Technology derived
Chapter 1009 The Profit of Mobile Phones
Chapter 1009 The Profit of Mobile Phones
The next day was three poles high, and several people just got up.
Wang Fan couldn't help shaking his head as he recalled last night's amorous feelings.
As for Su Xueyan and the others, they were even more silent.
"Mortal mobile phones have been released, and offline channels are on the right track. With your efforts, the acquired foundries have also been upgraded, and the production capacity has continued to increase. Now the monthly production capacity of Mortal mobile phones is 2000 million in May and at least 2500 million in June. , the increase is 20%-30%, there is no problem at all.”
Wang Fan was lying on the bed, talking about business in a serious manner.
Su Xueyan grinned and said: "You know, the monthly growth rate is about 25% now, mainly due to the upgrade of the intelligent production line. If this continues, the monthly production capacity will reach 5000 million in half a year. Many mobile phones, have you sold them yet!"
Li Yao nodded in the same way: "Yes, Brother Fan, no matter how good the sales of mortal mobile phones are, by the end of the year, there are still six months left, and the maximum sales will be 8000 million. Mass production will be 2500 million in June, 3000 million in July, and 3500 million in August." 4000, 4500 million in September, 5000 million in October, and 2.25 million in November, adding up to [-] million without counting the existing reserve inventory! I’m afraid it won’t be sold out in three years!”
"Yes, no matter how good a mobile phone sells, it's hard to sell 2 million units. What's more, we will launch the second generation of mortal mobile phones next year. If the first generation of mortal mobile phones produces more than 2 million units this year, it will definitely be finished!"
Song Qian couldn't help but said.
Wang Fan nodded: "What you say makes sense. Our production capacity is indeed constantly increasing. The 20% increase will last for at least half a year after upgrading the smart production line. In other words, by the end of the year, the production capacity of our mortal technology mobile phones will indeed be 5000 million. About, every month. But our production line is an intelligent production line, which can not only mass-produce mortal mobile phones, but also adjust and modify parameters to mass-produce Fpads, and even other mortal technology products. At worst, we can also grab Foxconn’s job , OEM for other mobile phone manufacturers. In short, it is impossible to manufacture so many mortal mobile phones at once and generate a large amount of inventory.”
"According to my plan, from now on, I will control the production capacity of mortal mobile phones. As long as there is enough to sell, it will be enough. The excess production capacity will be used to produce Fpad and other products. In June and July, the monthly production will be 2500 million, and 5000 million plus The existing inventory is 6000 million in total, which cannot be sold out in two months. We will produce 1500 million in August, 500 million in September, and 500 million in October. Adding the 3000 million sold in May, we will produce a total of 1.15 million this year. [-] million, enough to sell until the end of the year. The excess capacity is used to produce Fpad and other products. Of course, if the market suddenly changes, we can also quickly adjust.”
Everyone nodded, and then heaved a sigh of relief.
Otherwise, it will be absolutely dumbfounded to produce 2 million mortal mobile phones at once if this continues.
"Well, Mortal Semiconductor's production capacity has grown too fast recently!" Song Qian couldn't help but say:
"Samsung's two 12-inch fabs, after our upgrade and the introduction of intelligent production lines, have become the fabs with the highest output in Mortal Technology and even in the world. In addition to other small fabs we acquired, after several months of upgrades, It has also been completely upgraded, and the total production capacity is getting more and more terrifying. The chips for the F1 of ordinary people's mobile phones can be produced in less than two months, and there will be large-scale idleness soon. Look..."
Wang Fan is a little confused, the production capacity of mortal semiconductors is so strong?
According to Song Qian, even if it is not as good as TSMC and Samsung, it is not much worse.
More importantly, the production capacity of TSMC and Samsung ranges from 28nm to 14/16nm.
And mortal semiconductor here, only 14nm!
It can be said that in the current 14nm production capacity, Mortal Semiconductor is stronger than Samsung and TSMC.
而且凡人半导体处理器型号单一,C1、C1T、F1、还有微型芯片M1,主要就这4种。
As for the super chip X1 for supercomputing, it is mainly used for personal use, and there are very few.
