Reborn in 2011, 985 missing from two copies

Chapter 470: Xingyi Semiconductor’s expansion will destroy Samsung’s future!
For a moment, Jacob regretted to the extreme.

This wave of operations not only failed to return to Qualcomm's peak, but instead turned the mighty Qualcomm into a PP channel, and customers began to cancel their orders!
It's really a case of losing the rice while trying to steal the chicken!

If many years later, Nvidia is defeated, 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 now. 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 service for R&D and mass production, and its strength is terrifying.

To put it bluntly, Qualcomm is not the absolute king at the moment.

In addition, last year Qualcomm was beaten badly by the sudden emergence of Xingyi Technology. Let alone being the absolute king, Qualcomm can’t even maintain its position as the second in the industry.

As a reborn person, Wang Yi knows that Qualcomm will be terrifying in the future.

But at present, ordinary consumers do not think Qualcomm is so terrible, at most they think that Qualcomm baseband is very powerful.

In other aspects, it has no obvious advantages over Texas Instruments, Samsung, Nvidia, and Intel, and is even slightly inferior.

In fact, apart from the baseband, Qualcomm's processor research and development level is very average.

Even in the previous life, it was very ordinary.

After all, after Qualcomm's brief success with Snapdragon 800, the subsequent Snapdragon 805, Snapdragon 810, and Snapdragon 820, three consecutive generations of flagships, all failed!

Snapdragon 810 is known as the first generation of Fire Dragon, and 820 is known as the second generation of Fire Dragon. Needless to say, the extent of their failure is unsatisfactory.

As for Snapdragon 805, Qualcomm advertised it as the most powerful chip of the year, with terrifying performance, and many people believed it to be true.

In fact, it is the originator of car rollover!
It is for this reason that no domestic manufacturers who have always pursued performance use Snapdragon 805.

I would rather use the Snapdragon 801, which is one generation behind, than the 805.

The reason is that Snapdragon 805 failed miserably.

There is no other reason. The Snapdragon 805 is still a 32-bit processor, a modified quad-core A15, 28nm process, and a single-chip maximum frequency of 2.7GHz!

Under the 28nm process, the single-core main frequency is increased to 2.7G. What does that mean?
It's like a nuclear bomb, it's hard not to fail.

The Snapdragon 805 has four large cores, generates horrible heat and consumes a lot of power. No matter how much it is modified and optimized, it is useless. It has also been increased to an ultra-high main frequency of 2.7G, which is simply courting death.

要知道20纳米工艺的骁龙810最高主频2.0G，都翻车那么严重，何况28纳米的骁龙805，主频2.7G！

That is why the Snapdragon 805 has been praised as "Qualcomm's ultimate last-generation 32-bit processor" and "the flagship of the year before 810"...

The result was a horrible failure and no domestic manufacturer used it.

It can’t be suppressed. It can’t be suppressed at all.

As long as the domestically produced Snapdragon 805 is commercially available, the Snapdragon 810 will have to give up the title of the Fire Dragon Generation!

To put it bluntly, the failure of Snapdragon 805 has reached a point where it is visible to the naked eye.

Therefore, all domestic manufacturers rejected it, and only a handful of mobile phones around the world adopted it.

It is precisely for this reason that the Snapdragon 805 ended its short and not glorious life just a few months after its launch, making it the shortest-lived transitional flagship.

Unexpectedly, the major manufacturers could avoid Snapdragon 805 but not Snapdragon 810.

All the major manufacturers were naive at the time.

天真地以为骁龙810从805的32位架构升级到64位架构，从28纳米工艺升级到20纳米工艺，从四核提升到八核，最高主频也从2.7G降到2.0G！

It can be said that the process architecture has been comprehensively improved and the main frequency has been reduced overall, so it should be stable, right?
Decisive orders...

As a result, Snapdragon 810 failed again, and its degree was comparable to that of Snapdragon 805.

The only difference is that there are fewer brands using Snapdragon 805, so it is kept secret and its failure is not yet known to everyone.

And the Snapdragon 810 is used a lot, that is public execution, becoming a generation of fire dragon.

The subsequent Snapdragon 820 continued to fail, the second generation Fire Dragon.

It wasn't until Snapdragon 835 that Qualcomm finally stabilized.

From Fire Dragon 805 to Fire Dragon 810 to Fire Dragon 820, three generations have failed in a row, and this level is not much inferior to NVIDIA.

