Reborn in 2011, 985 missing from two copies
Chapter 437 Semiconductor strategy, expansion, and death!
"Nvidia chips and Pterosaur basebands are sold in bundles? Fighting Qualcomm together?"
Wang Yi instantly understood Lao Huang’s thoughts.
There are only a few companies in the mobile chip field at present, and their situations are not the same.
The previous chip giant, Texas Instruments, is now half dead.
Qualcomm, the new absolute king, is at the peak of its popularity and is unstoppable.
MediaTek's efforts are focused on the low-end market, but currently it is still exclusive to copycat phones and is not worth mentioning.
As for Apple, if it is just for personal use, it is also harmless.
The rest are just some scattered soldiers, and Nvidia doesn't even take them seriously.
The only ones who can have an impact on Qualcomm are Nvidia and the emerging Star Semiconductor.
But it is obvious that no matter whether it is Nvidia or Star Semiconductor, even if added together and multiplied by three, they are still no match for Qualcomm.
In this situation, if they fight alone, neither Xingyi Semiconductor nor NVIDIA will have any chance of winning.
After all, even a super giant like Texas Instruments was killed by Qualcomm, let alone Nvidia and Star Semiconductor?
On the contrary, only if both sides cooperate can there be some chance of winning.
This is what Lao Huang is planning.
Wang Yi would not refuse this.
In the field of chips, Qualcomm must not be allowed to continue to monopolize and grow.
It is for this reason that Wang Yin would rather support Nvidia than aid Qualcomm.
After all, Nvidia is not a concern, but Qualcomm makes Wang Yi very wary.
Now Nvidia chips and Xingyi Semiconductor's Pterosaur baseband are sold in a bundle, which is a strong combination and a good thing.
The enemy of the enemy is the friend.
As long as it can achieve Qualcomm’s strategy, it is a good strategy for Wang Yi!
As for Nvidia?
Wang Yi didn't care that they were not a rival to Xingyi Semiconductor at all.
After all, it is still a question of how long Nvidia's mobile chip business can survive.
To put it bluntly, if Wang Yi didn't do anything, Nvidia would probably be ruined in a year or two.
Qualcomm is the biggest enemy!
Thinking of this, Wang Yi said decisively: "This is a good suggestion, I think it's okay!"
Old Huang was overjoyed. He made the right bet. "Boss Wang, I'll go talk to the customer right away. The estimated delivery time is November. Is that feasible for you?"
"November? No problem at all! I will contact TSMC right now to manufacture the Wing Loong 11 baseband!" Wang Yi agreed decisively.
Xingyi wafer factory has limited production capacity and can only give priority to the production of Kunpeng 702. Kunpeng 700 may have to be manufactured by TSMC.
As for the baseband, it needs to be outsourced.
Produce 5 million pieces per month and sell them slowly.
Huawei needs it, and other domestic companies need it.
To put it bluntly, if you want to do mobile 3G and full network access, you cannot do without Xingyi Technology's Wing Loong 3000 baseband.
Add Nvidia's customers to the mix, and the sales will be even more impressive.
Not only can you make money, but you can also seize Qualcomm's market. Why not do it?
"That's great." Old Huang was in a good mood: "Director Wang, how do we calculate the price of the bundled sales?"
王逸想了想:“当下,高通APQ 8064对外售价20美金,3G基带15美金,一套35美金。4G版本37美金。”
"If we want to compete with Qualcomm, we can only rely on cost-effectiveness."
"Qualcomm's 3G baseband does not support telecommunications or mobile 3G, and it sells for $15."
"The Yilong 3000 baseband is also 3G, but it supports China Mobile 3G and China Telecom 3G. It is considered to be a full network 3G, and it also supports overseas 3G."
“So I plan to sell it at $13, which is $3 cheaper than Qualcomm’s 2G baseband!”
13 US dollars, about 85 RMB.
The diluted cost of the Wing Loong 3000 baseband chip is around 17 yuan, and even if it is outsourced to TSMC, it is only 20 yuan.
