Reinventing the Millennium

The sharks who had suffered losses in the financial market silently stopped thinking about Yike. Although they still waited and watched, considering the ferocity of Mr. Fang and the silent bald fund manager, everyone was more and more inclined to just watch the excitement.

Qualcomm, Taiji, Samsung and other wafer foundry companies, and even BIS, which restricted Bingxin this time, were very surprised.

Chen Fuyang arrived in China quietly. He showed his traces after negotiating with two Chinese mobile phone brands. He thought that now was indeed a good opportunity for competition.

However, no matter how he thought about it, no matter how he considered Yike's response, he didn't expect Yike to sell Zhurong chips.

What is Zhurong chip?

It is one of the core competitiveness of Yike mobile phones.

Especially Mars 8.8, it is precisely because of its absolute leading position in chips that most consumers around the world recognize the honor of "world's first".

Now, if Yike sells Zhurong chips to other mobile phone manufacturers... can its own products still remain competitive?

Qualcomm was confused.

Chen Fuyang was also confused.

There are only four high-end mobile phone chips in the world, Qualcomm Snapdragon, Apple A series, Samsung Orion, and Yike Zhurong. Before this, Apple A and Yike Zhurong were not supplied to the outside world, and Samsung's Orion only cooperated with other manufacturers in small quantities. Only Qualcomm Snapdragon, as a pure chip design manufacturer product, was widely sold.

What would happen if Zhurong was sold and used for direct head-on competition?

Chen Fuyang thought about it carefully and felt that this matter had both advantages and disadvantages for Yike, but it was definitely all disadvantages for Qualcomm. Moreover, looking back at the development of smartphones over the years, Qualcomm did not seem to have fought a serious head-on competition.

This time, if Yike puts a mobile phone chip with a good reputation in the high-end mobile phone market, how should Qualcomm respond?

Chen Fuyang felt very headache. Yike was facing so many troubles, how could it still give Qualcomm a blow like this?

He tried to call Mr. Fang, but he didn't get through. The secretary's answer was just that Mr. Fang was on a business trip.

Fortunately, the news about Yike has not been finalized. Although it came from the mouth of senior executives, I am afraid that there will be heated discussions within the company.

Chen Fuyang closely followed the news of Yike and soon learned that the future of Zhurong has not yet been determined, but Yike Optoelectronics' CMOS sensor has confirmed that the production capacity will be increased and it can be opened to more domestic customers.

Although this matter has nothing to do with Qualcomm, but...

The CMOS derived from the technology of Yike, Sony and Bingxin is also a major advantage of Yike products!

First the core chip, then the image sensor...

Is Yike not going to pass?

Chen Fuyang was shocked and put aside Qualcomm's position. After carefully studying the heavy news released by Yike in the past two days, he found a common point. Whether it is Zhurong, which is still in doubt, or the confirmed sensor, it is all for the enterprise end.

In the past, Yike was mostly for C-end consumers. Does it want to improve the revenue ratio and make more efforts from B-end enterprises?

According to the situation of Meilijian, Yike's market may have certain uncertain risks, so it now plans to make up for it from other markets?

Chen Fuyang thought from another perspective. If he were in charge of Yike's affairs now... it would be really troublesome. This time it's not just a business matter. Even a company as big as Yike would be deeply affected.

As for the news of cooperation with Intel...

Chen Fuyang not only paid attention to the real dynamics, but also knew after talking to Taiji that they were also paying special attention to this matter. If Intel was willing to do chip foundry for Yike, it would probably mean that Intel would break its IDM model of vertically integrated manufacturing for decades and enter the wafer foundry market to compete with Taiji, UMC and other companies.

Intel has always used the IDM model to reasonably configure all aspects of chips and has achieved great success in the market. Will it break the tradition for Yike now?

Or is this just a smokescreen released by Yike and Intel?

This problem troubled companies such as Taiji and Qualcomm, and also troubled the American BIS. According to normal procedures, Intel and Yike can of course cooperate, but...

Therefore, the people of BIS only asked about the authenticity of the news in private.

Then, they got an answer.

"We are in contact, Brian has already flown to China."

Intel CEO Brian Krzanich has already flown to China!

The two companies are serious about this? !

At least, it is a serious contact!

When such news was further confirmed by a selfie posted by Intel CEO Brian on Twitter, Yike's stock price immediately soared and returned to 390 billion US dollars.

But...

Although Brian arrived in Shanghai, went to Yike's headquarters, and met Mr. Fang, the negotiations between the two sides were quite difficult.

Brian is indeed willing to send signals and persuade the board of directors to break the convention, but along with Intel's wafer foundry, he also brought a number of conditions.

Intel wants to buy Yike's WLS to further obtain the baseband chip technology and further increase its advantages in the fields of Wi-Fi, Bluetooth and NFC.

Intel wants to buy Yike Optoelectronics, hoping to get the world's leading image sensor.

Intel wants to sell mobile phone chips to Yike, hoping that Yike will help build Intel's mobile chip brand.

And, Intel requires Bingxin International to terminate its cooperation with AMD.

Intel wants to buy Yike's high-quality assets and sell chips to Yike, thereby blocking the way for competitors.

When Fang Zhuo heard such conditions from Brian in his office, he could hardly control his expression. He wanted to be angry but not angry, but he wanted to laugh but felt the atmosphere was serious.

"Brian, are you kidding me?" Fang Zhuo could only ask.

Brian said extremely seriously: "Mr. Fang, I'm not joking. Do you want to leave Yike's fate in the hands of Samsung? In the hands of Taiwan reporters? Only by cooperating with Intel can Yike maintain long-term competitiveness! It’s long lasting!”

“Ice cores do still have production capacity, but what’s next?”

"We each get what we need. Intel needs the success of its mobile strategy, and Yike needs to maintain long-term competitiveness in the mobile phone market."

Fang Zhuo couldn't help but laugh: "Since everyone gets what they need, Brian, why does Intel buy so many things? Why do I feel like it's taking advantage of others?"

Brian sighed and explained: "Mr. Fang, Intel has succeeded with the IDM model. It takes strength to break the tradition. I need to convince the management and the board of directors. Sometimes, the necessary effort is just to get more."

"Brian, Yike is not as urgent as you think. With such harsh conditions, you are not helping us, but robbing us." Fang Zhuo shook his head.

"Mr. Fang, I think you must recognize the reality." Brian emphasized, "Since BIS has taken action to restrict Ice Core International, you have lost it now."

Fang Zhuo asked: "Since I have lost the ice core, why are you worried about its cooperation with AMD?"

Brian frowned.

Fang Zhuo said: "I appreciate your decisiveness in this trip, but, Brian, I think it is precisely Intel that needs to take this opportunity to enter the foundry market, rather than immersed in the old dream of IDM. This That’s what we need.”

Brian shook his head repeatedly and did not agree with Mr. Fang's view. He only thought that the impact Yike suffered was not enough to shake the heart of the world's number one CEO.