Chapter 1391 Different Models
Zhou Zhi smiled and said: “I firmly believe that in the future, the semiconductor industry will become more and more specialized in all aspects. Even a large group like Samsung that adheres to the IDM model will not be able to compete in the industry. In terms of manufacturing, we have to split design, manufacturing, packaging and testing, and sales into several subsidiaries.”
“This is capital. It is an inevitable choice to pursue cost reduction and efficiency improvement. It is also an inevitable requirement for the industry to improve product quality." Zhou Zhi said: "If Samsung's joint venture factory in Zhangjiang is successfully completed in the future, will it surpass the two aspects of memory chip manufacturing and packaging? There is an increasing tendency to seek foreign foundries with lower costs, greater output, and controllable quality, and focus on design and sales.”
“When? Of course, we are just discussing one possibility now." Zhou Zhi continued: "But Ms. Zhang, isn't the purpose of our joint venture to build this memory chip factory just to make it prosperous? Its ultimate and best vision is that such cooperation can reduce costs to a minimum, maximize production, and put products into the world's most promising markets. Can we seize a larger market share around the world with our price advantage and quality control advantage?"
"I really can't refute Mr. Zhou's vision," Zhang Siluo said on his face. There was some embarrassment: "Because this is also one of my expectations, but we Samsung itself is engaged in IDM, and the method Mr. Zhou mentioned..."
"We might as well understand it this way." Of course Zhou Zhi knew what they meant, so he guided the direction: "In this inspection, we will focus on the connection between various product departments, and will not examine the specific business of each department."< br>
“After all, everyone knows that we are engaged in management. The great men of our country have said that science and technology are the primary productive forces, but Let me extend this further, management science should be the productivity within productivity. "
"As for the design and production of memory chips, these in-house technical experts are responsible. What we care about is more after the design is completed. How to deliver it to the production process, and how to deliver it to the packaging and testing process after production is completed.”
“To further refine it, take design as an example. How to collaborate among the three major departments of EDA - design, simulation, and verification; how to coordinate, introduce, and open up the hard core, solid core, and soft core of the IP core; how to deliver the chip manufacturing department after the design is completed, and its internal equipment, How to coordinate the advantages of technology and materials..." Zhou Zhi made it very clear: "We are more concerned about these and want to investigate "
"Although Samsung is engaged in IDM, Ms. Zhang, we might as well regard your group's chip design department as the Fabless model and the production department as the Foundry model, plus Packaged OSAT, consider the possibility of Samsung trying to outsource business from this perspective.”
"As the saying goes, if you don't think long-term, you will have immediate worries. As a strategic thought reserve, I think this itself is an interesting topic about corporate management, and it also includes managers of Samsung headquarters and regional leaders like Ms. Zhang. Everyone should be interested, including "
Speaking now, Zhang Siluo has begun to admire the young man in front of him. As Zhou Zhi said, it is true that Samsung is engaged in the IDM system from beginning to end, which itself is in line with Samsung. culture and the national conditions of South Korea. However, the concept of strategic thought reserve still made Zhang Siluo's eyes shine.
Although companies do not need to take that path now, it is not without benefit to theoretically study what kind of approach it would take if they took that path, and analyze the pros and cons that would result.
The first thing is to be fully prepared for any transformation that may occur in the future, without having to panic when the time comes.
Secondly, even if you do not transform, you can still have a clearer understanding of the ideas, methods, and future development of competitors who adopt this model, so that you can develop more flexible and effective response strategies.
I can use other people's tactics, but I can't understand other people's tactics. This is what Zhou Zhi pointed out to Zhang Siluo. It is still a win-win idea, and this idea itself has obvious benefits for Zhang Siluo, who is responsible for building the joint venture factory, because after simulating this idea first, if the memory chip factory really explodes in the future with enough production capacity for the headquarters to rely on, Zhang Siluo will We are fully confident that we can push the headquarters to try this direction. The headquarters is responsible for the design, and Zhang Jiang is responsible for the foundry. It will naturally transform into a carefully planned industrial vision.
Thinking of this, Zhang Siluo's heart became a little hot. When the time comes, his status in the enterprise will of course rise with the tide.
"I understand what Mr. Zhou means." Zhang Siluo nodded and said: "Mr. Zhou's thinking is indeed broad. Then we will adjust the focus of this inspection. I will work overtime tonight and follow Zhou's instructions. Let’s re-design the inspection plan according to your ideas. We will continue the discussion on the way to the airport tomorrow morning.” , look at their work attitude.”
"Thank you for your hard work." Zhou Zhi also admired Zhang Siluo's vigorous and resolute work ability. He could come up with a readjusted inspection plan in one day and night, which is not something ordinary people can do.
Since Zhang Siluo is so confident, it seems there is no problem.
"Then Sony..." Zhou Zhi looked at Fujiwara Qiu and then at Hu Changfeng: "What did you say before?"
Fujiwara Qiu stood up obediently and faced Zhou Zhi Hu Er bowed and said with a smile. : "Our company fully complies with the opinions of Director Hu and Mr. Zhou and arranges this inspection. Please rest assured!"
Sony's attitude surprised both Zhou Zhi and Hu Changfeng. The expected pull was completely non-existent. .
What Clover, Huahong Group and Sony want to talk about is the cooperation of DVD decoding chips, and the whole process will be based on the application standards developed by Clover based on MPEG2. If Sony retreats to a subordinate position, It was obvious that they were going to suffer some losses. Now Sony did not mention any conditions and was completely eager to cooperate, which made Zhou Zhi and Hu Changfeng confused for a while.
“DVD decoding chips are different from memory chips.” Fujiwaraoka smiled nicely: “The focus is on the IP core and manufacturing.”
“After careful study at Sony, We found that Mr. Zhou’s Clover Company has achieved perfect IP core control, so we sincerely We hope to join in the joint research and development, and the two of us will jointly control the IP core of the DVD decoding chip according to the ratio. "
IP is intellectual property, and the so-called IP core is actually based on this concept. Before coming out, Zhou Zhi often used a term when reporting to big bosses - intellectual property package.
(End of this chapter)