Chapter 3056: Work Hard and Fast (Part 2)
Seeing that the three giants besides the boss also came to participate in this conversation, Warren East felt a little better, not because he was valued, but because he felt that this was the treatment ARM should have.
"Warren," Feng Yiping said gently, "ARM has developed very well in the past two years,"
Jin Ling said, "This year's start is also very good,"
"Yes, I believe that in addition to the past few years, in addition to this year, under your leadership, ARM will also develop very well in the future," Feng Yiping said affirmatively.
Warren said lightly, "Thank you,"
He also understands this routine, first praise and then criticize.
But thinking about ARM's performance in the past two years, he really doesn't think that there is anything that can be criticized, whether it is himself or his colleagues.
Thinking about the huge investment in memory chips by the company and the importance of AI chips that have just been shown, the old man suddenly felt a little aggrieved for the first time in a long time.
Feng Yiping ignored the reaction on the face of the old British gentleman and said with a smile, "So, under the current conditions, can we do better?"
Warren East was slightly stunned. Not criticism?
But he immediately realized that this was still the old routine, but the criticism was changed to be more tactful.
Or, the basis of his saying this was mainly to affirm the achievements, which sounded more comfortable.
"Can we take a bigger step?" Feng Yiping continued, "After all, at present, smartphones, tablets, and other smart mobile devices are developing rapidly, and the entire industry is enjoying the demographic dividend."
Warren East somewhat understood what Feng Yiping meant. All dividends will have a time limit, and there will always be a day when they will end. He agreed with this opinion.
"We must realize that although from the current situation, ARM can be said to have an absolute dominant position in the mobile field such as smartphones, there is still a potential threat. On the contrary, the potential threat is very huge," Feng Yiping looked at Warren East.
"Is it Intel?" Lao Ma asked.
At least, he still knew Intel.
ARM has not advertised so far, but Intel has been advertising on domestic TV in recent years, allowing many people to finally connect Intel with Pentium processors for the first time.
"Yes, Intel," Feng Yiping nodded, "Why did Intel fail in mobile terminals?"
"Is it because of their lack of technology? The x86 instruction set architecture is outdated, and the performance of our Arm architecture is too good for x86 to achieve? Or is it that our low power consumption Intel simply cannot do it technically?"
"I don't think so. No one can deny that Intel is a giant in the chip industry, and even an outsider like me can think that today, when the number of integrated transistors in processors has reached billions or even tens of billions, the myth that the instruction set architecture alone can win is not convincing at all. Warren, what do you think?"
What else can Warren East say about such a question?
No matter how arrogant you are, it is hard to say that ARM is better than Intel in terms of technology. "Yes, Feng, in terms of technology, Intel has a reserve that far exceeds its peers."
"So," Feng Yiping looked at everyone, "For top chip manufacturers like Intel, technology will never be a problem,"
"The reason why ARM is successful and Intel's x86 architecture failed in the mobile field is that our ARM is open, while Intel has always been banned,"
"In the era of mobile Internet, they are still pursuing the Wintel duopoly model, which is the fundamental reason for the failure of x86,"
This monopoly and binding model is the main reason for Intel's previous success. Therefore, they can not only enjoy high profits, but also firmly control the most perfect ecosystem in the chip field at that time.
However, such a model means passivity and exploitation for downstream customers and partners. They naturally have no resistance to Arm's open business model that conforms to the characteristics of mobile Internet.
On the other hand, ARM is a matter of many people adding fuel to the fire, so it can quickly achieve such a huge success in the terminal and embedded fields.
"Therefore, what I am always worried about is that when Intel realizes this problem and makes great efforts to change, adapt to current needs, and learn from our strengths, then, facing an opponent like Intel that is strong in technology and has the same business model as us, will we be as relaxed as we are now?"
"The more prosperous the times, the more we should have such a sense of crisis, everyone," he said with some seriousness.
Although Intel did not seem to make such adjustments in the past, it is not the past now. Arm has been acquired by itself, so will Intel still be the same as before?
He really can't say for sure.
His words made Warren East look heavy.
Although Arm's success is inevitable, there is also a chance in the inevitability, or in other words, the influence of this chance factor is still quite large.
If it were not for the unexpected and unprecedented development of smartphones and other smart devices in recent years, how could Arm be more successful than Intel?
After all, the reason why Arm had the opportunity to develop was mainly because Intel really looked down on this area. At that time, the field on which Arm relied on for its rise was only a small matter for the entire market.
If Intel had paid attention to it from the beginning, it is very likely that Arm would have nothing to do now.
"Warren, so I think the safest way is to move forward in big strides before Intel has made any changes,"
"Considering our current achievements, we have done very well in our own work, and our foundation can be said to be very solid. So, I think our next step should be to focus on Intel's advantage field, that is, the server field. What do you think?"
"Yes, Feng, I agree with you very much," Warren East said immediately.
If you want to be invincible in the future competition with Intel, it is best to expand and strengthen your own professional direction while also making great achievements in the field where the other party is best at.
In the server field, that is, the server CPU field, Intel currently also occupies a dominant position, and the gross profit margin of this field has long made Warren very jealous - it is said that the gross profit margin exceeds 70%.
"Under this premise, the Chinese market will be a good breakthrough," Feng Yiping said, "With the development of cloud computing and big data, China's demand for servers is also increasing."
"But because of the monopoly, we have no bargaining power at all. The information I got shows that last year, China purchased servers that accounted for a quarter of the global market, but the purchase amount accounted for one-third of the market."
This can be said to be an example of what we buy and the price goes up.
"Is it so?" Lao Ma frowned, took the information from Feng Yiping and flipped through it, and finally, he could only sigh.
"This is also a good thing to a certain extent. Many domestic companies are ready to make a difference in this field. We should seize this opportunity and actively cooperate with them. My idea is," Feng Yiping drew a circle in the air, "to unite many Chinese companies and also establish an alliance, an alliance of servers based on the Arm architecture,"
"This will definitely be a very promising alliance. You see, we are determined to develop technology in this area, and the important thing is that we have a market,"
"It just so happens that most of the heads of these companies will come to the capital for meetings in the next few days," he looked at Lao Ma.
Lao Ma immediately raised his hand, "No problem, I will definitely assist Warren in meeting with them,"
He has always liked to do such things.
Feng Yiping picked up another document, "Arm currently has more than a thousand partners in China, which is not enough," he said, "We should be more active and open in the Chinese market,"
"It would be best if we could cooperate with thousands of Chinese software, hardware, middleware, operating systems, and various solution manufacturers and design tool manufacturers, open up licenses to them, and jointly form and promote the development of a huge high-tech ecosystem that even Intel feels powerless,"
"Warren, next, I hope you can also meet with some of the representative company leaders and set a large framework as soon as possible,"
"There must be a sense of urgency," Feng Yiping stood up and shook Warren East's hand, "I hope you can also come up with an outline as soon as possible and report to everyone at tomorrow's expanded meeting,"
"I know Feng, in addition to explaining the prospects to everyone, the main thing is to explain to everyone the support we need," Warren East said, "I'll go prepare it now,"
He was a little emotional before, but now he is full of energy...