Chapter 3225 Giants join forces

For Zhou Buqi, this choice is not difficult.

Samsung itself is the one who is most familiar with Samsung chips. They will release two high-end models this year. Both of these phones use self-developed chips, which shows that the quality of this product will not be too bad. If it is too bad, they will not bring it out.

There is one more point.

The competitor facing Estar is actually Samsung.

Apple is basically not included.

If Estar's two high-end models this year also use Samsung chips, even if the effect is not too good, it can at least be on the same level as Samsung's mobile phones, and the two sides will not widen the gap in the chip field.

If you really choose the Snapdragon 810, which has a big problem, or the secondary chip Snapdragon 808, the risk is very high.

At this time in the previous life, the global mobile phone industry can be said to have been pitted by Qualcomm.

Many mobile phone manufacturers that could have survived have lost their last breath and completely lost their industry competitiveness.

Because these mobile phone manufacturers all chose Qualcomm chips, their flagship phones either used the criticized Snapdragon 810 or the inferior chip Snapdragon 808, which were basically slapped in the face by the market, causing the entire mobile phone industry to encounter a serious crisis.

Then there was a wave of layoffs in the industry depression. Microsoft laid off thousands of people and basically gave up its mobile phone business. Panasonic, LG, HTC and other mobile phone manufacturers that could have struggled for a while also launched layoff plans and died of vomiting blood.

Lenovo is also laying off employees and has completely fallen behind the first-tier mobile phone manufacturers.

Even Xiaomi has suffered the most difficult year in history.

Only Samsung has triumphantly triumphed all the way and has been invincible in the high, medium and low-end markets. If it hadn't caused the "explosion gate" scandal in China, domestic mobile phone manufacturers would have been overwhelmed.

Estar is different.

Zhou Buqi has been engaged in business competition for many years. He has given up the competitive mentality of "you fight to the death" in the early days of his business, and gradually turned to a more modern "co-opetition" mode, which is a posture of both competition and cooperation.

In addition, his proper handling of personal relationships can make him make friends with heroes all over the world.

Adopting Samsung's chip solution will at least prevent Esda from being left behind by competitors because of the chip issue this year.

"What I am most worried about is the supply." Zhou Buqi was also a little worried. "I heard that the annual supply of your self-developed high-end chips is very low. Esda has placed an order. Can you keep up?"

Li Zairong smiled and said: "The low supply is not due to the limitation of the supply side, but the limitation of the demand side. Without enough orders, the shipment of high-end chips will naturally be low. But this year is different. Our self-developed Exynos7420 chip can get all the orders of Samsung's high-end phones. Now we have Esda as a partner, which will definitely make this chip create a shipment record."

Then, he boasted again.

Say how amazing their Exynos7420 chip is.

Like Snapdragon 810, it is an octa-core chip, which is ahead of the hexa-core chip performance of Snapdragon 808. It is also more stable and generates less heat. Although the GPU performance is not as good as Snapdragon 810, the power consumption will be lower.

But in fact, Zhou Buqi had heard Zhou Shaoning say it before.

The Exynos7420 chip has a fatal weakness, which is that like Snapdragon 808, it cannot support 4K and can only support 2K display. This is really a waste of the excellent imaging effect of Samsung's high-end screen. In other words, the level of Samsung's chips cannot support the technology required for Samsung's display panel to display at full load.

Looking around the world, only Snapdragon 810 can do it.

Otherwise, Samsung would not plan to invest 50 billion US dollars to go to the United States to desperately smash semiconductors.

In a short period of time, it is difficult for Samsung to change this situation.

Samsung's display is the best in the world, and its high-end chips are still a certain distance away from Qualcomm.

This is also Zhou Buqi's reliance in the negotiation. He said: "Some colleagues at Asda are very worried. They said that if all Samsung chips are used, once your production capacity cannot keep up, or some people below are not big enough, Asda may stop production due to insufficient supply."

