Chapter 323: Not doing business

"It's really rare, and Motorola doesn't seem to have any good news for me lately. ”

Hu Wenhai's words made Addison touch his nose a little embarrassed, and then smiled heartily: "Mr. Hu, don't worry, what I brought must be the good news you want to hear the most." ”

"Oh, world peace, or is the United States deciding to issue a green card to every Chinese?"

"Haha, Mr. Hu is really joking!" Addison was covered in cold sweat and smiled stiffly.

"I am here on behalf of Mr. Williams, CEO of Motorola, who apologizes for the unpleasantness of the last meeting and hopes that we can re-establish the friendship between Motorola and ST. ”

"Mr. Addison, we have an old saying in China that you can decide when the war starts, but you can't decide when the war ends. ”

"ofcourse/of course. ”

Addison's posture can be said to be surprisingly low: "Motorola pays sincerity, as for whether it is satisfied, it is up to Mr. Hu to decide." ”

Hu Wenhai couldn't hold back, raised his eyebrows in some surprise, nodded and said, "Okay, then I'll listen to Motorola's sincerity." ”

Motorola was able to come up with such a low posture, which was somewhat unexpected by Hu Wenhai. But of course, it doesn't affect anything.

If Motorola is stubborn to the end, with Hu Wenhai's current face in the American semiconductor industry, whether it is TI or IBM, it can be used as a follow-up partner for the fab.

In addition, there is also a fab in Europe that can cooperate, and there is no unique resource for Motorola.

So the current situation is that on the surface, Hu Wenhai has no desire to be rigid, as long as it does not affect the intern's training plan. Motorola becomes dispensable.

"Motorola can help ST. Construction of a fab in Chinese mainland. ”

"Any semiconductor company. can help us build a fab. Hu Wenhai was unmoved, and the plan to build a wafer factory was originally on the agenda. If it weren't for Motorola's frequent hacking, the original plan was that by March 1986, Motorola would have started to build the same wafer factory in Austin as they did in Austin.

"No, I guess that's the sincerity that only Motorola can show. I mean, we can help ST. Build a 1.5-micron, six-inch fab in Chinese mainland. From die pulling to etching, packaging, and even upstream IC design technology, we can provide it all. ”

"In this way, I don't know ...... U.S. government exports these technologies to China," Hu Wenhai looked a little tempted, but still a little apprehensive.

"Rest assured, we at Motorola will solve these problems!"

Addison almost patted his chest and assured: "The U.S. government has not made a clear ban on the export of these technologies, and we still have some connections in Congress, and it is not too difficult to promote the export of these technologies to China." ”

Hu Wenhai nodded, as if believing what he said.

It's early 1986. The honeymoon relationship between China and the United States is arguably the best time. Motorola has historically been very good at government business, whether it is the walkie-talkie of the US military in World War II. Or the widespread application of 68000 series chips in national defense engineering shows that this is a company with a strong presence in the American political system.

It's not too difficult for Motorola to do some of the work and export a 1.5-micron, six-inch fab.

As early as the beginning of 1985, Intel was already using the 1.5-micron process to make the 80386 CPU. This year, many semiconductor companies are already planning to launch the 1.5-micron process. In another three years, the development of chip technology will reach the 1 micron level, even if it is really exported to a 1.5 micron process wafer factory in China, it will not take five years, and it will still lag behind to become a second-rate process.

In the field of electronic semiconductors, the Americans have the ability to always maintain a leading state, which is why they are not afraid to export the same generation of technology to other allies.

However, Hu Wenhai is not worried, and has five years for him to develop. By the early 90s, if he couldn't develop Xinke's wafer fab no less than any American semiconductor company, then he, a semiconductor process engineer in the next 30 years, would really live in vain.

It's not that Hu Wenhai remembers the upgrade technology of the entire fab, or that there are any golden fingers to make high-level chips with backward equipment. Rather, it is said that in the past five years, based on IGBT and other power components, it has been mixed into the field of GSM mobile communication, as well as PN junction memory technology, NAND flash memory technology, liquid crystal display technology, and LED lighting technology that he remembers......

In these areas that can be developed, as long as he seizes two or three markets in five years, the profits obtained are enough for him to support China's semiconductor equipment manufacturing industry and maintain the world's leading technology within a generation. As for the industrial base, in the final analysis, it is a matter of input. Could it be that China had an industrial base in the early days of the founding of the People's Republic of China? Later, it still built rockets, satellites, and atomic bombs.

