Rebirth 99 to become a car giant.
Chapter 624 America’s vigilance, MediaTek files a lawsuit
Chapter 624: America’s vigilance, MediaTek sues
"Mr. Cao, do you have confidence in Chuanyin?"
Although Cao Yang's answer was much better than Zhu Zhaohai expected.
But this only gave Zhu Zhaohai some more questions and concerns.
Isn't Nanshan Group deceiving itself?
Or are there any terms waiting for you behind the scenes?
"I think Mr. Zhu, you chose to avoid the huge domestic market and choose to focus on Africa as the main market. This is a very good choice."
"Africa has a population of more than one billion, but none of the mobile phone giants pay special attention to the market there."
"After all, the consumption power there is low, which has become the consensus of many people."
"But I think because of this, it gave the voice a chance to spread."
Cao Yang is still willing to have a good chat with the future alternative mobile phone giant.
This is a company that is known as the "King of African Mobile Phones".
"Are you also optimistic about the African market?"
Zhu Zhaohai suddenly had a lot of smiles on his face.
To be honest, Transsion previously relied on OEM business for customers in Southeast Asia and other places, and its development was not bad.
Not everyone within the company supports his decision to fully enter the African market.
Now that he unexpectedly heard the affirmation of his decision from a successful businessman like Cao Yang, Zhu Zhaohai felt a sense of "heroes think alike" in his heart.
"I am optimistic about the future of Chuanyin led by President Zhu in Africa!"
Cao Yang's answer made Zhu Zhaohai's blood boil.
Although he is older than Cao Yang, he has never been younger than his age in the shopping mall.
Nanshan Group is now one of the few large enterprises in the country, possessing a bunch of core technologies.
What about sound transmission?
No one would deny that there is a difference between mosquitoes and elephants.
"Mr. Cao, our Transsion has its own uniqueness in cost control. We can produce mobile phones with very competitive costs but not bad quality."
"There is definitely a huge demand for this type of mobile phones in Africa."
"We are ready to delve deeply into the African market and build Transsion into the largest mobile phone company in Africa."
"In order to prevent everyone from thinking that Transsion is a Chinese company, I am planning to set up two new brands specifically for use in Africa."
"I hope that one day, people in every African country will consider Transsion to be their own country's brand."
"If production increases in the future, we can also consider building some local assembly plants to further enhance the company's local influence."
"Since the overall consumption power in Africa is not very high, the price of mobile phones cannot be very high. Many mobile phone giants look down on this market."
"If we at Transsion develop it first, we hope to become the king of this market..."
Zhu Zhaohai was very excited and kept talking about his thoughts.
He is not afraid that Cao Yang will use his idea to develop in Africa. Not many people in Africa can afford high-end mobile phones like Honor mobile phones.
Honor mobile phones, which have just begun to go abroad, are also being sold in developed countries.
"Mr. Zhu, if Transsion plans to enter the African market in a big way, funds will probably be a little tight, right?"
Cao Yang didn't particularly care about what Zhu Zhaohai said.
He only needs to know that the final result is that Transsion will become the king of mobile phones in Africa. At its peak, mobile phone sales in Africa could reach 1.7 million units a year.
For such a potential enterprise, Nanshan Investment cannot miss it.
In particular, Transsion’s sales are very attractive to Nanshan Semiconductor.
Such high-demand chips, even relatively low-end chips, can help Nanshan Semiconductor expand its influence and amortize various research and development costs.
For a chip company, sales volume is definitely a very important factor.
"That's true. Although Transsion's development has been relatively smooth in the past few years, it doesn't make a lot of money."
Zhu Zhaohai answered while thinking about the meaning of Cao Yang's words.
There was even a little more expectation in his heart.
Before he could think about it, Cao Yang said directly: "Nanshan Investment, a subsidiary of Nanshan Group, can consider investing to purchase 20% to 30% of Transsion's shares at an appropriate price."
"Both parties will work together to take the strategic partnership one step further."
As soon as Cao Yang's words fell, Zhu Zhaohai immediately said: "No problem, we can give up up to 30% of the shares. We will sort out the relevant information later and communicate with Nanshan Investment."
Obviously, Zhu Zhaohai also heard about Nanshan's investment.
In recent years, as long as the companies Nanshan Investment has invested in, they have developed very well.
Nanshan Group is such a big tree that many small businesses want to get close to it.
Cao Yang knew that Transsion could become the king of mobile phones in Africa in the future, but Zhu Zhaohai didn't know that.
