Text: Mobile Internet and cloud computing sub-forum

Sina Science and technology news March 25 afternoon, 2012 China (Shenzhen) It understanding of the Summit is officially convened today, the image of mobile interconnection and cloud computing forum site.

Left: Wang Weijia Wireless President of the United States, China Broadband Capital Chairman Tian, Fortinet founder Xie, Kingdee Group board Chairman and CEO Shaochun, Technicoler Special Arts group Greater China President Wu, Yulong Communications chairman and President Guo Deying, ARM China President Wu Xionghang ( Weibo).

Wang Weijia: Please take a seat, this forum is mobile interconnection and cloud computing. I am the host of this forum, my name is Wang Weijia. Let me introduce our guests: Chairman of China Broadband Capital, founding partner Tian Fortinet, chairman of the Board of Directors of Kingdee International Software group and chief executive officer of Shaochun, Technicoler Special Art group president of Greater China, Wu Communications chairman and President Yulong Wu Xionghang, president of ARM China region.

Today's forum is a very strong lineup, if we put mobile interconnection and cloud computing according to a simple division, make it easier to understand, cloud tube end, cloud including cloud infrastructure and cloud applications, Tian and Xie are more cloud infrastructure and basic technology. Of course, there are many applications in the cloud, less spring is the application of the management, mainly by operators, today, the Chairman of the Asia letter is also to attend, Wu always more in the end of this aspect.

In the field of cloud computing, I read a lot of lectures, one day after listening to Tian, I understand, but once again invited the world's famous technical experts for two hours, I was confused, no matter how, cloud computing in the unstoppable trend toward us. First, ask Tian to talk about what your fund and cloud industries are doing.

Tian: I'm trying to talk about it. There are still two views on cloud computing, including Minister Miao, who says that cloud computing is overheated everywhere and becomes a enclosure movement. The second view is that this is fundamental technological change, every change is in the debate, the suspicion of moving forward, you have to from a historical point of view, this trend has great logic. We used to compute because the network was very narrow and was concentrated in the IBM era. Later calculated on the desk, now because the broadband network is so powerful, my memory, calculation is not necessary on the table, we used to say that a long time must be combined, a long time must be divided, in line with this logic.

When we look at the Industrial Revolution, the Industrial Revolution was produced by the steam engine, and finally the industry economy was the invention of electricity that enabled power to pass. If the mainframe into a steam engine, the cloud is very much like electricity, electricity should be as simple and ubiquitous as electricity.

So big operation, ability to solve what problem, what problem needs millions of servers to solve? I think the most important application of cloud computing is the big data, the main touch power of cloud computing is the Internet, the Internet has brought unprecedented data. This data is different from the data that traditional it architectures are dealing with, and our traditional IT architecture deals with structured data. Tian spends a lot of money calling somewhere, very simple, a bit like Newtonian mechanics, and cloud computing is going to solve lots of very structured data, weather data, picture data, which are not too logical, much like quantum mechanics. So cloud computing to solve a set of computing system, is the past it architecture has not been resolved, is called unstructured data, large data problems. The understanding and understanding of the real world needs the combination of structure and unstructured.

Wang Weijia: What does big data mean to businesses and consumers personally?

Tian: For one example, large data applications, I am a shareholder in the US listed company, and I predict from a company what products have increased in New York after China Airlines to New York. From the traditional trading structure of data, such as credit card data and a variety of data combined. For example, tourism data, then weather data to carry out so-called information products. From another material, the industrial revolution of the data like the Industrial revolution of raw materials-ore, cloud material large-scale data center is a data smelting plant, through smelting, bleaching, production of a variety of products. So I think that cloud computing is an unprecedented structural innovation structure for it, and it has the management of what kind of server, what kind of structure, what kind of exchange. At the front desk, we look at a cloud that has countless terminals to take advantage of this data, and these end products are not just the elixir of the social network, it's not simply the acquisition of information, but a variety of products for decision making that give you more control over the future.

