Chapter 456 Global layout, sugar-coated bullets for TSMC
To put it bluntly, all results speak for themselves.
When engaging in scientific research in colleges and universities, it is a matter of getting promoted or leaving.
It doesn’t matter whether you are a 985 doctor or a C9 doctor. If you fail to meet the assessment requirements and produce results, you will leave directly.
The same is true in enterprises.
Even for Pang Liguo, if the research and development of the Wing Loong 3000 baseband fails, Kunpeng 700 and Kunpeng 702 SOCs will all be put on the market, and Wang Yi's tens of billions of investments will be wasted.
Then Wang Yi will let him go!
In the semiconductor industry, there are no second chances!
Nie Zheng, who has been around for many years, knows these unspoken rules best and quickly expressed his stance:
"Don't worry, Director Wang, I will go all out and make a 28nm CPU before the end of next year!"
"Okay, I'm waiting to celebrate your success!"
Wang Yi spoke calmly, and then it depends on the performance of each R&D center.
Now several R&D centers, three major businesses of CPU, GPU, and AI chips are fully invested.
But subsequent financial support will depend on the performance of each R&D center.
To put it bluntly, it is just cultivating gu and internal competition.
Competition between different R&D centers in the same business unit.
There will also be competition between different business units.
R&D centers with outstanding achievements will increase investment, upgrade their strategic levels, and receive year-end bonuses.
For R&D centers with mediocre results, financial support will be reduced, assessments will be pending, and year-end bonuses will no longer be considered.
As for R&D centers with poor results or even no results, it is possible to change managers, reduce salaries and demotions, lay off employees, or even cut off the entire business unit.
Although the previous VIA was a nursing home for semiconductors, Wang Yi would not let them really take care of the elderly.
Wang Yi acquired VIA and invested heavily in research and development to achieve results and make money.
As long as you can produce results, remuneration and status won't be a problem.
But if money is spent and results are not achieved, then Wang Yi will also let the other party know what capitalist methods are!
Later, Wang Yi approached Williams again: "William, you are responsible for the CPU R&D center and NPU R&D center here in the Imperial Capital. You are also responsible for the overseas Centaur team."
After all, the NPU is integrated inside the CPU SOC just like the integrated graphics.
The current CPU SOC of computers includes CPU, integrated core display, and NPU in the future.
For example, in the GPU department, if a powerful GPU is developed, Wang Yi will launch it separately.
If the performance of the GPU he developed was too poor, Wang Yi would be embarrassed to launch it as a standalone graphics card. It would not be shameful enough.
At that time, it will be directly packaged with the CPU to form the core display of the CPU.
Just like next year's Intel third-generation i5, it integrates Intel HD Graphics 2500.
What level?
It is roughly equivalent to a desktop GT210, an entry-level discrete graphics card.
For office use, studying is not a problem. For games, you can only play 2D games, such as CF, DNF, etc. Don't even think about 3D games.
Similarly, if S3 Graphics is powerful enough to produce a CPU that can keep up with NVIDIA's mid-range graphics cards of the same generation, Wang Yi will mass-produce it and make it a standalone graphics card.
But if it is only equivalent to an entry-level low-end graphics card, it can only be used as a CPU core display.
If you can't even make an entry-level graphics card, then there's no need for S3 graphic.
"Okay, Chairman, I will take care of everything." Williams said solemnly.
One CPU R&D center headquarters, two NPU R&D centers, and three core departments were all handed over to him at once, which shows Wang Yi's trust in him.
There is no way, Wang Yi doesn't know much about overseas teams either.
It can't be suppressed even if others take charge.
We can only let Williams play.
After developing the Kunpeng 702 SOC in such a short period of time, and achieving the feat of 40 nanometers beating Qualcomm's 28 nanometers, Williams became a god in one battle and has become the top player in the semiconductor field.
With him in command, the overseas Centaur teams can't say anything.
The performance is there.
Who dares to be arrogant unless they make a CPU that can defeat Intel.
But unfortunately, the current Centaur team has long since lost such ability and cannot even dream of catching up.
Then you can only be submissive to Williams.
Another important consideration is that Wang Yi trusts Williams.
Williams was not greedy for power, but instead relied on merit.
George and Zhang Chao, for example, were both recommended and promoted by Williams, and now they are all on their own.
