Ren Zhengfei: There is not so much market space for 5G now. Overheated hype

1. Ren Zhengfei: HUAWEI is not alone in his calculations. The big business is very ill; 2. Ren Zhengfei: Now, 5G does not have such a large market space and the hype is overheated. 3. India is the world’s second largest mobile phone manufacturer with 11% share. 4. Apple: The Modular Mac Pro will be available for sale in 2019; 5. Dajiang’s latest financing valuation of US$15 billion exceeds the plan nearly 30 times for nearly 100 subscriptions; 6. Zuckerberg frankly does not resign: The company I created. I'm responsible

1. Ren Zhengfei: Huawei is not alone in his decision. The big business is very sick;

Collection of micro-nets April 5 comprehensive report

Last year, "Do not let Huawei run" articles brushed friends circle, Huawei in the end will not run? Huawei Ren Zhengfei give a clear answer.

On the afternoon of April 4, the Shenzhen Municipal People's Government and Huawei Technologies Co., Ltd. signed the 'take root in Shenzhen and look forward to the future' cooperation agreement. Including Party Secretary Wang Weizhong, Mayor Chen Rugui, Huawei CEO Ren Zhengfei witnessed the signing.

According to the agreement, the Shenzhen Municipal Government will continue to deepen the business environment reform and actively provide quality assurance and services for Huawei's business development. Huawei will increase investment in Shenzhen to realize the industrialization of new technologies and new businesses in Shenzhen. Building an international headquarters.

In the interview after the meeting, Ren Zhengfei stated that we have never thought of relocating. Our headquarters base will always be in Shenzhen.

It is reported that when Ren Zhengfei was interviewed by Xinhua News Agency, Nandu and other media, he also answered a lot of curiosity and sensitive topics.

Technical aspects: 5G may be overheated, business focuses on the main channel

Ren Zhengfei said that in the field of artificial intelligence, we mainly do basic research to improve internal management. If we want to apply it to products, we still have a long time and distance. In terms of cloud computing, Huawei actually does not do business content. Just make a basic platform.

For 5G technology, Ren Zhengfei said that advance research in science and technology does not mean that social needs have already been generated. 5G may be overheated. I don't think that 5G has such a large market space, because demand is not fully generated. 5G, How many cars can be drone now? In fact, ships, airplanes, etc. have already achieved pilotless driving, but if the pilots are not on the plane, would passengers dare to go on the plane? This is the reason. System engineering does not have a bellmouth. Problems that can be solved.

Ren Zhengfei also stated that we will not do diversified business and will always focus on the main channel. In the next two to three decades, I may not have lived in the world, but I believe that later leaders will still insist on focusing.

Management: Huawei has a big business. It's not that I'm alone.

Ren Zhengfei believes that Huawei's big corporate disease should be very serious. The purpose of the 2.0 version of the Human Resources Management Program is to criticize ourselves. How can we streamline our organization and increase efficiency? Senior management criticizes ourselves and we say that management of people once It is scientific management. How do we become a mathematics manager? This is a rigid dogma. The institutions are too big and too heavy.... The board members took the lead in the shelling of Huawei and promoted the company’s alertness. Of course, solving these problems is not a matter of overnight. , and then a little bit of reform. As long as we see the direction, we can slowly reform and improve efficiency.

He also mentioned in the interview: 'Last year our company had an event called 'Phoenix Burning Dead'. At that time, many senior management staff were dealt with. Many people downgraded by two levels. I was also one of the subjects to be executed. The CEO has been disciplined. Why? It is to use this to warn us that our company management needs to be more scientific.

In addition, Ren Zhengfei also explained the recent personnel adjustments for Huawei’s board of directors. He said: “The three rotations of the chairman of the board of directors take the rotation to avoid the “great chaos” and to prevent the loss of outstanding cadres and outstanding talents.

He said, 'In the past decade or so, Huawei is a collective management decision-making mechanism. All decisions are not made by me. I only have the right to speak with others. I actually talk about my ideas. In fact, they sometimes do not listen, and many of my ideas It has not been implemented yet. So, I'll talk a few more times. Maybe they'll hear it in a few years?'

According to him, the three chairmen of the rotation are the top leaders of the company during the duty period and have the highest power to handle their daily work. However, they are subject to the collective assistance and constraints of the standing board of directors, and all documents need to be approved by the vote of the board of directors; The rules govern the power of representatives of holding employees to vote on governance rules and major issues. The power of the highest group of leaders is governed by the rules; and the board of supervisors supervises the behavior of the board of directors. The highest authority supervising the highest authority is placed on collective leadership. , The rules follow, the constraints of the behavior of the cage, in order to form a cycle.

