Fight to the third generation

It is similar to the reason why Yanwen Group builds a platform.

Other companies will not allow Qualcomm to support their own sons while blocking their lifeline, so there must be a trade-off, hard work selling mobile phones, it is not easy to collect patent fees, not to mention that Qualcomm's mobile phone production business is not profitable at all. .

According to Su Yehao's preliminary information, this company has invested hundreds of millions of dollars in the mobile phone production business. Even though the product sales are mediocre, it does not prevent many companies from being interested. Therefore, the asking price for this sale is a bit high.

Once it is bought, it will cover almost the entire consumer terminal business, including mobile phone inventory, manufacturing equipment, and components and system software provided by Qualcomm.

This means that there is an opportunity to become a high-end player with a complete set of solutions from a low-end workshop of OEM assembly.

Although many core components still need to be purchased from Qualcomm, maintaining a cooperative relationship with an American company such as Qualcomm in the short term seems to be able to take advantage of other areas.

For example, winning some low-end chip design patent authorizations, and wafer foundry business orders, or other intangible positive effects...

In the study of the mansion in the Atherton community.

After Yin Liuli took a bath, she found that Su Yehao was still busy. She approached in her nightgown and asked in a low voice, "What are you busy with? Is there anything I can do for you?"

Su Yehao smiled and stretched out his hand, asking her to come and sit together.

The beauty fell into her arms, only smelling a faint smell of milk, and said to Yin Liuli:

"To tell you the truth, even I am confused when it comes to these technical issues. I'm afraid you can't help me. I originally wanted my father's Meidi Group to invest in the acquisition of Qualcomm's mobile phone production business. Now after thinking about it, I found that I am afraid that such business will not be sold to mainland companies, it is best to find a way to bypass the supervision and negotiate in the name of Hong Kong City enterprises.”

Yin Liuli then asked: "Is the business you want to acquire... very expensive?"

"It's okay. Qualcomm's mobile phone is a sample. It was jointly developed with a company called Palm. The original intention was to promote its network business to the outside world. The mobile phone production business has suffered long-term losses. It needs to prepare about [-] to [-] million US dollars."

After Su Yehao finished speaking lazily, he refreshed the Yinhai Weibo page again.

The post that was just released has received more than 200 likes and more than 400 comments.

Sure enough, many people thought they were smarter than Su Yehao.

He said that he lives on the edge of the Bund in Shanghai and works part-time in an old house.

Someone left a message, "The prince doesn't know the sufferings of the people", and someone else wrote, "If you lose money, will you pay it?" There are a lot of yin and yang opinions.

If you want to hang out on the Internet, you must have a big heart.

Su Yehao laughed and cursed a few words, closed the webpage directly, and said with emotion:

"Good words are hard to persuade, damn it. Some people deserve to be unable to make a fortune. The road to success is clear. Believe it or not, it's none of my business. Anyway, I don't pay me for the demolition if I get rich."

……

Chapter 564 I really don't need to save money for me

San Jose Airport.

Because Linda Yun asked for leave temporarily, Su Yehao almost forgot to pick up the plane. Fortunately, she sent a message in advance, so that the business was not delayed.

Rushing to the exit in a hurry, the members of the inspection team headed by Zhang Rujing happened to finish picking up their luggage at the airport.

A group of more than ten people.

There are not only the product director of Midea Group, but also the former TSMC executive who has just been recruited.

Marjorie, the former Marketing Director of Huashuo Computer, who made excuses at Hong Kong City Airport and passed Su Yehao's plane, appeared in the crowd tonight.

She has officially resigned from Hua Shuo and joined Su Yehao's assistant office as a consultant.

Su Yehao greeted them one by one with a handshake, with a bright smile on his lips. Many follow-up plans are still counting on these people, so it is necessary to establish a good relationship in advance.

At this moment.

Mr. Zhang Rujing shook hands with Su Yehao and joked:

"Finally, I was lucky enough to meet Young Master Su. It's not easy to meet you. After chatting with them on the road, I realized that you are really busy. Computers, mobile phones, and home appliances are all available in one pot, and there are all kinds of businesses. No wonder it took just two years. soaring."

Su Yehao replied:

"It is because of these manufacturing industries that we need to develop into the semiconductor industry. If all components are bought from outside, the money will be earned by others, and there is no way to improve market competitiveness. Finally, I asked you, the Buddha, to help. Let me be confident all of a sudden, the business of producing chips by OEM is up to you."

"Don't dare to be a big Buddha, but after talking with Canon and Nikon, the problem of purchasing equipment has become a little bit. This time I came to the United States to talk to several fabs I have cooperated with before, and see if they can If we can’t cooperate, we need to recruit more talents.”

Zhang Rujing has been working for others.

Although being instigated by mainland officials in the past two years, I had the idea of ​​jumping out and starting a new company on my own, but it was not really implemented after all.