That is, Nvidia and Texas Instruments have both withdrawn, and Huawei and Samsung's processors are not extensively supplied to third parties. Otherwise, Qualcomm would have been out of business long ago after three consecutive generations of failures.

After all, in recent years, MediaTek almost overthrew Qualcomm.

To put it bluntly, the reason why Qualcomm was able to defeat Nvidia and Texas Instruments is not because Qualcomm's chips are so good or powerful.

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 alone would be able to beat Qualcomm into a pulp.

This is why many people now think 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 giant 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 processor, which was half a generation ahead of the times. Therefore, it is understandable that it lost to APQ 8064.

After all, it's half a year.

In addition, Nvidia's terrifying reputation in the graphics card field and its strong fan base are things that Qualcomm cannot match at present.

There are also many fans of Samsung.

Xingyi Technology's Kunpeng 702 has once again become a legend, and Qualcomm's current situation has become even more difficult.

The PPT incident made things even worse for Qualcomm.

This led to consumers starting to resist, and mobile phone manufacturers began to reduce orders or even abandon Snapdragon 800.

This made Jacob look worried. "The Snapdragon 800 will definitely drop in sales due to the PPT incident. And I'm worried that Xingyi Technology's next-generation chip will come out very soon. It might be launched at about the same time as our Snapdragon 800. If the performance is still terrible, then Qualcomm will be in trouble."

"No way?" The vice president's face changed drastically.

If this is the case, Qualcomm is in danger.

After all, last year's APQ 8064 was beaten by Xingyi Technology's Kunpeng 702. It's impossible that this year's Snapdragon 800 will be beaten by Kunpeng's new flagship, right?
If that's the case, it would be really troublesome!
Jacob sighed: "It is very likely that this is the case. Xingyi Technology is developing too fast. It seems that this big customer is really going to be lost."

"It's definitely lost. They don't even buy dual-core chips anymore. The Xphone 1 and Xingyi Tablet X1 have been fully upgraded to the self-developed quad-core Kunpeng 506, which can be regarded as a complete severance from Qualcomm."

"Alas!" Jacob felt a deep sense of powerlessness and waved his hands:

"Let Xingyi Technology be lost, and there is nothing we can do about it."

"Qualcomm's main rivals are still Nvidia, Intel and MediaTek. Although Texas Instruments has given up its mobile chip business, Nvidia, Intel and MediaTek are all developing mobile phone chips and competing with us for the market."

"Especially Nvidia's Tegra 4, which is coming on strong and looks like it's going to turn the tables."

"Plus, the Snapdragon 800 has become the PPT 800, and its reputation has declined. Maybe Nvidia's Tegra 4 will snatch away a lot of customers! Tegra 4 is a huge upgrade."

"That's very likely!" The marketing director nodded:
"And it's not just Tegra 4. Nvidia's Tegra 3 and Xingyi Technology's Pterosaur 3000 baseband bundled sales have also snatched away a lot of our customers."

"Especially in Xia Country, Lenovo, ZTE, Xiaomi and other companies will launch new mobile phones equipped with NVIDIA Tegra 3 and Xingyi Technology's Pterosaur 3000!"

"Everyone buys Nvidia Tegra 3?" Jacob was a little indignant: "Why is this happening? Our APQ 8064 is obviously more powerful, much more powerful than Tegra 3!"

"We can't help it, Chairman. They sell it cheaply. Nvidia Tegra 3 + Pterosaur 3000 baseband is $8064 cheaper than our APQ 3 + 10G baseband. The integrated Pterosaur 3000 supports China's mobile 3G and can directly provide full network access. 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 Xingyi Technology, a big customer, but also lost a bunch of small customers!"

Jacob looked depressed. "Without supporting China Mobile 3G, we are indeed not as advantageous as them in Xia Country. It seems that we can only make a comeback in the 4G era, but the Wing Loong 3000 does not support 4G!"

"Chairman, it's useless. Xiaguo has not yet started 4G commercial use."

Jacob was silent: "..."

He even forgot that 4G has been promoted in Europe and the United States for several years, but 4G in Xia Country has not yet started.

At present, there is no 4G network in Xiaguo, so Qualcomm's 4G baseband has become a decoration. After all, it costs more and is more expensive.