Although he is optimistic about the African market, he believes that the company's future development in Africa will not be bad.
But to what extent it can develop, he has no answer at all.
Now that Cao Yang has taken the initiative to propose that Nanshan Investment can invest in Transsion Mobile, how could he refuse?
Even if two or three levels of shares are given away for free, Zhu Zhaohai feels it is worth it as long as it can bring closer cooperation.
What's more, judging from Cao Yang's words, Nanshan Investment is prepared to spend some real money to invest in shares.
At this time, if he hesitated for a second, Zhu Zhaohai felt that it was an insult to his own vision!
Cao Yang was not surprised at all by Zhu Zhaohai's choice.
To be able to stand out among a bunch of copycat phone manufacturers and become one of the top five mobile phone manufacturers in the world at its peak, Zhu Zhaohai definitely has a good vision.
Zhu Zhaohai is obviously very clear about the benefits of in-depth cooperation with Nanshan Group.
For Nanshan Group, this cooperation is also a win-win situation.
Not to mention how much the funds taken out now will appreciate in the future, the benefits brought by the business expansion of mobile phone parts such as Nanshan Semiconductor and Nanshan Auto Parts cannot be measured by money.
How many domestic chip companies are unable to develop because they cannot find a market.
The most typical one is car-grade chips.
Ming's technical threshold is not particularly low, but because the parts that required the use of chips in the past were generally produced by international auto parts giants such as Bosch and Denso, they would never consider purchasing chips from Chinese chip companies, so even if Chinese chip companies can produce qualified chip products, but you don't have the chance to prove yourself.
Not to mention how much market it can capture.
That is to say, the emergence of Nanshan Group has greatly changed this situation.
……
When Nanshan Semiconductor conquers the Huaqiangbei copycat market, MediaTek's chip sales will naturally decline.
At the beginning, because there were agents and other layers of relief in the middle, people had no way to directly feel it.
But after a few weeks, the sharp decline in orders was naturally exposed.
After Luo Li, the sales director of MediaTek, discovered that something was wrong, she personally flew to Huaqiangbei and took a look around, and quickly figured out the situation.
As a result, she naturally realized the seriousness of the situation and immediately flew back to the headquarters to report to MediaTek President Cai Mingjie.
"Mr. Cai, Nanshan Semiconductor has now launched a turnkey solution based on smartphone solutions specifically for the Huaqiangbei market. Whether they are purchasing chips or motherboards, they can directly meet the needs of customers."
"Over in Huaqiangbei, there is a company called Yingang Trading, which specializes in agency services related to Nanshan Semiconductor."
"In the past two months, Yingang Trading's weekly shipments have increased, which has had a very direct impact on our chip shipments."
"If this situation is allowed to develop, then half of our market share in Huaqiangbei will probably be taken away directly in the future."
Luo Li took the information she had compiled and reported to Cai Mingjie.
This situation obviously shocked Cai Mingjie!
For mobile phone chips, there are actually local manufacturers competing with us for the market?
Wasn’t this the exclusive territory of chip companies such as Qualcomm in the past?
MediaTek has developed a turnkey solution that has significantly lowered the threshold for mobile phone production, which has led to rapid growth in recent years.
Now that Nanshan Semiconductor wants to learn from MediaTek, this matter must not be tolerated.
“Didn’t Nanshan Semiconductor’s previous focus be on automotive-grade chips?”
"As a subsidiary of Nanshan Group, the demand for automotive-grade chips was the original intention of Nanshan Semiconductor, right?"
Obviously, as one of the most famous companies in China, Cai Mingjie must be aware of the situation of Nanshan Group.
In particular, Nanshan Semiconductor has purchased a lot of chips in recent years. MediaTek also wants to do business with Nanshan Group, but it has never been successful.
Now the business is not done, but it has become a competitor.
This thing must not be tolerated!
"In the beginning, the chips produced by Nanshan Semiconductor were indeed automotive-grade chips. Some of the chips used in Nanshan's gearboxes were produced by Nanshan Semiconductor."
"But I heard that after Honor mobile phones went on sale, Nanshan Semiconductor began to consider producing mobile phone chips in order to meet Cao Yang's goal of 100% localization of Honor mobile phones."
"However, Honor mobile phones are taking a high-end route, and Nanshan Semiconductor's existing mass production equipment cannot produce products comparable to Qualcomm."
"Originally, I thought they would have to wait a few years until their technology level improved before they would consider entering the mobile phone chip market."
