Academician Ni Nanguang's profound analysis of Lenovo's predicament

Previously, Academician Ni Guangnan made a profound analysis of L Company’s current predicament, which is “wrong route” and “0 shares of intellectual property rights”.

"Wrong route" means that L company gave up the technical route and chose "buy rather than make", playing assembly and trade. For decades, it has been attached to the Wintel system, "following the foreigners and eating dirt", and despising the development route of core technology research and development. L company not only does not do research and development itself, but also lacks the determination to "give a hand" to companies that really do core technology. L company, SG, and LX are all from the Institute of Computing Technology. Although the performance and ecology of LX CPU are far behind Intel, SG company has been purchasing it in the past. In 2020, it has purchased more than 40 million, and the total purchase amount for the whole year is expected to reach 300 million yuan. L company lacks action in this regard. It was not until the country's intention to increase procurement in the independent and controllable market and the continuous improvement of the performance of LX CPU that L company began to seek cooperation with LX.

“0 shares of intellectual property” shows that Company L has no respect for talent and intellectual innovation.

Academician Ni Guangnan pointed out:

Apple's equity was initially 45% for Jobs, who invested in intellectual property and assets, and finally 0.45% for Jobs. Huawei's equity was initially 80% for Ren Zhengfei, who invested in assets, and now it is 1.4%. Liu CZ did not invest in assets and intellectual property, and was initially the deputy general manager, with 0%. After the share reform, his equity continued to increase, and now it is 15.9%. A company executive who did not invest in intellectual property and assets owns so much equity, which is very special among high-tech companies in China and abroad.

As a result of the shareholding reform of L Company, the company's senior executives hold a large share of the company, but the scientific and technical personnel of the Institute of Computing Technology who invested in the intellectual property have no share. This practice has greatly stifled the enthusiasm of scientific and technical personnel for innovation.

In fact, being held hostage by short-term commercial interests and neglecting innovation from the bottom up, as well as not respecting talent, is not unique to L Company. Many companies have this problem, but they are not as prominent as L Company, nor are they often put under the spotlight and interrogated like L Company. Even some of today's star technology companies have the problem of not respecting talent, being held hostage by short-term commercial interests and neglecting innovation from the bottom up.

For example, several major domestic mobile phone manufacturers that are now gaining momentum have been very successful in business with the help of the AA system, but they are controlled by others in core technology, just like L Company is controlled by Wintel. Moreover, due to the short-term commercial interests, these mobile phone manufacturers have basically lost the determination and courage to break the AA monopoly and start anew.

Another example is a certain large company. Although it once respected talents, as the company expanded, it also suffered from big company problems. Local talents in the company's R&D system were suppressed, marketing wizards held great power, and upstarts from bankrupt foreign capital were worshipped. There was even a situation similar to that of L Company where office politics stifled technological innovation.

At that time, L CompanyThe switch business is profitable and has been purchased by ZNH. Therefore, the switch business is not a money-losing business, but a profitable project. From a purely commercial perspective, even from the standpoint of "trade, industry and technology", Liu CZ lacks the reason to kill it. The reason why Liu CZ wants to kill it is that the switch business is in the charge of the favorite student of Academician Ni Guangnan. If Liu CZ's confidant was in charge of this project, the outcome might be very different.

The mistakes that L Company made in the past have now happened to a certain star enterprise. Due to office politics, a major purge within the department, and a lack of respect for talent, a large number of valuable technical talents have been purged or left in anger. Among them, a very valuable technical achievement has been lost.

In fact, this technology is a major improvement in the communications industry in the past 10 years, and its improvement in system efficiency is equivalent to the improvement of CDMA over TDMA. Then foreigners took it and used it, and changed its name, making it a popular technology.

A certain large company realized later that this thing was originally invented by its own engineers. But technology goes with people, and the original backbone has long gone away, resulting in the new people who took over not being able to fully understand it for a long time, and also confused this technology with an old technology, resulting in selling it toThe manuals that come with the operators ' equipment are all wrong. If you follow the instructions, there will be no system gain at all... As a result, the potential of this technology (domestic communication equipment) has not been fully realized so far.

Faced with new technologies that are expected to improve 5G's three major problems of power consumption, coverage, and cost, China Mobile actively took the lead. This equipment manufacturer not only did not adopt the new technology, but suppressed it instead, simply because the large-scale application of this new technology would damage its commercial interests, disregarding the progress of my country's communication technology and industrial development, and using government-business relations to fully demand the promotion of immature technologies. As a result, China Unicom announced that 5G base stations would be in intelligent sleep mode for 12 hours a day in order to balance electricity bills.

Domestic companies should take L Company's problems as a warning. L Company is in a state of dire straits that is difficult to reverse, so future generations should not be left to suffer for it.