Chapter 470 Xingyi Semiconductor’s expansion threatens Samsung’s future!
For a moment, Jacob felt extremely regretful.
With this wave of outrageous operations, Qualcomm not only failed to return to its peak, but instead transformed the mighty Qualcomm into PP Pass, and customers began to cancel orders!
It’s really true that you lose the rice by stealing the chicken!
If many years later, Nvidia fails, Texas Instruments withdraws, Intel falls, and Qualcomm becomes the absolute king of the mobile chip market, it may not be affected by public opinion.
But Nvidia is still alive today. Although Texas Instruments has given up its mobile chip business, the 4470 is still on sale. Intel is also struggling. Samsung also has a one-stop R&D and mass production system, and its strength is terrifying.
To put it bluntly, Qualcomm is not the absolute king at the moment.
In addition, last year, it was defeated by Xingyi Technology, which came out of nowhere. Let alone the absolute king, Qualcomm could not even sit in the second place in the industry.
As a reborn person, Wang Yi knows that Qualcomm will be terrible in the future.
But now, ordinary consumers don’t think Qualcomm is scary. At most, they think Qualcomm baseband is very powerful.
In other aspects, compared with Texas Instruments, Samsung, Nvidia, and Intel, it has no obvious advantages or even slight deficiencies.
In fact, except for the baseband, Qualcomm's processor research and development level is very average.
Even in his previous life, it was very ordinary.
After all, after Qualcomm's short-term success with Snapdragon 800, the subsequent Snapdragon 805, Snapdragon 810, and Snapdragon 820, three consecutive generations of flagships, all overturned!
Snapdragon 810 is known as the first-generation fire dragon, and Snapdragon 820 is known as the second-generation fire dragon. Needless to say, the degree of overturning is great.
As for the Snapdragon 805, Qualcomm advertises it as the most powerful chip of the year. Its performance is terrifying, and many people believe it.
In fact, he is the originator of overturning!
It is precisely for this reason that no one from domestic manufacturers who have been pursuing performance uses Snapdragon 805.
I would rather use the Snapdragon 801, which is a generation behind, than use the 805.
The reason is the big overturn of Snapdragon 805.
Otherwise, the Snapdragon 805 is still a 32-bit processor, a modified quad-core A15, 28nm process, and a single main frequency of up to 2.7G Hz!
Under the 28nm process, the single-core main frequency is increased to 2.7G. What is the concept?
It's like a nuclear bomb. It's hard not to overturn it.
The Snapdragon 805 has four large cores, it generates terrible heat and consumes a lot of power. No matter how many modifications and optimizations are made, it is useless. It is also pushed to an ultra-high frequency of 2.7G, which is simply a suicide attempt.
You must know that the highest frequency of the 20nm process Snapdragon 810 is 2.0G, which is so serious, let alone the 28nm Snapdragon 805, the main frequency is 2.7G!
It is precisely because of this that Snapdragon 805 is so popular that it is called "Qualcomm's 32-bit ultimate last-generation processor" and "the annual flagship before 810"...
The result was a terrible rollover, and no domestic manufacturer used it.
Can't hold it down, can't hold it down at all.
As long as the domestic commercial Snapdragon 805 is used, the Snapdragon 810 will have to give up the name of the Fire Dragon generation!
To put it bluntly, the degree of rollover of Snapdragon 805 has reached the point where it is visible to the naked eye.
Therefore, all domestic manufacturers rejected it, and only a few mobile phones around the world adopted it.
It is precisely for this reason that the Snapdragon 805 ended its short and glorious life within a few months of its launch, making it the shortest-lived transitional flagship.
Unexpectedly, major manufacturers were able to avoid the Snapdragon 805, but not the Snapdragon 810.
At that time, all the major manufacturers were very naive.
I naively thought that the Snapdragon 810 would be upgraded from the 32-bit architecture of the 805 to the 64-bit architecture, from the 28nm process to the 20nm process, from four cores to eight cores, and the maximum frequency would also drop from 2.7G to 2.0G!
It can be said that the process architecture has been comprehensively improved and the main frequency has been comprehensively reduced, so it should be stable, right?
Decisively place orders one after another...
As a result, the Snapdragon 810 overturned again, and it was as good as the Snapdragon 805.
The only difference is that there are fewer brands using Snapdragon 805, so it is kept secret, and the rollover is not widely known.
And the Snapdragon 810 is used more, that is, a public execution, becoming a fire dragon.
The follow-up Snapdragon 820 continues to overturn, the second generation Fire Dragon.
It wasn't until Snapdragon 835 that Qualcomm stabilized.