"I didn't expect them to be creative and set their sights on the copycat phone market in Huaqiangbei."
"Compared with Honor phones, Huaqiangbei's copycat phones have much lower chip performance requirements."
"These manufacturers care more about customized services and low prices, and these are the advantages of Nanshan Semiconductor."
"Nanshan Semiconductor has also recruited a lot of people over the years, and its R&D team is very large. Those customized needs are not a problem at all for Nanshan Semiconductor."
Luo Li's answer gave Cai Mingjie a chill in his heart.
<divclass="contentadv">The situation is more unfavorable than I imagined.
Cai Mingjie is very confident in facing Qualcomm and Deyi.
After all, the chips produced by MediaTek’s turnkey solution are not particularly high-end products.
These products are even products that Qualcomm and TI have eliminated.
But Cai Mingjie has no confidence in Nanshan Semiconductor.
Nanshan Group is definitely an opponent that no one in the industry dares to despise in China. They need technology and marketing.
When MediaTek faces Nanshan Semiconductor, Cai Mingjie has no confidence in defeating them.
"If we also launch a new generation of turnkey solutions for smartphones, do you think we can reverse the current situation of change?"
Although he was not confident in winning, Cai Mingjie certainly couldn't give up so easily.
Over the years, he has successfully developed MediaTek into the third largest chip design manufacturer in the world. His ability and courage are not bad.
Now he just encountered a problem that he had not encountered before. He could not surrender when he encountered a problem.
For MediaTek, although Huaqiangbei’s business is not the only one, it occupies the majority of the chip business.
If this part of the market is lost, it will definitely be a serious injury.
"The introduction of turnkey solutions based on smartphones can certainly alleviate our current situation, but it may not be that easy to reverse the decline in share."
"Unless our price can be lower than that of Nanshan Semiconductor, and our service can be better than others."
"But this is very difficult. They have unique local advantages and it is difficult for us to match them."
"In particular, Nanshan Semiconductor not only designs its own chips, but also produces its own chips. Such companies are very strongly cared for locally."
“Even if the technical level is not up to par, someone will find a way to help get orders.”
"What's more, the quality of Nanshan Semiconductor is actually not bad. It's even better than the chips we sell now."
Luo Li didn't mean to attack her boss, but wanted to accurately convey the current situation.
If the company makes a wrong decision because of inaccurate information delivered by oneself, the consequences are absolutely unacceptable.
"Since conventional methods cannot solve Nanshan Semiconductor, can we think of some unconventional methods?"
After a moment of silence, Cai Mingjie came up with an idea in a dark voice.
As the head of a chip company, Cai Mingjie is very clear about the pattern of the international chip market.
In the field of semiconductor industry, the United States is definitely the well-deserved king.
The most high-end chip technology is basically in the hands of American companies, or companies they allow them to control.
As a local Chinese company, Nanshan Semiconductor is certainly not one that American chip companies want to see develop rapidly.
"If we come forward ourselves, the effect should be there, but it is estimated to be limited."
"I think if we want to go this route, we can cooperate with Qualcomm and TI and let them come forward to suppress Nanshan Semiconductor."
"Especially during the financial crisis, Nanshan Semiconductor acquired Nvidia. Now Nvidia's market value has recovered rapidly and even doubled several times."
"This situation will definitely dissatisfy some giants on Wall Street. It is equivalent to a large piece of the fattest meat being eaten by Chinese companies."
"If we make a fuss about the impact of Nanshan Semiconductor's acquisition of Nvidia and the development and growth of Nanshan Semiconductor on American chip companies, and even on the promotion of China's military industry, I think it should still have some effect."
"We can even join forces with TSMC, Samsung, ASML and other companies to suppress Nanshan Semiconductor."
"The world's semiconductor industry has been trapped in overcapacity for many years, and there is no need for so many semiconductor companies to emerge."
"Especially Nanshan Semiconductor, a company that relies on its own financial advantages and frantically expands production capacity regardless of market demand, will further worsen the global semiconductor supply situation."
"Originally, the economy recovered rapidly this year, and the recovery of the semiconductor industry should also be relatively good."
"But now the recovery situation for us and TSMC and other companies is not optimistic."
"Nanshan Semiconductor will definitely let Honor mobile phones use its own chips in the future, which will bring very direct losses to Qualcomm."
"I believe they should be very interested in taking the lead in dealing with Nanshan Semiconductor."
Luo Li is also an old man who has been deeply involved in the semiconductor industry for many years.
Naturally, we know how to use non-market means to the greatest extent possible to deal with Nanshan Semiconductor.
