The sharks who had suffered losses in the financial market silently stopped thinking about Yike. Although they still stayed on the sidelines, but... considering Mr. Fang's fierceness and the silent bald fund manager, everyone was increasingly inclined to just watch the market.
As long as it's lively.
Qualcomm, Taiwanese, Samsung and other wafer foundry companies, and even BIS, which has taken action to restrict ice cores this time, are very shocked.
Chen Fuyang arrived in China quietly. He only revealed his presence after negotiating with two Chinese mobile phone brands. He believed that now was indeed a good opportunity to compete.
However, no matter how he thought about it, no matter how he considered Yike's response, he never expected that Yike would sell Zhurong chips.
What is Zhurong chip?
It can be regarded as one of the core competitiveness of Yike Mobile.
Especially Mars 8.8, it is precisely because of its absolute leadership 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 remain competitive?
Qualcomm is confused.
Chen Fuyang was also confused.
There are only four global high-end mobile phone chips, Qualcomm Snapdragon, Apple A series, Samsung Orion, and Yiko Zhurong. Before this, Apple A and Yiko Zhurong were not supplied to the outside world, and Samsung's Orion was only available in small quantities.
In cooperation with other manufacturers, only Qualcomm Snapdragon is widely sold as a pure chip design manufacturer.
What would happen if Zhurong was sold and used to directly compete head-on?
Chen Fuyang thought about it carefully and felt that this matter had advantages and disadvantages for Yike, but it was definitely all disadvantages for Qualcomm. Moreover, looking back on the development of smartphones over the years, Qualcomm did not seem to have seriously fought a battle of head-on competition.
This time, if Yike puts a mobile phone chip with a good reputation in the high-end mobile phone market, how will Qualcomm respond?
Chen Fuyang felt that it was a headache. Yike was already facing so many troubles, how could he still give Qualcomm a blow?
He tried to call Mr. Fang, but failed to get through. The secretary's reply was that Mr. Fang was on a business trip.
Fortunately, the news about Yike has not been completely finalized. Although it leaked from the mouth of senior executives, I am afraid that there will also be heated discussions within the company.
Chen Fuyang paid close attention to Yike's news and soon learned that Zhu Rong's future has not yet been determined. However, Yike Optoelectronics' CMOS sensors have confirmed to increase production capacity and can be more open to domestic customers.
Although this matter has nothing to do with Qualcomm, but...
CMOS derived from the three-party technologies of Yike, Sony, and Ice Core is also a major advantage of Yike products!
First the core chip, then the image sensor...
Is this okay for Yike?
After Chen Fuyang was shocked, he put aside Qualcomm's position and carefully studied the blockbuster news released by Yike in the past two days. He found one thing in common. Whether it was Zhu Rong who was still doubtful or the sensor that had been confirmed, it was all for the enterprise.
In the past, most of Yike's products were targeted at C-end consumers. Now, does it want to improve its revenue ratio and focus more on B-end enterprises?
According to the situation on the American side, Yike's market may have certain uncertain risks, so it is now planning to seek compensation from other markets?
Chen Fuyang thought about it from his perspective. If he were in charge of Yike's affairs now... it would be really troublesome. This time it was not just a business matter, even a person of Yike's size would be deeply affected.
As for the news about the partnership with Intel…
Chen Fuyang is not only paying attention to the real developments, but also learned after talking to reporters from Taiwan that they are also paying special attention to this matter. If Intel is willing to provide chip OEM for Yike, it may mean that Intel will break its vertically integrated manufacturing in the past decades.
The IDM model has entered the wafer foundry market to compete with companies such as Taiji and UMC.
Intel has always used the IDM model to rationally configure all aspects of the chip, and has achieved great success in the market. Will it now break the tradition for Yike?
Or is this just a smoke bomb released by Yike and Intel?
This problem has troubled companies such as Taiji and Qualcomm, as well as the American BIS. According to normal procedures, Intel and Yike can of course cooperate, but...
Therefore, BIS people only inquire about the authenticity of the information in private.
Then, they got an answer.
"We are in contact, Brian has flown to China."
Intel CEO Brian Krzanich has flown to China!
Are these two serious?
At the very least, it’s serious contact!
When this news was further confirmed with a selfie posted by Intel CEO Brian on Twitter, Yike's stock price immediately rose sharply, returning to 390 billion US dollars.
only……
Although Brian arrived in Shanghai, arrived at the Yike headquarters, and met with Mr. Fang, the negotiations between the two parties were quite difficult.
Brian is indeed willing to send a signal and persuade the board of directors to break with convention. However, along with Intel's foundry, he also brings a number of conditions.
Intel wants to buy Yike's WLS to further acquire 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.
Also, 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, 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 he needs, Brian, why does Intel want to buy so many things? Why do I feel like it's being taken advantage of?"
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, Yi Ke 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 back: "Since I have lost 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 each of us needs.”
Brian shook his head repeatedly, not agreeing with Mr. Fang's view. He only believed that the impact Yike suffered was not enough to shake the heart of the world's number one CEO.
