Chapter 622 Who is the master of ups and downs? Nighthawk Plan!
"Don't TSMC have Xingyi Technology? In the future, Qualcomm's chip orders will be given to Samsung!"
Recently, the iPhone has been crushed by Xingyi phones, and Qualcomm chips have also been hit hard by Kunpeng chips.
Now that TSMC is getting together with Xingyi Technology again, Jacob is very angry and directly regards TSMC as the number one enemy!
The vice president agreed very much: "This is great. And in exchange, all Samsung's mobile phone chips will be purchased from our Qualcomm chips in the future, starting with Snapdragon 820!"
"That's right, we are responsible for the chip orders for Samsung, and Samsung mobile phones use our Qualcomm chips. Qualcomm and Samsung benefit each other, which is in the interests of both parties, and we will jointly deal with TSMC and Xingyi Technology!" Jacob agreed very much.
Samsung, which will be launched next year, did not purchase Snapdragon 810, so Qualcomm gave all orders to TSMC for OEM.
This kind of cooperation can only be said to be both sides of the country for Qualcomm and Samsung.
But the Snapdragon 820, which will be launched the year after tomorrow, can completely change this situation.
"You go to Samsung to discuss this matter immediately." Jacob said, changing the subject: "No, I'll go in person!"
Perhaps too angry, the next day, Qualcomm Chairman Jacob went to Samsung.
Samsung attaches great importance to this, and Chairman Lee Kun-hee even met with Jacob in person.
The two old directors met and had a great conversation:
"After a long time no see, Mr. Li's body is getting stronger and stronger!"
"Haha, Mr. Jacob Hongfu, I think you are more charming than ever before!"
"Don't mention it, I've been very popular recently. That idiot in TSMC has actually gotten along with Xingyi Technology again. It's really good."
"To be honest, the development of Xingyi mobile phones has also had a great impact on our Samsung. Especially Xingyi mobile phones, after the internationalization of the unbounded mobile phone, iPhone sales have dropped by 40%, and we Samsung are about the same! Alas!"
Lee Kun-hee was filled with emotion and had troubles.
Both sides are losing volume in a crazy way, but Volkswagen's focus is on Apple, but Samsung is not interested.
It seems that many people think that Apple's sales plummeted is a huge deal.
And Samsung's sales plummeted is a trivial matter, it seems normal?
This is too bullying!
Nowadays, when doing business, you are not afraid of negative traffic, but you are afraid of no traffic.
Once no one talks about a brand, no one cares, and no one pays attention to it, the brand will be in a state of chaos.
The mobile phone circles talked about before, how Apple is, how Samsung is, how Nokia is, how HTC is...
But now, what is being discussed in the mobile phone circle has become Xingyi's mobile phone, Unbounded S1, Apple...
As for Samsung, Nokia, and HTC, the attention has been much less.
Not only are there a lot of negative news, but there are also a lot of positive news, so no one pays much attention to it!
This made Lee Kun-hee creepy.
Jacob sighed: "Xingyi Technology is too powerful and is our common enemy. We should cooperate sincerely!"
Lee Kun-hee agreed very much: "What has been gone. Next, Qualcomm and Samsung share the same hatred for the enemy."
"Yes, Qualcomm and Samsung will benefit from the combination! Let's jointly deal with TSMC and Xingyi Technology."
Jacob laughed and said, "So, I plan to hand over all the Snapdragon 820 that will be mass-produced in the fourth quarter of next year and will be launched in the first half of the year after next to Samsung for OEM! Using the most advanced 14-nanometer process."
"Okay, no problem, great!" Lee Kun-hee was very happy: "Similarly, Samsung's flagship phones will be equipped with Snapdragon 820 SOC in the next year!"
"We will join forces to deal with Xingyi Technology and TSMC!"
Without any surprises, the two sides quickly reached an agreement and formed strategic allies in full to jointly deal with Xingyi Technology and TSMC!
It can be said that TSMC's official announcement of the order to win Xingyi Technology made Qualcomm firmly believe that TSMC is in a rebellion, thus turning to Samsung in full.
The pattern of the entire technology circle will change in the future.
Samsung and Qualcomm are completely tied, and TSMC and Xingyi Technology are once again aligned.
The apple is sandwiched in it, changing with the wind.
For example, at the beginning of this year, TSMC's 20 nanometers were stronger than Samsung's 28 nanometers, and Apple's A8 was manufactured by TSMC.
