Chapter 313: Tokyo Semiconductor Show
Even though Xinxin has become a non-negligible player in the global chip industry chain with the help of Mphone, it took three years for competitors to barely catch up with the mobile chips by relying on Honghu, Yanque and A-series chips.
In IDC's 2006 annual chip industry analysis report, Xinxin's production capacity is second only to Intel and Samsung, and it is a new upstart in the chip field.
However, Intel is still an existence that cannot be ignored in the industry, they have held hegemony for too long, and they have a great voice and a decisive role in the entire chip industry.
If Intel's stake can be obtained, coupled with the technical advantages of Xinxin lithography machine, then it means that the war in the field of lithography machine is over, and Xinxin lithography will have the opportunity to obtain the original status of ASML, and with the help of Intel and Xinxin's position in chip manufacturing, it will become a monopolist in the field of lithography machine in a very short time.
All of us here are industry veterans, and after listening to Guan Jianying's words, everyone quickly thought of this possibility.
From a rational point of view, what is more intimate than holding shares to cooperate with Intel and reach cooperation in equity relations? This can undoubtedly help the new core lithography machine to take off.
Hu Zheng was obviously hesitant: "I know Intel, and once they know about the breakthrough made by Xinxin in the field of lithography machines, they will definitely come to me as soon as possible."
They have a vulture-like sense of smell, and lithography machines are not much of a business in terms of revenue, but they are very important and critical.
Personally, I'm inclined to work with Intel, and we're catching up now, and what we need to do is to scale up and expand our influence as soon as possible, and take the lead in this area.
Partnering with Intel will allow us to achieve our goals as quickly as possible. ”
Liang Mengsong took over: "I agree with the professor's point of view, we need to cooperate with Intel.
In the future, to push the 40nm process, it is not enough to rely on new chips to eat advanced production capacity, we need to get the support of Intel. ”
Everyone actually has similar opinions, but I don't know if Zhou Xin will agree, because the vast majority of the equity of Xinxin lithography machine is in Zhou Xin's hands.
Zhou Xin actually had an idea for a long time: "I agree with everyone's point of view, let's participate in the neon semiconductor exhibition first, we have to make a name for ourselves first." ”
After the celebration, Zhou Xin said to Hu Zhengming alone: "Professor, I accept Intel's investment, but I have to take control of the new chip lithography machine in my own hands." ”
Zhou Xin means that if Intel wants to take a stake in Xinxin, he will have to reprocess the shareholding structure and adopt an A/B share structure, and the equity obtained by Intel will be limited in terms of voting rights.
Hu Zhengming said: "Intel should be willing, they are more out of interest considerations, and rarely interfere in the operation of enterprises."
If you agree, I'll negotiate with Intel.
We have been working well with Intel over the years, and both Xiaomi computers and Xinxin itself have brought a lot of benefits to Intel.
They won't refuse this little thing.
It's just that Intel may prefer for Matrix to launch smartphones with Intel chips. ”
In the past, Matrix did not have a new machine, and even though the chip process has advanced to 65nm, Matrix is still unmoved.
On the contrary, Apple, a brand under Matrix, has released new phones at a rate of one Aphone per year since 2004.
Yes, the iphone was bought from Cisco by Nokia, so Apple had to change the name of Aphone as their phone.
Jobs originally wanted to buy the name iPhone from Nokia, just as Zhou Xin bought the Matrix brand from Motorola.
Because he thought that the name iPhone was sexy, i had the meaning of imagination and networking, but Nokia refused without even listening to the offer.
Nokia's idea was that even if the brand was rotten, it didn't want to sell it to a major competitor.
Zhou Xin's company is no longer a small role for Nokia, but a competitor that cannot be ignored, which seriously affects Nokia's brand interests.
In the past two years, with the development of the chip industry, after the first shot of Yanque and Honghu, various mobile phone brands have begun to promote smartphones in large quantities, and Nokia's position has been seriously affected.
As I said before, Huaguo Internet companies like to go to sea, since last year, with the dividends of Honghu and Yanque chips, Huaguo's mobile phone companies have also begun to go to sea one after another, and Nokia, which has taken advantage of low prices, has been losing in the global market.
Nokia's smartphones often start at three or four hundred euros, while most of China's smartphones are controlled at about two hundred euros, and with the blessing of the Android system, there are more applications than Nokia, and the use experience is better than Nokia.
