Reinventing the Millennium.

Chapter 956 Global Fourth Generation Factory (4K)

The domestic market situation of Yike mobile phone is very good.

This also means that the launch of Yike's own YMS will become more fundamental.

In addition, both Hanwang and Meizu have obtained mobile phone network access licenses and are making final preparations for the upcoming listing.

Needless to say, the former, Yike YMS communication is very smooth, the latter, I have some doubts, but after carefully comparing the fluency differences and explaining carefully in Yike, I feel that the general trend is overwhelming, so I followed.

The mobile phone made by Ni Runfeng, the former head of Changhong, and his team may be launched in the middle or second half of the year, and it is naturally equipped with YMS.

Domestic brands are doing well, but Samsung, which is also equipped with an Android system and will enter the domestic market, is different.

Yike contacted Samsung and talked about the issue of carrying it, but Samsung refused without hesitation and would not consider the so-called YMS and related certifications.

If Samsung doesn't follow suit, there's no other way but to let it go.

Fang Zhuo pays more attention to YMS, which is related to the experience of using mobile phones, but this is a work that is not valued very much within the company. If there is a standard for measuring it, cloud computing is not even valued by everyone.

The cloud computing department, under the leadership of Wang Jian, the former vice president of Microsoft Research, gathered a group of engineers to do cloud computing that everyone doesn't understand.

The problem is that although this Wang Jian is a doctor, he is a psychologist, and according to the news from the department, he is not very good at writing code.

This will inevitably be questioned.

Fang Zhuo flipped through the work report and saw the description from a third-party perspective. When Wang Jian was questioned, he seldom defended himself. Occasionally, when he was in a hurry, he used himself as an example-"Could Mr. Fang know how to write code? Just write the code." Is it good?"

Regarding this situation, I still have to make some comments.

Fang Zhuo thought over and over again. He didn't make a long speech, and he didn't name anyone. He just wrote instructions in his work email and copied them to multiple departments—"Cloud computing is a direction that has been verified by Amazon. It's difficult but worth investing in. Besides, no matter how difficult it is, can it be more difficult than ice cores to overcome advanced manufacturing processes?"

Can a promising but difficult business be done?

There is an ice core under the whole frame, and if the ice core can do it, so can it.

People in many departments saw the attitude of the boss... It's not impossible to refute it. Although they don't know much about cloud computing, the most important thing is that the leader, Wang Jian, doesn't look like someone who can do this!

However, the boss said so, especially when he lifted his beloved ice core out, there was no need to go up and make trouble, just let the facts speak for themselves.

Fang Zhuo could roughly guess what some people were thinking, and he was thinking about standing up for Wang Jian at the annual meeting to see if he could further promote the development of this business.

The end of the year is approaching, and the annual meeting is approaching. After years of hard work, I finally have a lot of money in hand. In addition to considering the development of the ice core and the domestic semiconductor industry, Fang Zhuoren is taking the opportunity to sort out the entire framework during the past few days at Hang Lung 23.

At noon on January 1th, Fang Zhuo sent Su Wei away. He felt that Mr. Su’s e-commerce work in charge of the past few days must have been greatly relieved. He always had a leisurely discussion with himself about cloud computing, semiconductors, Android systems, The development of mobile Internet and other directions.

In the past, although Teacher Xiao Su was able to talk about these things, but more energy and interest were put on the e-commerce of Yigou.

Does Mr. Su have any ideas about mobile phones or group work?
Fang Zhuo passed this idea in his mind, and flipped through the report from the service alliance and the integrated circuit industry investment decision officially confirmed by multiple departments just yesterday.

But before he could take a second look, the landline suddenly rang.

The caller identified himself as Haydn, director of the International Data Corporation IDC.

IDC is a world-renowned professional provider of information technology, telecommunications industry, and consumer technology market consulting, consulting, and event services. It often publishes market information, forecasts, and analysis articles on industry hotspots.

However, just after exchanging a few words with Haydn, Fang Zhuo became a little anxious when he heard the other party's intention.

"Mr. Fang, according to our statistics and estimates, Ice Core was selected as one of the top ten wafer foundries in the world in 2008. Congratulations. Ice Core is ranked fourth. If you don't mind..."

The world's top ten wafer foundries!
ice core!

Fang Zhuo only let the information in his mind for a second before interrupting: "What? Impossible, I made a mistake, where is the top ten in the world? Your IDC must be rigorous, and you can't catch people's attention!"

For a long time, ice cores have been very low-key, especially after 65nm, the domestic media basically dealt with noise reduction and did not publicize it.

How did this become one of the top ten wafer foundries in the world?
Fang Zhuo was a little angry.

