Investment sector September 4 News, the Qing branch group hosted the "second China Mobile Internet Investment Summit Forum" held in Beijing, the United States Qualcomm Global vice President James.
The following is a live record:
James: Good afternoon, ladies and gentlemen, I am a James from Qualcomm company. The topic that I want to share with you this afternoon is the hardware capabilities of mobile Internet and the direction and investment direction of mobile internet business.
One of the busiest things in mobile internet this year, in fact, the Internet companies do mobile phones, these internet companies, including Lei and Zhou, they talk about the most is the retina display, the discussion of the glass, indicating that the software is more and more concerned about the hardware, in fact, to provide consumers with a complete good user experience, The ability of hardware is the most basic link.
In the mobile phone hardware and software applications, is how to provide users with a complete user experience. First of all we know the hardware capabilities of the terminal, the following is a variety of hardware drivers, as well as the underlying software, and then we are very familiar with the operating system, now focus on iOS, Android and WP. One is the reference design, one is that we launched the driving force technology, the two items are red, then hardware and software development tools, which are used by the online gaming companies on the stage to provide a good, differentiated user experience, and to optimize with these tools and hardware, Finally provide a most perfect user experience, why this reference design and motivation to red? In fact, throughout the industry chain, there is only one type of company that offers a complete solution, from hardware components to mobile phones, to operating systems, to software, and even to loading applications, such as the chip company, Qualcomm is doing this, and a competitor is doing the job.
If you are an application company and a software company, you want to focus on the power of hardware trends, and you can only care about a company, focus on us, our market share is the largest, and our technological leadership drives the industry forward. What if smart phone intelligence comes from a consumer's point of view? We can do this perspective analysis, when we get a new cell phone, we open the phone, now the touch screen is sure to turn over these images, see if it is fluent, which has a design of the two-dimensional. Then you start surfing the internet via WiFi or 3G, and now the Internet is much more frequently used than the phone. We have just done a survey, surfing the internet every day is one times the time of the call, and then texting, calling. Photography is a more and more function we use, as well as storage, photos to be stored in the phone. There is also a graphics-related, navigation applications, some discussion of the application of the game, we have been summed up in the application of GPU. All of these applications have a premise to save electricity, electricity is the mobile phone and the most basic element of the chip. All this still has to have a good shape.
This is what we see through the perspective of the chip, this chip we discussed a lot of dual-core and four cores, we give you this explanation, such as listening to music, listening to music we use this chip to highlight that part of the transistor. Now we're going to watch the video and we can see that we're using more integrated circuits. And then play the game, almost a lot of chip capabilities are needed for playing games to serve.
In fact, we want to explain to you, the first is a high degree of integration, the second is the processing of multiple engines, we have to count at least 10 or more. Qualcomm do this thing is not a year or two, in 08 we launched the first 1G Hertz, two years after the introduction of the 1.2G CPU, followed by 1.5G CPU, millet generation is the use of this chip. So we continuously through the rapid upgrading of hardware capabilities, to provide you with a good software and application base.
The first is the use of millet, including LG to use this chip to do, this chip is the most powerful chip, CPU is four cores, while using our own design of the micro-architecture. There are GPU302, talk about the GPU, actually from the PC this era, only three companies, at that time the PC has 8, 9 to do graphics company, survival is the Nvidia and other three companies, Qualcomm's research and development history is very long.
When we launched the chip, we also launched a tablet, we made a list of hardware capabilities, which we see the current hardware capabilities, every six months these capabilities are refreshed, from the audio of six microphones. Very rich in induction, there are a variety of accelerators, there are gyro and compass, there are a wide range of sensors, light induction, as well as proximity induction, pressure induction, and fingerprint identification of the sensor. When we launched a chip, we also launched a reference design, that is, MD, you are in the running game is very heavy application, you can be tested on the above, to optimize.
At the beginning of Google's Android meeting in the early years, Google said that one thing you can only remember in this meeting is that the GPU is more important than the CPU, why is it more important? We look at the four mobile phone use habits and scenes, the first is browsing, browsing many times is the ability to use the GPU, but not just CPU capacity. Recently we invested in a browser company, he showed a lot of performance, the most important point is the ability to use the GPU. The second user interface is not gorgeous, the user interface many of the development of the GPU, navigation has two and three-dimensional also used a lot of rendering ability, so this is why the GPU is now the importance of more than the heated discussion of the two nuclear quad-core CPU.
Next go to our four investment direction and entrepreneurial direction, the first is the hardware plus community. Why these Internet companies attach importance to mobile phones, in fact, is to attach importance to vertical integration, the full user experience and attention to the stickiness of users. We think in China is actually a good soil, and a big market to support such companies, because electronics in China is certainly a manufacturing center in the world, and China is a mobile phone manufacturing center, in consumer electronics products, mobile phone technology is the most difficult. Mobile phone is the most brutal competition, the highest technical content, talent training is the best industry. Of course, we also think that the pure software community, the threshold is not high.