Ren Zhengfei rarely accepts media interviews. Outsiders think that he is one of the most mysterious and low-key bosses. But Ren Zhengfei said this time: 'I don't take a low-key attitude. Actually, I speak internally every day. Speeches are sent almost every day.

2. Ren Zhengfei: Now that there is not so much market space for 5G, hype overheats;

Huawei recently displayed a 2017 report card, which achieved a global sales revenue of 603.6 billion yuan, a year-on-year increase of 15.7%. The figures are bright, but Huawei CEO Ren Zhengfei believes that Huawei is just a carrier that just set sail.

How will Huawei move to the future? When will 5G commercial come? How should Chinese companies seize the opportunities in the era of artificial intelligence? Xinhua News Agency reporters and Ren Zhengfei face to face.

Focus on the main channel: Network continues to streamline R&D investment

Reporter: In recent years, Huawei's investment in R&D expenses has accounted for about 15% of sales revenue. Which future innovation areas will Huawei invest in?

Ren Zhengfei: It is mainly basic research on the main channel, part of basic research and applied research on artificial intelligence. Breakthroughs in artificial intelligence are mainly algorithms, calculations and data. These are very difficult to break through. We follow the world's investment. Synchronize the development of the world.

In the field of artificial intelligence, we mainly do basic research to improve internal management. If we want to apply to products, we still have quite a long time and distance. For frontier science, R&D implements the first 'open shot', let the bullets Fly for a while'; seeing the clues and then 'playing a gun' can only be determined by small-scale research discussions; if the attack on the 'wall' requires the input of 'van Fritz ammo' (meaning the huge amount of ammunition invested at no cost Intensive bombing) by the collective decision of the management.

Reporter: 5G Commercial Acceleration. What is Huawei's layout on 5G?

Ren Zhengfei: Advance research in science and technology does not mean that social needs have already emerged. If social needs did not develop to the level we imagined, we would not have invested so much in meaning. Therefore, 5G may be overheated. I don’t think 5G is so big now. Market space, because the demand is not fully generated.

If unmanned driving requires 5G, how many cars can be drone now? In fact, ships, airplanes, etc. have already achieved pilotless driving, but if the pilot is not on the plane, would passengers dare to go on the plane? This is the reason. System Engineering There is not a problem that can be solved with a bell.

Reporter: Will Huawei be diversified? Has a new layout in the new economy?

Ren Zhengfei: We are talking about the pipeline, just the flow of traffic. The terminal is also the pipeline, it is equivalent to the 'faucet', and the enterprise business is also the pipeline. Our technical theoretical architecture model will implement the 'Moore's Law of Decreasing Cost Per Bit' and doing network The continuous simplification of the network. The result of continuous network simplification is that our sales revenue will continue to decrease, but the entire community will benefit. Huawei Huawei has been doing this for so many years. We are constantly declining and we need to do basic science. A larger study. But we will not do diversified business and will always focus on the main channel.

Rooted in basic research: Sooner or later, the house on the beach will collapse, and it will become a black earth in the northeast

Reporter: What are the shortcomings that need to be filled in technical research?

Ren Zhengfei: To engage in the manufacturing industry must be solid, rely on speculation, not to speculate on real estate, mathematics can not be 'fried' out, it takes decades of effort. Artificial intelligence can not be built on the beach, this 'house' sooner or later will be Collapsed. The basic algorithm of artificial intelligence, computational power, data, At present, our first two studies are still weak, and light and strong data are not enough.

For example, 5G has two key technologies: long code and short code. Long code is a coding method written by a professor in the United States in 1964. Short code is a coding method written by a professor in Turkey in 2008. Around these two equations, for decades, Tens of thousands of people in companies follow research and become standards, and it's difficult to know how to do it.

Reporter: Many companies are doing cloud computing. How does Huawei make features?

Ren Zhengfei: In terms of cloud computing, Huawei does not have business content. We just do a basic platform. This basic platform is like the dark land in the northeast. Everyone can plant crops above it, 'soybeans' 'gaochun' and 'safe city' 'cars. '... In fact, Huawei cloud is a collection of ten million content. The transformation of 'land' is also difficult. Until this year we couldn't say that we really did this platform. Transmission and switching are not platforms, but it is the foundation of the platform. Huawei Connected to more than 170 countries and regions in the world, more than 1 trillion U.S. dollars worth of online stock exchanges have been converted into platforms to allow all the 'crops' to grow. This is an ideal for us.

Self-innovation: 'Phoenix is ​​a bird that burns is not dead' and it makes itself more realistic

Reporter: The annual report shows that Huawei's performance in 2017 was very good. Why is there management accountability?