Now that he came to work under Su Yehao again, with an annual salary of millions of dollars, he had to change jobs for two months, and he would definitely make some achievements.

So when we first met, I boasted a few words first, and took the opportunity to prove that I have not been idle recently.

When Su Yehao heard this, he immediately asked, "Canon and Nikon photolithography machines? How much nanometer equipment are they willing to sell us?"

"...I haven't talked about that step yet. New models appear every year. I have encountered the terrible thing of launching new products as soon as an order is placed. I have encountered it more than once or twice. The wavelength of the lithography machine is stuck at 193nm. Everyone They are all vying to develop new models, as long as Boss Su is willing to spend money, there will always be companies willing to sell, so don’t be too impatient.”

After Zhang Rujing finished speaking, he continued to add:

"The current lithography machine is almost like a money printing machine. After receiving the order and starting production, the profit is quite high. Buying the machine is not the point. If you want to start the business, the key is how to get the order. We can't develop a computer. The home appliance industry does not need high-end lithography machines, so if we can negotiate a cooperation with Qualcomm this time, I will try to get a discount from Nikon or Canon, and I am familiar with their executives.”

"..."

Su Yehao always felt that something was weird.

Without a ready-made factory, it is difficult to receive OEM orders. However, without OEM orders, Zhang Rujing seems to be in no hurry to make a move.

It seemed a relatively safe approach, but it ran counter to Su Yehao's idea, and in his opinion, it was a bit of a waste of time.

After greeting everyone to get on the bus, head to the Hilton Garden Inn in Menlo Park, Silicon Valley.

en route.

Su Yehao sat in the back row with Zhang Rujing, and he continued to tell:

"Mr. Zhang, if you don't arrange the factory first, others may not trust us to place the order? According to me, hurry up and buy the machine first. Anyway, even if a new lithography machine is launched, just place an order at that time. Older machines still come in handy.”

Zhang Rujing didn't know what he was thinking, so he shook his head and said:

"The investment scale of a wafer foundry is too large, starting with hundreds of millions of dollars. If the plant equipment is in place, but fails to start construction in time, every day the loss will be money. In that case, my sin will be great, so I should be more conservative. Better."

Su Yehao continued:

"Don't worry about the order. Even if we can't negotiate with Qualcomm, I'm sure I can find other orders. Let's not talk about anything else. There are not many fabs in the mainland, only Huajing and Huahong. There must be a market. Even if you are losing money, start the machine first and accumulate some experience in the foundry field, otherwise you will only be widened by TSMC."

After listening.

Zhang Rujing sighed softly, and persuaded: "I have been to both Huajing and Huahong. The former suffers from serious losses, while the latter also uses Japanese technology to produce DRAM memory chips, and the market performance is not optimistic."

Just seeing the report sent by Vice President Lin Youfeng, Su Yehao said:

"I understand that the two big factories in South Korea are expanding against the trend and squeezing the living space of other colleagues. If others can go against the trend, so can I. In fact, I am planning to watch them fight with each other until they raise enough money. If you don’t have enough money, just buy some off-the-shelf technology.”

The voice just fell.

Su Yehao felt that it was necessary to explain clearly to Zhang Rujing, and then added:

"I feel that personal computers will not necessarily be the mainstream in the future, and other types of mobile terminals will have more market."

"Last year, several companies jointly built the Symbian operating system. Sooner or later, the 3G network will be popularized. At that time, everyone may have a mobile phone and watch videos online anytime and anywhere. This has led to my estimated market share far exceeding that of other companies. Institutional calculations."

"Based on this idea, it is necessary to lay out the CPU, DRAM memory chips, and LCD screens in advance... Just like the path that South Korea's Samsung Electronics is taking, even if it costs tens of billions of dollars, I will not hesitate."

"Actually, I am still very optimistic about the new generation of lithography machine technology conceived by Mr. Lin Baojian. I have had people collect data and study it before, and I have sent people to contact him several times. Unfortunately, I have no experience in producing lithography machines for the time being. Unless Acquire an existing company, otherwise it will be difficult to attract him to join..."

"..."

Zhang Rujing finished listening.

Not only did he not feel that Su Yehao's ambitions were too lofty, but he thought his ideas were a bit idealistic.

Nokia and several companies are indeed jointly developing the Symbian operating system. However, until now, the technology companies that launched the handheld computer have been more unlucky than the other, and all have lost their money.

With the development of science and technology, the possibility of the rise of mobile terminals is very high, but Zhang Rujing hesitated for a moment, and said honestly:

"I very much doubt that you will go bankrupt before you make it to that day. I know that guy, Baojian Lin. I have approached Nikon and Canon, but no one is willing to contribute."

"That's because he didn't find me. I'm happy to take a gamble."

Su Yehao looked at Zhang Rujing and said with a smile:

"You really don't need to save me money. My ability to make money is better than you can imagine. I have raised several cash cows in advance. Even if I lose money for ten years in a row and lose a billion dollars every year, the problem is not too big."

