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Chapter 569 Qualcomm and Xingyi Semiconductor go to war, will MediaTek die?(2/3)

"Yes, if we don't fight a price war, Xingyi Technology may not be able to deliver chips. If we continue to fight a price war, then Xingyi Technology will continue to rack up orders, which is pure suicide."

"I see, then there's no problem."

Franz Quentin continued: "More importantly, it doesn't matter if the price of Snapdragon 800 is greatly reduced now. Next, we will do a facelift and name the slightly upgraded version of Snapdragon 800 as the new Snapdragon 801. That's it."

The price has gone up.”

“For example, Snapdragon 801 AA and Snapdragon 800 have almost no improvement, and sell for 250 yuan. Snapdragon 801 AB GPU frequency has been increased a little, and it sells for 260. Snapdragon 801 AC CPU and GPU frequency have been increased a little, and it sells for 270 yuan!

"

"Wait until next year's Snapdragon 805, which sells for 300 yuan, will compete head-to-head with the Kunpeng 902!"

Jacob nodded: "Okay, let's follow this strategy! The reputation of Snapdragon 800 is ruined. If the sales are still not good, we will stop production and vigorously promote Snapdragon 801. Anyway, the architecture is the same, it's just the main frequency difference."

"Yes, Snapdragon 801, to put it bluntly, it is the Snapdragon 800 with full health. In other words, the Snapdragon 800 is the Snapdragon 801 with residual health!"

"According to Franz's strategy, we must act immediately to kill Xingyi Technology as soon as possible, and at the same time win large chip orders from Samsung, Motorola, and Nokia!"

Jacob looked at Franz Quentin: "Franz, as the general person in charge, you have full authority to handle all matters!"

"Yes!" Franz Quentin was in a good mood.

This is Qualcomm Group’s crisis and his personal opportunity!

Jacob, the son of the founder of Qualcomm, is over fifty this year.

As long as you perform well, you can definitely become the successor of Qualcomm Group!

In the following days, various departments of Qualcomm quickly mobilized to start a series of negotiations.

It has to be said that Qualcomm chips after continuous price cuts are very cost-effective.

For example, the Snapdragon 800 costs 240 yuan, which is 30 yuan cheaper than the Kunpeng 706.

This price makes Samsung, Motorola, and Nokia extremely excited.

Other chips are also full of sincerity.

Compared with Kunpeng chips of the same grade, it is cheaper and can be said to be very competitive.

Although they are all 32-bit processors, and you even need to plug in your own external baseband, they are still cheap.

Coupled with the business conflict between the three major brands and Xingyi Technology, I really don’t want to buy Kunpeng chips, but can reach a strategic alliance with Qualcomm.

Without any surprise, the three major brands have placed orders one after another.

Not only did I purchase some additional Snapdragon 800s and Snapdragon 600s, I also purchased some additional Snapdragon 400s and Snapdragon 200s.

The whole process was not generally smooth.

Three days later, Franz Quentin returned to Qualcomm headquarters with the large chip order signed and went directly to Jacob:

"Chairman, fortunately, I have fulfilled my duty and signed everything."

"Okay, okay!" Jacob was excited, and his face, which had been gloomy for several days, finally brightened up: "I knew that if you take action, you can definitely do it!"

Jacob opened the contract and read it carefully:

[Samsung: 10 million Snapdragon 8, 5 million Snapdragon 6, and 5 million Snapdragon 200.]

[Motorola: 10 million Snapdragon 8 million, 5 million Snapdragon 6 million, 10 million Snapdragon 4 million, and 5 million Snapdragon 200!]

[Nokia: 10 million Snapdragon 8, 5 million Snapdragon 6, 5 million Snapdragon 4, and 5 million Snapdragon 200.]

"A total of 75 million... so few?"

The smile on Jacob's face froze: "450 million units were sold at the Xingyi Technology Exhibition, but we only sold 75 million units? Isn't this too few?"

Franz Quentin was a little embarrassed: "Chairman, Samsung, and LG have each placed an order for 10 million Snapdragon 800 units. If we count them all, there are 95 million units."

"95 million, that's not much. Xingyi Semiconductor has 450 million! 450 million!"

Jacob shouted sharply.

Really, as great as the expectations are, there will be great disappointments.

Franz Quentin sighed: "Chairman, Xingyi Technology placed orders with more than a dozen brands and sold 450 million units. We Qualcomm only has three brands. Three brands can sell 95 million units, which is already very good.

."

"Samsung, for example, has its own Orion chips. They previously placed an order for 10 million units, and now they have placed an order for 20 million Qualcomm chips. That's almost reaching the limit, and it's difficult to go further."

"Since Motorola withdrew from the Xiaguo market, its performance has deteriorated year by year. The order for 30 million chips is almost the limit."

"As for Nokia, it is in a period of turmoil. It has placed an order for 25 million chips. Even if it orders more, it will only be after it was acquired by Microsoft."

"This..." Jacob was silent.

I also understand that the three major brands have reached their limits.

It’s not that Franz Quentin isn’t great, it’s that there are too few brands.