Ren Zhengfei: Actually, we didn't do well. Last year, our company had an event called 'Phoenix Burning Dead'. At that time, we had dealt with a lot of senior management personnel. Many people downgraded two levels. I was also one of the targets of the penalty. The rotating CEOs are all punished. Why? This is to warn us that company management is going to be more scientific.

Reporter: Will you worry that Huawei will have a big business today when it comes to the mass of today?

Ren Zhengfei: I think that we should be very serious in the current big business. The purpose of the 2.0 version of the Human Resources Management Program is to criticize ourselves. How can we streamline our organization and increase efficiency? Senior management criticizes ourselves and we say that people once managed All of them are scientific management. How do they become mathematical management now? This is the rigid dogma. The institutions are too big and too heavy.... The board members took the lead in the shelling of Huawei to promote the company’s alertness.

Of course, solving these problems is not an overnight event. It first shells and then a little reform. We can gradually reform and increase efficiency as long as we see the direction.

Reporter: In the past, when Huawei was mentioned, Huawei would say that it was a 'wolf culture'. Did you mention less in these years?

Ren Zhengfei: We will always be the wolf culture. Some people may understand the interpretation of the 'wolf'. This is not the original meaning of our anthropomorphization. First, the wolf is very sensitive and smells the opportunity to rush forward. Second, the wolf has always been a group of people. The wolf struggles, not individual heroism. Third, it may be difficult to eat meat, but the wolf is indomitable. These three points are positive for the struggle.

Rooted in innovation, rooted in industry

Reporter: It is often heard of Huawei's 'relocation' rumors. How does Huawei plan for the next step?

Ren Zhengfei: We have never thought of relocating. Our headquarters is always in Shenzhen.

Reporter: Before you mentioned the relationship between enterprise reform and innovation, how should technology companies promote reform?

Ren Zhengfei: I believe that the country will be more open. First, through openness, so that more people can come in, companies can compete fairly in an international environment. Second, now, the economic development environment is very good, adhere to the rule of law, marketization The road can hold up the company's ideals and dreams. Today, we are doing a good job of protecting intellectual property rights. The better we do this, the more originality will be, and the innovation will be unlimited.

(Source: Xinhuanet Original title: Huawei, What's Next? – Conversation Ren Zhengfei)

3. India has become the world’s second-largest mobile phone manufacturer with a share of 11%;

According to the Indian Financial News website, Indian officials said that India has surpassed Vietnam to become the second largest mobile phone manufacturing country after China.

According to the data released by the Indian Cellular Communications Association, last year, mobile phones made in India accounted for 11% of the world's total, which has far exceeded 3% in 2014. It is reported that in the 2017 fiscal year, the size of India’s smart phone imports has fallen. half.

The increase in the output of smart phones in India is mainly due to the expansion of local manufacturing plans by Chinese mobile phone manufacturers in India. According to statistics from authoritative agencies such as IDC, the share of Chinese companies in the Indian smart phone market has exceeded half, including In the quarter, Xiaomi exceeded Samsung Electronics for the first time, becoming the overlord of the Indian market.

In the past one or two years, the Indian government has gradually increased mobile phone import tariffs and the tax rate has increased to 20%. This prompted many Chinese companies to set up factories in India to produce mobile phones, including Xiaomi, Lenovo, Huawei, OPPO, vivo, Gionee, and ASUS. Wait.

4. Apple: Modular Mac Pro will be available in 2019;

TechCrunch’s Mattew Panzarino visited Apple’s headquarters. Apple disclosed that the redesigned Modular Mac Pro was released in 2019. The team responsible for redesigning Apple’s professional equipment provided Panzarino with some information about the Mac Pro and how Apple met the real The details of the needs of professional users.

The Apple employees who participated in the presentation included John Ternus, Senior Vice President of Hardware Engineering, Tom Boger, Senior Director of Mac Hardware Market, Jud Coplan, Director of App Product Marketing, and Xander Soren, Director of Music App Product Marketing.

Panzarino was told that the new Mac Pro will not come before 2019 because the product is still in development:

“We want to be more transparent and able to maintain more open communication with professional user communities, so we want to make them aware that Mac Pro is a 2019 product, not this year.”

Apple wants to make users aware that Mac Pro will not appear in 2018, so those who want to plan to purchase professional equipment such as iMac Pro will not hesitate to wait for the second half of the Mac Pro.

Details about the Mac Pro product itself are not disclosed, but Apple still plans to launch a modular device, as promised when it first disclosed to professional users last year. Apple reiterated that it will be a "completely rethinking" Mac Pro, a modular system. Apple also promised to bring a professional monitor at the same time.

