昨天台灣大哥大發布訊息,自 2019 年 4 月 1 日起將聘任 AppWorks 創辦合夥人 Jamie 林之晨為總經理,長期關心 AppWorks 的朋友,或許會有些疑惑。其實不是 Jamie 換工作,而是 AppWorks 將與台灣大一起,挑戰一個放大 10 倍的計畫。在此跟大家分享 Jamie 的聲明,有更完整的敘述。
#以下是_Jamie_聲明全文
稍早台灣大哥大發布訊息,自 2019 年 4 月 1 日起將聘任為我為總經理,我的朋友們,以及長期關心我與 AppWorks 的媒體,一定會有許多疑惑,請容我在此統一向大家說明。
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#EnglishBelow 稍早台灣大哥大發布訊息,自 2019 年 4 月 1 日起將聘任為我為總經理,我的朋友們,以及長期關心我與 AppWorks 的媒體,一定會有許多疑惑,請容我在此統一向大家說明。
首先,我不是接下了台灣大總經理的職位,而是接下了整合市值美金 120 億、營收美金 38 億的台灣大與市值美金 36 億、營收美金 25 億的 AppWorks Ecosystem,放大出 10 倍成果的任務。
這得從我的故事說起,如果您還沒聽過的話,我原本已經移民美國,和老婆小孩開心的住在紐約,2008 年,我在美看到 iPhone、Android 相繼問世,Facebook、Twitter 等社群媒體成為主流,意識到軟體的力量將越來越大,而硬體將越來越沒有價值,換言之,台灣的國際經濟地位將受到極大挑戰,因此決定舉家搬遷回台,推動台灣的轉型升級,以免我熱愛的福爾摩沙從世界經濟奇蹟變成失落的遺跡。
這是一個很大的決定,不僅我要放棄自己的美國夢,老婆、小孩都得跟著改變職涯、學涯,因此既然要做,就得發揮最大的 Impact。所以回台之後,我每天思考、決定、努力的,都是最大化我對台灣的貢獻。
因此這些年來我戴了很多帽子,表面看起來沒什麼相關性,但背後都有一個共同的目的,那就是推動台灣的改變。首先,我長期寫網誌、經營 Facebook 等網路社群、在《天下》等期刊寫專欄、出書、演講、接受採訪,心想的是分享新知、新觀念,散播進步需要的養分。
我與夥伴們成立 AppWorks,有系統的幫助年輕人創業,為的是培養千千萬萬帶領台灣前進的下一代生力軍。這也是為什麼 AppWorks 從 2010 年啟動半年一期的創業加速器,至今一直堅持免費提供。目前 AppWorks Accelerator 共畢業的 17 屆、925 位創業者,由他們成立的活躍企業高達 328 家,2018 年產值 760 億,提供 9,500 個工作機會,非常確切的為台灣貢獻一股向上動能。更重要的是,這些創業者們因 AppWorks 而相識相惜,形成一個緊密互助的網路,更是社會的長期資產。
當 AppWorks 在台灣站穩腳步,2014 年我們開始積極走訪東南亞,邀請優秀的東協創業者前來加入,希望透過串連跨國創業者網路,促進台灣的區域化,同時貢獻東協的數位發展。經過 5 年的推動,這個工作也有大幅進展,即將在 3 月進駐 AppWorks 的 33 組 AW#18 團隊,將有高達 19 組來自東南亞,包含他們在內,AppWorks 有 160 家企業在台灣以外的大東南亞市場有據點,形成一個真正區域化的網路。現在,來自台灣、香港、新加坡的 AppWorks 創業者要前往印尼、越南發展,可以很容易的找到 AppWorks 校友帶路,大大降低了區域化的門檻。
除了創業加速器,透過 AppWorks,我們同時努力創造更多台灣改變需要的新典範。以創業投資為例,我們 2012 年成功募集 3.2 億 Fund I,2014 年募得 15 億 Fund II,在 AppWorks 團隊的努力經營下,目前兩支基金的投資績效都是水準以上,其中 Fund II 至今的年化內部報酬率 (IRR) 達 29%,遠高於歐美同期創投基金的 Top Quartile (前四分之一) 指標。透過追求與國際一流基金同等的表現,我們希望促進台灣 LP (創投投資人的簡稱) 更有信心支持本土新興 GP (創投管理公司的簡稱),進而推動台灣創投業的復甦。
2016 年,我們出資成立 AppWorks School,每 4 個月一期,免費幫助年輕人透過實作學習程式、轉職工程師、加入成長中的數位行業,提升他們的職涯的同時,也為台灣貢獻人才。目前 School 已畢業 106 位學生,其中 85% 成功轉職,第一年起薪中位數達 67 萬。雖然杯水車薪,但我們希望拋磚引玉,刺激台灣教育的現代化,幫助年輕人準備好面對 AI 時代。
此外,AppWorks 雖然仍是中小企業,但受到的關注較多,因此也經常以身作則,為台灣業界示範新時代企業可以有的新思維。除了看齊國際優質創投的薪資獎金水準、年假無上限、自由選擇工作時間地點、新年假期長達三、四週外,我們更在日前啟動交棒計畫,讓年僅 30 歲的 Jessica 劉侊縈、40 歲的 Andy 蔡欣翰升任合夥人,希望激發台灣企業勇敢讓年輕人當家。
私部門之外,有機會推動台灣轉型的公領域活動,我也積極參與。2016 年,我從詹宏志先生手上接下 TiEA (台灣網際網路暨電子商務產業發展協會) 理事長,上任後便努力推動網路電商正名運動,成功說服了櫃買中心創立電子商務分類;2017 年起我開始擔任亞洲·矽谷民諮委共同召集人、數位國家諮詢委員、代表台灣參加每年四次的 ABAC (APEC Business Advisory Council) 會議,2018 年又奉總統之命擔任 APEC Vision Group 代表,與其他 20 會員國派出的先進,一起定義 APEC 未來的 20 年願景。這些雖然都是義務工作,但我都當作正職全力以赴,因為都有機會大大影響台灣的命運,以及在經濟領域的國際能見度。
最後,我去年決定再次舉家,準備遷往雅加達,同樣還是以為台灣貢獻出發。我觀察到 2.6 億人口的印尼正在快速崛起,短短 5 年內從有限的新創活動,到 4 隻本土獨角獸加 3 隻外來獨角獸的蓬勃景況,必須要幫助台灣抓住這個成長機會,但印尼商業生態與台灣大不相同,所以我決定進駐雅加達、深耕當地,希望能因此扮演帶領 AppWorks 新創進入印尼的嚮導,縮短我們與世界第四大國、東南亞第一大國的距離。這麼做得犧牲一些我在台灣的工作,但這些工作多半我的夥伴們可以承接,因此我便毅然開始行動。
講了這麼多,我其實只是希望您能了解,我大老遠從紐約搬回來的目的就是改變台灣,所以這些年來我做決定沒什麼懸念,因為不需要考慮自己的利益,只需要考慮在這個時間點,我做這件事情,是不是最能貢獻台灣。
如此我們便可以回到正題,這次的「台灣大 + AppWorks」專案。
不久前,蔡明忠董事長約我談話,詢問我有沒有興趣接下台灣大總經理的職位,一開始我其實是無法答應的,首先我已經決定搬去印尼,再來我也不確定接這個位子,跟貢獻台灣的關係。回去想了兩整天後,我有了答案,我跟蔡董事長說,必須有四個先決條件:
第一,結合台灣大和 AppWorks,用 AppWorks 生態系去幫助台灣大轉型為科技企業,同時以台灣大為平台去加速 AppWorks 新創的成長,因此創造更多成功的企業,為台灣示範成熟企業如何與新創實際合作;
第二,由 AppWorks 帶路,推動台灣大 + AppWorks 走出台灣,成為一個大東南亞科技集團,為台灣企業的區域化寫下典範,同時也成為能加速 AppWorks 新創區域化的大平台;
第三,以建立一個市值 1,000 億美金 (US$ 100B) 的科技集團為目標,創造第一個由台灣出發、真正達到國際級的非代工企業;
第四,所有因為台灣大 + AppWorks 集團未來的價值成長,公司依規定希望給予我個人的獎勵,要能全數由集團捐為公益使用,且專注在推動台灣的教育改革與電影工業上。
我跟蔡董事長說,如果以這四個目標為前提,那就值得我花 10 到 15 年的生命去推動。這基本上是我的夢幻清單,如果這麼做的話,能為台灣創造的貢獻,比 AppWorks 繼續獨立營運還會巨大許多,想不到蔡董事長毫不猶豫的答應。也因此,我回頭與 AppWorks 的夥伴們溝通,得到大家的支持後,我們決定一起接受這個挑戰。所以開頭我說,我不是接下了台灣大總經理的職位,而是接下了整合台灣大與 AppWorks,放大出 10 倍成果的任務。
當然,這不是一件容易的工作,發展新的商業模式,我或許有 20 年的創業、工作經驗作為後盾,但對於管理電信事業,對於領導一個 7,000 人的大集團,我有太多需要學習的地方,所以,我請蔡董事長務必持續扮演我的 Partner,在這個過程中一起確保電信本業的營運,好讓我們有最大的空間與時間,去爭取新事業的發展,為所有「台灣大 + AppWorks」的 Stakeholders,爭取最佳的長期利益。
未來幾年,將是電信業轉型的關鍵時期,去年 499 之亂加速電信用戶 ARPU (平均每戶營收) 的下滑,消費者換機時間拉長導致手機營收停滯,接下來資本支出是 4G 近 4 倍的 5G 即將到來,更讓電信長達 20 年紅利時代難以延續,AI、IoT、Blockchain、Cloud 等巨型典範轉移接連的到來,進一步逼迫電信業者不能繼續防守。
另一方面,電信業已經建立的品牌、長期客戶關係、大量用戶數據,卻是極有價值,可以更全面應用的資產。透過台灣大 + AppWorks 的結合,目前已經產生 760 億年營收的 AppWorks 的 328 家新創,以及未來將持續培養的更多新興企業,都有機會透過與台灣大的合作加速成長,而台灣大也能因此取得新的營收引擎,創造雙贏的局面。
所以,在可預見的未來,AppWorks 的方向不會改變,我們將持續邀請優秀的創業者加入,透過 AppWorks 原有的能量,以及新增的台灣大平台幫助他們。AppWorks 基金的營運也不會改變,事實上,加入了台灣大的能量,我們有信心能為 LP 們創造更好的財務、策略報酬。我的角色,除了新增台灣大總經理以外,也沒有改變,將持續擔任 AppWorks 的董事長、合夥人,戮力確保台灣大 + AppWorks 的整合能順利成功、長長久久,創造多贏。唯一改變的,大概是我的工作時間將會增加,因此要犧牲與家人的相處,在此先跟偉大的老婆、兩個可愛的兒子道歉,感謝他們對這個決定的支持與諒解。