At the beginning of next year, Samsung's 14-nanometer surpassed TSMC's 20-nanometer, and Apple's A9 will turn to Samsung.
By the year after year, it depends on the development of the situation.
But what he could not have imagined to kill Qualcomm and Samsung was that Xingyi Technology did not really form an alliance with TSMC, and was even digging a big hole for TSMC!
To put it bluntly, this game is a joint force between many parties and teaming up to destroy TSMC!
As for Samsung semiconductor?
Wang Yi is not worried that Samsung's semiconductor R&D capabilities are limited, far inferior to TSMC.
Without Mr. Liang, Samsung is hard to deal with, let alone 14 nanometers or 20 nanometers.
The second trial result is about to be announced. Due to the restrictions of the competition agreement, Mr. Liang will soon leave Samsung and will no longer be able to serve Samsung before the end of next year.
Samsung will be in awe at that time.
It can be said that Samsung's threat is far less than TSMC.
Like Qualcomm, TSMC is both Lao Mi’s right-hand man.
Now Qualcomm has been making continuous mistakes. If Xingyi Technology is forced to continue to aggressively and continue to overturn, Qualcomm will be completely in a state of chaos and Lao Mi has broken his right arm.
Once TSMC is destroyed again and TSMC begins to decline, then Lao Mi will cut off her left hand!
Once Lao Mi's right-hand man is gone, the next technological battle will be easy to fight.
By then, if you lose your arms, Lao Mi can only use her head to output!
This is Wang Yi’s strategic plan.
He thought it clearly, let go of the secondary enemy and fight the primary enemy first!
Let Nvidia Mobile and Samsung Semiconductor go first, Qualcomm and TSMC!
But unfortunately, TSMC didn't know about this, and Lao Zhang was still immersed in the joy of winning the 200 million chip order of Xingyi Technology.
But I didn’t expect that the big order was fake, which forced Qualcomm, a big customer, into a mortal enemy, but it was real!
Wang Yi was very satisfied with this situation: "Old Zhu, the situation has been laid out, and we will wait for the next step to end."
"Haha, Apple and Qualcomm are tragedy this year, and TSMC are tragedy next year."
“This is great.”
Zhu Changlin was also in a good mood.
Wang Yi changed the subject: "Since our 14-nanometer process can be broken through in the first half of next year, it will be energy production. I think our strategy should be adjusted."
"Chairman, what do you mean?"
"Accelerate the research and development of Kunpeng 920." Wang Yi said decisively:
"Mobile phones equipped with 20nm Snapdragon 810 will be launched one after another after next year. This is not a big problem. With Qualcomm's urine properties, it will inevitably fail."
"But in April next year, Samsung will release a new phone equipped with 14-nanometer chips, which will pose a great threat to us."
Zhu Changlin nodded: "Yes. If it is next March, our ultra-high-end flagship Xingyi X2 series will continue to be equipped with Kunpeng 910, and it will still have a 28-nanometer process, which is indeed a big problem."
This is also a problem that Wang Yi is worried about.
No matter how powerful the Kunpeng 910 is, it is still 28 nanometers. It has no problem with the 20-nanometer Snapdragon 810 that has been overturned. Kunpeng 910 has an absolute advantage.
But it's hard to say that it's against Samsung's new 14-nanometer flagship Orion 7420.
Although there is a 60% increase in XOS system, the 28-nanometer Kunpeng 910 may not lose to the 14-nanometer Orion 7420, but it will also be difficult to win.
Moreover, the paper performance added by the system is not included, Kunpeng 910 will be defeated by Orion 7420, which will not be defeated.
There is no way, there is still hope to hit 28 nanometers with 20 nanometers, but hitting 14 nanometers can only be said to be a bit worse.
More importantly, users may not buy it.
The biggest drawback is the process that is two generations behind.
Especially when used on super flagships like Xingyi X2, it is really a bit unprofitable.
After all, they are all super flagship phones around 9,000, and it is really unreasonable to use 28nm chips.
Wang Yi took a deep breath: "In this way, the research and development of the 14-nanometer Kunpeng 920 will be accelerated comprehensively, and the release of Xingyi X2 will be postponed, and the Kunpeng 920 will be waited for!"