With just three brands, how many orders can we get?

"After the price reduction, we have full advantages. Can we develop other brands such as LG and Sony?" Jacob asked.

Franz Quentin thought for a while: "You can give it a try. Some brands should still be able to place orders, such as LG. They already have Snapdragon 800 models. It's entirely possible to place orders again."

"Okay, you go try it as soon as possible." Jacob changed the topic: "The three major brands are progressing smoothly. How is TSMC's suspension of foundry going? That's the key."

Adding 75 million chips can only make Qualcomm's cold winter less severe.

TSMC stopped foundry manufacturing and let Xingyi Semiconductor suffer, so that Qualcomm can benefit.

"We are still negotiating. TSMC is hesitant and needs to step up the game!"

Franz Quentin took a deep breath: "After all, Xingyi Semiconductor has given TSMC too many orders. 20 million chips per month, which is a large order of 240 million chips a year. TSMC is reluctant to give up!"

Jacob frowned and said: "This is indeed a big problem, but there is no other choice. We must make TSMC give up manufacturing for Xingyi Technology. If necessary, use some threats!"

"Okay, I will go to TSMC to negotiate in person!" Franz Quentin responded.

"Well, you have to take action on this matter. There are also other brands who have to arrange for people to contact them and get more orders."

"yes!"

Franz Quentin quickly made various arrangements. Soon, the three teams that had just won orders from Samsung, Motorola, and Nokia set off again and went to LG and Sony.

Another team went straight to Xia State, targeting domestic brands such as ZTE, Lenovo and Coolpad.

There is no wall in the world that is airtight.

Soon, Xingyi Technology also received the news.

"Chairman, Qualcomm has taken action. The price of their chips has dropped by 10% again, which is 20-30 yuan cheaper than our chips of the same grade. We have already won orders from Samsung, Nokia, and Motorola, and are currently negotiating with other customers."

Zhu Changlin said solemnly: "I'm worried that they will successfully pry orders and let the customers we have already won reduce their orders for Kunpeng chips..."

Wang Yi waved his hand: "It's not a big problem."

"Kunpeng 706 and Snapdragon 800 have similar performance under 32-bit systems. Under 64-bit systems, we are 40%-60% stronger and can beat their Snapdragon 805. We also have chip tuning services and motherboard chipset services, even if they are expensive

For 30 yuan, users will not buy the Kunpeng 706 and choose the Snapdragon 800."

"As for the Snapdragon 600, it is even more useless. The mobile phone manufacturer has to plug in the baseband by itself. It is too difficult to optimize it by yourself. Even if it is cheaper, it is not as worry-free and trouble-free as the Kunpeng 508 with integrated baseband, not to mention that the performance of the Snapdragon 600 has no advantage."

"On the other hand, Snapdragon 400 integrates 4G baseband. Although its performance is not as good as Kunpeng 505, the price is 30 yuan cheaper, which may cause some customers to give up their orders."

Zhu Changlin also thinks so: "Yes, it is a low-end mobile phone. The performance is weaker or stronger, and the impact is not big. But it is 30 yuan cheaper, which is a great advantage. The most important thing about low-end mobile phones is the cost!"

Wang Yi nodded: "With the price advantage, it is indeed possible to reduce the order for 505 and increase the order for Snapdragon 400. Is our 505 motherboard set under development?"

"Yes, Chairman, it is under development and is expected to be completed in another half month."

"Very good, let us inform all major customers that the motherboard chipset for Kunpeng 505 is being expedited and will be on the market soon. It will be available to all major customers for free!"

Zhu Changlin's eyes lit up: "What a great idea! Without the motherboard set, the Snapdragon 400 is 30 yuan cheaper, and many customers will give up on the Kunpeng 505 SOC. But if we send the motherboard set design, it will be no problem. Motherboard set design + chip tuning + 32-bit

The leading system performance + 64-bit architecture can also increase by 40%-60%, which completely exceeds the price difference of 30 yuan!"

"That's right. If Qualcomm wants to steal our Kunpeng 505 orders, it won't be able to steal them." Wang Yixiao said, "But he can steal many orders from MediaTek!"

Zhu Changlin nodded: "It's very possible that the Snapdragon 400 at 150 yuan, the Snapdragon 200+ baseband at 120-130 yuan, and MediaTek's mid-to-low-end chips are all priced at the same price. Then who will buy MediaTek? Just go for Snapdragon 400 and Snapdragon 200

alright."

MediaTek's low-end chips cost more than 100.

"Should we fight with Qualcomm chips and beat MediaTek to death?" Wang Yi murmured.

Zhu Changlin was silent: "..."

All I can say is that it is very possible.

When the boss and the second child go to war, the third child usually dies...

Now that Xingyi Technology and Qualcomm are at war, the price of Qualcomm's chips has dropped to MediaTek's price, and MediaTek will be useless.

As for NVIDIA, it's even worse.

"Nvidia's mobile chips will be finished next year. As for MediaTek, I hope it can last two more years. As for Qualcomm, it can last a few more years."

Wang Yi had a plan in mind.
To be continued...
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