Chapter 1617 I'll tell you the truth

"So... Mr. Yu, what are you planning to discuss with us?"

Chang Haonan's tone became serious.

Yu Chengdong also restrained his smile:

"To be honest, at present, the hardware development and basic software adaptation of our 5G system equipment, whether it is base stations or core networks, as well as the 5G baseband and SOC chips equipped with this Mate SX, have been basically completed and entered the final stage of mass production preparation."

"But the only and biggest uncertainty lies in the production capacity of the new generation of high-process chips."

Chang Haonan nodded:

"I heard Mr. He Xin from your chip business department mention this issue at the Future Information Industry Conference...but he didn't say anything too specific."

After all, the Information Industry Conference is an enterprise-themed event.

It is impossible for the Ju Factory to reveal all its secrets.

Yu Chengdong took out a tablet, opened it, and showed Chang Haonan a document:

"Samsung Electronics is our most direct competitor in the global communications equipment market. They have made it clear that they will prioritize the needs of their own Galaxy S series and network equipment during the production capacity ramp-up period. Although TSMC, another major foundry partner, has taken over a considerable portion of our orders and has a relatively cooperative attitude, they also have to meet the huge demands of giants such as Apple, Qualcomm, and Nvidia."

"According to the latest capacity allocation estimates, TSMC can deliver our 7nm by the end of the year... Oh, according to FinFET Plus process measurement, it should be the number of 30-36nm process chips. The optimistic estimate is that it can only meet one-quarter to one-third of our initial target shipment volume."

Chang Haonan glanced at the red three-quarter circle on the computer screen.

Next to it was an eight-digit number that even he could hardly imagine.

That’s the amount of capacity that’s missing.

“The gap appears to be quite large.”

"Yes."

Yu Chengdong nodded:

"If the problem cannot be solved, it will directly lead to a significant delay in the deployment of our 5G base stations, and mobile phone products will be in serious shortage... This is also the reason why we dare not confirm the specific delivery cycle with Party A."

"So I came here this time to ask Academician Chang, based on the new lithography system technology jointly developed by your laboratory and Changguang Group, how fast can its implementation and production capacity be increased?"

Faced with this situation, Chang Haonan really wanted to give an optimistic answer.

But the laws of science and engineering cannot be violated.

"If we set the mass production target for the end of the year, it is simply impossible." He directly stated his conclusion, "After all, lithography machines are quite complex and large, and it is impossible to mass produce them before the end of the year. Moreover, even if we deliver the equipment to Huaxin International, they will need time to organize production and increase production capacity."

But Yu Chengdong did not show any disappointment.

"No, the node is not the end of the year." He swiped across the screen of his tablet and displayed another report. "Whether it is 2B or 2C business, in the early stage of the product life cycle, especially in the early stage of technology generation switching, the market itself has a relatively high tolerance for the elasticity of production capacity."

"In the early stage, the supply was tight and reservations were required for rush purchases, which was acceptable and could even create a certain market enthusiasm... But the key is that the supply chain cannot be interrupted, and the subsequent production capacity must be able to keep up with the explosion of market demand. As long as the Huaxin line can be stably taken over next summer, we are confident that we can advance the expansion of the global market as planned!"

……

At this moment, there was a gentle knock on the office door.

"Please come in." Chang Haonan replied.

The door was pushed open and Zhang Runing appeared at the door. He had obviously just come out of the laboratory and was still wearing a light blue lab coat.

"Academician Chang, excuse me. I have some new ideas about the third round of simulation results after the polarization aberration model was optimized yesterday..."

Zhang Runing was halfway through his words when he noticed there was a guest in the office and immediately stopped talking.

"Researcher Zhang, please come in. It's just right." Chang Haonan stood up and greeted him, then turned to Yu Chengdong and introduced him, "Boss Yu, this is Zhang Runing from Changguang Group, the chief designer of our new lithography machine objective system."

Turning to Zhang Runing again:

"Researcher Zhang, this is Mr. Yu Chengdong from the Chrysanthemum Factory."

In fact, there is a high probability that these two people have met before.

However, as the host, Chang Haonan must take the initiative to follow this process.

After the routine mutual flattery, Zhang Runing looked at Yu Chengdong with a professional and inquiring look: "Who is Mr. Yu today?"

Chang Haonan briefly reiterated the other party's purpose and the discussion about Huaxin's production capacity schedule.

