Chapter 298 Who is the strategic misjudgment?
Many Lao and Chinese companies are unwilling to give up until they reach the Yellow River, and they have always yearned for the slogan of Western University.
Even though Western University has repeatedly made moves in the fields of lithography machines, graphics cards, and chip foundry in the past, everyone still thinks that I am not Huawei and cannot hit me.
This kind of fantasy reached its peak when Xiaomi was blacklisted, and then got out of the blacklist through legal proceedings.
Everyone feels that Huawei is being targeted because of its own misconduct and was caught. As long as it operates within the norms of Western University, it will not receive the same treatment.
The behavior of the White House this time has completely shattered their illusions. If they were not afraid that too drastic measures would lead to the entire Chinese market being handed over to Huawei, they would not even want to sell Qualcomm chips to Chinese mobile phone manufacturers.
There is no lack of capital from Wall Street, London and the Lion City behind these mobile phone manufacturers in China, but you are still not one of your own.
After OPPO made its public statement, other mobile phone manufacturers quickly followed suit and announced their own self-developed chip plans.
In the past twenty years when smartphones have flourished, chip design has also flourished. Kirin, Zheku, Lianke and even Qualcomm have cultivated a large number of engineers in the chip design industry.
Everyone shares it, it’s still enough.
However, it is unrealistic to achieve the same speed as OPPO.
After all, OPPO’s butterfly chips are ready-made. In the past, even the tape-out was completed. This time, it is nothing more than re-tape-out and then mass production.
“Brother, this is not something I can decide. Xiaomi is a listed company with tens of thousands of employees. This involves confidentiality. If the news is revealed in advance, it will be even more difficult for Americen to adopt a new strategy.
So the news that traditional chip production capacity has been conquered by 3nm was not notified to you in time.
But don’t worry, I will definitely arrange an expedited channel for Xiaomi. As long as your architecture diagram is released, we will definitely do it. We will help you arrange testing and subsequent tape-out first,” Chen Yuanguang said on the phone.
He can do this completely.
Lei Jun on the other end of the phone was a little relieved. He couldn't get the first place because he gave up the Pengpai chip, but he had to fight for the second place.
When the time comes to add some attributive words, won’t you become number one?
For example, China’s first self-developed mobile phone chip after the chip curtain fell.
Lei Jun thinks this way of playing with public opinion is too easy.
Lei Jun was not aggressive on the phone, he just asked in passing when this topic was brought up.
Chen Yuanguang's answer was quite different from Lei Jun's expectation, because Huawei was not selected for this plan, and a start-up company that made graphics cards was only qualified to participate after being acquired. This is enough to illustrate the confidentiality of the entire plan.
“When will the production capacity of topological semi-metals be restored? I predict that if the patent walls built by Sumitomo Chemical and Dow Chemical are ignored and the upstream manufacturers fully cooperate, it is expected to be restored by the end of next year.
In addition, the yield rate will definitely be very limited in the early stage, and the yield rate will gradually return to normal later.
Let me give you a suggestion. Didn’t you make a Pamper S1 before?
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I remember that the main problems at that time were poor performance, power consumption and network performance. I suggested that you optimize the chip from the architectural level.
First create a competitive product, and then use this product to maintain Xiaomi's competitiveness and presence in foreign markets.
For you, it is also a process of training the team.
And in the future, Qualcomm will not supply chips to Xiaomi, not only in the high-end market, but also in the low, medium and high markets. Xiaomi will eventually embark on the road of comprehensive self-research. "Chen Yuanguang reminded.
Lei Jun smiled bitterly and said: "What you said is easy. ThePaper S1 was almost ten years ago. In a sense, even if we have to give it to the knowledge base, Turn it out, re-read the architecture and then reproduce it. This is probably no less difficult than redesigning.
And to be honest, this was not self-developed by Xiaomi at all. Ninety percent of this chip was made by Datang Telecom, and we only did some minor work at most. ”
Tiny work? No work at all.
Later, the Xiaomi Pengpai P1 power chip was also revealed by netizens. It was the technology of Nanxin Technology purchased, but later Nanxin officially came out He refuted the rumor and said there was no such thing.
This gave Lei Jun a new idea, that is, why do we all do our own research?
