Back to 1995

"The king's scepter is handed over, and a new mobile phone empire is born. Starting today, Alcatel mobile phones will replace Nokia and become the new king of the mobile phone industry!"

When the sales of P6 on the first day were released, some media immediately cheered for Alcatel mobile phones, because the comparison was too sharp. Nokia’s market value evaporated 500 billion US dollars in a single day, while Alcatel’s global sales exceeded 6 billion US dollars with the P39, setting a new record. All new records in the mobile phone industry ever.

Compared with Nokia, Wall Street institutions gave Alcatel mobile phones a new valuation of 400 billion dollars, which means that as long as Alcatel mobile phones apply to be listed on NASDAQ, Wall Street institutions are willing to pay such a price. Valuation, subscribe to the shares issued by Alcatel!
In addition to touting the sound of Alcatel P6, the Wall Street Journal reported another piece of news.

"Affected by returns and inventory backlogs, in the next six months, more than 180 mobile phone brands around the world will face bankruptcy, including some former mobile phone giants!

In the next three years, the global mobile phone brand structure may undergo major changes, and the smart phone brands led by Alcatel Mobile will restructure the global mobile phone industry structure! "

The report of the Wall Street Journal did not name names and only a few words, but it heralded changes in the entire mobile phone industry.

Along with the stock price of Alcatel mobile phone concept stocks, there are also telecom concept stocks, touch screen concept stocks, 3G chips and so on.

Especially for telecom concept stocks, whether there is a market for the 3G network that has been clamoring for a long time has been debated. However, because there is no 3G mobile phone that will explode the market, the need to develop a 3G network is constantly being debated.

But now, there is no need for controversy. The era of smart phones has come, and the demand for mobile phone traffic will enter a new era of explosive growth. Compared with 2G networks, this will become a bigger gold mine.

As for which American telecommunications company can enjoy this wave of dividends, there is no better than America Telecom. Whoever let it hold the largest number of patents in the 3G communication industry, other telecommunications companies, if they want to enter this industry, they have to give America Telecom pay!

Of course, telecom concept stocks, 3G chips and the like are all beating the side drums, and Alcatel mobile phone concept stocks are the main ones that are directly sought after today.

The wild sale of Alcatel P6 naturally brought a carnival. The stock price of Alcatel mobile phone concept stock and Alcatel mobile phone parts supplier today has completely gone crazy, and the stock price has doubled.

These concept stocks and supplier companies have released huge orders for Alcatel mobile phones and announcements of production expansion almost one after another today.

But not only Alcatel mobile phones placed orders with these suppliers, but other companies such as Samsung, HTC, and Blackberry, which were in a hurry to develop smartphones, also placed orders with Alcatel mobile phone suppliers regardless of the cost.

In particular, Panda TV that supplies screens for P6 machines, PA semiconductors that supply baseband chips, Leica and Zeiss that supply high-end cameras, etc., these companies have received orders like snowflakes, because these key smartphone components are currently only these The company can buy it, no other branch!

For other mobile phone brands, if they want to build a smartphone in a short period of time, they have no choice but to buy parts from Alcatel mobile phone parts suppliers and assemble them by themselves. Of course, they can also develop their own , but at least it will have to wait until next year to launch a smartphone, let alone drinking smartphone soup, you can’t eat hot shit even if you eat shit.

So even if they knew that Alcatel would charge patent protection fees for smartphones and buy products from Alcatel parts suppliers at sky-high prices, those mobile phone manufacturers could only stretch their necks and suffer this knife, and even had to Begging for Alcatel's mobile phone, kill them, because if Alcatel does not authorize their smartphone patents and technologies, it will be a headache for them, and there is no place for them to be taken advantage of!
Parts of smartphones can be purchased from Alcatel supply chain manufacturers. Technology and patents can be obtained from Alcatel mobile phones. What really makes other mobile phone brands uncomfortable is the new smartphone operating system of Symbian, which does not authorize them.

In the past, major mobile phone brands were disgusted with the Symbian system, thinking that the Symbian system was a vampire, and looked down on the Symbian system, but now, when the Symbian smartphone operating system is closed source, they feel that they cannot afford it up.

Laymen watch the fun, and experts watch the doorway. For practitioners in the mobile phone industry, what really makes them amazing is not the cancellation of the keyboard and the use of touch screen controls, but the smooth operating system and dazzling variety of applications. That's what excites them the most.

The smartphone operating system is the core of P6, but now Alcatel mobile phone does not allow Symbian to open this system to other mobile phone manufacturers, which makes all mobile phone manufacturers feel anxious for a while.

