Reborn in 2011, 985 missing from two copies

Chapter 569: Qualcomm and Xingyi Semiconductor go to war, is MediaTek going to die?
"As long as TSMC stops manufacturing for Xingyi Semiconductor, Xingyi Semiconductor will be ruined!"

"Xingyi Technology's own 40-nanometer orders and 1.5 million third-party 40-nanometer chip orders will be enough to crush Xingyi Semiconductor!"

Jacob was in a good mood, and this was the best shot.

But another vice president couldn't help but say, "TSMC and Xingyi Technology have been cooperating for a long time, and the relationship between the two sides is very good. What if they reject our lobbying and refuse to give up manufacturing chips for Xingyi Technology?"

"Yes, this is a big problem! TSMC may not be so obedient!"

Others also spoke up: "Especially, some of our orders are also given to Samsung Semiconductor for foundry. And the extra chip orders of Xingyi Technology are only given to TSMC. Under this relationship, TSMC is unlikely to stop foundry for Xingyi Semiconductor."

"Will not stop the foundry?" Jacob smiled coldly: "It's not up to them! If TSMC doesn't give up the chip order for Xingyi Technology, then TSMC will never get an order from Qualcomm again! Don't even think about getting a single chip!"

Franz Quentin said with a smile: "The chairman is wise, and Zhang is not stupid. Whether to choose Qualcomm and give up Xingyi Technology, or choose Xingyi Technology and give up Qualcomm, I believe TSMC will make a wise choice!"

"That's right. If TSMC completely abandons cooperation with Qualcomm just for the small order from Xingyi Semiconductor, then it will be stupid. Haha."

"Besides, Xingyi Semiconductor also has its own wafer fab, which is also expanding rapidly. In the future, it will definitely kick out TSMC and do its own thing. It is only natural that TSMC will give up Xingyi Semiconductor's orders in order not to lose Qualcomm, a major customer."

Jacob was full of confidence: "Yes, that's right. Don't worry about TSMC. They will definitely give up. Xingyi Semiconductor will also be finished!"

"Franz Quentin's idea of ​​suppressing Xingyi Technology is very good!"

Franz Quentin was in a very good mood. With such affirmation from the chairman, his position in Qualcomm will be further improved in the future.

By then he will not only be one of the vice presidents, but the next successor!

He immediately said: "Once this strategy is implemented, it will definitely severely suppress Xingyi Semiconductor. At the same time, we must also promote the second strategy to increase our Qualcomm sales."

Jacob agreed: "Strike at Xingyi Semiconductor is one thing, and boost our sales is another. Franz Quentin has thought very carefully, very good! What are you going to do?"

"First, you have to choose the right target customers!" Franz Quentin said:

"At present, it seems that there is no need to consider Xiaguo brands, as most of them have placed orders for Kunpeng chips. Some international brands that have already placed orders cannot be considered. To be honest, the 4.5 million chips that should be bought have almost been bought. In the short term, there will be no more orders for Qualcomm chips."

Everyone nodded, this was the cruel reality.

"The remaining three brands are Samsung, Motorola and Nokia."

"I suggest setting up a special team to negotiate with these three brands separately. Even if we have to lower the price again, we must win the orders from the three brands."

"Trading price for volume and stabilizing the basic market is the basis for our survival!"

Jacob nodded: "Our Qualcomm chips are not as good as Xingyi Technology's Kunpeng chips in terms of performance and architecture. Right now, the only way out is to lower the price. But just lowering the price may not work."

Franz Quentin continued: "So we need to give different preferential policies to different brands!"

"First of all, Samsung. In order to win over Samsung, we can sign a comprehensive strategic cooperation agreement with Samsung. Next year's Snapdragon 805 will be outsourced to Samsung Semiconductor, on the condition that Samsung does not use Kunpeng chips, but our Qualcomm chips!"

"As for the subsequent Snapdragon 801 chip, as long as Samsung adopts it, we will give all subsequent orders to Samsung for OEM."

Jacob nodded: "That's true. The biggest rivals of Samsung and Qualcomm are both Xingyi Technology. Having a common rival means there is a basis for cooperation. But in this case, TSMC will..."