至於搬遷至雅加達、引導更多 AppWorks 新創進軍印尼的計畫,很遺憾必須暫緩,所幸 AppWorks 的新任合夥人 Jessica (劉侊縈),已經承諾會扛起這個責任,相信在她的帶領下,AppWorks 的印尼計畫還是能夠大鳴大放、開花結果。
以上,就是針對此次台灣大 + AppWorks 的重大發展,向各位好友、媒體朋友的報告,懇求你們的支持。無論如何,我會持續為貢獻台灣而努力,希望我們這一輩的小孩們長大後,可以和我們一樣,以做台灣人為榮。
最後,預祝 您
新年快樂 諸凡順遂
助君張目 豬滿福保
Earlier today, Taiwan Mobile published an announcement communicating their intention to appoint me as the company’s general manager as of 4/1/2019. I’m sure this announcement may come as a surprise to many of my friends in the startup community, likely leaving you all with ample questions, concerns, and potentially even doubt. Let me take the opportunity to clarify the situation and explain the reasonings behind my decision for everyone.
Firstly, I must clarify that I am not merely taking over as GM of Taiwan Mobile, but taking on the bigger job of integrating Taiwan Mobile, a $12B market cap & $3.8B revenue company, and AppWorks, a $3.6B valuation & $2.5B revenue ecosystem, to amplify our impact by 10x.
But to adequately understand where we’re going, I think it’s important for everyone to know where we’ve come from. This begins with my story—for those of you that haven’t heard it before—which dates back to my time living in New York. It was around 2008 when I saw the launch of iPhone and Android, as well as the advent of Facebook, Twitter, etc, collectively catapulting social media into mainstream use. It was clear that software was increasingly taking over the world while the value of hardware was becoming more and more commoditized. This posed a dire existential threat to Taiwan, whose global economic contributions had been primarily driven by hardware and semiconductor manufacturing. This eventually prompted my resolve to move back to Taiwan and prevent our country from becoming a relic of the past.
This was by no means an easy decision. Not only did I have to give up my American dream, but my wife and child would have to completely uproot their lives, changing jobs and schools. It was a huge sacrifice on their end, so after moving back I dedicated myself to working hard every day to maximize my contribution to Taiwan and exert the greatest impact possible.
I have worn a lot of hats since, and it may seem that there is no correlation on the surface. But, there is indeed a common purpose behind them, which is to promote change in Taiwan. First of all, I have long written posts and columns in online communities such as my own blog, Facebook, and journals like “The Commonwealth Magazine,” while also giving speeches and interviews for a variety of outlets whenever possible. I see these activities as a way to share new knowledge, new ideas, and disseminate the nutrients needed for progress.
I set up AppWorks with my partners to systematically help young people start their own businesses and cultivate the next generation of business leaders that will steer Taiwan forward. That's why AppWorks started its semi-annual startup accelerator in 2010, and has been offering it for free ever since. With the addition of the latest batch AW#17, the AppWorks Ecosystem encompasses 328 active startups and 925 founders, having collectively generated US$ 2.5 billion in revenues and created 9,586 jobs—not an immaterial contribution to Taiwan’s economy needless to say. More importantly, we’ve created a tight-knit community where founders can form lifelong relationships, while seeking advice from both peers and mentors in good times and bad. I see that as a long-term value to society.
Once AppWorks took a firm foothold in Taiwan, we began targeting Southeast Asia in 2014 to invite outstanding ASEAN entrepreneurs to join us. We hope to promote Taiwan's regionalization through a network of international founders, and in turn, facilitate the development of SEA’s digital economy. We've made significant strides these past five years. AW#18 will kick off in March 2019, and consists of 33 teams, 19 of which hailing from countries across SEA and beyond. Spanning our entire ecosystem, AppWorks encompasses 160 companies currently operating in Southeast Asia, forming a truly regional network. Now, AppWorks founders from Taiwan, Hong Kong, and Singapore are expanding to Indonesia and Vietnam, and it is easy to find local AppWorks alumni to lead the way, greatly reducing the barriers for international expansion.
