Chapter 255: Pinghua's chip foundry business, a dilemma of Dim!
Pudong, Century Building.
"Boss!"
"Mr. Chen!"
When Chen Heyu arrived, He Tingbo and Wang Maosong, with financial, marketing and legal personnel, had already been waiting under the building for a long time, looking up from time to time.
"Did you bring a test report on chip stability and yield?"
Chen Heyu nodded and asked He Tingbo.
"Here."
He Tingbo took out a document from his bag and handed it to him.
Chen Heyu took it, glanced at ten lines, quickly flipped through it, and after just a few tens of seconds, he wrote down all the contents, and said with a smile: "The contribution of the members of the closed testing team is not low, and the bonus level of this quarter is all adjusted to A." ”
Don't underestimate the difference in yield rate of 3%, for the OEM processing price of more than 10,000 US dollars for a single wafer, there is a difference of 900 million US dollars in a year!
A small quarterly bonus is not enough to reward employees for the improvement and optimization of the manufacturing process, and there will be opportunities for promotion and salary increase waiting for them later.
As soon as the group paced dozens of steps, Lu Lei came over with his subordinates.
"Mr. Chen, meet again! I heard that you like to drink coffee, but you don't know if my treasure suits your taste? ”
Lu Lei said with a sharp edge.
"Mr. Lu is polite, I can come, naturally with sincerity, the taste depends on the cooking skills of apple confectionery."
Chen Heyu pointed out.
The two looked at each other and smiled, and walked side by side into the headquarters of Pinghua Dahua.
Came to a delicate and luxurious conference room, the decoration style is mainly off-white, the color is simple and high-end.
"Mr. Chen, you might as well try the quality of this bean."
Lu Lei beckoned, and there was really a female assistant holding the coffee and gently putting it in front of Chen Heyu.
Chen Heyu smiled and motioned to He Tingbo to hand the test report to Lu Lei, and he tasted the taste of coffee slowly.
"It's coming!"
Lu Lei said secretly, immediately straightened his waist, picked up the report and looked at it seriously, and when he saw the "yield rate of 94%", he couldn't help but ask: "Mr. Chen, is this data reliable?" ”
What he wonders about is that the chip foundry leader like Bay Semiconductor Manufacturing Co., Ltd. only has a yield rate of 90%, so why does Shanhai Microelectronics?
"I understand Mr. Lu's thoughts, but you must know that Shanhai Microelectronics' lithography machine is currently the most advanced DUV equipment in the world, which can minimize process variability and defects by precisely controlling the conditions and parameters of each process step, thereby improving the quality of chips."
Chen Hayu explained.
"Precision ion implanters and electron beam exposure machines also help a lot to improve the yield rate, right?"
Lu Lei urged the narrow road.
It shows that Pinghua knew about Shanhai Microelectronics and bypassed the ban of Wanji through non-compliant means.
"Of course, the accuracy and stability of the equipment are crucial to improving the yield rate."
Chen Heyu smiled lightly, his eyes narrowed slightly, and he said disapprovingly.
"Mr. Chen, the purpose of your visit today?"
Halfway through Lu Lei's words, he paused again, pretending to look puzzled.
"Old fox!"
Chen Heyu snorted coldly and scolded in his heart.
"iPhone 6s and iPhone 6s Plus chip processing business, Shanhai Microelectronics wants, what conditions can you put forward, I will consider it."
He leaned back in his chair and said lightly.
"Or, if you don't have the authority to call the shots, I can talk to Dee in person."
Chen Heyu teased, which can be regarded as a reply to Lu Lei's arrogance.
"Pinghua needs a global license for Moss's third-generation intelligent voice system!"
Lu Lei pondered for a moment and got straight to the point.
The third generation?
"Mr. Lu, are you mistaken? Where did Moss get the third-generation intelligent voice products? ”
Chen Heyu asked rhetorically, still with a noncommittal attitude.
"I think there must be!"
Lu Lei leaned forward, cut the railway, and looked at Chen Heyu with burning eyes.
Two years ago, Moss's second-generation speech system began to be commercialized, and it has been so long that it is impossible to keep stagnate in research!
It doesn't make sense!
There are no three generations, at least a 2.5 version of the product!