Jacob's meaning is very clear. He just threatened TSMC with Qualcomm's chip orders to stop manufacturing for Xingyi Technology, and then turned around and gave the subsequent orders of Snapdragon 800 and Snapdragon 805 to Samsung for manufacturing...

This is a bit inhumane!

TSMC will curse!
Franz Quentin waved his hand and said, "Chairman, although this is a bit unethical, it is the best way. We just need to trick TSMC into stopping manufacturing for Xingyi Technology, so that TSMC and Xingyi Technology become enemies and become enemies. That will be enough."

"Whether we place orders with Samsung or TSMC in the future is up to us at Qualcomm."

“Even if TSMC is angry, it’s too late. If we go back to Xingyi Technology, they won’t bother with TSMC, let alone place orders with TSMC.”

"By then, TSMC will be desperate and will have to beg Qualcomm for orders."

"We will outsource some of Samsung's small chip orders to TSMC, which can be regarded as a kind of check and balance!"

Jacob understood, this old guy is really not a human being!

First, they tricked TSMC and made it lose Xingyi Technology, a major customer.

Then use subsequent Qualcomm chip orders to hang on TSMC and Samsung.

For example, for the upcoming Snapdragon 801 and next year's Snapdragon 805, if Samsung places a lot of orders, we will outsource the manufacturing to Samsung.

For example, for next year's Snapdragon 410 and Snapdragon 615, Samsung has few orders, so it will outsource the production to TSMC.

This can be considered a good way to control Samsung!

Forcing Samsung to place more orders. After all, in addition to Qualcomm chips, Samsung also has its own Orion chips.

First, fool TSMC, and then kill two enemies with one move, and control both Samsung and TSMC!
Jacob couldn't help but give a thumbs up: "Franz Quentin, this move of yours is absolutely amazing!"

"I've read the Thirty-Six Stratagems!"

"Thank you for the compliment, Chairman." Franz Quentin said with a smile:
"In this way, there will be no problem in taking down Samsung and balancing TSMC."

"As for Motorola, it has already withdrawn from the Xiaguo market and was acquired by Google. Motorola and Xingyi Mobile are competitors. Google's Android system and Xingyi Technology's XOS system are also mortal enemies. These are the basis for our cooperation with Motorola."

"To this end, we can reach a strategic cooperation with Google. We develop 64-bit processors, and Google develops 64-bit Android systems. The two sides are deeply bound together to jointly build a 64-bit Android ecosystem. Qualcomm + Google + Motorola, jointly fight against Xingyi Technology!"

"Okay, this may work." Jacob was in a good mood. "In order to suppress the development of the XOS system, Motorola wanted to use Xingyi Technology's chips, but Google refused!"

"That's right. As for Nokia, we can also reach a strategic cooperation and send a professional chip tuning team to work with Nokia and Microsoft to optimize the chips of the WP8 system to bring out stronger performance. We can even jointly develop a 64-bit WP8 system!"

"That makes sense. There is a high probability that Nokia will be acquired by Microsoft, and Microsoft is determined to develop its own operating system. The Xingyi mobile phone and the XOS system are their competitors. They are also cooperative allies that we can strive for!" said Jacob.

"Yes, Chairman, we all have common opponents and common enemies. As long as we reach a strategic cooperation and lower the price a little, we will have a chance to win these three major customers!"

"Very good, I'll leave this matter to you!" Jacob was in a good mood. Having such a subordinate made him feel at ease.

Franz Quentin then asked, "What should be the price reduction, or the bottom line?"

Jacob sighed. This was a complicated question.

Right now, the prices of chips of the same level from Qualcomm and Xingyi Technology are similar, but Xingyi Technology's chips are more powerful.

It is impossible for Qualcomm not to lower its prices.

Even if the price reduction is smaller, it will not make much sense.

But the price reduction was too much and Jacob found it hard to accept.

"Ah!" Jacob sighed with emotion and looked at the others: "What do you think?"

After some thought, everyone started to speak:
"I suggest lowering the price by one level. The price of Snapdragon 800 has dropped to the same price as Kunpeng 706 SOC, 270 yuan, but it is obviously not enough. I suggest lowering it directly to the price of Kunpeng 702, 240 yuan."

"Snapdragon 600 + 4G baseband, directly reduced to the price of Kunpeng 508 SOC, 210 yuan."

