Chapter 569 Qualcomm and Xingyi Semiconductor go to war, will MediaTek die?(1/3)
"As long as TSMC stops manufacturing for Xingyi Semiconductor, Xingyi Semiconductor will be useless!"
"Xingyi Technology's own 40nm orders and 150 million third-party 40nm chip orders can directly crush Xingyi Semiconductor!"
Jacob is in a good mood, this is the best final shot.
But another vice president couldn't help but said: "TSMC and Xingyi Technology have been cooperating for a long time, and the relationship between the two parties is very good. What if we refuse our lobbying and refuse to give up the foundry of Xingyi Technology's chips?
?”
"Yes, this is a big problem! TSMC may not be so obedient!"
Others also spoke one after another: "Part of our orders, in particular, are also given to Samsung Semiconductor. And the extra chip orders from Xingyi Technology are only given to TSMC. Under this relationship, TSMC will most likely not stop providing orders to Xingyi Technology."
Yi Semiconductor Foundry.”
"Won't you stop foundry?" Jacob smiled coldly: "It's not up to them! If TSMC doesn't give up the chip order from Xingyi Technology, then TSMC will never get another order from Qualcomm! Not even a single chip will be given up.
think!"
Franz Quentin said with a smile: "The chairman is wise, and Lao Zhang is not stupid. Whether to choose Qualcomm and give up Xingyi Technology, or choose Xingyi Technology to give up Qualcomm, I believe TSMC will make a wise choice!"
"That's right, if it completely gives up cooperation with Qualcomm for the sake of Xingyi Semiconductor's order, then TSMC will be stupid. Haha."
"What's more, Xingyi Semiconductor also has its own wafer factory and is also expanding it crazily. In the future, it will definitely kick out TSMC and do it on its own. It is natural for TSMC to give up orders from Xingyi Semiconductor in order not to lose Qualcomm, a major customer."
Jacob was full of confidence: "Yes, that's it. Don't worry about TSMC, they will definitely give up. Xingyi Semiconductor will also be finished!"
"Franz Quentin's idea of suppressing Xingyi Technology is very good!"
Franz Quentin is in a very good mood, and with such recognition from the chairman, his status in Qualcomm will be further enhanced in the future.
At that time, he will not only be one of the vice presidents, but also the next successor!
He immediately said: "Once this strategy is implemented, it will definitely severely suppress Xingyi Semiconductor. At the same time, we must also promote the second strategy to increase our Qualcomm sales."
Jacob agreed very much: "Fighting Xingyi Semiconductor is one aspect, and increasing our sales is another aspect. Franz Quentin is very thoughtful and very good! What are you going to do?"
"First of all, you must choose the right target customers!" Franz Quentin said:
"Currently, it seems that the Xia Guo brand does not need to be considered. Basically, they have placed orders for Kunpeng chips. Some international brands that have already placed orders cannot consider it. There are 450 million chips. To be honest, almost everything that should be bought has been bought.
.No more orders for Qualcomm chips will be placed in the short term.”
Everyone nodded, this is a cruel reality.
"The remaining brands are Samsung, Motorola and Nokia."
"I recommend setting up a special team to go to these three brands to negotiate. Even if the price is reduced again, you need to get orders from the three major brands."
"Change the price at the price and stabilize the basic disk is the fundamental to our survival!"
Jacob nodded: "Our Qualcomm chip, the performance architecture is not as good as Xingyi Technology's Kunpeng chip, and only the price reduction is the only way out. However, it is just a matter of price reduction, and it may not be possible."
Franz Qu Quentin continues: "So you must also give different brands and give different preferential policies!"
"First of all, Samsung. In order to win Samsung, we can sign a comprehensive strategic cooperation with Samsung. Next year's Snapdragon 805, all of which are handed over to Samsung Semiconductor OEMs, the condition is that Samsung does not need Kunpeng chip, use our Qualcomm chip!"
"There is also the subsequent Snapdragon 801 chip. As long as Samsung is adopted, our subsequent orders are handed over to Samsung foundry."
Jacob nodded: "This is fine, Samsung and Qualcomm's biggest opponent are all Xingyi Technology. With a common opponent, there is a basis for cooperation. Just like this, TSMC can ..."
Jacob's meaning is obvious. Just using Qualcomm's chip order threatening TSMC, stopping the foundry for Xingyi Technology, and turned to the Snapdragon 800's follow -up orders and the order of Snapdragon 805, all of them were handed over to Samsung OEM ...
Mowing
This is a bit wrong!
TSMC will scold the mother!
Franz Qu Quentin waved his hand: "The chairman, although it is a bit authentic, but it is the best way. As long as he flickered TSMC to stop giving Xingyi Technology OEMs, let TSMC and Xingyi Technology be evil.
Avengers into revenge, that's OK. "
"The subsequent orders are given to Samsung, or TSMC, all of which we have said it."
"Even if TSMC is angry, it is too late. Go back to Xingyi Technology, and people are too lazy to use TSMC, let alone order TSMC."
"At that time, TSMC will have no way to go, and we have to ask us to give orders for orders."
"We hand over some of the chip orders with small Samsung procurement to TSMC, which is also a checks and balance!"
