Fang Zhuo and Brian fully exchanged views on the 23rd floor of Yike, which enhanced their mutual understanding, but each also reserved its attitude.
When he put the plans from Intel at the general office meeting, the online and offline meetings suddenly exploded. The office immediately became noisy, and the speakers from European and American executives also started to buzz.
Yu Hong was quick-witted and quickly banned the ability to speak online, then asked everyone to calm down, and finally expressed her own opinions.
"This is not an equal deal, and we cannot hand over the initiative."
Fang Zhuo glanced at Yu Hong appreciatively and nodded: "Indeed, Intel's wafer manufacturing is of great significance to stabilizing our industrial chain. However, even if we reach 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 global market uncertainty will increase in these two years.
Even if Yike and Intel reach a cooperation, Intel will not be able to disobey orders from BIS.
Yike is indeed different from the sensitivity of Bingxin's industry. It is just a technology company mainly engaged in consumer electronics. However, the administrative reasons are too easy to find. They just mention "user data risk" or "communication data security".
relevant measures can be promoted.
In particular, the next two years also include the factor that Oko will end his term.
Taking all this into consideration, even if Intel breaks convention, its cooperation will be uneconomical.
Of course, this is Fang Zhuo's perspective, and for the general office members who attended the meeting, Intel asked for WLS and Yike Optoelectronics, which was a naked attempt to take advantage of the situation.
WLS's baseband chips and Yike Optoelectronics' image sensors are both extremely high-quality businesses of Yike. In the past two years, the company has been considering merging these two subsidiaries, or adding Morningstar Semiconductor to form a three-in-one.
This will enable us to launch a very competitive “little Qualcomm”.
Even, because of the existence of Yike Optoelectronics, such "little Qualcomm" is healthier.
Leading baseband, good mobile phone chips, excellent image sensors, this future is very imaginative, and if a potion named "Zhurong" is added, its upper limit will be even higher.
Qi He previously proposed the external distribution of "Zhurong" chips at the general office meeting, and the external form does not exclude the possibility of placing it in subsidiaries in a completely new way that everyone knows.
In this way, Yike not only retains Zhurong, but its subsidiaries also have products to test the high-end mobile phone chip market.
With all this, there were many discussions and debates within the company, but there was no idea of selling them.
Having said that, Intel's vision is also very accurate, and the businesses it wants to buy this time are all promising businesses.
"Intel is still wary of Ice Core's 16nm, especially since AMD announced cooperation and obtained a temporary license. Our business cannot be sold, but if we can get Intel's foundry, this will indeed be a good deal for us in the short to medium term.
Supplementary." Schroeder, President of Yike America, opened the microphone and expressed his meaning tactfully.
Not just a supplement, Yike's stock price has already reflected everyone's expectations.
Yike's current internal judgment on the global market is pessimistic, but most investors are still looking forward to Yike solving the ice core problem and completing a clean cut and turnaround.
At this moment, Intel, the only company in the world with better process technology, came out with real news, and Yike's stock price immediately rebounded.
Liu Qiangdong observed the boss's expression and saw that he was not displeased. He also said: "The cooperation between Ice Core and AMD has just begun. The temporary license period is only 90 days. I'm afraid it itself will not last long."
Logically speaking, this should be the case.
Therefore, after hearing the news, he felt strange that AMD was still applying for a temporary license. AMD seemed to be bucking the trend.
Qi He also agreed: "As long as the communication with Intel can reduce the conditions to just this one, oh, it can also add new models equipped with its chips. This will be a more suitable cooperation. Intel acquires Broadcom.
To adjust its mobile strategy, it also needs to continue to open up the mobile market."
Fang Zhuo nodded and said concisely: "AMD is Ice Core's partner, and I can't abandon it."
Everyone in the conference room was startled. Liu Qiangdong and Qi He, who had just spoken, looked at each other unconsciously. Okay, okay, okay, okay, Mr. Fang is really... a good person!
The boss’s reason is really very clear.
The conference room was quiet for a while. After all, this was Bingxin's matter. Mr. Fang refused so simply. Who knew what was going on here.
"I will talk to Brian again. In fact, I am looking forward to what kind of impact AMD will have on Intel after using the ice core process." Fang Zhuo said, "Intel's IDM was very successful in the past, but it also has
It is a vicious cycle. Once there are problems in the research and development of advanced processes, it will hinder design innovation, and backward design will make the market and efficiency fall behind, continue to drag down the company's investment, and ultimately it will be more difficult to realize advanced processes."
Yu Hong suddenly said: "Intel's return to the mobile strategy is indeed a good opportunity for AMD. The previous process levels of the two companies were too different. If AMD can continue to obtain licenses and truly launch a product with a good reputation,
Intel is likely to be attacked from both sides."
Since Qualcomm acquired Avago, Intel, which acquired Broadcom, has been a major opponent that has made it frown. On the contrary, Intel's mobile strategy also needs to face the new Qualcomm.
Neither of these two companies can be easily suppressed.
If AMD can launch an effective attack at this time, Intel will be in a lot of trouble.
Perhaps realizing this, or perhaps out of habit of suppressing his opponents, Brian came with conditions related to AMD this time.
As Mr. Fang and Mr. Yu chatted about Intel's model and current situation, the discussion in the general office conference room also deviated from the topic. Everyone was interested in analyzing the competition in different markets.
When they had lunch together the next day, Fang Zhuo communicated with Brian again and mentioned the views that were almost unanimous at the meeting.
"Intel needs bigger changes. The subsequent process research and development is costing more and more. You need to adjust your strategy appropriately. Since you want to sell mobile phone chips, the design and manufacturing departments must at least be divested to a certain extent. The latter must be done.
A more flexible foundry model.”
"Instead of what you are telling me now, you think Yike can only accept Intel's proud foundry conditions."
Fang Zhuo's words were a little rude.
Brian was not angry, only laughed a little: "Mr. Fang, Mr. Fang, judging from your tone, Intel looks like the company in trouble. Is Intel arrogant, or are you, Mr. Fang, arrogant?"
"In today's mobile phone chip market, who do you think can provide a large number of orders to Intel?" Fang Zhuo said, "This is a once-in-a-lifetime opportunity for Intel. Otherwise, I would never have been able to take out Yike's order from Bingxin."
Brian smiled, obviously out of necessity.
"AMD has given up its entanglement with GlobalFoundries. Even if it does not cooperate with Ice Core, it will look for more advanced processes. Whether Samsung or Taichi, they may be able to help it." Fang Zhuo pointed out this point and gave an example.
He persuaded, "What is now before Intel is a choice, a choice that you have made wrong."
Brian listened to the rest of the story indifferently.
"As far as I know, Intel was originally approached by Intel for mobile phone chips for the iPhone, and it was Steve Jobs who went to Otellini himself, hoping that Intel could manufacture 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 have to cherish it."
Otellini was the former head of Intel, and Brian took over his position. He had also worked with him for a long time, and he knew what had happened.
As head of the company from 2005 to 2012, one of the things that was often mentioned during Otellini's tenure was Intel's inability to cope with the mobile era.
Looking back now, if Intel had taken the iPhone order at that time, the situation might have been completely different.
However, Otellini's decision is like a microcosm of his entire mobile strategy.
Fang Zhuo poured Brian a glass of red wine with his own hands 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 Intel begging Yike. These are just two companies.
The best opportunity for businesses to meet challenges together."
Brian met Mr. Fang's eyes and his mind was really shaken. It was really hard to say the word "no".
