Chapter 635 America's vigilance, MediaTek sues

"Mr. Cao, do you have confidence in Transsion?"

Although Cao Yang's answer was much better than Zhu Zhaohai expected.

But this made Zhu Zhaohai have some more questions and concerns in his heart.

Nanshan Group can't be fooling itself, right?

Or is there some clause behind it?

"I think Mr. Zhu, you choose to avoid the domestic market and choose to put the main market in Africa, which is a very good choice."

"There are more than one billion people in Africa, but the market there is not particularly focused on by the mobile phone giants."

"After all, the low spending power there has become the consensus of many people."

"But I think that's why it gives Transsion a chance."

Cao Yang is still very willing to have a good chat with the alternative mobile phone giants in the future.

This is a company known as the "King of Mobile Phones in Africa".

"Are you also bullish on the African market?"

Zhu Zhaohai suddenly had a lot of smiles on his face.

To be honest, Transsion relied on OEM business for customers in Southeast Asia and other places before, and its development was okay.

Not everyone within the company supported his decision to fully stud the African market.

Now unexpectedly hearing the affirmation of his decision-making from a successful businessman like Cao Yang, Zhu Zhaohai has a feeling of "heroes see the same thing" in his heart.

"I am optimistic about the future of Transsion led by President Zhu in Africa!"

Cao Yang's answer made Zhu Zhaohai's blood boil all of a sudden.

Although he is older than Cao Yang, he is never older than his age in the mall.

Nanshan Group is now a large enterprise in China, holding a bunch of core technologies.

What about Transsion?

It is said that there is a gap between mosquitoes and elephants, and no one will deny it.

"Mr. Cao, we have our own uniqueness in cost control, and we can produce mobile phones with very competitive costs but not bad quality."

"There must be a great demand for this type of mobile phone in Africa."

"We are ready to deepen the African market and build Transsion into the largest mobile phone company in Africa."

"Even in order to avoid making everyone think that Transsion is a Chinese company, I plan to set up two new brands to use in Africa."

"I hope that one day, everyone in every African country will recognize Transsion as their country's brand."

"In the future, if the production increases, we can also consider building some assembly plants in the local area to further enhance the company's local influence."

"Because the overall consumption power in Africa is not very high, the price of mobile phones cannot be very high, and many mobile phone giants are not looking at this market."

"If we go to develop first, we hope to become the king of this market......

Zhu Zhaohai was very excited, talking about his thoughts endlessly.

He is not afraid that Cao Yang will take his ideas to develop in Africa, and not many people can afford high-end mobile phones like Honor mobile phones in Africa.

Now the Honor mobile phone, which has just begun to go abroad, has also begun to be sold in developed countries.

"Mr. Zhu, if Transsion wants to enter the African market in a big way, the funds should be a little tight, right?"

What Zhu Zhaohai said, Cao Yang didn't particularly care.

All he needs to know is that the end result is that Transsion has become the king of mobile phones in Africa, and at its peak, the annual sales of mobile phones in Africa can reach 170 million.

For such a potential enterprise, Nanshan Investment must not be missed.

In particular, Transsion's sales volume is very attractive to Nanshan Semiconductor.

Such a large demand for chips, even if it is only a relatively low-end chip, can help Nanshan Semiconductor expand its influence and amortize various R&D costs.

For a chip company, sales volume is definitely a very important factor.

"Indeed, although the development of Transsion has been relatively smooth in recent years, the money earned is not very much."

Zhu Zhaohai replied while thinking about the meaning of Cao Yang's words.

There was even a hint of anticipation in his heart.

Without waiting for him to think about it, Cao Yang said directly: "Nanshan Investment, a subsidiary of Nanshan Group, can consider investing two to three percent of Transsion's shares at an appropriate price. ”

"Together, the two sides will take the strategic partnership one step further."

As soon as Cao Yang's words landed, Zhu Zhaohai immediately said: "No problem, we can give up to 30% of the shares, and we will sort out the relevant information later, and then communicate with Nanshan Investment." ”

Obviously, Zhu Zhaohai has also heard about the investment in Nanshan.

In recent years, as long as Nanshan has invested in the company, the development is very good.

Nanshan Group is a big tree, and many small enterprises want to lean on.

Cao Yang knew that Transsion would be able to become the king of mobile phones in Africa in the future, but Zhu Zhaohai didn't know it.

Although he is optimistic about the African market, he believes that the company's future development in Africa will not be bad.

But to what extent it can develop, he has no answer at all.