The idea of Pinghua's top management is very simple, take a part of the chip order and exchange it for the latest intelligent voice system.
In particular, the second-generation licensing cooperation signed by Future Technology and five mobile phone manufacturers, Lianxiang, Zhongxin, HOC, Huayao and Kupai, will soon take effect.
If it can't solve the problem of software shortcomings, Pinghua will have to face the encirclement and suppression of six mobile phone brands in China, and it is very likely to lose market share in Greater China step by step.
This is what Apple's CEO, Deem, doesn't want to see!
"Could it be that someone leaked the company's R&D progress?"
Chen Heyu secretly doubted.
"There is only the second generation, frankly speaking, the third generation is still under development, if the technology is mature, the future technology will be the first time to hold a new product launch conference."
His heart moved, his face was as usual, and he calmly played officially.
The third-generation Moss voice system, he didn't even give Rebus, how could he give it to Pinghua? The other party is thinking about fart eating at all!
The atmosphere in the conference room fell silent in an instant, and no one spoke again for a long time.
"The second generation is also OK, Pinghua accepts this replacement condition, and from 2016 onwards, we will entrust the chip processing business in Dahua District to Shanhai Microelectronics."
After thinking about it for a few minutes, Lu Lei took the initiative to say.
"Wait! What is the business in Dahua? Sorry, then Apple can only get the Moss voice authorization in Dahua. ”
Chen Heyu said coldly.
"Mr. Chen, the annual shipment of Pinghua mobile phones in Dahua District is as high as 40 million units, and this order is not small."
Lu Lei persuaded him with good words, and his mind was a little swollen.
"There's no way around it, Apple wants to use just 20% of the chip foundry order in exchange for Moss's worldwide authorization, which is really unacceptable to me."
Chen Heyu shook his head and refused directly.
In 2015, the annual global sales of Pinghua mobile phones were 200 million units, taking the mainstream A9 chip as an example, the cost of a single piece was 25 US dollars, and roughly calculated, the annual foundry revenue will exceed 5 billion US dollars.
Accounting for 20% of the sales of Bay Semiconductor Company, this bite can make Zhang Zhimou feel the pain of his skin!
40 million chips, but only 1 billion US dollars, for Bay Semiconductor Company, are less than 4% of sales.
What about this called Hanako?
"Mr. Chen, it's not that the company is unwilling, but the major shareholder of Wanji Corporation, and also the core investment institution of Pinghua, can sell 20% of the order share, which is already the biggest effort that Dim can make."
Lu Lei saw that Chen Heyu had no interest in negotiating, and hurriedly said in a sincere tone.
"Pioneer? Bedley? ”
Chen Heyu asked.
"I hope Mr. Chen can understand that Pinghua is a company with an extremely decentralized shareholding structure, and the real influential major shareholders are behind the scenes."
Lu Lei gestured, affirmed Chen Heyu's question, and then said slowly.
"These behemoths are really pervasive."
Chen Heyu was speechless, and in the ten days he spent in the beautiful country, he understood the huge energy of these two fund companies, and almost invested in all the scientific and technological innovation enterprises in Guigu, covering many overlords in the computer field such as Intel, Gugou, and Weisoft.
Even Maske's Space M has them.
"Apple wants a global license, and that's fine."
Chen Heyu shrugged his shoulders and said with a smile.
"Mr. Chen, you said that as long as you don't continue to cut the chip business of Wanji, I am willing to make concessions in other aspects."
Lu Lei breathed a sigh of relief and said with a happy face.
"Gotta add money!"
Chen Heyu said simply and rudely.
"As far as I know, the licensing fee of the Moss II intelligent voice system is 140 yuan per unit, what price does Mr. Chen want?"
Lu Lei asked.
took the opportunity to point out the authorized price for rice, and secretly reminded Chen Heyu not to go too far.
"Rice is a subsidiary of Future Technology, and it is normal to give certain discounts, but Apple Confectionery can't get this treatment, just 400 yuan a piece."
Chen Heyu understated.
"Mr. Chen, the net interest rate of a Ping Hua mobile phone is only 20%, and you open your mouth and want to take 7%, is this possible?"
Lu Lei smiled angrily, his body shook unconsciously, and he almost turned around and left.