What's more, although China was blocked from importing lithography machines in later generations, the nature of capitalism to sell ropes is there, and the most important lenses of lithography machines can also be imported from Japan.

In the past five years, Hu Wenhai believes that as long as he gives himself and Europe and the United States the conditions for fair competition, he will definitely be able to do better than them and make more money. It is not impossible to have money to invest in basic research and professional fields, and to artificially create an industry that is higher than the basics. In the future, China will be this model, with several outstanding industries and most of the low-end manufacturing industries.

"If Motorola can really provide 1.5 microns, six inches of technology, that's really a very sincere performance. ”

Hu Wenhai nodded: "Okay, then our previous unhappiness, I can treat it as if it never happened." ”

"Great!" said Addison, who couldn't help but laugh. A big stone in my heart fell to the ground, but I didn't expect Hu Wenhai to be a rare good talker.

"To be honest, we at Motorola attach great importance to working with ST. A little unpleasantness in the past. It's like a test of God. Instead, it has witnessed the unbreakable friendship of our friends! Motorola has a request, and I hope Mr. Hu will agree. ”

"Oh, please. Hu Wenhai had a smile on his face and looked very happy.

It seems that Williams's analysis is still reasonable, although the fab is not comparable to the lithium battery market in terms of profits, but for Chinese mainland, the strategic significance of having a modern fab obviously exceeds the pure economic interests.

This is not surprising. Look at where Motorola's 68000 CPU is used? You can find the shadow of this CPU in every field that requires industrial control. In addition to this, it also exists in large quantities and extensively in the US military system.

In the civilian field, arcades, game consoles, and printers can also see the figure of 68000. Macintosh, Capcom, SNK, how many familiar names are all relying on the rise of the 68000 CPU.

Obviously, the profits of the lithium battery industry cannot be compared with the profits brought by the informatization and automation of the whole society.

From the national level, it is not difficult to understand that Hu Wenhai attaches so much importance to the construction of wafer fabs.

With an idea in mind, Addison didn't panic. He said confidently: "Motorola hopes to buy Mr. Hu's shares in the Gaddari Group. All the best, or at least hope to get 50% of the shares. ”

"Oh-"

Hu Wenhai shook his head with some regret: "I'm sorry." I have agreed with DuPont to sell the shares of the Gaddari Group. ”

Addison said urgently: "But the deal is not done yet, you still own 70% of the shares, and Motorola only needs 50%. ”

"I'm sorry, I've always been credible. After all, I don't have the capital of Motorola. ”

Hu Wenhai seemed to be smiling, and Addison had a wry smile on his face. Before and after the cooperation between Motorola and Xinke, many things were really not authentic.

Fortunately, after being in the mall for a long time, even Addison, who was a technician, has developed a cheeky face.

He shook his head and said, "Mr. Hu, I must explain to you the way our capitalist society behaves. The United States, unlike your China, is a contract society. In other words, as long as it is not put on paper, it is not a valid promise! Only the law can determine whether a person is guilty or not, and as long as it does not violate the law, any act is allowed. ”

"I'm sorry, but that's not going to work. ”

Hu Wenhai waved his hand and flatly refused: "This deal with DuPont is as high as eight billion US dollars, and I can't give it up so easily." ”

Addison gritted his teeth and threw out today's killer idea: "We can jointly build an integrated circuit design center, and China can send less than 500 people to the design center to work and study every year." Motorola's technology patents in China can be fully licensed to ST Corporation!"

Williams is really in ruin, and he would rather give up the Chinese market than take a stake in the Gaddari Group.

To put it simply, there are three parts to the manufacturing of integrated circuits and semiconductors. They are front-end design, wafer foundry and back-end packaging and testing. The technical requirements for back-end packaging and testing are relatively low, and ******** accounts for a large proportion of this industry.

In the 80s, the wafer foundry industry and front-end design have not been separated, and most of them are basically designed and manufactured by themselves. However, in another year, TSMC will be established, and the industry will know how big this market is.

Front-end design, needless to say, is the part of chip design in the front-end process of the industry. Don't look at the lack of sophisticated equipment and various realistic thresholds, but this one is the most difficult to catch up. Because it is the quality of people that determines the level of design.

Needless to say, it's not difficult to catch up. There was no pressure on the introduction of wafer factories in the United States in the 80s, and the biggest advantage of the Americans lies in the front-end design, which lies in the talent advantage of the design industry that has been precipitated for decades.

