Reborn in 2011, 985 missing from two copies

Chapter 452 Qualcomm Collapse: What kind of divine enemy have we encountered? !

Originally, it was not easy for Wang Yi to short Apple.

At present, the iPhone is being beaten by the Xingyi mobile phone, Apple’s stock price continues to fall, and investors are not optimistic about Apple’s stock price.

Wang Yi wanted to short Apple, but he had no place to borrow securities, after all, other investors also wanted to borrow securities to short Apple.

But some time ago, Apple released the fourth generation of iPad. The A6X was extremely powerful, which made some Wall Street giants see hope for a turnaround and become bullish on Apple.

Therefore, when Wang Yi wanted to short Apple, they were all happy to borrow Apple's shares.

Just as the fourth generation of iPad was about to be launched, Apple’s stock price skyrocketed. Wang Yi’s short selling failed and he suffered heavy losses, but they were able to make ten times the profit.

Who would have thought that before the iPad was launched, the Xingyi Tablet X1 Ultra and Kunpeng 702 SOC were launched first.

If that were the case, it would be fine, but who would have thought that the Xingyi Tablet X1 Ultra is so powerful that it can beat all four generations of iPads!

Not surprisingly, Apple's stock price plummeted at the start.

And it continues to plummet.

While both the iPhone and iPad failed, the Xingyi mobile phone and Xingyi tablet were making great strides.

Wang Yi can make tens of billions of dollars from this wave of short selling, but those Wall Street giants who have heavy stakes in Apple will suffer heavy losses.

Even if they stepped in to rescue the market, it would be meaningless to push up Apple's stock price.

After all, you can only hold it up for a while, but not for a whole year!
It will be difficult for Apple to turn things around in the coming year.

There is only hope of a comeback if we wait until next year's iPhone 5s and the next generation iPad.

Therefore, Apple’s stock price will be difficult to describe in the next year.

Capital heavily invested in Apple will also suffer a heavy loss.

The stock market is so cruel, one thought can lead to life and death.

This wave of game seems to be a financial game between Wang Yi and Wall Street capital, but in essence, it is a technological competition between Xingyi Technology and Apple!

If the fourth-generation iPad crushes the Xingyi Tablet X1 Ultra, Apple's profits and revenues will skyrocket, and its stock price will soar.

By then, the one causing the river of blood will be Wang Yi.

But unfortunately, Apple is not living up to the expectations!

Once again, it betrayed the trust of Wall Street capital, resulting in heavy losses.

If this continues, Apple may be abandoned by capital!
Wang Yi didn't think much about this.

As Apple declines and its market value continues to shrink, such short-selling opportunities will become fewer and fewer.

In other words, the money that can be made by shorting Apple will become less and less.

There is nothing we can do about this.

On this day, foreign users were rushing to buy the Xingyi Tablet X1 Ultra.

In addition to rushing to buy the Xingyi Tablet X1 Ultra, many domestic users have also started to rush to buy the Kunpeng version of xphone 2, xphone 1pro, and Xingyi Tablet X1 pro.

The Xingyi Tablet X702 Ultra, equipped with Kunpeng 1 SOC, was launched yesterday, snatching away customers of the fourth generation iPad one day in advance.

The xphone 702 equipped with Kunpeng 2 SOC, the xphone 700pro and the Xingyi Tablet X1 pro equipped with Kunpeng 1 SOC were officially launched today.

Continue to steal Apple’s limelight and traffic!
According to Cook's plan, all major media outlets today are competing to report on the fourth generation of iPad and touting the power of A6X.

As a result, the headlines of major media outlets were all about the Xingyi Tablet X1 Ultra, the Kunpeng version of the xphone 1pro, xphone 2, and the Xingyi Tablet X1 pro.

On the contrary, there are very few reports about the fourth generation of iPad.

It's hard to find a few, but it's better not to report them:

Such as: [The sales of iPad 1th generation are very disappointing, far less than that of Xingyi Tablet X Ultra. ]

[Is it the difference in brand power or the lack of product power? The fourth generation of iPad is abandoned by Apple users, and they buy Xingyi Tablet X1 Ultra instead! ]

[Apple stores are cold, but the Xingyi flagship store across the street is crowded. ]

Not only is there a report, there are also photos of the two stores for comparison.

It is true that there are not as many customers as employees in the Apple store, while the customers of the Xingyi store line up to the door of the Apple store...

Such a sharp contrast and incisive report made Cook completely furious:

"Farke! Farke!"

"These damn media outlets dared to slander Apple like this. Damn it!"

"It's too much, it's too much!"