When 4G mobile phones first came out, their prices remained high due to the expensive baseband.

Now that 4G has not yet been launched, no brand will spend so much extra money to install a 4G baseband that may not be used for more than a year!

The vice president sighed: "According to the intelligence we have, Xiaguo's 4G license is expected to be issued around the end of 2013. In early 2014, the three major operators will gradually launch 4G services."

Jacob frowned. "So, Xiaguo's 4G was only put into commercial use on a small scale in 2014, and will be widely used in 2015?"

"Then the mobile phone manufacturers in Xia Country will not launch 4G mobile phones until next year, or even the second half of next year at the earliest?"

"Yes, Chairman."

Jacob took a deep breath and said, "So, our most powerful 4G baseband is meaningless in Xia Country, and is even inferior to Xingyi Technology's Pterosaur 3000 baseband?"

"That's right. At least for the next year, it will be meaningless." The vice president nodded.
"So the situation is awkward. Qualcomm's 4G baseband advantage cannot be used in Xia Country. Qualcomm's 3G baseband is not as good as Xingyi Technology's Pterosaur 3000. They support mobile 3G and are truly full network compatible, but we don't! Customers and consumers have given up Qualcomm and chosen NVIDIA + Xingyi Technology's Pterosaur 3000!"

Jacob's mouth twitched, and he felt extremely aggrieved: "..."

Previously, Qualcomm's basebands always beat Nvidia and Texas Instruments.

But this time, it was actually beaten by Xingyi Technology's Wing Loong 3000.

It's really frustrating.

There is no way. Qualcomm's 3G baseband was released too early and does not support the later released Xiaguo Mobile 3G standard.

Qualcomm's 4G baseband does support China Mobile's 3G, but its cost is much higher than that of the 3G baseband.

As for selling Qualcomm's 4G baseband as a 3G baseband to compete with Wing Loong 3000, this is unrealistic. The cost of 4G baseband is much higher, and it will not be able to win the price war.

Jacob was extremely frustrated: "So, Qualcomm APQ 8064+ 3G baseband is $10 more expensive than Nvidia Tegra 3 + Pterosaur 3000 because of its high cost?"

"That's right, unless we lower the price." The marketing director said. The vice president decisively retorted: "Lowering the price is useless. If we lower the price by $10, they will also lower the price. Our costs are high and we can't compete with them."

Jacob nodded. "That's right. Qualcomm APQ 8064 is completely defeated. Unless Snapdragon 800 is mass-produced and launched on a large scale as soon as possible, it can turn the tide."

"This is difficult." The vice president was very helpless: "Chairman, this is the first time that the Snapdragon 800 has integrated a baseband, and there are some technical problems that need to be optimized. Mass production will take place in May or June at the earliest, and large-scale supply will take place in June or July."

Jacob frowned: "Then the mobile phone manufacturers will get the Snapdragon 800 in July and August. It will take time to produce mobile phones, adapt the system, adjust the chip, etc."

"As a result, mobile phones equipped with Snapdragon 800 chips will not be available on the market on a large scale until October."

Jacob's mouth twitched: "Fuck, it's exactly the same as Wang Yi's calculation!"

As the president of Qualcomm, Jacob mainly focuses on the general direction. He does not understand the details such as the timing of each chip as clearly as Wang Yi.

This is the difference between new entrepreneurs and veteran entrepreneurs.

Similarly, many years later, Wang Yi will not know all the progress and details of every chip of Xingyi Semiconductor.

Just like at the beginning of his business, Wang Yi personally participated in every decision-making of Lian Meiyu Chunyufeng’s new models.

But now, the number of times I can go to Mayu Company is limited.

However, it was these details that caused Qualcomm to repeat the same mistake and the PPT incident occurred.

Jacob felt like he had been cheated!
When his subordinates told him that Snapdragon 800 had been successfully developed and could be released, he was in a very good mood. He made a big announcement at CES 2013 and heavily criticized Xingyi Technology.

After all the boasting and preparation of the PPT, you still tell me that it still needs to be optimized and mass production can only be done in May or June, and mobile phones equipped with Snapdragon 800 will not be available on the market on a large scale until October!

Isn't this a scam?

But it has come to this point, Jacob has no choice but to ask unwillingly:
“So, in the next nine months, Kunpeng 702 SOC will still be the most powerful chip?”

