RBCT Chapter 1408 Shake
Chapter 1408 Shake
Chapter 1408 Shake
Fang Zhuo and Brian fully exchanged views on the 23rd floor of Yike, which enhanced their mutual understanding, but they also retained their respective attitudes.
When he presented the plan from Intel at the general office meeting, the online and offline meetings suddenly exploded, the office immediately became noisy, and the microphones of executives from Europe and the United States also exploded.
Yu Hong acted quickly. She first banned the online speaking rights, then asked everyone to calm down and finally express their own opinions.
"This is not an equal transaction. We cannot hand over the initiative."
Fang Zhuo looked at Yu Hong with appreciation and nodded, "Indeed, Intel's wafer manufacturing is of great significance to the stabilization of our industrial chain. However, even if we reach a cooperation with Intel, we still cannot solve our biggest problem."
Yike's biggest problem is the uncertainty of the global market, not the competitiveness of its products.
At least in the next two years, the competitiveness of Yike's products will not be a problem, but the uncertainty in the global market will increase in these two years.
Even if Yike and Intel reach a cooperation, Intel will not be able to disobey the order with a document from BIS.
Yike is indeed different from Bingxin in terms of sensitivity in the industry it operates in. It is just a technology company that mainly deals in consumer electronics. However, it is too easy to find reasons for administrative measures. A simple "user data risk" or "communication data security" can promote relevant measures.
In particular, the next two years will also include the factor of Oko's term ending.
Taking all this into consideration, even if Intel breaks the convention, its cooperation will not be cost-effective.
Of course, this is Fang Zhuo's perspective. For the general office members attending the meeting, Intel's request for WLS and Yike Optoelectronics is a blatant attempt to take advantage of the situation.
WLS's baseband chips and Yike Optoelectronics' image sensors are both Yike's extremely high-quality businesses. In the past two years, the company has been considering merging these two subsidiaries, or adding Morningstar Semiconductor. In this way, the three-in-one will be able to launch a highly competitive "mini Qualcomm".
In fact, because of the existence of Yike Optoelectronics, such a "little Qualcomm" is healthier.
Leading baseband, good mobile phone chips, excellent image sensors, such a future is very imaginative, and if a potion called "Zhurong" is added, its upper limit will be further raised.
Qi He had previously proposed the external placement of the "Zhurong" chip at the general office meeting, and the external form does not rule out placing it in a subsidiary in a disguised form that is clear to everyone.
In this way, Yike not only retains Zhurong, but its subsidiary also has products to test the high-end mobile phone chip market.
There were many discussions and debates within the company, but there was no thought of selling them.
Having said that, Intel has a very good vision and this time it wants to buy businesses that are very promising.
"Intel is still wary of Bingxin's 16nm, especially after AMD announced its cooperation and obtained a temporary license. We cannot sell our business, but if we can get Intel's foundry, it will indeed be a good supplement for us in the short and medium term." Schroeder, president of Yike America, spoke on the microphone and expressed his meaning tactfully.
It’s not just a supplement, Yike’s stock price has already reflected everyone’s expectations.
Yike’s internal judgment on the global market is currently pessimistic, but most investors still expect Yike to solve the ice core problem and complete a clean cut and turnaround.
At this moment, Intel, the only company in the world with better process technology, released real news, and Yike’s stock price immediately rebounded.
Liu Qiangdong observed his boss's expression and saw that he was not unhappy, so he said, "The cooperation between Bingxin and AMD has just begun. The temporary license is only valid for 90 days, so it may not last long."
Logically, that should be the case.
Therefore, he felt it was strange that AMD still applied for a temporary license after learning the news, as AMD seemed to be going against the trend.
Qi He also agreed, "As long as we can reduce the conditions to just this one through communication with Intel, and we can also add new models equipped with its chips, then it will be a more suitable cooperation. Intel acquired Broadcom and adjusted its mobile strategy, and it also needs to continue to develop the mobile market."
Fang Zhuo nodded and said concisely: "AMD is Bingxin's partner. I can't abandon it."
Everyone in the conference room was stunned. Liu Qiangdong and Qi He, who had just spoken, looked at each other unconsciously. OK, OK, OK, OK, Mr. Fang is really... a good person!
