"Shocked! Feigou Jingdong's single-day GMV exceeded 100 billion on Double Eleven, which is the first time for a Chinese e-commerce platform!"
"The total sales of China's e-commerce platform during Double Eleven totaled nearly 150 billion. Feigou, Jingdong, Meituan, Taobao and other platforms under Feigou accounted for 5/4, setting a historical record!"
"The Double Eleven Home Appliances Three Kingdoms War has come to an end. Suning, Gome and Jingdong have no losers, they are all winners. Consumers have benefited, and e-commerce and home appliance companies have achieved real results."
"Logic
"..."
Lu Fei was sitting in his office, reading about Feigou, Logic and Penguin's success in Double Eleven, with the corner of his mouth raised.
Especially when we see that the proportion of Penguin Payment in this Double Eleven has hit the 40% mark for the first time.
Taking the opportunity to cling to Suning and Gome's Yipay, the abacus was wrong again and was squeezed into "Others" which only accounted for 05%. It can be said that Lu Yun's plan was bankrupt.
"Zhang Jindong is quite aware of current affairs and knows that by cooperating with us, Suning.com can win more, instead of messing around with Lu Yunzhao." Xu Lei crossed his legs, feeling proud.
"When a husband and wife still quarrel, they should quarrel at the head of the bed and then at the end of the bed." Lu Fei said with a smile, "No matter how much Jingdong and Suning quarrel, it is not something that an outsider like Lu Yun can intervene casually."
"Suning will not abandon Yipay for no reason and choose Penguin Pay. Are there any conditions you want to give him?"
Xu Lei blinked curiously.
"I just made him an offer he couldn't refuse."
Lu Fei said mysteriously: "By the way, let me tell him, there is no need to fight between Jingdong and Suning. The real good days of e-commerce have just begun, and the cake will only get bigger and bigger in the future. Instead of grabbing the cake now, it's better to
Why don't we make a cake together? He listened."
"No!"
Xu Lei shrugged.
"Businessmen are all thieves, and they will help whoever wins."
Lu Fei smiled.
During the Double Eleven campaign, the allies formed by home appliance companies such as Suning and Gome were firm at first, but they were threatened, bribed, or tempted, and turned to Jingdong. People's hearts were divided.
The team dispersed.
Especially for Gome, Suning and Jingdong are fighting each other and making a lot of money, so they have a tacit understanding of the double act.
His mouth is full of hatred, his heart is full of business!
"In any case, Jingdong's 3C digital home appliance business won this time, thanks to logic!"
Xu Lei said with emotion: "Hey, darling, the 1 million units of logic
Dong’s data.”
"It's not all thanks to the suppression by the United States."
Lu Fei looked at the paper and saw that only mobile phones were sold. In the Double Eleven activities of Feigou, Jingdong, and Meituan, the sales volume exceeded 3.5 million units, not counting tablets, headphones, and computers.
“Can your production capacity keep up?”
Xu Lei was very curious.
"Do you think BYD's super foundry in southern Henan is just a decoration? However, the third shift is definitely indispensable."
Lu Fei thought for a while and called Sun Hongjun.
"Mr. Lu, there is absolutely no problem with production capacity!"
As soon as the call was connected, Sun Hongjun swore his promise.
BYD, coupled with Logic's own foundry, can achieve an average daily production capacity of up to 300,000 units. The remaining production capacity is then allocated to Shenzhou, Tianyu, Xiaomi, etc., and tablets and computers——
Some of them were allocated to HTC and Pegatron of Bayan.
As for wafer foundry, they would rather go far away than the near, and would not go to TSMC at all costs, imposing a blockade on the revenue economy!
"good!"
Lu Fei nodded with satisfaction.
"Mr. Lu, how is the sales situation of iPhone 4S?"
Sun Hongjun inquired.
"The sales volume is not as good as that of Xiaomi and Shenzhou, less than 200,000 units, only about 110,000 units." Lu Fei laughed heartily.
"That's pretty much what we expected. With the 'Antenna Gate' and 'Colon Gate', coupled with the differentiated treatment during subsequent recalls, Apple's mobile phones have completely lost popularity and reputation in China."
Sun Hongjun was excited at first, but then said helplessly: "It's just that I gave Samsung an advantage and helped Samsung eliminate a strong enemy in vain."
"There's no rush, come one by one. After Apple and TSMC, it's Samsung's turn."
Lu Fei didn't take it seriously and didn't take Samsung OEM seriously. Even if he got the EUV lithography machine, he still looked down on it.
Taking the 32nm process as an example, Samsung's yield rate is only 58%, while that of composite cores is as high as 82%.
Due to the gap in technology accumulation, Samsung lags behind Fuxin in terms of power consumption, heat dissipation and yield rate.
Moreover, there is a lack of technical leaders like Liang Mengsong and Hu Zhengming. Faced with increasingly higher process technology thresholds, Samsung is unable to cope with its internal capabilities and has developed impatience.
