In the past few years, we have experienced many bad off-market moves, and we have seen domestic companies fight back hard, even overtaking Europe and the United States in weak projects. The public has long lost their good impressions of companies such as Korean Star.
At a time when major manufacturers are gearing up for a big push at the end of the year.
Suddenly bad news came.
On August 1, Xia Wei's consumer business CEO Yu Chengdong said in an interview with reporters that the Kirin 9000 on the Mate 40, which is expected to be launched this fall, may be Xia Wei's high-end chip that is out of print.
The media, who are good at investigating information, quickly found out the details of this matter.
It is reported that Kirin 9000 will use TSMC's 5nm process. Due to restrictions on external recruitment, TSMC's chip production for Xia Wei can only accept orders before May 15th, and production will end in September. After that, TSMC Will no longer be able to ship for Xiawei.
In the interview video, Yu Chengdong looked a little gloomy. He said regretfully to the camera: "We have invested more than 10 billion in research and development on the chip project, and we have also gone through the difficult process of starting from scratch and going from backward to advanced. However, Because the industrial chain is too huge, Xia Wei is unable to participate in semiconductor manufacturing. He can only design chips.
If it were a fair global economic environment, Xia Wei should not suffer such unreasonable and unfair treatment. "
As soon as this interview was released, it immediately caused an uproar.
Some people said that Xia was a hype player, some people criticized TSMC for his inappropriate remarks, and some people accused the bandit of nothing.
But a sophisticated industry like semiconductors is so ruthless.
Xiaxin Technology currently announces that 14nm is still the mainstream, and 7nm is too expensive to be commercialized.
While public sentiment in Daxia was arousing, company executives such as Han Xing and Ping Guo laughed.
If you can't win technically, then use outside tactics.
No matter how good you are at what you do, what else can you do if there is no core available?
This is not only fueled by the power of these two companies.
You must know that Xia Wei accounted for 15% of TSMC's revenue last year. If there are no orders from Xia Wei HiSilicon after this year, no matter how advanced TSMC's technology is, it will obviously lose part of the market.
Of course, it’s not just that. In order to alleviate the “Great Summer Offensive” of chip raw material wafers,
TSMC announced that it will build a new 12-inch advanced wafer fab in Arizona, North America.
According to reports, the wafer fab will use TSMC’s 5-nanometer process technology to produce semiconductor chips, with a planned monthly production capacity of 20,000 wafers. It will directly create more than 1,600 high-tech professional job opportunities, and indirectly create thousands of new jobs in the semiconductor industry ecosystem. job opportunities.
The wafer fab will start construction in 2021 and begin mass production in 2024.
TSMC executives said that the main purpose of building a factory in North America is to obtain North American funding and technical support. TSMC's chairman also stated publicly that the plan is absolutely in the company's interests. The biggest benefit is to gain the trust of customers and find the world's top technological talents.
But Sima Zhao’s intentions are known to everyone, and TSMC has no intention of taking sides by doing this at this time.
When the domestic media in Daxia reported a series of bad news and everyone thought that winter was coming, another big news broke.
Xia Xin Technology and all its suppliers in North America have also received a document. According to the requirements of the document, when suppliers export products or technologies to Xia Xin Technology, they need to apply for the company's exclusive license from the relevant North American departments.
Obviously, this will restrict Xia Xin Technology from being authorized to obtain certain technology patents, and may even block the way forward.
Suddenly, Daxia Semiconductor Industry and Xiawei Mobile began to move forward with a heavy burden.
At this time, people suddenly discovered that even though Daxia could produce high-quality wafers and mid-to-high-end lithography machines, the top line suddenly stopped.
A group of bandits set up a checkpoint in the middle of the mountain road to prevent outsiders from crossing. Even their own sheep had to shave off their wool.
Jiuzhou Science and Technology Park Headquarters Office Building.
Gu Qing looked at Xuanwu with a solemn expression to find out the latest situation.
"In addition to spending huge sums of money to build a production line for curling screen panels, Korean stars also need to develop a laboratory supply system? Are they desperate?"
As we all know, the most direct benefit of factory production lines and mature production technology is to reduce product costs and improve production efficiency.
This concept was first born in the Qin Dynasty, and in the industrialization era it was born in automobile production workshops.
The first cars were hand-built one by one by masters and were exclusive to the rich.
In Gu Qing's opinion, Han Xing's move was simply an atavism.
The laboratory devoted a lot of resources to the production of new screens, and also invested a lot of money to build new production lines.
"How long did they do the testing? It's not like they were doing the testing at the same time..."
In fact.
"Neon's regulations are too strict. The price of raw materials has increased several times. Based on this calculation, the cost of a screen is as high as two million han yuan (10,818 xia yuan). Director Park, this price may be a bit too high. .”
Park Sung-ho, who was promoted to director of Hanstar Display's OLED curling screen project because of his discovery of new material synthesis technology and new panel architecture, appeared to be very patient when facing questions from his researchers.
"The company urgently needs to produce screens of the same quality to compete with Jiuzhou Technology, so at this moment, cost is no longer the most important thing, just like the old saying once said by Daxia people: 'solve the existing problems first.' "
The researcher nodded in agreement. Although the Park Chenghao in front of him was only in his thirties, he was in the heart of the emperor at the moment. Ordinary researchers like him did not dare to say anything.
"We must be serious and responsible in accounting. Neon's channels are a bit unstable. We need to add more weight to our orders, otherwise subsequent production will not be able to keep up.
For two million screens, we need to prepare at least 200,000 screens. It will also take a month to transform the factory production line. During this time, our research laboratory needs to build at least a thousand screens and hand them over to the mobile phone department. They design and manufacture.
So when you report to President Choi of our display department, you must have a budget of at least 500 billion won (roughly converted to 400 million U.S. dollars, 2.7 billion summer dollars). "
President Cui's confidant researcher nodded, and then reflected these words word for word.
Cui Jindu's forehead is still a little red and swollen. He kowtowed too hard in the last meeting.
He looked at the report in his hand and asked, "Did he really say that?"
The researcher nodded.
"Neon's channels are indeed unstable, but the price is too high."
Cui Jindu, who has always been radical, has become much calmer after several changes.
Five hundred billion won can be achieved within his authority.
But the money still needs to be approved after consultation with company executives.
After thinking for a while, Cui Jindu said in line with the idea that the law should not be held accountable, "Tell him, I agree with this number in principle, but I will only give him a formal reply after consultation at the relevant meeting."
