Reborn in 2011, 985 missing from two copies

Chapter 699: Technology Competition, Destiny Decision

Lenovo's senior management is divided into two factions, one of which supports purchasing Xingyi graphics cards and CPUs.

One group strongly opposed it and said they would continue to use the combination of Nvidia and Intel.

Both sides argued endlessly, each had its own reasons and risks.

Director Yang couldn't help but feel overwhelmed, but he didn't know what to do.

As everyone was chattering, a vice president who had been silent all this time snorted coldly:
"The Xingyi CPU and graphics card cannot be used. It's not just the performance, the most critical thing is the process!"

"Next year, Intel will release the fifth-generation CPU using the 14nm process, and the year after, Nvidia will also release the 16-series graphics cards using the 10nm process."

"Xingyi Semiconductor currently only has a 28-nanometer process. Can it compete with Intel's 28-nanometer CPU with a 14-nanometer process next year?"

"Next year, Xingyi Semiconductor will use 28-nanometer graphics cards to compete with Nvidia's 16-nanometer graphics cards. Do you think it will be possible?"

"That's definitely not going to work!"

"But by then, other brands will still use Nvidia and Intel's 16nm graphics cards and 14nm CPUs, and only Lenovo will foolishly use Xingyi Technology's 28nm graphics cards and CPUs. Isn't that the end of us?"

"This……"

Everyone was silent.

Even the senior executives who previously supported the use of Xingyi CPU and graphics cards have remained silent.

Yes, the performance of graphics cards and CPUs depends largely on the manufacturing process!

Especially between the 28nm and 14/16nm processes, there is a generation gap, and the gap between generations is too big!
As for the next year, Xingyi Semiconductor will break through the 14nm process and produce 14nm CPU and graphics cards...

Whether it is Director Yang or other senior executives, they all think this is too absurd and unrealistic!

It's just like India can suddenly beat the F-22 with a loss ratio of zero to six. It's not realistic at all.

Director Yang nodded: "That's right, the manufacturing process is very important, we can't be impulsive."

"This technology competition involves Xingyi Technology, Nvidia, and Intel, and it can directly determine the fate of Lenovo!"

"Forget about Lenovo using Xingyi CPU and graphics cards, the essence is to continue using Nvidia and Intel!"

"Of course, we have to put pressure on Nvidia to ship the product to us as soon as possible. Our new GTX 970 must also be launched as soon as possible and cannot be delayed until next year!"

"Yes!"

But unfortunately, facing Lenovo's pressure to urge the order, Nvidia just perfunctorily said "OK, OK, OK, OK"...

In terms of supply, priority will still be given to GPU chip orders from non-public graphics card manufacturers such as ASUS, MSI, and GIGABYTE, as well as OEM graphics card orders from first-tier customers such as Dell and HP.

As for Lenovo's OEM graphics card orders, they will have to be postponed for a while.

In the following week, the daily sales of GTX 970 non-official version graphics cards were still terrible due to shortage of stock.

Users completely lost their patience to rush to buy and turned to buying RTX 970.

This makes the daily sales of RTX 970 very impressive, maintaining at to units, and even exceeding units on weekends!
Seeing this scene, Nvidia's senior executives were so envious that their teeth were broken.

Old Huang was like an ant on a hot pot, anxiously running around:
"Farke! Farke!"

"It's already mid-October, and the non-official version of the RTX 970 graphics card is not available yet?"

"Trash, it's all trash!"

Old Huang was completely anxious!

Market demand is limited.

There are only so many users who buy RTX 970 or GTX 970, and they overlap a lot.

Plus, there are only three months left this year, and the potential purchasing power in these three months may only be four million tickets.

The more RTX 970s are sold now, the fewer GTX 970s will be sold in the future!
If Xingyi Technology overdraws most of these 970 million potential users, even if the GTX is available in stock later, it will be too late and will not sell well.

Definitely.

Now we can only watch as RTX 970 sells 970 to units a day, occasionally exceeding , while our own GTX graphics cards are out of stock and sales are dismal!
Old Huang is really angry!

But the terrible thing is, there’s no point in rushing!

The strategic deployment error of prioritizing the promotion of GTX 980 resulted in insufficient production capacity of GTX 970 graphics cards in the early stage.

At present, it will take time to increase the supply of GTX 970 GPU chips and improve graphics card production capacity.

"Fuck, when do you expect the GTX 970 retail non-official version to be fully available?" Lao Huang called over the marketing director and couldn't help asking.

