Rebirth 1999: Opening the Age of Black Technology

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Kim Nam-ki's plan is very simple and easy to understand.

Samsung will strengthen its cooperation with Apple and become the exclusive manufacturer of Apple's A-series chips.

Not only will the price of chips produced in the future be more favorable than now (about 20% off), but it will also provide some reference opinions for Apple's chip design.

Samsung Semiconductor has played a fairly active role in Apple's design of its chips.

At present, Apple iphone4 uses the applea4 processor, which is based on the arm processor architecture, and integrates a -a8 processor core based on Samsung's 45nm process and a px535 graphics processing core.

There is still some gap between Apple's ability to design processors and the world's first-class semiconductor companies.

Without Samsung's backing, Apple's processors would never be as handy as they are now.

If the cost of chips is reduced, Samsung will participate in the design and production of Apple's chips for free in the future, which is the biggest benefit to Apple.

But the conditions made Jobs a little embarrassed.

Jobs has spoken on various occasions more than once, and the most critical reason for the success of the iPhone is the technical support of Changtian Technology - super-fast and super-large memory, storage, super-large battery, and super-realistic camera.

These are the basis for Apple to be thin and light while ensuring high performance.

It is also a practical experience that cannot be brought by the chip.

So Jobs said cautiously, "Kim, we've worked together for many years, and I'll tell you the truth."

"We have signed orders for tens of millions of semiconductor products with Changtian Technology. It is expected that Changtian Technology's hardware products will be supplied to our entire life cycle of iphone4."

Jobs said: "Great products need great hardware support. Samsung's chips and Changtian Technology's semiconductors are equally important. I hope Mr. Jin can understand."

This is not to say how much Jobs looks down on Xia Guo or Changtian Technology, but because of pure interests.

The first batch of iphone4 users have all enjoyed the advanced hardware of Changtian Technology. If they cut off the agreement with Changtian Technology now and follow Samsung's semiconductor hardware again, it will be unfair to the subsequent users. Serious damage to Apple's image.

Apple's mobile phone has been around for several years, and it was not until this year that it really became a phenomenon-level product.

It is absolutely impossible for Jobs to dig his own grave, to dig a hole for himself.

Jin Nanji was very embarrassed this time, and his face changed.

Jin Nanji said: "Mr. Jobs, the development of Changtian Technology has threatened the entire semiconductor industry in the United States. I think the industry associations in the United States will take some measures sooner or later. When Apple goes to (abandon) Changtian Technology, it may suffer from losses will be greater.”

Jobs is a tech madman with a fever, but he is not a businessman who is sensitive to politics and capital.

It is also for this reason that he returned to Apple after leaving Apple back and forth.

Such words, spoken by Kim Nam-ki, made Jobs feel very uncomfortable.

Jobs said, "What do you mean by sir?"

Kim Nanji said: "If Mr. insists on going his own way, he must purchase Changtian Technology's semiconductor products, and Samsung may refuse to have further cooperation with Apple on chips."

Kim Nam Ki's words didn't say death, but it already had the meaning of a threat.

This made Jobs very upset.

Jobs smiled and said, "We will work with Samsung according to the contract."

At present, Apple and Samsung have signed a chip supply agreement covering the entire supply cycle, so Jobs is not afraid of Samsung's default.

And Jobs was very clear in his heart that Changtian Technology's semiconductor products could not be replaced, but Samsung's chips could be replaced.

If Samsung does not produce chips, there are also companies such as INFINAIR and Qualcomm.

It is even possible to let Apple design its own chips and let TSMC do the OEM.

This made Jin Nanji very upset, and the two sides talked for several hours, but Samsung still failed to persuade Apple to stop using Changtian Technology's semiconductor products.

This is the absolute advantage of technology.

If Changtian Technology's semiconductor products can be replaced, Samsung's dismissal is still quite attractive.

Kim Nam-ki left Apple headquarters with a very unpleasant mood.

Before leaving, Kim Nam-ki said, "Mr. Jobs, both the semiconductor industry in the United States and the semiconductor industry in South Korea are both prosperous and detrimental. We always believe that on the gaming table of semiconductors and mobile Internet, we must not leave anything to Xia Guo. opportunities to participate.”

