The neon semiconductor industry has an illustrious history, and in the '80s, they took the world to the world, mocking their Silicon Valley counterparts for being left behind and Boston researchers for chewing on the work of the neon research team.

If the 80s were so glorious, then how painful it is now, first the main source of profit memory chips were wiped out by Korean manufacturers, and the last hope Elpida seems to be unable to support it.

Then the consumer electronics industry is constantly squeezed by Chinese manufacturers to live in space, the same mobile phone Sony Ericsson costs 500 US dollars, and the smartphones exported by China are only 200 US dollars, or even lower.

Neon manufacturers rely on the low-price strategy to seize the living space of Ameriken manufacturers, and now it is their turn to be occupied by others.

Yuji Hiruma graduated from the Faculty of Literature and sat all the way to the position of vice president of Sumitomo Chemical, although he did not understand the technical details, but his understanding of the whole was not weak, and his understanding of the industry was top-notch.

Yujimitsu Mitsuri has gone from being the main partner of Sumitomo Chemical Semiconductor Materials from a neon company to a Korean company, and then to the sudden emergence of a bending company, to the current three-legged situation of Huaguo enterprises, Korean enterprises and bending enterprises, he knows very well how rapid the development of Huaguo's semiconductor enterprises is, and he also knows what kind of behemoth Xinxin is.

The acquisition of ASPLA by Xinxin is a landmark event for Neon Semiconductor practitioners, giving them a deeper understanding of the strength, courage and influence of the Chinese semiconductor giant.

Yuji heard from many peers that similar to the new chip can be the last to come first, carving up a large market share of chip manufacturing, and why can't ASPLA.

When they communicated privately, there were a lot of discussions, in which Sony's executives roughly meant that the semiconductor industry and the consumer electronics industry belong to two sides of the same coin, and when Sony's electronic equipment was attacking the city around the world, Neon's semiconductor industry was developing very well. After Goryeo, led by Samsung and LG, encroached on Sony's market share in the field of consumer electronics, neon's semiconductors also declined.

Huaguo's semiconductor industry has also developed with the help of smart phones, just as neon semiconductor companies first developed with the help of radios.

Yuji Hiruma thinks that this is only one of the reasons, perhaps the main reason, but in his opinion, the enterprising spirit of Huaguo from top to bottom is also incomparable to the neon of the economic recession for so long.

Sumitomo Chemical has a large market share in China, and also has branches, and has dealt with many Chinese entrepreneurs during the day, and has also been to China many times.

Taking Liang Mengsong, who negotiated with him, as an example, in the process of dealing with the other party during the day, he smelled from the other party the momentum of the company's executives when he first joined Sumitomo.

Now, including himself, the entire neon semiconductor industry has lost the sharpness of twenty years ago, when they were thinking about how to drive out the Ameriken companies, neon companies monopolize the entire market, which technical routes may be the future development direction, ambush in advance, and so on.

And now everyone cares about financial reports, revenue and profits, market capitalization, and everyone cares about digital games.

Although he doesn't know how long it will take for Xinxin to be completely replicated and how long it will take to surpass it after Xinxin gets Sumitomo's technology, this time will not be long.

There are voices within Sumitomo that they can't sell it, and they bury themselves by selling it to Xinxin.

The problem is that he can't decide on this matter, and now there is a shortage of money in the market, and the Ministry of Industry and Economic Affairs has a stimulus package, and it is impossible to give money to a consortium like Sumitomo, because they are not short of money, and they need to save themselves.

The people above feel that semiconductor materials belong to an industry with large investment, slow results, and limited market share, and Sumitomo Chemical is not a monopoly on this, at best, it is a top-ranked player, so the technology is sold when it is sold.

It can only be implemented during the day, after the technology is packaged and sold to the new core, it can help Sumitomo turn losses into profits this year, you must know that Sumitomo has never lost money in the annual report since 04, and if this year can still achieve this result, it will be a shot in the arm for Sumitomo's overall performance in the capital market.

The potential benefits for Sumitomo from this benefit go far beyond the $3 billion.

For example, if a company's credit rating remains high, the cost of financing from banks will be lower, which will save a lot of interest, and it will be easier to issue bonds and give lower interest rates.

