After the PC camp launched the explosive chip, the entire Pangu camp was hit to the point.

The first of them is naturally Pangu Computer Co., Ltd.

In April, Pangu 9 was at the peak of sales, with more than 5 million Pangu 9 units sold in a single month, plus the sales of Pangu 7 and Pangu 8, the total sales in April hit a record high, with monthly sales exceeding 12.75 million units.

However, in May, Pangu Computer Co., Ltd.'s monthly sales fell by 8 million units. Among them, the monthly sales of Pangu 9 generations fell to 3.7 million units, which not only saw a significant decline in sales, but also had a great impact on the profits of Pangu Computer Company.

The sales of Pangu Computer Co., Ltd. have declined so significantly, not to mention other Pangu compatible machine manufacturers. The entire Pangu compatible machine and hardware on the market have seen a dive.

Originally, the number of computers sold by the entire Pangu computer camp in April exceeded 30 million units, which was also a record high. At the same time, the total sales of the PC camp in April were only 12 million units, which is a fraction of the Pangu camp.

But in May, Pangu camp sales plummeted to 25 million units. At the same time, sales in the PC camp returned to a new high of 17 million units.

What's even more terrifying is that IBM, due to the launch of the cost-effective magic machine, the monthly sales of computers actually rose to 6 million units against the trend, setting the highest sales performance since the establishment of IBM. At the same time, the gap with Pangu Computer Co., Ltd. has also been greatly narrowed.

Stimulated by the positive news, IBM doubled in a month, from a market value of $50 billion to a market value of more than $100 billion.

Intel's market value has soared by more than 2 times, and the market value of Intel Corporation, which has fallen to $9 billion, has risen to more than $28 billion in more than ten days, which is not far from $30 billion.

Even Microsoft, which has been marginalized in this world and is regarded as dispensable, has been revalued by the market, and its market value has skyrocketed fivefold from $2 billion to more than $10 billion. Of course, the influence of Microsoft in this time and space is far from that of Microsoft in parallel worlds. And the operating system is basically difficult to make profits, only supported by the profits of office software, but the market share of office software is far less close to monopoly than in history, and only one-third of computer users use Microsoft's office software.

At the same time, Pangu stocks in the U.S. stock market all fell, and AMD's stock price plummeted 25% to below $30 billion in market capitalization. Formerly known as Wang An Computer, now renamed Wang An Technology Company's office printing industry leader, the original market value at the beginning of the year exceeded 20 billion US dollars, a record high, but in just one month, it plummeted 60%, falling to more than 8 billion US dollars in market value.

It is clear that US technology stocks are currently in a bull market, but the divergence is so obvious!

It's a tech war!

When the Pangu camp was dominant, Pangu concept stocks generally had a bull market. The market share of the PC camp began to bottom out, and PC concept stocks began to skyrocket.

At present, the PC camp is still confident that it can rely on technical and commercial means to move back market share, and it is not possible for American companies to rely on fair competition to gain an advantage in the 5G communication era, so they use political means to weaken China's ZTE and Huawei.

For the time being, the competition in the market is only in the regular business competition. Although it is very motivating, it is actually a benign market competition, which is more conducive to stimulating the continuous progress of technology and reducing the price of computer products.

……

June 1995.

Shenzhen.

Lin Qi's private villa is home to dozens of industry bigwigs, including the CEO of Pangu Computer Co., Ltd., as well as Xinchuangxin, Lishan Semiconductor, AMD, Wang An Technology Company, and representatives of financial institutions on Wall Street.

In this gathering, Lin Qi used his personal influence to gather the bigwigs in the industry to jointly plan the counteroffensive of the Pangu camp.

"Technological leadership and backwardness are only temporary, which needs to stimulate us to work harder, and it will not work in the technology industry if we do not want to forge ahead, and technology companies that want to rely on past achievements will go bankrupt sooner or later. This time the PC camp did a beautiful job, and as a competitor, I had to applaud them, relying on the upright technical lead, to move back to the disadvantage. And now, back to the situation that the flagship product is behind the other party, we have to start working hard to solve the problem and fight back with all our might. We must not let the market share of the Pangu camp change from mainstream to marginal! Technology research and development, this is a must, and more resources and talents need to be invested for technological breakthroughs, especially in the process. At present, 0.5 micron equipment, if you understand the process flow and make some innovative improvements, you can improve the accuracy to 0.35 microns with little change. Of course, this will take time, and what we need to do now, and what we can do immediately, is to reduce the price! The hardware that is already outdated cannot maintain a high price, and needs to reduce the price quickly!"