Microsoft’s WP mobile phone system has issued an announcement, claiming that it will upgrade WP to a smartphone system, but there are very few responses. No one knows whether WP will work or not, and even mobile phone manufacturers are worried. If they cooperate with Microsoft’s WP system, What to do if you are missed by Alcatel.

Just when the entire mobile phone industry was a little anxious, the little-known Global Open Source System Foundation announced the launch of the Android smartphone operating system, which was licensed to other mobile phone manufacturers for free. Electronic enthusiasts can also download the Android system and upgrade the system. Debug and upgrade.

This can be described as a thunderstorm, which attracted the attention of the global mobile phone industry. When the background and major shareholders of this foundation were revealed later, many people were a little silent.

Companies such as Alcatel Mobile, ICQ, and Fortinet have all appeared in the list of shareholders of the Global Open Source Systems Foundation. Whose Android system is, do you need to say more? !

It is conceivable that as long as the phone is equipped with the Android system, the Android system company will still have to pay patent fees, advertising shares, etc. in the future, just like the Symbian system back then. One, I can't escape the feeling of [-], the amount of money I should pay for the Alcatel mobile phone is really not less!
The sudden appearance of the Android system made Microsoft, who was planning to reap the benefits of the fisherman, very angry.

"Alcatel and Symbian want to monopolize the mobile phone operating system!"

Terry Meyerson, the person in charge of Microsoft's WP system, said angrily to a group of heads of the WP department that the original Symbian smart system was announced to be closed source and not allowed to be used by other mobile phone manufacturers, which made Terry Meyerson ecstatic. The opportunity to belong to the Microsoft WP system has come.

As a result, another Android smartphone system came out. Looking at who its major shareholders are, Terry Melson can see this thing at a glance. It is the Alcatel mobile phone and the Symbian system launched to snatch the mobile phone system. of.

"Samsung, HTC, Blackberry, Sony Ericsson, Panasonic and other mobile phone manufacturers are still hesitant about whether to cooperate with the WP system, and have not given a clear reply!"

A WP executive said to Terry Myerson, Terry Myerson's face was gloomy, and he knew that these mobile phone manufacturers were still struggling with which mobile phone system camp to join.

At this time, the executive's phone rang, and he was ecstatic when he heard it. He looked at Terry Meyerson and shouted, "Motorola is willing to let the WP system be carried on their smartphones!"

Qualcomm's headquarters is also busy at this time. Qualcomm has been tossing for a long time, and it has worked hard to cooperate with major mobile phones. The 3G chip situation that has not been opened is suddenly opened today. As the world, it is the only one like PA semiconductor that can launch Qualcomm's orders for baseband chips have also exploded.

"The era of 3G chips has come like this?!"

Jacobs and his son, as well as the executives of Qualcomm, all looked at each other in blank dismay. The happiness came too suddenly. Seeing that the 3G chips could no longer be sold, Qualcomm might close down. Who knows, the P6 Appeared, directly detonated the 3G chip era, and also allowed Qualcomm to receive the sum of orders for the past three years in almost a day!

Previously, Qualcomm tried to cooperate with companies such as Motorola, Samsung, and Ericsson to launch 3G mobile phones, but they were all thunderous and rainy, and they did not sell many phones at all.

When the P6 appeared, everything changed, especially those mobile phone manufacturers. After buying the P6 machine, disassembling it for research, and seeing the baseband chip inside, they quickly placed orders with Qualcomm. Texas Instruments, which was the overlord of mobile phone chips yesterday , was abandoned overnight, no one thought of it.

Right now, in the mobile phone chip industry, there are only two companies that can produce baseband chips, PA Semiconductor and Qualcomm, and the communication patents and technologies of 3G chips are also in their hands. Apart from this, there is no other branch!
After the launch of the P6, the stock price of Texas Instruments, a good partner who used to wear a pair of pants with Nokia, fell even worse than Nokia.

The rumor that there is no Texas Instruments in the era of smartphones has appeared, and it sounds absurd now, but if Texas Instruments is unable to break through the baseband technology, then this sentence will become a reality from rumors, and even Nokia may abandon it !
From overlord to abandoned son, and then from bankruptcy to a new generation of kings, it really only takes one day. PA Semiconductor is Qualcomm's biggest opponent, but Qualcomm needs to sing praises for the parent company of PA Semiconductor this time. Without Al Carter's P6, maybe Qualcomm is at the end of the road, but now, Qualcomm and PA Semiconductor are sharing the cake of the 3G chip era!
Owen Jacobs, who was about to retire, was also relieved at this time. Qualcomm’s big bet on the 3G chip was successful, and he could retire with peace of mind. Grab the market as quickly as possible, and we must not give Texas Instruments time to recover!"

(End of this chapter)