"That's right." The vice president said, "Unless Nvidia's Tegra 4 or Samsung's dual quad-core processor is launched in advance, there is hope that it will surpass Kunpeng 702 in first place."

"Is it likely?" Jacob couldn't help but ask.

The vice president waved his hand and said, "Not much. We know the progress of Nvidia Tegra 4, which is about the same as Snapdragon 800. As for Samsung's dual quad-core, it's hard to say, but such a stupid design, and it has been criticized so badly, it is estimated that it will not be early. Compared with the other three, our Snapdragon 800 is still number one."

Jacob sighed, "Okay, speed up the development of Snapdragon 800, and mass production can be started in May instead of June! Mobile phones equipped with Snapdragon 800 can be launched in September instead of October! Let's hurry up, I can't bear to see Xingyi Technology occupy the first place!"

"Yes!" the subordinates responded one after another.

Xingyi Technology Headquarters.

"Chairman, Meizu Chairman Huang and President Bai have come from Zhuhai and hope to meet you." Zhu Changlin said.

"Mr. Huang, Mr. Bai!" Wang Yi smiled and guessed the other party's intention.

It must be because Samsung’s dual quad-core was badly criticized and called the stupid chip of the year. Even Meizu didn’t dare to use it, so they turned to Xingyi Technology!

In his previous life, Wang Yi’s first smartphone was the Meizu MX2, so he has some attachment to it.

Although Meizu's subsequent development was somewhat unsatisfactory.

After a brief moment of glory, things returned to calm.

But after all, the feelings are still there.

As a domestic mobile phone company that was sued by Steve Jobs himself and the originator of domestic smart phones, Wang Yi felt that he should lend a helping hand if he could.

Ten minutes later, Wang Yi came to the reception room and met Mr. Huang and Mr. Bai.

After a brief exchange of pleasantries, Mr. Huang got straight to the point:
"Mr. Wang, your Pterosaur 3000 baseband is so powerful that we at Meizu have purchased some. The soon-to-be-released MX2 will all use Samsung's 4412 processor with the Pterosaur 3000 baseband, allowing us to achieve full network access!"

"Yes, this is our wisest choice. If we continue to use Infineon's baseband, we will have to choose many versions." Lao Bai said with a smile: "We at Meizu are honored to cooperate with Xingyi Technology!"

Wang Yi laughed and said, "As the originator of domestic smart phones, I also like Meizu. If there is an opportunity, we can have more cooperation."

"Really?" Director Huang became interested. "To be honest, Director Wang, your Kunpeng 702 SOC is very powerful. We would also like to purchase some. I wonder if Director Wang can sell it to you?"

Although he asked this, Mr. Huang has thought it through and will definitely sell it!
It’s simple. Xingyi Technology not only has chip research and development and design, but also has wafer fabs and packaging and testing plants, which can realize the closed loop of the entire industry chain of chip research and development, 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 but cannot mass-produce it themselves.

"It's not impossible to sell Kunpeng 702 SOC to the outside world, but we have high requirements for our partners!" Wang Yi had expected this.

Mr. Huang was delighted: "As long as it can be sold. Mr. Wang, what are your requirements? Just tell me!"

Wang Yi said: "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 the permission of Xingyi Technology, it will lower the high-end positioning of Kunpeng 702 and be regarded as a serious breach of contract. Not only will our company stop all cooperation, but your company will also have to pay a 30% penalty."

Wang Yi had to guard against the tragedy that MediaTek's flagship chip was used in the Redmi 1,000 yuan phone, which cut off MediaTek's high-end path.

Cutting off the supply of chips and imposing a 30% penalty are the countermeasures!
At the same time, you will be put on the blacklist of Xingyi Technology and will never cooperate with us again.

"That's not a problem. We bought the Kunpeng 702 SOC, which will be used in the flagship MX3 mobile phone in the second half of the year!"

Huang said with a smile: "This contract is good. We are also worried that other customers will use it in low-end mobile phones, which will lower the quality 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, the earliest it can be delivered is April."

We started supplying HTC in February and Meizu in April.

HTC's exclusive time for these two months is in exchange for HTC selling VIA and X86 to Xingyi Technology.

Wang Yi does everything perfectly.

If Meizu and HTC supply products at the same time, HTC's X86 will be sold at a low price in vain, and Wang Hong will have to curse.