"Now that everyone knows that our iPad 1th generation is not strong enough and is outperformed by the Xingyi Tablet X Ultra, how can we sell our iPad th generation?"

"This group of media deserves to be damned!"

In contrast, the vice president is much more rational:
"Chairman, now is not the time to be angry with the media. The most important thing to do right now is emergency public relations! Spend money to get those media to retract their articles! If we allow the situation to continue, it will be tragic for Apple!"

"Yes, you are right." Cook nodded repeatedly: "Well, I'll leave it to you. Do it as soon as possible."

"Okay, Chairman, I'll go right away."

"Wait a minute." Cook stopped the other party and said, "Hire some more people to line up in our store and find some media to report it. We can't lose too badly."

"Okay!" the vice president responded, but his expression was extremely complicated.

How could a company as great as Apple have ever fallen to the point where it had to hire people to queue up for its products?

It’s incredible!

"Should I also find a way out and prepare to change jobs?"

The vice president sighed, his expression extremely interesting.

The next day, Zhu Changlin came to Wang Yi early in the morning:
"Chairman, yesterday's data is out. The Kunpeng version of the Xphone 1 Pro has the highest growth rate, with a single-day sales volume of more than 75 units, which is twice the amount before the chip was replaced!"

After Double Eleven, the average daily sales of xphone 1pro dropped to around 25 units, and it is estimated that only 700 million units will be sold next month.

Now, after the core upgrade, the price has skyrocketed to 90. It can only be said that the core upgrade was very successful.

After all, Kunpeng 700 is a huge improvement over Nvidia Tegra 3, with a 65% GPU improvement and powerful performance.

The price is also one thousand yuan lower than the Kunpeng 702 version of xphone 2, and the price-performance ratio is very high. Naturally, it sold out as soon as it went on sale.

"Very good. Even after the popularity of the past few days, the sales volume of Kunpeng version of Xphone 1 Pro is estimated to be maintained at around 35 units. There is no pressure to sell 1000 million units per month."

Wang Yi was very satisfied: "The processor has been upgraded to Kunpeng 700, with powerful performance and full network support. The previous generation of Xphone 1 Pro has ushered in a second spring and is hot-selling again!"

"Yes, even the Kunpeng version of the Xingyi Tablet X1 pro is selling well across the board." Zhu Changlin said with a smile: "Despite the Xingyi Tablet X1 Ultra, the Xingyi Tablet X1 pro Kunpeng version still sold more than 60 units worldwide yesterday, which is twice as much as before!"

Tablets are not mobile phones. Even if they are sold globally, their sales will not be as high as those of mobile phones.

The global daily sales of Xingyi Tablet X1 pro were only about 20 units in the past two days, but now it has reached 60 units, which is incredible.

As for the Xingyi Tablet X1 Ultra, it sells better.

On the first day of sales, global sales exceeded 100 million units, and yesterday it still sold 70 units.

The reason is that they are all trying to grab the target users of the fourth generation of iPad.

Wang Yi laughed dumbly: "I have to thank Apple."

"Yes, Apple has put so much advertising and made so many arrangements to concentrate customer traffic in these two days, preparing for the hot sales of iPads. But we ended up cutting in on them. Those customers who were planning to buy the fourth-generation iPad came to buy the Kunpeng version of the Xingyi Tablet X1 Pro and Xingyi Tablet X1 Ultra!"

Zhu Changlin was very proud: "I think Cook is going crazy now."

"Apple has really helped us this time." Wang Yi was speechless: "By the way, how are the sales of the Kunpeng version of Xphone 2?"

Kunpeng 700 is a significant upgrade over NVIDIA Tegra 3, so the sales of xphone 700pro and Xingyi tablet X1 pro equipped with Kunpeng 1 have doubled.

On the contrary, the improvement of xphone 2 is not big. After all, Kunpeng 702 is only about 8064% higher than the previous APQ 10.

In addition, since the price is 200 yuan higher, many people think that the APQ 8064 version of xphone 2 is not unusable.

In this way, the sales growth of the Kunpeng 702-powered xphone 2 should not be too terrible.

"Xphone 2 sales exceeded 75 yesterday, more than 1.5 times the previous sales."

As Wang Yi expected, the sales growth of xphone 2 is not as good as that of xphone 1pro.

After Double Eleven, the daily sales of xphone 2 remained at around 30 units, which is now a 1.5-fold increase, but not as much as xphone 1pro.

Wang Yi didn't care about this.

The original goal of Kunpeng 702 was to beat Nvidia Tegra 3. It never thought that it could tie with APQ 8064. That was Kunpeng 900's job!