These methods may not necessarily be useful if used against ordinary enterprises.
But it is definitely very effective in dealing with sensitive industries like semiconductors.
Nanshan Carbon Fiber, a subsidiary of Nanshan Group, has already been sanctioned, so it would not be surprising to add a Nanshan Semiconductor company in the future, right?
After hearing what Luo Li said, Cai Mingjie quickly made a decision.
He personally flew to the United States with a team and began his lobbying trip.
Soon, there was an undercurrent surging in the semiconductor industry.
"Mr. Cao, Qualcomm, ASML, TSMC and other companies seem to be planning something against us."
Zhang Jing has been in the semiconductor industry for so many years, so he naturally has his own connections.
Besides, with so many employees at Nanshan Semiconductor, their old employers are basically all over the major chip companies.
It is normal to get some informal news.
There are no real secrets in this world.
"Qualcomm, ASML, TSMC?"
As soon as Cao Yang heard the names of these companies, some thoughts came to his mind.
It is basically foreseeable that these chip companies and chip equipment companies will have to deal with Nanshan Semiconductor.
I just didn't expect it to happen again so soon.
It seems that the development of Nanshan Semiconductor during this period has aroused people's vigilance.
"Yes, our mobile phone chip shipments have increased rapidly in the past two months. According to the current pace, it is very confident that shipments will exceed 9 million in September."
"A change of this order of magnitude can already make some competitors feel our impact."
"Especially since the smartphone chip market is not as big as traditional mobile phones, the emergence of Nanshan Semiconductor is even more eye-catching."
When Zhang Jing reported the news to Cao Yang, he naturally thought about the reason why this happened.
If people want to deal with you, they must first have something worth dealing with.
Otherwise, when have you ever seen chip companies such as Qualcomm or Intel deal with Lenovo?
As the only chip company in China that engages in the entire industry chain, Nanshan Semiconductor has not just attracted everyone's attention today.
It’s just that Nanshan Semiconductor previously produced automotive-grade chips used by the group itself, and its influence was relatively small.
In addition, in the eyes of chip giants, car-grade chips subconsciously think that they are products with relatively backward technology.
Therefore, although some suppression methods are used, the intensity is not very strong.
Now Nanshan Semiconductor has begun to enter smartphone chips, which can be regarded as touching the cheese of the giant.
"The markets we have captured recently are basically MediaTek's markets, right?"
"Qualcomm probably doesn't have much market in Huaqiangbei."
Zhang Jing immediately responded to Cao Yang's question, "That's true, but MediaTek's own chips are manufactured by TSMC, and TSMC is an OEM by Qualcomm and other companies. The information behind this It’s all connected.”
"The United States has always had the say in the semiconductor industry. Now that we see that Nanshan Semiconductor may threaten this situation, there will definitely be some reaction."
"Mr. Cao, I think they are likely to impose further restrictions on our equipment in the next step, and there may also be some moves on materials."
"At the same time, we warn some companies not to allow the use of our products, or prohibit products using our products from entering the United States for sale."
"These are things that could happen."
"If the other party reacts too much, it is possible to be sanctioned just like Nanshan Carbon Fiber."
Zhang Jing mentioned all the worse situations.
Only by being prepared can you avoid being suddenly attacked.
"Your analysis makes sense. These are indeed possible."
"It seems that Nanshan Equipment needs to further speed up the research and development of domestic equipment."
"Research on photolithography machines has been completed before, and the progress of etching machines is relatively smooth. Some other equipment is also being introduced to some domestic manufacturers into the chip equipment industrial park."
"Except for a very few special raw materials, I hope that most of the equipment will be produced domestically within next year."
"Whether it's ASML or other equipment manufacturers, we need to let them know that Kananshan Semiconductor is an unrealistic proposal. The right way is for everyone to develop together within the rules."
Sanctions will definitely be encountered.
But Cao Yang definitely hopes that this day will come as late as possible.
In this way, Nanshan Group will have more time to prepare.
Some things still take some time to research and produce.
Even with Cao Yang's special guidance, it still takes time.
It is impossible for a new device to appear out of nowhere.
"At the next group ministers' meeting, I will sort out relevant topics and bring them up with everyone."
"With the cooperation of various business units, there is definitely a chance to get the equipment and raw materials related to the chip industry."
In a short period of time, Zhang Jing could only adopt these plans.
American chip companies have become vigilant, and the survival situation of Nanshan Semiconductor will definitely be more severe in the future.
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