Motorola is now simply going to engage in one-stop "assistance", with the fab helping to build the most advanced and the design talent to help cultivate, which is really a proper "beauty traitor".

What is Motorola?

It's not surprising to say, just look at Grumman, the "number one spy". Selling fighter jets is laborious, but the profit is really not high. The U.S. Navy bought the F-14, and the early offer was $15 million, but later because of dollar inflation. Nearly killed Grumman.

In total, the US Navy received 429 F-14 fighters. The transaction volume is around 10 billion US dollars. The profits, billions, two billions, or three billions, and that's the end of it. Grumman will not receive more than 30% of the profit. But looking at the sales of Viagra, Viagra was launched in the first year of 1985 alone, and Viagra did not completely open the market, and it created a revenue of 1.5 billion US dollars for Grumman.

In the future, ****** will dare to move the insurance industry in carrying out medical reform, but will he dare to move the pharmaceutical industry? The pharmaceutical group will long ago become the most influential political group in the United States in the future. Even the well-known military-industrial complex can only be coaxed externally, and its domestic influence is far behind that of pharmaceutical groups.

Why? Because pharmaceutical groups are so profitable in the United States. Other industries have patents. It is also necessary to create a competitor in accordance with the anti-monopoly law. However, in the pharmaceutical industry, U.S. law encourages monopoly, with a seven-year franchise, a high threshold for the FDA, and a greasy relationship between original drugs and generic drugs......

Hu Wenhai made a $10 billion acquisition in the manufacturing industry, and he could get into the Wharton textbook. But in the pharmaceutical industry, tens of billions of dollars of acquisitions are just a common thing. This shows how wealthy the pharmaceutical giants are.

The emergence of Viagra is a miracle product that has brought Pfizer to the pinnacle of the world's pharmaceutical giants. Now it's on Grumman's head. The future "money scene" is not only optimistic, but it is impossible to see how good it can be.

Grummen up and down. It's all about moving. Building an airplane or something, it's really risky and troublesome, how can there be a good pharmaceutical?

Otherwise, the voice of simply transforming into a pharmaceutical industry has become very marketable among Grumman's shareholders since this year, which is really embarrassing.

Like Grumman's problem, Motorola has a tendency to be out of business.

Motorola has also tasted the sweetness of the water lithium battery business, with a total profit of two billion US dollars a year. One-fifth of Motorola's revenue in 1985 relied on dividends from Yizhuhu Company. How big the market will be in the future of the third-generation water lithium battery, Motorola also has no end in sight. If theoretical data can be achieved, it is not impossible to replace the internal combustion engine.

Motorola's on-board electronics and single-chip microcomputers also have to face tough competition, and they will suffer if they fall behind in technology. How can there be a light and comfortable water lithium battery, and it will make twice the profit when it is imported from Xinke Company, which can almost reach the level of "trampling on all human laws".

In addition, Motorola's mobile communications, which are the focus of Motorola's future development strategy, also rely heavily on water lithium battery technology, and there have long been voices within Motorola to shift its business direction.

"The fab is such a difficult industry to make money, or throw it to the Chinese." If the cost can be reduced by 50% like water lithium battery, it should be a good idea to let the Chinese OEM. ”

Of course, this is not the mainstream at Motorola. After all, if you rely on OEM, Motorola's own advantages are too small, and it is in a position that is easy to be replaced.

However, on the basis of ensuring that Motorola's own industrial core position is unshakable, a part of the OEM business will be divided into China, which has made many people interested.

Seeing the profits of lithium water battery, it is impossible for Motorola's business strategy not to be affected.

And this condition does speak of Hu Wenhai's heart.

In this way, China's semiconductor design and manufacturing level can save at least ten years.

But on the other hand, DuPont's large-scale chemical equipment manufacturing is also a vital industry in China.

Even if Motorola broke the sky, Hu Wenhai would never let them interfere with his deal with DuPont.

"All I can say is sorry. After waiting for a long time, Hu Wenhai shook his head regretfully and said, "It is impossible for our transaction with DuPont to be interrupted for any reason. DuPont's capital and technology are very important to us. Of course, the conditions of Motorola also made me very satisfied, which was a difficult decision to choose. ”

"Motorola is very sincere......" Addison wanted to try harder, but as soon as he spoke, he was stopped by Hu Wenhai raising his hand.

