Nanshan Equipment is stirring up the storm in the chip equipment industry, and Nanshan Semiconductor is naturally not idle.

After the successful mass production of the Modu wafer factory, the output began to increase slowly.

Subsequent chip processing and packaging and testing also began to be carried out simultaneously.

The chip is produced, but it is not just a direct switch.

Instead, it needs to be mounted on the part and subjected to a series of tests.

After these tests are completed, the customer's consent is required before the changes can be made.

Anyone who has been involved in the automotive industry knows that if a parts manufacturer wants to change its own materials or chips, or lower-level components, it must be recognized by the main engine factory.

Of course, you have to say that you can't secretly change careers......

As long as nothing happens, then it is estimated that no one will bother.

But once something happens, then sorry, you're in big trouble!

Therefore, in most cases, parts companies will prepare relevant change report materials, ask the technical department and R&D department of the OEM to confirm, and arrange the delivery of parts with new specifications after obtaining the approval of the other party.

In this process, sometimes the part code needs to be changed, and the drawings need to be upgraded.

Of course, if your original drawings do not reflect some specific information about the components, then it is okay for the drawings not to change.

Obviously, whether it is Nanshan auto parts, Nanshan engine, or Nanshan gearbox, as long as the chip on it has changed, it must be recognized by the main engine factory.

"Mr. Cao, every year the main engine factory has the task of reducing prices, and today is no exception."

"Generally speaking, the price reduction target for this year is 3% to 5%, but of course there are some more demanding."

"In the past few years, we have actually given the annual decline to each OEM, which is generally about 2%, and even if the sales of some customers' models are not good, there are also 1% cases."

"I think this time we can recommend the switch of chips from the perspective of reducing supply risk and reducing costs."

"And we don't directly say that the chips produced by Nanshan Semiconductor will be used to switch the original chips, but by increasing the variety of chips supplied."

"In this way, for OEMs, it is equivalent to the use of both chips, which really reduces the supply risk."

"We are also cooperating with the price reduction of the corresponding parts, and the price reduction that needs to be carried out every year will be carried out in the way of a chip change VA proposal."

"For OEMs, this kind of proposal should not sound so resistant."

"It doesn't matter if you know what the actual reason is."

How to change the chip manufacturer of the parts related to chips supplied by Nanshan Group to various customers is something that Nanshan Group must consider during this time.

Although with Nanshan Semiconductor's production capacity, not all parts are now switched.

Instead, we will find a few typical parts to promote first, and then fully promote them after the production capacity of Nanshan Semiconductor is further expanded.

Of course, in order to improve the efficiency of future promotion, it is necessary to choose the kind of parts that are more numerous.

For example, the TCU under the gearbox, as long as the chip switching of Nanshan Semiconductor is successfully promoted this year, even if 99% of the parts continue to use the original chip, and only 1% of the switching is realized, then as long as the chip production capacity goes up in the future, it can also be freely expanded from 1% to 100%.

After all, what Nanshan Group applied for was to increase the type of chip use and use the chip in combination with the supply situation.

Therefore, as long as the customer approves it, which of the two chips is compliant.

In this way, there is no need to go through the process later.

To some extent, this is also a trick in accordance with the rules.

Otherwise, if you simply switch a few parts according to the current production capacity of Nanshan Semiconductor, then it will take a relatively long process to switch other parts in the future.

For example, for customers of domestic brands, the process of these changes can be slightly faster.

For joint venture car companies, the efficiency is much lower.

Most of the joint ventures in Huaxia do not even have the authority and ability to judge such changes, and need to find the R&D department of the headquarters to apply for the change.

It takes a long time to toss like this.

At that time, the output of Nanshan Semiconductor will go up, but there is no way to load the chip and use it.

Zeng Tingting definitely hopes to avoid such a situation as much as possible.

Otherwise, it will be very passive.

"Minister Zeng's proposal is very good, I think the ECU of the engine, the TCU of the gearbox, and the main control chip on the ESP are the chip parts we use the most."

"As long as the application for the change of these parts is successfully promoted, basically after the new factory under construction of Nanshan Semiconductor is put into operation, the production capacity can be fully consumed."

"Even once we have these parts approved by our customers, we can start thinking about the next phase of Nanshan Semiconductor's capacity expansion."

Dai Hanbiao, as the general manager of Nanshan Auto Parts, naturally attaches great importance to this change.