Jacob understands, this old boy is really incompetent!
First put TSMC, let TSMC lose the big customer of Xingyi Technology.
Then use the subsequent Qualcomm chip order to hang TSMC and Samsung.
For example, the next Snapdragon 801, Snapdragon 805 next year, Samsung placed more than more, and give Samsung foundry.
Another example is the Snapdragon 410, Snapdragon 615, Samsung's order less, and give it to TSMC.
This is also a good way to take Samsung!
Forcing Samsung to place more orders. After all, Samsung, in addition to Qualcomm chips, also has its own Orion chip.
First, I flickered TSMC, and then killed the two scholars, and grasped Samsung and TSMC!
Jacob couldn't help but stretch out his thumb: "Franz Qu Quentin, your trick, absolutely!"
"Thirty-six Strategies must be read carefully!"
"Thank you, Chairman, for the compliment." Franz Quentin said with a smile:
"In this way, there will be no problem in taking down Samsung and balancing TSMC."
"As for Motorola, it has withdrawn from the Xiaguo market and was acquired by Google. Motorola and Xingyi Mobile are competitors. Google's Android system and Xingyi Technology's XOS system are also mortal enemies. This is the basis for our cooperation with Motorola."
"To this end, we can reach strategic cooperation with Google. We develop 64-bit processors, and Google develops 64-bit Android systems. The two parties are deeply bound to jointly create a 64-bit Android ecosystem. Qualcomm + Google + Motorola, jointly fight against Xingyi
science and technology!"
"Okay, this is interesting." Jacob was in a good mood: "In order to suppress the development of the XOS system, Motorola wants to use Xingyi Technology's chips, but Google doesn't agree!"
"That's right. As for Nokia, we can also reach strategic cooperation and send a professional chip tuning team to work with Nokia and Microsoft to optimize the chip of the WP8 system to achieve stronger performance. We can even jointly develop a 64-bit WP8 system!
"
"It makes sense. There is a high probability that Nokia will be acquired by Microsoft, and Microsoft is determined to build its own operating system. The Xingyi mobile phone and XOS system are their opponents. They are also allies we can win over!" Jacob said.
"Yes, Chairman, we all have common opponents and common enemies. As long as we reach strategic cooperation and lower prices, we can all hope to win these three major customers!"
"Very good, I'll leave this matter to you!" Jacob was in a good mood. Having such a subordinate made people feel at ease.
Franz Quentin asked instead: "What should be the price reduction, or the bottom line?"
Jacob sighed, this is a complicated question.
At present, chips of the same grade from Qualcomm and Xingyi Technology are about the same price, but chips from Xingyi Technology are stronger.
It's impossible for Qualcomm not to cut prices.
Even if the price is reduced, it won't mean much.
But the price reduction was too much, and Jacob couldn't accept it.
"Alas!" Jacob was filled with emotion and looked at the others: "What do you think?"
Everyone thought for a while and spoke one after another:
"I suggest lowering the price by another level. Now the price of Snapdragon 800 has dropped to the same price as Kunpeng 706 SOC, 270 yuan, but it is obviously not enough. I suggest directly lowering it to the price of Kunpeng 702, 240 yuan."
“Snapdragon 600 + 4G baseband is directly reduced to the price of Kunpeng 508 SOC, which is 210 yuan.”
“Snapdragon 600 + 3G baseband is directly priced at 200 yuan, which is 10 yuan cheaper than Kunpeng 700.”
“Snapdragon 400 has dropped to the price of Kunpeng 500, which is 150 yuan.”
"Snapdragon 200+4G baseband, reduced to 130!"
"Snapdragon 200+3G baseband, reduced to 120!"
"So much price reduction?" Someone was shocked: "Snapdragon 800 is supposed to be on the same level as Kunpeng 902, but it dropped from 290 yuan to 240 yuan? It is 30 yuan cheaper than Kunpeng 706. Is it crazy?"
"What's the point? The actual experience of Kunpeng 706 SOC is no worse than that of Snapdragon 800. Counting the 64-bit bonus, it is still 40%-60% ahead of Snapdragon 800. If our Snapdragon 800 were priced at the same price as Kunpeng 706, we wouldn't be able to sell it at all.
Unless it’s 30 yuan cheaper.”
"Yes, although the price reduction is a bit scary, there is nothing we can do. At least we can sell it."
"Xingyi Technology's Kunpeng 902 has sold 90 million units, and our Snapdragon 800 has only sold 20 million units. If the price is not lowered, the inventory will be exhausted. Look at the backlog in the warehouse!"
"That's right...well, it's just that this way, Qualcomm's high-end image is really over."
"And if we reduce prices like this, will it cause a price war and cause Xingyi Technology to follow suit?"
"Price war?" Franz Quentin waved his hand, not caring at all:
"Before, we didn't dare to cut prices significantly for fear of triggering a price war and leading to a lose-lose situation."
"But this time, that time."
"Once TSMC stops manufacturing for Xingyi Semiconductor, Xingyi Semiconductor's production capacity will be tight, and whether the large order of 450 million chips can be delivered will be a question."
"They still dare to start a price war? Continue to lower prices? What a joke!"
To be continued...