Wang Fan thought for a while, and said: "In this way, control the output speed of the F1 chip, prepare a month's worth of ordinary mobile phones in advance, and ensure that the stock does not run out. M1 can be mass-produced appropriately. After all, smart homes in the future will all need M1. Chips. In addition, C1 chips can be mass-produced. Some are bought. In case there is too much inventory, it is a big deal to launch a hunger marketing campaign to let Huawei, Xiaomi, Meizu, and Banana stock a little more. If it is not possible, we can open sales at the end of the year. Apple, Samsung, and LG are all rushing to buy it! As long as the C1T is enough for Fpad, it will do."
Song Qian nodded, her brows beaming with joy: "It seems that I am worried too much. Even if TSMC's 10nm is launched in a year or two, their chips from Qualcomm, Apple, and Samsung will not be able to compare with our 14nm C1 processor. No way, under the same architecture and configuration, it depends on the craftsmanship. But the architecture of our C1 is much stronger than them, even if the craftsmanship is backward, they are not comparable to them!"
Wang Fan nodded: "That's right, but we can't lag behind in terms of technology. Now the entire mortal semiconductor is 14nm, and I plan to start laying out the 7nm process at the end of next year. When they upgrade to 10nm in the next year, we will Upgrade the whole line to 7nm, even 5nm! Leading their generation again!"
"Fan, are you going to attack the lithography machine?" Su Xueyan couldn't help asking.
But she knew that Wang Fan has been worrying about lithography machines since the development of mortal technology until now.
China's lithography machine is not working, and Western countries have severely blocked it, which is a problem.
Wang Fan nodded, the current mortal technology is not what it used to be, not only reputation, potential, but also strength, and even financial resources.
In May, the sales of 5 million mortal mobile phones alone, with an average price of more than 3000 yuan, created a revenue of more than 1 billion yuan. How much profit is there?
You must know that the scientific research cost of mortal mobile phones is almost nothing.
In terms of hardware, many are self-produced by Mortal Technology, such as F1 processors, foldable screens, rubbing batteries, battery modules, memory and so on.
Other companies need to spend a lot of money to buy these accessories, but for ordinary people's own use of technology, it doesn't cost much at all.
Calculated in this way, the BOM cost of the entire mortal mobile phone is about 2300 on average.
The BOM cost of the iPhone flagship is around 1500.
The BOM cost of Samsung's flagship non-C1 processor is around 2000. The BOM cost of the C1 processor version is around 2300!
In other words, the high-end mobile phone industry is still a profiteering industry.
But the premise is high-end!
(End of this chapter)
The next day was three poles high, and several people just got up.
Wang Fan couldn't help shaking his head as he recalled last night's amorous feelings.
As for Su Xueyan and the others, they were even more silent.
"Mortal mobile phones have been released, and offline channels are on the right track. With your efforts, the acquired foundries have also been upgraded, and the production capacity has continued to increase. Now the monthly production capacity of Mortal mobile phones is 2000 million in May and at least 2500 million in June. , the increase is 20%-30%, there is no problem at all.”
Wang Fan was lying on the bed, talking about business in a serious manner.
Su Xueyan grinned and said: "You know, the monthly growth rate is about 25% now, mainly due to the upgrade of the intelligent production line. If this continues, the monthly production capacity will reach 5000 million in half a year. Many mobile phones, have you sold them yet!"
Li Yao nodded in the same way: "Yes, Brother Fan, no matter how good the sales of mortal mobile phones are, by the end of the year, there are still six months left, and the maximum sales will be 8000 million. Mass production will be 2500 million in June, 3000 million in July, and 3500 million in August." 4000, 4500 million in September, 5000 million in October, and 2.25 million in November, adding up to [-] million without counting the existing reserve inventory! I’m afraid it won’t be sold out in three years!”
"Yes, no matter how good a mobile phone sells, it's hard to sell 2 million units. What's more, we will launch the second generation of mortal mobile phones next year. If the first generation of mortal mobile phones produces more than 2 million units this year, it will definitely be finished!"
Song Qian couldn't help but said.
Wang Fan nodded: "What you say makes sense. Our production capacity is indeed constantly increasing. The 20% increase will last for at least half a year after upgrading the smart production line. In other words, by the end of the year, the production capacity of our mortal technology mobile phones will indeed be 5000 million. About, every month. But our production line is an intelligent production line, which can not only mass-produce mortal mobile phones, but also adjust and modify parameters to mass-produce Fpads, and even other mortal technology products. At worst, we can also grab Foxconn’s job , OEM for other mobile phone manufacturers. In short, it is impossible to manufacture so many mortal mobile phones at once and generate a large amount of inventory.”
