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Ren Zhengfei: The chip is in a hurry and the stock market is too big to exaggerate

via:博客园     time:2018/7/4 18:02:18     readed:85

任正非:芯片急是急不来的,股市为了圈钱夸大太多

Huawei's Xinsheng Community announced a letter from the president of Huawei earlier, mainly because Ren Zhengfei answered some of Huawei's directors and some of the lectures of the European Institute. The content mainly focused on the Sino-US trade war and how Huawei is in this international context. response.

Ren Zhengfei believes that the Sino-US trade war can't be played, the dependence is great, there will be no strong conflicts, and they should compromise each other.

He further emphasized that China's biggest weapon is the consumption of 1.3 billion people. China has opened up its finances, opened up the manufacturing industry, and lowered the tariffs on daily necessities and luxury goods related to people. There are still many areas that will develop road signs to open up a little bit to accommodate the world's “water”. Therefore, I believe that the Sino-US trade war will not be able to fight and should compromise each other.

It is reported that Huawei will purchase Qualcomm's 50 million sets of chips this year and will continue to maintain good cooperative relations with Intel, Broadcom, Apple, Samsung, Microsoft, Google and Qualcomm.

In basic research and development, Huawei will continue to increase investment. For example, Huawei's total R&D expenditure is 15 billion to 20 billion US dollars per year, which can be 20-30% more, so that there are 3 to 4 billion US dollars per year as basic research investment.

Talking about the gap between China and the United States,Ren Zhengfei said that it is estimated that in the next 20-30 years, even 50-60 years, it will not be eliminated, and the ability of the United States to lead the world is still very strong. However, Huawei wants to narrow the gap to “Will Huawei survive”. This was the minimum program in the past, and now this is Huawei’s highest program.

As for privacy, Ren Zhengfei said frankly that in the past, Huawei had made efforts to include cyber security and privacy protection as priority projects. In the future, Huawei should make cyber security and privacy protection the company's highest goal and ensure that users' interests are not violated.

The following is the full text of Ren Zhengfei's speech at Fellow and some European Institute seminars.

Participant: I want to hear your views on the Sino-US trade war.

Ren Zhengfei: China and the United States have great trade dependence and will not be in strong conflict. And before the second meeting between China and the United States, China successfully signed ten agreements with Japan. No one would think that China and Japan would suddenly embrace each other. So who knows China and Germany, France, Britain, Africa, Asia Pacific …… Will not embrace? If every country wants to gain its own interests and strengthen trade with China, then do you have more opportunities?

The biggest weapon in China is the consumption of 1.3 billion people. China has opened up its finances, opened up the manufacturing industry, and lowered the tariffs on daily necessities and luxury goods related to people. There are still many areas that will develop road signs to open up a little bit to accommodate the world's “water”. Therefore, I believe that the Sino-US trade war will not be able to fight and should compromise each other.

The United States is very powerful in science and technology. It is a society ruled by law. The protection of intellectual property rights is very perfect. The respect for talents makes the innovation power very powerful. CDMA wireless technology began in the 1940s and applied research in the field of communications. The United States entered its climax in the 1960s, when I was just entering college. It took only a few years for our company to enter the wireless communication research. We only started to work on products and projects.

The 5G standard is the result of the joint efforts of all mankind. It is promoted by dozens of companies, tens of thousands of scientists and engineers all over the world and efforts for more than a decade. Huawei is only one of the more hard-working ones. The road behind is still very long, and I don't know if we can keep up with it. We only recognize the advanced, know the strength of others, and know that we respect the creation of others. Even if we are truly ahead, we will allow others to be fair and non-discriminatory. We will never use our strengths to extort the society, nor will we extort other countries or other companies.

We still have to buy 50,000 sets of Qualcomm chips this year. We will never go against each other. We are all creating for humanity. We will always be friends with Intel, Broadcom, Apple, Samsung, Microsoft, Google, Qualcomm … …

I hope that your scientists will lead a larger successor team and strive to charge. Like the United States, there are so many advanced factors and advanced theories that we can make our black land more fertile, and we can make advanced products, serve human society, and survive ourselves. Come down.

Participant: Do we have any plans to alleviate the fear of importing parts from the United States?

Ren ZhengfeiFirst of all, we must continue to make heavy use of American components. This is to take advantage of the achievements of human civilization, and the United States also needs the market to support its industrial development. We are buyers, as long as we treat suppliers well, we will become friendly partners.

We also need to strengthen the investment in basic research, and hope that the cost of basic research will be more than one-year, from 20% to 30%, from the total R&D expenditure of 15 billion to 20 billion US dollars, so that there are 3 to 4 billion US dollars per year. Left and right as a basic research input.

Second, we hope to substantially increase funding for university-related professors and world standards organizations. With hundreds of standard organizations and platform organizations around the world, we can raise some membership fees to better support the world organization.

One of the purposes of making money for Huawei is to benefit the human society. Supporting standards organizations and platform organizations is also beneficial to human society.

We support university professors to do the day after tomorrow's exploration and research. More than 10,000 people who do basic research in the company mainly do tomorrow's "know-how", "know-how"; this thing is the need for Fellow to see clearly and understand the thoughts and theories of external scientists, to guide the way, let our experts, Young people come to do research. Research is to turn money into knowledge, and development is to turn knowledge into money. You are a thought leader and a theoretical leader, so you can change your workload and let the company move forward very well.

As for the gap between us and the United States, it is estimated that the next 20-30 years, or even 50-60 years, will not be eliminated. The United States is still capable of leading the world. However, we have to narrow the gap to “we want to survive”. This was the minimum program in the past, and now this is our highest program. Keep your mind clear at all times, don't be a little successful, and you will be motivated.