Wang Weijia: What is the difference between Chinese cloud computing and the United States, and what are the main things you do?

Tian: This change has given China unprecedented opportunities compared to the two changes in it, and this change is almost simultaneous. China and the United States are not the same, China's modern culture with traditional it architecture is difficult to solve, including traffic problems, education, medical problems, so China's technological change gives us the opportunity, this process is likely to build their own China's IT system. There is a service other is with arm chip design, next generation network equipment, next generation of storage, I feel more important is the birth of a new business model in China, based on cloud computing and large data generation business model, so that our understanding of the future more profound, so that we have more accurate judgment of knowledge. Based on this philosophy, we have invested in infrastructure over the past 3 years, from chips to servers that we don't want to ask, to narrow devices for a wide variety of terminals.

This realization is just beginning, I think the next 2-3 years will see the results, I think this change is an unstoppable force, no matter how we talk about him, and see this change brings us the business model and the power of innovation. Finally, I feel that in this process, the weather is more important than anything, as early as we do the Internet is not because we are smart, or have a lot of ability, when the good, when the internet has just begun, adhere to 10 years have achievements. I think the IT industry has this benefit, every 10 years there is a change, cloud computing is 30 years of unprecedented change.

Wang Weijia: Xie main time in Silicon Valley, these two years often return, our listeners want to know what the Silicon Valley mobile internet has the latest, the most fire, the most cattle things. We were in Silicon Valley 20 years ago, when China and Silicon Valley were very different, what do you think is the difference between Silicon Valley and China now? And speaking of your bank, cloud security, how does cloud computing affect network security?

Xie: The first question you said about cloud computing gives China a great opportunity to come together with the world's internet industry, the internet industry was invented 40 years ago in China. Cloud computing changes the structure of the Internet, from the beginning of the relatively early in the IP, a set of systems, including DMS and other certification systems, cloud computing to many manufacturers, many users more equal opportunities to do business in the entire global area. Now, from what I feel, now there's hardly a lot of data now in some areas like mobile internet I came over to see a lot of mobile interconnections, including smartphones, smart TVs, and even some of the more close to the user side of the field development is also faster, because the update faster, this is a good opportunity, Can be a good place in the global arena.

From the entire cloud computing architecture, now provides cloud computing, such as the construction of a lot of cloud center, including many provinces and cities, today, many of the enterprises are in the Jianyun center. I think every cloud computing center after building good how to attract manufacturers, how to attract customers? I think two aspects, one is the performance price ratio, whose performance, speed is better, the price is relatively cheap, this is related to the central setting. The second is reliable and safe, in the same case who cloud quality better, more reliable, provide more reliable cloud services, so that cloud manufacturers can slowly attract many long-term customers. At first, everyone set up the center is only the first step, the latter depends on the quality of service to decide. Cloud put a lot of application software to the cloud, before the user will have more control, for example, you put the data in your own office, you go to the night to leave the machine, door a lock home, others will not come in. But if it's in the clouds, someone else can get it in 24 hours.

We did a survey, many manufacturers put the data in the cloud, everyone worried about the safety of the above security? So the cloud service provider to let users feel that he provides a more secure services. Cloud computing encounter Another problem, everyone used to PC, they can control a lot of PCs will install anti-virus software, security software, but many cloud devices, including cloud equipment, itself 90% is not installed any protection software. So from the cloud service providers, including telecommunications service providers to provide a good help, to the cloud concept and platform to push to the previous step, otherwise users do not dare to put their very important data on the cloud. From these industrial chain structure, we all need to put the user's traditional control of the data constantly on the cloud, there is a conversion process. How the quality of service in the conversion process solves the concerns of user conversion, which is actually an important step for the cloud to drive.

Wang Weijia: Do financial companies dare to put their own stuff on a third party? What's the situation now? China and the United States.

