When Li Sunsin saw Yang Jie directly show off his company's skills and strength, he knew that the plan he had just proposed had not been realized.

The Huaxing Group Company under the young man in front of him is stronger than he knew in terms of technical strength, and its economic strength is stronger.

Now that the investment amount of a 12-inch wafer fab is close to 3 billion US dollars, Yang Jie is going to build two of them, and even Temasek Group companies may not have the courage to do so.

He was silent for a while, looked at Yang Jie and asked, "I will consider Mr. Yang's request, and we are also very much looking forward to cooperating with such an excellent high-tech company as Huaxing Group Company." ”

Yang Jie smiled and nodded.

After breakfast, Li Sunsin and others also accompanied Yang Jie and Lai Binghui to inspect several wafer factories of Chartered Semiconductor in Singapore, including the wafer factory that was only put into production in previous years.

Yang Jie carefully asked about the situation in the wafer factories of the chartered semiconductor company, and understood that the important thing about these wafer factories is foundry memory chips, electronic power devices, digital-analog hybrid, driver ICs and other chips, all of which are chips that are very sensitive to cost.

Moreover, the process adopts a more traditional CMOS processing process, and this process has not been improved, and the produced chips naturally have no upper hand in power consumption and cost.

However, Yang Jie did not express any opinions, and when Li Sunsin asked, he was also full of praise.

Li Sunsin smiled, and said in his heart that this Yang Shao was really sleek.

After returning to the hotel, Lai Binghui couldn't help but ask: "If Temasek Group approves it, what chips are you going to use to produce these two fabs?"

"Most of the capacity is used to produce image sensors. ”

Yang Jie said to Lai Binghui with a smile: "Now that Huaxing Group Company has matured in CMOS image sensor technology, I am preparing to set up a new company to supply image sensors of various specifications and sizes to other mobile phone manufacturers, especially the image sensors in mobile phone camera modules." Uncle Lai, if it can be done this time, I will let you take a stake in the new company. ”

"Haha, I'm sure I'm going to take advantage of this cheapness. Lai Binghui laughed.

"I believe that in less than two years, the camera on the mobile phone will become the mainstream, now there are very few companies that can supply the image sensor of the mobile phone camera, only Sony, Panasonic, Canon can supply CCD image sensor in Japan, and there is a company called Haowei in the United States that can supply CMOS image sensor, we are also one, and the design and production of mobile phone camera modules are still in the forefront. ”

Yang Jie said with a conceited face.

In the memory of the previous life, in 2003, when the camera phone was first used, the CCD technology was all the Japanese suppliers, and the CMOS technology was important to European and American manufacturers, among which Haowei company's products were the most influential, and one-third of the world's mobile phone cameras used this company's products.

Founded in 1995, the company specializes in the development of highly integrated CMOS imaging technology, the company's founders are experienced industry experts, and the company's key technical team, most of which came from Motorola, is the earliest and largest manufacturer to enter the use of CMOS sensors in camera phones.

Compared with this OmniVision company, Loongson Semiconductor will not be worse than this company in terms of CMOS image sensor technical strength.

Lai Binghui asked: "Xiaojie, Huaxing Group Company has almost sold 20 million mobile phones equipped with camera modules in previous years, and must have taken back the research and development investment in the past few years, right?"

"Well, it's all taken back. Yang Jie said with a smile: "Now our company has been able to control the cost of all the materials of the camera module at 26 US dollars, and now is a good opportunity for us to supply to other mobile phone manufacturers." ”

Yang Jie also didn't expect the mobile phone equipped with the camera module to sell so well, and it was in short supply, if the production capacity can keep up, he is confident that it can sell more than 40 million units in previous years.

At present, Zhongjing Micro, Huayue Electronics Co., Ltd., and Huajing Group Co., Ltd. can't squeeze out too much production capacity for image sensors, and part of the production capacity is handed over to the wafer factory foundry of Texas Instruments to be considered to be achieved.

When other mobile phone manufacturers saw that the camera phones launched by Huaxing Group Company were selling so well, they were also looking for companies that could produce image sensors and had experience in the production of digital cameras to cooperate in the development of mobile phone cameras.

However, Huaxing Group Company has been developing in this area for more than three years, and it is mature in all aspects, but it has a grand technical advantage.

"According to our company's market research report, the global mobile phone sales are expected to exceed 500 million units this year, if there are 10% of mobile phones equipped with camera modules, it is also 50 million mobile phones, and the number of mobile phones equipped with cameras is expected to exceed hundreds of millions within two years. ”

"Maybe in less than five or six years, the camera will become one of the most important functions in the smart phone, most of the mobile phones will be applied to the camera module, the camera module alone is a market size of tens of billions or even hundreds of billions of dollars, we must grab the biggest piece of cake in this market segment!"

In the memory of the previous life, the market share of mobile phone camera image sensor was divided by Sony and Samsung Haowei, of which the high-end market of Haowei was squeezed out by Sony and Samsung, and was eroded by Huaxia and South Korean manufacturers in the low-end market.

Sony, a company that was unknown in the mobile phone camera module business until 2010, began to grow by leaps and bounds after Sony made camera module image sensors an important part of its revitalization group. And on the image sensor to achieve a skill gallop, the use of image sensor stacking skills, can stack two chips together, each chip is only the size of a small fingernail, a chip captures image pixels, the other contains the sensor circuit, and achieved a breakthrough in the process, can make the chip very thin, so that smart machine manufacturers produce thinner models than the previous equipment, in the mobile phone market success, especially in Huaxia supply of 13M image sensor chip reached 70% 8M also has a share of about 30%, and even a situation of short supply has emerged, especially the 13M high-end chip is even more difficult to find.

South Korea's Samsung in 2014 suffered a serious decline in smartphone sales, in the field of image sensors showed a lot of ambition, but also to catch up, from the beginning of 2011, Samsung and Omnivision two shares are not high, in a state of stalemate, and later in the market share also surpassed OmniVision, just in the image sensor revenue reached nearly three billion US dollars!

Lai Binghui opened his mouth and said after a while: "In this case, it is not enough to just acquire the two wafer fabs of the chartered semiconductor company?"

He knows that now Huaxing Group Company is very important to image sensors, and has invested a lot, and there is Minolta Company behind it to provide technical support, and it has a large market share, so it is sure that it can get a considerable market share in the mobile phone camera module.

"It's not enough at all, when the time comes, twenty wafer factories are not enough, if you add the baseband chips, memory chips and other chips of mobile phones, the mobile phone industry alone needs at least 100 wafer factories, if the number of wafer factories in China for more than ten years reaches seventy or eighty, Huaxia will completely control the production capacity of consumer electronics. ”

Yang Jie said with a smile: "I am now trying to let Huajing Group and Huayue Electronics Company continue to increase production capacity, at least three wafer factories in China every year, so that Ruixing Technology Company and Huaxing Semiconductor Materials Co., Ltd. will also follow." ”

Lai Binghui also smiled and said: "You kid's eyesight format is not necessary to say from time to time, anyway, if you have any good things, just remember your uncle." ”

Yang Jie smiled and said, "That's certain." ”

He paused and said: "Today I looked at several wafer factories of the chartered semiconductors, if the process is improved, there is still a lot of potential to be mined, all of these fabs are sold to me, I am willing to take over, now it depends on what the senior management of Temasek Group thinks." ”

"Hehe, now Huaxing Group Company is a major IC design factory, and many of them are very critical chips, even if the licensed semiconductors now want to enter the Huaxia market, their goal is still aimed at Huaxing Group Company, I feel that this matter can talk about the possibility of success is very large. ”

Lai Binghui said with a smile.

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