In addition to AppWorks Accelerator, we have been working hard to create more examples for a modern Taiwan. Taking venture capital as an example, we successfully raised US$ 11 million for Fund I in 2012 and US$ 50 million for Fund II in 2014. Under the efforts of the AppWorks team, the investment performance of the two funds is currently above the industry average, of which Fund II has achieved an annualized internal rate of return (IRR) of 29%. This is much higher than the top quartile of VCs in both Europe and the United States. By pursuing the same performance as international first-class funds, we hope to encourage Taiwanese LPs (short for venture capital investors) to be more confident in supporting local emerging GPs (short for venture capital management companies) and to promote the recovery and ultimate longevity of Taiwan's VC industry.
In 2016, we created AppWorks School with the aim of helping the younger generation pick up new skill sets, enhance their careers, and join the growing tech industry. The school offers four-month free programs and has now graduated 106 students, 85% of whom have secured jobs as software engineers, with a median starting salary of US$ 21,833. Although our scale is still tiny compared to larger institutes, we hope our efforts have inspired others to promote the modernization of Taiwan’s education system and equip young people with the necessary skills to thrive in the AI era.
In addition, although AppWorks is still a small to medium-sized enterprise, it has received a lot of attention. Therefore, it often leads by example and demonstrates how to apply new thinkings to modern corporate management. In addition to internationally-competitive salaries, our colleagues enjoy flexible working hours and locations, unlimited vacation days, and several weeks off around Chinese New Year. AppWorks also recently launched an internal promotion track, promoting two of our very own staff to partners, Jessica Liu (30) and Andy Tsai (40). We hope that this move will also create a ripple effect across traditional Taiwanese industries, inspiring more local enterprises to put their faith in younger leaders.
Alongside the private sector, I am also actively involved in promoting Taiwan’s transformation through public sector activities. In 2016, I took over as chairman of TiEA (Taiwan Internet and E-Commerce Association) from Mr. Hung-Tze Jan (詹宏志). After taking office, I have worked hard to promote our industry and successfully convinced government cabinet members to create a separate category for e-commerce companies, which didn’t previously exist in Taiwan’s stock market. Since 2017, I have been the co-convenor of the Asia-Silicon Valley Development Agency Advisory Committee, advisor of DIGI+ Taiwan, and the country’s member in ABAC (APEC Business Advisory Council). Most recently in 2018, I was appointed by the President to represent Taiwan in the APEC Vision Group, where 21 member states come together to define APEC's vision for the next 20 years. Although these are all voluntary work, I have treated them as full-time jobs because they produce opportunities that can greatly influence Taiwan’s future.
Finally, last year I was prepared to uproot my family again and move to Jakarta. With a population of 260 million people, I observed that Indonesia was a rapidly emerging economy, producing many areas where Taiwan and Taiwanese companies can contribute. In the span of just five years, Indonesia went from a barren startup landscape to producing four local unicorns and attracting the presence of three international unicorns. Although the opportunities are abundant, Indonesia’s ecosystem was much different from Taiwan’s, creating immense cultural, regulatory, and competitive barriers for Taiwanese companies. I had thus planned on relocating to Jakarta in hopes of better leading AppWorks startups into Indonesia and shortening our distance from the world’s fourth most populous country and GSEA’s biggest economy. I would have had to sacrifice some of my roles and responsibilities in my Taiwan, but I put faith in my partners and co-workers to fill the void.
With all that said, I want you to understand that the underlying mission to change Taiwan has never faltered. With this mission in mind, I’ve never hesitated in making decisions over the years because I’ve never needed to consider my own interests—but only the things I can do at the moment to best contribute to Taiwan and generate the most impact. It’s what prompted my resolution to move back from New York, my intent to move to Jakarta, and now my decision to take on this new opportunity with “Taiwan Mobile + AppWorks.”
Not long ago, the Chairman of Taiwan Mobile Daniel Tsai reached out and asked if I was interested in taking over as General Manager of Taiwan Mobile. At first, I was unable to take his offer because I was getting ready to move to Indonesia and I didn’t know how this would contribute to making Taiwan better. After allowing myself a few days to contemplate, I found an answer. I told Chairman Tsai that I would take on the position, but only if I can pursue these 4 ambitions:
First, leverage the AppWorks ecosystem to help transform Taiwan Mobile into a true technology company. At the same time, leverage Taiwan Mobile as a platform to accelerate the growth of AppWorks startups, thereby creating a successful collaboration template for other Taiwan & SEA large corporations to work with startups.
Second, with AppWorks leading the way, establish Taiwan Mobile + AppWorks into a regional technology group across Greater Southeast Asia, in turn, inspiring other Taiwanese companies to explore Southeast Asia as well as becoming a platform for startups to go regional.
Third, build Taiwan Mobile + AppWorks group to a market cap of US$ 100 billion and create the first non-OEM company that originates from Taiwan and truly reaches a global scale.
Fourth, throughout the process, all the bonuses I am entitled to shall be donated by the group to public welfare, focusing specifically on promoting education reform and the film industry in Taiwan.
I told Chairman Tsai if these are the goals, it’s worth dedicating the next 10 - 15 years of my life to achieve. This is basically my dream list. If I do this, the contribution to Taiwan and the GSEA region as a whole from the combined entity will be much greater than the continued independent operation of AppWorks. Chairman Tsai agreed on these four goals and gave me his promise, but it was still not a decision that I could make on my own--after all building AppWorks into what is it today was not something I did alone. Therefore, I went back to communicate with the AppWorks partners and team, and with everyone's support, we decided to accept this challenge together.
Thus, at the beginning of the post, I said, that I am not only taking over the position of Taiwan Mobile’s GM, but undertaking the task of integrating Taiwan Mobile and AppWorks to amplify our impact by 10x. Of course, developing a completely new business model is not an easy job. I may have 20 years of entrepreneurship and work experience under my belt, but I still have much to learn when it comes to managing a massive telecoms operation with over 7,000 people, most of whom are much more familiar with the industry than me. Therefore, I asked Chairman Tsai to act as my partner through the process to ensure the continued operations of the telecoms unit. This will enable more time and space to develop new businesses, benefiting all “Taiwan Mobile + AppWorks” stakeholders in the long run.
The telecoms industry will likely undergo a crucial transformation in the next few years. Last year’s “NT$499 war” accelerated the decline of telecom subscribers’ ARPU (average revenue per household). Longer replacement periods for smartphones have led to the stagnation of mobile phone revenues and the rollout of 5G will cost four times the capex as 4G. These factors all threaten the industry’s ability to maintain the fluid growth it’s experienced for the past 20 years. Furthermore, the arrival of paradigm shifting technologies such as AI, IoT, Blockchain, and Cloud have put all telecom operators on the defensive.
On the other hand, the telecoms industry has established brands, long-term customer relationships, and a massive amount of user data—all valuable assets that can be better maximized. Through the combination of Taiwan Mobile + AppWorks and the 328 startups that AppWorks has cultivated, all emerging startups will be able to look to the combined platform as a strategic engine for cooperation and growth. This is will also enable Taiwan to develop new sources of value creation--a win-win for both sides.