Xie: Like 30-40 years ago, everyone used credit card, before everyone pay money, put in hand know, it has a balance process, the cloud has a process, the credit card every year to deal with unsafe problems. You put things in the clouds, I use it will be cheaper, but I also want to have a part of the loss, depends on how you balance in the middle, how much security procedures you take. Balancing one is security procedures and success, in addition to the user to consider more security between the need for balance between the two balances to find a balance between this can continue to develop.

Wang Weijia: Every time I see a little spring, he lets me see some cool apps. As an ERP company like yours, why do you spend so much energy walking this way? What do you think is the future direction of mobile interconnection or cloud computing in the enterprise? Wenjing also below, I hope you can be very frank to share.

Shaochun: In fact, the term cloud computing is more professional, I think the child can understand, this technology really produced value. This year at our staff meeting we made a report on cloud management, the children of our families did not understand, 9 years old, he asked me, what is cloud computing, what is cloud? All of a sudden I was stumped to make it difficult for 9-year-old children to understand. I say the cloud is a world of thousands of drops of water. He said it was good, good, I grew up to do cloud computing. That's what the cloud is all about. The cloud has a large number of cluster services consisting of fragmented applications. Kingdee Company in 4 years ago set up a network of friends, we hope that the Internet to achieve certain acts. Friends of the network itself is an online accounting services, now become Asia's largest online accounting services website, this year we can profit.

Wang Weijia: What does this have to do with the cloud?

Shaochun: is to provide pure cloud services.

Wang Weijia: Users do not need to buy software, online purchase later, the data is there.

Shaochun: Yes, we introduced the mobile phone, we use the iphone, Android platform mobile phones, 500 consecutive days in the first place in the "hand in mind" is the Kingdee do. We also have "express this", is China's largest express inquiry service, the user volume is larger, integrated all the Express company, you enter the number to know where the courier. There is also a number of inquiries, we launched the Kingdee Weibo last year, Kingdee Micro Bo is a platform for corporate socialization, we asked Kingdee Weibo and Sina Weibo Weibo, Tencent Weibo what is the difference? I said you want to find a star to Sina Weibo, to find students to Tencent Weibo, if you find colleagues on the use of Kingdee Weibo.

Wang Weijia: So just do it inside the enterprise.

Shaochun: Both public and private cloud, the combination of these two development is very fast, we have more than 100,000 users in use. Of course, the process is also more tortuous, through the exploration of how we know how the mobile Internet and business operations combined, not only entertainment, not just games, only with business can produce value. How to combine with business? To make enterprise executives, each employee of the enterprise feel the value of cloud services. The original ERP to a few people use, in fact, ERP can be used for all employees, mobile Internet can do this, post into a mobile position, you can in the toilet when the approval workflow, I often do so. Now there are popular sayings, work-life, at home can be office, like us to engage in ERP companies, cloud computing has brought us great opportunities. I think it is only with the commercial application, it really let cloud computing and business, enterprises have a great interaction.

Wang Weijia: A company like yours cloud Computing also do, mobile interconnection also do, your handy memory is equivalent to mobile customer terminal, your cloud computing is a new function on the basis of customers, but your client's things are not necessarily limited to the original enterprise customers. For example, I run the line in the first, I applied, the original is not your customers, you can develop individual customers. What do these individual customers mean to your existing business? The money you earn is received from the enterprise.

Shaochun: We do business-to-business, Business-to-business also can 2C, to personal, mobile internet model brings such an opportunity.

Wang Weijia: Before long we in Beijing to see the movie is Monkey King's 3D version, Fortinet has a lot of video compression of the patent, please introduce.

Wu: We are the merger of Thomson and Fortinet, Thomson's television sold to Tcl (Weibo), there are many patents left in Thomson, Fortinet do is mainly content management, distribution, Vega is talking about content production, the original data, very good to recover. The other piece is cloud management and distribution, and we have tens of thousands of movies starting in 1910, the most original content on our server. How are the contents of these servers delivered to each terminal? It used to be sent to every movie theater and sent to Wal-Mart on DVD, and now it's delivered to everyone's terminal.