Panzarino also stated that we will not hear any news about Mac Pro during WWDC 2018. He expects that Apple will be tight-lipped this year. MacX

5. Dajiang’s latest financing valuation of US$15 billion exceeded the plan nearly 30 times for nearly 100 subscriptions;

Sina Technology News April 5 morning news, Recently, Shenzhen Dajiang Innovation Technology Co., Ltd. released the latest financing results, financing valuation of 15 billion US dollars more than expected 30 times the subscription.

Previously, Dajiang’s financing quota was US$500 million, which later became US$700-800 million, while the latest plan was a financing scale of US$1 billion and the overall valuation was US$15 billion. At present, nearly 100 investment institutions have been received. The sum of the deposits and bids for subscriptions, the total sum of the subscription amounts has exceeded 30 times that of the original plan. However, behind this 30-times, they are harboring the embarrassment of investors.

This time, financing was seen by the outside world as a "preparatory listing" of DJI, and a combination of stocks and bonds (ie, a combination of Class D and Class B financing) was adopted. In this way, a certain amount of equity was also subscribed. A certain amount of creditor's rights is subscribed for, and the bond has no interest for 3 years overseas.

For example, if an investor promises 90 million interest-free loan financing and 10 million class B equity financing, the possibility of him being selected by DJI is much greater than the 50 million interest-free loan financing + 50 million B shares. Financing.

For investors, let the investment institutions that want to participate in financing come up with more sincerity and are willing to invest in a proportion of D-class interest-free loan financing before they are eligible to receive B-class equity financing.

It is reported that on April 3, the first time to announce the highest D $ 500 million (the highest subscription amount of a single institution), the average D (debt) / B (share) subscription ratio is 1.29, that is, $ 10,000 B shares correspond to $ 129,000 D debt.

Why do we use 'bonds and bonds' as the financing method? According to the China Securities Journal, a document obtained by Zhongzheng Jun shows that DJI believes that the first round of bidding methods may have potential loopholes: As the information is not transparent Some investors may learn that other investors have the highest proportion of D/B subscriptions, and most investors do not know.

To repair this loophole, DJI will adjust the method in the second round of bidding.

The above information shows that the second round of bidding bidding for DJI is tentatively scheduled for a period of three weeks and ends at 5 pm on April 20th. The company will announce to investors the current bid before April 4th, 8th and 15th, 4pm. The average D/B subscription ratio with the highest D/B subscription ratio of 500 million U.S. dollars for reference.

DJI may also phase out investors whose D/B subscription ratio is at the bottom of the list every week.

In response to this issue, Sina Tech confirmed to DJI Innovations that it has not replied before the press release.

6. Zuckerberg frankly does not resign: I am responsible for the company I created.

SAN FRANCISCO, Beijing time April 6 morning news, on the day that Facebook announced the 'Cambridge Analytica' data scandal, 87 million (more than Facebook's 50 million previously acknowledged) users of the data were stolen the same day, Company CEO Mark Zuckerberg stated that he is still the right person to run the world’s largest social networking company.

“The essence of life is to learn lessons from mistakes.” Zuckerberg said in a conference call with media reporters. “That's my responsibility, after all. I started this company and I run it. I'm responsible.'

The background of this unusual conference call held by Facebook is that the company is facing many pressures: the 'change' of advertisers, the anger of the legislature, and the improper handling of user data by the company in the 'Cambridge Analysis' scandal. Dissatisfaction.

These pressures began in mid-March, when Facebook acknowledged 'Cambridge analysis'. The London political data company improperly obtained personal information from more than 50 million users. At that time, it was reported that the 'Cambridge Analysis' used this data globally. The election and political campaign exerted an influence. On Wednesday, the incident continued to ferment. On that day, Facebook chief technology officer Mike Schropfer published a blog post saying that it was acquired by 'Cambridge Analysis'. The number of users is much larger than previously expected.

People in the industry pointed out that the core of this scandal is not Facebook’s mishandling of user information, nor does it depend on what people did. The key issue is that for Facebook, which has a monthly active population of 2 billion people, Is the company still worthy of trust?

Zuckerberg has been clear, that is, he does not plan to resign from the Facebook CEO. So far, he did not dismiss anyone in this scandal, but claimed that Facebook is trying to willingly bear what has already happened. We are an idealistic, optimist company. 'He said, 'We now know that we didn't take enough steps before to focus on how to prevent abuse, and we didn’t think about how people would use these tools. To cause harm to others. '

He said that Facebook is now facing two central issues: 'First, can we control our system? Secondly, can we ensure that our system is not used to undermine democracy?'

If you want to solve these problems, Facebook will probably need to make some adjustments.

'It's not enough just to give people the opportunity to speak, we must also ensure that people do not use this opportunity to spread false information.' Zuckerberg said. He admitted that Facebook 'must ensure that everyone in our ecosystem will Protecting people's information.

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