“骁龙600 +3G基带，直接200元，比鲲鹏700还便宜10元。”

"The price of Snapdragon 400 has dropped to Kunpeng 500, 150 yuan."

"Snapdragon 200+4G baseband, reduced to 130!"

"Snapdragon 200+3G baseband, reduced to 120!"

“降价这么多？”有人吓了一跳：“骁龙800本该是和鲲鹏902一个级别的，结果从290元，一路降到240元？比鲲鹏706还便宜30元，疯了吧！”

"What's the problem? The actual experience of Kunpeng 706 SOC is no worse than Snapdragon 800. Taking into account the 64-bit bonus, it is still 800%-40% ahead of Snapdragon 60. If our Snapdragon 800 is priced the same as Kunpeng 706, it will not sell at all, unless it is 30 yuan cheaper."

"Yeah, even though the price reduction is a bit scary, there's nothing we can do about it. At least we can sell it."

"Xingyi Technology's Kunpeng 902 has sold 9000 million units, while our Snapdragon 800 has only sold million units. If we don't lower the price, the inventory will become rotten. Just look at how much inventory is piled up in the warehouse!"

"That's right... Alas, if this happens, Qualcomm's high-end image will really be ruined."

"And if we lower the price like this, will it trigger a price war, causing Xingyi Technology to follow suit and lower its prices?"

"Price war?" Franz Quentin waved his hand, not caring at all:

"Before, we didn't dare to slash prices for fear of triggering a price war, which would result in a lose-lose situation for both sides."

"But this time, that time."

"Once TSMC stops manufacturing for Xingyi Semiconductor, Xingyi Semiconductor's production capacity will be tight, and it will be a problem whether the 4.5 million chip order can be delivered."

"They still dare to start a price war? Continue to lower prices? You are kidding!"

"Yes, if we don't start a price war, Xingyi Technology might not be able to deliver chips. If we start a price war again, Xingyi Technology will continue to have a large number of orders, which is simply courting death."

"I see. That's fine then."

Franz Quentin continued: "More importantly, it's okay for the Snapdragon 800 to have a big price cut now. Next, we will make a facelift and name the slightly upgraded version of the Snapdragon 800 as the new Snapdragon 801, and then we can increase the price."

"For example, the Snapdragon 801 AA and Snapdragon 800 have almost no improvement, and are sold for 250 yuan. The GPU frequency of the Snapdragon 801 AB has been slightly improved, and it is sold for 260 yuan. The CPU and GPU frequency of the Snapdragon 801 AC have both been slightly improved, and it is sold for 270 yuan!"

"Wait until next year's Snapdragon 805, which will sell for 300 yuan, to compete head-on with Kunpeng 902!"

Jacob nodded. "Okay, let's follow this strategy! The Snapdragon 800's reputation has been ruined. If sales are still not good, we will stop production and vigorously promote the Snapdragon 801. Anyway, the architecture is the same, the only difference is the main frequency."

"Yes, Snapdragon 801, to put it bluntly, is a full-blooded Snapdragon 800. In other words, Snapdragon 800 is a low-blooded Snapdragon 801!"

"According to Franz's strategy, take action immediately. We must kill Xingyi Technology as soon as possible and win the chip orders from Samsung, Motorola, and Nokia at the same time!" Jacob looked at Franz Quentin: "Franz, as the general manager, you will be in charge of all matters!"

"Yes!" Franz Quentin was in a good mood.

This is a crisis for Qualcomm Group, but also an opportunity for him personally!
Jacob, the son of Qualcomm's founder, is also in his fifties this year.

As long as I perform well, I can become the successor of Qualcomm Group!

In the following days, various departments of Qualcomm quickly took action and began a series of negotiations.

It has to be said that after continuous price cuts, Qualcomm chips are very cost-effective.

For example, the Snapdragon 800 costs 240 yuan, which is 706 yuan cheaper than the Kunpeng 30.

This price made Samsung, Motorola and Nokia extremely excited.

The other chips are also full of sincerity.

Compared with the Kunpeng chip of the same level, it is cheaper and can be said to be very competitive.

Although they are all 32-bit processors and even require external baseband, they are cheap.

In addition, the three major brands have business conflicts with Xingyi Technology and really do not want to purchase Kunpeng chips, but they can become a strategic alliance with Qualcomm.