Internal fighting, and even falsification of internal and external data.
"Hey, that's the truth."
Sun Hongjun smiled from ear to ear.
The two talked on the phone about Apple's news after Jobs's death, and then asked about Logic's sales in the European market.
"The situation is very good. Soon we will replace Nokia and become the number one mobile phone market share in Europe!"
Sun Hongjun was very excited. Thanks to Master Lu and Microsoft playing a Trojan horse trick, they acquired Nokia.
Since Nokia was acquired, laymen led experts, and the internal chaos was instantly chaotic. The MeGoo system, which originally competed with Android and IOS, was shunned, which led to the breakdown of cooperation between Nokia and Intel and the deterioration of the relationship. The chips for Microsoft's mobile operating system were not used.
If Qualcomm is ready, it can only find chip companies such as AMD to redesign it, which will take at least two years.
Two years is enough for smartphones to undergo earth-shaking changes!
It is enough to completely change the European market!
"Have you won Nokia's chip foundry order?"
Lu Fei helped Microsoft acquire Nokia, but it was agreed in advance that a portion of Nokia's orders would be given to Fuxin.
"TSMC's parts have been replaced with composite cores."
Sun Hongjun was very proud. In fact, there was no agreement between Mr. Lu and Microsoft, and he was confident that he could get it from TSMC.
After all, no one will refuse the package of "40/45nm mature process + info advanced packaging", this is the ultimate cost-effectiveness!
"TSMC has lost another customer."
Lu Fei had a bad smile on his face.
"Mr. Lu, we also got an interesting news. I don't know whether Samsung is intentional or unintentional. It seems that it is cooperating with us to fight a price war with TSMC and is also grabbing orders from TSMC."
Sun Hongjun also laughed evilly.
"Oh, Samsung?"
Lu Fei raised his eyebrows.
"Maybe Samsung is retaliating against TSMC for taking iPhone 4s orders from it," Sun Hongjun speculated.
"It seems that Samsung may want to continue its plan to 'kill the treasure island'." Lu Fei thought that Continental Semiconductor had transferred part of its orders from TSMC to Samsung, giving Samsung confidence and opportunities.
Baodao's Dram memory chips were destroyed first. If it weren't for its own Yangtze River Memory, which was involved in various strategies, it first acquired Huayake, and then combined with Nanya to gather and support a group of companies that were on the verge of collapse and bankruptcy. Baodao's Dram industry chain collapsed.
The same goes for the panel industry. If it weren't for the help of Chenhong Panel and BOE, Baodao's panel industry would have suffered heavy losses.
When it comes to Samsung's deal with TSMC and UMC's wafer foundries, Logic's supply chain orders are also getting a steady stream of blood transfusions.
"Sooner or later, TSMC will take the initiative to negotiate peace with us. At that time, I want Zhang Zhongmou to surrender in front of me in person!" Lu Fei's eyes were sharp and his tone was firm.
Then, he asked Sun Hongjun:
"Has the result of the first-instance judgment been announced?"
…………
It has been raining all day in Baodao, and the sky is gray.
In the huge conference room of TSMC, except for those who could not attend, almost all the senior executives were present. Their eyes were unanimously directed at Zhang Zhongmou, who was in charge, and his face was gloomy and dripping with water:
"I think you all know it."
"In the first instance, we lost."
"Mr. Zhang, we must file a second-instance lawsuit immediately. We must not admit it so easily!"
Jiang Shangyi was the first to stand up and express his position.
There is the first one, there is the second one, and there is the third one, all of them agree with Jiang Shangyi's proposition, but Cai Lixing has doubts in his heart and says:
"The key problem is that if the lawsuit is still being fought in the American courts, we will not be able to win against Lu Fei based on our connections and resources. I originally thought that the logic was sanctioned, and the American government would be on our side, but I didn't expect that it would be so biased towards him!
"
"Yes, it was a miscalculation to place the lawsuit in the United States!"
"If I had known earlier, I might as well have filed a lawsuit in our court!
"What's the use of firing horse artillery now?"
In an instant, the TSMC executives who were deeply shocked by Mr. Lu's network of connections were all talking.
"alright!"
Zhang Zhongmou's eyes and mouth twitched. If there was one thing he regretted most about the war with Fuxin, it must have been choosing the wrong home court. "There is nothing to say about this matter. Let's continue to appeal."
"yes."
Everyone ended their quarrel and spoke in unison.
Zhang Zhongmou looked around, and everyone was depressed or depressed. Even Jiang Shangyi, who was responsible for fighting Fu Xin, was worried.
As soon as the verdict came out, morale was indeed dampened!
But not only did they lose the lawsuit, but more importantly, in the second half of the year, TSMC's revenue has been declining for almost six consecutive months. I thought that if I turned to Apple, I could count on Apple.
Unexpectedly, what happened in exchange was an avalanche of market value.
But the complex core on the other side is booming.