For example, the Apple and Fox signed the agreement, I have two movies, I hope my movie can see, he will find us, we find out from the library inside the codec and compression. People do not know how many versions of the original copy can be, the past is 400 versions, now any movie and video content is 2000 versions, why there are 2000 versions? Because each movie's subtitles are different, each country's language is different, each country still has a lot of control, so you need to have very good management on the piece storehouse in the cloud. How to send to everyone's cell phone or terminal after management? Our company is content management and distribution, in the cloud to manage the content, divided into each end user's set-top box, this is what we do.

For the cloud I personally have a lot of views and views, 1990 when I was a doctoral thesis, when the doctoral thesis did things like cloud computing, then did two content, one is to run the calculation, the second is the Internet, when doing not called cloud computing, but is already the concept of cloud computing. After 20 years basically did not have much development, the Internet develops very fast, the giant machine also did not have the big development, the CPU running speed is getting faster. Over the past few years, we are talking about cloud computing, I think cloud computing is not a change, we are more and more storage requirements for storage computing requirements are getting higher and lower cost requirements, in this case we integrate content in the cloud, so that we can save a lot of money, this concept began again. How do we get to the next step? I think that is to change from cloud to cloud services, because today's topic is unlimited resources, nothing is unlimited, free, how to let everyone enjoy the cloud services. This is also a company like ours, I can give three examples:

The first example, now everyone watching video on demand, everyone 4 dollars, 5 dollars to see once, you are willing to pay 4 yuan, 5 dollars. Remember that not so long ago we bought a DVD in the United States is 14.99 Yuan, why the first line of people willing to pay 14.99 yuan, now only pay 4 dollars, because everyone holding the physical media, you now see, think 10 years later can also see, but in fact you 10 years later will not look, just exist this thing. So Disney put forward, can have this experience, let users feel you have this thing, 10 after you, 20 is also your, in fact, he will not necessarily see, but he felt that after this thing, he is willing to spend 9.99 yuan, 14.99 yuan to buy. For us, the cost is lower and the profit is improved. Like the Harry Potter 1-8 are all we do, at 8 points around the world there are thousands of artists doing at the same time. It used to be that every artist was assigning 30 artists in China to do this, and the British 50 artists do that. After the split, we have one months, two months to summarize the content. Now with the cloud, we all put in the cloud, each country only scientists, artists holding a general computer, do not transfer what content, content in the cloud, so the collaborative work is very good application.

Third, we have a lot of patents, which I found a very interesting patent in the cloud applications, such as you have a mobile phone, you have a computer, you have a TV, you can touch the computer screen with your hands, and then touch the TV screen, Through such a touch of the process you suddenly found on the computer watching TV shows, on the television can be displayed. It sounds like a very magical thing, it's not magical, it's all in the cloud, you touch the computer screen, you get instructions that your content needs to be played on TV, and you need a gesture. The application is very extensive, what we need is how to dig out the good experience and application of the cloud in the life, this is very beneficial to drive the development of the cloud.

Wang Weijia: I found a feature that over the past few years I have participated in a lot of cloud will, the past to do the technology that the cloud is distributed computing, parallel computing, including the Deloitte is more typical, every time he said so. Others do not understand it entirely from a technical point of view, from a business perspective that it is a revolution. There is a point that can understand cloud computing, the history of the great technological revolution is the cost of each technology has suddenly dropped. For example, the technical elements of storage, computing, bandwidth, such as optical fiber, the invention of optical fiber to reduce the cost of bandwidth is an order of magnitude, any time there is a decline in the number of times there will be a technological revolution.