Therefore, in the foreseeable future, AppWorks will not change direction. We will continue to invite outstanding entrepreneurs to join our accelerator, staying true to the original ethos of AppWorks, while leveraging the new Taiwan Mobile platform to help them. The operation of AppWorks Funds will not change. In fact, with the backing of Taiwan Mobile’s resources, we are confident that we can create better financial and strategic rewards for LPs. My role at AppWorks will not change. I will continue to serve as a partner of AppWorks. I will ensure that the integration of Taiwan Mobile + AppWorks will be a successful, long-lasting win-win situation for all stakeholders involved. The only change is probably that my working hours will increase, effectively cutting into my family time. So first, I must apologize to my great wife and two lovely sons, and thank them for their continued support and understanding of this decision.
As for the plan to move to Jakarta and guide more AppWorks startups to enter Indonesia, regrettably it must be suspended. Fortunately, Jessica Liu, AppWorks’ newest partner, has promised to take up this responsibility. I believe that under her leadership, AppWorks' Indonesia initiative will still be able to make a big splash and develop fruitfully.
Hopefully, this post has provided you with all the relevant details regarding the Taiwan Mobile + AppWorks announcement. To friends and media, I sincerely appreciate your continued support. At any rate, I will continue to work hard to contribute to Taiwan. I hope that the children of our generation will grow up and be proud of being Taiwanese.
Finally, I wish everyone all the best. Have a wonderful and prosperous pig year!
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「持續為貢獻台灣而努力,希望我們這一輩的小孩們長大後,可以和我們一樣,以做台灣人為榮」
#EnglishBelow 稍早台灣大哥大發布訊息,自 2019 年 4 月 1 日起將聘任為我為總經理,我的朋友們,以及長期關心我與 AppWorks 的媒體,一定會有許多疑惑,請容我在此統一向大家說明。
首先,我不是接下了台灣大總經理的職位,而是接下了整合市值美金 120 億、營收美金 38 億的台灣大與市值美金 36 億、營收美金 25 億的 AppWorks Ecosystem,放大出 10 倍成果的任務。
這得從我的故事說起,如果您還沒聽過的話,我原本已經移民美國,和老婆小孩開心的住在紐約,2008 年,我在美看到 iPhone、Android 相繼問世,Facebook、Twitter 等社群媒體成為主流,意識到軟體的力量將越來越大,而硬體將越來越沒有價值,換言之,台灣的國際經濟地位將受到極大挑戰,因此決定舉家搬遷回台,推動台灣的轉型升級,以免我熱愛的福爾摩沙從世界經濟奇蹟變成失落的遺跡。
這是一個很大的決定,不僅我要放棄自己的美國夢,老婆、小孩都得跟著改變職涯、學涯,因此既然要做,就得發揮最大的 Impact。所以回台之後,我每天思考、決定、努力的,都是最大化我對台灣的貢獻。
因此這些年來我戴了很多帽子,表面看起來沒什麼相關性,但背後都有一個共同的目的,那就是推動台灣的改變。首先,我長期寫網誌、經營 Facebook 等網路社群、在《天下》等期刊寫專欄、出書、演講、接受採訪,心想的是分享新知、新觀念,散播進步需要的養分。
我與夥伴們成立 AppWorks,有系統的幫助年輕人創業,為的是培養千千萬萬帶領台灣前進的下一代生力軍。這也是為什麼 AppWorks 從 2010 年啟動半年一期的創業加速器,至今一直堅持免費提供。目前 AppWorks Accelerator 共畢業的 17 屆、925 位創業者,由他們成立的活躍企業高達 328 家,2018 年產值 760 億,提供 9,500 個工作機會,非常確切的為台灣貢獻一股向上動能。更重要的是,這些創業者們因 AppWorks 而相識相惜,形成一個緊密互助的網路,更是社會的長期資產。
當 AppWorks 在台灣站穩腳步,2014 年我們開始積極走訪東南亞,邀請優秀的東協創業者前來加入,希望透過串連跨國創業者網路,促進台灣的區域化,同時貢獻東協的數位發展。經過 5 年的推動,這個工作也有大幅進展,即將在 3 月進駐 AppWorks 的 33 組 AW#18 團隊,將有高達 19 組來自東南亞,包含他們在內,AppWorks 有 160 家企業在台灣以外的大東南亞市場有據點,形成一個真正區域化的網路。現在,來自台灣、香港、新加坡的 AppWorks 創業者要前往印尼、越南發展,可以很容易的找到 AppWorks 校友帶路,大大降低了區域化的門檻。
除了創業加速器,透過 AppWorks,我們同時努力創造更多台灣改變需要的新典範。以創業投資為例,我們 2012 年成功募集 3.2 億 Fund I,2014 年募得 15 億 Fund II,在 AppWorks 團隊的努力經營下,目前兩支基金的投資績效都是水準以上,其中 Fund II 至今的年化內部報酬率 (IRR) 達 29%,遠高於歐美同期創投基金的 Top Quartile (前四分之一) 指標。透過追求與國際一流基金同等的表現,我們希望促進台灣 LP (創投投資人的簡稱) 更有信心支持本土新興 GP (創投管理公司的簡稱),進而推動台灣創投業的復甦。
2016 年,我們出資成立 AppWorks School,每 4 個月一期,免費幫助年輕人透過實作學習程式、轉職工程師、加入成長中的數位行業,提升他們的職涯的同時,也為台灣貢獻人才。目前 School 已畢業 106 位學生,其中 85% 成功轉職,第一年起薪中位數達 67 萬。雖然杯水車薪,但我們希望拋磚引玉,刺激台灣教育的現代化,幫助年輕人準備好面對 AI 時代。
此外,AppWorks 雖然仍是中小企業,但受到的關注較多,因此也經常以身作則,為台灣業界示範新時代企業可以有的新思維。除了看齊國際優質創投的薪資獎金水準、年假無上限、自由選擇工作時間地點、新年假期長達三、四週外,我們更在日前啟動交棒計畫,讓年僅 30 歲的 Jessica 劉侊縈、40 歲的 Andy 蔡欣翰升任合夥人,希望激發台灣企業勇敢讓年輕人當家。
私部門之外,有機會推動台灣轉型的公領域活動,我也積極參與。2016 年,我從詹宏志先生手上接下 TiEA (台灣網際網路暨電子商務產業發展協會) 理事長,上任後便努力推動網路電商正名運動,成功說服了櫃買中心創立電子商務分類;2017 年起我開始擔任亞洲·矽谷民諮委共同召集人、數位國家諮詢委員、代表台灣參加每年四次的 ABAC (APEC Business Advisory Council) 會議,2018 年又奉總統之命擔任 APEC Vision Group 代表,與其他 20 會員國派出的先進,一起定義 APEC 未來的 20 年願景。這些雖然都是義務工作,但我都當作正職全力以赴,因為都有機會大大影響台灣的命運,以及在經濟領域的國際能見度。
最後,我去年決定再次舉家,準備遷往雅加達,同樣還是以為台灣貢獻出發。我觀察到 2.6 億人口的印尼正在快速崛起,短短 5 年內從有限的新創活動,到 4 隻本土獨角獸加 3 隻外來獨角獸的蓬勃景況,必須要幫助台灣抓住這個成長機會,但印尼商業生態與台灣大不相同,所以我決定進駐雅加達、深耕當地,希望能因此扮演帶領 AppWorks 新創進入印尼的嚮導,縮短我們與世界第四大國、東南亞第一大國的距離。這麼做得犧牲一些我在台灣的工作,但這些工作多半我的夥伴們可以承接,因此我便毅然開始行動。
講了這麼多,我其實只是希望您能了解,我大老遠從紐約搬回來的目的就是改變台灣,所以這些年來我做決定沒什麼懸念,因為不需要考慮自己的利益,只需要考慮在這個時間點,我做這件事情,是不是最能貢獻台灣。
如此我們便可以回到正題,這次的「台灣大 + AppWorks」專案。
不久前,蔡明忠董事長約我談話,詢問我有沒有興趣接下台灣大總經理的職位,一開始我其實是無法答應的,首先我已經決定搬去印尼,再來我也不確定接這個位子,跟貢獻台灣的關係。回去想了兩整天後,我有了答案,我跟蔡董事長說,必須有四個先決條件:
第一,結合台灣大和 AppWorks,用 AppWorks 生態系去幫助台灣大轉型為科技企業,同時以台灣大為平台去加速 AppWorks 新創的成長,因此創造更多成功的企業,為台灣示範成熟企業如何與新創實際合作;
第二,由 AppWorks 帶路,推動台灣大 + AppWorks 走出台灣,成為一個大東南亞科技集團,為台灣企業的區域化寫下典範,同時也成為能加速 AppWorks 新創區域化的大平台;