From Fire Dragon 805 to Fire Dragon 810 to Fire Dragon 820, three consecutive generations have overturned. This level is not far behind Nvidia.
That is to say, Nvidia and Texas Instruments have withdrawn, and Huawei and Samsung will not aggressively supply third-party processors. Otherwise, Qualcomm will overturn for three consecutive generations and will be out of business long ago.
After all, MediaTek has almost cracked Qualcomm’s skull in recent years.
To put it bluntly, the reason why Qualcomm can beat Nvidia and Texas Instruments is not because of how good or powerful Qualcomm's chips are.
It's just that Texas Instruments and Nvidia couldn't solve the baseband problem and had to withdraw from the mobile chip market.
Otherwise, Texas Instruments can turn Qualcomm into a grandson.
It is precisely because of this that many people currently feel that Snapdragon 800 may not be as good as Nvidia Tegra 4.
These days, Qualcomm's brand influence is not as good as that of graphics card overlord Nvidia.
Although NVIDIA Tegra 3 lost to Qualcomm APQ 8064, Tegra 3 was launched half a year earlier and was the world's first quad-core, which is half a generation ahead of schedule. Its loss to APQ 8064 is excusable.
After all, there was a difference of half a year.
Coupled with Nvidia's terrifying reputation in the field of graphics cards and its strong fan base, Qualcomm cannot match it at the moment.
There are also many Samsung fans.
Xingyi Technology’s Kunpeng 702 has won another battle, and Qualcomm’s current situation has become even more difficult.
The PPT incident made Qualcomm even worse.
As a result, consumers began to resist, and mobile phone manufacturers began to reduce orders and even gave up on Snapdragon 800.
This made Jacob look sad: "In the PPT incident, the Snapdragon 800 is certain to be dropped. And I'm worried that Xingyi Technology's next-generation chip will come very soon. Maybe it won't be the same as our Snapdragon 800.
It will be launched at about the same time. If the performance is still terrible, then we at Qualcomm will be in trouble."
"No way?" The vice president's expression changed drastically.
If so, then Qualcomm is in danger.
After all, last year’s APQ 8064 was beaten by Xingyi Technology’s Kunpeng 702. Isn’t this year’s Snapdragon 800 also beaten by Kunpeng’s new flagship?
If so, that would be really troublesome!
Jacob sighed: "There is a high probability that this is the case. Xingyi Technology is developing too fast. It seems that this big customer is really going to be lost."
"It has definitely been lost. Even dual-core chips are no longer purchased. Both the Xphone 1 and Xingyi Tablet X1 have been fully upgraded with the self-developed quad-core Kunpeng 506, which can be regarded as a complete separation from our Qualcomm."
"Alas!" Jacob felt a deep sense of powerlessness, and then waved his hand:
"If Xingyi Technology is lost, just lose it. There is nothing we can do."
"Qualcomm's main enemies at the moment are Nvidia, Intel, and MediaTek. Although Texas Instruments has given up on the mobile chip business, Nvidia, Intel, and MediaTek are all developing mobile phone chips and competing with us for the market."
"Especially Nvidia Tegra 4, it's coming with a lot of force and it seems like it's trying to get back into the game."
"In addition, Snapdragon 800 has become PPT 800, and its reputation has declined. Nvidia Tegra 4 may have to steal many customers! Tegra 4 is a huge upgrade."
"It's very possible!" The marketing director nodded:
"And it's not just Tegra 4. Nvidia Tegra 3 and Xingyi Technology's Pterosaur 3000 baseband are bundled, which has also taken away many of our customers."
"Especially from Xia Guo, Lenovo, ZTE, Xiaomi and other companies, the next new mobile phones to be launched are all equipped with NVIDIA Tegra 3 and Xingyi Technology's Wing Loong 3000!"
"Boy buy NVIDIA Tegra 3?" Jacob was a little angry: "Why is this? Our APQ 8064 is obviously stronger, much more powerful than Tegra 3!"
"No way, Chairman, who let others sell it cheaply? NVIDIA Tegra 3+Pterosaur 3000 baseband is 10 US dollars cheaper than our APQ 8064+3G baseband. The integrated Pterosaur 3000 even supports Xia Guo's mobile 3G.
If we just do full Netcom, our Qualcomm APQ 8064 solution is more expensive and does not support mobile 3G."
"I see. I didn't expect that APQ 8064 not only lost the big customer Xingyi Technology, but also lost many small customers!"
Jacob looked lonely: "Without mobile 3G support, we do have an advantage over them in Xia Country. It seems we can only make a comeback in the 4G era. Pterosaur 3000 does not support 4G!"