Without any surprise, the three major brands placed orders one after another.

Not only did I purchase some Snapdragon 800 and Snapdragon 600, I also purchased some Snapdragon 400 and Snapdragon 200.

The whole process was not generally smooth.

Three days later, Franz Quentin returned to Qualcomm headquarters with the signed chip order and went straight to Jacob:

"Chairman, I have fulfilled my mission and signed them all."

"Okay, okay!" Jacob was very excited. His face, which had been gloomy for several days, finally brightened up: "I knew that if you took action, you would be able to do it!"

Jacob opened the contract and read it carefully:
【三星：1000万颗骁龙800，500万颗骁龙600，500万颗骁龙200。】

【摩托罗拉：1000万颗骁龙800，500万颗骁龙600，1000万颗骁龙400，500万颗骁龙200！】

【诺基亚：1000万颗骁龙800，500万颗骁龙600，500万颗骁龙400，500万颗骁龙200。】

"7500 million in total... so few?"

The smile on Jacob's face froze. "The Xingyi Technology Fair sold 4.5 million pieces, and we only sold 7500 million? Isn't that too little?"

Franz Quentin was a little embarrassed: "Chairman, Samsung and LG have each placed orders for 1000 million Snapdragon 800s. If you add them all up, there are 9500 million in total."

"9500 million, that's not a lot. Xingyi Semiconductor has 4.5 million! 4.5 million!"

Jacob snapped.

It is true that the greater the expectations, the greater the disappointment.

Franz Quentin sighed, "Chairman, Xingyi Technology has received orders from more than a dozen brands, and the transaction volume is 4.5 million. We at Qualcomm only have three brands. It is already very good that three brands can sell 9500 million pieces."

"Samsung, for example, has its own Orion chips. They previously placed an order for 1000 million chips, and then another order for 2000 million Qualcomm chips. This is almost the limit, and it is difficult to go further."

"Motorola has been getting worse every year since it withdrew from the Xia country market. Placing an order for 3000 million chips is almost the limit."

"As for Nokia, it is in a turbulent period. It placed an order for 2500 million chips. Even if it increased the order, it would be after it was acquired by Microsoft."

"This..." Jacob was silent.

I also understand that the three major brands have reached their limits.

It’s not that Franz Quentin is not good enough, but that there are too few brands.

How many orders can there be for just three brands?

"After the price reduction, we have a great advantage. Can we develop other brands such as LG and Sony?" Jacob asked.

Franz Quentin thought for a moment and said, "We can give it a try. We should be able to increase orders for some brands, such as LG. They already have Snapdragon 800 models, so it is entirely possible to increase orders again."

"Okay, go and try it as soon as possible." Jacob changed the subject: "The three major brands are progressing smoothly. How is TSMC's suspension of foundry going? That's the key."

Adding 7500 million chips can only make Qualcomm's winter less severe.

Only when TSMC stops its foundry business and causes tragedy for Xingyi Semiconductor can Qualcomm benefit.

"We are still in the negotiation stage. TSMC is a little hesitant and needs to raise the price!"

Franz Quentin took a deep breath and said, "After all, Xingyi Semiconductor has given TSMC too many orders. 2000 million chips per month, that's 2.4 million chips per year. TSMC is reluctant to give up!"

Jacob frowned, "This is indeed a big problem, but there is no other choice. We must make TSMC give up the foundry business for Xingyi Technology. If necessary, use some threats!"

"Okay, I will go to TSMC to negotiate in person!" Franz Quentin responded.

"Well, you have to take charge of this matter. You also have to arrange for people to contact other brands and get more orders."

"Yes!"

Franz Quentin quickly made various arrangements, and soon, the three teams that had just won orders from Samsung, Motorola, and Nokia set out again and went to LG and Sony.

Another team went straight to Xiaguo, targeting domestic brands such as ZTE, Lenovo and Coolpad.

There is no wall in the world that is completely airtight.

Soon, Xingyi Technology also received the news.

"Chairman, Qualcomm has made a move. Their chips have dropped in price by another 10%, making them 20-30 yuan cheaper than our chips of the same grade. We have already won orders from Samsung, Nokia, and Motorola, and are currently negotiating with other customers."

Zhu Changlin said solemnly: "I am worried that they will succeed in stealing the orders and make our existing customers reduce their orders for Kunpeng chips..."