The second is called Mobile cloud technology, we think that the move makes the cloud valuable, I particularly dislike the word cloud, today there is no way, the cloud also written up. True movement reflects the value of the cloud, and mobile can produce a lot of good data, and the analysis of these data can produce some additional value.
The third is smart TV and smart cars, because both markets are huge in China and China is the world's number one market in both areas. Coupled with intelligence, in fact, to connect it, there are many innovative space.
The fourth aspect is the mobile health care, Qualcomm is also dedicated to the establishment of this aspect of the fund, we believe that mobile is a force for reform, can reform health care such a large and old-fashioned industry.
Here are three examples, these three companies are our investment companies, hardware plus community, the first mobile phone is a hardware, this hardware has been the Internet older companies stare at, we contend with them the entrance is very laborious, can have a non-mobile hardware? This picture is a pen and a computer. Watch a video below.
Other use of hardware plus community case, in our shopping cart loaded with such a display, you are shopping, this display can know the goods placed on the shelf accurate location, and to give you the attention of the product information and discount coupons.
Bedside alarm Clock is the internet alarm clock, a sun out and clouds out is the mobile phone interface of the weather, if it is made so that we still use the electronic products, I think than we have to be in the phone to occupy a space, I think there is a piece of heaven and earth.
The second is the so-called mobile cloud technology, Gaikai is our investment in a company, we invest in the shortest company, a short time by Sony 238 million dollars bought. Provides a better technique for controlling the delay in the 66 mm to 140 mm work required to play a heavy game, can make our game in a lot of previously can not play the scene to play up, and also solved a problem, is that I want to try, who are not willing to spend the flow fee and time to download the heavy game. Now is a video streaming pattern that makes it possible to promote games in many scenarios, such as Facebook, for example, and let people play these heavy games.
We were one of the winners of the mobile Internet competition last year and I felt a little bit of cloud business card feeling. The first cloud business card recognition we have similar applications, dragged this business card to the cloud, claiming that our recognition rate reached 99%, I now send you a business card, you want a scan, I am sure my business card in the cloud, in fact, do not recognize all the information on the business card, for the more difficult to identify, The phone number may be copied in the database, so I think it's a cloud-identified start-up company.
There is the so-called you asked me to answer the company, the information in the cloud because of the formation of a large data, these large data analysis, re-use, I think this is the cloud can give us a good value for mobile phones.
The following case is in the area of mobile health care, we voted Alivcor Company, we very want to vote this type of company, we always feel that innovation is still relatively deficient, we see some health advice, or let you do some psychological testing, or to show you the weight, there is indeed a technical content.
The third video is mainly used to measure the human heart, its technical content is a regular use of the iphone lid, using ultrasound as the transmission channel, all mobile phones can use a microphone to receive this information, such companies have a certain technical barriers.
We've invested six companies in the past, and we've made a picture these categories can also provide a reference for the investors and entrepreneurs here, one from the use, we divided it into exercise health care, the second is the treatment of chronic diseases, the third is anti-aging, the fourth is a major disease, the fifth is a clinical test And the sixth is telemedicine. Vertical application, the first is a common application plus mobile terminals, the second is to do connection services, the third is the analysis of large data, we are actively looking for work, but there is no investment. The fourth aspect is the integration of services, in the exercise of health we voted two companies, a Cambridge University research and development results, specifically to help lesbians pregnant, there is a better solution to find the best pregnancy time. Also has the healthy exercise, but also has the health heavy aspect the application. There is also the rehabilitation of major diseases, mainly used in the field of first aid, now we have to invest immediately in a clinical trial of the company, which is a good direction. Finally to get approval, to market to go through a lot of testing, test you have to summon a group of people is very difficult, in fact, mobile phone users can participate in clinical testing work, we eat new drugs, we have some information on the phone to accumulate, feedback to a center, I think this is a good direction.
We have just ended the mobile Internet entrepreneurship Competition, through this contest can see the domestic internet entrepreneurship is what industry, or we picked out of the top ten companies, we received 204 of the registration, also after a very hard selection, the company selected out. Before the phone and text messages have a problem, or the phone is connected with a problem, we play the question number, now we use the application of the time, there are questions to ask who, he to solve this problem, this is not like technology. Dry-line technology is the technology of close-range human-computer interaction. Le Tong Technology is in the intelligent television industry, from Taiwan to the restaurant in the community and micro-blog marketing, cool companion is English coffee, through the mobile internet to do marketing and management tools, the Ferris wheel is a gaming community. The winner is the Dreamer, the Divine Eagle, Dry Branch, the Ferris wheel of these four companies, three companies to get the seed investment, the Shenzhou Eagle took 200,000 dollars, this is the case this year, if the company here is interested in this event, next March we will launch the project, welcome everyone to participate.
(Responsible editor: The good of the Legacy)