"Mr. Addison, if Motorola is really very sincere, then I have a choice for you. ”

"Speak. ”

"We can form a new company and start from scratch. ”

"From scratch? Sorry, I don't quite understand what that means. ”

The third generation of water lithium battery has an absolute advantage over the first generation of water lithium battery, and the technical barriers owned by Yizhuhu Company have sealed all possible technical routes.

"I mean, don't use water and lithium-ion solutions. Put aside the technical route of water lithium battery. Consider using polymers as carriers for lithium ions. ”

"The industry has a research direction for polymer lithium batteries. But after so many years, there has been little progress. Even the most optimistic scruples, lithium-ion polymer batteries, will be on the market for another decade. Ten years later, the position of lithium water battery will be very consolidated......"

Addison is worthy of being the technical director of Motorola, and he has a very sensitive sense of technology and market. Lithium-ion polymer batteries are not even theoretically perfect, if it were not for the water lithium battery as if it were jumping out of a stone, lithium-ion rechargeable batteries into the civilian market, almost no one is interested in this.

Development of lithium-ion polymer batteries from scratch. And even if it is finally developed, it will take too long, and in the face of the preconceived three generations of lithium water, it will not be able to shake the market position of the other party, and I am afraid that the gains will outweigh the losses.

"No, no, not ten years. Hu Wenhai dangled a finger: "One year, just wait another year." ”

"ST Battery Research has been advancing the research of lithium-ion polymer batteries, and we have solved the most important polymer morphology problem, which is not far from the final product. ”

Addison subconsciously shook his head: "I'm sorry, this is unbelievable." The theory of lithium-ion polymer batteries is not yet complete. How could it have come to fruition so quickly?"

"Mr. Addison is wrong in saying that your theory is not complete. It's not that the theory of ST is not complete. If we don't have a set of feasible theories, where does lithium water come from?"

Addison opened his mouth, but didn't say anything. Many people tend to regard the development of water lithium battery by the Chinese as an isolated incident, an accident, and perhaps some laboratory anecdotes behind it. Otherwise, it is necessary to admit that the Chinese are more advanced than Europe and the United States in lithium battery technology, which is too subversive of their three views.

But what if not? Abandon the colored glasses and face up to the achievements of Xinke in lithium battery technology, if they really have a set of theories that are ahead of Europe and the United States?

With theoretical guidance, there is only a layer of window paper between water lithium batteries and lithium-ion polymer batteries.

"Well, I'd like to know what progress you've made. Addison swallowed nervously.

"Oh, I happen to have a document here. Hu Wenhai nodded, and found a document with a blank sheet of paper.

Addison opened it and looked at it twice, and couldn't help but shake his head: "Mr. Hu, the content here is too vague." There are no key data and information, only some performance test data, which doesn't say much. Actually, give me ten minutes and I'll be able to write a copy of it. ”

Hu Wenhai's face was slightly red, that's right, this book of "information" was just what he spent ten minutes typing.

But the data is genuine, and it is all the real data of lithium-ion polymer batteries that he remembers.

"Mr. Addison should know that in the R&D phase, I can only give you these things. Believe it or not, the choice is up to Motorola. If Motorola is willing to cooperate with me and share this technology that is safer than lithium water, I must be able to see your sincerity. ”

"Oh, no!" Addison frowned: "Mr. Hu means that the design center and wafer fab must be set up before we can talk about lithium-ion polymer batteries......?

Hu Wenhai chuckled, then retracted his smile and said coldly: "Mr. Addison, I don't have anything to ask for Motorola. There are a lot of companies in the United States that are willing to cooperate with me, so why should I choose a company that is not very good in the past? Motorola can choose to be a bystander after a year, watching me come back, or it can be my partner and return to this gold mine together. It's just that I remind you out of the virtue of a Chinese that some mistakes should not be made a third time. ”

What's wrong?

Addison's heart moved slightly, I am afraid that he is referring to this mistake of belittling the Chinese.

"I see. Addison exhaled deeply and said, "I will return to the company and convey Mr. Hu's meaning to President Williams in full." As for the outcome, that's not something I can decide. ”

"Alright then, I wish Motorola the right decision. ”

Hu Wenhai nodded, no matter what the result is, from now on, Motorola will probably no longer be able to maintain that inexplicable sense of superiority in front of Xinke Company, right?

On the contrary, if Motorola agrees to Hu Wenhai's request, then the only way in front of them in the future is to become compradors.

Well, American compradors. (To be continued.) )