"They are completely different people from us."

Jobs smiled and said, "Thanks for the reminder."

After Kim Nam-ki left, Jobs was lost in thought.

What Kim Nanji said is consistent with what the US media reported during this time—Changtian Technology is eating away at the Western semiconductor market.

In fact, as far as Jobs is concerned, he himself makes products, whether it is a mobile phone or a computer, or where the hardware comes from, it doesn't matter here, what matters is that he can make good products.

Jobs has always positioned himself as a designer. He is in full control of the product. To be the leader of the product, the design and production of all the hardware of the product must be in accordance with Jobs' intention.

Although the hardware of Changtian Technology is not like this, at least Jobs himself believes that the hardware design of Changtian Technology is also based on his ideas, or it coincides with his ideas.

From the current situation.

If the relevant departments of the United States and the capital behind them have some other ideas about Changtian Technology.

Then it may be more difficult for Apple to cooperate with Changtian Technology in the future.

This situation gave Jobs a headache.

People are like this, and the threshold is constantly increasing.

For example, if you have sugar to eat now, after a long time, you will feel that the sugar is not sweet, and you need to eat more sweet flavors to feel the sweetness.

Likewise, the tech industry remains the same.

When consumers use Changtian Technology's semiconductor hardware, the threshold of technology experience has also reached a high level.

You have to lower this height now and use some traditional traditional semiconductor hardware from Samsung. Consumers can't accept it, and Jobs himself can't accept it.

But Jobs is now only able to take one approach - wait and see.

Waiting for the final judgment of the US technology market and capital environment.

Of course, Jobs himself still hopes to continue to cooperate with Changtian Technology.

After all, it could make the iPhone the most perfect phone in the world, and it could make Apple more money.

After Kim Nam-ki left Apple, he did not return to South Korea immediately, but lingered on Wall Street.

Here is the capital behind Samsung - numerous consortia on Wall Street (Citibank, Morgan Stanley, etc.).

Samsung has achieved success in the semiconductor industry. It is true that Samsung Electronics and South Korea can make a lot of profits from it, but most of the profits are still taken by the American capital behind Wall Street.

This time, Jin Nanji hopes to make the capital of Wall Street feel the powerful crisis brought by the rise of Changtian Technology.

The dividend of semiconductors, the most lucrative project on Wall Street in decades, may be ended by Changtian Technology.

After all, a Xiaguo company completely uncontrolled by Wall Street is extremely scary.

Jin Nanji's eloquence is indeed very good, and he does have evidence that Changtian Technology is monopolizing the semiconductor industry.

After some lobbying, Wall Street's capital is indeed facing a formidable enemy.

The capital market has a very sensitive sense of smell.

From Kim Nam-ki to the United States, technology stocks on Wall Street, especially semiconductor stocks, plummeted across the board.

In stark contrast, Apple's stock, which dominates the technology stocks of thousands of horses, has not fallen.

This situation also seems to indicate the tangled attitude of the US technology community towards Changtian Technology.

On the one hand, companies like Apple and Motorola can cooperate with Changtian Technology and make a lot of profits from it.

On the other hand, the rise of Changtian Technology and its large-scale monopoly on the semiconductor industry will inevitably mean that the capital invested by Wall Street in the semiconductor industry will be lost.

After all, for Wall Street's capital, the world is never a win-win situation, it is always a zero-sum game.

If Changtian Technology earns one meter more, then Wall Street will definitely lose one meter.

Wall Street's capital is hunting and competing with each other.

But capital is profitable and consistent.

When they faced the problem of Changtian Technology together, they quickly maintained a unified pace.

Whether it is Morgan, Citi or Goldman Sachs, although they did not have a meeting to discuss the issue of Changtian Technology.

But they all realize that Changtian Technology is realizing a certain sense of monopoly in the semiconductor industry.

Almost at the same time, multiple Wall Street capitals came up with two solutions.

There are two ways to deal with Changtian Technology's problems.

The first way is to use capital and technology to try to prevent Changtian Technology from entering the US market or even the Western market, after forcing Changtian Technology back to the Xiaguo market, and then strangling Changtian Technology by all means.