Cloud computing is also from this point of view, we more found that he has what the cost, the most important thing is the cost of business, if the last not converted into money for business has no impact, no matter how the laboratory can not be converted into cost, no impact on business. The next one please Deying, the world production of 2 billion mobile phones, there are 1 billion, more than half of the production in China, 1 billion parts and half in Shenzhen production, Shenzhen is no doubt the world's mobile capital. Such an industrial ecological formation is Vietnam, Thailand, such as low-cost countries want to remove it is not so easy. Because I found a variety of companies, including device companies, in a design company within 10 kilometers. Yulong as a leader in the industry, what do you think of this wave of smartphone Chinese manufacturers ' opportunities. Including sang make the diamond mobile phone, sell very good, this opportunity slowly profit lower. Since last year, the smartphone has come again, Chinese manufacturers have another batch. This time, under the siege of an international manufacturer such as Apple and Samsung, what do you think of this trend in China? First of all, what are the opportunities for China's entire industry and what are the challenges?

Guo Deying: We woo Dragon cool send mobile phone also have 10 years, have been doing smartphone, have been doing with windowsce embedded platform, also did Linux. When Vega talked about last year's smartphone, which was actually a year of global breakthrough, I think Vega was right about why global smartphones started exploding last year, and it's hard for China's smartphones to grow at the top of the world last year. China has surpassed the U.S. in its first High-tech field. I have a few questions. The first is 3G wireless bandwidth is also after more than 10 years of development, 3G technology mature, mature smartphone before it becomes possible, including the previous years, especially Apple-led the entire cloud computing, cloud applications and intelligent development, should be in front of the war, for everyone to do a lot of market cultivation.

Second, it has to do with Google, the Android operating system, because the operating system is Kaiyuan, and after Kaiyuan has caused a vast number of app users to develop, if not open app is not too good. So there are a lot of support, including ARM chips on a large scale commercial, arm chip prices dropped sharply last year. So from the application of software cloud computing app, including the mature and rapid development of 3G network, there are chip manufacturer's solution, like AP, application processor's maturity and cost. I think China also has a very good special situation, the three major operators of the development of smart phones put a very large cost subsidies, accelerated the rapid growth of the industry. I think Shenzhen this place has a greater advantage is the maturity of the industrial chain, after 30 years of the entire Pearl River delta industry chain of maturity is a unique condition. Our Shenzhen side of the accumulation of innovative talent to the industry to provide a solid foundation.

We see China last year's smartphone, we call mobile Internet terminals, because this is not the concept of mobile phones, mobile internet terminals are cloud computing portal. So now the industry competition is very fierce, we are the industry who want to do the industry, we know that do the PC also do smart phones, do the TV also do smart phones, including Internet content manufacturers also want to do smart phones. In fact, you see this is a portal, everyone regardless of the content of the portal does not work, he is also a migration, also grabbed a lot of traditional PC market share, including now on the content of the display also robbed a lot of TV things. Everyone has a statistic, the time to go home to hold the smartphone began to exceed the time to watch TV. Everyone to the smartphone as a portal, we all think he is a very good cake, to rob this market, the market naturally bigger. We understand that this industry, the industry in the next 3 years in China there is a burst of growth, including 2012, we believe that the smartphone will continue to grow by 50%, should be three consecutive years of growth. Because China has 1 billion users, 1 billion users are the power of many, I think whether it is content providers, including the industry chain itself, there are operators to promote, it must be the content quotient, today we see Unicom's land general also said, operators to transfer to traffic management, first of all must have a smart phone, No smartphone traffic is empty. So smart phone is a good time to promote all parties, there are 1 billion users within three years into the smartphone, which is very big positive.

Wang Weijia: Do you think the function machine is gone?

Guo Deying: The function machine is the entry level, to the old man, the child, but the child 3 years old uses the smartphone, the child plays the smartphone the application is better than the adult, therefore the smartphone market is better.

Wang Weijia: So big cake you cut, what is the distribution of foreign brands Samsung, Apple, HTC and domestic manufacturers?

