Chapter 233: Production capacity sold out! 40 billion cost chip production line

"I am He Tingbo, CEO of Shanhai Microelectronics, and I am very honored to meet you on this important occasion!

First of all, I would like to sincerely thank every guest present and thank everyone for their attention and support.

Today's press conference is mainly to announce that Shanhai Microelectronics has become the first company in China to mass-produce 28nm chips, and at the same time marks a milestone achievement of Shanhai in the semiconductor industry.

Below I will detail the performance and power consumption of 28nm chips......"

He Tingbo was calm and calm, and talked eloquently to dozens of industry leaders, without the slightest hint of stage fright.

"Mr. Chen's vision is more powerful than his head, and he also intended to invite He Tingbo to join at the beginning of the year, but unfortunately you were the first to join."

Yu Dong opened his mouth wide and joked with a smile.

"Next time, Mr. Yu has to remember to start fast enough."

Chen Heyu smiled slightly and joked casually.

As the host, he sat in the first row of the conference hall, flanked by Yu Dong and Xu Hao, president of Hotong Dahua District, and the rest of the people were all well-known figures in the industry, who could easily influence the semiconductor industry pattern of Huaguo.

"Compared with the 40nm process, the advantages of 28nm are mainly reflected in three aspects:

First, size and integration: Due to the shrinking of process nodes, the transistors on the chip can be arranged more closely on the surface of the chip, so it has higher integration and smaller size, and can accommodate more transistors and circuit components.

Second, performance: 28nm chips will have faster transistor switching speeds and shorter circuit response times, allowing the chip to perform operations faster and provide higher processing power.

Third, energy efficiency and power consumption: 28nm chips are typically able to deliver higher performance while consuming less power under the same workload, which means devices can be more energy-efficient and have longer battery life. ”

He Tingbo continued.

"Mr. He, I'm sorry, allow me to interrupt, the process of 28nm chips is a very mature technology node in the overseas market, and Inter is more concerned about whether it has passed the HECC test?"

Yang Rui, executive director of the Dahua region of Intel Group, raised his hand to question.

The full name of HECC is Huaguo Electronic Components Central Laboratory, and the authority of its test report has been recognized by Europe, North America and Neon and other regions, that is to say, only by getting the test report of HECC can it be shown that the production process of Shanhai Microelectronics is perfect and feasible.

"Of course, if you look at the big screen, this document can clearly show that our chip manufacturing technology has been tested by power supply voltage, control logic and wafer CP, and it has brought up to 40% improvement in computing performance.

In practice, the system controls will be smoother, the program will open faster, and the web page will take less time to load.

Shanhai is confident to provide the best quality chip processing services to the world! ”

He Tingbo was prepared and opened a technical document, which was the chip test report officially issued by HECC.

"Shanhai Microelectronics is indeed a qualified spoiler!"

Yang Rui was suddenly dumbfounded, shrugged his shoulders, pretended not to care on his face, but his heart was surging.

Gao Lexian of Huaxin International looked around, observing the reactions of others, most of them were surprised and moved, and he couldn't help but sigh quietly.

"These honors should have belonged to Huaxin, but they were taken by a small role like Shanhai Microelectronics!"

He looked at He Tingbo hatefully.

"Mr. He, I don't know how much your company's processing fee for each wafer is?"

This time, it was Lu Lei, vice president of Pinghua's Yazhou region, who asked the question.

In 2015, smartphones were in the golden period of rapid development, mid-to-high-end chips were in short supply, there was a huge capacity gap, and multinational giants like Pinghua also had supply chain anxiety.

For example, the upcoming iPhone 6s and iPhone 6s Plus, which are equipped with A9 chips, are manufactured by Bay Semiconductor Manufacturing Co., Ltd.

However, the original cooperative supplier was Sanxing, and because of the breakthrough made by Wanxi in 16nm process technology, which can provide better production efficiency and yield, Pinghua immediately abandoned Sanxing and chose to hand over the foundry task of A9 chips to Wanxing.

