Chapter 573 The revenge of the back thorns, TSMC jumped the wall in a hurry?(1/3)
These days, Huawei ’s self -developed Kirin chip is still in its infancy, accounting for only 30%-40%of the total number of Huawei chips.
Wang Yifeng turned: "In the past, Huawei used Qualcomm chips, MediaTek chip. You also talk about selling our Kunpeng chip to them, try to achieve in -depth cooperation.
Point discount. ""
"Okay, this is a win -win!" Zhang Chao agreed.
After all, Huawei Buy Lianfa and Qualcomm's chips are bought, and the chip of Xingyi Technology is also bought.
"Yes, a win -win situation, we win twice! Over the founding Kirin chip once, sell Kunpeng chip to Huawei again." Wang Yi agreed.
Zhang Chao's mouth twitched: "..."
Win -win ... Win twice ... God logic!
But think about it, nothing wrong.
Subsequently, Zhang Chalei became popular, and he moved to the city that day.
As for the research and development of Kunpeng 906 SOC, all verification work has been completed.
At present, the R & D factory of the wafer factory is preparing for flowing slices, so it is waiting for the flow at the end of the month!
These preparations are mainly chip production. Zhang Chao is not a problem. When the slices are coming, it is present.
At the same time, Huawei also held a high -level meeting to discuss related matters.
Lao Yu took the lead: "Regarding the chip foundry problem of the Kirin 910, there are currently two options. One is TSMC, which was originally planned. Our K3V2 is their foundry."
"But recently Xingyi semiconductor has extended an olive branch, thinking about giving us foundry. And the price is more favorable."
"So how do we choose?"
Everyone is in contemplation and different thoughts.
"What do you think, even though you say it." Yu Dong said with a smile.
Everyone responded and spoke:
"I suggest still use TSMC for foundry. TSMC as a semiconductor giant, with richer experience and more mature craftsmanship."
"I oppose that although Xingyi Semiconductor is an emerging semiconductor company, it has improved and has a rapid future. Their 28 nanometer process is excellent, not worse than TSMC."
"The 28 -nanometer of Xingyi Semiconductor is very good, but the question is the next?"
"TSMC and Samsung are developing 20 nanometer technology, and the 20 -nanometer process can be promoted next year. We use TSMC OEM, and we can also use 20 nanometers in the future, but what about Xingyi Technology?
The craftsmanship is still far away? "
"This is a big problem. Once we abandon TSMC and choose Xingyi Semiconductor, it is equivalent to completely offended TSMC. In the future, if you want to use TSMC's advanced craftsmanship, it is idiot to say dreams."
"We have to consider this in depth."
"You think too much. Even if the 20nm crafts on TSMC next year will not turn in Huawei. Even Qualcomm can't get on. Next year, TSMC's 20nm process is very limited, all of which are given Apple A8."
"Next year is not the turn of us. But the next year, there is hope in the next year."
"In the next year? How do you know that Xingyi Technology cannot achieve a 20nm technology in the next year?"
"It makes sense. With the speed of research and development of Xingyi Technology, it is completely hopeful to achieve 20 nanometer technology in the next year, so you don’t need to care about this."
"The most important thing is that TSMC's position is not firm. This time, for Qualcomm, it directly destroys the contract and breaks the order of Xingyi Technology's 40 -nanometer.
"We continue TSMC's foundry, and we can't guarantee whether they will also break our chips, especially in the future, our mobile phone sales will increase sharply and surpass Apple, then everything is possible."
"Yes, the encounter of Xingyi Semiconductor today is the future of our Hisilicon Semiconductor. We have to consider this in depth."
"TSMC's position has always been unstable. They used a lot of old rice technology and had to obey each other. And Xingyi Technology was completely different. They were all self -developed technology. Everything said it."
"Ke Xingyi mobile phone and Huawei are competitive relationships. Do you rest assured that you hand over the order to the competitors? Don't you be afraid of being stuck?"
Yu Dong waved his hand: "Don't worry about this, President Wang promised, no matter what happened, Xingyi Semiconductor will continue to give Huawei foundry chips. TSMC dares not promise and cannot be guaranteed."
"And Wang Dong's personality will not break our chips. I personally think that Xingyi Technology can be trusted."
"Speaking well, when the critical time, what can be reliable is brother business!"
The hearty voice sounded, and Ren Lao walked in from outside the door:
"Although we have competition in mobile phone business with Xingyi Technology, it can be a benign competition, common progress, and common development."
"In fact, now Huawei mobile phones, other domestic mobile phones, and even global mobile phones are learning Xingyi Technology and imitating Xingyi mobile phones.