"This is the best. Since the factories are all our own, as long as Kunpeng 920 energy is produced, we can get Xingyi X2 to be launched as quickly as possible. This will be almost the same in May."
"Yes!" Wang Yi nodded: "It's better to release two months later than using 28nm chips. Before, we were led by Apple. They launched a new generation of chips and flagship phones in the second half of the year, and we also launched a new generation of mobile phones and chips in September."
"But now, no need."
"Apple is already our defeated man, so there is no need to continue to follow his rhythm."
"From the beginning, we will release the strongest chip and Xingyi X series super flagship of the year in the first half of the year, selling it to around 8,000-10,000."
"In the second half of the year, we will delegate this strongest chip of the year to the flagship mobile phone Xingyi Digital Series."
"This is the best. If the Xingyi Digital Series surpasses the Xingyi X Series, it will be a bit contrary to Tiangang." Zhu Changlin said with a smile.
"Yes, Lao Zhu, so when the Xphone 4 equipped with Kunpeng 910 is released in the second half of this year, we must also launch a Xingyi X1 pro and Xingyi X1 Pro max equipped with Kunpeng 910. Other configurations can remain unchanged, but the processor must be upgraded! The 8000 Xingyi X1 cannot be beaten by the 6000 Xphone 4!"
"Okay, Chairman, this is OK, it's just a change of cores, we're familiar with it!" Zhu Changlin responded quickly.
The third-party design schemes purchased directly by some mobile phone manufacturers are very troublesome to change the core and are difficult to change the core.
But Xingyi Technology is different. They are all developed by their own mobile phones. They know everything about their hands and are easy to change cores.
Zhu Changlin immediately conveyed Wang Yi's instructions.
The research and development of the 14-nanometer Kunpeng 920 has been accelerated in full swing.
Wang Yi's attention fell on Jeju.
Under the leadership of Song Sining, Xingyi AI Medical Big Model Business Department was quickly established in Jeju.
Xingyi Cloud Data Center is in Jeju. Xingyi Artificial Intelligence has an imperial capital headquarters, a magic capital branch, and a Jeju branch.
Among them, the Imperial Capital Headquarters is mainly responsible for the research and development of AI underlying algorithms, which is the underlying core foundation.
The main upper-level applications of the Magic City branch, such as Xiao Ai's development and training, were originally the technology of the Xiao i robot team, but now it is still responsible for the Magic City.
There is also the research and development of intelligent driving algorithms, which are also in Magic City.
Xingyi Automobile is headquartered in the Magic City, so the Zhijia model was put in the Magic City.
As for the AI in Jeju, it is mainly comprehensive applications, such as Changchao's AI algorithm and Douyin's AI algorithm, they are all in Jeju.
In fact, Jeju's AI business is very critical, with a wide range and a large number of people.
After all, it is easy to train with Xingyi Cloud Data Center.
Now we are going to launch a new AI project, which is the AI medical model, which is also located in Jeju, close to the cloud data center, and it is also convenient to use the big data of provincial hospitals to train the model.
Of course, another aspect is that the housing prices in the Magic City and the Imperial Capital are high. Only top AI algorithm engineers with super high income can settle in the Magic City and the Imperial Capital.
Other ordinary AI engineers in charge of training do not have the strength and cannot afford to buy a house in a first-tier city. They have to just pass thirty and have to resign and return to their hometown to develop like Wang Yi in his previous life.
However, Xingyi Technology has been cultivated for several years, and finally achieved some success, so it returned to its hometown to develop.
The hometown has a low income and is difficult to find a counterpart work. It is a huge loss to employees and a huge loss to Xingyi artificial intelligence!
But it’s different in Jeju. House prices are low, income is high, and happiness index is high.
Even ordinary AI engineers can easily buy a house in Jeju and settle down, and even buy another house for their parents without any pressure.
It is precisely because of this that in addition to the most cutting-edge fields, other businesses are placed in Jeju, and there are other second-tier cities in the future.
The purpose is to make it easy for employees to buy houses and take root, and be employees of Xingyi Technology for life. Xingyi Technology will pay high wages for life and achieve a win-win situation.
For most employees, first-tier cities are just passers-by. Even if they are forced to stay, the happiness index will not be too high.
Second-tier cities are the real destination!
It is obvious that Jeju is more suitable for the stability and long-term development of employees.
With the support of Xingyi Cloud Data Center, the AI model of Xingyi Medical will be promoted rapidly and gradually put into use in less than a few years.