Isn’t this a waste of resources? >
OPPO, VIVO, Xiaomi and Honor, the four leading mobile phone manufacturers, all conduct their own research. In the past, there were only two Android chip manufacturers on the market, Qualcomm and MediaTek.
Now there are four companies, which is a huge waste of resources.
"Yuan Guang, you have reminded me. I plan to talk to Honor and Blue and Green Factory as soon as possible. I think the four of us should jointly establish a chip design company.
By this company To undertake the work of smartphone chip design
It can also do not only mobile phone SoC, but also chip design for new energy vehicles.
My goal is to build it into the Qualcomm of China.
Do you want to invest in Guangjia Aerospace? ”
The last sentence is the purpose.
Lei Jun knows very well that if he wants to accomplish this with his own prestige, there is no problem, but how much benefit does Xiaomi want to get from it? It’s hard to say.
Because his most important purpose is to look at the butterfly chip of Green Factory.
If Xiaomi cannot launch high-end chips, it will mean that the entire overseas high-end market will be ceded to Apple, Samsung and OPPO in more than a year.
In such a long time, Xiaomi has been able to catch up with the advantages it has established in overseas markets.
In Dongda, Huawei’s high-end flagship disappeared for more than two years, and when it came back, it was completely different.
Xiaomi’s brand loyalty in overseas markets is far less than Huawei’s.
So Lei Jun hopes to use the Green Factory’s chips directly. What’s yours is mine.
When a joint venture chip design company is established, everyone invests in the company's capital. The green factory not only has to contribute money, but also has to share the butterfly chip with everyone.
Lei Jun knows the importance of time windows, don’t OPPO executives know it?
For OPPO, why should it give the cake to Xiaomi?
Without Chen Yuanguang, OPPO would never have agreed to this project.
Chen Yuanguang did not read this meaning. He thought that Lei Jun mentioned this because Guangjia Aerospace, as an upstream technology manufacturer, hoped that Guangjia Aerospace could play a mediating role.
Therefore, Chen Yuanguang feels that it is absolutely possible. Since Guangjia Aerospace acquired Biren Technology and Maolai Optical, they can open a separate semiconductor business group.
"I think it's okay. You can discuss the specific matters with Lin Jia, including shares and the amount of capital contribution."
With Chen Yuanguang's nod, Lei Jun felt reassured. Next, I just went to discuss with Honor's executives and saw how to force OPPO to share the technology. As for Huawei, Huawei will not give Kirin to Xiaomi.
Lei Jun never thought about it.
It's very simple. It's impossible for Xiaomi to sell the same chip at the price that Huawei sells. If Huawei licenses it to Xiaomi, it's a lose-lose situation.
The White House, thousands of miles away, was crowded with people. It was hard for everyone to believe that Dongda was able to conquer chip technology in just half a month.
On the table is a dragon graphics card with the Chinese dragon printed on it. The red and black appearance looks out of place in the dark-colored conference room.
“According to the analysis reports of TSMC, ASML and Nikon, Longyin did not use any known photolithography machine, and it did reach the 6nm process.
Lin Everything said at the press conference is true.
We don't know exactly how this is done at the moment.
Three years ago, the chip size of Kirin9000s was 107 square millimeters, which was 2% larger than the size of Kirin9000. From the identification features on the chip, we can clearly see that it is SMIC's process.
Unfortunately, this time Longyin is not even the foundry of SMIC as we know it. In other words, Dongda has built a sufficiently advanced wafer fab.
This time, SMIC is not even qualified to participate in the wafer fab.
SMIC, the core participant in the last topological semi-metal chip, was eliminated from the plan this time. From this perspective, we can see the speed of Dongda in cultivating talents in the chip foundry field. Fast, far beyond our imagination.
Take 4v as an example. Since TSMC's high-end production capacity was moved away, with the official support of 4v, MediaTek tried to help 4v rebuild high-end production capacity. They purchased the most advanced lithography machines from ASML, but UMC's 7nm production capacity has not been until There is no official tape-out success today.
At least we can be clear that Dongda has caught up at the technical level.
In addition, we are on Kirin9000s, which is more advanced than 14nm, but it is still not a true 7nm process, it just has 7nm characteristics.
But this time through additional measurements of Longyin’s key dimensions, including logic gate pitch, fin pitch and lower back-end process metallization pitch, both TSMC and Intel gave very clear conclusions, The chip has full 6nm features.