"Chairman, it's useless. Xia Guo hasn't started 4G commercial use yet."
Jacob was silent: "..."
He has forgotten that 4G has been promoted in Europe and the United States for several years, and Xia Guo’s 4G has not yet started.
At present, there is no 4G network in Xiaguo, so Qualcomm's 4G baseband has become a decoration. After all, the cost is higher and the price is more expensive.
When 4G mobile phones first came out, the price of 4G mobile phones remained high because the baseband was expensive.
Nowadays, 4G has not even started, and no brand will spend so much extra money on a 4G baseband that will not be used for more than a year!
The vice president sighed: "According to the information we have, Xia Guo's 4G license is expected to be issued around the end of 2013. At the beginning of 2014, the three major operators will gradually start 4G services."
Jacob frowned: "So, Xia Guo's 4G was only commercially available on a small scale in 2014, and it was not widely popularized until 2015?"
"Then Xia Guo mobile phone manufacturers will not launch 4G mobile phones until next year at the earliest, or even in the second half of next year?"
"Yes, Chairman."
Jacob took a deep breath: "So, our strongest 4G baseband has no meaning in Xia Country, and it is not even as good as Xingyi Technology's Pterosaur 3000 baseband?"
"That's right. At least for the next year, it won't make sense." The vice president nodded:
"So the situation is embarrassing. Qualcomm's 4G baseband advantage cannot be used in Xiaguo. Qualcomm's 3G baseband is not as good as Xingyi Technology's Pterosaur 3000. They support mobile 3G. Really full Netcom, we do not support it! Customers and consumers
, gave up Qualcomm and chose Nvidia + Xingyi Technology’s Pterosaur 3000!”
The corner of Jacob's mouth twitched, and he was even more aggrieved: "..."
In the past, high-end basebands were used to beat NVIDIA and Texas Instruments.
But this time, it was defeated by Xingyi Technology's Pterosaur 3000.
It's really frustrating.
There is no way, Qualcomm 3G baseband was released too early, and it does not support the later released Xia Guo Mobile 3G standard.
Qualcomm's 4G baseband does support Xia Guo Mobile's 3G, but the cost is much higher than the 3G baseband.
As for selling Qualcomm's 4G baseband as a 3G baseband to compete with the Pterosaur 3000, this is unrealistic. The cost of 4G baseband is much higher, and even in a price war, it cannot beat the opponent.
Jacob was extremely aggrieved: "So, because of its high cost and $10 price, the Qualcomm APQ 8064+ 3G baseband cannot compete with the NVIDIA Tegra 3 + Wing Loong 3000?"
"That's true, unless we lower the price." The marketing director said.
The vice president retorted decisively: "It's useless to lower the price. If we lower the price by $10, they will also lower it. Our costs are high and we can't win over them."
Jacob nodded: "Yes, Qualcomm APQ 8064 was completely defeated. Unless Snapdragon 800 is mass-produced as soon as possible and launched on a large scale as soon as possible, we can make a comeback."
"This is more difficult." The vice president was helpless: "Chairman, at present, Snapdragon 800 integrates baseband for the first time, and there are some technical problems that need to be optimized. Mass production will be in May or June at the earliest, and large-scale supply will be six or seven.
month."
Jacob frowned: "Then mobile phone manufacturers will get the Snapdragon 800 in July or August. It will take time to produce mobile phones, system adaptation, chip tuning, etc."
"As a result, mobile phones equipped with Snapdragon 800 chips will be launched on a large scale in October."
The corner of Jacob's mouth twitched: "Fake, it turned out to be exactly the same as Wang Yi's calculation!"
As the president of Qualcomm, Jacobs mainly focuses on the big picture. He does not understand the details such as the timing of each chip as clearly as Wang Yi.
This is the difference between start-ups and old entrepreneurs.
Similarly, Wang Yi many years later will not be fully aware of the progress and details of every chip of Xingyi Semiconductor.
Just like at the beginning of the business, Wang Yi was personally involved in every change decision of Meiyou Chun Yufeng.
But now, the number of visits to Meiyou Company is limited.
However, it was these details that caused Qualcomm to make the same mistake again, and the PPT incident occurred.
Jacob felt like he was cheated!
When his subordinates said that the Snapdragon 800 was successfully developed and ready for release, he was in a good mood and launched it at CES 2013, going crazy on Xingyi Technology.
As a result, I was blown away by the awesomeness, and the PPT was sorted out. You told me that it still needs to be optimized, and mass production will not be possible until May or June, and it will not be until October that mobile phones equipped with Snapdragon 800 will be launched on a large scale!
Isn't this a scam?