And ask the other person what they think about it.

After all, the people who are truly responsible for the research and development and integration of the objective lens system are still the people from Changguang Group.

After hearing this, Zhang Runing pondered for more than ten seconds.

"We at Changguang are only responsible for the R&D and manufacturing of the light source and objective lens system," he said cautiously. "SMEE is responsible for the integration, debugging and final delivery of the whole machine, and Huaxin International is our customer."

Then, the topic changed again

"However, from the perspective of the objective lens system, our core module development and sample testing are progressing very smoothly, far exceeding expectations... and the other subsystems of the ArF-1800, such as the laser light source, workpiece stage, mask stage, alignment system, etc., are mostly based on the mature technologies of the previous ArF-1500... Even the appearance does not need to be changed."

Generally speaking, the objective lens system of a lithography machine is becoming more and more complex.

Therefore, the more advanced the model, the larger the size tends to be.

But all modules of ArF1800 are smaller than the previous generation, so it saves a lot of trouble.

"As long as the biggest bottleneck of the objective lens system is overcome, the technical risk of the entire machine will be reduced by more than 70%."

He looked at Chang Haonan, then at Yu Chengdong, and gave a relatively optimistic estimate:

"I personally think that as long as there are no major accidents at SMEE and the current progress is fully advanced, the first batch of equipment can be delivered to Sinochip International by the second quarter of next year, that is, between April and June."

Upon hearing this, Chang Haonan nodded slightly.

Zhang Runing's judgment is almost consistent with the expectations he had in private communications with SMEE and Huaxin executives.

"Researcher Zhang's judgment is quite pertinent." He looked at Yu Chengdong: "This also means that Huaxin will have a realistic basis to form initial production capacity by the middle of next year to support your 'dual-track supply' plan."

In fact, at this moment, Chang Haonan was also constantly complaining in his heart——

I'm afraid that by the middle of next year, what Huaxin International will do is not to "supplement TSMC's production capacity", but to replace TSMC and fully supply your Ju Factory...

Of course, this is just something I think about, I can't really say it out loud.

An irrepressible light of excitement suddenly burst out from Yu Chengdong's eyes.

Zhang Runing's professional endorsement as the person in charge of the core subsystem, coupled with Chang Haonan's affirmation, gave him great confidence.

"That's great!" He nodded vigorously, as if a heavy burden had been lifted off his shoulders. "With Academician Chang and Researcher Zhang's words, we are completely relieved!"

He stood up suddenly, his expression firm:

"Then, the original plan of the Chrysanthemum Factory remains unchanged! We will hold a press conference for the launch of new all-scenario smart life products and next-generation mobile communication technologies in Munich, Germany in early November this year as planned!"

“By then, this Mate SX RS phone and our end-to-end 5G solution will be officially unveiled to the world!”

Chang Haonan took a deep breath and seemed to want to say something.

But there was still some hesitation.

At this time, Yu Chengdong had already stood up and was ready to complete the next step.

Visit the Torch Lab.

"Mr. Yu, don't forget your prototype."

When he reached the door, Chang Haonan gestured in the direction of the coffee table in the room.

Yu Chengdong paused, but did not retract his steps. Instead, he shook his head.

"This phone from Academician Chang is the result of the hard work of our team and also reflects our expectations for the future."

He smiled and explained:

"I think it would be better for you to stay here as a token of appreciation from the Chrysanthemum Factory for its groundbreaking contribution to the Torch Laboratory, and also as a testimony to our joint opening of a new era. Please accept it."

"it is good."

Looking at the well-designed and epoch-making device on the table, Chang Haonan finally did not refuse:

"Then I wish you all a great success in Munich!"

……

"Mr. Yu."

That afternoon, just as Yu Chengdong was about to get in the car to leave, Chang Haonan suddenly called him from behind.

"how?"

The former paused as he was about to get on the bus and turned around with some curiosity.

"Out of concern about the recent international situation." Chang Haonan considered his words before continuing, "From a personal perspective, I suggest that your company's core personnel, including key technical personnel and senior executives, carefully arrange their overseas trips starting from the end of this year."

"..."

The other person opened his mouth, and it was obvious from his lip shape that he instinctively wanted to ask the reason.

But perhaps considering Chang Haonan's identity, he remained silent in the end.

Just nodded.

"Thank you for your reminder. We will carefully assess the risks."