"As for the problem of disconnection, don't worry. If Xingyi Technology is offset, unless they don't want domestic sales."
Yu Dong nodded again and again: "Yes, if Xingyi Technology breaks the Chinese chip, the Chinese people can drowns them one by one. Don't want the sales of Xingyi mobile phones."
Ren Laoxiao said: "And Wang Dong can't do such a thing, don't worry about this. But it is very likely that TSMC's discipline.
Yi Semiconductor. "
"Subjected!"
"Subjected!"
Everyone nodded, and there were no other opinions.
As Yu Dong and Ren Lao said, Xingyi Semiconductor will not be disconnected like TSMC. This is the biggest strategic significance.
As for suppressing Huawei mobile phones, maliciously disconnected ... Unless Xingyi mobile phone does not want to sell it in China.
This kind of triggering things will not happen.
The next day, Zhang Chao came to Huawei Headquarters again.
Lao Yu warmly received: "Mr. Zhang, welcome to welcome, know you are coming, I push all arrangements, prepare tea, wait for you."
Zhang Chao's heart is settled. It seems that the foundry of the foundry is stable. The key is how to talk about the details!
"Thank you Mr. Yu for your enthusiastic hospitality, this time I also came with sincerity."
"Sincerity, then I can look forward to, hahaha." Yu Dong said with a smile: "Really not concealed, we have also discussed internally about Xingyi Technology's foundry. Some people support and some people oppose it, but in general
, Still support much. As for the foundry price, I don't know ... "
Zhang Chao did not answer directly, and asked, "How much does Kirin 910 be mass -produced?"
"20 million pieces!" Yu Dong said decisively.
Sure enough, as the chairman expected!
Zhang Chao continued: "There are other chips next year? 20 million can not be enough Huawei's appetite."
This year, the annual sales of Huawei mobile phones are around 140 million units, and the proportion of smartphones is more than half, about 70,000 to 80 million units.
Of course, function phones also require chips, such as Qualcomm's dual -core, Snapdragon 200 series, Mergotent, dual -core, entry -level quad -core, TEGRA 2, etc.
processor.
However, the current star conductor is still blank at this entry -level processor.
Even the worst 40 -nanometer 3G chip Kunpeng 500, the actual experience is comparable to the Snapdragon 400, plus the bonus of the 64 -bit system, almost catching up with the Snapdragon 600.
The special chip of the function phone is really not.
The production capacity of the Xingyi wafer plant is limited, and Wang Yi cannot see the entry -level processor, or the function machine processor.
That's right, the entry -level processor such as Snapdragon 200 is the purpose of functional machines.
The first generation of red rice in the previous life is not available, at least it must be the low -end processor of the Snapdragon 400 level.
Yu Dong did not conceal: "Yes, we will also produce Kirin 920 next year, and the Kirin 920's modified Kirin 925, Kirin 928, a total of three chips."
"What is the expected production capacity of these three models?"
Yu Dong understands that Zhang Chao is to quote Huawei according to Huawei's order volume!
This is of course.
The chip foundry industry, the typical scale effect, has always been watching people.
The larger the volume, the lower the price of the foundry, which is taken for granted.
Yu Dong decisively said: "Kirin 920 is the main product, Honor 7 will be used, and the output should be around 10 million. Kirin 920 Huawei Mate 7 is used, and the production capacity is also 10 million.
One, a total of almost 25 million pieces! Coupled with Kirin 910, a total of 45 million pieces! "
Lao Yu is full of confidence, as if we are saying that we are so large, there is no water.
Zhang Chao did not believe it at all, and muttered in his heart: ‘Next year, the total sales of Huawei’ s smart machines will be 780 million, and the Kirin chip model accounts for a small proportion, and it cannot exceed 50%.
‘Say 45 million pieces, remove 30 % of the water, and about 30 million pieces.’
"Kirin 910 Huawei P6S, Mate 2 flagship mobile phones, as well as the Honor Thousand yuan machine, it is almost 20 million."
‘As for the Kirin 920, 3 or four million killed. It’ s a little more, seven million Kirin 925 of Mate 7. ’
‘As for the Extreme Edition Kirin 928, Extreme Edition, what sales are very small, and 5 million?
"In this way, a total of 30 million heads, no more."
Zhang Chao is instantly clear everything and does not disassemble:
"For Huawei, Wang Dong has explained it, and gives special support. It stands to reason that the foundry price of Huawei Kirin 910 is calculated according to the 20 million yuan in Kirin 910.
To be continued...