The boss's reason really shows his solid foundation.
The meeting room was quiet for a while. After all, this was Bingxin's business, and Mr. Fang refused so straightforwardly. Who knows what was going on here.
"I'll talk to Brian again. I'm actually looking forward to the impact AMD will have on Intel after using Bingxin's process." Fang Zhuo said, "Intel's IDM has been very successful in the past, but it also has a vicious cycle. Once problems arise in the research and development of advanced processes, it will hinder design innovation, and backward design will cause the market and benefits to lag behind, continuing to drag down the company's investment, and finally making it even more difficult to achieve advanced processes."
Yu Hong suddenly said: "Intel's return to mobile strategy is indeed a good opportunity for AMD. The gap in process level between the two companies was too large. If AMD can continue to obtain licenses and truly launch a product with a good reputation, Intel is likely to be attacked from all sides."
Ever since Qualcomm acquired Avago, Intel, which acquired Broadcom, has become a heavyweight rival that has made it frown. Conversely, Intel's mobile strategy also needs to face the new Qualcomm.
Neither of these companies can be easily suppressed.
If AMD can launch an effective attack at this time, Intel will be in big trouble.
Perhaps he realized this, or perhaps it was out of habit to suppress his opponents, so Brian came this time with conditions related to AMD.
As Mr. Fang and Mr. Yu talked about Intel's model and current situation, the discussion in the general office conference room deviated from the topic and everyone analyzed the competition situation in different markets with great interest.
When they had lunch the next day, Fang Zhuo mentioned the points that were almost a consensus at the meeting when communicating with Brian again.
"Intel needs to make bigger changes. The cost of future process research and development is increasing. You need to adjust your strategy appropriately. If you want to sell mobile phone chips, the design and manufacturing departments must at least be separated to a certain extent. The latter must come up with a more flexible foundry model."
"Instead of what you are telling me now, you think Yike can only accept Intel's arrogant foundry conditions."
Fang Zhuo spoke a little impolitely.
Brian was not angry, but just laughed dumbly: "Mr. Fang, Mr. Fang, judging from your tone, Intel is the company that is in trouble. Is it Intel that is proud, or is it you, Mr. Fang?"
"Who do you think can provide Intel with a large number of orders in today's mobile phone chip market?" Fang Zhuo said, "This is a golden opportunity for Intel. Otherwise, I would never have been able to take out Yi Ke's order from Bingxin."
Brian smiled. This was obviously something he had to do.
"AMD has given up its entanglement with GlobalFoundries. Even if it does not cooperate with IceCore, it will look for more advanced processes. Samsung and Taichi may be able to help it." Fang Zhuo pointed this out and gave an example to convince him, "Now Intel is facing a choice, a wrong choice you once made."
Brian listened to what was going on without paying any attention.
"As far as I know, Intel was approached for the iPhone's mobile phone chips. It was Steve Jobs who personally approached Otellini, hoping that Intel could make chips for Apple, but you rejected this uneconomical deal because of the low order price and limited quantity." Fang Zhuo shook his head slightly. "The opportunity that Otellini once missed is now in front of you, Brian, you must cherish it."
Otellini is the former head of Intel. Brian took over his position and worked with him for a long time, so he knows more about the incident.
As the head from 2005 to 2012, one point that was often mentioned during Otellini's tenure was Intel's confusion in the mobile era.
Looking back now, if Intel had taken the iPhone order at the time, the situation might have been completely different.
However, Otellini's decision is like a microcosm of his entire mobile strategy.
Fang Zhuo personally poured a glass of red wine for Brian and said seriously, "Otellini said no to Jobs back then. I hope you can think carefully about it. This is not Yike begging Intel, nor is it Intel begging Yike. This is just the best opportunity for the two companies to meet the challenge together."
Brian met Mr. Fang's gaze, and his resolve was really shaken. It was really difficult for him to say the word "no".
After struggling for the past few days, I finally realized that my current energy is not enough to cope with the difficult task of finishing the book. I will take annual leave tomorrow until Sunday. I hope to work hard and bounce back.
I recommend this book again, if you are interested you can take a look.
(End of this chapter)