The most powerful plug-in for the Rebirth is the Prophet.
If others want to develop, they will take many wrong paths and detours. The reborn person directly knows the correct development route and advances at full speed.
This process can save a lot of time and energy, and can enable the AI medical model that was completed more than ten years after the previous life to be completed in advance within ten years.
To put it bluntly, scientific research is like walking in a maze.
The road to the end is not far, but there are many forks.
Normal research and development requires one test after another, and continuous trial and error is naturally time-consuming and labor-intensive.
Wang Yi's existence is equivalent to knowing the correct route directly and reaching the end point.
The same is true for the development of AI.
For example, in terms of unmanned driving, Xingyi Technology has made some progress after the past two years of development.
Although the mature and intelligent driving of complex road conditions is still far away, there have been some achievements in intelligent driving in fixed places.
At present, Xingyi’s unmanned driving team has entered certain mines and started unmanned driving testing of mine cards.
The mines have fixed routes, fixed places, and fewer cars, which are not as complicated as urban roads or highways.
Therefore, the unmanned driving of mine cards is much less difficult.
For example, the difficulty of highway intelligent driving is 1000, the difficulty of urban road intelligent driving is 1500, and the difficulty of mine intelligent driving is 100.
Yes, the gap is that big.
Urban roads are complex, with large roads, large traffic flow, various intersections, electric vehicles and motorcycles interspersed illegally...
But the mining areas are different, and there are only a few mine cards that drive according to the established route.
As long as it is set up and it is difficult to think of an accident.
This kind of place is the best starting point for Xingyi Zhijia and the easiest start to achieve commercial incubation.
It takes several years to develop intelligent driving, and so much investment will always have to pay off.
And mining card smart driving is the reward.
Once completed, far exceeds Ome, the Xingyi Smart Home can quickly advance within major mines in China and even around the world.
Of course, this will not lead to a large number of unemployment of mine drivers. Xingyi Zhijia is involved in the mine.
Long-distance transportation outside the mine is still the home ground for truck drivers.
TSMC Headquarters.
Lao Zhang held another high-level meeting:
"The situation is very clear now. Qualcomm's waste has turned to Samsung in full. Qualcomm Snapdragon 820 at the end of next year, and even the Snapdragon 830 of the next year, will all be handed over to Samsung for OEM."
"In the future, it will be difficult for us to get Qualcomm's chip orders again."
"But it's okay. Qualcomm is no longer like the past, and the chip order volume is pitifully small, it doesn't matter!"
A group of senior executives agreed:
"Yes, Qualcomm is just MediaTek plus."
"Hahaha, this metaphor is good, Apple can't do it anymore, let alone Qualcomm? The real one is Xingyi Semiconductor!"
"Yes, and Xingyi Semiconductor's Kunpeng 916 orders were given to us TSMC. What else do Qualcomm do?"
"That's right, the orders for Kunpeng 916 are conservatively estimated to have 200 million super large orders, which is equivalent to the sum of Apple A9 + Qualcomm Snapdragon 820."
"200 million super big orders, our TSMC's production capacity has to be fully fully increased, and we have made a lot of money."
"Making 80.2 billion per piece is 16 billion. What's more, 200 million Xingyi Technology may not be enough, it is likely to be 300 million."
"Revenue of 500, profit of 24 billion! Lao Zhang, you have made great contributions this time!"
"Yes, the chairman has endured humiliation and has worked hard."
Everyone spoke, only to think that Lao Zhang was doing this time.
Sacrifice the self and achieve the greater self.
Old Zhang waved his hand: "I'm so serious. What's my sacrifice for TSMC? It's not worth mentioning!"
"What's more, the result this time is very ideal, very ideal. It exceeds expectations!"
"Chairman Gao Yi!"
"The chairman has courage!"
Lao Zhang waved his hand: "With Xingyi Technology's 200 million Kunpeng 916 chip orders, but it's not enough. We have to actively strive for AMD and cannot give up."
The vice president nodded: "Yes, Grofond's 28-nanometer chip technology is very bad now, and 16-nanometer is even more out of the blue. For this reason, AMD has begun to inspect new foundries. Their goals are Samsung's 14-nanometer and our TSMC's 16-nanometer!"
"In terms of time, Samsung's 14nm will be produced in January next year, and we will have to wait until July of the second half of the year. Samsung has an advantage."