This method is the method used by the United States to target the Toyo semiconductor market, which has caused a large number of Toyo semiconductor companies to die.

But this approach, for Wall Street, is likely to fail to address the underlying problem.

Because Xia Guo is not Dongyang, but a giant market with a population of more than one billion people.

The fundamental reason why many companies and projects invested by Wall Street capital are able to make money is that they have vast interests in Xiaguo and can make a lot of money from Xiaguo consumers.

Forcing Changtian Technology back to Xia Guo, the final result may be counterproductive. Changtian Technology will not only not die, but will also receive the full support of Xia Guo.

It is also uncomfortable for Wall Street capital to make money from the Xiaguo technology market.

The second method is the same as when Wall Street capital dealt with Samsung and other South Korean and Xia Guo enterprises such as Ali and Penguin.

Find a way to restructure Changtian Technology to acquire shares of Changtian Technology.

Let Chen Xiao or Xia Guo Capital have the right to operate and control the so-called group company of Changtian Technology, but not the controlling right.

Let Changtian Technology become a tool for Wall Street capital to make money.

The analysts of Wall Street's moguls are the elite of the human elite.

They have keenly discovered that the technical content of Changtian Technology's semiconductor hardware products has been thrown hundreds of streets away from traditional semiconductor industries such as Samsung.

So if you can get the shares of Changtian Technology.

Then the profit obtained will definitely be more than that of investing in companies such as Samsung.

United States, Wall Street.

Morgan Stanley.

As one of the largest consortia behind Samsung Electronics, Morgan Stanley immediately began to analyze the equity composition of Changtian Technology after getting the news of Jin Nanji.

I don't know if I don't analyze it, but I feel very surprised when I analyze it.

Unlike all tech original companies.

In the process of development, Changtian Technology has cleverly protected its own equity.

Changtian Technology did not seek angel rounds like traditional start-up companies, and then sought more financing from the company, and finally aimed to go public.

Although this group company was short of money for a period of time, it only sacrificed the equity of some subsidiaries and obtained the investment of idg, which relieved its anger.

At present, in general, the group companies of Changtian Technology have no listed shares without circulation.

The only circulating shares are two subsidiaries, one is called Yuedong Internet and the other is called Bird Shares.

It's just that neither of these two listed companies is the core subsidiary of the group company and has not mastered Changtian Technology and core technology.

Although Xiaxin International, which is controlled by Changtian Technology, is also listed in Hong Kong, Xiaxin International, as a semiconductor manufacturer, is not a designer and a technical party, and it is of little significance to capital.

This equity structure of Changtian Technology makes the capital very uncomfortable.

Because there is absolutely no way to start.

Even so, Morgan's economic experts estimated the estimate of Changtian Technology Group based on the current layout of Changtian Technology, the company's size and market impact.

The estimate came as a surprise to Morgan's economists.

Just the hardware company of Changtian Technology, its valuation is as high as 300 billion meters.

If you add multiple powerful subsidiaries such as Changtian Technology's intensive care center, Galaxy Energy Company, and Firefly Company, the valuation will be at least trillions of meters.

Thousands of meters of knives!

Not trillions of RMB!

Even if Morgan is sold~www.readwn.com~, you will definitely not be able to buy Changtian Technology.

This calculation really surprised the capital of Wall Street.

When did Xia Guo produce such a terrible technology monster enterprise!

The market value of a trillion-meter knife!

Who can afford it on Wall Street?

If you can't afford it, you have to find a way to buy it!

That's the character of Wall Street.

When the Soviet Union disintegrated, Wall Street bought tens of billions, hundreds of billions of dollars worth of Soviet state-owned enterprises at a crazy cheap price. A few years later, the assets multiplied hundreds of times.

During the economic crisis in 1997, Wall Street bought assets in South Korea, Thailand, Dongyang and Wanwan regions cheaply, and now the assets have multiplied dozens of times.

Now that Changtian Technology can't afford it, then it is necessary to find a way to make Changtian Technology depreciate, turmoil, or even take the initiative to ask for peace. This is what the wolf of Wall Street should do.