Chapter 760 A charger has been played out, this is the beauty of the material breakthrough
Gallium nitride is a good thing.
Anyone who works in semiconductors knows this.
In the past, everyone thought that the preparation of gallium nitride single crystals was very difficult, especially the preparation of high-purity gallium nitride crystals in large quantities, which was a world-class problem.
Although many enterprises have made some progress in recent years, they have not yet achieved real large-scale production.
Now Nanshan Semiconductor suddenly jumped out of the crack in the stone, saying that it had mastered the gallium nitride power components, which naturally brought huge pressure to many semiconductor companies.
"Pat, what impact do you think the emergence of gallium nitride power components in Nanshan Semiconductor will have on the semiconductor industry?"
As the CEO of Intel, Otellnine must attach great importance to the dynamics of the semiconductor industry.
Although Intel has not previously focused on GaN power devices, he knows that industry giants such as Infineon, onsemi, Deyi and STMicroelectronics are already working on it.
Now he didn't hear the movement of the industry giants, but he first heard the bad news from Huaxia, and he definitely wanted to assess the impact of this matter.
"This kind of power device has no great use in computers and mobile phones, whether it is CPU or memory, it basically has nothing to do with GaN power components."
"On the contrary, there are relatively large application prospects in some LED diodes and radars, chargers for electric vehicles, etc."
"Nanshan Semiconductor is the first to produce GaN power components, which is likely to lead to breakthroughs in LED, radar and new energy vehicle technologies."
As the CTO of Intel, Pat naturally understands the performance of gallium nitride very well.
However, he is not particularly worried, because according to the information he has learned, the research on gallium nitride in the United States has also reached the stage where it can be mass-produced.
At most, he was preempted by Nanshan Semiconductor, and he felt that it was not very significant.
Of course, Pat is only looking at things from the perspective of technological development.
I think that as long as the semiconductor technology on the American side is not surpassed, the problem is not very serious.
Unlike John, radar and other technologies that were originally ahead of Huaxia are now likely to be equaled or even surpassed, and they immediately became anxious.
is used to being the boss, and he is unwilling to sit on an equal footing with others.
"Huaxia can produce gallium nitride, which shows that the production of gallium nitride is not as difficult as everyone thinks."
"Why haven't there been any major breakthroughs in the last few years?"
Otellenne continued to ask.
"It is not so difficult to produce GaN, and GaN products have been used in LDE lamps for a long time."
"But it is very difficult to produce high-purity GaN crystals, and then produce high-quality GaN power components."
"One of the biggest difficulties is the production equipment of gallium nitride crystals, which needs to form high-purity gallium nitride crystals in a relatively harsh working environment."
"As long as there are qualified GaN crystals, the production of GaN power components is not a particularly difficult thing in itself."
"After all, the production process of power components is already relatively mature, as long as it is properly adjusted."
As soon as Pat explained this, Ou Dening's question was not completely eliminated, and he then asked, "Hasn't Huaxia's strength in the field of high-end equipment always been relatively weak?" ”
Hearing his boss still ask this, Pat was also very helpless.
Before the advent of Nanshan equipment, Odenine's understanding was naturally no problem.
However, Nanshan Equipment has not only made high-precision five-axis CNC machine tools and other products out over the years, but also produced even lithography machines by itself.
Now it is still said that Huaxia's high-end equipment industry is not good, then we must pick out the Nanshan equipment.
"Ou Dening, Nanshan Semiconductor has a brother company that is Nanshan Equipment, I think you should also have an impression."
"I speculate that the production equipment for gallium nitride crystals was developed by Nanshan Equipment."
Pat didn't explain much, he simply said what he thought.
However, when it comes to Nanshan equipment, Ou Dening also immediately thought of the content of the exchange between the president of ASML and himself, and naturally he also knew it.
Fortunately, he is glad that Intel has not invested any resources in this area, and whoever eats the market for GaN power devices will not have much impact on it.
However, other manufacturers are different.
Everyone is paying attention to this special recommendation meeting of Nanshan Semiconductor.
……
"Mr. Cao, now many semiconductor companies have consulted us about the purchase of gallium nitride crystal production equipment, and I feel that many companies have taken a fancy to the gallium nitride market."
Seeing that the gallium nitride power components recommendation meeting is about to be held.
Pan Jinxing felt that it was necessary to report some situations in the industry to Cao Yang.
So he pulled Zhang Jing from Nanshan Semiconductor to come over to report to Cao Yang.