The marketing director groaned for a moment and said, "We will also give priority to supplying GPU chips for OEM manufacturers to graphics card manufacturers such as ASUS and Gigabyte. With the increase in production capacity, the current supply of GPU chips is sufficient. However, graphics card manufacturers still need to increase their production capacity, which also takes time. It is expected that full spot supply will be available by the end of the month!"

"The end of the month! Fuck! Fuck!" Old Huang was furious:

"We can only have GTX 970 in stock at the end of the month. Doesn't that mean RTX 970 can be sold freely throughout October? And it will be hot-selling?"

"Doesn't that mean that RTX 970 can sell 150 million units in October? Or even 200 million units?"

The marketing director shook his head. "Two million is impossible. Xingyi Technology doesn't have that many. The desktop graphics cards they stocked at the beginning of the month were only 200. Xingyi desktops and all-in-ones need some, so they can only sell 150 at most. Add to that what was produced this month, and the total sales this month is expected to be million. That's it."

"Fuck! Is 150 million not enough?" Old Huang was furious:

"Xingyi Technology's RTX 970 sold 150 million units in October. I'm afraid that half of the potential purchasing power for the entire fourth quarter has been consumed by them. Even if we can achieve spot supply in November and suppress Xingyi Technology, the potential purchasing power will be halved. How many GTX 970s can we sell? Can we have one million units?"

The marketing director shook his head and said, "It's difficult. After all, Xingyi Technology's RTX 970 will be able to sell hundreds of thousands of units in November. I expect that GTX 11 will sell 970 units and RTX 80 will sell 970 units in November."

Old Huang was silent: ""...

This speculation is in line with market expectations.

In these three months, the total demand for RTX 970 and GTX 970 is only about four million.

In October, RTX 970 will be launched for the first time and is expected to sell million copies.

GTX 970 is in short supply, with an estimated sales of 50 units.

The combined volume of 200 million tickets sold by both parties has already consumed half of the purchasing power for the entire fourth quarter.

By November, the market demand is likely to drop to 120 million units, and the two companies will have to share the market.

In December, there were even fewer, perhaps only 80.

As for next year, the average monthly sales will be 50 tickets, and it will be good if 600 million tickets can be sold throughout the year, which will be shared by the two companies.

"Fuck! Xingyi Technology has snatched away all the sales. Xingyi Technology deserves to die!"

Old Huang was furious. The more he thought about it, the angrier he got, but there was nothing he could do.

It takes time to increase production capacity, and there is nothing he can do about it.

Old Huang sighed a lot before forcing himself to accept this cruel reality.

Then he changed the subject and smiled slyly:

"There is no other way. No matter how the graphics card sales are, we have to sell our GPU chips as soon as possible and speed up the production and delivery of all orders. As long as we sell all the GPU chips to major manufacturers and make money, that's all. By then, how many graphics cards Asus and MSI can sell and how long it takes to sell them will have little to do with us."

The marketing director's eyes lit up, and the situation became clear:

"That's right! Public version graphics cards don't have much sales. They're not selling well in the first place. We at NVIDIA mainly sell GPU chips! How non-public version graphics cards sell is a matter for graphics card manufacturers like Asus, MSI, Gigabyte, and GALAXY!"

"Yes, there are also graphics card orders from OEM manufacturers, which need to be produced and delivered as soon as possible. At the same time, we urge them to place orders as soon as possible to compete with RTX 970!"

"Okay, I'll contact them right away!"

Soon, Lenovo received contact from NVIDIA.

"Oh? NVIDIA finally remembered our OEM order?"

The corner of Director Yang's mouth twitched, and it would be a lie to say he wasn't angry.

This time, NVIDIA first promoted its own public version graphics cards, and then gave priority to non-public graphics card manufacturers such as ASUS, GIGABYTE, and MSI.

Then it was finally the turn of OEM graphics cards, and Dell and HP were still given priority.

Although Lenovo's sales volume is no less than Dell and HP, or even more.

But there is no way. In Nvidia's eyes, Dell and HP are more important.

This is how Americans think.

When rice companies are stronger than other companies, they will be given priority.

When rice companies are not as strong as other companies, foreign companies should be given priority!

Everyone at Lenovo was furious about this.

"Chairman, NVIDIA said that our Lenovo OEM graphics cards are rapidly being mass-produced, and they hope that we will continue to place additional orders for GTX 970."

"Continue to place additional orders?" Old Yang laughed: "I heard everything that Old Huang was thinking about clearly in the capital."