Unexpectedly, Kunpeng 702 is extremely powerful!

Not only did it beat Nvidia Tegra 3, it also beat APQ 8064, even by 10%!

All I can say is that the Texas Instruments team is very strong, and the A53 architecture is very powerful.

Wang Yi is not surprised that the Kunpeng version of xphone 2 is not as fast as xphone 1pro.

As long as the user has no objection after the core is replaced, it will be fine.

After all, the switch from the 28nm APQ 8064 to the self-developed 40nm Kunpeng 702 is considered a downgrade in terms of process technology, but the performance has been improved by a full 10%!

The 1.5-fold increase today is enough to show that the chip replacement was very successful and did not cause any resistance from users, but instead received strong support.

This is also a good start.

Subsequent flagship mobile phones can also be equipped with Kunpeng chips!

The high-end positioning of Kunpeng chip is considered a successful first step!
Wang Yi doesn't want to make Kunpeng into MediaTek.

You know, in recent years, MediaTek is still exclusive to copycats.

In a few years, MediaTek's high-end products will be sold by Redmi for thousands of yuan.

Once a brand becomes low-end, it will be difficult to make it high-end.

"Very good, our Kunpeng has had a great start and has achieved high-end success." Wang Yi was in a good mood.

"When will the Kunpeng version of the Xphone 1 be released?" Zhu Changlin asked. "The sales of the dual-core Xphone 1 are a bit low now, and the Xingyi Tablet X1 also needs to be upgraded."

Wang Yi thought for a while and said, "Next month, let's see the production capacity of Kunpeng 700. If things recover, we will upgrade the chips for flagship phones and tablets this month, and mid-range phones and tablets in the middle of next month!"

“As for the thousand-yuan phone, it will be released in January or February!”

Wang Yi has everything planned out.

The market potential is being consumed in waves.

The first wave is naturally high-end potential.

First, upgrade the chips of xphone 1pro and xphone 2, which start at to yuan, and the flagship tablets, which start at yuan, to create a wave of hot sales.

When this wave of potential is almost exhausted and the subsequent sales period begins, the xphone 1 and Xingyi Tablet X1, which cost more than yuan, will be upgraded with chip replacement.

When the consumption potential of the two thousand yuan range is almost exhausted, we will start promoting borderless one thousand yuan phones!
From four or five thousand, to two or three thousand, to one thousand... from high to low, it's squeezed step by step.

If a quad-core Unbounded phone is released directly, the sales of xphone 1 will be very poor. Even if it is replaced with Kunpeng 506, it will be hit hard by the Unbounded phone.

After all, the difference is more than a thousand. Let's see the market sales, surprises burst layer by layer!
"Okay, Chairman, I'm always keeping an eye on changes in production capacity." Zhu Changlin said with a smile:

"With ASE, our current packaging and testing capabilities have been greatly improved, and the chip production capacity problem will soon be alleviated. The production capacity crisis of Kunpeng version mobile phones and chips will only be a little serious in the next week, and it will be completely resolved in a week."

"A week? That's not bad." Wang Yi breathed a sigh of relief.

The stockpiled spot goods can last for a few days, and once the capacity crisis is resolved in a week, it will not be a problem at all.

After all, the chips have been produced and the only thing left is the packaging.

Packaging is very fast.

"Then we will sell it as it is. If Kunpeng is sold out in a few days, we will start pre-sales with full payment and ship it within four days. If you don't want to wait, you can buy the Tegra 3 version or APQ 8064 version first." Wang Yi instructed.

"Okay, Chairman, this won't be a big problem. We can just clear out our inventory." Zhu Changlin said with a smile, "Besides, if we can ship within four days, it's not considered out of stock in the mobile phone industry. It's normal."

In the mobile phone industry, it is normal to have insufficient production capacity and sell out in the early stages.

Any mobile phone that is not sold out is considered to be unsalable.

It is impressive that the Xingyi mobile phone solved its production capacity crisis within a week and achieved full stock availability.

If we change to other brands, it may take two months to solve the production capacity crisis, and we may have to wait two months before we can achieve spot sales.

In fact, it’s not that the production capacity has increased, but that the market demand has decreased!

After the hot-selling period of the first two months, the product entered a period of smooth sales. With low demand, production was naturally sufficient.

It is for this reason that all mobile phone brands dare not stock too much or increase production capacity too much.

There is no other reason, the sales volume of mobile phones has always been up and down, and it has always been down!
Generally speaking, except for the booming sales in the first two months, sales will drop by one-third starting from the third month.