"There are also some people who ask us to buy GaN power components, but most of them want to get samples for testing before finalizing the order."
Zhang Jing added the situation on Nanshan Semiconductor's side on the side.
As the company's new fist product, Zhang Jing still attaches great importance to gallium nitride power components.
He is even ready to build this component into one of Nanshan Semiconductor's fist products.
If a company doesn't have a few well-known fist products, it will be missing something.
At present, Nanshan Semiconductor lacks impressive fist products.
Whether it is a computer CPU, a mobile phone chip, or a vehicle-grade chip, it is actually produced earlier by other manufacturers in the industry.
In this case, others are not so impressed by similar products of Nanshan Semiconductor.
"As long as there are high-purity GaN raw materials, there should be quite a lot of manufacturers that can produce GaN power semiconductors."
"After all, the threshold for this kind of part is mainly in the raw materials."
"At present, the equipment for the production of gallium nitride crystals of Nanshan equipment should be at the forefront of the industry."
"It's rare that we can also card others, and this opportunity naturally cannot be given up."
"Until other manufacturers develop equipment comparable to ours, we will not sell equipment to the outside world for the time being."
"Of course, think about the reasons."
Without any hesitation, Cao Yang made a general direction plan for the sales of gallium nitride crystal production equipment.
High-precision equipment, if it is sold everywhere, there is no way to reflect the importance of Nanshan equipment.
It is also not in line with the interests of Nanshan Equipment.
"The reason is easy to say, if it doesn't work, quote a very high price, and scare off a large number of customers first."
"If people are willing to buy at a high price, then we will give a longer delivery cycle."
"If no other competitor produces similar equipment during this lead time, then we will find a reason to continue to delay the delivery."
"If a peer produces it, then we can deliver the order on time or even ahead of schedule."
Pan Jinxing is also a human spirit now.
Nanshan Equipment has worked hard in the field of various equipment for so many years, and it can be regarded as seeing more competitors' various operations.
The proposal he had just come up with was only one that his competitors had used in the early years.
Now continue to take it out for reference and use, silky without any problems.
"If the equipment is not sold, then our gallium nitride power components can do a unique business for at least a year."
"We can even sell GaN power components instead of the final product."
"For example, the production of chargers for new energy vehicles can be purchased from Nanshan auto parts."
"If you want to use it in various mobile phones and computer chargers, you can also directly find Honor Technology or Nanshan Auto Parts to buy."
Combined with Cao Yang's thoughts, Zhang Jing interjected beside him.
"Is it better for Honor to launch fast chargers for Honor phones, PADs, and smart watches?"
"In this way, we can further improve the brand power of Honor Technology."
"As for other manufacturers who want to follow up, they will either buy gallium nitride power components from Nanshan Semiconductor at a high price, or wait for other semiconductor manufacturers to produce similar products."
Cao Yang did not agree to Zhang Jing's proposal, but proposed a new idea.
Selling chargers is expensive, and the average mobile phone manufacturer will definitely not be able to bear it, and consumers can't afford such an expensive product.
But if it is sold cheaply, it will bring down the style of the gallium nitride charger.
This is not good for Nanshan Semiconductor and Honor Technology.
It's better to use it for Honor Technology first, and then if others want to use it, they can only use it at a high price.
Let consumers know that the things used by Honor Technology are all good things and have high value.
"That's fine, it just so happens that when we show this time, we use mobile phone and computer chargers as the main display products."
"The time for other products is too short, and no samples have come out."
Zhang Jing immediately realized that Cao Yang's proposal was indeed better.
So I'm definitely not going to argue about anything.
"Mr. Cao, our equipment is not sold, power components are sold, but the price will be relatively high."
"At this time, some people may ask Nanshan Semiconductor to buy raw materials for gallium nitride."
Pan Jinxing reminded him beside him.
Obviously, this situation is entirely possible.
"This is also very simple, the price of raw materials is also a little more expensive."
"If you don't mind, sell it to them."
Cao Yang asked Zhang Jing to hold this recommendation meeting, originally wanting to make a name for gallium nitride power components, so that its sales could grow rapidly.
Only when sales go up, can the relevant production lines be moved, the cost can be reduced, and the technology can be further improved.
Of course, although the cost has come down, as long as there are no competitors, the price will definitely not come down so quickly.
A brand new product comes out, the price is a little more expensive, and everyone must be more acceptable.
After all, Nanshan Semiconductor can be said to have spent a huge amount of R&D funds to research this product, and the related expenses need to be recovered.