"It will be available in April, no problem. We are planning to release the MX3 in early June and put it on the market in early July."

Old Huang had already figured it out.

In October, Snapdragon 10 mobile phones were launched on a large scale. The MX800 equipped with Kunpeng 702 was launched in early July at a price of 3, just in time to seize the three-month unbeatable sales period.

Three months later, Snapdragon 800 mobile phones were just launched on the market and production capacity was insufficient, while MX3 had abundant production capacity, so it was just the right time to reduce the price by 200, and hold a promotion to 2299 to grab another wave of customers!
Within five months by the end of the year, it will be no problem for MX3 sales to exceed 300 million.

After the new year, the price of MX3 was reduced to 1999, and after selling for another two or three million, production was discontinued.

During the life cycle of a mobile phone, it is hot-selling in the first two months after it is launched on the market, selling smoothly in the third and fourth months, and there is promotion in the fifth and sixth months. After half a year, it becomes unsalable and the only options are to clear the inventory and replace it with a new model.

In the past, the launch time of Meizu MX2 and MX3 was only half a year apart.

As for the fact that Meizu MX3 uses Kunpeng 702 SOC, will it affect the sales of Xingyi Technology?
This is not a big problem.

Meizu MX3 was launched in July. It would be a miracle if it could sell 7 million units in half a year by the end of the year. The impact will not be significant.

What’s more, Kunpeng 902 will not wait until October to be launched. On the contrary, it will be launched before the summer vacation, catching Qualcomm users off guard!
The launch of Meizu MX3 will have even less impact.

Moreover, the golden period of Kunpeng 702's hot sales is just these few months, a few months before Snapdragon 800 is launched.

By July, when Snapdragon 7 was supplied on a large scale, there were not many customers who wanted to sell Kunpeng 800, unless the price was drastically reduced.

Wang Yi’s goal in making mobile phones is not just to make mobile phones, but to disrupt the entire supply chain in Europe, America, Japan and South Korea!

As a customer of Samsung, if Meizu is won over and the subsequent stable cooperation is established, the future of Samsung’s chips will be in jeopardy.

After all, Samsung doesn’t use many of its chips itself and directly purchases Qualcomm chips.

Without Meizu as its only customer, Samsung will simply give up on the Exynos chip and focus on OEM.

Similarly, HTC and Meizu are just the beginning. Next, if other companies want to purchase Kunpeng 702, Wang Yi will also sell it.

They will all be supplied starting in April, quickly grabbing the market before Snapdragon 4.

By that time, Kunpeng 902 will be almost ready, and it will not affect the sales of Xingyi Technology's new flagship.

"Mr. Wang, how do you calculate the price?" Old Huang asked.

Wang Yi smiled faintly: "How much do you want?"

Old Huang understood that the price was determined based on the purchase volume.

If you want more, it can be cheaper!

Old Huang and Old Bai exchanged glances and said, "Boss Wang, you know we are not big. Let's place an order for 300 million pieces first, 50 pieces per month. What do you think?"

"Okay, 300 million pieces, delivery starts in April, and the price is 4 yuan."

Lao Huang raised his eyebrows. The current Qualcomm APQ 8064+ baseband costs 250 yuan per set, but does not support mobile 3G.

Xingyi Technology's Kunpeng 702 SOC integrated baseband also supports mobile 3G, truly full network access, and has stronger performance!
At the same 250 yuan, it is a great deal.

As for price cuts, flagship chips drop in price relatively slowly, generally once a year, that is, when the next generation is released, the previous generation is reduced in price.

Unless encountering special circumstances or being hit hard by competitors, we will be forced to reduce prices every six months.

If Meizu wants to get a lower price, there is only one way, and that is to increase the quantity!
An order of 300 million and an order of 500 million have by no means the same price.

Similarly, orders of 500 million and 1000 million do not have the same price.

It is for this reason that the price Qualcomm previously gave to Xingyi Technology was several times cheaper than that of brands such as Xiaomi.

Every time a small brand wants a discount, Qualcomm will say go away, take it or not.

But when Xingyi Technology wanted a discount, Qualcomm would first say it was difficult, think about it, and then lower the price. Every time they placed an order, Qualcomm would even take the initiative to lower the price...

There is no way, Xingyi Technology is too big!

Qualcomm had to compromise and treat Xingyi Technology as the client.

(End of this chapter)