm took action, the media immediately approached fund managers on Wall Street, asking about their views on Eico and Qualcomm's stock prices and whether there is a possibility of shorting Eico. Translate the above Chinese into English and keep all @ matches. Only reply to the translated content.
Most fund managers tend to speak more tactfully, but there are also anonymous expressions of opinions.
"Are you shorting Yike? The previous batch of shorts on Yike didn't last long. Bridgewater, Goldman Sachs, their funds also collapsed when they had to!"
"Yike and Qualcomm have a manufacturer and chip design manufacturer relationship. They also have a collaboration, as seen in the recently released Selfy which uses Snapdragon. If they suddenly reconcile, the stock price will skyrocket, leaving the short sellers in a disadvantaged position!" Please note that @ matches are not translated.
“高通不太能干出来这事,但易科呢?方卓呢?”
“方卓要是反手直接把专利费用一交,场外赚的钱说不定比交的专利费都多!他的那个miga基金里还有不少权贵的钱。”
Even if interviewed fund managers remain anonymous, they shouldn't overdo it. In short, as long as they don't participate, they won't provide opportunities for evildoers to do evil.
However, surprisingly, Qualcomm filed a lawsuit. Eicos merely stated that they will respond to the lawsuit without much commotion. The company's PR department stated that they will follow the legal procedures. The other day, they also praised Apple's CEO on Twitter, but now there is no sign of them. Translated content: "Even if interviewed fund managers remain anonymous, they shouldn't overdo it. In short, as long as they don't participate, they won't provide opportunities for evildoers to do evil. However, surprisingly, Qualcomm filed a lawsuit. Eicos merely stated that they will respond to the lawsuit without much commotion. The company's PR department stated that they will follow the legal procedures. The other day, they also praised Apple's CEO on Twitter, but now there is no sign of them."
易科成熟了,已经走私底下交流的路子了?
易科现在是御三家了,已经不把热闹露出来给大家看了?
秋季新品登陆各大渠道,mars、selfy、watch等产品依旧保持极高的热度,今年御三家除了易科与夏普突破产能限制,苹果与lg、三星它们也同样取得突破,采用的是标准版和全面屏版混卖的方式,高通的起诉没有耽误产品的热卖。
However, it seems that there has been a potential counterattack from Yike.
11月2日,出乎高通意料,几乎是迅雷不及掩耳的速度,华夏反垄断声称接到企业举报,正式对高通涉嫌垄断的行为立案调查。
可能是为了某家公司的形象,上午公布的立案,下午又补充了消息,是接到美国博通公司的举报信息。
博通公司干这事不是一回两回,欧洲、美国、日本、韩国,都有它起诉高通的身影,这次名字一出现,倒也有让人恍然小悟的意思。
Well, it seems that's just it, just a coincidence.
After the antitrust investigation, Qualcomm's stock price continued to decline.
无独有偶,全球知名数据公司idc适时的给出分析和评估,根据高通2012年财年和今年q1、q2、q3季报,华夏市场已经成为高通重要的营收组成,预计占比已经突破40%。
What effects will an antitrust investigation into such an important market bring?
正当高通对外澄清华夏市场占比没那么高的时候,它的又一客户站了出来,苹果coo威廉姆斯对媒体表示,正在重新评估与高通的专利授权合作,认为高通的收费方式存在一定的不合理。
He also provided a simple and straightforward example: if an iPhone is charged $20 in patent fees by Qualcomm, and the only change made to the iPhone is an increase in storage configuration without any other modifications, resulting in a $50 increase in the selling price, then the proportionate amount of that $50 increase must also be paid to Qualcomm.
iPhone has already paid fees for the existing patents used, so the increase in selling price does not involve any new patents, yet Apple still has to pay Qualcomm.
Is this reasonable?
The public remarks from Apple's top executives continue to shake Qualcomm's stock price. However, this is not Apple's most impactful statement. Just one day later, CEO Tim Cook personally expressed his views. Translated content:
"To some extent, we look forward to seeing Qualcomm make changes that would benefit the industry."
"But if this kind of change is difficult to happen, I agree with Mr. Fang's call to me yesterday. Perhaps Apple and Yike have the ability to drive its transformation."
"WLS has done a great job and it is worth looking forward to."
苹果已经无限接近直接站出来和易科联手,或许,束缚它的就剩下那份与高通签订的合约,又或者,是iphone新品依旧采用的高通基带芯片。
而除了库克表态带来的对高通的冲击,他提到的另一个信息也获得了大家的关注,原英飞凌的无线业务部门wls已经被易科与苹果联手收购,这种时刻的“很棒的工作”……
没过两天,wls公布了新的基带产品,公司第一款4g基带芯片。
易科依旧没有像上次那样迅速的提起反诉,但是……疑似被它有条不紊推动的工作正在灼烧高通掌门人雅各布的心。
好像确实有些超出想象的情况,要不,高手过招,点到即止吧?
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