Guo Deying: In the second half of last year until February this year, we saw the third party statistics, in the domestic several manufacturers smartphone share is close to 50%, this is an unprecedented good time. What are the numbers we see today? Samsung's share in China is still the first, with nearly 24% of its share, the percentage of apples, and other manufacturers, with 40% of China's major manufacturers, plus more than 50% of other manufacturers. I think the proportion of Chinese manufacturers in the future will increase. I think this thing is very simple, because the industrial chain in China, this technology is an open technology, especially in the Pearl River Delta mastered from research and development, product integration, including many supply chain advantages, overseas operators will not say much money, must buy the most expensive things, we see operators from Europe, to North America, South America operators, Including Russian operators in China set up procurement centers, the initiative to request supplies and certification. It depends on our ability to quickly develop and produce products.

In the past, it takes 8 months to make a smartphone, and now smartphones are coming in 3 or 4 months when the product platform matures, so they quickly meet the needs of overseas operators. In addition, there are very good product advantages, so overseas operators are not very interested must buy Apple or Samsung, in China, the purchase cost is at least half the price, they spend 400 of dollars abroad, buy 200 dollars in China can buy very reliable products, and software is also integrated. There was a problem in the past, the software is not unified, now most of the use of the Android platform software has been unified, the experience has been resolved after the reunification. My side of the Wu General representative arm, our company and arm have a lot of cooperation. What problems do you see? Not that I used to be a grassroots research and development company, I just take a chip from Qualcomm, Bo Tong, and now and more upstream, and arm such authorized companies are discussing the next step ARM architecture development, you as a research and development company, not to say that upstream people supply chips on it, but with upstream upstream, Communicate directly with architecture designers. The next step is to see what chips are involved in research and development, including the higher experience of smartphone requirements, including the study of photography and cloud technology, which is not meant to be a chip for a manufacturer, we have to work with many companies before the chip. Finally, you choose this chip, so that users can spend the least money to get the best mobile experience. Because finally through the experience, the photo is not good through the hardware level, photo software optimization and so on, we have to do the bottom, only the bottom of the good, the upper layer of cloud applications can mobilize the bottom of the technology. So now has the industry chain conditions and research and development personnel knowledge accumulation. In addition to the advantages in China, but also to the world.

Wang Weijia: I also want to ask you this question, the smartphone now has three big operating systems, the IOS, the Android, the Windows,ios is not open, you think Android and Windows is how proportion?

Guo Deying: We used to use the Windows operating system on the phone, we used to do windows very hard, I remember at that time can do the operating system in the domestic only our family, we 2001 years, 2002 began to do, for many years. Why is it so hard? Relatively speaking, because the system is not very open, the second is in the Internet development process, may be the understanding of windows and industry development, I think not very consistent. So you develop a mobile phone, you can not get the support of the industry chain, you have to do a lot of multimedia things to develop their own. So the development of a new product is very long time, the experience is not particularly good, because there is no third-party support. Today because Android is a very open eco-chain system, if you want to use every drive, third party to do the drive optimization of the company very much, you can work together, you can spend a little money to buy the technology you need, and there are a lot of talent. Because there are a lot of people in college who are starting to learn Google's Android operating system.

Google itself is a very advanced company, even if you have not yet used its technology, it is already promoting these technologies. Google launched 4.0 of the system last year, in fact, 4.0 systems we think the technology is very advanced, so far no one has launched, now officially released 4.0 of the mobile phone is not much. Why hasn't anyone released a mobile phone since the system was released for six months? Because Google is too advanced, a step-by-step package is too innovative, the market can not accept. This requires Third-party parts manufacturers hardware manufacturers need to optimize it because it pushes out something that is a framework, so to optimize the need for capital, talent and upstream support. In the legend of 4.0 has not yet done, 5.0 will come out immediately, we continue to be dragged into it. What does that mean? At least it is the entrepreneurial industry, constantly dragging the industry forward, is to provide consumers with a better experience. As long as there is innovation technology, the industry develops very quickly.

Wang Weijia: I heard it, and it's innovative.

Guo Deying: We can't say that because the industry is changing and we are working very closely with Microsoft.