第三,以建立一個市值 1,000 億美金 (US$ 100B) 的科技集團為目標,創造第一個由台灣出發、真正達到國際級的非代工企業;
第四,所有因為台灣大 + AppWorks 集團未來的價值成長,公司依規定希望給予我個人的獎勵,要能全數由集團捐為公益使用,且專注在推動台灣的教育改革與電影工業上。
我跟蔡董事長說,如果以這四個目標為前提,那就值得我花 10 到 15 年的生命去推動。這基本上是我的夢幻清單,如果這麼做的話,能為台灣創造的貢獻,比 AppWorks 繼續獨立營運還會巨大許多,想不到蔡董事長毫不猶豫的答應。也因此,我回頭與 AppWorks 的夥伴們溝通,得到大家的支持後,我們決定一起接受這個挑戰。所以開頭我說,我不是接下了台灣大總經理的職位,而是接下了整合台灣大與 AppWorks,放大出 10 倍成果的任務。
當然,這不是一件容易的工作,發展新的商業模式,我或許有 20 年的創業、工作經驗作為後盾,但對於管理電信事業,對於領導一個 7,000 人的大集團,我有太多需要學習的地方,所以,我請蔡董事長務必持續扮演我的 Partner,在這個過程中一起確保電信本業的營運,好讓我們有最大的空間與時間,去爭取新事業的發展,為所有「台灣大 + AppWorks」的 Stakeholders,爭取最佳的長期利益。
未來幾年,將是電信業轉型的關鍵時期,去年 499 之亂加速電信用戶 ARPU (平均每戶營收) 的下滑,消費者換機時間拉長導致手機營收停滯,接下來資本支出是 4G 近 4 倍的 5G 即將到來,更讓電信長達 20 年紅利時代難以延續,AI、IoT、Blockchain、Cloud 等巨型典範轉移接連的到來,進一步逼迫電信業者不能繼續防守。
另一方面,電信業已經建立的品牌、長期客戶關係、大量用戶數據,卻是極有價值,可以更全面應用的資產。透過台灣大 + AppWorks 的結合,目前已經產生 760 億年營收的 AppWorks 的 328 家新創,以及未來將持續培養的更多新興企業,都有機會透過與台灣大的合作加速成長,而台灣大也能因此取得新的營收引擎,創造雙贏的局面。
所以,在可預見的未來,AppWorks 的方向不會改變,我們將持續邀請優秀的創業者加入,透過 AppWorks 原有的能量,以及新增的台灣大平台幫助他們。AppWorks 基金的營運也不會改變,事實上,加入了台灣大的能量,我們有信心能為 LP 們創造更好的財務、策略報酬。我的角色,除了新增台灣大總經理以外,也沒有改變,將持續擔任 AppWorks 的董事長、合夥人,戮力確保台灣大 + AppWorks 的整合能順利成功、長長久久,創造多贏。唯一改變的,大概是我的工作時間將會增加,因此要犧牲與家人的相處,在此先跟偉大的老婆、兩個可愛的兒子道歉,感謝他們對這個決定的支持與諒解。
至於搬遷至雅加達、引導更多 AppWorks 新創進軍印尼的計畫,很遺憾必須暫緩,所幸 AppWorks 的新任合夥人 Jessica (劉侊縈),已經承諾會扛起這個責任,相信在她的帶領下,AppWorks 的印尼計畫還是能夠大鳴大放、開花結果。
以上,就是針對此次台灣大 + AppWorks 的重大發展,向各位好友、媒體朋友的報告,懇求你們的支持。無論如何,我會持續為貢獻台灣而努力,希望我們這一輩的小孩們長大後,可以和我們一樣,以做台灣人為榮。
最後,預祝 您
新年快樂 諸凡順遂
助君張目 豬滿福保
Earlier today, Taiwan Mobile published an announcement communicating their intention to appoint me as the company’s general manager as of 4/1/2019. I’m sure this announcement may come as a surprise to many of my friends in the startup community, likely leaving you all with ample questions, concerns, and potentially even doubt. Let me take the opportunity to clarify the situation and explain the reasonings behind my decision for everyone.
Firstly, I must clarify that I am not merely taking over as GM of Taiwan Mobile, but taking on the bigger job of integrating Taiwan Mobile, a $12B market cap & $3.8B revenue company, and AppWorks, a $3.6B valuation & $2.5B revenue ecosystem, to amplify our impact by 10x.
But to adequately understand where we’re going, I think it’s important for everyone to know where we’ve come from. This begins with my story—for those of you that haven’t heard it before—which dates back to my time living in New York. It was around 2008 when I saw the launch of iPhone and Android, as well as the advent of Facebook, Twitter, etc, collectively catapulting social media into mainstream use. It was clear that software was increasingly taking over the world while the value of hardware was becoming more and more commoditized. This posed a dire existential threat to Taiwan, whose global economic contributions had been primarily driven by hardware and semiconductor manufacturing. This eventually prompted my resolve to move back to Taiwan and prevent our country from becoming a relic of the past.
This was by no means an easy decision. Not only did I have to give up my American dream, but my wife and child would have to completely uproot their lives, changing jobs and schools. It was a huge sacrifice on their end, so after moving back I dedicated myself to working hard every day to maximize my contribution to Taiwan and exert the greatest impact possible.
I have worn a lot of hats since, and it may seem that there is no correlation on the surface. But, there is indeed a common purpose behind them, which is to promote change in Taiwan. First of all, I have long written posts and columns in online communities such as my own blog, Facebook, and journals like “The Commonwealth Magazine,” while also giving speeches and interviews for a variety of outlets whenever possible. I see these activities as a way to share new knowledge, new ideas, and disseminate the nutrients needed for progress.
I set up AppWorks with my partners to systematically help young people start their own businesses and cultivate the next generation of business leaders that will steer Taiwan forward. That's why AppWorks started its semi-annual startup accelerator in 2010, and has been offering it for free ever since. With the addition of the latest batch AW#17, the AppWorks Ecosystem encompasses 328 active startups and 925 founders, having collectively generated US$ 2.5 billion in revenues and created 9,586 jobs—not an immaterial contribution to Taiwan’s economy needless to say. More importantly, we’ve created a tight-knit community where founders can form lifelong relationships, while seeking advice from both peers and mentors in good times and bad. I see that as a long-term value to society.
