In the past two days, there have been absolute ups and downs for Huaao, and Qualcomm has been invited to do things, only to think that the final semiconductor has no such process at all, and then the final semiconductor has become a laughing stock.

But unexpectedly, Qualcomm announced that it had created a 14-nanometer chip soon after the final end, and at that time he only felt as uncomfortable as eating a dead fly, and felt that the whole world was laughing at him. He obviously hated the end to the bone, but he didn't expect to help the other party instead, and at the same time he was terrified.

However, just when he was depressed, he learned through guò channels that TSMC and Samsung joined forces to block the final end, and Qualcomm had decided to give up cooperation with the ultimate semiconductor. The news made him overjoyed, as if he had ice cream on a hot day.

Thinking of the grievances of these days, of course Hehuaao can't be counted like this, and he wrote on Weibo with a yin smile: "The final end process is suspected to be unable to meet Qualcomm's requirements, and there are problems with quality, and Qualcomm has given up placing orders." ”

The news of Qualcomm's abandonment of the final OEM has not yet spread, and only a part of the industry knows the news, and after the news of Huaao was issued, it immediately caused an uproar.

Not many people doubt the authenticity of this news, after all, He Huaao is a person in this field, he is relatively well-informed, and he is a person with an 'identity', so he will not lie like this, and the so-called 'suspicion' may just be to take care of the face of the final end.

Even the netizens who originally cheered for the final end. I feel sorry and hate it.

But I didn't know that this news was just a lie maliciously created by this 'identity' person in their eyes, just to discredit the final end, looking at the final scolding on the Internet, and Huaao felt like drinking honey, sweet drops.

But just when Hehuaao was about to reach its climax, the final end and Apple suddenly announced: the final end will be Apple foundry chips. HiSilicon also placed an order for 20 million Kirin series chips.

"Impossible!" He Huaao looked at his phone and shouted, with a ghostly expression.

Also frightened by this news are Samsung and TSMC, who have teamed up with Qualcomm to block the final end. Unexpectedly, in the end, the end was even more ruthless, and directly copied their backyard. Both Samsung and TSMC regard Apple as the biggest and most important customer, and now the backyard is on fire, and the anger and panic can be imagined.

When I contacted the company, I got a confirmation, and it was a bolt from the blue.

Especially TSMC, not only Apple's share was snatched away, but even Huawei's list was cooked and flew, which was really a big blow. HiSilicon is now also a big customer for them. Now they have been robbed of most of the share by the final end, which is unbelievable to them.

Huawei HiSilicon is okay to say, after all, they are all mainland companies, but why did Apple hand over the order to the most inexperienced terminal semiconductor? There's no reason for that. Although the final end has cooperated with Apple before, it is limited to the application platform, which is completely different from the hardware procurement platform.

After some inquiry, they found out the reason: in the end, the foundry fee was lowered, and the same product was made, and the final end cost was 10% less than theirs.

10% off the fee......

A few days ago, Qualcomm, who didn't care about the final end, also called at this time. Enthusiastically asked about the foundry, but when he was told that the orders for the next 1 year had been booked, the person in charge suddenly felt like a dead father and mother, and he had a grudge against Samsung and TSMC. Then intentionally or unintentionally, I asked the person in charge of Samsung: Everyone has dropped, what about you?

10% reduction in foundry costs? It's impossible, you might as well cut their flesh.

"The last-end company doesn't understand the rules and undermines the rules of the semiconductor industry. It had a terrible impact! A Samsung media spokesperson lashed.

"Although the profit of wafer foundry is not small, the current market price is actually low enough, and the price is rising year by year. However, the price of wafer foundry is constantly declining, and giving up 10% of the profit at the end will only be a loss of money! A TSMC spokesman told the media.

"Grabbing the market with low prices has always been a good game for Chinese, but it has destroyed the environment of the entire market." In fact, whether it is Samsung or TSMC, it is possible to reduce the cost by 10%, and the manufacturing cost of large factories will only be smaller than that of small factories, but they also need to invest a lot of research expenses, and the final end is to sit back and enjoy the results, which is very unfair to the market. Taiwanese economic experts criticized.

I don't know much about it, but it sounds like it makes sense!

For example, TSMC, why is it so good? Because they invest billions of dollars every year in research and upgrading processes, which is also an indirect cost, and it is obviously not fair to sit back and enjoy the results in the end.

However, Samsung and TSMC joined forces to block the final end is still poked out by the media: these two competitors who have been inseparable from each other, in order to hit the final end, actually squeezed out part of Apple's orders and gave it to Qualcomm, so that Qualcomm gave up the final end foundry.

The consequence of this is that in the end, they directly used the price war to end their backyard, snatching 40 million orders per year from Apple, accounting for nearly 20% of the share. With the addition of Huawei's 20 million, the orders for the final semiconductor factory in the coming year are already full......

As soon as the news came out, it caused an uproar again, you two oligarchs, it makes sense to bully and suppress a start-up company? deserves to be poached Apple's OEM order.

After the truth was exposed, Samsung and TSMC were directly speechless, and could only silently attract other orders to make up for the loss of market share. The market is too big, and even if these shares are snatched away, there will be no big losses.

But from the company's reputation, and from a long-term perspective, the impact of this incident is extremely bad, the stock price is volatile, it doesn't matter, it will rise back sooner or later, but they are afraid of the eventual rise, especially after getting this contract of foundry.

Apple's 40 million chips, plus Huawei's HiSilicon's 20 million, the annual manufacturing order is fixed at more than 60 million, even if the average foundry price is only 80 yuan per chip, the final semiconductor will have a turnover of nearly 5 billion yuan in a year......

Although it is less than one-twentieth of TSMC, and it does not hurt the foundation of Samsung Semiconductor, they can't help beating their chests when they think that such a sum of money slipped out of their hands and was still slipped out of the hands of Apple, a major customer.

5 billion RMB!

In the face of the anger and blame of some shareholders and shareholders, the executives of the two companies want to blame the matter on the heads of Western politicians. But these secret rules can't be said, otherwise they will only be fired, and now they can only swallow the bitter fruit with grievances.

Under Weibo of Huaao, the comments are consistent with swearing, and the eighteenth generation of ancestors and the women of the whole family have been greeted more than a hundred times in turn, which makes him have to turn off the comment function of Weibo.

That's what you mean by failing the process? Will Apple and Huawei rush to ask for the process of failing the process? Is there a problem with the quality, Samsung and TSMC are afraid of jointly attacking the ultimate semiconductor? You.......

(To be continued......)

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