This time I came to the press conference to see if Shanhai Microelectronics' process level and production capacity scale can be used as Apple's backup supplier.

After all, the A8X chip on the iPad Air 2 is a 28nm process process, and in case there is a problem with the production capacity of Bay Semiconductor Manufacturing Co., Ltd., he can immediately start a new plan.

This scenario is not impossible, such as water and electricity shortages, hacker attacks, and Apple Condo needs more alternatives to improve the supply chain.

"The processing price of 8-inch wafers is $4,500 per piece, but only for the domestic semiconductor industry, and the price in overseas markets is $4,700, which takes into account issues such as taxes and quota fees, I hope you understand."

He Tingbo looked at Chen Heyu and saw that the boss bowed slightly, so he replied.

$4500!

It's 600 US dollars cheaper than Bay Semiconductor Company!

For mobile phone manufacturers, this can reduce manufacturing costs by 12%, and all that is saved is gross profit.

"What is the yield rate?"

Lu Lei reacted quickly, the price of Shanhai Microelectronics is extremely low, and the yield rate must be extremely weak.

His question, which calmed down a bunch of excited prospects.

"81%, this is the average data of the first three days, in the second half of the year, our company will upgrade the equipment, the goal is to increase the yield rate to 90%.

As a result, the price of cooperation will also be readjusted at that time. ”

He Tingbo explained in detail.

81%?

It is really lower, but the processing cost is also low, and the major domestic mobile phone manufacturers, especially the representatives of enterprises who want to compete for the mid-range mobile phone market, began to calculate the cost of chips to decide whether to cooperate.

After entering the Q&A session, most of the companies that wanted to cooperate gathered around He Tingbo and Wang Maosong to further understand the way of cooperation.

"Mr. Chen, what is the estimated annual production capacity of Shanhai Microelectronics?"

Lu Lei was obviously a little interested, walked over with his assistant, and asked with a smile.

"It depends on how big the order is placed."

Chen Heyu invited the other party to sit down and replied with a smile.

"I don't know what Mr. Chen knows about the A8X chip?"

Lu Lei smiled and said disapprerovitically, with his understanding of Shanhai Microelectronics, he overestimated that he could have 30,000 pieces of 8 inches per month in terms of the medium-sized production bases of Hucheng and Jinling.

"You know, the iPad Air 2 is equipped with a high-performance processor with a triple-core 64-bit architecture, integrating a triple-core CPU clocked at 1.5 GHz and a six-core graphics processor called PowerVR GXA6850.

What does Mr. Lu mean by handing over his OEM order to Shanhai? ”

Chen Heyu asked rhetorically.

He knows very well in his heart that this is the business of Bay Semiconductor Company, and with the current production capacity of Shanhai Microelectronics, even if it is delivered to his mouth, he is powerless.

"You can think about it."

Lu Lei held his head high, and his attitude was a little upright.

"Oh? Is it? ”

Chen Heyu glanced at him and said with a smile.

"Dog's eyes look down on people."

He snorted coldly and scolded in his heart, but this is also something that can't be helped, the technology is backward, there is no hard power, and the confidence is insufficient.

"Mr. Chen, I can take out 20% of the order volume and hand it over to Shanhai Microelectronics, of course, only for the processing of A8X chips."

Lu Lei thought for a while and said.

Chen Heyu put aside his identity as the big boss of Shanhai Microelectronics, and he is still the boss of Future Technology, and there is a competitive cooperation relationship between Pinghua, of course he doesn't dare to offend too much.

“20%?

It is also limited to the A8X chip business, which is indeed just a mosquito leg!

It's better than nothing. ”

Chen Heyu bowed slightly, nodded and agreed.

"Mr. Lu, thank you for your support, I have to accompany you for a while, you can communicate with Mr. Wang for a detailed cooperation plan."

He said with a smile and threw the job to Wang Maosong.