Now Cao Yang took the initiative to propose that Nanshan Investment could take a stake in Transsion Mobile Phone, how could he refuse?

Even if it is a free gift of two or three layers of shares, as long as it can be exchanged for closer cooperation, Zhu Zhaohai feels that it is worth it.

What's more, judging from Cao Yang's words, Nanshan Investment is ready to take out some funds to buy shares with real money.

At this time, after hesitating for a second, Zhu Zhaohai felt that it was all an insult to his vision!

Regarding Zhu Zhaohai's choice, Cao Yang was not surprised at all.

To be able to stand out among a bunch of copycat machine manufacturers and become the world's TOP5 mobile phone at its peak, Zhu Zhaohai's vision is definitely not bad.

The benefits of in-depth cooperation with Nanshan Group, Zhu Zhaohai is obviously very clear.

And for Nanshan Group, this cooperation is also a win-win situation.

Not to mention how much the funds taken out now can appreciate in the future, the benefits brought to the business expansion of mobile phone parts such as Nanshan Semiconductor and Nanshan Auto Parts alone cannot be measured by money.

How many domestic chip companies have no way to develop, just because they can't find a market.

The most typical is still a vehicle-grade chip.

Ming's technical threshold is not particularly low, but because the parts that need to use chips in the past are generally international auto parts giants such as Bosch and Denso, they will never consider buying chips from Huaxia's chip companies, so even if Huaxia's chip companies can produce qualified chip products, you have no chance to prove yourself.

Not to mention how much market it can grab.

That is, the emergence of Nanshan Group has changed this situation a lot.

……

When Nanshan Semiconductor conquers the city in the Huaqiang North copycat market, MediaTek's chip sales will naturally decline.

At the beginning, due to the layers of relief such as agents in the middle, people had no way to feel it directly.

But after a few weeks, the sharp decline in orders was naturally exposed.

After Luo Li, the head of MediaTek's sales department, found that the situation was wrong, she personally flew to Huaqiangbei and quickly figured out the situation.

In this way, she naturally realized the seriousness of the situation and immediately flew back to the headquarters to report to MediaTek's president Cai Mingjie.

"Mr. Cai, Nanshan Semiconductor has now launched a turnkey solution based on smartphone solutions specifically for the Huaqiangbei market, whether it is to buy chips or motherboards, they can directly meet the needs of customers."

"On the side of Huaqiangbei, there is a company called Yingang Trading, which specializes in agency services for the related business of Nanshan Semiconductor."

"In the past two months, Yingang Trading's weekly shipments have increased, which has had a very direct impact on our chip shipments."

"If this situation is allowed to develop, then our market share in Huaqiangbei in the future is likely to be directly robbed of half."

Luo Li took the information she sorted out and reported to Cai Mingjie.

This situation obviously shocked Cai Mingjie!

Mobile phone chips, there are actually local manufacturers competing with themselves for the market?

Wasn't this the exclusive territory of chip companies such as Qualcomm in the past?

MediaTek has come up with a turnkey solution, which has greatly reduced the threshold for mobile phone production, which has led to rapid growth in recent years.

Now Nanshan Semiconductor wants to learn MediaTek, this thing must be intolerable.

"Didn't Nanshan Semiconductor's previous focus be on automotive-grade chips?"

"As a subsidiary of Nanshan Group, the demand for automotive-grade chips is the original intention of Nanshan Semiconductor, right?"

Obviously, as one of the most famous companies in China, Cai Mingjie must also know something about the situation of Nanshan Group.

In particular, Nanshan Semiconductor has purchased a lot of chips over the years, and MediaTek also wants to do business with Nanshan Group, but it has not been successful.

Now the business is not successful, but it has become a competitor.

This must be intolerable!

"At the beginning, the chips produced by Nanshan Semiconductor were indeed automotive-grade chips, and some of the chips used in Nanshan gearboxes were produced by Nanshan Semiconductor."

"But after I heard that Honor mobile phones went on sale, Nanshan Semiconductor began to consider the production of mobile phone chips in order to meet Cao Yang's target requirements for 100% localization of Honor mobile phones."

"However, Honor mobile phones take the high-end route, and Nanshan Semiconductor's existing mass production equipment cannot produce products comparable to Qualcomm."

"Originally, I thought that they would wait for a few more years to consider entering the mobile phone chip market after the technical level improved."

"I didn't expect them to be ingenious and set their sights on the copycat market in Huaqiangbei."