According to news from Dongda’s social media, Longyin series chips are shipped from Mianyang in Sichuan Province, and Wright is in Mianyang, which is Dongda’s most famous military-related R&D base. After the Shu capital consulate was withdrawn, it has been difficult for us to get news from there. ”
When talking about Wright, Chen Yuanguang's mug shot appeared on the screen in the conference room, and it was even photoshopped into black and white for Chen Yuanguang.
“We used our people at Dongda University to do everything we could to find out the news, and got a word from OPPO’s R&D engineer responsible for the butterfly chip.
Butterfly was OPPO’s previous employee at TSMC After successfully producing 3nm mobile phone chips, OPPO finally chose to give up under our threats. This time they picked up the butterfly again, which to some extent shows that Dongda not only conquered 6nm, they even pushed the progress to 3nm.
The engineer said this: I didn’t expect Guangshen to actually get that thing done.
The engineer would not reveal it any more.
We have a further guess, that is, the photolithography factory plan starting in 2023. Combined with the official statistical caliber of Dongda and the changes in power generation in the Mianyang area announced, we have reason to believe that Dongda’s chip technology breakthrough is precisely because of It is caused by technological breakthroughs in photolithography factories.
If Dongda really brings the technology to 3nm, then there is essentially no difference between 3nm and TSMC’s most advanced 2nm process. ”
There is no doubt about Western University’s intelligence collection and intelligence analysis capabilities.
The PPT of official employees gave everyone in the White House an intuitive understanding.
That is their combination Less than a month after the punch was launched, it was cracked by Dongda
They will even lose the entire Dongda chip market.
"How often will the power generation amount be announced in the official caliber of Tokyo University?"
"It will be announced every quarter."
"Where will the published data go? level?”
“Not every month, but generally speaking, this kind of data can be purchased through public platforms. Since Wright went to Mianyang, we will keep the data related to Mianyang for a long time. Purchase from Dongda legal data statistics agency
Their data will be more complete and detailed than the official caliber. "
"Then you should have discovered the abnormal power generation in Mianyang long ago, and you should have inferred the existence of the photolithography factory. This led to our serious strategic misjudgment this time and caused serious damage to our interests. influence. ”
To be honest, Western University has been doing nothing in the past four years. If we don’t do something, the Elephant Party will be in the opposition for a long time after this term.
The Donkey Party is even glad that it’s okay. I didn’t win that time in 2024. If I had won, I would have been on the stage, facing the left and right punches from Dongda. I finally managed to combine all the forces and come up with a combination of punches for Dongda. I still haven’t survived 24. Dongda's counterattack came in seconds.
This can't be sustained.
Looking purely at population changes, since the emergence of human hibernation, traditional red states no longer reject illegal immigrants. After all, they will send anyone in, and if you dare to cause trouble, you will be frozen.
Same as frozen pork.
Law enforcement has costs. If you arrest people, convict them, collect evidence, and add a series of lawsuits, some petty thefts and street fights cannot be controlled at all.
It’s better now. Many red states have enacted their own legislation. The police have the right to make their own judgments. As long as the law enforcement video camera captures suspicious scenes, they can be sent directly to hibernation. The first time is 3 days and the second time is 7 days. , it’s been half a year since the third time.
If you do this, human rights are gone, but it does work. The probability of illegal immigrants causing trouble is rapidly reduced, so low that you even suspect that they are black dragons.
This has also led to a sharp increase in people's acceptance of illegal immigrants in red states, and the Elephant Party's basic base is crumbling.
If we can’t get it done again this round, there’s really nothing we can do.
“Sorry, we have known for a long time that Dongda has this plan for the lithography factory.
We also know that this plan was led by Wright himself, but after the analysis of TSMC experts, this plan We have always thought that it would not be possible in less than ten years.
After Dongda successfully developed the topological semi-metal field, we even believed that the photolithography factory plan was no longer necessary, and Dongda would reduce related resource investment, or even reduce it. Just stop the project
In order to create an illusion for Dongda and allow the other party to misjudge, we did not prevent the cooperation between Nikon and SMIC. ”
He has said it over and over again, and the summary is that the problem of TSMC experts has nothing to do with me.
(End of this chapter)