Then, walking straight to the side, this area is full of major domestic mobile phone manufacturers, computer brands and communication companies, and even sensor manufacturers.

These people have a huge demand for 28-nanometer chips.

"Mr. Chen, are you deflated?"

Yu Dong asked curiously.

"No, who makes the mountain and sea skills inferior to others?"

Chen Heyu pursed his lips and didn't say anything, if he could toss out the mature process of 14 nanometers and 10 nanometers, Ping Jing and Pickaxe Tong would have to kneel and lick their farts, including Inter and Lian Punishment Branch, they would also rush to ask for cooperation.

"Don't worry, the rice has to be eaten in one bite, the road has to be walked step by step, with our support, there is no shortage of orders in the mountains and seas."

Yu Dong said with a smile.

Half of them came with tasks, and to put it bluntly, they came to send money, not to mention that the price of Shanhai Microelectronics was not high, and the mood was naturally relaxed and comfortable.

In the midst of everyone's gossip, all the monthly production capacity of Shanhai Microelectronics of 34,000 pieces was carved up.

Based on the calculation of 4,500 US dollars, the monthly sales are as high as 108 million US dollars, which is close to 660 million Chinese dollars, and after deducting various costs, there is about 40% of the net profit.

Without increasing production capacity, the annual profit ceiling of 28nm is about 3 billion Chinese dollars, plus the sales of chips of other specifications, no more than 4 billion, which is barely on par with Huaxin International.

However, previously, Zigang Electronics, the predecessor of Shanhai Microelectronics, was less than half of Huaxin International, just because it mastered the process of 28nm chips, it was able to achieve a win-win situation in sales and profits, which is the benefit of having an advanced process.

Whoever can be the first to make money like crazy and control the pricing power!

Chen Heyu heard He Tingbo mention that the total R&D cost of the global semiconductor industry last year was as high as 56 billion US dollars.

For example, a giant like Intel made $51.4 billion in sales in 2014 and invested $11.5 billion in R&D. dollars.

Even the R&D of Bay Semiconductor Company has exceeded 1.8 billion US dollars......

This is also the core reason why the domestic chip industry can't catch up, like Huaxin International's annual sales are only more than 2 billion, and you let the other party take out 1.8 billion for research and development, is the company still alive?

"When labor and management come up with a 14-nanometer process, each piece will directly charge 10,000 US dollars, and slaughter a wave."

Chen Heyu looked at the heads of the Dahua District of Intel, Hotong, and Pinghua from a distance, and a cold light flashed in his eyes.

"Mr. Chen, I am Zhou An from Pudong Electronic Port, I will move around more in the future, just say what you need."

A middle-aged man in a black and gray jacket walked over and said enthusiastically.

"Secretary Zhou, fortunately, it's a coincidence, I just have some industry problems and want to consult you.

Do you have time in the afternoon? Right at the hotel and want to have a cup of tea? ”

The corners of Chen Heyu's eyes raised slightly, and he asked politely.

If you want to increase production capacity, you have to buy land and build factories to increase wafer production and the number of lithography machines, so as to speed up the speed of making money.

"Mr. Chen is polite, no problem."

Zhou An knew that he had already entered the line of sight of the upper echelons, and he was taken care of by the top bosses, so he was reluctant to take a shelf, and his attitude was very easy-going.

What's more, Chen Heyu's company is on his land, and he has his own contribution to the achievements, so why not give some support.

"Just wait for the lithography machine! In addition, with the help of Shi Yang, the procurement of deposition equipment, etching equipment and heat treatment equipment is also very smooth.

If there is no problem, in the second half of the year, Shanhai Microelectronics can increase its production capacity by at least 60 times, but this premise requires sufficient wafer silicon wafers. ”

Chen Heyu thought secretly.

In order to purchase this advanced production line, he is expected to invest nearly 40 billion yuan, and only by winning the 14nm chip process can he have a chance to return to his capital within a year!

(End of chapter)