In the past, we have made efforts to include cyber security and privacy protection as priority projects. In the future, we should make cyber security and privacy protection the highest goal of the company and ensure that the interests of users are not violated. Maybe the product cost will be higher, and things can be sold more expensive.

Participant: The company's vision is very good, but there are problems with the specific implementation below, and it is everywhere?

Ren Zhengfei: We have to change. In the past, they required external professors and scientists to provide deliverables in order to be reimbursed. Scientists know what is called delivery! In 2012, employees in the lab had to write a cup of coffee to write down their expenses. To change, based on trust management. Let the scientist's power be used on the charge.

Zhu Guangping: In the past, we had to write a business report for all business trips. In the past two years, we have relaxed.

Ren Zhengfei: You must be shelled. If you feel that the company still has problems in the system and methods of basic research, you can make comments. We will sincerely absorb and make serious improvements step by step in order to promote the company's development. Just like the summary of the critical opinions of the General Manager on the Human Resources 2.0 General Workshop, I directly bombarded me in the community of the heart, and I took the mistakes to myself. “I was wrong, I changed”. An excuse for reform. There is no need to appease anyone, and the reform is so great that this is the benefit of shelling yourself.

Participant: Based on the news we have seen, China should increase its investment in silicon and semiconductors regardless of the Middle East event or the China Manufacturing 2025 plan. Nowadays, more and more start-up small companies in China are emerging like mushrooms, but the competitiveness of large American companies far exceeds that of small ones. I want to ask our strategy, what do we want to do to better protect ourselves? To make us more reassured, or let us not fear the competition of start-up companies.

Ren Zhengfei: Huawei still has to continue to learn in a down-to-earth manner. In the past 30 years, we have been aligning with dozens of people from a “wall of the city” to hundreds of people, thousands of people, tens of thousands to 180,000 people. They are all aligned with the same "wall wall", charging, attacking this "wall wall" "cannonball" has increased to nearly 15 billion to 20 billion dollars per year, few listed companies in the world dare to To invest in the same “wall wall” as we do, we must believe in our ability to lead the industry. Some of our research institutes have already broken through on a single point, leading the world. We must continue to make breakthroughs in the same direction on the basis of breakthroughs on a single point, and gradually pull horizontally. In the next three to five years, we are Be confident to stay competitive.

Of course, we may also have some difficulties and some hardships. At that time, the value of Huawei's internal stocks may fall. I hope that you will not honor them. As long as we move forward on basic research and break through in a narrow direction, it is possible to play. We have nearly 80,000 patents granted, many of which are basic patents and core patents. This is a contribution to humanity and certainly a contribution to the information society of the United States. High-tech is not a basic construction. It can be successful to save money. It takes a long time to start from basic education. Our company is also in a hurry.

Compared with small companies, we are not flexible. They are new forces and have strong motivation and desire. We are the leader, the leader's responsibility is to run the fastest, otherwise it will be caught up. It is a pity that the existing laws and standards are coming to an end. The development is already in the saturation section of the curve. We are not running fast, and we are worried about it.

The chip is in a hurry, not only the process, equipment, consumables, the stock market in order to circle money, exaggerated too much. We still have to be down-to-earth. We know that we are far behind in the cloud and artificial intelligence, so we can't catch up in a bubble. On these issues, we need a strategic plan with a higher vision.

Fellow came from the combat team. I hope that you can digest the world's more advanced civilization and turn to look at the stars. The world is full of changes. When we understand it, it is no longer scientific. Only you can understand what the future is like. We must dare to innovate on the assumptions, innovate in the direction, and innovate in ideas, theories, technologies, and business models. Implement multi-path, multi-step, multi-scene offensive methods. Dare to break through at a single point, horizontally pull through, and gradually platform. We must dare to invest and die after death.

We must stand on the day after tomorrow and look at the future from today. We must also find the coincidence of tomorrow's technical curve and the peak of the business demand curve. This is our strategic opportunity, as our blasting attack, “the wall of the city”. Of course, this “city wall” also changes with time and demand. “The correction of gunfire& quoquo; is the responsibility of our strategic planning.

Participants: Now Tesla seems to face a contradiction. On the one hand, it is going to be innovative and subversive. On the other hand, it faces challenges at the commercial level. Are they looking for a vision for the future?

Ren Zhengfei: Let those new seedlings grow up for those who have real whimsy and who may have scientific and reasonable ingredients on the main channel. We must be tolerant of our exploration of the future. We still have to be tolerant of innovation and tolerance failure. However, Huawei requires that the direction be roughly aligned with the main channel. Scientific research, without waste, there can be no success. Huawei has come to this day, our success rate in product research should not exceed 50%, which is equivalent to the waste of billions of dollars every year, but cultivate a large number of senior generals to grow up.

Musk's combat surface may be too wide and should focus on a narrow battle surface.

We must be tolerant and fail to be innovative. Double tolerance: First, scientists must have some correct attitudes toward evaluation. Sometimes scientists will suffer a little wrong, but please be more tolerant of the organization, as long as life is decent; second, our evaluation of scientists It must be relatively reasonable, not too emotional, and it should be reasonably encouraged for the unsuccessful moment, so that you can accept it. We must affirm your contribution, and you must also tolerate the company's lack of special evaluation in one stage.

We must continue to be tolerant. If the United States does not give us elements, we need to create the elements ourselves. The synonym created is failure, and the failure may be more.

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