If it were anyone else, he would never let his capable subordinates like George and Zhang Chao, who were promising threats to him, come forward. Any opportunity to come forward would be completely stifled!
Moreover, Williams has strong ability to withstand pressure, is good at leading a team to open up wasteland, and is a qualified marshal.
Wang Yi will naturally reuse it!
"As for the GPU R&D center in Seoul (Wuhan), the current technical director will be in charge for the time being. As the head of Xingyi Semiconductor, you should do a good job in the assessment. If that person is unqualified, we will replace him!" Wang Yi instructed
.
"Yes!" Williams responded, only to feel the burden on his shoulders becoming heavier again.
Xingyi Semiconductor now has a mobile phone SOC division, a mobile phone baseband division, an integrated chip division, a computer CPU division, a GPU division, and an AI chip division.
Each business department has its own leader and its own R&D director.
But the leader of Xingyi Semiconductor is still Williams!
Wang Yi doesn't have time to keep an eye on it every day. It's Williams who keeps track of the progress of each business unit and each R&D center.
Keep abreast of assessment and talent discovery.
For example, the Centaur team, the VIA team, and the core talents of the Seoul GPU team. Once they find outstanding employees, Williams will recommend them to Wang Yi.
A department should recommend at least three to five people.
Wang Yi then arranged for people to pass various assessments and select the most suitable person to become the new leader.
In the following days, core semiconductor talents from VIA continued to fly back to the imperial capital from Taiwan.
There are also centaur core talents who flew to the imperial capital from overseas.
Of course, there are less of the latter.
After all, the Centaur team is not like the previous mobile chip team of Texas Instruments.
Texas Instruments is giving up its mobile chip business and laying off the entire business unit.
George and others were about to lose their jobs and couldn't find a better salary, so they had no choice but to come to the Imperial Capital and join Xingyi Technology.
To put it bluntly, when George and the others formed a group to come to the Imperial Capital and join Xingyi Technology, they were somewhat forced to do so and had no choice.
But Centaurs are different. They are so powerful that even if they leave their jobs and go to Intel or AMD, they can still find a good job.
Therefore, Wang Yi could only adopt a soft policy.
Use high salary to lure those who are willing to come to the imperial capital, and give them high salary.
If you don't want to come, you can continue to work in the overseas Centaur team, and the benefits will be adequate, and you don't have to leave your job.
After all, the Centaur team is strong and capable of developing AI chips, with a bright future.
Wang Yidu took it as a pawn.
Even if we don't come to the imperial capital now, we still have to stabilize them.
Later, they will be inspected and screened based on their ability and performance, and young people with outstanding performance will be transferred to the headquarters in the name of promotion and salary increase!
Well, if you stay in the overseas branch, promotions and salary increases will be slow.
Come to the headquarters and get an immediate promotion and salary increase.
Wang Yi's main character is one who can convince people with his virtues and be approachable to others!
For these incoming semiconductor talents, Jian Ziyan has already arranged reception and apartments.
After the busy work was over, Jian Ziyan approached Wang Yi: "Chairman, the talents coming this time have been arranged, but there will be several batches of talents coming in the future. I have a suggestion, we always rent an apartment.
It’s suitable. How about buying a few apartment buildings in the name of the company and using them as dormitories for our talents?”
"Buying an apartment building in the name of the company?" Wang Yi's eyes lit up:
"This is a good idea. Anyway, our Xingyi Semiconductor keeps poaching people, and the big names we poach have to solve the problem of accommodation. It is better to buy a house directly. But we don't buy apartments, the residents are too mixed, we buy small houses!"
Housing prices in the imperial capital are high, and most of the houses are small.
There is no way, house prices are too expensive, and few people can afford large apartments.
When buying a house in second- and third-tier cities, you will either find a small three-bedroom apartment with an area of 100 square meters, or a large three-bedroom apartment with an area of 120 square meters.
But when buying a house in the imperial capital, it is usually a two-bedroom apartment of 40 to 50 square meters, or a small three-bedroom apartment of 70 to 80 square meters.
As for more than 100 square meters? It’s too expensive and too luxurious.
At present, the employees of VIA who come to the Imperial City have to solve the housing problem, and the big names and talents that will be poached later also need to solve the housing problem. Before, they rented apartments and houses.
It's better to just buy it now.