"Luban 1 generation CPU, the price is recommended to be reduced to less than 25 US dollars. In this way, the production cost of the Pangu 7th generation computer three years ago and the Pangu compatible machine in the same period has been further reduced, so that the Luban 1st generation chip can be used as the entry machine of the Pangu camp, and the price of the host computer will drop to below 300 US dollars.

Luban 2 generation CPU, it is recommended to be between 35 US dollars ~ 50 US dollars, and, with Pangu 8 generation as a reference system, the hardware cost of Pangu 8 generation should be reduced to 400 US dollars.

The ex-factory price of the Luban 3rd generation is recommended to be adjusted to about 120 US dollars, and if it is cheaper than the low-frequency version of the Pentium 2nd generation, consumers further believe that our performance is really lost to the low-frequency version of the Pentium 2nd generation......"

Lin Qi directly gave the reference price: "Just like Intel's Jedi counterattack, so are we." If the threat of Intel is underestimated, then soon the market share will be reversed, and Intel will regain the dominant position in the chip industry with the largest market share. Therefore, at present, we must look at the problem as a whole, and the interests of the Pangu camp as a whole come first, and the upstream hardware manufacturers must reduce prices and reduce hardware costs, so that the downstream machine manufacturers and sales channels can attract consumers to pay at more competitive prices. It's true that you can not cut prices and want to maintain huge profits, but imagine the following, how did Intel live in the first six months? and if this disadvantage continues for a longer time, will Intel go bankrupt? To put it simply, the profit of the existing mature products is not important, the key is to stabilize the market share, the downstream partners of the entire industrial chain and supply chain, we must have confidence in our upstream manufacturers, and believe that we can make money with us, which is the key. Of course, these are not the most important things, the most important thing is to continue to be attractive to consumers. The most high-end products, we must continue to innovate and lead, so that we can sell at a high price, now not leading, so, we must not maintain a high price, we must continue to reduce prices, price reductions must be decisive, do not hesitate, when the break is broken! In fact, we don't have a problem with chip design and patents, the key is the process, the existing semiconductor chip factory, must be the fastest layout of 0.35 micron industrial mass production, the faster the better! Luban 4 generation based on 0.35 micron process, with the current laboratory tape-out successful samples, single-core new can reach the high-frequency version of the Pentium 2 chip, multi-core is an absolute advantage! The faster the Luban 4th generation will be put into production, the more beneficial it is for the upstream and downstream of our entire industrial chain! In order to show sincerity, I first said that the patent fee for the 1~2 generation of the Luban architecture has been cancelled, and we encourage major chip factories to produce more cheap chips. As for the 4th generation of Luban, we will return the patent fee of the 10 million chips that were the first to be produced, and after 10 million, the patent fee will be restored to the level of 2.5%. ”

There is no doubt that if Lin Qi just uses his authority to suppress chip manufacturers to reduce prices, it is estimated that only Xinchuangxin will be obedient, because Xinchuangxin is its own holding subsidiary.

But Lin Qi not only forcibly asked chip manufacturers to significantly reduce prices, but took the lead in reducing the patent licensing fee for chip architecture. These patent licensing fees earn more than a billion dollars a year. It is no less than the net profit of any of the three major chip factories, after all, chip factories need to invest a lot of money to produce. In the semiconductor industry, it is the fab that is the most expensive. Chip design and the like, the technical content seems to be not low, but in fact, it is low-cost and high-profit. As long as a structure can be welcomed by the market, then it will continue to earn royalties in the future.

The chip architecture that cannot be accepted by the market can even find a bunch of free and open-source architectures on the Internet in later generations. Many free and open-source chip architectures, some of which are not even bad, are even more advanced and efficient than existing chip architectures, but because they missed the best opportunity for development, they have not formed a software and hardware ecosystem. Without an ecosystem of software and hardware, even if a chip is designed, it is useless.

Looking at the problem from the perspective of a chess player in the overall situation, Lin Qi is not too concerned about the profit and loss of Pangu Computer Co., Ltd., but more concerned about the Pangu ecology and the application ecology of XRM chips.