This is the same as some Western medicines, if you simply look at the production cost, the cost of a bottle of medicine may be less than 10 yuan.
However, other pharmaceutical factories directly sell a bottle for hundreds of yuan, or even thousands of yuan, or tens of thousands of yuan.
As long as the drug is a good medicine and there is no substitute on the market, then the price is very expensive and many people can accept it.
The situation is similar for GaN power devices.
After determining this general direction, Nanshan Semiconductor's recommendation meeting will naturally be carried out in an orderly manner.
Every employee in charge of reception is very clear about the company's policies, and the words are almost the same.
……
"This charger is the world's smallest full-voltage GaN fast charger, and its size is very small, with a size of only 30.5×29×38.4mm."
"In short, you can fit in your pants pocket and it won't show the feeling that you're carrying something."
"Then there is its fast charging efficiency, for example, HONOR4, full charging at full speed for 30 minutes to fill 80%, this speed for smartphone users, is a lifesaver."
"Due to well-known reasons, many large-screen smartphone users can't wait to carry a mobile power bank on their bodies every day, and the first thing they do wherever they go is to find a power bank, and it is really convenient to have this kind of fast charging."
"In addition, this charger is more friendly to old mobile phones, we all know that old mobile phones are easy to get hot when charging, and then after charging, you hurriedly take it away and take it on your body to feel a little panicked, and I have been worried about whether the battery will explode for a while."
"GaN chargers have a relatively stable charging process and a slower temperature increase during charging, which helps to reduce temperature risks during charging......"
Although it is the home of Nanshan Semiconductor, Xia Qingqing, the general manager of Honor Technology, personally appeared at the recommendation meeting to promote mobile phones and computer chargers to everyone.
Fast charging, low temperature charging, long life, high safety and environmental protection.
Any one of these advantages is taken out separately, and there is a certain publicity.
When the five advantages are combined, it is even more different.
For example, Xiaomi and Lenovo are mainly producing low-end and cost-effective mobile phones, and there are not so many requirements for chargers.
But for Apple's and Samsung's high-end smartphones, it's a completely different story.
If others don't have it, and you don't have it, then consumers don't feel anything.
But if someone else has it, but you don't, the situation is different.
Everyone spends a lot of money on high-end mobile phones or computers, but people have fast chargers, you don't, how can this work?
Apple, which has been paying attention to the movements of Honor Technology, first became anxious.
"Mr. Wang, although the charger is just a not so conspicuous accessory, but now that Honor Technology has taken it out to promote it separately, our performance is much behind others, and it will be more passive."
Lin Rong came to Wang Ziming's office worriedly.
Apple's global development is thriving, but it is more difficult in China.
It's already a very uncomfortable thing.
Now Honor Technology has to make some further moves, which will have an impact on Apple's sales in China and around the world.
Especially in the global mobile phone business, consumers are now very dissatisfied with the high power consumption and the need to charge it every day.
If the charging speed is fast, it can obviously alleviate everyone's dissatisfaction.
"Isn't this gallium nitride power component mainly used in radar?"
"Why is it that Nanshan Semiconductor first used it in the charger of Honor Technology?"
Wang Ziming's mood was also a little bad.
The feeling of being pressed and beaten must be very uncomfortable.
He also has some knowledge about gallium nitride.
Because of this, it is even more depressing now.
He thought that after the new materials in the semiconductor industry came out, they would first be used in the military industry, and they would enter the civilian market many years later.
For so many years, it's been this rhythm.
Why don't you play according to the routine now?
"Nanshan Semiconductor did not specifically announce the R&D background of their gallium nitride project, who knows if people have already used it in military parts?"
As soon as Lin Rong said this, Wang Ziming found that he was speechless.
Yes, Nanshan Group has produced a lot of materials or products related to the military industry, and gallium nitride power components must have been used if they are very suitable for military use.
Otherwise, it would be impossible for people to take it out directly for civilian use.
"Let's sort out the information on Honor Technology and Nanshan Semiconductor as soon as possible, and report it to the headquarters."
"I think the fast-charging charger must be studied and pushed out as soon as possible by the headquarters."
"Even if the gallium nitride power components are purchased from Nanshan Semiconductor, it is better than nothing."
Wang Ziming naturally knows very well how bad Apple's impact would be if there was no fast charger.
You position yourself as a high-end product, and you always say that you want to provide consumers with the most high-end products.
But on the small charger, he was slapped in the face.
This thing must not work.
"Well, I'll arrange for someone to sort it out right away."