A few years later, housing prices in the imperial capital soared. In Zhongguancun, the annual rent for a 50-square-meter house was more than 100,000 yuan.
At present, a house of 50 square meters is sold for only 1 million to 1.5 million.
The rent in the next ten years will almost keep up with the current housing prices. There is no reason to just rent rather than buy and work for the landlord.
Many years later, regardless of whether it is demolished or not, we have made a lot of money.
Buying a house in the name of a company is easy to do.
"Ziyan, go ahead and buy the houses of the landlords and landlords who have many houses, and use them as apartments for employees. If you are short of money later, just mortgage them to the bank for loans." Wang Yi instructed.
We only choose landlords and tenant wives who have a lot of houses. These people are so lucky that they have not had to struggle for generations.
The monthly rent collected is higher than the income of elites in large factories, and there is no need to pay taxes!
How many houses Wang Yi buys will not affect their quality of life. After all, as long as they don't commit suicide, they won't be able to spend all their money.
Forget it for ordinary people, it still gives them the possibility to become multi-millionaires through demolition.
"Okay, Chairman, I'll handle it right away."
After Jian Ziyan left, Wang Yi began to check the reports of various business departments.
With the addition of talents from VIA, the Imperial CPU Division has developed rapidly and has many soldiers.
Coupled with VIA's chip technology and foundation, it is only a matter of time before it comes up with a CPU.
The VIA headquarters in Taiwan has also burst into new life because of Wang Yi's capital injection.
Although there are fewer people, we have also cut down the messy business and started to focus on developing CPUs.
Even the S3 graphic R&D team in Seoul began to recruit people and concentrate on developing new GPUs after receiving financial support!
There is no way, GPU is too difficult, it is unrealistic not to recruit people.
In the simplest case, the CPU may produce output in one year.
But GPU is estimated to take two years, or even longer!
Fortunately, I have the background and technology of S3 graphic, otherwise it would have been difficult for two years.
After all, S3 graphic has made several 3D graphics cards in the past few years, but they are far inferior to NVIDIA.
But whether the final product can be used as a stand-alone graphics card or can only be used as a CPU core display depends on their capabilities.
But Wang Yi said the ugly things first.
Whether the S3 Graphics Division can become an independent GPU team or serve as a subsidiary of the CPU department for graphics processing depends on their results.
If a powerful independent graphics card is made, the S3 Graphics Division will officially become the graphics card division of Xingyi Semiconductor, with the same SSS-level strategic positioning as the CPU division, and all benefits and status will increase.
But if we can only make entry-level graphics cards that can only be used as core displays, then the S3 Graphics Division will also become a group of the CPU Division.
The formal GPU department and a group in the CPU department have very different treatment.
Once it becomes a team of the CPU department, the entire S3 graphic team will be broken up, and some people will join the CPU core display team.
Others, those who are capable, will stay and enter the new graphics card department.
Those who are incompetent will be laid off directly.
N+1 compensation is provided, but it’s only a year or two after joining the company, and the compensation for three months is not much.
There is no way, semiconductors are too expensive, and Xingyi Semiconductor does not raise waste.
In this state, the entire S3 graphic team began to sprint and attack the difficulties with all their strength.
The top leader, Yu Longxing, the former R&D director of S3 Graphic, is so hands-on that he wishes he could have room, board, and food in the company.
The top leaders are working so hard day and night, and other employees don't dare to be lazy.
In addition, Wang Yi's salary has increased by 30% compared to before. If he continues to produce results, the year-end bonus will be even more generous.
For a time, the entire graphics card department was highly motivated and united.
Similarly, the overseas Centaur team also became high-spirited and prepared to do something big after learning that Xingyi Technology became the new owner and that their salary and R&D funds were guaranteed.
Everyone was a little confused when they learned that AI chips were to be developed.
But through several video conferences, Wang Yi and Williams personally explained the development direction of NPU, and they all became interested.
I feel like this is a challenge and a new track!
Let Centaur create another glorious track!
Wang Yi welcomes the half-horse man's working status.
After all, AI chips are currently in their infancy, and everything is a matter of trial and error.
The half-horse team is located overseas and is more suitable for recruiting global elites to join.
Of course, the entire research and development process is conducted together with the domestic NPU headquarters.
The domestic side also has control over all results and progress.
In fact, most IC design companies have multiple R&D centers around the world.