This is a major event related to the future semiconductor strategy of Nanshan Group, and it must not be underestimated.

"I agree with Mr. Dai's proposal, the TCU of Nanshan gearbox can be changed first."

"Although we have several specifications of TCU, there are actually only two types of main control chips."

"As long as the customer agrees with me to use Nanshan Semiconductor's chips, the initiative in the future is in our own hands."

"The goal of 100% localization of chips mentioned by Mr. Cao is expected to be fully realized in the next five years."

Ji Hua is also very positive about this change.

Up to now, except for semiconductor components, Nanshan gearbox has not been localized, and other parts and materials are purchased from China.

This localization rate is already very high.

If the switch of the main control chip can be smoothly realized this time, and other chips can be further replaced later, then the Nanshan gearbox does not need to worry about the supply of chips.

After all, during this time, ASML and other international chip equipment giants began to deal with Nanshan Equipment, and he also knew about it.

Who knows when there will be a problem with the chip supply of the Nanshan gearbox.

Ji Hua, who has been abroad for many years, doesn't think that those people really pay attention to the rules.

People are only willing to behave politely and gentlemanly in front of you when they are very strong.

Once it is overtaken, it immediately jumps over the wall.

"Since everyone thinks that this plan is feasible, let's promote the relevant recognition work as soon as possible."

"Xingchen Automobile and Jaguar Land Rover, as subsidiaries of the group, should complete the verification in this regard as soon as possible, give our group a support for the semiconductor business, and also play an exemplary role for other customers."

"Xingchen Automobile and Jaguar Land Rover both dare to use Nanshan Semiconductor's chips, and our customers have no reason to worry too much."

Cao Yang felt that Zeng Tingting's proposal was quite reasonable, so he naturally didn't say a word and agreed to their report plan.

Nanshan Semiconductor has spent a lot of manpower and material resources to develop the chip industry, and now it is finally time to start loading.

It was definitely a rewarding moment.

If any of the OEMs behind them do not support this switch, Cao Yang is ready to stand on the moral high ground to suppress them.

For example, the joint venture under the Modu Automobile Group is grinding, so you can find Modu to exert pressure.

Similarly, Imperial Capital Automobile, Chuncheng Automobile and Changan Automobile can also use similar schemes.

As for self-owned brand companies such as Chery and Geely, Cao Yang is not very worried.

There is no reason for these businesses to get stuck in this kind of thing.

If any company really uses this matter to disgust Nanshan Group, Cao Yang has countless counterattack methods in his hands.

You don't even need to use any means to directly tell the customer when our parts will switch chips, and you can either admit to switching or find other suppliers in advance.

As a top supplier, Nanshan Group has such confidence.

Just like in later generations, when the chip was in shortage, if the top suppliers such as Bosch and mainland insisted on replacing some kind of alternative chip, the OEM would eventually have to accept it.

Otherwise, you'll have to wait for the production to be stopped.

The more grinding the company, the more afraid it is to stop production when it encounters such a thing.

Once the production is discontinued, it is a big event, and various reports need to be carried out within the company.

And then many things that were not intended to be taken out and talked about had to be taken out and explained.

This can definitely make a lot of people feel stressed.

Now that there is a conclusion internally, the departments naturally start to act immediately.

Some chip-related single product tests have been completed, and some tests of the assembly can also be carried out relatively quickly.

Soon, Nanshan Gearbox and other companies began to contact many customers about changing chips.

"Mr. Wang, the Nanshan gearbox has begun to use the chips produced by Nanshan Semiconductor, and is now applying for relevant change procedures."

"They're pretty fast."

In BYD's canteen, Zhong Qiang, the head of the purchasing department, sat opposite Wang Fu and specifically mentioned to him about the change of chips in the Nanshan gearbox.

Under normal circumstances, this kind of "trivial matter" would definitely not reach Wang Fu's desktop, otherwise his 72 hours a day would not be enough.

However, Zhong Qiang felt that Wang Fu would definitely be interested.

Sure enough, after listening to Zhong Qiang's words, Wang Fu immediately stopped his chopsticks and asked, "How is the performance of their chips, and can they reach the same level as before?" ”

BYD now has a wafer factory cooperation project with Nanshan Semiconductor, and previously established a joint venture company such as BYD Nanshan Semiconductor to jointly develop automotive-grade chips.