Zhang Rujing always felt that he was bragging, and told with an awkward smile: "It's like playing cards, before you start playing, you always think better?"

With an affirmative tone, Su Yehao answered him:

"It's okay. I know my thoughts very well. I'm not afraid of you letting go to do it now, but I'm afraid that if you don't pay attention, you will miss the development opportunity. Apart from Canon, Nikon and ASML, which lithography machine company do you think has good technology? , and easy to be controlled by me?"

After thinking for a moment, Zhang Rujing scratched his head and told:

"To be honest, I think ASML's technology is very good, and it is easy to be controlled. It only accounts for less than 10% of the lithography machine market share. Nikon and Canon's machines are relatively stable. Generally, they will buy it if they can't buy it. ..."

……

Chapter 565 Qualcomm pdQ

En route to the Hilton Garden Inn.

Su Yehao talked with Mr. Zhang all the way, and after sending them to open the guest room and settle in, they continued to chat about the follow-up development plan in the small bar of the hotel.

The reason why Zhang Rujing suggested to get the order first, and then formally invest heavily, was not because he didn't know enough about the industry, but because he knew too much, so he was a little worried.

The current chip foundry market is not yet saturated, but counting several wafer foundries under construction, the future production capacity appears to be relatively ample.

For example, in the recent competition between Japan, South Korea, and the United States for DRAM memory chips, the situation of oversupply and declining profits has continued from 1996 to the present, and there is still no end to it.

Often the more products sold, the more serious the losses.

The situation is a bit similar to the war of attrition among Internet companies. Everyone is vying for market share, and they are all trying to outsmart whoever has more pockets.

During the Asian financial crisis of the year before last and last year, Korean DRAM memory chip companies were bought a large number of shares by US capital. For example, Samsung Electronics, more than half of the shares are in the hands of foreign companies.

With the support of American capital, it has now overwhelmed its Japanese counterparts and forced several major Japanese manufacturers to join hands to form the "Erbida" company that Su Yehao had seen in the materials.

Huajing in the mainland adopts Japanese technology, and the wafer factory lags behind as soon as it is put into production.

Hua Hong in Shanghai Stock Exchange also put into production 64M DRAM memory chips in February this year, but the status quo is that it is selling at a loss, and it is nowhere in sight to turn around.

By the way.

Under the recommendation of Academician Ni Danan, the DRAM chips produced by Hua Hong were used in the Yellow Diamond computer that was to be assembled, and the Japanese technology was also used.

Up to now, the lithography light source has been stuck at 193 nanometers and cannot progress for as long as 20 years.

Numerous scientists and industries have been researching and discussing solutions beyond 193nm, but none of them have been successful.

As a result, as long as many companies are willing to spend money, the starting point is actually the same. They are fighting for the yield and scale, and earn some hard money from it. The number of foundries continues to increase, and the competition is severe.

Therefore, Zhang Rujing tends to choose not to scatter the eagle if he does not see the rabbit, and plans to wait until the order has a clue.

You must know that in the 80s, TSMC first received a small number of foundry orders from Intel, and then slowly accumulated and soared.

In this July of 1999.

The competitive pressure in the foundry industry is far greater than when TSMC first started in the 80s, which means that we must be more cautious.

In this regard, I can only say that Zhang Rujing has been dealing with other investors for a long time, and he knows nothing about Su Yehao's wealth.

Before the business even started, Su Yehao had already made preparations to invest 100 billion US dollars in ten years, and he would be bankrupt after losing money... This alone is far from being comparable to others.

With the market size of the next 20 years, if the technology and scale are improved, I am afraid that it will not be easy to lose money. It is just a matter of earning more and earning less.

The cake is too big, even if it only occupies a part, it is enough for him to recover his current investment with interest.

……

Clearly stated his optimism for the future market, and conveyed to Zhang Rujing the development concept of "do not save money, just do it."

Hearing that the other party promised to contact Canon, Nikon, and ASML, and try to see who is willing to provide technology, and set up a joint venture lithography machine research laboratory, Su Yehao was satisfied.

The so-called joint venture refers to the technical support provided by a third party. Su Yehao spent R&D funds to build a lithography machine R&D center around the idea proposed by the Vietnamese scientist Lin Baojian.

Although it is inevitable to spend money, but after chatting with Zhang Rujing and others, I feel a little bit better.

Among other things, the current lithography machines are easy to buy, and once a wafer foundry is built in the Mainland, the gap will not be widened too much in the short term.

Considering that the cold winter of the Internet is coming, seize this opportunity and put your chips on the development of OEM and lithography machine research and development. At least the hope of overtaking in a corner can be seen, and it is not particularly slim...

……

The next morning.

Su Yehao was afraid that Yin Liuli would be bored, so he took her with the team to investigate Qualcomm.