Once AppWorks took a firm foothold in Taiwan, we began targeting Southeast Asia in 2014 to invite outstanding ASEAN entrepreneurs to join us. We hope to promote Taiwan's regionalization through a network of international founders, and in turn, facilitate the development of SEA’s digital economy. We've made significant strides these past five years. AW#18 will kick off in March 2019, and consists of 33 teams, 19 of which hailing from countries across SEA and beyond. Spanning our entire ecosystem, AppWorks encompasses 160 companies currently operating in Southeast Asia, forming a truly regional network. Now, AppWorks founders from Taiwan, Hong Kong, and Singapore are expanding to Indonesia and Vietnam, and it is easy to find local AppWorks alumni to lead the way, greatly reducing the barriers for international expansion.
In addition to AppWorks Accelerator, we have been working hard to create more examples for a modern Taiwan. Taking venture capital as an example, we successfully raised US$ 11 million for Fund I in 2012 and US$ 50 million for Fund II in 2014. Under the efforts of the AppWorks team, the investment performance of the two funds is currently above the industry average, of which Fund II has achieved an annualized internal rate of return (IRR) of 29%. This is much higher than the top quartile of VCs in both Europe and the United States. By pursuing the same performance as international first-class funds, we hope to encourage Taiwanese LPs (short for venture capital investors) to be more confident in supporting local emerging GPs (short for venture capital management companies) and to promote the recovery and ultimate longevity of Taiwan's VC industry.
In 2016, we created AppWorks School with the aim of helping the younger generation pick up new skill sets, enhance their careers, and join the growing tech industry. The school offers four-month free programs and has now graduated 106 students, 85% of whom have secured jobs as software engineers, with a median starting salary of US$ 21,833. Although our scale is still tiny compared to larger institutes, we hope our efforts have inspired others to promote the modernization of Taiwan’s education system and equip young people with the necessary skills to thrive in the AI era.
In addition, although AppWorks is still a small to medium-sized enterprise, it has received a lot of attention. Therefore, it often leads by example and demonstrates how to apply new thinkings to modern corporate management. In addition to internationally-competitive salaries, our colleagues enjoy flexible working hours and locations, unlimited vacation days, and several weeks off around Chinese New Year. AppWorks also recently launched an internal promotion track, promoting two of our very own staff to partners, Jessica Liu (30) and Andy Tsai (40). We hope that this move will also create a ripple effect across traditional Taiwanese industries, inspiring more local enterprises to put their faith in younger leaders.
Alongside the private sector, I am also actively involved in promoting Taiwan’s transformation through public sector activities. In 2016, I took over as chairman of TiEA (Taiwan Internet and E-Commerce Association) from Mr. Hung-Tze Jan (詹宏志). After taking office, I have worked hard to promote our industry and successfully convinced government cabinet members to create a separate category for e-commerce companies, which didn’t previously exist in Taiwan’s stock market. Since 2017, I have been the co-convenor of the Asia-Silicon Valley Development Agency Advisory Committee, advisor of DIGI+ Taiwan, and the country’s member in ABAC (APEC Business Advisory Council). Most recently in 2018, I was appointed by the President to represent Taiwan in the APEC Vision Group, where 21 member states come together to define APEC's vision for the next 20 years. Although these are all voluntary work, I have treated them as full-time jobs because they produce opportunities that can greatly influence Taiwan’s future.
Finally, last year I was prepared to uproot my family again and move to Jakarta. With a population of 260 million people, I observed that Indonesia was a rapidly emerging economy, producing many areas where Taiwan and Taiwanese companies can contribute. In the span of just five years, Indonesia went from a barren startup landscape to producing four local unicorns and attracting the presence of three international unicorns. Although the opportunities are abundant, Indonesia’s ecosystem was much different from Taiwan’s, creating immense cultural, regulatory, and competitive barriers for Taiwanese companies. I had thus planned on relocating to Jakarta in hopes of better leading AppWorks startups into Indonesia and shortening our distance from the world’s fourth most populous country and GSEA’s biggest economy. I would have had to sacrifice some of my roles and responsibilities in my Taiwan, but I put faith in my partners and co-workers to fill the void.
With all that said, I want you to understand that the underlying mission to change Taiwan has never faltered. With this mission in mind, I’ve never hesitated in making decisions over the years because I’ve never needed to consider my own interests—but only the things I can do at the moment to best contribute to Taiwan and generate the most impact. It’s what prompted my resolution to move back from New York, my intent to move to Jakarta, and now my decision to take on this new opportunity with “Taiwan Mobile + AppWorks.”
Not long ago, the Chairman of Taiwan Mobile Daniel Tsai reached out and asked if I was interested in taking over as General Manager of Taiwan Mobile. At first, I was unable to take his offer because I was getting ready to move to Indonesia and I didn’t know how this would contribute to making Taiwan better. After allowing myself a few days to contemplate, I found an answer. I told Chairman Tsai that I would take on the position, but only if I can pursue these 4 ambitions:
First, leverage the AppWorks ecosystem to help transform Taiwan Mobile into a true technology company. At the same time, leverage Taiwan Mobile as a platform to accelerate the growth of AppWorks startups, thereby creating a successful collaboration template for other Taiwan & SEA large corporations to work with startups.
Second, with AppWorks leading the way, establish Taiwan Mobile + AppWorks into a regional technology group across Greater Southeast Asia, in turn, inspiring other Taiwanese companies to explore Southeast Asia as well as becoming a platform for startups to go regional.
Third, build Taiwan Mobile + AppWorks group to a market cap of US$ 100 billion and create the first non-OEM company that originates from Taiwan and truly reaches a global scale.
Fourth, throughout the process, all the bonuses I am entitled to shall be donated by the group to public welfare, focusing specifically on promoting education reform and the film industry in Taiwan.
I told Chairman Tsai if these are the goals, it’s worth dedicating the next 10 - 15 years of my life to achieve. This is basically my dream list. If I do this, the contribution to Taiwan and the GSEA region as a whole from the combined entity will be much greater than the continued independent operation of AppWorks. Chairman Tsai agreed on these four goals and gave me his promise, but it was still not a decision that I could make on my own--after all building AppWorks into what is it today was not something I did alone. Therefore, I went back to communicate with the AppWorks partners and team, and with everyone's support, we decided to accept this challenge together.
Thus, at the beginning of the post, I said, that I am not only taking over the position of Taiwan Mobile’s GM, but undertaking the task of integrating Taiwan Mobile and AppWorks to amplify our impact by 10x. Of course, developing a completely new business model is not an easy job. I may have 20 years of entrepreneurship and work experience under my belt, but I still have much to learn when it comes to managing a massive telecoms operation with over 7,000 people, most of whom are much more familiar with the industry than me. Therefore, I asked Chairman Tsai to act as my partner through the process to ensure the continued operations of the telecoms unit. This will enable more time and space to develop new businesses, benefiting all “Taiwan Mobile + AppWorks” stakeholders in the long run.
The telecoms industry will likely undergo a crucial transformation in the next few years. Last year’s “NT$499 war” accelerated the decline of telecom subscribers’ ARPU (average revenue per household). Longer replacement periods for smartphones have led to the stagnation of mobile phone revenues and the rollout of 5G will cost four times the capex as 4G. These factors all threaten the industry’s ability to maintain the fluid growth it’s experienced for the past 20 years. Furthermore, the arrival of paradigm shifting technologies such as AI, IoT, Blockchain, and Cloud have put all telecom operators on the defensive.
On the other hand, the telecoms industry has established brands, long-term customer relationships, and a massive amount of user data—all valuable assets that can be better maximized. Through the combination of Taiwan Mobile + AppWorks and the 328 startups that AppWorks has cultivated, all emerging startups will be able to look to the combined platform as a strategic engine for cooperation and growth. This is will also enable Taiwan to develop new sources of value creation--a win-win for both sides.
