362 Two Choices for Apples (1/5)
Wang Yufei repeated again: "Apple is really profitable, according to your company's mobile phone shipments last year, I think the first condition can make you excited, right?"
If you follow Wang Yufei's algorithm, Apple is really profitable.
For example, Apple sold about 208 million mobile phones in 2018.
According to the licensing price of $30 for a mobile phone with a brain-computer chip, this requires $6 billion.
The additional freight of ASML's extreme ultraviolet lithography machine is probably more than 100 million US dollars, and 10 lithography machines are definitely less than 2 billion US dollars. The value of an analyzer can be ignored compared to a lithography machine.
Earn over!
Of course, Tim Cook certainly wouldn't do that.
First of all, Apple's mobile phone sales in a year will definitely not be the latest.
At least 20% of them are old mobile phones from the previous channel.
This is about more than 40 million mobile phones, and it is obviously impossible for Apple to design a motherboard that can carry a brain-computer chip for the old mobile phone.
Secondly, the most advanced EUV lithography machine ASML has an annual output of about 20 units.
And ASML has a very strange rule in doing business, giving priority to the shareholders of the supply company.
Therefore, Intel, Hynix, Samsung, TSMC and other leaders in all aspects of the semiconductor industry are shareholders of ASML. Naturally, there is a right of first refusal.
In this case, Tim Cook didn't feel that he was taking advantage.
To directly take ten of these most advanced lithography machines, he also has to coordinate with Intel, Samsung, Hynix, and Taiwan Semiconductor Manufacturing Co., Ltd., and find a way to make them give up the quota given to them.
Not to mention that according to the Wassenaar agreement, Apple may take a big risk by helping a Huaxia company get ten of the latest lithography machines at a time.
Of course, from Wang Yufei's point of view, he actually felt that he had given up a lot of interests.
It's not that I haven't thought about touching lithography machine technology myself.
But after careful study, Wang Yufei found that letting Changxiang Technology touch this thing is tantamount to wasting time.
The main reason is that the technology of the lithography machine is too wide. Precision optics, precision mechanical partial positioning, polarized light illumination technology, retract projection objectives, precision guide rail systems, etc......
How to protect reflective curing film from particulate contamination is still a problem for the entire industry.
Not to mention that all parts are basically supplied by companies in Europe and the United States, just thinking about ASML to put together tens of thousands of parts to become a lithography machine, but also to make these tens of thousands of parts under the control of computer programs for complex coordination and linkage, the motion accuracy error can not exceed one thousandth of the diameter of a hair, which is enough to discourage countless high-tech companies.
Investing heavily in the research of this technology, it is estimated that it will not be able to compete with ASML when it comes to results.
The most important thing is that in Wang Yufei's view, lithography machine technology has almost reached a bottleneck for the entire semiconductor industry. It can even be said that Moore's Law is on the verge of failure.
THE 7NM PRECISION PROCESS OF ULTRA-DEEP ULTRAVIOLET LITHOGRAPHY IS ALMOST THE LIMIT.
The finer the chip marking, the more obvious the effect of quantum mechanics will be, and the accuracy cannot be guaranteed.
Therefore, in Wang Yufei's view, ASML is only the king of traditional lithography machines, and the most likely development route for classic computer CPUs with silicon as raw materials in the future is X-ray synchrotron radiation and electron beam etching machines with smaller wavelengths.
In the field of chips, quantum computers may also replace the current classical computers in scientific research, computing, servers and other fields.
Therefore, Wang Yufei felt that it was too wasteful for Changxiang Technology to spend too much energy on researching lithography machines.
Just use it.
Even if it is just put there, it is enough to ensure that the brain-computer chip of the future will not be limited by any company.
So Wang Yufei hopes that Tim Cook can take advantage of him.
It's just that Mr. Tim let him down.
After thinking for a long time, Cook said: "Ahem, yes, this is a good idea, but there are some problems, Apple is also not a major shareholder of ASML, and we have no right to interfere with the normal operation of other companies." So can I hear about the next option?"
Wang Yufei followed Tim Cook's words: "Well, then you can definitely decide the next plan." The date of signing the contract between Changxiang Technology and Apple shall prevail, and the patent pool of the other party will be shared for a period of ten years, that is to say, all the patents that have been applied for by our two companies before the signing of the contract can be used by both parties at will before the expiration of the ten-year contract without notifying each other, but sublicensing is not allowed. What do you think?"
Cook was speechless for a while.
Apple can indeed get an idea about this, but although Wang Yufei said it very well, to put it bluntly, it is to exchange brain-computer chips for all the intellectual property rights and patents accumulated by Apple for decades, which naturally includes Apple's IOS system and Apple's self-developed CPU architecture.
In other words, Apple can add brain-computer chips to the next generation of products, but Changxiang Technology can also produce Apple phones, tablets, and notebooks, and then change the name, such as Yali.
Not to mention that the technical level is not up to par.
Apple's production lines are all in Huaxia, get authorization, design a motherboard by yourself, and then pile up materials and throw them to the foundry, and the pseudo Apple products can be marketed. And with Tim Cook's understanding of Wang Yufei, God knows what this guy will do in order to make IOS finally open source.
Apple could indeed call the shots in this proposal, but Cook knew that if he nodded, his position as president would almost come to an end.
After pondering for a long time, Cook said: "Okay, Mr. Wang, it is better for us both to be sincere, you can quote the price that your company expects, and if you can, we can arrange someone to make contact." ”
Wang Yufei replied: "Mr. Tim, have you forgotten the ideals I told you before. Really, money is probably the most boring thing in the world for me. If I can't buy what I want with the money, the money is worthless to me. From the perspective of making money on demand, the money on the company's books is enough for the company to grow, so I really don't have much capital needs for the time being. ”
"So why don't you pick one of the two options above? If you choose the first one, Changxiang Technology can even package the complete technical information to Apple first, so that your company can use the time of ASML to produce lithography machines to develop the next generation of products equipped with brain-computer chips. And we are also willing to support your company IOS co-produced multi-Chinese version. If you choose the second option, it's even simpler, as soon as the contract is signed, our cooperation will take effect, how about it?"