"In September and October, when production capacity was insufficient, they didn't think of us. Starting next month, when production capacity was sufficient, they thought of us instead?"

"How interesting!"

Lao Yang shook his head and said, "Tell NVIDIA to deliver our customized OEM graphics cards as soon as possible. As for the additional orders, there is no rush. We can talk about it next year!" "Okay, Chairman, that's it."

The vice president agreed: "Nvidia left us behind before, now we will leave Nvidia behind."

"That's right, and our first order of 20 OEM GTX 970 graphics cards is enough for now."

Old Yang sighed: "Times have changed."

"With the entry of Xingyi Technology, everything is different. We don't need to be aggressive. We can just buy as we sell!"

"Yes, before there was the Xingyi desktop computer, Lenovo's desktop computers sold very well. 20 GTX 970s were not enough to sell our IdeaCentre Y900 alone."

"But now we have the Xingyi desktop computer equipped with RTX 970, which was launched in early October and is a global best-seller. Our IdeaCentre Y900 will not be launched until December, and by then sales will be greatly reduced. I'm afraid it will take a long time to sell 20 GTX 970s."

"Ah, times have really changed. There's still GTX 970M, so there's no need to place an additional order. The first batch of 10 is enough. Once 970% to % of the new laptops equipped with GTX M are sold, there's still time to place an order."

……

Similar scenes occurred at the headquarters of major computer manufacturers.

Nvidia's marketing department contacted major computer manufacturers and stated frankly that starting from November, production capacity pressure would be greatly alleviated, and hoped that major customers would place large orders for OEM graphics cards.

However, major PC manufacturers are only urging NVIDIA to deliver the first batch of OEM graphics cards as soon as possible, but have no intention of placing an order for a second batch.

Nvidia is very helpless about this.

There is no way. During this period, the impact of RTX 970 has caused serious unsalability not only for GTX 970 public version graphics cards, but also for gaming laptops and desktops of major brands!
With the launch and hot sales of Xingyi desktop computers, all-in-one computers, all-in-one notebooks, and gaming notebooks, all products of major brands have become unsalable, or even sales have been halved.

More importantly, this kind of severance does not only affect the present, but also the future.

The expected future sales of gaming laptops and high-performance desktops have dropped significantly. Who would still place orders for OEM graphics cards?

Isn't this a brain disease?
Therefore, Lenovo and other brands are urging NVIDIA to deliver the first batch of OEM graphics cards as soon as possible and launch new PCs equipped with GTX 970 graphics cards as soon as possible, but they have no intention of adding single graphics cards.

Instead, I plan to wait until the new products are almost sold out, and then place additional orders based on market conditions. There is no rush at all.

This made Nvidia very angry, and Huang cursed repeatedly:

"Fuck! Lenovo won't add any more orders, Acer won't add any more orders!"

"Fake!"

"What about Dell? They must have added orders, right? We at NVIDIA put Dell first and fully support Dell!"

The subordinate shook his head and said, "Chairman, Dell said they are not in a hurry and will wait until they have shipped a batch of products."

"Fuck! We give priority to supporting Dell and supplying Dell, but we didn't expect Dell to be such a loser!"

"Garbage Dell, you are an ungrateful bastard!"

"Give them so much priority support for nothing!"

Old Huang cursed but could do nothing.

Nvidia is not the only company that knows how to serve the right dish according to the dish.

Vice President Xia Er quickly spoke to comfort him: "Chairman, calm down. The sales of OEM manufacturers have plummeted due to the abuse of Xingyi Computer. They probably don't have the courage to place more orders!"

"Is that so... losers, real losers! They can't even beat a cross-border computer brand, they are such losers!" Old Huang cursed.

I don’t think that the late supply of their own graphics cards is the main reason for the plummeting sales of major PC manufacturers. Instead, I think that brands like Lenovo are rubbish!

In a word, the responsibility lies with others!

Seeing that no one placed orders for the OEM version of the graphics card, Huang turned his attention back to the retail non-official version.

The sales volume of this kind of high-end graphics card is dominated by the retail version!
Especially the non-official retail version, with three fans + heat pipes and overclocking, its market competitiveness is still terrifying.

"How are the sales of retail non-public version graphics cards?"

"Chairman, the supply of the non-official version of GTX 970 has increased a bit. Although it is still out of stock, the daily sales volume has reached about ."

"Only 30,000! Trash, all trash!" Old Huang was furious: "What about Xingyi Technology?"

