As a result, the current SoC high-end club is very lively. Pen @ fun @ pavilion wWw. ｂｉｑUｇE。 ｉｎｆｏ

There are the three leaders of Apple, Samsung, and Qualcomm, and Huawei and MediaTek, because of the advanced technology of mortal semiconductors, the progress is amazing.

However, there have been some changes in the overall landscape.

The most cutting-edge Apple, Samsung, and Qualcomm were originally evenly divided, but now because Apple uses mortal semiconductor foundry, the performance has increased greatly, and it seems to be a trend of suppressing Samsung Qualcomm.

After all, the same SOC design scheme, made by Mortal Semiconductor, is at least 30% more powerful in terms of performance than that by TSMC and Samsung!

And the positions of Samsung and Qualcomm are a little awkward.

There is Apple's A-series suppression above, and Huawei and MediaTek are in hot pursuit below.

It is not an exaggeration to say that it is precarious.

This situation makes Samsung and Qualcomm can't help but move.

Qualcomm, in particular, is a little different.

Although in terms of interests, Qualcomm and Mortal Semiconductor are-for-tat, but Samsung is a bitter or difficult brother.

But the situation is pressing, and the technology of mortal semiconductors is too powerful.

Once this development continues, with the advanced process technology of mortal semiconductors, Apple's previous generation of SoCs can beat their new generation of Qualcomm, once Apple releases a new generation of SoC, then they Qualcomm will not only eat ashes?

In addition, even Huawei and MediaTek, two existences that were not seen by Qualcomm in the eyes, began to threaten Qualcomm's dominance because of the advanced process technology of mortal semiconductors.

This makes it impossible for Qualcomm not to be ready to move.

After all, once Qualcomm also abandons the dark and turns to mortal semiconductors, then Qualcomm's 820 and the next 821 will soar in performance, completely surpassing Apple's A9 half a year ago, as well as Samsung's new generation of 8890, becoming the current No.1.

Moreover, this advantage can be maintained for at least half a year, and it may not change until the middle of next year, when Apple's A10 is launched.

More importantly, Qualcomm's 820 is only a 4-core architecture, and the current conditions, once the 8-core is on, the power consumption is too large, and it will inevitably repeat the mistakes of 810.

But if you get on the 14nm technology of Mortal Semiconductor, coupled with the CPU intelligent control black technology of Mortal Semiconductor, even if Qualcomm comes to an 8-core 830, it is not a problem.

At that time, the performance of the 830 with 8 cores will inevitably explode, and there will be no problem with the complete explosion of Samsung, and even Apple will be forced to increase the core.

After all, the 4-core Qualcomm 820 can fight the 8-core Samsung 8890, not to mention the 8-core?

This brilliant prospect has become the biggest source of trouble for Qualcomm.

Even, this kind of thinking began to spread within Qualcomm on a large scale, and even at high-level meetings, more than one high-level executive publicly proposed.

And the internal employees are also whispering.

It's just that this kind of major decision cannot be reckless, and must be considered in the long run.

But this seed that has been buried deep in Qualcomm has begun to sprout......

It can be said that since the establishment of Mortal Semiconductor, the pattern of the entire semiconductor field has completely changed.

Even top existences like Apple, Samsung, and Qualcomm can't help themselves.

The semiconductor giants TSMC, Samsung, and Intel are also difficult to protect themselves.

Even if it continues to develop, even the entire upstream and downstream industrial chain of semiconductors will change.

Even ASML, the father of lithography machines, may eventually have to compromise with mortal semiconductors and mortal technology!

As for the blockade and banning of mortal technology, as for the blockade and embargo of Huaxia enterprises, it will only become a joke in the end, the biggest joke.

You must know that in this era, strength is respected.

ASML is unique in the field of lithography machines, without any rivals, and under its strong strength, it can occupy a large number of profits in the entire semiconductor field alone.

This kind of existence is hard to shake.

But there is another saying, the market is king!

No matter how strong the strength is, if there is not enough market, it is still meaningless.

Like the current pattern, in the field of lithography machines, Wang Fan really has no way at present.

Huaxia's industrial base is too weak, even if Wang Fan has the technology, it is difficult to achieve.

But Wang Fan was ready to break through from the other direction, and he asked Asml to take the initiative to compromise and take the initiative to bow to mortal technology.

This kind of thinking, which may seem absurd and fanciful now.

But Wang Fan began to advance for the camp step by step, and succeeded by a third!

Lithography machine is a must-have for the base of semiconductors, and it is very important.

The strength of the lithography machine largely determines the positioning and development of semiconductor companies.

But again, the lithography machine is just a basic equipment, and above it is the wafer factory, which is responsible for the mass production of chips.

The wafer factory is further up, and it is the chip manufacturer.

And chip manufacturers are mobile phone and other manufacturers.

Lithography machines can affect wafer fabs, chip manufacturers, and users one by one from bottom to top.

In the same way, users, chip manufacturers, and wafer factories can also decide on the lithography machine in turn!

This is Wang Fan's reliance on breaking through the ASML blockade and forcing ASML to compromise.

At present, Qualcomm's chips are very popular.

On the one hand, Qualcomm is strong and the chip performance is strong.

On the other hand, there is no better and more suitable option.

But it is impossible for mortal semiconductors to only do foundry and not get involved in chip design.

Therefore, once Wang Fan casually throws out a chip and goes public on the market, Qualcomm's chips may have to stand aside!

It can be said that in terms of users, the appeal of mortal technology is only stronger than Qualcomm!

And the others, whether it is Apple, Huawei, or MediaTek, the current mass production of chips are also mortal semiconductors!

Therefore, in the field of wafer foundry, mortal technology has the absolute right to speak, the unquestionable right to speak.

It can even be said that more than one-third of the market in the entire chip foundry field is owned by a mortal peninsula.

And another big Qualcomm is also about to move, once Wang Fan wins Qualcomm again, then the entire semiconductor field, two-thirds of the market, is Wang Fan's.

In that case, I am afraid that if you look at the world, there will only be a few existences such as Samsung and Intel.

For these, as long as Wang Fan uses a little more means to kill them quickly, at that time, the entire semiconductor market will be a world of mortal technology.

At that time, Mortal Technology controlled more than 90% of the market in the entire semiconductor field, which can be said to be an absolute monopoly.

As a downstream lithography machine supplier, ASML will sell the lithography machine to Wang Fan if it is not sold to Wang Fan?

Is it the collapsed TSMC, or the non-existent Samsung, or the half-dead Intel?

But these exist, the market share has shrunk sharply, and even self-insurance is a problem, how can it be possible to feed ASML?

After all, the lithography machine is the most expensive existence.

If the product can't be sold, what awaits ASML is only bankruptcy, only destruction, and only acquisition!

(To be continued.) )