Mphone can still have enough market with the help of brand advantages and cognitive advantages, and the old king like Nokia has no advantage at all in the new field, and consumers don't pay at all.
In just two years, Nokia's global shipments fell by two-thirds from 400 million units, and are not expected to exceed 120 million units in 2006, and some pessimistic reports by Wall Street analysts even believe that this number will not exceed 100 million units.
The mobile internet frenzy has pushed Nokia off the throne.
"Nokia, the king of the feature phone era, has shown its decline after the arrival of the new era, from 400 million units shipped worldwide to about 100 million units this year, and the smartphone era opened by Newman himself has made Nokia a sacrifice of the new era."
The grievances are so deep that Apple doesn't even want to buy the iPhone brand name from Nokia.
Neon, Tokyo, Ariake Convention and Exhibition Center, its English name is Big Sight, obviously it should be called Daming, I don't know why it should be translated as Ariake.
Built in '96, not long after its completion, Neon's semiconductor exhibition moved from its original location here, which is also Neon's most famous exhibition venue, and the largest comic exhibition in Neon, Comic Market, which is attended by more than half a million people every year, is also held here.
Xinxin communicated with the organizers before participating in Neon's semiconductor exhibition, claiming that they want to bring a new lithography machine technology, which will be the innovation of lithography machine technology in the past, and will advance the chip manufacturing process to a new field, breaking the 65nm curse that has plagued the industry for more than a year.
Xinxin is still very reputable in the industry, unlike Hengchi Automobile and Faraday Future Credit have gone bankrupt, so the exhibition organizer gave Xinxin the opportunity to give a special speech and introduction at the opening ceremony.
They are in third place, and it is the turn of Shinchip after the speeches of the Neon Prime Minister and the President of the Neon Semiconductor Equipment Association, Tetsuro Higashi.
The exhibition is organized by the Neon Branch of the International Semiconductor Association, specifically by the Neon Semiconductor Equipment Association.
"Lin Jun, the last time we met was six years ago, when you just went to Xinxin, and I was very impressed.
You brought Mr. Zhou to Neon to buy lithography machine technology, and I helped you introduce the vice president of Nikon lithography machine at that time, and then after you went to China, we were separated for many years, and we could only communicate on email. ”
They couldn't have come on the same day to attend the neon semiconductor show, so Tetsuro Higashi invited Hayashi to dinner at a top restaurant in Ginza.
Tetsuro Higashi was a leftover figure from a famous family, his father was a historian of the Chinese country, and his mother was born in the Shimazu clan, which was the ruling family in the Satsuma region from the Kamakura period to the Edo period.
He is not only the president of the Neon Semiconductor Equipment Association, but also the chairman of the board of directors of the International Semiconductor Association and the chairman of the board of directors of Tokyo Electron.
Previously, Zhou Xin communicated with Hu Zhengming that he wanted to use Huaguo's state-owned capital to acquire Neon's Tokyo Electric Company, which is also a subsidiary of Tokyo Electron.
Tetsuro Higashi played a key role in the failure of the acquisition, and it was he who single-handedly prevented the acquisition.
Dong Tetsuro is not a semiconductor, he is from a philosophy and economic history background, he is not hostile to Huaguo, but from the perspective of industrial development, he does not want to cultivate another monster, and find a monster like Goryeo for the neon semiconductor industry.
"I still remember that Newman knew that I was coming to Tokyo to attend the Semiconductor Show, and he specially asked me to say hello to you on his behalf," Lin said. ”
Tetsuro Higashi smiled, "I've only met Newman once, but he's really a great person.
He didn't make any more waves, but he can often be seen in various media, and even when I pay offline on the streets of Tokyo and see the NewPay logo, I think of Newman.
Lin Jun, help me convey my gratitude to Mr. Zhou, with the speed of semiconductor development in Huaguo, I will have to go to Huaguo sooner or later, and I look forward to having a good time with Mr. Zhou. ”
Tetsuro Higashi is very energetic at Neon, and his influence is definitely not limited to the semiconductor field, and he will go on to serve as a director of 71 Holdings (which owns 711 and Ito-Yokado), Nomura Holdings, and Ube Industries.
Lin Benjian nodded: "I must convey it in place."