"But Samsung's first batch of production capacity was given to Apple A9, and there was also Qualcomm Snapdragon 820 behind it, so I guess I don't have the energy to give it to AMD."
“So, we can take AMD’s order.”
Others frowned: "AMD's order is indeed to be won, but there is a problem. Next year, our 16-nanometer process mass production will be half a year behind three stars. We must produce Kunpeng 916 for Xingyi Technology as soon as possible. If we divide part of the production capacity to AMD, it will be difficult for Wang Dong to explain!"
"Yes, this is a big problem."
"We are already behind and delaying the production of Kunpeng 916. If we divide the production capacity to AMD, Wang Dongyi will be angry and turn it over to Samsung OEM, and that's all."
"As the King of Digest and Small. AMD has a size of tens of millions, and Xingyi Technology has a size of hundreds of millions, so Xingyi Technology must be given priority."
"That's right, but AMD is also a good big customer and cannot be pushed to Samsung. I suggest that we increase the 16-nanometer production capacity and take into account all the chip orders of Xingyi Technology and AMD."
"Yes, this idea is the best, no one can offend it. And it can also make the profits bigger."
"Will it cause waste if it just takes so much 16-nanometer production capacity?"
"No, high-end process profits are huge, 40 nanometers, 55 nanometers should be eliminated. There are still 28 nanometers, Xingyi Technology has energy production, so what else can we compete for? It is better to reduce production in large quantities and convert it to 16 nanometers."
Lao Zhang nodded: "It makes sense, then just reduce the 28-nanometer and 40-nanometer production line and upgrade it to a 16-nanometer production line. Eat all the super large orders of Xingyi Technology and AMD orders."
"In the 16-nanometer process, TSMC has lagged behind Samsung for half a year, earning half a year less money, and can only increase production capacity and recover the gap."
"right."
Everyone nodded and passed unanimously.
Currently, TSMC has been surpassed by Samsung, just like a tiger defeated by a wild wolf, holding its breath.
In this situation, retaliatory radical strategies are easily emerged.
Just like now.
Before the 16-nanometer is completed, we began to plan to reduce the 28-nanometer and 40-nanometer production line a lot and upgrade it to a 16-nanometer production line.
Lao Zhang changed his tone: "In addition, this is just the beginning. Samsung, the sixth brother, does not talk about martial arts. They skip 20 nanometers and directly mass-produced 14 nanometers is one generation ahead of us. I believe that their next generation of 10 nanometer technology has already begun and even achieved certain achievements. And our TSMC's 10 nanometer technology lags behind before it even started!"
Everyone changed their colors, but they had to admit that it was indeed the case.
According to TSMC's ideas, it was originally planned to start production of the 20-nanometer process in the second quarter of this year and the 16-nanometer process in 2016. As for the 10-nanometer process, that was in 2018.
In two years, it is very reasonable and appropriate to update the technology.
But now, Samsung, the sixth brother, does not talk about martial ethics and skips the 20-nanometer process directly, and will start production of 14-nanometers in the fourth quarter of this year, or next January!
This forced TSMC's 16-nanometer to accelerate in an all-round way, and advanced to the second half of next year, and the subsequent 10-nanometer process must also be fully advanced.
Nothing else, Samsung will continue to roll, and 10 nanometers will not be able to wait for 2018, and it is even expected that it will not be able to wait for 2017. According to Samsung's current urine properties, it is likely that the 10 nanometer process will be launched in the fourth quarter of 2016!
In this way, if TSMC's 10 nanometers were mass-produced in 2018, it would be completely passive.
That's all.
"Mad, Samsung is really not particular!" Lao Zhang was very angry: "Our 10-nanometer plan must also be advanced. According to the previous process, it is too slow. On the contrary, it must be accelerated in full."
"Yes, Chairman, I estimate that Samsung's 10nm process has started for a while, and our 10nm has not yet begun to be lagged behind."
Lao Zhang nodded: "That's right. So we TSMC must start implementing the Nighthawk Plan!"
"Nighthawk Project?" Everyone changed their color and understood in their hearts that TSMC had really reached a critical period of life and death.
Lao Zhang said:
"From today, TSMC has gathered the most elite engineers and used a 24-hour three-shift method to comprehensively carry out liver 10-nanometer process!"
Chapter completed!