Chapter 605 [Open up more new businesses]

This year's world's semiconductor process technology has advanced to the 20-nanometer level process, thanks to the vigorous development of the global smartphone industry. In addition, it is not that difficult compared with the current semiconductor process.

No matter what, it is still in the double-digit stage at the nanometer level, and has not yet advanced to a single-digit process within 10 nanometers.

Qin Feng looked at Fang Hong and said: "I decided to add another 45 million orders for S620, and directly add 120 million to 150 million orders for this year's S680, calculate the production capacity of TSMC, and increase The strength should be able to complete the supply around January 2013 next year."

While the boat of friendship between the two parties is still happily paddling, reserve more, so that the STAR series products will not disappear from the market immediately after being "fragmented".

When Fang Hong heard the amount, he immediately said: "The total is close to 200 million pieces. Can the production capacity over there be completed in such a short period of time?"

Hearing this, Qin Feng said in a deep voice: "We can only give up some more profits. It's not a big problem to get the money in place. This batch of goods is stored in hand. Judging from the worst result, it can last until around 2014, and after that Definitely not."

Qin Feng paused for a moment and added: "It doesn't make much sense to add more orders. After 2014, the semiconductor process will definitely reach the level of 14 nanometers. The generation gap of S680 will be difficult to make up, and the performance will definitely not be as good as the more advanced process. chip."

For the company to face the worst outcome plan, the batch of chips purchased now can last until 2014, which is the limit time.

The new S680 chip used in the fourth-generation STAR series smartphones is a mobile processor with a 20-nanometer process. If the supply is cut off at that time, the performance of the chip cannot be improved from the manufacturing process, but it can be improved through the software level in the next two years. Optimization to make up for some hardware process gaps.

But this is not a long-term solution, it is a forced move. There is no way around it. The hardware gap widens. No matter how optimized the software level is, there is an upper limit. Just like the S1 mobile phone that uses a 32nm process chip, the software level is optimized to the extreme. , The performance is also impossible to compare with the S3 mobile phone with a 22nm process chip.

It is worth mentioning that the S680 chip processor is a 4G mobile network communication chip. In other words, the fourth-generation STAR series smartphones released by Xingyu Technology in 2013 next year will also become the first domestic smartphones that support 4G mobile networks.

The 4G network has gone through the stages of early demonstration, laboratory testing, standard formulation, and practical application. The first large-scale investment in construction began in 2010, and in China, the construction of 4G networks has already begun in 2012 this year.

Fang Hong, who has the foresight, knows that there is no accident. On December 4, 2013 next year, the Ministry of Industry will officially issue 4G licenses to the three major operators, marking that the domestic mobile Internet has officially entered the 4G high-speed era, and 2013 will also become At the beginning of 2014, the first year of mobile 4G in China, the three major operators will successively open 4G services to the public.

Although domestic 4G licenses will not be issued until December 2013 next year, 4G services will not be available until 2014.

However, Xingyu Technology's fourth-generation product, the S4 mobile phone, is planned to be released as scheduled in the summer of next year. As for the 4G network, the 4G mobile network mobile phone card license will be issued at that time, and the operator's business will be replaced after the business is launched.

Anyway, the S4 mobile phone supports 2G, 3G and 4G mobile networks.

Moreover, 4G communication is also a new selling point. The S680 chip mobile processor is too critical. It has just crossed the threshold of 4G mobile network. If the worst happens, the S680 chip does not support 4G mobile network. Big discounts in two years.

The worst plan to plan for a rainy day is to "stock up more grain" at the moment, relying on the "grain" hoarded now to maintain the high-end market as long as possible by consuming chips in the inventory in the next few years.

But at this moment, Fang Hong looked at Qin Feng and said, "The S680 chip processor can support the STAR series products until 2014, but what about 2015?"

This is indeed a problem, and a big one.

Even if the domestic semiconductors go all the way fast, it is impossible to catch up with the world's advanced level in 2015. By the time of 2015, the alternatives to the entire industry chain of domestic semiconductors, even with the blessing of Qunxing Capital, its process is estimated to be the fastest. Chasing to the 28nm level, this is already a very fast catching up speed.

However, in 2015, the international semiconductor process technology, according to Moore's law, at least 14 nanometer process chips have been mass-produced, and the 12 nanometer process technology has been broken through.

All in all, after 2015, after the STAR series smartphones under Xingyu Technology have exhausted their inventory, the fifth-generation products will not be able to be launched on the market. After 2015, the STAR series smartphones will stay away from consumers, and the day they return will definitely The day when the entire industry chain of domestic semiconductors catches up to the world's advanced level is realized.

Fang Hong estimated that according to the current catch-up speed of the domestic semiconductor industry chain alternative plan he requested, it will be 2018.

In other words, Xingyu Technology will not release new products in the smartphone industry for three consecutive years.

How to spend these three years is a big question.

Qin Feng raised his head and thought for a while, then said: "The company's current product array is single, and the STAR series products are the core business. Once it is 'fragmented' in the future, the company can't do anything."

Speaking of this, Qin Feng looked at Fang Hong and said: "We must expand the product array and open up more new businesses. For smart terminals, in addition to the STAR series of smart phones, smart tablets, laptops and other terminal businesses should be developed."

The biggest "pain point" of Xingyu Technology at present is that high-end chips cannot be completely independent, and have to rely on the supply system of the international semiconductor industry chain. To make high-end mobile phone chips, it must use the world's most advanced chips.

However, relatively speaking, terminal products such as smart tablets and notebook computers have lower requirements on the process.

The reason is also very simple, these products are bigger.

It’s like the process precision of a computer CPU is far less than that of a mobile phone’s high-end chip, but its performance can kill the mobile phone CPU in seconds, because the computer CPU is large and has more transistors, while the mobile phone chip is only as small as a fingernail. The same number of transistors can only be better in the process. The smaller it is, the more technically difficult it is.

The best and most advanced technology and the most demanding chips are on mobile phones, because refinement will inevitably put forward higher requirements for technology.

Terminal products such as smart tablets and notebook computers are larger than mobile phones and have a larger space volume, so the CPU design can also be larger, and the performance will not be much worse than a palm-sized mobile phone.

After a while, Qin Feng looked at Fang Hong and added: "In addition, I plan to let Xingyu Technology enter the field of new energy vehicles. I predict that future new energy electric vehicles will be larger intelligent terminal carriers. The most important thing is that the car chip does not have to worry about being stuck, because the car chip does not have high requirements for the process, and the mid-range chip is enough.”

Hearing this, Fang Hong said succinctly: "Let's do it."

...

Recommend an author's new book "The Rise Begins with Finance".

Introduction:

He created the artificial intelligence GPT, Lingjing searched for Google, conquered quantum computing, broke through room temperature superconductivity, built an orbital reef space station, established the first moon base, and developed space mining...

He created an intelligent quantitative trading model based on artificial intelligence, used artificial intelligence to automate transactions to harvest the global capital market, participated in the foreign exchange financial defense war, and defeated and counter-harvested international short positions...

He is a well-known technological genius and an unknown financial giant. In the summer of 2012, his rise began financially.