"Since the other party has made such a recommendation meeting, it is obviously ready to sell the product to various companies."
"Even if we are competitors, it shouldn't affect this kind of sales."
"It's like we have some parts that we bought from Samsung."
Lin Rong is not too worried that Nanshan Semiconductor will not sell GaN power components to Apple.
She was afraid that the people at the headquarters would drag this project for the sake of face, which would be embarrassing.
In the same way, the people of Apple Huaxia can see this situation, and the people of Samsung Huaxia are not bad.
"Chai Hang, find a way to find a few dealers as soon as possible to consult Nanshan Semiconductor about the specifications and sales prices of gallium nitride power components."
"It's disgusting that Honor Technology uses this thing on a mobile phone charger."
Lee Jae-rim is a little angry now.
Samsung's smartphones are basically famous for their large screens.
The screens of their various phones are generally larger than those of Apple phones.
And the screen is also produced by Samsung itself, which can be regarded as an advantage for them.
But when the screen is large, the power consumption will definitely be large.
In 2012, the technical level of lithium batteries was certainly not as advanced as ten years later.
Therefore, Samsung's large-screen mobile phones also need to be charged every day, and even used with power banks.
In the past, it often took several hours to fully charge.
Now that Honor Technology uses a GaN charger, it can be fully charged to 80% in 30 minutes.
Considering that most of the time you don't wait until there is no power to start charging, it may actually be enough to charge for ten minutes at a time.
In this way, the advantages are very obvious.
For things like laptops, people may not be so sensitive to charging time.
After all, when you want to use a laptop, most of them need to be used in a fixed place, and the anxiety about charging is not so serious.
But mobile phones are different, they follow themselves anytime and anywhere.
If there is no electricity, it is something that cannot be accepted in any way.
"No problem, I'll arrange it right away."
"However, I estimate that the sales price of this component will be very high at the beginning, and we estimate that the cost will rise by at least 100 yuan after we produce it as a charger."
"That will affect the revenue of our mobile phones."
Chai Hang thought of something that would almost certainly happen, and that was that the price of GaN chargers would definitely be higher.
The most troublesome thing is the same charger, Samsung's may be much higher than Honor's.
Because gallium nitride is produced by Nanshan Semiconductor.
"If it's too expensive, then we can use the ordinary charger as a standard accessory, but consumers can also buy the fast charger we officially pushed."
Li Zailin immediately thought of a compromise plan.
Anyway, my Samsung has to have a GaN charger, as for whether it is standard or to spend money to buy, that's another matter.
"This is also a way, but the best solution is to let those people in the semiconductor division also produce gallium nitride power components as soon as possible, otherwise if we buy components from Nanshan Semiconductor at that time, it will definitely be bad news for our brand power."
"I'm even worried that Honor Technology will deliberately talk about this matter at that time."
Chai Hang now deeply feels how unfavorable public opinion on the Internet in China is to Samsung.
He could vaguely feel that there should be a force behind him pushing this matter.
So anything that is easy to be caught by others, he wants to avoid as much as possible.
"I'm sure I'll communicate with the semiconductor division, but I haven't heard of a special research on gallium nitride at the headquarters."
Lee Jae-lin was in charge of the semiconductor business before, so he has a good understanding of the relevant situation.
Samsung's layout in the mobile phone industry chain is relatively complete, but it is impossible to really produce everything by itself.
In particular, gallium nitride power components are now used in chargers, and Samsung used to buy this part from a common product from suppliers.
It can be said that Samsung has never thought about what to do in this article before.
"As a very important type of third-generation semiconductor materials, gallium nitride must also be studied by major semiconductor manufacturers around the world."
"Do we also ask our colleagues in the purchasing department to contact other semiconductor companies to see if there are any similar products?"
Deep down, Chai Hang doesn't want Samsung's products to have parts of Nanshan Semiconductor on them.
In his opinion, the collapse of his former club Nokia so quickly is the fault of Honor mobile phones.
Now after Samsung, life is not as comfortable as imagined, and it has a lot to do with Honor Technology.
In this case, how could he have any good feelings for Nanshan Semiconductor?
He wished that all the enterprises of Nanshan Group were unlucky.
"Yes, naturally, yes, but so far I haven't heard of any company that has launched similar mass production products."
"I don't think it's so optimistic."
As soon as Li Zailin finished speaking, Chai Hang's mood became even worse.
Is this forced to use Nanshan Semiconductor's parts?
(End of chapter)
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