2008-11-14

First, take the saving message of the road

I am often asked, foreign companies invested billions of dollars each year, thousands of people in R & D team, and we came only a hundred staff, only a few tens of millions of funds, how large foreign enterprises have done it? This problem has troubled us for a long time. Later we found were some superficial phenomenon gains, and thus has come to the small and weak can not overcome the powerful conclusion. In fact, history is weak in the ongoing fight against powerful persons in the process of development has been decided one thing or the success or failure of an organization does not lie in front of it strong, but in this case or whether the organization in line with the trend of historical development, Whether the majority of the people¡¯s support. That is why the weak can defeat the Communist Party has made strong KMT regime; because of this, the 1980s small companies to overcome Intel¡¯s powerful IBM as a leader of a group of the CPU market. Chairman Mao told us long ago: A single spark can start a prairie fire.

In fact, the strong and weak is relative. Now a strong, if the loss of the advanced nature of the future may not be strong; weak now, as long as advanced, it will gradually become strong. The future status by the state of the current and future import of the decision, which is the theoretical basis for the computer. LongXin for example, the state has been established, the key is how to enter in the future. It seems to me that as long as "the future of the importation of the" right, LongXin "future state" has the following advantages.

first, adhere to the majority of the people into the information services position, LongXin advanced. The purpose of the development of LongXin processors are: adhere to independent innovation, in the field of information technology through independent, reliable and secure processor design, for the strategic needs of the national service; adhere to the majority of the people as information services, taking a conservation-minded Information of the road through the high-performance, low-cost, low-power processors designed to reduce information technology costs.

Foreign monopoly in the pursuit of huge profits that they could not determine the nature of the achievement of the Chinese people to information technology as a goal, they continue to upgrade computer products to force computer users to update the information-based approach is not in line with the broad masses of Chinese people and peoples of the Third World needs . China¡¯s monopoly in the West can not obtain profits of the National People¡¯s completion of the information, nor can the Chinese people of the whole nation through the completion of the pirated information technology.

The United States has more than 50% of people who already have a computer, and the 1.3 billion Chinese people, only 10,000 computer 5000-6000 (5000-6000 million this computer is faced with in order to run Vista and the fate of the all-round elimination). In China, only including the broad masses of farmers, the National People¡¯s information technology, real information technology. Chinese like Americans can not learn from the villa housing as a standard, we should seriously consider whether or not the United States continue to give us information of the designated roads. For example, in accordance with the current model, 5 million computers need to consume 5 of the Three Gorges electric power station. Chinese people can only walk with Chinese characteristics, saving the sustainable development of information-based road must have its own core technologies to substantially reduce the cost of information technology.

Mainstream PC processor line technology in the 150-500 dollar price range continue to improve the performance advantage of Moore¡¯s Law; consumer electronics line technology is applicable in the performance of continuous use of Moore¡¯s Law to reduce costs. LongXin-line technology at the lower price range (for example, 15-50 dollars), as well as the scope of power (such as W 3-5) with the use of Moore¡¯s Law constantly improve performance. Computer application is mainly reflected in two aspects. The first is to increase productivity, mainly low-end of the Internet, office, rural information technology, industrial control, industry application terminals; as well as the high-end solution to the enormous challenges of large-scale scientific computing. The second is to improve the standard of living, mainly in 3D games, including the entertainment. According to China¡¯s national conditions, the LongXin-positioning applications is mainly to increase productivity. Although the LongXin-low-power low-cost design as an important goal, not the pursuit of extreme performance, but as with the computer CPU, or the need to apply the performance, for example, most people believe that the performance of the Pentium III at 1GHz and 2GHz Pentium IV of Between (single-core performance of LongXin-2 or less in this area), most of the office for access to the Internet application is sufficient. At present, in this performance, cost and power consumption in the LongXin is a clear advantage.

LongXin¡¯s LongXin is to ensure that the advanced nature of the long-term growth. Location Loongson as a result of the above, and Longxin to make to ensure the application of the performance can go on the premise of low-cost, low-power line technology. In contrast, is essentially in pursuit of profits targeting foreign monopolies can not be sincere in taking the road of low-cost information technology, they have the burden of history.

Second, technology and market transformation in favor of LongXin-play advantages to achieve development by leaps and bounds. At present, the development of high-performance CPU GM is facing a technology transition. The continued rapid development of Moore¡¯s Law; the popularity of the Internet is changing the computer model of the application; frequency of the supremacy of the computer processor design is the end; performance per watt, following after the cost is becoming a major computer design. These technologies for the transformation of our country in the next few years to play the advantage and open a new path by leaps and bounds to achieve a breakthrough innovation opportunities.

"Five-Year Plan" period, we adopted the LongXin-2 has developed across the innovation, the "11th Five-Year Plan" period we have, through the development of the LongXin-3 to achieve greater innovation across. If the LongXin-1 is the first step in the fog, but also do not see the shadow of the pioneer; LongXin-2 after we have completed over a number of colleagues, to see the leader in the background; then LongXin-3 will be completed by the We have to make great strides to catch up with and exceed leader. LongXin-3 will continue to adhere to low-cost low-power line technology, to ensure that appropriate and to raise more than GHz frequency on the basis of the lower power consumption and cost as a major indicator of the design. 4 for the LongXin-3 nuclear power 5-10 watts, 16, of the nuclear longXin 3
20-30 watts power consumption.

In contrast, the monopoly of foreign companies have greater historical burden, not a big boat U-turn. These historical burden they can not really decide to take the path of low-cost information technology. For example, Intel recently launched the Classmate PC is very attractive, so we think Intel should have a low-cost routes. As long as we have a balance on current account, we can see that Intel is just no alternative under the spoiler¡¯s move, the computer on the premise that the traditional mainstream computers do not have an impact. Intel annual sales of more than 100,000,000 chip CPU, sales of 350-400 million U.S. dollars, the average price per unit is more than 200 U.S. dollars, gross profit should be 150 dollars. Assumptions for Intel to launch low-cost computer for the price of 20 U.S. dollars around the CPU, gross profit per unit is about 5 U.S. dollars a year selling 200,000,000, sales of 40 billion U.S. dollars, gross profit of 10 million. If the 200,000,000 sales of low-cost chip does not affect the original film more than 100,000,000 chip sales, Intel is willing to do; but if this 200,000,000 low-cost chip sales make reduce sales of other processors in 2000 10,000, while sales of Intel¡¯s mainstream product by 40 billion dollars in profit by 30 million. Therefore, Intel is wisely Classmate position in the emerging markets (emerging market), they will not allow the business to its mainstream business impact. The problem is that we can not afford the time, Intel can indeed confirm that the above-mentioned rules of the game; but when we have the ability, the wishful thinking of others to determine the rules of the game may not be on the soul. Since we can have a price of 20 U.S. dollars applies to the performance of the CPU, why should we follow other people to play out constantly, constantly upgrading the game?

For Intel, as such a big business, the people on the advantages of both a team of engineers, but also a disadvantage. On the one hand, there is a sufficient profit Yang Zhao such a team must follow compel Intel¡¯s high-profit routes in the past; on the other hand, the technology used to engineer as well as the organization that once formed, will form a inertia. Intel and other historical burdens, such as Intel would like to have been adopted by the Itanium processor, X86-compatible off the historical burden, but Shayuergui and AMD so that take advantage of the drill, badly hurt.
(To be continued)