The fourth month was halved, the fifth month was only one-third, and then it continued to decline. In the seventh and eighth months, they began to clear their inventory and prepare for the next generation...

If we prepare stock and production lines based on the sales volume of the previous two months, we will be finished!

In the third month, supply will exceed demand and inventory will be too large.

For example, the Xphone 2 was launched in September and sold 9 million units in one month, both domestically and overseas.

But by October, including parallel imports, there were only 10 million units.

In November, with the bonus of Double Eleven price reduction promotion, the chip was changed to Kunpeng 11, and the maximum sales volume was no more than 702 million units.

In December, even with the Double 12 shopping festival, the estimated number of people is only 1200 million at most.

In January, it may not even reach 1 million.

There is nothing we can do about this.

If Wang Yi prepared the production line, recruited workers, and looked for OEM according to the monthly production capacity of 2000 million, it would be a waste.

Starting from the second month, the inventory reached 500 million!
The inventory reached 1000 million in the third month!
Inventory in the fourth month reached 1800 million...

If there is too much inventory backlog at that time, it will be a disaster for any brand.

After all, the additional production lines require huge investments to build and cannot be dismantled.

The newly recruited workers cannot be laid off at will.

There are also large orders for components placed in advance based on a monthly production capacity of 2000 million, all of which are purchased at high prices and are also on hand.

As subsequent components became increasingly cheaper, Wang Yi had no choice but to continue using the high-priced goods in stock.

Needless to say, the cost of components in stock four months ago can be 40% higher than those purchased four months later.

In four months, it will cost an extra 1800 billion to keep 72 million inventory machines.

The capital cost of these 1800 million mobile phones, calculated based on the material cost of 2000, is more than 360 billion!
This does not include labor costs and production line control costs...

Wang Yi's family business could not sustain most of it.

Therefore, it is simply unrealistic to maximize production capacity and directly stock up on spot goods from the start.

As for producing two months in advance and stockpiling enough stock before selling, that is also a foolish act.

After all, the cost of components was reduced by 20% when the sale started two months later, which was equivalent to Wang Yi spending 20% ​​more on the stock.

Therefore, there is no such thing as absolute spot goods in the mobile phone industry.

No matter how you calculate it, you're losing money.

On the contrary, it is right to have insufficient stock and out of stock every time.

After all, purchasing components, producing mobile phones, and stocking up all take time.

As time goes by, the cost of components continues to decrease.

The longer you keep the stock, the more you lose.

Production capacity must also be considered in the follow-up. It cannot be directly maximized based on the peak production capacity of the first two months. If sales plummet in the third month, the company will lose everything.

On the contrary, appropriate out-of-stock and rush buying will reduce costs and increase sales.

To put it bluntly, the market is like a woman. You can't feed her too much. It's enough to feed her 70% to 80% full in the early stage, so that she will be just right in the end.

If you are 100% full in the early stage, you will be the one who is exhausted later.

Therefore, Wang Yi produced 2 million units of Xphone 500 only ten days before the sale.

The cost is the lowest, with spot goods in the first few days, pre-sales later, and spot goods at the end of the month...

With this pace, costs are low, inventory is zero, sales volumes and profits are very high, and users don’t have to wait too long.

The same is true for the Kunpeng version.

It's okay if you take it slow.

In the following days, the Kunpeng version of the Xingyi mobile phone and Xingyi tablet were all hot-selling.

Even though the sales volume did not increase two or three times as much as in the previous two days, it is still a good growth rate.

Even the Kunpeng xphone 2, which has the smallest growth rate, is known as the most powerful mobile phone of the year, and its daily sales volume remains at around 45 units.

50% more than before.

All I can say is that without Qualcomm APQ 8064, Xphone 2 sells better.

This is enough to show the degree of acceptance of Kunpeng 702 by the majority of users.

This made both the Xingyi Mobile Phone and Xingyi Semiconductor departments very excited.

But the atmosphere at Qualcomm's headquarters was gloomy.

Jacob's face was cold: "Have you figured it out? Without the order from Xingyi Technology, how much sales of our APQ 8064 will drop?"

The marketing director was very helpless and whispered: "It is no problem for Xphone 2 to sell more than 1500 million units this month, of which the Kunpeng version accounts for more than 500 million. It is no problem for Xphone 2 to continue to sell well until March next year. Based on an average monthly sales of 1000 million units, plus subsequent sales, it is conservatively estimated that it can reach 5000 million."

"If we buy all APQ 8064, we can increase sales by 702 million. But now, Xingyi Technology has fully adopted Kunpeng 8064, and our expected sales of APQ 5000 will be cut by million!"