The cost is 20 yuan, and the selling price is 85, which is totally fine.
There is still room for price reduction.
"This is reasonably priced, more powerful than Qualcomm 3G, fully compatible, and $2 cheaper. It's very promising!" Huang agrees:
"Qualcomm APQ 8064 is priced at $20. Our Tegra 3 chip has a slightly inferior manufacturing process and performance, so we might as well sell it for $13!"
“这样捆绑销售,英伟达Tegra 3 +星逸科技翼龙3000基带,只要26美金,远低于高通APQ 8064 +3G基带的35美金。”
"The difference is only $9. Qualcomm's solution is 36% more expensive than ours. I believe many users will be tempted and choose us."
Wang Yi spoke again: "9 dollars is not enough. If we buy it as a bundle, we can each give a discount of 0.5 dollars. It will be 25 dollars per set, which is 10 dollars cheaper than Qualcomm. Qualcomm's solution is 40% more expensive than ours!"
"Yes, if the cost of a mobile phone differs by 10 US dollars, the cost of 1 million mobile phones will differ by million US dollars. Those mobile phone manufacturers will consider this gap!" Lao Huang agreed.
We all know that Qualcomm's APQ 8064 is better, but the price difference is as much as $10, so it is not as good as Nvidia + Wing Loong 3000.
Especially in Xiaguo, you can enjoy China Telecom 3G and China Mobile 3G full network access at a lower cost!
This is a full network access problem that even Qualcomm's APQ 8064 solution cannot solve.
In Xia Country, mobile users are the largest, and there are also many telecom users.
Any brand has to consider these two major user groups. This is the confidence of Wing Loong 3000 to defeat Qualcomm baseband.
This is also the basis for Lao Huang to seek cooperation with Wang Yi.
More importantly, most domestic mobile phones are currently priced at only 1500-1800 yuan, and the total cost is only around 1000 yuan. The cost difference is 10 US dollars, or 65 yuan, which is very high.
For the same quad-core, between a full network solution for $25 and a non-full network solution for $35, most manufacturers will choose the former.
Not only can you save 40% of the cost, but you can also make it fully network-accessible and gain more customers!
All major manufacturers will consider the trade-offs here.
"I hope both the Pterosaur 3000 baseband and NVIDIA Tegra 3 will sell well!" Wang Yi said with a smile.
"Don't worry, Mr. Wang, I will!" said Old Huang.
Although Qualcomm APQ 8064 is good, it was launched half a year late, and most users were captured by Nvidia in advance.
Moreover, APQ 8064 is too expensive and many manufacturers cannot afford it.
To put it bluntly, cost-effectiveness determines everything.
"By the way, Mr. Wang, are we going to stop purchasing Nvidia Tegra 3 next?"
Old Huang asked about his biggest concern.
The self-developed Kunpeng 702 has been completed, and its performance is not inferior to Tegra 3. It is natural that it will completely replace Tegra 3.
Wang Yi smiled slightly and said, "Don't worry, Mr. Huang, we will continue to purchase some Tegra 3."
"Really?" Old Huang was delighted. "If so, I'll give you a lower price, only 10 dollars, no, dollars!"
The cost of Nvidia Tegra 3 is about US$5, and it was sold to Wang Yi for US$8, which is a super low price.
There is no other way. If it is too expensive, Wang Yi will give up.
It is better to sell more at a lower profit margin and earn more.
"Eight US dollars!"
Cabbage price!
Wang Yi was very surprised.
The cost of Kunpeng 702 is nearly 5 US dollars, and Huang sells it for US dollars, which is indeed the lowest price.
You can continue to purchase some for use with Xingyi TV.
After all, Nvidia Tegra 3 is much cheaper than Qualcomm's APQ 8064.
Currently, the production capacity of Xingyi wafer factory is limited, and it can only produce 1440 million Kunpeng 702 chips a month, which is not enough.
Originally, Wang Yi planned to use Kunpeng 702 to replace Nvidia's Tegra 1 in xphone 3pro.