Therefore, in the foreseeable future, AppWorks will not change direction. We will continue to invite outstanding entrepreneurs to join our accelerator, staying true to the original ethos of AppWorks, while leveraging the new Taiwan Mobile platform to help them. The operation of AppWorks Funds will not change. In fact, with the backing of Taiwan Mobile’s resources, we are confident that we can create better financial and strategic rewards for LPs. My role at AppWorks will not change. I will continue to serve as a partner of AppWorks. I will ensure that the integration of Taiwan Mobile + AppWorks will be a successful, long-lasting win-win situation for all stakeholders involved. The only change is probably that my working hours will increase, effectively cutting into my family time. So first, I must apologize to my great wife and two lovely sons, and thank them for their continued support and understanding of this decision.
As for the plan to move to Jakarta and guide more AppWorks startups to enter Indonesia, regrettably it must be suspended. Fortunately, Jessica Liu, AppWorks’ newest partner, has promised to take up this responsibility. I believe that under her leadership, AppWorks' Indonesia initiative will still be able to make a big splash and develop fruitfully.
Hopefully, this post has provided you with all the relevant details regarding the Taiwan Mobile + AppWorks announcement. To friends and media, I sincerely appreciate your continued support. At any rate, I will continue to work hard to contribute to Taiwan. I hope that the children of our generation will grow up and be proud of being Taiwanese.
Finally, I wish everyone all the best. Have a wonderful and prosperous pig year!
startup company android 在 多益達人 林立英文 Facebook 的最佳貼文
【如何在兩個月內買到小米手機
How to Buy a Xiaomi in Two Short Months】
Beijing, Sept. 4th (by Carlos Tejada) -- China’s Xiaomi rose to the top ranks of global smartphone makers in only five years by selling high-spec phones at lowball prices. The phones have been snapped up by Chinese consumers looking for an affordable, homegrown alternative to pricier gadgets made by Apple and Samsung Electronics. Its success has made it China’s most valuable startup and second only to Uber in terms of global valuations.
中國的小米公司僅用了不到五年的時間,藉由以低價銷售高規格手機商品,在全球智慧型手機市場中躍昇至名列前茅的位置。與美國蘋果和南韓三星生產且較為昂貴的智慧型裝置相比,小米公司給中國消費者提供的是可負擔得起的國產化和實惠替代選擇,其產品也屢屢被中國消費者一掃而空。小米公司的成功使它一舉成為中國最具市場價值的新創企業,即使在全球範圍來算,其市值也僅次於 Uber。
So goes the story behind Xiaomi’s rise. Still, there’s one aspect of its business that can be hard to convey to the outside world: Its phones can be very, very, very difficult to buy.
以上便是小米崛起的故事,然而這其中尚有一個難與外界陳述的事實是:小米手機是非常,非常,非常難以購買的。
Xiaomi sells its phones only in China, India and a few other Asian markets. But that’s just the start of the difficulties. In China the company sells its newest phones online in limited batches through what are called flash sales. Xiaomi and analysts say that helps the company cope with demand for new products as it ramps up production.
目前小米公司僅在中國、印度及一些亞洲國家銷售智慧手機,不過這其實只是造成購買困難的第一個因素。小米公司在中國是透過所謂線上分批搶購的方式來銷售其最新機型。小米公司和分析家認為這種銷售方式有助於公司更好地控管新產品產量只能逐步上升可能造成的供不應求狀況。
On a practical level, it means those who aren’t quick enough with a computer mouse may have a long time to wait before they get one.
實際一點來說,這就表示那些使用電腦滑鼠不夠敏捷的人可能就得在買到一台小米手機之前要等上好長一段時間了。
I chose to buy a Xiaomi phone after the company lent me its newest phablet, the Note Pro, to use for a few weeks. I liked the large screen, decent camera and its take on Google’s Android phone-operating software, which in my opinion is still inferior to Apple’s mobile software but is closing the gap. Mostly, I liked the price – the Note Pro costs about half the price of Apple’s base-model iPhone 6 Plus, which is the same size but comes with only a quarter of the memory.
在小米公司把最新型的 Note Pro 智慧型大螢幕手機借給我使用了幾個星期之後,我決定自行購買一台小米手機。我非常喜歡它的大螢幕以及拍照效果不錯的鏡頭。小米手機使用的是 Google 公司的 Android 手機作業系統,雖然 Android 系統跟蘋果公司的 iOS 系統還存在一定差距,但這個差距正逐漸縮小中。我最在意的還是價格:小米 Note Pro 的售價僅為蘋果公司 iPhone 6 Plus 基本款(16 GB)的一半,且這兩台手機的尺寸一樣,而 Note Pro 的記憶體容量足足為 iPhone 6 Plus 的 4 倍 (64 GB)。
Another reason I liked it: In China-nerd circles, the phone is a conversation starter. People who follow China or technology but who aren’t on the mainland rarely see one. In that crowd everybody has an opinion of Xiaomi, ranging from respect for a scrappy startup to contempt for a cheap copycat. “Oh, you have a Xiaomi?” they ask, with some mix of curiosity and amusement.
我喜歡小米手機的另一個理由是,在愛好中國事物的群體之中,小米手機總是一個很不錯的開場白,因為關注中國或者科技產品但身不在中國的人很少能看見小米手機。那個群體的人對於小米都有各自的看法,有的人對這個草莽的新創公司表達尊重,也有人輕蔑地認為小米手機僅僅是廉價的山寨產品。他們會帶著愉悅和好奇問說:「哦?你的是小米手機?」
I chose to buy my phone like most Chinese people buy theirs: through an online flash sale. I skipped online brokers and secondhand dealers over concerns about malware and fakes. I also declined an offer from Xiaomi for a pass that would let me jump to the front of the line, an inducement it offers to its biggest Mi fans.
我選擇採用大多數在中國的消費者們所使用的方式來購買小米手機:線上搶購。出於對惡意軟體和假貨問題的擔憂,我略過了從網路賣家和二手交易者那邊購買的方案。我還放棄了小米公司提供的「插隊」優待,這對於廣大的「米粉」族來說可是項福利啊。
I went in with a co-worker, Olivia, who wanted to buy a budget-level phone for her father.
我和我的同事 Olivia 一起進行搶購,而她想幫她爸爸購買一台經濟實惠的手機。
Day 1第 1 天
Xiaomi holds its flash sales on Tuesdays at noon sharp. To buy one, a customer needs access to a Chinese debit or credit card or an account with an online payment system like Alibaba Group’s Alipay affiliate. With all those in check, I perched over my computer with my mouse at the ready.
小米在週二中午整點展開了一次搶購活動,想要參與的消費者必須擁有中國記帳卡、信用卡或者像隸屬阿里巴巴公司的支付寶那樣的線上付款系統。一切就緒以後,我手握滑鼠靜候在電腦旁邊嚴陣以待。
As it turns out, there’s another helpful prerequisite: An ability to read fine print in Chinese. My noontime click generated a message congratulating me for registering to try to buy a Xiaomi phone. The fine print on the website said people trying to buy a phone must first register on the site. My first true opportunity, it told me, would be next Tuesday.