"There is a price for everything, and according to the information we have got, Sumitomo needs cash, and they need cash to fill the hole in the operation of the capital market." Guan Jianying is not surprised that Sumitomo will sell, he wonders why Xinxin should be bought.

In his opinion, Xinxin's booth is big enough, from chip design to chip manufacturing to semiconductor equipment and consumer electronics, this scale is huge enough.

It even spans the software industry, there is a company that makes operating systems, spanning so many industries, and they are all doing well, even if it is Android that specializes in operating systems, the market share has reached the top three, which is higher than Windows.

Guan Jianying believes that it is difficult to find a group in the market that is benchmarked against Xinxin, and the only group that is somewhat similar is Samsung, but is it really necessary for them to continue to expand and set up a company to digest the semiconductor material technology bought from Sumitomo?

He was skeptical.

Zhou Xin is very happy, if it weren't for the financial crisis, Sumitomo would not have been able to sell these technologies to them.

There are too many points involved in the semiconductor industry, just like completing a task to light up a puzzle, some puzzles cannot be lit up by money, and timing is very important.

And even if Xinxin is already a behemoth in the semiconductor industry and a force that cannot be ignored, Xinxin only lights up a quarter of the entire puzzle.

"Let the senior brother continue to keep in touch with Sumitomo's side, hang them, and see if we can get them to come up with more technology, money is not a problem, now it's a budget of $3 billion, right, let's raise the budget to $5 billion, see if we can get more out of it."

In addition, Renesas looks at whether they are willing to package and sell, and if they are unwilling, whether to accept the shares, they do not necessarily have to buy, and the shares are also options. Zhou Xin finally clapped his head.

After the high-level meeting, Guan Jianying found Zhou Xin alone, and he wanted to express his views:

"Boss, after we acquire Sumitomo's technology, do we want to set up a semiconductor materials company to operate this business?"

Zhou Xin smiled: "Yes, Uncle Guan, are you interested in the newly established company?" ”

Guan Jianying shook his head: "No, I just think we are too broad.

I've always felt like we need to focus like Intel and focus on our core business, which we're doing a bit like a pie right now.

In the past, we also spread the flatbread, because the area of the flatbread is very large, but the quality is not thinner because of the large area, so I didn't raise the problem.

This time, we are going to enter semiconductor materials, although this industry is related to semiconductors, but it is actually not so related to chips, so my doubt is whether we need to spend so much money to open up a new track again. ”

$5 billion is not a small number, and 5 billion in cash is not a small number, coupled with Zhou Xin's vision, investing in companies like Microsoft, Intel, and Google is enough to bring him a hundredfold return.

Baidu has been split into two companies, New Baidu and Google, because Baidu's impact in the Madoff case was so bad that New Baidu's market share was far inferior to Google's.

At the same time, because of Baidu's split, Microsoft also launched its search engine business four years ahead of schedule, which is Bing, which will shine in the era of artificial intelligence in the future.

Zhou Xin can fully understand Guan Jianying's thoughts, there must be many executives within Xinxin, who have similar doubts, why does Xinxin engage in this horizontal expansion, and wants to extend its tentacles to every corner of the semiconductor industry.

In the current era of economic globalization, the semiconductor industry is a classic case of economic globalization, and enterprises around the world cooperate with each other to achieve a high degree of division of labor and finally produce finished products, which is in line with the development trend.

No company would want to do it by itself, let alone an upstream and downstream industry like semiconductors.

IBM will abandon this business after the chip manufacturing declines, Intel will hand over the chip foundry to TSMC after the chip manufacturing is less than expected, and Texas Instruments will package and sell this business after the chip manufacturing technology is backward, which is the embodiment of a high degree of division of labor, and the subdivision is handed over to the best companies to do, and they are only responsible for the business that they have an advantage in.

Of course, heretics like Xinxin in the market, as well as Samsung, Samsung is also heretical.

Zhou Xin smiled bitterly, he didn't want to do this, but these were all preparations for the future.

Others treat you as an opponent, you have no right to refuse, you can only accept differential treatment from the other party.