可现在看来,xphone 1pro继续用Tegra 3就是,直接把xphone 2的高通APQ 8064换成鲲鹏702!
There is no other reason. It is difficult for Nvidia to become a big company, so there is no need to worry. The price is cheap, just $8.
As the production capacity of Kunpeng 702 is insufficient, xphone 1pro can continue to purchase Nvidia Tegra 3, and the original external Qualcomm baseband can be replaced with its own Wing Loong 3000.
Qualcomm is the biggest enemy and sells at a higher price.
The APQ 8064 processor costs $12, and an external baseband costs $11, so the whole set costs $23, or 150 RMB.
If you change to Kunpeng 702, which has an integrated baseband and is self-developed and produced, it only costs 30 yuan, saving 120 yuan at once!
The cost is greatly reduced!
More importantly, once the xphone 2 is replaced with Kunpeng 702, the performance will not be reduced, and full network access can be achieved. Moreover, a lot of space can be created without the need for an external baseband, and the weight, power consumption, and heat dissipation of the phone will all be improved.
Coupled with the self-developed 64-bit processor, it can be tuned better and has more powerful performance.
When our self-developed 64-bit system + 64-bit applications are launched next year, we will be able to take advantage of the 64% performance bonus of the 30-bit processor, and the performance will soar again!
All of these are things that APQ 8064 cannot do.
In the next two months, 3000 million Kunpeng 702s will be produced.
It will be used first in Xphone 2, completely replacing Qualcomm's APQ 8064 and Qualcomm baseband.
This resulted in the complete cancellation of Qualcomm's quad-core orders, dealing a heavy blow to Qualcomm.
The extra Kunpeng 702 will be used to replace the NVIDIA Tegra 1 in the Xingyi Tablet X3pro.
There is no other reason. The iPad 4th generation with A6X is coming in with great momentum and has powerful performance, which beats Nvidia Tegra 3. Wang Yi can only replace it with Kunpeng 702 to turn the game around.
Otherwise, it will be hard to rival the fourth generation iPad.
Once we take over SMIC's wafer fab, the production capacity of Kunpeng 702 will be doubled, and then the NVIDIA Tegra 1 in the xphone 3 pro will be replaced with Kunpeng 702.
First, we will attack our biggest rival, Qualcomm.
As for NVIDIA, there is competition in cooperation and cooperation in competition.
After ending the call with Lao Huang, Wang Yi immediately called Director Qin: "Director Qin, is it convenient for you to talk?"
Director Qin looked at Mr. Zhao across from him and said, "It's convenient, Director Wang, you can go ahead and say whatever you want."
Wang Yi sighed: "Director Qin, there are bad people among the people!"
"What do you mean?"
"I just received news that Qualcomm already knows about Kunpeng 702!"
"???"
"!!!"
Director Qin and Mr. Zhao looked at each other and their expressions changed drastically.
"What's going on? It's only been this morning and the news has leaked? Director Wang, do you have any suspects? Could it be the expert team we brought with us?"
Wang Yi nodded: "According to reliable information, Qualcomm bribed a professor to spy for Qualcomm and steal our semiconductor secrets."
"I see. Don't worry, Mr. Wang. I will investigate right away and will definitely give you an explanation."
Wang Yi said calmly: "Check which professor often goes to the United States, or even is supported by the United States, has unknown assets overseas, and has children in the United States, then you will know who it is."
"Okay! Once we find out, we will not tolerate it."
Wang Yi waved his hand and said meaningfully: "It's okay. We can use him to pass on false information to Qualcomm."
"Haha, it seems you have a plan. Okay, Mr. Wang, let's do it." Director Qin laughed.
Wang Yi's eyes turned cold. It turned out that there were spies every year.
This is a good opportunity to pass false information to Qualcomm.
For example, this time, Wang Yi only said that "the performance of Kunpeng 702 can catch up with NVIDIA Tegra 3", so Qualcomm and NVIDIA believed it and thought that Wang Yi would use Kunpeng 702 to replace NVIDIA's Tegra 3.
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