"According to my plan, from now on, I will control the production capacity of mortal mobile phones. As long as there is enough to sell, it will be enough. The excess production capacity will be used to produce Fpad and other products. In June and July, the monthly production will be 2500 million, and 5000 million plus The existing inventory is 6000 million in total, which cannot be sold out in two months. We will produce 1500 million in August, 500 million in September, and 500 million in October. Adding the 3000 million sold in May, we will produce a total of 1.15 million this year. [-] million, enough to sell until the end of the year. The excess capacity is used to produce Fpad and other products. Of course, if the market suddenly changes, we can also quickly adjust.”
Everyone nodded, and then heaved a sigh of relief.
Otherwise, it will be absolutely dumbfounded to produce 2 million mortal mobile phones at once if this continues.
"Well, Mortal Semiconductor's production capacity has grown too fast recently!" Song Qian couldn't help but say:
"Samsung's two 12-inch fabs, after our upgrade and the introduction of intelligent production lines, have become the fabs with the highest output in Mortal Technology and even in the world. In addition to other small fabs we acquired, after several months of upgrades, It has also been completely upgraded, and the total production capacity is getting more and more terrifying. The chips for the F1 of ordinary people's mobile phones can be produced in less than two months, and there will be large-scale idleness soon. Look..."
Wang Fan is a little confused, the production capacity of mortal semiconductors is so strong?
According to Song Qian, even if it is not as good as TSMC and Samsung, it is not much worse.
More importantly, the production capacity of TSMC and Samsung ranges from 28nm to 14/16nm.
And mortal semiconductor here, only 14nm!
It can be said that in the current 14nm production capacity, Mortal Semiconductor is stronger than Samsung and TSMC.
而且凡人半导体处理器型号单一,C1、C1T、F1、还有微型芯片M1,主要就这4种。
As for the super chip X1 for supercomputing, it is mainly used for personal use, and there are very few.
Wang Fan thought for a while, and said: "In this way, control the output speed of the F1 chip, prepare a month's worth of ordinary mobile phones in advance, and ensure that the stock does not run out. M1 can be mass-produced appropriately. After all, smart homes in the future will all need M1. Chips. In addition, C1 chips can be mass-produced. Some are bought. In case there is too much inventory, it is a big deal to launch a hunger marketing campaign to let Huawei, Xiaomi, Meizu, and Banana stock a little more. If it is not possible, we can open sales at the end of the year. Apple, Samsung, and LG are all rushing to buy it! As long as the C1T is enough for Fpad, it will do."
Song Qian nodded, her brows beaming with joy: "It seems that I am worried too much. Even if TSMC's 10nm is launched in a year or two, their chips from Qualcomm, Apple, and Samsung will not be able to compare with our 14nm C1 processor. No way, under the same architecture and configuration, it depends on the craftsmanship. But the architecture of our C1 is much stronger than them, even if the craftsmanship is backward, they are not comparable to them!"
Wang Fan nodded: "That's right, but we can't lag behind in terms of technology. Now the entire mortal semiconductor is 14nm, and I plan to start laying out the 7nm process at the end of next year. When they upgrade to 10nm in the next year, we will Upgrade the whole line to 7nm, even 5nm! Leading their generation again!"
"Fan, are you going to attack the lithography machine?" Su Xueyan couldn't help asking.
But she knew that Wang Fan has been worrying about lithography machines since the development of mortal technology until now.
China's lithography machine is not working, and Western countries have severely blocked it, which is a problem.
Wang Fan nodded, the current mortal technology is not what it used to be, not only reputation, potential, but also strength, and even financial resources.
In May, the sales of 5 million mortal mobile phones alone, with an average price of more than 3000 yuan, created a revenue of more than 1 billion yuan. How much profit is there?
You must know that the scientific research cost of mortal mobile phones is almost nothing.
In terms of hardware, many are self-produced by Mortal Technology, such as F1 processors, foldable screens, rubbing batteries, battery modules, memory and so on.
Other companies need to spend a lot of money to buy these accessories, but for ordinary people's own use of technology, it doesn't cost much at all.
Calculated in this way, the BOM cost of the entire mortal mobile phone is about 2300 on average.
The BOM cost of the iPhone flagship is around 1500.
The BOM cost of Samsung's flagship non-C1 processor is around 2000. The BOM cost of the C1 processor version is around 2300!
In other words, the high-end mobile phone industry is still a profiteering industry.
But the premise is high-end!
(End of this chapter)
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