This is true whether it is Qualcomm, MediaTek, or HiSilicon.
Nowadays, Xingyi Semiconductor has also entered a global layout and multiple R&D center model.
The VIA matter was left to Williams and Nie Zheng. The next day, Wang Yi came to the mobile phone department: "Lao Zhu, how is the mobile phone business recently?"
The mobile phone is a basic disk and cannot cause problems.
"Chairman, mobile phone sales are booming, especially the Kunpeng version, which is selling well across the board."
Zhu Changlin was a little excited: "Kunpeng version of
Xphone 2 also quickly rolled out of the production line and was fully stocked by the end of the month.”
"Is it only out of stock for three days? That's good." Wang Yi breathed a sigh of relief.
Kunpeng 702 was out of stock for only three days, which is considered very good.
For example, if you order the iPhone 15 on the day it goes on sale on September 22, it will be shipped on the official website on October 22.
Back then, when I placed an order for the iPhone 5s on the first day, there were many people waiting for it for two or three months.
This is called out of stock.
Xingyi Technology was only out of stock for three days and shipped the goods within three days. It was really not out of stock.
“How about Xingyi Tablet X1 Ultra?”
"The Xingyi tablet X1 Ultra is similar. It was also out of stock for about three days. It was in stock domestically at the end of the month. In December, it was even in stock globally. The Kunpeng version of xphone 1pro was also out of stock for four days, and it was in stock at the end of last month.
Spot goods have little impact.”
"That's good." Wang Yi breathed a sigh of relief and began to check the sales carefully.
The one with the highest improvement is still the Kunpeng version of the xphone 1pro.
The average daily sales volume in the past week has been stable at around 400,000 units. Even if the volume drops slightly in the future, the sales volume in December can exceed 10 million units.
It stands to reason that, three months after the release of Xphone 2, the monthly sales of Xphone 1pro will drop below 5 million.
But because of the core replacement and upgrade, xphone 1pro has really enjoyed a second spring.
There is no way, after all, Kunpeng 700 SOC is a huge upgrade compared to Nvidia Tegra 3, and it can be considered a new generation.
In addition, xphone 1pro is a thousand yuan cheaper than xphone 2, so many people are willing to buy it.
The sales of Kunpeng version of Xphone 2 are still terrible.
The average daily sales volume is stable at around 500,000 units, and the total sales volume in December is expected to exceed 13 million units.
As for the Xingyi Tablet X1 Ultra, it surpasses the fourth generation iPad and is now available for sale globally. Sales in a single day are as high as 300,000 units, and sales in December are expected to exceed 7 million units.
Even the Xingyi tablet X1 pro equipped with Kunpeng 700 has a single-day sales volume of 200,000 units, and it will not be a problem to sell 4 million units in December.
Wang Yi calculated that the Xphone 2 + Xingyi Tablet X1 Ultra could sell 20 million units in December, requiring 20 million Kunpeng 702 SOCs.
The xphone 1pro + Xingyi Tablet X1 pro sold 14 million units in December.
The current monthly production capacity of Kunpeng 702 SOC and Kunpeng 700 SOC is about 15 million units, which is obviously not enough.
After all, in late December, the Xphone 1 and Xingyi Tablet X1 equipped with Kunpeng 506 will be launched, which together will require tens of millions of Kunpeng 700 SOCs for algorithm castration.
Not to mention that in late January and early February, unbounded mobile phones will be released. At least tens of millions of Kunpeng 500s will be released every month, which means that tens of millions of Kunpeng 700s will be algorithmically castrated.
Taking into account the diminishing sales effect of subsequent models, approximately 25 million Kunpeng 700 SOCs will be needed every month!
Starting in February, 2 million Kunpeng Kunpeng 702 SOCs will be delivered to HTC every month.
The total production capacity of the two fabs is only 30 million units, which is simply not enough.
In response, Wang Yi looked at Zhu Changlin: "Old Zhu, the chip production capacity is not enough, so we have to find an OEM."
"Then contact TSMC to manufacture Kunpeng 700?" Zhu Changlin suddenly understood what Wang Yi meant.
"Yes! This month, Xingyi B1 wafer fab is still fully producing Kunpeng 702 SOC, with a mass production of more than 15 million units."
"Part of the production lines of the M1 fab has also started producing Kunpeng 702 SOC, with a monthly output of 5 million. The remaining 10 million production capacity will continue to produce Kunpeng 700 SOC."