Therefore, Wang Fu is very interested in the latest mass production of chips of Nanshan Semiconductor.

"Judging from the report information submitted by the other party, the performance of the chip in all aspects will not be worse than the original, and there are even many parameters that are better."

"After all, the previous chip was not made by the latest chip technology, and now after Nanshan Semiconductor uses its own chips, the performance of TCU is even better."

"I estimate that in the next step, Nanshan Group should comprehensively promote the switching of various chips, and even take this opportunity to upgrade some parts."

Zhong Qiang said as he watched Wang Fu's reaction.

He wanted to judge from the other party's reaction whether Wang Fu supported this chip switch or not.

This determines how he will respond to Nanshan Semiconductor's change application.

As for the so-called processes and rules, many times they are more flexible.

The boss said yes, then it can be done quickly within the scope of the process.

If the boss says no, you can also find a reason to reject the other party's application within the scope of the process.

After all, many things are done by people, and all standards are set by people.

"It seems that Mr. Cao's determination to develop the chip industry is very firm."

"I tossed it for a few years before, spent a lot of money, and many people were waiting to see Mr. Cao's jokes."

"If this switch can be carried out smoothly, then Nanshan Semiconductor's automotive-grade chip business will be on the right track."

"In the future, those chip giants will have to think more about Huaxia enterprises if they want to take advantage of Huaxia enterprises in vehicle-grade chips."

Wang Fu's view of the problem is still very high.

Huaxia's auto parts can achieve 100% localization, including chips and raw materials.

This matter is in the interests of all self-owned brand car companies.

He had no reason to object.

"Yes, this year, Nanshan Semiconductor will build four wafer factories in one go, and it is said that more new factories will be built this year, which will cost tens of billions of yuan.

"That is, Huaxia has produced such an alternative as Nanshan Group, otherwise I think it is impossible to achieve 100% localization of vehicle-grade chips even in another ten years."

"Not even 100% localization, even a 10% localization rate is difficult to achieve."

"After all, as far as the current situation is concerned, there is not even a 1% localization rate, or even 100% imports."

"Nanshan Semiconductor has made a historic breakthrough this time!"

Speaking of this, Zhong Qiang couldn't help but show a look of admiration on his face.

For example, a company like Nanshan Group is the only one of all the companies he knows, and there is no other semicolon.

Other parts companies can't even get a fraction of the results of Nanshan Group.

"Xingchen Automobile and Jaguar Land Rover, will they also start using Nanshan Semiconductor's chips?"

"Yes, the other party specifically mentioned this when they came to report."

Zhong Qiang replied with certainty.

This question is actually a concern for him.

After all, if Nanshan Semiconductor's products are not used by their own internal companies, then Zhong Qiang will definitely not dare to agree easily.

"Since both Xingchen Motors and Jaguar Land Rover dare to judge the replacement, then we have nothing to hesitate about."

"In line with the company's work process, to approve this change as quickly as possible also makes Nanshan Group feel our sincerity."

Wang Fu did not hesitate any longer and gave instructions directly.

Even he planned to make a special call to Cao Yang to congratulate him, which could be regarded as a vague indication that BYD was supporting Nanshan Semiconductor.

With Wang Fu's instructions, BYD naturally quickly passed the application for the Nanshan gearbox, and the gearbox equipped with the chips produced by Nanshan Semiconductor soon began to prepare for official delivery to BYD.

Of course, because it involves some parts inventory and the like, it will definitely take a while for the car to be loaded and sold to consumers.

At the same time, other OEMs are also carrying out similar work simultaneously.

However, not everything goes smoothly on every customer's side.

"Cao, do you want to replace Deyi's chip with Nanshan Semiconductor?"

On the side of the magic capital, Austin called Cao Yang directly.

They're old acquaintances.

So in many cases, as long as it is not related to each other's core interests, everyone can communicate well.

It stands to reason that this kind of chip change will not go to Austin's hands.

But now he's calling, and it's certainly not that simple.

"Yes, in order to meet the cost reduction requirements of various customers and reduce the risk of the supply chain, we have promoted two chip substitution and production schemes."

"This can fully ensure that we can supply products according to the needs of OEMs at any time."

Cao Yang will definitely not mention anything like the chip localization strategy and the positioning of Nanshan Semiconductor at this time.