But at this point, Jacob had no choice but to ask reluctantly:
"So, in the next nine months, Kunpeng 702 SOC will still be the strongest chip?"
"That's right." The vice president said: "Unless Nvidia Tegra 4 or Samsung dual-quad-core are launched in advance, there is hope that it can overtake Kunpeng 702's first place."
"Is it possible?" Jacob couldn't help but asked.
The vice president waved his hand: "It's not big. We know the progress of NVIDIA Tegra 4, which is similar to that of Snapdragon 800. As for Samsung's dual quad-core, it's hard to say, but for such a retarded design and being criticized so badly, I guess it's not.
Not too soon. Compared with the three, our Snapdragon 800 is still number one."
Jacob sighed: "Okay, speed up the research and development of Snapdragon 800. If you can mass-produce it in May, don't do it in June! Mobile phones equipped with Snapdragon 800 can be launched in September, don't do it in October! Everyone rush forward,
I can’t see Xingyi Technology occupying the first place!”
"Yes!" the subordinates responded one after another.
Xingyi Technology Headquarters.
"Chairman, Meizu Chairman Huang Dong and Mr. Bai are here from Zhuhai and hope to meet you." Zhu Changlin said.
"Director Huang, Lao Bai!" Wang Yi smiled and guessed the other party's intention.
It must be that Samsung's dual quad-core was scolded so badly that it was called the retarded chip of the year. Meizu didn't dare to use it, so it turned to Xingyi Technology!
In his previous life, Wang Yi’s first smartphone was the Meizu MX2, which was somewhat emotional.
Although Meizu’s subsequent development was somewhat unsatisfactory.
After the short period of glory, it returned to peace.
But after all, the feelings are still there.
As the originator of domestic mobile phones and domestic smartphones that was personally sued by Steve Jobs, Wang Yi feels that if he can be restrained, he should be restrained.
Ten minutes later, Wang Yi came to the reception room and met Huang Dong and Lao Bai.
After a brief courtesy, Mr. Huang got straight to the point:
"Dr. Wang, your Pterosaur 3000 baseband is so powerful that we, Meizu, have purchased some. The soon-to-be-released MX2 all uses Samsung's 4412 processor with Pterosaur 3000 baseband, allowing us to achieve full network connectivity!"
"Yes, this is our wisest choice. If we continue to use Infineon's baseband, there will be many versions." Lao Bai said with a smile: "We at Meizu are honored to cooperate with Xingyi Technology!"
Wang Yi chuckled: "As the originator of domestic smartphones, I also like Meizu very much. If there is an opportunity, we can definitely have more cooperation."
"Seriously?" Director Huang became interested: "To be honest, Director Wang, your Kunpeng 702 SOC is very powerful, very powerful. We also want to purchase some. I wonder if Director Wang can sell it?"
Even though he asked this question, Director Huang has thought it through clearly and will definitely sell it!
Without him, Xingyi Technology not only has chip R&D and design, but also has wafer factories, packaging and testing plants, which can realize a closed loop of the entire industry chain of chip R&D, mass production, packaging and testing!
With such a complete layout, it would be unrealistic to produce chips but not sell them to the outside world.
For example, the reason why Huawei does not sell to the outside world is that they can only design and cannot mass-produce by themselves.
"It's not impossible for Kunpeng 702 SOC to be sold to external parties, but we have higher requirements for our partners!" Wang Yi had already expected it.
Director Huang was happy and said: "As long as it can be sold. Director Wang, what are your requirements? Just say it!"
Wang Yi explained: "First, Kunpeng 702 is a flagship chip, so it can only be used in flagship mobile phones. If it is used in low-end mobile phones without permission from Xingyi Technology and lowers the high-end positioning of Kunpeng 702, it will be regarded as a serious breach of contract.
, our company will not only stop all cooperation, but your company will also pay 30% liquidated damages."
Wang Yi had to guard against the tragedy that MediaTek's flagship chip was used in Redmi thousand-yuan phones, thus cutting off MediaTek's high-end road.
Cutting off the supply of chips and 30% liquidated damages are the countermeasures!
At the same time, we will be blacklisted by Xingyi Technology and we will never cooperate.
"This is not a problem. We bought Kunpeng 702 SOC, which will be used in the flagship mobile phone MX3 in the second half of the year!"
Lao Huang said with a smile: "Also, this contract is good, but we are also worried that other customers will use it for low-end mobile phones and lower the grade of Kunpeng 702."
"Very good." Wang Yi nodded with satisfaction.
"Second, the current production capacity of Kunpeng 702 SOC is limited. If you want it, it will be available in April at the earliest."