400 yuan?
Chen Heyu regards himself as a major shareholder of Pinghua!
"Everybody is smart, no matter what the gross profit and net profit of Apple Confectionery is, as long as you add the cost, the benefit of shareholders will not be any less."
Chen Heyu replied lightly.
"But it's going to change Apple's global pricing strategy!"
Lu Lei said in a muffled voice, the corners of his mouth hooked up a wry smile, he understood that the last time he communicated with Chen Heyu about the foundry business of A8X chips, he didn't see the true face of the other party at all.
"Isn't Apple willing to pay any price to get the global license of Moss II, how can there be such a cheap thing in this world?"
Chen Heyu pursed his lips and said disdainfully.
"The price needs to be instructed by the headquarters, Mr. Chen will take a break, and I will be with him for a while."
Lu Lei exhaled a heavy breath, he was stunned, and his lungs ached faintly, as the person in charge of the Dahua District, he had not experienced this kind of nest qi for a long time.
The negotiation process was crushed all the way, and there was no room for negotiation.
"Please!"
Chen Heyu grinned, picked up the coffee cup, and took a sip gently.
The price is sky-high, sit on the ground and pay back!
He didn't think that Ping Hua could accept the unreasonable sky-high price of 400 yuan, let alone that he could beat the other party in the global mobile phone market with only the advantage of software!
Rice still has a long way to go if it wants to compete with multinational giants such as Pinghua and Sanxing.
Best-in-class photographic imaging system!
Top industrial design standards!
Powerful chip processor!
Smooth and memory-saving mobile phone system!
……
These are the directions that Rice Technology needs to work hard to optimize!
He knew that Rebus was working self-developed chips, but it was difficult to see results in a short period of time, which is why he decided to open the license.
The two-year development window period has allowed rice to gain a firm foothold in the Chinese market and achieve certain results in the international market.
Next!
The future of rice depends on his own ability, if he has always been an unstable child, how long can he support him?
When the time is ripe, the rice equipped with Moss's latest intelligent system and hardware advantages will be qualified to gallop into the international market.
"Mr. Lu, I don't have much time, if Pinghua is not interested, I can choose Sanxing."
The moment Chen Heyu stepped out of the room, he said slowly.
After hearing this, Lu Lei's face changed greatly!
Although the mobile phone market in Dahua has unlimited potential, it only accounts for 20% compared with the global market.
Immediately, he left in a hurry.
"Boss, did you think Apple would agree?"
He Tingbo asked in a low voice.
"It's not a big problem, it's mainly a difference in price, look at Deem's courage."
Chen Heyu said with a smile.
……
"Boss, the other party is very strong, biting the licensing price of 400 yuan per unit, we currently only have two options.
First, an additional part of the chip foundry order was handed over to Shanhai Microelectronics;
Second, agree to the license fee plus money plan, minimize the cooperation price, and speed up the upgrade of Siri. ”
Lu Lei was alone, making a report in an office.
His personality is cautious and introverted, and he says two plans but does not say anything, and these two paths need to be judged on the specific proportions, and the authority is only possessed by Deem.
"In terms of orders, there is really no way to continue to increase, communicate with him about the authorized price, and you can agree to a unit below 200 yuan."
Deem was silent for a moment before replying.
How easy is it to optimize Siri?
Gugou, Weisoft and Yamasun have invested huge amounts of R&D funds, recruited a large number of computer engineers, and the intelligent voice assistant that took two years to build is only 30% effective of Moss.
He had given up on this path a long time ago, otherwise he would not have authorized Lu Lei to start negotiations.
"At this price, I'm afraid Chen Heyu won't agree."
Lu Lei hesitated.
"Then according to the original plan, we will first win the authorization of the Dahua District."
Deem replied.
"But the other party clearly said that if Ping Hua did not agree to his conditions, he would go to Sanxing to communicate with him for authorization in overseas markets."
Lu Lei added.
“Fuck! Greedy Chinese, let him die! ”
Deem was furious.
Sanxing is Apple's most formidable competitor, and if Sanxing gets the overseas market authorization first, it will be a huge disaster for him.
For a moment, Deem was in trouble.
(End of chapter)