It is obviously more appropriate to come out with some high-sounding reasons.

After all, there are things you can do, but it's not appropriate to say.

Sometimes I know you know what I'm trying to do, but I just don't say it.

Seeing through it or not saying it, this can be regarded as a kind of literacy in the workplace.

"Cao, I admire you very much for you to get Nanshan Semiconductor up and smoothly install the chips you produce on parts for sale."

"I personally don't have any opinion on this chip change, but I think you still have to pay attention to this matter."

"I got the news that some chip companies are lobbying the headquarters and asking General Motors not to allow the use of chips produced by Huaxia chip companies."

"Even if the parts of the chips produced by the designated Huaxia enterprises are installed, they are not allowed to be used."

Austin has received a lot of benefits from the Nanshan Group, and this time it can be regarded as revealing a more important news.

Although for GM, this news is not something worthy of secrecy, nor does it involve GM's core interests.

But for Cao Yang, some more information can be deduced from this news.

Those international chip giants and equipment giants are obviously not giving up.

People are not only unwilling to see the rise of Nanshan equipment, but also unwilling to see the development of Nanshan semiconductor.

For them, the chip is a part that Chinese companies should not touch.

You can produce shirts, shoes, and home appliances well.

Other high-end medicines, chips, equipment, etc., will be handed over to me to produce.

The beautiful name is called - industrial division of labor!

"Automotive-grade chips are not high-end chips, and those chip giants are starting to get nervous?"

Cao Yang frowned, and began to think about some situations he might face in the future.

Obviously, some companies in the United States are moving faster than they think.

Originally, the two sides are still in the honeymoon period, and many companies are also suppressing some of their own special ideas.

Now it seems that some companies don't want to suppress themselves and are ready to fight.

Then in the future, it is necessary to speed up some of the strategies of Nanshan Group.

After all, if the chip giants in the United States start to do it at that time, the means will definitely be more and more fierce in waves.

If there is no preparation, maybe the Nanshan Group will be greatly damaged.

This is obviously not the situation that Cao Yang wants to see.

"Although automotive-grade chips are not high-end things, until now, there is no company in Huaxia that can produce automotive-grade chips, except for your Nanshan Semiconductor."

"Just rushing this point, the chip giants have a reason to treat you as enemies."

"Besides, Nanshan Group not only has a car business, but also a smartphone business."

"Compared with automotive-grade chips, the chips used in smartphones are not low-end technologies."

"Many companies should speculate that you will also be involved in mobile phone chips in the future."

"In particular, your group has even made high-end equipment such as lithography machines, which makes many people full of vigilance against you."

When Austin said this, Cao Yang didn't refute it.

After all, people are kind enough to tell you an important news.

If you insist on not admitting anything, it will not be conducive to future cooperation between the two sides.

Austin is one of the few auto giants who have been fed by the Nanshan Group, and Cao Yang naturally does not want the relationship between the two sides to be affected too much.

"Austin, thank you for sharing this information with me."

"We'll take this seriously."

After ending the call with Austin, Cao Yang immediately asked Mi Ying to call Zhang Jing and Pan Jinxing to him.

"Some of the planning of our chip factory needs to be considered in advance."

"You make a new medium and long-term plan as soon as possible, and we will officially start the construction of the 40-nanometer chip factory within this year, and form mass production capacity at the latest at the beginning of the next year, so that our Honor mobile phones can use domestic chips."

"Nanshan Semiconductor and Nanshan Equipment should maintain full communication, and everyone should make specific plans as soon as possible."

"This time, the scale of the 40nm chip factory will be larger than any of the current factories."

"In the future, after the mobile phone chip is upgraded, the automotive-grade chip can also be upgraded to 40 nanometers, and even I think that ninety percent of the automotive-grade chips only need to use the 40 nanometer process at most."

"So the 40nm process will be a very important process for me in the future."

As soon as Cao Yang said this, Zhang Jing and Pan Jinxing were stunned for a moment.

This plan is at least a year ahead of schedule.

To correspond, everyone is busy.

The most important thing is that this kind of action is not simply for them to move on their own, but to pull the entire industrial chain together.

However, the boss has already spoken, and Nanshan Semiconductor and Nanshan Equipment have relevant challenge capabilities, so it is natural to roll up your sleeves and work hard!

(End of chapter)