"Xingyi Technology's RTX 970 daily sales have also dropped a bit, and currently only 5 units are sold."

"6, and there are still so many?!"

Old Huang frowned:

"Today is October 10th, and the daily sales of RTX 20 are still 970. Doesn't that mean that in less than 5 days, the sales of RTX 20 have exceeded one million, or even 970 million?"

"Is such that!"

"What about us?"

"Chairman, our GTX 970 graphics card sales are about 30 units, mainly due to shortage of stock..."

"waste!"

"waste!"

Huang was furious: "ASUS, MSI, Gigabyte, Galax, they are all garbage!"

"It's already the 20th, and we've given priority to OEM manufacturers in GPU chips, but their graphics cards haven't been fully functional yet? They're still out of stock? They're all garbage!"

Charles sighed:

"There is no way. GPU chips are sufficient, but it takes time to produce graphics cards and distribute them. But there is good news. MSI and Gigabyte are rapidly increasing their graphics card production capacity and are distributing them on a large scale. It is expected that they will be fully available on the 25th."

"But Yingchi will be slower, it will take 30."

"Where is ASUS?" asked Lao Huang.

"Asus has to wait until next month."

"Why? Don't we give Asus the most GPU chips? The earliest? Why are they the slowest?" Old Huang was puzzled.

ASUS has graphics card retail business, OEM graphics cards for ASUS computers, and also manufactures OEM graphics cards for third parties...it can be said that it has it all.

Therefore, Nvidia provides the most GPU chips to ASUS.

Xia Er was somewhat helpless: "In fact, ASUS produces a lot of graphics cards, but they only take a small part for retail. The rest are used to assemble ASUS's new generation of desktops and notebooks."

"Okay, Asus is greedy too."

Old Huang understood what Asus meant.

Currently, the production capacity of ASUS GTX 970 graphics cards is limited, and you won’t make more than a few hundred dollars by selling the graphics cards directly.

But if it is assembled into an ASUS computer equipped with a GTX 970 graphics card and sold as a whole machine, the profit will be higher.

Not only can you make money from graphics cards, you can also make money from screens, memory, hard drives, etc.

Especially now other competitors' new GTX 970 machines are not on the market yet, and the market is still blank.

Users who want to buy branded desktops and laptops equipped with GTX 970 cannot buy them, and can only buy products equipped with RTX 970.

This is also the biggest reason why Xingyi computers are currently selling well all over the world!
ASUS took the lead at this time and launched computers equipped with GTX 970 in advance, which will definitely make a lot of money!

However, this will reduce the supply of retail versions of ASUS graphics cards.

Sugarcane cannot be sweet at both ends.

In the following days, the supply of NVIDIA GTX 970 graphics cards was still insufficient and still out of stock.

Xingyi Technology's RTX 970 graphics card continues to sell well, with daily sales remaining at 5 units.

It was not until the 25th that GTX 970 graphics cards from MSI and Gigabyte were launched on a large scale and gradually became available.

The market reacted quickly, with some GTX 970s in stock, and RTX 970 sales were quickly affected.

On the 26th, daily sales dropped to 4.5 copies.

The daily sales on the 27th were only 3.9 copies!

As one thing grows, another shrinks. However, the sales volume of NVIDIA GTX 970 graphics cards has increased to more than units and is still growing!
It is obvious that compared to RTX 970, users are more optimistic about the GTX 970 retail non-official version!
To this end, Xingyi Technology held another high-level meeting.

Yu Longxing, director of the graphics card department, looked solemn:
"Chairman, colleagues, the situation is very clear now. In the past two days, as the retail non-official version of GTX 970 from MSI and Gigabyte has gradually become available, the sales volume of GTX 970 has continued to increase, reaching more than 970 units per day. However, the daily sales volume of our RTX is less than units."

"In a few days, the supply of non-official GTX 970 graphics cards from other brands will also increase, and they will gradually be available for sale. By then, our RTX 970 sales will be further reduced."

“Then the whole situation will be reversed.”

Zhu Changlin also nodded:
"The retail non-official version of GTX 970 has maintained a daily sales volume of to units thanks to its slightly leading performance and the brand advantages of major graphics card manufacturers."

"And our RTX 970 daily sales will drop to or even units."

"Will it fall to that point?"

One executive couldn't help but speak in disbelief.

"It's very possible, and the possibility is very high!" Yu Longxing nodded:
"Currently, many media and anchors have tested different versions of RTX 970 and GTX 970, and the results are basically fair. The test results are as follows."

(End of this chapter)