Rebirth 99 to become a car giant
Chapter 496 Another hot cake, a bold decision for future cars
This meeting of Nanshan Group was relatively successful.
Everyone's enthusiasm was aroused.
Zhang Jing, who heard something different but was still a little confused, followed Cao Yang back to his office as soon as the meeting was over.
Obviously, he also wanted to communicate with Cao Yang about Nanshan Semiconductor.
In the past six months, it can be said that Nanshan Semiconductor has made some moves every month.
Not to mention the previous acquisition of Renesas' wafer fab and packaging and testing plant, and later the construction of a wafer fab in Shanghai.
We are still communicating with some potential international chip design companies about acquisitions.
Compared with wafer fabs, there are still a relatively large number of chip design manufacturers in the world.
However, these companies are mixed, and now it seems that each of them has a valuation of hundreds of millions of dollars, or even more than a billion dollars, but it is hard to say how long they can survive.
It may be valued at $500 million today and go bankrupt next month.
In this regard, Cao Yang was also worried about falling into a trap.
So relatively speaking, I would listen to Zhang Jing's report every now and then.
At the same time, in the list of acquisitions, Cao Yang also highlighted several companies for communication.
Once you can successfully acquire one of these companies, you will have earned it.
However, Zhang Jing obviously did not come here to report to Cao Yang about the acquisition of a chip design company today.
He was confused by what happened with the future car just now.
"Mr. Cao, you just mentioned that the demand for chips for electric vehicles will double. I can basically understand this."
"But can you elaborate on the computing power?"
"The current automotive-grade chips are generally products that are several generations behind consumer electronics and can fully meet market demand."
"Even using the chip technology of the 1990s to produce automotive-grade chips is actually enough."
Zhang Jing knows that the development focus of Nanshan Semiconductor is automotive-grade chips.
Of course, due to the establishment of the mobile phone project, the goals have now been adjusted.
It is equivalent to producing high-end consumer electronics chips and automotive-grade chips with relatively low chip process technology at the same time.
Of course, the manufacturing process of automotive-grade chips is relatively old, but it does not mean that the technical threshold is very low.
On the contrary, due to the special usage scenarios of automotive-grade chips, they are often not as easy to produce as consumer electronics chips.
This has also led to the fact that when the supply of chips in later generations is tight, automotive-grade chips are the first to suffer.
There are certainly some messy special reasons, but chip manufacturers give priority to producing high-end chips, which is also an important reason.
After all, for these manufacturers, the profits of automotive-grade chips are slim, but customer requirements are still very high.
With the same production capacity, the focus will definitely be on consumer electronics chips with higher profits.
"I just mentioned to you that for electric vehicles to be competitive, it certainly doesn't mean simply replacing the engine with a battery."
“It’s about building a different track so that people can feel the intelligence of electric vehicles.”
"For example, a smart cockpit system may involve a complete entertainment system and need to control several large screens."
"A series of configurations such as the head-up display on the instrument, the streaming rearview mirror, and the intelligent voice system all require chips with higher computing power to meet performance requirements."
"Using traditional car-grade chips will definitely not be enough, and it will be very stuck."
"Another example is that in the future, the entire vehicle will be equipped with various millimeter-wave radars, lidars, or single-eye cameras. These configurations need to be controlled by relevant control systems."
"Another example is the intelligent driving system, which also requires a chip with very high computing power to support its operation."
"Of course, this is also a step-by-step process. Our initial progress in intelligence and networking will definitely not be particularly high."
"But in ten years, maybe electric vehicles will need to use the most advanced chip technology to produce chips like mobile phones."
"When the time comes, whether Nanshan Semiconductor can capture this market will depend on whether Nanshan Semiconductor can fully develop and grow."
"In addition to chips, power components also have very broad application prospects in electric vehicles."
"For example, in the future, the demand for power components will be higher and higher for parts such as fast charging of electric vehicles or some high and low voltage power distribution control systems on motors."
“Designs that can be satisfied with MOSFETs now may require silicon carbide in the future.”
“This requires Nanshan Semiconductor to invest a lot of manpower and material resources in research.”
Cao Yang still has very high expectations for Nanshan Semiconductor.
In the future, chips are destined to be taken out and stuck in the neck.
If Nanshan Group does not want to be choked by others, it will depend on Nanshan Semiconductor.