有一個先決條件更能使我們成功搶購到手機:你需要具備讀懂中國文字的能力。我算好正午時間點下按鈕之後出現一個視窗,是一條恭喜資訊:小米網站祝賀我註冊成功,並可以開始嘗試搶購小米手機。網站上的中文有提示希望搶購小米手機的用戶必須先在網站進行註冊,我成功註冊以後的第一次嘗試機會變成了下週二。
Day 8第 8 天
Primed and registered, I set off with my mouse promptly at noon as if a starter’s pistol had gone off next to my ear. Two pages of options popped up on my browser. I read the Chinese as quickly as I could and clicked away.
確認註冊成功,且一切就緒以後,我又一次算準正午時分點下了滑鼠,那時的聲音就像是起跑槍的聲音從我耳邊呼嘯而過。隨後瀏覽器上出現了兩個頁面,我盡可能快速地閱讀了上面的中文資訊並隨後點了關閉。
Xiaomi’s mascot – a white rabbit named Mitu wearing a green Chinese army hat – popped up on my screen. It appeared to be running in place. The text explained that too many people were trying to buy phones too. “I’m lined up and currently moving forward with everything I’ve got,” it said.
小米的吉祥物,一隻戴著綠色中國軍帽,名為「米兔」的兔子出現在我的螢幕之上,一切看似順利。但上面的文字卻顯示目前搶購小米手機的人數已經太多,而且頁面一直顯示「正在排隊中」。
It ran with everything it had for the next 20 minutes. I wondered how long it would take for me to find out whether I had won my phone.
結果20 分鐘過去了,頁面所顯示的內容還是一樣,我當時就很好奇還需要等多久我才會知道是否搶到了手機。
A colleague, Yang Jie, walked by and sighed. “You didn’t get it, Carlos,” she said. Sure enough, the image soon changed to a Mitu gushing tears. “Sorry, we’re already sold out,” it said.
這時我一位同事Yang Jie經過並嘆了一口氣。她說:「Carlos,你沒有搶到。」果不其然,頁面隨後便出現了一隻淚水狂噴的米兔。上面寫著:「非常抱歉,我們已經售罄。」
I looked to Olivia, who shook her head. Sold out too.
我望向 Olivia 那兒,她搖了搖頭,顯然她也沒有搶到。
Day 15第 15 天
I noticed this time that Xiaomi offers potential buyers the option of ordering the Xiaomi phone for guaranteed delivery in a month. I snorted. Waiting, I decided, is for chumps. I’m not a chump. I’m a champ. Surely I can click as fast as anybody.
這次我注意到小米為潛在購買者提供了預約購買的服務,並保證在一個月內進行配送。我對此冷哼一聲。我主意已決,這種等待方案是準備給傻瓜的,但我並不是一個傻瓜,我是一個贏家,我肯定可以比別人更快點下滑鼠。
Apparently not. This time the crying Mitu quickly replaced the running Mitu. Sold out. On to next week.
結果根本事與願違,這次哭泣的米兔很快便取代跑步的米兔出現在了螢幕之上。再次售罄,只好再等到下個星期了。
But not with Olivia. Twice was enough, and she dropped out. “It’s too hard,” she said.
不過這次 Olivia 並沒有參與,因為她覺得兩次嘗試就夠了所以罷手。她說:「這太難了」。
Day 22第 22 天
I was on the phone with a colleague in Hong Kong when the trumpets from theme music of China’s national noon television broadcast blared across the newsroom. Noon! I scrambled to my open browser. Those precious seconds may have cost me. The crying Mitu mocked my inattention. Vigilance is the price of flash sales.
當時我在跟一位在香港的同事講電話,隨後我聽到了中國午間新聞的主題音樂。又到正午了!我習慣性反射地衝到開啟的瀏覽器前面,每一秒鐘都太寶貴了。哭泣的米兔再一次無情地嘲笑著我不夠投入的搶購行為。在進行秒殺搶購的時候警惕性實在是太重要了。
Day 29第 29 天
Xiaomi says it sells phones in limited batches strictly for production reasons, not to stoke demand through what’s known as scarcity marketing. “We have to monitor the demand for our smartphones, and produce our inventory accordingly, which requires us to use the flash sale model,” a spokeswoman said.
小米公司稱其之所以採用限量搶購的方式主要是由於產能問題,而並非像所傳的那樣利用所謂的「饑餓行銷」來刺激需求。「我們必須對自己智慧手機的銷量進行監控,並據此對庫存及產能進行調整,因此我們只能選擇限量搶購的模式。」小米公司的一位女發言人這麼說。
Whatever the reason, it resulted in a crying Mitu on my screen.
不管理由是什麼,最終我的螢幕上還是再度出現了一隻哭泣的米兔。
Day 36第 36 天
Hello again, you crying little lapin tease. Had I chosen to be a chump, instead of a champ, I’d have my Xiaomi by now.
再次見到了米兔的哭臉嘲諷。如果當初能自認蠢蛋,不要選擇當贏家的話,現在我應該已經把小米手機拿到手了。
Still, I wasn’t frustrated. More curious. Was it possible, in fact, to buy a Xiaomi phone?
但我並沒有感到沮喪,只是更加好奇用搶購這種方式的消費者究竟能否買到小米手機?
Day 42第 42 天
Noon on Tuesday in China came at 9 p.m. Monday at the airport in Phoenix, where I was schlepping two children from one set of grandparents to another. I thought about telling my wife I wanted to put down our luggage and pause our U.S. vacation while I try to buy a phone in China from a company that uses a militant rabbit as a mascot. I thought about the divorce proceedings. I kept silent.
中國週二的正午是美國鳳凰城(Phoenix)週一早上 9 點,當時我在鳳凰城的機場內,手上抱著兩個孩子,我剛把他們從祖父母處接回,現在正前往外祖父母的住處。當時我想要告訴太太我想放下行李並暫停我們的度假,因為我正嘗試從一家以軍裝兔子作為吉祥物的公司處搶購一台手機。只是在我想到了離婚的訴訟程序之後,我選擇了保持沉默。
Day 49第 49 天
I just plain forgot.
我壓根兒忘記了有搶購這件事情。
Day 55第 55 天
I logged into Xiaomi’s Chinese site the day before the Tuesday auction to register for the big showto be greeted with a message that the Note Pro was available for immediate sale. The Xiaomi spokeswoman later said that “we move from flash sales to open sales after we determine the exact alignment of demand and supply accordingly.” My Xiaomi would be waiting at my desk in Beijing when I returned.
我在週二的搶購開始之前就先登入小米的中文網頁,結果登入後我看到一則訊息說小米 Note Pro 已經可以即時購買。隨後小米公司的女發言人表示:「在確認了供應量能夠滿足需求量以後,我們決定將銷售方式從限量搶購調整為公開銷售。」在我回到北京的時候我的小米手機就已經躺在我桌子上等著我了。
TZ Wong, an analyst with research firm Canalys, says Xiaomi will need to broaden its distribution channels, “especially if it wants to achieve its ambitious 80 million to 100 million smartphone target for this year.” The Xiaomi spokeswoman said it doesn’t pursue market-share targets.
市場調查及研究機構Canalys 的分析師 TZ Wong 表示小米公司必須拓展其分配銷售的管道,「特別是如果他們想在今年達成 8 千萬至 1 億的銷售目標後。」但小米的女發言人稱公司並不以追求市場佔有率為目標。
My phone works fine so far. Does it work two-months’-wait fine? That’s between me and the Mitu.
目前我的手機運作的狀況一切良好,不過這支手機真的值得這兩個月的苦苦等候嗎?這個問題就留給我和米兔吧。
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