Rewrite the Technological Landscape

Kong Jingzhu stayed in Hangzhou for a while, and then witnessed something with Meng Qian.

"For American companies, it is still not worth fighting with the Dafeng Group. It seems that more American companies still want to compete with the Dafeng Group in terms of technology."

Kong Jingzhu looked at the news on the Internet while talking.

On October 29th, at the ARM Developer Conference, Intel confirmed that it would manufacture 64-bit ARM architecture processors for Altera, which aroused great concern in the market at that time. What kind of cooperation between Intel's top production line and ARM will be erased? The spark has high expectations for the entire market.

And one and a half months later, on December 15th, Intel announced in a high-profile manner that Intel would open up foundry and would be willing to manufacture chips for rivals such as Qualcomm, Apple, and Nvidia.

This news blew up the market again. Once Intel opens up the foundry, it will be a huge shock to all other foundry companies, including Gale Semiconductor.

At this moment in 2013, TSMC has not been able to handle the 22nm process, and there is still a gap between the overall production line and Intel. As for Dafeng Semiconductor, the advantage lies in the mobile processor, and the production line of high-performance processors is also incomparable with Intel. .

However, Kong Jingzhu, who read the news, immediately raised a question, "It stands to reason that even if Intel is willing to open up foundry, rivals like Qualcomm, Nvidia, and Apple will have concerns. After all, Intel can make a lot of money by relying on foundry. The more you earn, the more pressure you will have on other companies.”

"But now only Intel and Dafeng Group can handle the 22nm process in the world, which is a plus for Intel's open foundry."

"No, the news from TSMC has actually come out. TSMC will be able to realize the 22nm process next year. In terms of the chip manufacturing cycle, these companies can wait, unless they don't trust TSMC at all.

However, from the perception of the entire market, before TSMC comes out with the 22nm process, the market will definitely have concerns, but once TSMC comes out with the 22nm process, it will be hard to say. After all, TSMC has a natural advantage in addition to its excellent technology. It is a pure OEM enterprise.

After all, cooperation and competition is a very complicated relationship. How to deal with the relationship of cooperation and competition needs to involve too many factors. In this complex environment, companies like TSMC are the best choice for everyone. "

"You're right." Meng Qian recognized this point, "So if it's true that they all decide to hand over to Intel as an OEM, there may be some problems behind it. It's impossible to say that Intel will give an extremely low price. This is definitely not something Intel can do.”

"Maybe this incident is sending out a signal." Kong Jingzhu's expression became extraordinarily serious.

"What signal?"

"The signal that the United States has restarted comprehensive cooperation." Kong Jingzhu has already guessed something.

And a few days later, the market came to confirm the news.

The three rivals of Intel, IBM, AMD, and Qualcomm, all officially announced their cooperation with Intel and handed over part of the chip foundry orders to Intel. Although no specific foundry details were released, such an attitude is enough.

The market is interpreting this incredible event, but the matter is not over yet.

After all, the end of the year is when all kinds of plans are made, and this December is destined to be extraordinary.

On December 25, there was another news from Intel that Intel will focus on Astro Boy processors on 2-in-1 computers and tablets.

This news was confirmed by Intel, and it didn’t take long for a rumor to spread very quickly in the market. According to people familiar with the matter, Astro Boy will become a chip exclusively for 2-in-1 notebooks and tablets.

As for smartphone processors, Intel may be willing to accept the fact that X86 is not good enough. After accepting this fact, Intel is likely to simply use ARM as the processor chip.

When this news came out, it was really an industry shock. Even Meng Qian was shocked. This is the proud Intel. This is the Intel that represents the monopoly. It really plans to give up the X86 monopoly chain?

On December 30th, a further verification of this news happened. Apple, Intel, Samsung, Qualcomm, and Nvidia suddenly announced their cooperation, and the direction of cooperation is the mobile processor platform.

Although Intel has never admitted that it wants to use the ARM architecture to develop mobile phone chips, if Intel really wants to develop mobile processor platforms with those four companies, it seems that it can only choose ARM.

It doesn't matter whether Intel is here to be honest or to engage in marketing gimmicks.

History began to develop in a completely different direction.

And all of this was caused by Meng Qian.

In 2013, the IT market came to an end in a series of major cooperation moves by American technology companies. With the arrival of the new year, those who have not yet been extracted from the events in the United States will be shocked by the data released by China.

At the beginning of January, a piece of data from Huaxia shocked the entire global IT industry. Recently, the IT industry really couldn't even hope for peace.

In 2013, the scale of China's integrated circuit industry broke through the trillion mark for the first time, reaching 1,116.5 billion, accounting for 63% of the global integrated circuit industry!

The appearance of Meng Qian has increased this figure by nearly 200 billion, so even in the past, the scale of China's integrated circuit industry exceeded 900 billion in 2013, accounting for more than 50% of the world.

A country directly accounts for 63% of the scale of the global integrated circuit industry, which is terrible.

A figure that shocked the market even more is that in 2013, China’s integrated circuit imports reached 196 billion yuan. Although compared with the previous life, including the expansion of the market in this life, China’s foreign dependence has been reduced by nearly 35% due to the existence of Meng Qian. %, but even if it is reduced so much, there is still a huge market of 196 billion yuan. The temptation of the Chinese market is too great.

After the data of Huaxia came out, it aroused crazy heated discussions in the market, because it was too scary. Although Huaxia had a large population, its population accounted for less than 20% of the world. Years finally exceeded 100 billion.

So this is not something that can be explained by a large country and a large population. Huaxia is a special semiconductor market, and the eyes of the world's integrated circuit industry are once again focusing on Huaxia.

It is precisely because of this huge temptation that even if American companies decide to suppress Dafeng Group, there are still many problems in the process of cooperation, because the Huaxia market has caused huge internal entanglements for American companies. If the intensity of this suppression is not grasped If it's good, maybe the Huaxia market will be wiped out

And while they were still struggling with how to deal with the Dafeng Group, the actions of other Huaxia companies became more and more frequent.

In mid-January, Dell and HP both cooperated with the winning Kirin, and confirmed that they will launch the winning Kirin notebook in the first half of the year, and not only in the Chinese market, for example, in the Southeast Asian market, Dell will launch dual systems for users to choose.

Even when asked about the possibility of cooperating with Dafeng Group, both companies expressed a possible attitude, and the Huaxia market is really too fragrant.

At the same time, many European communication companies came to China to find Huawei. Nokia, which has sold its mobile phone business unit, wanted to set up a joint venture with Huawei to expand its market size and influence in China. Of course, it would also help Huawei. Better access to the European market.

Amazon, who was constantly arguing with Ali, couldn't hold back, and went to Huaxia to promote its own cloud computing platform, and even linked up with Ma Yun. The previous talk was just a joke, I It means good friends with Ma Yun.

In the next period of time, the major IT giants in the United States visited China one after another, and the CEOs of these large companies all cooperated deeply in China and increased their investment in China.

China's huge market really bought Meng Qian a little more time, and when they were frantically crowding into China, Meng Qian also increased the speed of going out, especially the European market.

Need to start fighting for speed.