Backed by Logic, Shenzhou, BYD and so many related cooperative companies, this time Logic shined in Double Eleven, accounting for the majority of orders, and naturally made a lot of money. Even SMIC,
I also got a big piece of meat.
In just one year, we have emerged from the shadow of continuous suppression by TSMC, ended the civil strife, and regained our strength.
If it really allows SMIC to recover, wouldn’t the suppression be in vain?
He is in a hurry! TSMC is also in a hurry! Time waits for no one!
"How many orders does Apple have this time?"
Zhang Zhongmou looked straight at Jiang Shangyi.
"It is tentatively set at 2 million pieces."
Jiang Shangyi looked embarrassed.
"So few! There are 500,000 less than the previous batch."
Tsai Li-hsing is extremely disappointed. This is simply not enough to fill TSMC's teeth, let alone solve its urgent needs.
"Alas~"
Jiang Shangyi was embarrassed to explain for Apple.
Not to mention the Chinese market, in the European market, Logic pioneered the concept of environmental protection and established the Type-C Interface Unified Standard Alliance.
Logic's green environmental slogan coincides with the recent "environmental movement" in Europe, such as the rise of the Green Party in Germany, and Logic phones are very popular in Europe.
Apple's situation is exactly the opposite!
I was reluctant to part with the Lightning interface, and repeatedly refused to join the Type-C Interface Unified Standard Alliance. Later, a fierce conflict broke out with environmentalists at Apple headquarters.
In public opinion, it was severely criticized.
With the death of Steve Jobs, the "colon gate" was finally suppressed, and the "interface gate" soon broke out. Compared with the health issue, the ideological issue of environmental protection is more serious.
"What did Cook say?"
Zhang Zhongmou frowned.
"Cook said that iPhone 4S sales may be reduced by at least 5 million units, and the real turning point will not occur until the first half of next year."
Jiang Shangyi explained: "Logic phones will not get support from operators next year and will definitely leave the United States. Apple can take a large part of the free market share. I expect that the Apple conference next year at the latest will be TSMC's turnaround."
day."
"Mr. Jiang, you know what you are talking about!"
Cai Lixing glanced at Zhang Zhongmou, who also looked unhappy.
Jiang Shangyi asked in confusion: "What do you mean?"
"Next year's Apple conference will have to wait until June! Before that, I ask you, how will TSMC survive!"
Cai Lixing's eyes widened and he raised his troops to investigate.
In an instant, there was an uproar and a lot of discussion.
In the third and fourth quarters, TSMC's revenue and profits have both declined without a doubt. Waiting until the 2012 Apple conference will mean that the first and second quarter financial reports of next year will only become more and more ugly.
It also means -
TSMC has been losing money for a whole year!
How low will the stock price drop by then?
Even if Zhang Zhongmou can suppress the management, what about the directors and shareholders? They will definitely seek an explanation from the management!
"Mr. Zhang, I'm not only worried about this, but also about Samsung. This bastard Samsung will bite us back!"
Cai Lixing reminded me.
"Whoa whoa whoa."
Amid internal and external troubles, the entire conference room fell into deathly silence, and the only sound heard was the sound of raindrops coming from outside.
Suddenly, a voice suddenly came out:
"What if we seek peace with Lu Fei?"
Suddenly, everyone's attention, including Zhang Zhongmou, surrendered to the capitulationist who advocated peace.
Return to the embrace of logical supply chain?
"no!"
Jiang Shangyi shook his head and refused: "Have you forgotten the two conditions Lu Fei mentioned! Withdrawing the charges against Liang Mengsong, supporting Fuxin's investment in ASML, and suing for peace are just drinking poison to quench thirst!"
“What if you can choose one of the two? Liang Mengsong must leave Fuxin, but can he support Fuxin’s investment in ASML?”
Faced with the suggestions from senior executives, Cai Lixing pondered: "I think Liang Mengsong can be allowed to stay at Fuxin, but Fuxin must not be allowed to invest in ASML, not even for one share!"
"There is the "Vanason Agreement"..."
Jiang Shangyi curled his lips disdainfully.
"So what? You can't get an EUV lithography machine for the composite core, but you can get an immersion DUV lithography machine. With Liang Mengsong's talent, it's amazing that he got an immersion DUV lithography machine!"
Cai Lixing narrowed his eyes.
Zhang Zhongmou understood clearly that Liang Mengsong was a great talent, but one day he would encounter a situation where it was difficult for a clever woman to make a meal without rice.
Because there is no photolithography machine comparable to ASML on the other side!
Without advanced lithography machines, complex cores will always lag behind TSMC. The current mainstream is 40/45nm process. This gap is not obvious yet. What about 28nm, 14nm, and 7nm?
There is no immersion DUv lithography machine, and there is no EUV lithography machine. In the future, we can only rely on Samsung, TSMC and Intel, and there will no longer be the current situation of stuck orders!
"Perhaps, we can talk to Fu Xin."
Zhang Zhongmou pondered for a long time and finally made a decision.