"5000 million!" Jacob felt his heart was bleeding!

But then someone else said, "Not only 5000 million 8064s, don't forget, there are also 5000 million baseband chips."

"Yes, the original baseband of Xphone 2 was also purchased from Qualcomm. Now it's good, baseband + processor, million chips are reduced all at once."

"More than 1500 million. Don't forget that Xingyi Semiconductor also sells baseband chips to the outside world. Now seven customers have placed orders for more than million baseband chips."

"You are talking about the past. Three companies have placed orders in the past two days. Xingyi Semiconductor's Pterosaur 3000 baseband has sold 2000 million units!"

"If they sell 2000 million more chips, Qualcomm will have to sell at least 1500 million less. Companies like Texas Instruments will also have to sell a lot less."

"And this is just the beginning. I don't know how many more Wing Loong 3000s will be sold in the future!"

Listening to everyone's words, Jacob's face became more gloomy: "So, Xingyi Technology made us sell at least 1.2 million fewer chips?"

"That's right. The semiconductor industry is already competitive enough. Once Xingyi Semiconductor makes a move, Qualcomm will have a hard time."

"Fortunately, Xingyi Semiconductor has not yet sold Kunpeng 700 and Kunpeng 702, otherwise Qualcomm's APQ 8064 would be hard to sell!"

Jacob's mouth twitched: "..."

However, we have to admit that once the Kunpeng 702 SOC is sold to the outside world, Qualcomm will be really finished.

"Everyone, think about how to deal with Xingyi Semiconductor. We can't let this go on." Jacob said coldly.

"What can we do? Start a price war!"

An executive spoke first: "Isn't the Yilong 3000 baseband selling for $13? Our 3G baseband has also been reduced in price and is also selling for $13!"

"It's useless. Their Yilong 3000 supports Xiaguo's mobile 3G. Our 3G baseband was released too early and doesn't support mobile 3G. Let alone selling it at the same price, even if it's 11 dollars, we can't compete. Unless we drop to 10 dollars."

"But if it really drops to $10, the profit will be too low and it won't be cost-effective."

"Wang Yi set the price at $13, which is exactly what we need to do to limit our profit margin. It will be difficult for us to start a price war."

Jacob agreed: "Forget about the price war, let's look at other options."

After a moment of silence, someone spoke up: "Then we should start from the upstream and contact TSMC to cut off Xingyi Semiconductor's chip production capacity. In return, we can let TSMC manufacture part of our next generation of chips."

"We can consider using our chip orders to squeeze out Xingyi Semiconductor's orders!"

But then someone else refuted: "It's useless. According to the information I have, Xingyi Semiconductor's Kunpeng 700 and Kunpeng 702 are both produced by Xingyi Foundry. Only the Yilong 3000 baseband is manufactured by TSMC. It can't be cut off even if you want to."

"???"

"!!!"

"What? Xingyi Technology's self-produced chips?"

For a moment, everyone in the room was stunned.

Qualcomm is still in pain of being beaten by Kunpeng SOC, and did not notice at all that it was actually produced by Xingyi Semiconductor!
Even Jacob was a little surprised: "Are you sure they produced it themselves?"

The senior executive sighed: "Although I don't want to admit it, I have to admit it. Xingyi Semiconductor not only has strong 40-nanometer chip design capabilities, but also has 40-nanometer chip mass production capabilities."

"Their Kunpeng 702 SOC is mass-produced by the Xingyi B1 wafer fab in the imperial capital."

“And the Kunpeng 700 SOC is mass-produced by the Xingyi M1 wafer factory in Shanghai!”

"What? They still have two wafer fabs?"

Everyone in the room was silent. The huge conference room became completely silent.

"Alas, this opponent is too strong, ridiculously strong!" The executive sighed:
"Now they have achieved self-development and production of 40-nanometer chips, and we can't ban them even if we want to."

"Even if TSMC does not manufacture the Pterosaur 3000 baseband, Xingyi Technology can find Samsung or Intel to do it, or even acquire a factory and produce it themselves!"

"Some time ago, Xingyi M1 wafer factory was the SMIC Magic City wafer factory that Xingyi Technology acquired in full!"

"As for Xingyi Semiconductor, we at Qualcomm simply cannot ban or contain it!"

In an instant, the entire conference room became silent, with only sighs coming from all sides.

"Fuck, what kind of godly opponent did we at Qualcomm encounter?"

Qualcomm Chairman Jacob slammed the table and his whole body was numb!

(End of this chapter)