We will start supplying to HTC in February and to Meizu in April.
These two months of HTC's exclusive time are for HTC to sell VIA and X86 to Xingyi Technology in exchange.
Wang Yi does things without leakage.
If Meizu and HTC supply goods at the same time, then HTC's X86 will be sold at a low price, and Wang Hong will be scolded.
"Supply in April, no problem. We are preparing to release MX3 in early June and go on sale in early July."
Lao Huang has already made plans.
In October, Snapdragon 800 mobile phones were launched on a large scale, and the MX3 equipped with Kunpeng 702 was launched in early July with a price of 2,499, which can seize the three-month unrivaled sales period.
Three months later, the Snapdragon 800 mobile phone was just launched, and the production capacity was insufficient. However, the MX3 production capacity was abundant, so the price was reduced by 200 or 2299, and a promotion was launched to grab another wave of customers!
In five months by the end of the year, MX3 sales exceeded 3 million without any pressure.
Years later, the price of MX3 was reduced to 1999, sold for another two to three million, and production was discontinued.
The life cycle of a mobile phone is that it sells well in the first two months after it is launched, sells smoothly in the third and fourth months, has a promotion in five or six months, and becomes unsalable after half a year, so the only option is to clear the inventory and replace it.
The previous Meizu MX2 and MX3 were only half a year apart from the market launch time.
As for Meizu MX3 using Kunpeng 702 SOC, will it affect the sales of Xingyi Technology?
This is not a big problem.
Meizu MX3 will be launched in July, and within half a year by the end of the year, it will be able to sell 3 million units, which will have little impact.
What's more, Kunpeng 902 will not really wait until October to be launched. On the contrary, it will be launched before the summer vacation, catching Qualcomm off guard!
The launch of Meizu MX3 will not affect it at all.
Moreover, the prime sales period of Kunpeng 702 is only these few months, a few months before the launch of Snapdragon 800.
In July, after the large-scale supply of Snapdragon 800, Kunpeng 702 wanted to be sold, but not many customers bought it unless the price was greatly reduced.
When Wang Yi makes mobile phones, he doesn’t just make them, he wants to overturn the entire supply chain in Europe, America, Japan and South Korea!
As a customer of Samsung, as long as Meizu wins and continues to cooperate steadily, the future of Samsung's chips will be worrying.
After all, they don’t use many of Samsung’s chips themselves and directly purchase Qualcomm chips.
Without Meizu as the only customer, Samsung simply gave up on acquiring Orion chips and concentrated on foundry manufacturing.
Similarly, HTC and Meizu are just the beginning. Next, other companies will buy Kunpeng 702, and Wang Yi will also sell it.
They will all start supply in April, ahead of the Snapdragon 800 and quickly seize the market.
At that time, Kunpeng 902 was almost finished, and it would not affect the sales of Xingyi Technology's new flagship.
"Dr. Wang, how do you calculate the price?" Lao Huang asked.
Wang Yi smiled lightly: "How much do you want?"
Lao Huang understood that the price was determined based on the purchase quantity.
If you want more, it can be cheaper!
Lao Huang and Lao Bai exchanged glances: "Dr. Wang, as you know, we are not big. We will place an order for 3 million pieces first, and 500,000 pieces per month. What do you think?"
"Okay, 3 million pieces will be available starting in April. I'll give you a price of 250 yuan."
Lao Huang raised his eyebrows. The current Qualcomm APQ 8064+ baseband costs 250 yuan per set, but it does not support mobile 3G.
Xingyi Technology's Kunpeng 702 SOC integrated baseband also supports mobile 3G, which is truly full network access and has stronger performance!
The same price is 250 yuan, which is a very good deal.
As for price reductions, flagship chips have a relatively slow price reduction, usually once a year, that is, when the next generation comes out, the price of the previous generation is reduced.
Unless you encounter special circumstances and are severely attacked by a friend, you will have to reduce the price within half a year.
If Meizu wants to get a lower price, there is only one way, and that is to increase the quantity!
An order of 3 million and an order of 5 million are by no means the same price.
Similarly, orders of 5 million and 10 million are not the same price.
It is precisely because of this that the price previously offered by Qualcomm to Xingyi Technology was several percent cheaper than that of Xiaomi and other brands.
Every time a small brand wants a discount, Qualcomm will say screw it, love it or not.
But if Xingyi Technology wants a discount, Qualcomm will first make it difficult, think about it, and then lower the price. Every time it adds an order, Qualcomm will even take the initiative to lower the price...
There is no way, Xingyi Technology is too big!
Qualcomm has to compromise and treat Xingyi Technology as Party A.
Chapter completed!