Technology derived

Chapter 612 Qualcomm is ready to move

Therefore, the current SOC high-end clubs are very lively.

There are three leaders of Apple, Samsung, and Qualcomm on the top, and Huawei and MediaTek on the bottom. Because of the advanced technology of mortal semiconductors, the progress is amazing.

However, the overall pattern has undergone some changes.

The most cutting-edge Apple, Samsung, and Qualcomm were originally evenly divided, but now because Apple uses mortal semiconductor foundry, the performance has greatly increased, and it seems to be a trend of suppressing Samsung and Qualcomm.

After all, the same SOC design scheme, manufactured by mortal semiconductors, is at least 30% stronger in terms of performance than those manufactured by TSMC and Samsung!

The seats of Samsung and Qualcomm are a bit embarrassing.

There is Apple's A-series suppression on the top, and Huawei and MediaTek are chasing after it.

It would not be an exaggeration to say that it is in jeopardy.

In this situation, both Samsung and Qualcomm couldn't help but be ready to move.

Especially Qualcomm, it is a little different.

Although in terms of interests, Qualcomm and Mortal Semiconductor are tit-for-tat, and Samsung are sympathetic or difficult brothers.

But the situation is pressing, and Mortal Semiconductor's technology is too powerful.

Once this development continues, with the advanced technology of mortal semiconductors, Apple's previous generation of SOC can beat their new generation of Qualcomm. Once Apple releases a new generation of SOC, won't their Qualcomm only have to eat ashes?
In addition, even Huawei and MediaTek, which were not considered by Qualcomm, began to threaten Qualcomm's dominance because of the advanced process technology of Mortal Semiconductor.

This makes it impossible for Qualcomm to think about it.

After all, once Qualcomm also abandons the dark and turns to ordinary semiconductors, the performance of Qualcomm's 820 and the next 821 will soar, completely surpassing Apple's A9 half a year ago, and Samsung's new generation of 8890, becoming the current NO.1.

Moreover, this advantage can be maintained for at least half a year, and it may not change until Apple's A10 is launched in the middle of next year.

More importantly, Qualcomm's 820 is only a 4-core architecture. Under the current conditions, once 8 cores are installed, the power consumption is too large, and the same mistakes as the 810 will inevitably be repeated.

But if Mortal Semiconductor's 14nm technology is used, coupled with Mortal Semiconductor's CPU intelligent control black technology, even if Qualcomm comes with an 8-core 830, it will not be a problem.

At that time, the performance of the 8-core 830 will definitely explode. Samsung will not have any problems after it explodes, and even Apple will be forced to increase the core.

After all, the 4-core Qualcomm 820 can compete with the 8-core Samsung 8890, let alone the 8-core?
This brilliant prospect has become the biggest source of trouble for Qualcomm.

In fact, this kind of thought of changing from one to another began to spread within Qualcomm on a large scale, and even in high-level meetings, more than one high-level executive made public proposals.

And internal employees are also whispering.

It's just that such an important decision cannot be rash, and must be considered in the long run.

But this seed of being out of three worlds has been deeply buried in Qualcomm, and it has begun to sprout...

It can be said that since the establishment of Mortal Semiconductor, the pattern of the entire semiconductor field has completely changed.

Even the top existences like Apple, Samsung, and Qualcomm cannot help themselves.

The semiconductor giants TSMC, Samsung, and Intel are also difficult to protect themselves.

Even if it continues to develop, even the entire upstream and downstream industry chain of semiconductors will change.

Even ASML, the father of lithography machines, may eventually have to compromise with mortal semiconductors and mortal technology!

As for the banning and banning of mortal technology, as for the blockade and embargo on Chinese companies, it will only become a joke in the end, the biggest joke.

You know, in this era, strength is the most important thing.

In the field of lithography machines, ASML is the only one in the world with no rivals. With its strong strength, ASML alone can occupy a large amount of profits in the entire semiconductor field.

This kind of existence is hard to shake.

But there is another saying, called the market is king!
No matter how strong the strength is, if there is not enough market, it is still meaningless.

Like the current situation, in the field of lithography machines, Wang Fan really has no way at present.

China's industrial foundation is too weak, even if Wang Fan has the technology, it will be difficult to realize it.

But Wang Fan is going to break through from another direction. He wants Asmail to take the initiative to compromise and bow to Mortal Technology.

This kind of thinking may seem absurd now, and it is a bit of fantasy.

But Wang Fan began to advance step by step for the camp, and succeeded by one-third!

Lithography machines are essential for the basic level of semiconductors and are very important.

Whether the lithography machine is powerful or not largely determines the positioning and development of semiconductor companies.

But again, the lithography machine is only the basic equipment, and above it is the fab, which is responsible for the mass production of chips.

Further up the fab is the chip manufacturer.

And chip manufacturers go up, it is mobile phone and other manufacturers.

Lithography machines can affect fabs, chip manufacturers, and users one by one from bottom to top.

Similarly, users, chip manufacturers, and fabs can also decide on the lithography machine in turn!

This is what Wang Fan relied on to break through Asmer's blockade and force Asmer to compromise.

At present, Qualcomm's chips are very popular.

On the one hand, Qualcomm is powerful and its chip performance is powerful.

On the other hand, there is no better and more suitable option.

However, it is impossible for ordinary people to only do foundry and not get involved in chip design.

Therefore, once Wang Fan casually throws out a chip and goes public, Qualcomm's chips may have to stand aside!

It can be said that in terms of users, Mortal Technology's appeal is only stronger than Qualcomm's!

Whether it is Apple, Huawei, or MediaTek, the current mass production of chips is also mortal semiconductors!
Therefore, in the field of wafer foundry, Mortal Technology has an absolute right to speak, an unquestionable right to speak.

It can even be said that more than one-third of the current chip foundry market is owned by the mortal peninsula.

And another big player, Qualcomm, is also starting to make moves. Once Wang Fan wins Qualcomm again, then two-thirds of the entire semiconductor market will belong to Wang Fan.

Since then, I am afraid that looking at the world, there are only a few such as Samsung and Intel.

For these, as long as Wang Fan uses some means to kill them quickly, then the entire semiconductor market will be dominated by mortal technology.

At that time, Mortal Technology controlled more than 90% of the entire semiconductor market, which can be said to be an absolute monopoly.

And ASML, as a downstream lithography machine supplier, if it does not sell the lithography machine to Wang Fan, who else can it sell to?
Is it the defunct TSMC, or the one out of ten Samsung, or the half-dead Intel?

But with these existences, the market share has shrunk sharply, and even self-insurance is a problem. How can it be possible to support ASML?
After all, the lithography machine is the most expensive existence.

If the product cannot be sold, the only thing waiting for ASML is bankruptcy, demise, and acquisition!

(End of this chapter)