Chapter 1097: Motorola's war

Hung up, the current chairman of Motorola, the son of the company founder Paul Galvin, 64-year-old Robert. Galvin sat quietly in the office for a long time.
Not long ago, he had just stepped down as the CEO of the company, which he had served for 30 years, and handed over this responsibility to his son Chris Galvin. He transferred himself to the chairman of the company, but the newly appointed Chris Obviously he lacked experience and confidence in how to deal with a certain delicate situation and asked his father for advice. Now, he is thinking about this important issue-the actual controller of the "Matrix" laboratory, the "Midoor" alliance is irrelevant. The core of the argument, that Chinese young man Eric. What does Tan's invitation to Motorola represent?
Since a person like the other party has sent an invitation, it is necessary for Motorola to respond. Out of courtesy and the most basic business etiquette, this meeting is also imperative-but the most critical question is obviously, what to talk about .
1986 was a year of violent turbulence in the global IT market. Two crucial wars were in full swing-the first was the DRAM war that reignited the semiconductor industry between the U.S. and Japan; and the other , Of course, is the battle between the "MM" alliance and the "Midoor" alliance that has just broken out for the future dominance of personal computing institutions.
Motorola is a natural participant in these two wars, and also played an extremely important role in both wars.
The war between the U.S. and Japanese semiconductor industries has entered the second stage. If divided by time, from 1975 to 1985, the battle that lasted for ten years called the "first DRAM war" has ended. , The U.S. camp collapsed across the board and gave up 90% of the global DRAM market. Whether it was the former giant RCA, Texas Instruments, Intel, and Motorola, they were all covered by the Japanese leading process technology, excellent quality control capabilities, and so The cost advantage formed is to throw away the armor and the wolves to rush.
Although the 50 leading semiconductor companies in the United States have secretly united and formed an alliance to deal with the competition from the Japanese people, the final result is that the Japanese people took the lead in launching the mass production of 256KBDRAM. They used three-layer polysilicon and Redundant technology and other new technologies have pushed the number of transistors integrated in a single chip to an incredible number of 555,000, which is at least one year ahead of Americans!
Until the Americans changed their tactics.
Can't beat the market, then change to another method.
Since this is a war, it must be multidimensional, right?
As a result, with the help of the entire US semiconductor industry, in 1986, the "Wami Semiconductor Agreement" was released, and this was only one of the countermeasures.
On the other side, the Americans also picked up the Anglo-Saxon's ancestral craft-the equilibrium policy. They took a fancy to the gradual rise of South Korea, not only transferred all DRAM technology to it, but also opened up the domestic market. For 5 consecutive years starting in 1980, it has assisted the South Korean semiconductor industry led by Samsung Electronics with a total of 2 billion US dollars!
Jiang Jidong, a South Korean semiconductor engineer who returned to China in 1974 and helped South Korea lay the foundation for the semiconductor industry, worked at Motorola before returning to China!
Robert. Galvin knows this Jiang Jidong’s mission, and also knows the US semiconductor industry and Wall Street’s interests in these semiconductor companies in South Korea and their strategic goals. Now, on the side of the Japanese people, they have finally cultivated An agent, an opponent willing to bet on the power of the whole country to compete with the Japanese.
The Japanese people were obviously aware of the growing threat from South Korea. Soon after the "Wami Semiconductor Agreement" was signed, they immediately united and launched a "blitzkrieg" against South Korea, which drastically reduced the output of 256KDRAM chips. The price of goods, the initiative to provoked the second DRAM war, the South Korean people were caught off guard, and several major semiconductor factories were faltering for a while. You know, until the beginning of this year, the South Korean talents had just mastered the mass production technology of 256KDRAM chips, and they started to small. For large-scale tape-out production, neither the yield nor the cost is competitive, and similar products of the Japanese have been on the market for 24 months!
For this first war, although the South Korean agent in the front was in front of the camp, Motorola, who had experienced the failure of the "First DRAM War", also invested too high a cost for this, and it can be said that there is no return. Retire, in any case, you have to bite the crown and go down. In comparison, the second war is more dangerous.
The "MM" alliance was originally born a year later than the "Midoor" alliance, and the "Midoor" alliance took full advantage of this year. Not only did it gather a large number of PC manufacturers with the original X86 architecture, it even moved Intel and AMD has also joined the camp and used the supply chain relationship between these two companies to leverage IBM, the industry hegemon, to launch a personal computer based on the MIPS architecture and Idoor operating system, which has the momentum to dominate the market.
Especially Apple, this customer was originally a die-hard fan of Motorola’s CPU, but after Jobs left, he embarked on a completely different path of development. In the Macintosh computer launched this year, MIPS CPU was also used. This, It is undoubtedly a huge loss for Motorola!
In this bad situation, Motorola was forced to use the last trick, Robert. In his last year as CEO of the company, Galvin commanded the last battle of his life. With his appeal, he won the last partner, recruited frustrated Microsoft, formed the "MM" alliance, and hesitated to give up The consistently high-profit business model that dumped the previous generation of CPUs to the market at a low price. This move really attracted a large number of customers who have low performance requirements but are particularly sensitive to costs, and finally let the new "MM" alliance gradually stand Stabilize your heels.
And at this time, that Eric. Tan came to the door, and he asked to meet Motorola, so what would he want to talk about?
Convince yourself to let Motorola dissolve the "MM" alliance and join "Midoor"? That is impossible. I am afraid that the most imaginative people will not try to do this. The competition between the two structures is originally a life and death. The competition is the same market cake. , Unless one party withdraws or falls forever, otherwise, this war will not stop, Robert. Galvin believes that both Eric and himself should understand this very well.
After much deliberation, he decided to see the legendary IT newcomer first. In any case, this is also a respectable opponent. Besides, in this war, although our side is temporarily at a disadvantage, He still has enough cards to play. Who will be the winner is not yet known, is it?