Hearing Mr. Fang's reaction, Haydn was stunned for a few seconds and said: "According to our assessment, our inquiries and information collection from Ice Core's customers, as well as information from sources, Ice Core's 2008 annual The revenue is around US$14 billion, Mr. Fang, I just want to verify this data with you today."

"How could there be so many? The IDC name is not... the name is not worthy of the name." Fang Zhuo almost used the wrong idiom, but the IDC really deserves its reputation, and the data is too accurate.

The so-called source is probably not Goldman Sachs or any shareholder.

Bingxin has always been secretive about its own business and revenue, but institutional shareholders can always know about it.

Throughout 2008, Ice Core's annual revenue did reach US$14 billion, or US$14.18 billion to be precise, which is large enough to become the world's leading wafer foundry.

The reason why the progress is so great is because of the smooth operation of the 65nm production line.

In the first quarter of this year, the production capacity of the 65nm production line at the Luzhou factory climbed up, from 3W to 1.5W in March. The remaining three quarters were affected by the subprime mortgage and the financial crisis, and the capacity utilization rate failed to meet expectations. Full, the average is only 2.5%.

全年下来，1.5+1.5+2*10=23W片。

Icecore’s 12-inch 65nm process wafer price is inferior to that of Taiji and UMC. Taiji’s is $5000 a piece, UMC’s is $4500, and Icecore’s average price is $4400.

The annual revenue contributed by the 65nm production line alone is 23W*4400=10.12 billion US dollars.

The 130nm production line of the Luzhou factory, the niche storage of the second factory in Lin'an, and the sensors of the third factory in Shencheng have a combined revenue of 4.06 million US dollars.

Even though the most advanced mass production process in the world is 45/40nm, the relatively advanced 65nm process has pushed Ice Core to the ranks of the top ten foundries in the world within more than a year of mass production.

This is a bit like the original SMIC, which became the fourth largest foundry in the world in just four years, relying on the rapid catch-up and implementation of the manufacturing process.

This is one of the meanings of advanced manufacturing processes.

Of course, big factories and strong factories are two concepts.

Fang Zhuo thinks that the ice core is not particularly big, let alone strong. Last year, the revenue was 14.18 billion US dollars, the cost was 13.38 billion, the gross profit was only 0.8 million, and the net loss was 2.9 million.

Why is this situation the top ten or even the so-called fourth fab in the world?

Your IDC judges based on revenue alone. Is there a problem with this standard?
Fang Zhuo was indifferent to the evaluation from IDC.

"Mr. Fang, IDC is absolutely professional. Based on the information disclosure of Qualcomm, AMD and other customers, as well as the situation of upstream raw materials, we believe that the ice core 65nm process has brought sales of up to 10 billion US dollars to the fab, while the Shencheng plant The production of sensors bucked the trend and rose in the second half of the year, which is also a gratifying performance in the industry." Haydn roughly understood what kind of boss Fang always belonged to.

He kept polite and emphasized: "Mr. Fang, IDC is very happy to see a company comparable to SMIC in Huaxia, and hopes that Bingxin can achieve greater development in the future. This data verification is only for correction. Since If you disagree with the numbers, we will seriously compare the data."

It is impossible for IDC to modify the conclusion easily. You are just the chairman of Bingxin, and what revenue data do you know.

Fang Zhuo heard the other party's insistence, frowned and asked, "You just said that Bing Xin is the fourth? Who is in front?"

"Tai Ji, UMC, Chartered Semiconductor." Haydn said calmly.

"What about their revenue?" Fang Zhuo asked again.

Haydn continued to answer: "Taiji is 106 billion U.S. dollars, UMC is 29.6 billion U.S. dollars, and the franchise is 17.4 billion U.S. dollars."

Fang Zhuo murmured, the one in front is still strong, especially the one at 01:30.

Haydn asked: "So, Mr. Fang, do you agree with Bingxin's 14 billion revenue?"

Fang Zhuo said decisively: "There is a problem with this data. To be honest, Bingxin's revenue in 08 was US$13.08 billion. There must be something wrong with your data."

Haydn was surprised, but also a little confused. Is it because his own data counted an extra [-] million US dollars?
After all, this is the chairman of Bingxin, and he also knows how to read the report.

"We will check the information and data again. If this is the case, Ice Core can rank fifth last year, and the fourth place is SMIC's US$13.53 billion." Haydn made a hypothesis.

Fang Zhuo gave a "hmm" and said, "You only lined up the foundry? What about the entire semiconductor company?"

Haydn said regretfully: "We still have a ranking of the top [-] semiconductor companies in the world, but Bingxin did not enter the discussion of this rank."