Wang Yi waved his hand: "It's not a big problem."

"The performance of Kunpeng 706 and Snapdragon 800 is similar in 32-bit system, but in 64-bit system, ours is 40%-60% stronger and can beat their Snapdragon 805. And we have chip tuning services and motherboard chipset services. Even if it is 30 yuan more expensive, users will not cancel the Kunpeng 706 and choose the Snapdragon 800."

"As for the Snapdragon 600, it is even more useless. Mobile phone manufacturers have to add their own baseband. It is too difficult to optimize it by themselves. Even if it is cheaper, it is not as trouble-free as the Kunpeng 508 with an integrated baseband. What's more, the performance of the Snapdragon 600 is not superior."

"On the contrary, the Snapdragon 400 integrates a 4G baseband. Although its performance is not as good as the Kunpeng 505, it is 30% cheaper, which may cause some customers to give up their orders."

Zhu Changlin also thinks so: "Yes, it is a low-end mobile phone. If the performance is a little weaker or stronger, it will not have much impact, but it is 30 yuan cheaper, so it has a huge advantage. The most important thing about low-end mobile phones is the cost!"

Wang Yi nodded: "With the price advantage, it is indeed possible to reduce the order of 505 and increase the order of Snapdragon 400. Is our 505 motherboard group under development?"

"Yes, Chairman, it is under development and is expected to be ready in another half a month."

"Very good. In this way, inform all major customers that the motherboard chipset of Kunpeng 505 is being developed urgently and will be on the market soon, and will be provided to major customers for free!"

朱长林眼睛一亮：“好主意！没有主板组，骁龙400便宜30元，很多客户都会放弃鲲鹏505 SOC。但咱们送主板组设计，那就没问题了。主板组设计+芯片调教+32位系统性能领先+64位架构还能提升40%-60%，完全超越30元的差价了！”

"That's right. In this way, Qualcomm will not be able to snatch our Kunpeng 505 orders." Wang Yi said with a smile: "But it can snatch a lot of MediaTek's orders!"

朱长林点点头：“很有可能，150元的骁龙400，120-130元的骁龙200 +基带，和联发科中低端芯片都一个价了。那谁还买联发科？直接骁龙400和骁龙200好了。”

MediaTek’s low-end chips cost more than a hundred yuan.

"Could it be that we are going to fight with Qualcomm in the chip market and defeat MediaTek?" Wang Yi murmured.

Zhu Changlin was silent: "..."

All I can say is that this is very likely.

When the eldest and the second oldest fight, the third oldest is usually the one who dies...

Now that Xingyi Technology and Qualcomm have started a war, the price of Qualcomm chips has dropped to the level of MediaTek, which means MediaTek will be ruined.

As for Nvidia, it is even worse.

"Nvidia's mobile chips will be finished next year. As for MediaTek, I hope it can last two more years. As for Qualcomm, it can still last a few more years."

Wang Yi had a plan in mind.

We have to find a way to kill Qualcomm as soon as possible!
At this time, George rushed in in a hurry, forgetting even to knock on the door: "Chairman, something big has happened."

"Don't be anxious, speak slowly." Wang Yi said calmly.

"It's TSMC. I received news that Qualcomm has sent people to TSMC to communicate with TSMC and wants TSMC to stop manufacturing our Kunpeng chips!"

"What!" Zhu Changlin was startled, as if he was facing a great enemy:

"The Kunpeng 1 SOC of the Unbounded 500 generation and the Kunpeng 50 of the Unbounded TV A506 are both manufactured by TSMC, with a combined monthly production of 2000 million units."

"Once TSMC stops manufacturing, it will be a big trouble! The hot-selling 50st generation of the Ultrawide and Ultrawide TV A will have to be discontinued!"

George also spoke up, "Yes, more importantly, our own wafer fab's 40-nanometer production capacity is totally insufficient. At present, we have to produce 3000 million 40-nanometer chips per month. We not only have to produce Kunpeng 700 and Kunpeng 702, but also 1.5 million 40-nanometer 3G chips ordered by third-party customers. The production capacity is fully utilized, and there is no extra capacity to produce Kunpeng 500 and Kunpeng 506!"

"We're in big trouble!"

(End of this chapter)