Without your help, we wouldn't have been able to get in touch with Nikon so quickly, let alone open up the situation in the field of lithography machines so quickly. ”
Tetsuro Higashi was surprised when he got the news, because the industry has always known that Xinxin is trying to take another path, which is completely different from Nikon, Canon, and ASML.
When communicating within Neon's semiconductor industry, everyone said that if this thing was done by a Chinese company, they would definitely think that it was impossible, but because this company was Xinxin, Neon's company did not think that Xinxin was a Chinese company, they thought it was an Americon company in China.
Because there were a large number of Chinese engineers from Silicon Valley in the initial employees of Xinxin.
This time, when he heard that Xinxin had achieved a technological breakthrough in the field of lithography machine and successfully advanced the process to 40nm, it made Tetsuro both frustrated and happy.
Frustrated because Huaguo is developing too fast, the identity of the neon man makes him naturally vigilant, and at the same time he is uneasy for Nikon, Xinxin has achieved a breakthrough in the field of lithography machine, where will Nikon go?
Happy because Neon and Huaguo are more complementary in the field of chips, rather than competition, Neon sells semiconductor materials and semiconductor equipment, and Goryeo is engaged in chip production, and the rise of Huaguo in the chip field still affects Goryeo's chip industry.
Dong Tetsuro smiled: "I only played a small role in it, Lin Jun and Xinxin were able to make a breakthrough by relying on your own merits."
Back then, I helped connect you with Nikon, and Nikon was very confident in selling the technology to you, and they must have regretted it when they got the news. ”
"Nikon is still a leader in this field, and we have achieved nothing more than a small advantage," Hayashi said. ”
The reason why ASML was able to quickly leave Nikon behind after the realization of the 40nm process and eat up 70% of the lithography machine market in just two years is directly related to the collective abandonment of neon technology by European and American capital.
If European and American capital had not abandoned Nikon and given Nikon a chance, this battle would not have been decided so quickly.
Take the EUV lithography machine as an example, which is the so-called EUV light source, this thing was first experimented by Neon, which successfully completed the laboratory verification of EUV lithography in 1986.
In 2001, Neon believed that EUV lithography would be the most promising technology after the 50nm technology node.
It's just that they didn't expect that the 193nm wavelength light source could be made all the way to 7nm with the blessing of the infiltration method, and then change to EUV.
After Neon's lithography machine technology was abandoned by European and American capital, there was no longer a chance to get on the car.
Dong Zhelang said: "Lin Jun, you are too modest.
In our industry, technology is king, and technological superiority is everything.
At the exhibition the day after tomorrow, once you prove to the representatives of the participating companies that Xinxin's lithography technology can help chips enter the 40nm era from 65nm, then the entire semiconductor industry will vote with their feet and abandon Nikon to Xinxin.
The iteration of technology does not give the laggards a chance, just as Newman's smartphone left Nokia behind by the times. ”
Tetsuro Higashi regrets Nikon, but Nikon doesn't have much to do with him, and maintaining a good relationship with Xinxin is king.
Tokyo Electron's semiconductor materials will be sold to Shinchip.
"I am very confident in Xinxin's technology, and we have already gone through laboratory demonstration.
Xinxin is now undergoing production verification, and once the production verification is passed, Newman said that the Mphone3 to be launched in the future will be equipped with a 40nm process smartphone chip.
The latest generation of the same Honghu chip will also be equipped with a 40nm process. ”
In the new chip, the A series chips are a little more powerful than Honghu, but the degree of power is limited.
Even because of the technology honed by Xinxin's chip design engineers, the gap in technology is getting smaller and smaller.
Higashi Tetsuro was immediately interested when he heard it, to be honest, he was not interested in technology from a humanities and social science background, he only focused on business:
"Is Mphone3 coming? It's really exciting.
Even after all these years, the Mphone2 was still voted the most anticipated product of 2025 by Tokyo Electron Magazine last year.
For two years in a row, Matrix has not released a new phone, and many Mphone fans of Neon have complained on Yahoo, saying that Mphone3 is alive.
It seems that the smartphone market will be another bloody storm. ”
Mphone is Neon's most popular phone, and its popularity is even higher than that of the national brand Sony.
Lin Benjian said: "Mphone3 will definitely have a lot of differences. ”
(End of chapter)