"In addition, let TSMC manufacture Kunpeng 700 SOC, and the monthly production will be calculated as 10 million units. If there is not enough, we will place additional orders!"
As a result, it will be able to produce 40 million Kunpeng 702 SOC and 40 million Kunpeng 700 SOC in the next two months, which should be enough.
After all, as time goes by, whether it is Xphone 2, Xingyi Tablet X1 Ultra, or other mobile phones, sales are constantly decreasing, decreasing month by month.
By January, perhaps 20 million Kunpeng 702 SOCs will not be used, and the remaining inventory will be reserved for delivery to HTC in February.
There is also Kunpeng 700, which will be dynamically adjusted in the future based on market demand and sales of each product line.
All easy to say.
By March and April, sales of Kunpeng 700 SOC may fall below 15 million.
The extra Kunpeng 700 SOC produced by then will be sold to other friends.
There is no way, the 28nm process is not that easy to handle, and Kunpeng 902 SOC has to be found by TSMC.
By then, Xingyi Semiconductor's two major wafer fabs will inevitably have vacant 40nm production capacity.
Rather than wasting production lines, it is better to produce more Kunpeng 700 SOC and make money by selling them.
With the Kunpeng 902 SOC ready to go, in March and April, even the Kunpeng 702 SOC can be sold in large quantities before the large-scale mass production of the Snapdragon 800.
"Okay, Chairman, I will contact TSMC to OEM Kunpeng 700 SOC."
Zhu Changlin responded and immediately went to make arrangements.
Ten minutes later, Zhu Changlin turned back again: "Chairman, it's done, TSMC has given a good price, Kunpeng 700 SOC, the total package is 27 yuan."
"Okay." Wang Yi was quite satisfied.
Kunpeng 700 SOC is simpler and cheaper than Kunpeng 702 SOC.
Xingyi Semiconductor also costs 23 yuan to produce its own products, while TSMC costs 27 yuan, which is not expensive.
The main reason is that there are fewer orders for 40 nanometers, and many of TSMC's 40 nanometer production lines are empty.
"Chang Lin, please make arrangements for various factories and product lines."
"Don't worry, Chairman, nothing will go wrong."
Wang Yi nodded and turned to leave.
TSMC headquarters has a different atmosphere.
"Chairman, Xingyi Technology has renovated its wafer factory and achieved mass production and packaging and testing of the 40nm process. It is considered an enemy of TSMC. Why should we still take orders from them? Help them produce chips?"
Lao Zhang snorted: "Stupid!"
"So what if Xingyi Semiconductor has a 40-nanometer process? If the production capacity is insufficient, don't we still have to come to us? In the past, every order for smart home chips and router chips was 300 million or 400 million pieces."
“Last month’s Pterosaur 3000 baseband started with 5 million units and quickly increased to 20 million units!”
"Now there are 10 million Kunpeng 700 SOC. In the following months, the number will be 10 million every month."
"We don't want so many orders coming to our door. Samsung Semiconductor and Intel Semiconductor are watching eagerly!"
"Do you want to hand over all these orders to others?"
"I..." The subordinate was speechless for a moment.
Lao Zhang shook his head: "Xingyi Semiconductor is a rival, and it is also a big customer of our TSMC. The previous cooperation went very well, so all the extra orders from Xingyi Semiconductor were given to TSMC. It was like this in the past, and it is now
This is the case, and it will remain so in the future.”
"Don't forget, Xingyi Semiconductor only has a 40nm process and cannot make 28nm chips. Next, their 28nm chips will have to be handed over to us, TSMC."
The subordinate suddenly realized: "So that's it, I was rude."
Lao Zhang said meaningfully: "If we have a falling out with Xingyi Technology and everything ends, then the gains outweigh the losses. It is better to be a customer and earn a little more."
"This is what Wang Yi means by not giving these orders to Samsung or Intel, but only to us, TSMC! Cooperation will benefit both parties!"
"Not only can we not break up with Xingyi Technology, we cannot block them and suppress them, we must also serve them well and maintain a good relationship. A bigger picture, a win-win situation!"
"Congratulations, Chairman!" the subordinate praised, but murmured in his heart:
'Why do I feel like this is Wang Yi's sugar-coated bullet?'
Chapter completed!