Riding the wind of rebirth

Chapter 1389 Different modes

Zhou Zhi smiled and said: "I firmly believe that in the future semiconductor industry, as all links become more and more specialized, even a large group like Samsung that adheres to the IDM model will have to combine design, manufacturing, and packaging in terms of industrial manufacturing. The packaging, testing, and sales are split into several subsidiaries.”

"This is an inevitable choice for capital to pursue cost reduction and efficiency improvement. It is also an inevitable requirement for the industry to improve product quality." Zhou Zhi said: "If Samsung's joint venture factory in Zhangjiang is successfully completed in the future, in the two aspects of memory chip manufacturing and packaging, Will there be an increasing tendency to seek foreign foundries with lower costs, greater output, and controllable quality, and focus on design and sales?”

"Of course, we are just discussing a possibility now." Zhou Zhi continued: "But Ms. Zhang, isn't the purpose of our joint venture to build this memory chip factory just to carry out such cooperation? Isn't the hope that it will flourish? Then the ultimate and best prospect is that this kind of cooperation can reduce costs to a minimum, increase output to a maximum, and launch products into the world's fastest-growing market. With price advantages and quality control advantages, it can achieve global success. Can we seize a larger market share within China?”

"I really can't refute Mr. Zhou's vision." Zhang Siluo showed some embarrassment on his face: "Because this is also one of my expectations, but we Samsung itself is engaged in IDM, and the method Mr. Zhou mentioned... …”

"We might as well understand it this way." Of course Zhou Zhi knew what they meant, so he guided the direction: "In this inspection, we will focus on the connection between various product departments, and will not examine the specific business of each department."

"After all, everyone knows that we are engaged in management. The great men of our country have said that science and technology are the primary productive forces, but I would like to extend this further. Management science should be the productive force among the productive forces."

"As for the design and production of memory chips, these in-house technical experts are responsible. What we are more concerned about is how to deliver the design to the production link, and how to deliver it to the packaging and testing link after the production is completed."

"If you want to be more detailed, take design as an example. How to collaborate among the three major EDA departments - design, simulation, and verification; how to coordinate between the hard core, solid core, and soft core of the IP core, how to introduce it, and how to open it up; after the design is completed How to deliver the chip manufacturing department, how to coordinate the internal advantages among equipment, processes, and materials..." Zhou Zhi made it very clear: "These are what we are more concerned about, and these are what we want to inspect."

"Although Samsung is engaged in IDM, Ms. Zhang, we might as well consider your group's chip design department as Fabless mode, and the production department as Foundry mode, plus the encapsulated OSAT, to consider it from this perspective Samsung is exploring the possibility of business outsourcing.”

"As the saying goes, if you don't think long-term, you will have immediate worries. As a strategic thought reserve, I think this itself is an interesting topic about corporate management, and it also includes managers of Samsung headquarters and regional leaders like Ms. Zhang. It’s a subject that everyone, including everyone, should be interested in.”

Speaking of the present, Zhang Siluo has begun to admire the young man in front of him. As Zhou Zhi said, it is true that Samsung is engaged in the IDM system from beginning to end, which itself is in line with Samsung's culture and South Korea's national conditions. However, the concept of strategic thought reserve still made Zhang Siluo's eyes shine.

Although enterprises do not need to take that path now, it is not without benefit to theoretically study what kind of approach it would take if it took that path, and analyze the pros and cons that would result.

The first is that you can be fully prepared for any transformation that may occur in the future, without having to panic when the time comes.

Secondly, even if you do not transform, you can still have a clearer understanding of the ideas, methods, and future development of competitors who adopt this model, so that you can develop more flexible and effective response strategies.

I can use other people's tactics, but I can't understand other people's tactics. This is what Zhou Zhi pointed out to Zhang Siluo. It is still a win-win idea, and this idea itself has obvious benefits for Zhang Siluo, who is responsible for building the joint venture factory, because after simulating this idea first, if the memory chip factory really explodes in the future with enough production capacity for the headquarters to rely on, Zhang Siluo will We are fully confident that we can push the headquarters to try this direction. The headquarters is responsible for design and Zhangjiang is responsible for OEM. It will naturally transform into a carefully planned industrial vision.

Thinking of this, Zhang Siluo's heart became a little hot. When the time comes, his status in the enterprise will of course rise with the tide.

"I understand what Mr. Zhou means." Zhang Siluo nodded and said: "Mr. Zhou's ideas are indeed broad, so let's adjust the focus of this inspection. I will work overtime tonight and redesign it according to Mr. Zhou's ideas. Let’s examine the plan and we’ll continue discussing it on the way to the airport tomorrow morning.”

"Then thank you for your hard work." Mr. Hu said with a smile: "You should learn more from Miss Zhang and see her work attitude."

"Thank you for your hard work." Zhou Zhi also admired Zhang Siluo's resolute actions and work ability. He was able to come up with a readjusted inspection plan in one day and night, which is not something ordinary people can do.

Since Zhang Siluo is so confident, it seems there is no problem.

"Then Sony..." Zhou Zhi looked at Fujiwara Qiu and then at Hu Changfeng: "What did you say before?"

Fujiwaraoka stood up obediently, bowed to Zhou and Hu, and said with a smile: "Our company fully complies with the opinions of Director Hu and Mr. Zhou and arranges this inspection. Please rest assured!"

Sony's attitude surprised both Zhou Zhi and Hu Changfeng. The expected push was completely non-existent.

What Clover, Huahong Group and Sony want to talk about is the cooperation of DVD decoding chips, and the whole process will be based on the application standards developed by Clover based on MPEG2. If Sony retreats to a subordinate position, It was obvious that they were going to suffer some losses. Now Sony did not mention any conditions and was completely eager to cooperate, which made Zhou Zhi and Hu Changfeng confused for a while.

"The DVD decoding chip is different from the memory chip." Fujiwara Qiu smiled beautifully: "The focus is on the IP core and manufacturing."

"After careful study at Sony, we found that Mr. Zhou's Clover Company has achieved perfect IP core control. Therefore, we sincerely hope to join in the joint research and development, and the two of us will jointly control it according to the ratio. IP core of DVD decoding chip.”

IP is intellectual property. The so-called IP core is actually a term that Zhou Zhi often used when reporting to big bosses before this concept was introduced - intellectual property package.

(End of this chapter)