"Compared with Honor mobile phones, Huaqiangbei's copycat machines have much lower performance requirements for chips."

"These manufacturers are more concerned about customized services and low prices, which are the advantages of Nanshan Semiconductor."

"Over the years, Nanshan Semiconductor has also recruited a lot of people, and the R&D team is very large, and those customized needs are not a problem for Nanshan Semiconductor at all."

Luo Li's answer made Cai Mingjie's heart chill.

The situation is even more unfavorable than I thought.

For Qualcomm and Deyi, Cai Mingjie is very confident.

After all, MediaTek's turnkey solution, the chips produced are not particularly high-end products.

These products are even obsolete from Qualcomm and Deyi.

But for Shangnanshan Semiconductor, Cai Mingjie has no confidence.

Nanshan Group in China is definitely an opponent that no one dares to despise in the industry.

MediaTek vs. Nanshan Semiconductor, Cai Mingjie is not sure to win against others.

"If we also come up with a new generation of turnkey solutions for smartphones, do you think we can reverse the current situation?"

Although he has no confidence to win, Cai Mingjie will definitely not give up so easily.

Over the years, he has successfully developed MediaTek into the world's third largest chip design manufacturer, and his ability and courage are not bad.

Now he just encountered a problem that he had not encountered before, and he could not surrender when he encountered a problem.

For MediaTek, although Huaqiangbei's business is not the only one, it occupies the majority of the chip business.

If this piece of the market is lost, then it will definitely hurt the bones.

"Launching a turnkey smartphone-based solution can certainly alleviate our current situation, but it may not be so easy to reverse the decline in market share."

"Unless our price can be lower than that of Nanshan Semiconductor, and the service is better than others."

"But it's very difficult, people have unique local advantages, and it's very difficult for us to compare."

"In particular, Nanshan Semiconductor not only designs its own chips, but also produces its own chips, and such companies are very strongly cared for in the local area."

"Even if the technical level is not good, there are people who will find a way to help pull orders."

"What's more, the level of Nanshan Semiconductor is actually not bad, and the performance is even better than the chips we sell now."

Luo Li didn't mean to hit her boss, but wanted to accurately convey the current situation.

If the company makes the wrong decision because of its own inaccurate information transmission, that consequence is absolutely unacceptable.

"Since conventional methods can't get Nanshan Semiconductor, can we think of some unconventional methods?"

After a moment of silence, Cai Mingjie gloomily proposed an idea.

As the person in charge of a chip company, Cai Mingjie is very clear about the pattern of the international chip market.

In the field of semiconductor industry, the United States is definitely the king.

The highest-end chip technology is basically in the hands of American companies, or in the hands of companies that they allow to master.

Nanshan Semiconductor, as a local enterprise in China, is definitely not an American chip company that is willing to see their rapid development.

"If we come forward ourselves, the effect should be there, but it is estimated that it is relatively limited."

"I think if you want to go this way, then you can cooperate with Qualcomm and Deyi, and let them come forward to suppress Nanshan Semiconductor."

"Especially before taking advantage of the financial crisis, Nanshan Semiconductor acquired Nvidia, and now Nvidia's market value has recovered rapidly, and even doubled several times."

"This situation will definitely make some giants on Wall Street dissatisfied, which is equivalent to the fattest meat being eaten by Huaxia enterprises."

"If we make a fuss about Nanshan Semiconductor's acquisition of Nvidia and the impact of Nanshan Semiconductor's development and growth on American chip companies, and even the promotion of China's military industry, I think it should still have some effect."

"We can even unite companies such as TSMC, Samsung and ASML, and we can come forward to suppress Nanshan Semiconductor."

"The world's semiconductor industry has fallen into a situation of overcapacity for many years, and there is no need for so many semiconductor companies."

"In particular, Nanshan Semiconductor, an enterprise that relies on its own financial advantages and ignores market demand, frantically expands production capacity, will lead to further deterioration of the global semiconductor supply situation."

"Originally, this year's economy recovered rapidly, and the recovery of the semiconductor industry should also be relatively good."

"But now the recovery situation of us and TSMC and other companies is not optimistic."

"Nanshan Semiconductor will definitely let Honor mobile phones use its own chips in the future, which will bring very direct losses to Qualcomm."

"I believe they should be very interested in taking the lead in standing up against Nanshan Semiconductor."

Luo Li is also an old man who has been deeply involved in the semiconductor industry for many years.

Naturally, we know how to maximize the use of non-market means to deal with Nanshan Semiconductor.