"No, absolutely not!" Li Zairong vowed, "This is a good thing for both parties. Samsung will never unilaterally destroy cooperation."

Zhou Buqi said: "This needs to be reflected in the contract. Once Samsung cannot supply chips as required, the liquidated damages must be sky-high. Otherwise, I can't convince Asda's colleagues. They have been discussing for several days. Many people are saying that if it doesn't work, just use Snapdragon 808."

"Snapdragon 808 is much worse than Exynos7420. You can rest assured that Samsung will never create any obstacles on the supply side! Just like display panels, we can meet all the needs of Asda!"

Li Zairong will not give up such a good opportunity to lead Samsung's semiconductor business to surpass Qualcomm. From a strategic point of view, the rise of the semiconductor business is even more important than the strength of the mobile phone business.

Zhou Buqi joked, "My colleague just said that the minimum penalty should be $20 billion, which is ten times the price of the order."

Li Zairong said decisively: "You can set any amount of liquidated damages. Unless there is force majeure such as natural disasters or man-made disasters, Samsung will definitely complete the order. Zhou, I know your worries. For this cooperation, I would rather stop supplying Samsung's own mobile phones, and I will definitely meet all the purchase orders of Esda!"

"Okay!"

Zhou Buqi was very satisfied with such generosity. It seemed that the other party had a very eager attitude to cooperate.

In order to reassure him, Li Zairong continued: "Samsung's own chip factory may indeed have insufficient production capacity, but you don't have to worry. If the two sides cooperate, Samsung can immediately sign a contract with TSMC and let TSMC help manufacture Exynos7420. TSMC's orders do not need to be shipped back to South Korea, but can be directly shipped to the mainland and handed over to your foundry."

Zhou Buqi smiled and said: "If the news of the cooperation between Esda and Samsung is released, I believe the stock price of Samsung Electronics can rise sharply for a period of time."

Li Zairong also congratulated in advance, "The cooperation with Samsung can allow Esda to eliminate all worries and complete the IPO smoothly."

"There is no time to lose, so take action now , I will send a team to Seoul to discuss the chip supply with you. The matter is urgent, and both parties must hurry up. "

"No problem!"

...

Zhou Shaoning was very satisfied with this answer and said happily: "Samsung's Exynos7420 has a performance between Snapdragon 810 and Snapdragon 808. It is a better choice than Snapdragon 808. The most important thing is the external image. Exynos7420 is a flagship chip, not a secondary chip. If the supply can be guaranteed, this is indeed the best choice. "

Zhou Buqi analyzed: "This is an opportunity for Samsung chips to rise, and Li Zairong will not miss it. "

"I am afraid that during the negotiation, they I want to sign a long contract."

"Long contract?"

"Yes, just like the supply of display panels, we signed a five-year contract. In the next five years, the Aster series will give priority to Samsung panels." Zhou Shaoning is unwilling to be locked in with Samsung's chips for a long time, "Panels are OK, Samsung is the world's number one. But chips are not OK, the Aster series must use the top chips. This year is just an accident, I estimate that by next year, Qualcomm's flagship chip will be no problem."

Zhou Buqi said: "Then bundle Samsung phones together!"

"Huh?" Zhou Shaoning blinked, "How to bundle?"

Zhou Buqi said: "As long as Samsung's Galaxy series If they all use their own chips, then Motorola's Ultra series will all purchase Samsung's Exynos series. If even Samsung doesn't use its own chips, why should we use them too? "

Zhou Shaoning smiled, "That's good."

Zhou Buqi snorted coldly: "In the long run, Qualcomm chips are still needed. However, this time turning to Samsung is also a lesson for Qualcomm, so that they can realize the horror of the world's two major mobile phone giants, Samsung and Asda, joining forces!"

Zhou Shaoning nodded, "Well, as long as the news here is released, Qualcomm's stock price will definitely fall sharply. Samsung and Asda have both terminated their cooperation with Qualcomm. This time it's their turn to come to us and beg us. "