"Uncle Guan, I understand what you mean, mainly because I think it's usually difficult to buy technology like this, but since I have the opportunity this time, let's buy it and play with it.

Xinxin has developed to this point, and we have the capital to be capricious.

You can think of it as trying to test the waters in new areas. Zhou Xin said it lightly.

When Guan Jianying heard the other party say this, he nodded silently and did not continue the topic.

Because it is true that as Zhou Xin said, Xinxin can be capricious, and Xinxin's blood is thick enough.

It's like Microsoft, it can do MSN, it can do game consoles, it can do search engines, it can invest in AI, it can buy Blizzard, he fails many times, his basic disk is still there, he doesn't care.

Xinxin has surpassed Microsoft in terms of revenue and profit, so they have the capital to try.

Not to mention, semiconductor materials are all about their main business.

"Zhou Xin, come and see for me how the smartphone we designed is." Cao Yongluo handed Zhou Xin a smartphone that looked like an Mphone3.

Yongxin Technology, a partnership between Cao Yongluo and Zhou Xin, has developed quite rapidly in Guangdong Province with the help of the energy behind the Cao family and the identity of Matrix supplier.

Matrix's annual shipment of 50 million units, more than 60% of the assembly orders and some low-tech parts are handed over to Yongxin Technology, which is equivalent to Foxconn.

Zhou Xin took the phone and asked, "Are you going to start making smartphones too?" Why does this sound so familiar? ”

Zhou Xinmo is holding this mobile phone, which feels good, although it uses a plastic backplane, but it does not have a sense of cheapness.

Cao Yongluo shook his head: "This is a smartphone company I invested in, their latest product, released in the middle of this year, I will show you it."

Who doesn't know the identity of the inventor of your smartphone, you can help me take a look, so as to give me a little confidence, I have invested a lot of money in this company. ”

Zhou Xin listened to Cao Yongluo's words, and then he noticed the Meizu logo behind him, and he nodded: "The appearance is not bad."

I'll have to try out the operating system and software. ”

After Zhou Xin returned to China, Cao Yongluo often corresponded with him, almost every other day, and he had to find something to walk around when he had nothing to do.

As for the other two roommates in the dormitory back then, Cao Yongluo still had contact with the two of them, and Zhou Xinna had no contact for a long time.

Like a class reunion, Cao Yongluo will go, but Zhou Xin never goes.

"This company is doing well, selling about a million units a year, and they have very few offline channels, almost entirely relying on online channels.

In Southeast Asia, they are all famous, because of limited capital, they want to sell mobile phones to Southeast Asia and have no channels.

It's just through some backpackers and enthusiasts that Meizu is brought to Southeast Asia. Cao Yongluo said: "Because Yongxin helps them OEM, I have paid attention to their financing information, and the relationship with Mr. Huang is also okay."

In the first half of the year, because of the financial crisis, they were short of money, so I invested a little bit in it. ”

Zhou Xin thought, in this time and space, he dug Lei Jun to Matrix as the CEO, Xiaomi is gone, can Meizu replace the original Xiaomi's ecological niche.

In addition, MediaTek's status and influence in smartphone chips are far inferior to those of later generations, and Meizu also purchased the Yanque and Honghu series chips from Xinxin, which will not be pitted by MediaTek.

Whether Meizu will decline like later generations, Zhou Xin is very curious.

Sometimes, the original people and things are changed by him, which is also a kind of fun.

Zhou Xin nodded: "One million sales is a lot, and when the channel is rolled out, the shipment can go up again."

How much money did you put into it? Since it can be favored by you, it means that there is still potential, why haven't emerging investments been invested?

I don't see them investing in this company in the internal management system. ”

Xinxing has invested in blue factories and green factories, and every investment in Xinxing will be updated to the management system in the background, and Zhou Xin, as the owner with the highest authority, can know the trend of each of their investments.

Cao Yongluo smiled: "Because Meizu thinks that Matrix is their biggest competitor, and Xinxing Investment and Matrix belong to the same company under your name, they rejected Xinxing."

It was precisely because they rejected Xinxing that I had the opportunity to get in. ”

New group: 583667508

(End of chapter)