These methods, if dealt with ordinary enterprises, may not necessarily be useful.

But it is definitely very effective to deal with the sensitive industry of semiconductors.

Nanshan Group already has a Nanshan carbon fiber sanctioned, so it doesn't seem strange to add a Nanshan semiconductor in the future, right?

Hearing Luo Li's words, Cai Mingjie quickly made a decision.

He personally flew to the United States with a team and began his lobbying trip.

Soon, there was an undercurrent surging in the semiconductor industry.

"Mr. Cao, companies such as Qualcomm, ASML and TSMC seem to be brewing something to deal with us."

Zhang Jing has been in the semiconductor industry for so many years, so he naturally has his own connections.

Besides, Nanshan Semiconductor has so many employees, and basically the old owner is also all over the major chip companies.

It's also normal to get some informal messages.

There are no real secrets in this world.

"Qualcomm, ASML, TSMC?"

As soon as Cao Yang heard the names of these companies, some thoughts popped up in his heart.

These chip companies and chip equipment companies have to deal with Nanshan Semiconductor, which is basically expected.

It's just that I didn't expect to move again so soon.

It seems that the development of Nanshan Semiconductor during this period has aroused people's vigilance.

"Yes, our mobile phone chip shipments have increased rapidly in the past two months, and at this current pace, it is very certain that the shipments in September will exceed 3 million."

"This order of magnitude change has already made some competitors feel our impact."

"In particular, the smartphone chip market is not as big as traditional mobile phones, and the emergence of Nanshan Semiconductor is even more eye-catching."

When Zhang Jing reported the news to Cao Yang, he naturally thought about the reason for this incident.

If people want to deal with you, the first thing is that you have something worth dealing with.

Otherwise, when have you ever seen chip companies like Qualcomm or Intel deal with Lenovo?

As the only chip company in China that is engaged in the whole industry chain, Nanshan Semiconductor is not just attracting everyone's attention today.

It's just that Nanshan Semiconductor used automotive-grade chips by the production group itself before, and its influence was still relatively small.

In addition, in the eyes of chip giants, automotive-grade chips subconsciously think that they are relatively backward products.

Therefore, although there are some means of suppression, the intensity is not very large.

Now Nanshan Semiconductor has begun to enter the smartphone chip, which can be regarded as the cheese of the giant.

"The market we have recently seized is basically the market of MediaTek, right?"

"Qualcomm shouldn't have too much market in Huaqiangbei."

Zhang Jing also immediately replied to Cao Yang's question, "That's true, but MediaTek's own chips are given to TSMC foundry, and TSMC is the foundry of Qualcomm and other companies, and the information behind this is the same." ”

"The United States has always held the right to speak in the semiconductor industry, and now that Nanshan Semiconductor may threaten this situation, there will definitely be some reactions."

"Mr. Cao, I think they are likely to make further restrictions on us on the equipment in the next step, and at the same time, there may be some actions on the materials."

"At the same time, we warn that some companies are not allowed to use our products, or prohibit the sale of goods using our products in the United States."

"These are all things that can happen."

"If the other party reacts too aggressively, it is possible to be sanctioned directly like Nanshan Carbon Fiber."

Zhang Jing brought up several bad situations.

Be prepared to avoid being attacked by others.

"Your analysis makes sense, and these things are indeed possible."

"It seems that it is necessary for Nanshan Equipment to further accelerate the research and development progress of domestic equipment."

"The research of the lithography machine has been completed before, and the progress of the etching machine is relatively smooth, and some other equipment is also being introduced into some domestic manufacturers into the chip equipment industrial park."

"Except for a few special raw materials, I hope that most of the equipment will be produced domestically within the next year."

"Whether it is ASML or other equipment manufacturers, we want them to know that Kananshan Semiconductor is an unrealistic proposal, and it is the right way for everyone to develop together within the rules."

Sanctions are certain to be encountered.

However, Cao Yang definitely hopes that this day will come as late as possible.

In this way, Nanshan Group has more time to prepare.

Some things still take some time to research and produce.

Even with Cao Yang's special guidance, it still takes time.

You can't just pop up a new device for nothing.

"At the next group ministerial meeting, I will sort out the relevant topics and put them forward with you."

"All business divisions work together, and the equipment and raw materials related to the chip industry will definitely have the opportunity to be done."

In a short period of time, Zhang Jing can only adopt these plans.

Chip companies in the United States have been vigilant, and the survival situation of Nanshan Semiconductor will definitely be more severe in the future.

(End of chapter)