The revenue of 14 billion US dollars does not rank in the top twenty.

He added the data: "No.20 is Nvidia's $34.5 billion, and No.1 is Intel's $341.4 billion, but I am personally optimistic about Bingxin's improvement on this list."

"In 08, the overall revenue of the global semiconductor industry is estimated at 2666 billion, and the revenue of the top 1662.6 semiconductor companies totaled 62 billion, accounting for [-]%."

Fang Zhuo sighed and pointed out the inadequacy: "Ice Core is still at a loss, I think ranking based on revenue alone is a very inaccurate measure, and it should be judged based on comprehensive profit, R&D and other data. "

Haydn said politely: "The huge depreciation expense brought by the equipment will be quickly amortized in the next few years, won't it?"

Fang Zhuo didn't discuss it anymore, he is a knowledgeable person.

65nm will be a popular process in the next few years, and the losses caused by equipment upgrades can be made up quickly.

The call from IDC is over, and the related news is probably not too late.

Fang Zhuo thought over and over again, forget it, the New Year's Eve is also considered a kind of recognition.

Most importantly, one cannot prevent such evaluations by oneself.

65nm is already a noteworthy process in the world, otherwise there would not be such major international customers as Qualcomm and AMD, and whitewashing data is not so easy to whitewash.

The good news is that Ice Core is the fourth largest wafer foundry in the world.

Bad news, everyone will know that the fourth largest wafer foundry in the world is Ice Core.

Fang Zhuo calmed down, and the third place was Singapore's Chartered Semiconductor, which was already on par. Let's try to climb another position in 09.

However, AMD seems to want to spin off the foundry business, which will also be a big factory.

Fang Zhuo actively pays attention to the changes in the industry, always looking for opportunities to fish in troubled waters or to fish in muddy waters.

……

On January 1, Yike Group held its annual meeting.

In other words, the Yike Department held its first official annual meeting.

Fang Zhuo soon realized that something was not right. There seemed to be too many people this time.

Wang Yan from Sina, Qiu Ciyun from Bingxin, Pan Ben from Yike Europe, Xiong Xiaoge from IDG, Xu Xin from Capital Today, Zhang Xuebin from Changhong, etc... Oh yes, and Yu Hong who made a special trip back to attend the conference.

In addition, he also received a gift from Pengcheng, which was a drone model.

Fang Zhuo was very interested in testing the flight in the office, not sure if it was an operation problem or a model problem.

After only 30 seconds of flying, it... slapped, fell to the ground, the battery was scattered, and the propeller broke.

"Unfortunately, can DJI send another one? I promise not to try it indoors."

Fang Zhuo said regretfully to Liu Zonghong, the secretary who walked into the president's office.

"I'll ask over there, there should be no problem." Liu Zonghong felt that this was just a toy, but this time the other party always had a heart.

Fang Zhuo packed up the drone by himself, and said casually, "You have arranged a big annual meeting this time. Many people come from other places."

Liu Zonghong only felt his heart froze, and said euphemistically: "It's all under the guidance of President Su. It is President Su who has already made the framework. I just implement it. I don't do much work."

"Really?" Fang Zhuo smiled, "Brother Wang called me just now, saying what he wanted to say."

Liu Zonghong bit the bullet: "The activities at the annual meeting will have a higher degree of freedom. There are our own family members and friends. Mr. Su thinks this will be more interesting."

Fang Zhuo nodded, but he didn't talk to Wang Fengyi in detail. Brother Wang is quite a rowdy person.

This annual meeting is also of special significance, after all, it is an event under the global financial crisis.

"Oh, since there is free speech, you can inform Wang Jian and let him participate. Cloud computing is a direction worth thinking about." Fang Zhuo said, "Ice core, ice core..."

Liu Zonghong seized the opportunity and asked: "Mr. Qiu from Bingxin is also here, how should we arrange it?"

"Forget it, if Mr. Qiu is willing to speak, he can speak. Bingxin actually needs to summarize and look forward." Fang Zhuo changed his mind slightly because of the call from IDC.

Liu Zonghong nodded, Bingxin remained unchanged, and Mr. Wang of cloud computing was promoted to representative.

Fang Zhuo put the wreckage of the drone on the table, looked at the time, and said, "Wait another half an hour, Zhou Xin's family will come with me from here, and I will see his daughter."

The Yike Annual Meeting was held at the World Financial Center, the tallest place in Shanghai. Zhou Xin was going there from his home, and happened to be on the way.

Half an hour later, Fang Zhuo carried Zhou Xin's daughter in his arms, and drove to the venue with a smile on his face as she whispered "Uncle Fang".

(End of this chapter)