Cao Yang went to great lengths to arrange for Nanshan Equipment to recruit a large number of people to work on photolithography machines and other related chip production equipment, essentially to avoid being stuck.
Even the existence of Nanshan Chemical serves Nanshan Semiconductor to a certain extent.
After all, many special chemical materials need to be used in the chip production process.
If no domestic manufacturer can produce these things, then the price will inevitably be high.
The most important thing is that the price is expensive and the supply is not stable.
How can this be tolerated?
Kill me like a pig?
Cao Yang doesn't want to be a pig!
"Mr. Cao, according to your statement, the number of chips required for electric vehicles is really quite large."
"It would be unrealistic and uneconomical for us to produce everything ourselves."
"Now BYD Semiconductor is also making every effort to enter automotive-grade chips and power semiconductor components."
"Warwick HiSilicon is fully committed to researching chips and semiconductor components used in the field of consumer electronics."
"Some other domestic companies also have related products under development."
"I think we can classify them appropriately. If it is a semiconductor component that is already produced by other domestic companies, we will temporarily put it in a position where the priority is not very high."
"For areas that are completely blank in China, we will focus on research and development first."
“In this way, the complete localization of chips in a vehicle can be achieved as quickly as possible.”
Zhang Jing naturally hopes that Nanshan Semiconductor will become larger and larger.
But he also knows he can bite off more than he can chew.
Global chip giants such as Intel and Texas Instruments cannot produce all kinds of chips, let alone Nanshan Semiconductor in its initial stage.
Get the urgently needed things out first, and take your time without being so anxious. This can be considered a more appropriate rhythm.
Otherwise, you will try to do everything, but ultimately achieve nothing.
That is definitely not the result that everyone wants to see.
"You can make the specific arrangements as you like."
"In short, Nanshan Semiconductor's preliminary research targets are centered around the needs of various business divisions of Nanshan Group. This way, there is no need to worry about there being no market to consume these chips, and it is easier to do related confidentiality work."
Although Cao Yang has personally participated in many technology research and development works of Nanshan Semiconductor, he cannot do everything personally.
That would directly exhaust you to death.
…
As the registration information of Future Automobile Co., Ltd. was officially submitted, people who had been paying attention to the news of Nanshan Group naturally noticed this immediately.
In particular, Future Auto's business targets specifically mentioned electric vehicles, which made everyone even more interested.
"Editor Fang, I just released the news that Nanshan Group established Future Auto to enter the electric vehicle market."
"I think this news should be relatively easy to attract attention during this period."
“It would be great if we could dig up more relevant news.”
Lin Jiayan knew that Fang Dawen had a wider network of contacts than herself and had better information channels than herself.
So I hope to get more news through him and heat up this topic.
"I just heard about this. I went to the Nanshan Group's official website and saw that there is no news there yet."
"But the company has already been registered. Nanshan Group will definitely take some action."
"During this period, China has released several policies related to the automobile industry, and many people feel that the spring of electric vehicles may be coming."
"But I think the development space for electric vehicles is still relatively limited in the short term."
"The establishment of future cars may be a little too early."
Fang Dawen and Lin Jiayan exchanged words casually.
Having been working in the automobile industry, Fang Dawen is very familiar with the situation of China's automobile industry.
In his view, the next three years may be the spring of electric buses, but definitely not the spring of electric vehicles.
It will still take a very long time for ordinary consumers to accept electric vehicles.
"But Nanshan Group's vision has always been well-known in the industry."
"They set up Future Automobile at this point in time to develop electric vehicles. There must be their reasons, right?"
Lin Jiayan retorted a little unconvinced.
"I can only say that Nanshan Group's move is very forward-looking, but it is not that easy to succeed."
"It may be more appropriate to see the situation in three years and then launch electric vehicles."
Fang Dawen is very confident in his own point of view.
Fortunately, Lin Jiayan was not so stubborn and did not continue the argument.
However, similar news is fermenting rapidly in the industry.
The first ones to worry about are Zhang Jiaqi and Zeng Guangda of Yangcheng Automobile Group.
According to the plan, the electric taxi jointly produced by Yangcheng Trumpchi and Nanshan Group will be mass-produced on a small scale by the end of this year.
In the future, Yangcheng Trumpchi's electric vehicles will be completely tied to Nanshan Group.
Now Nanshan Group has established a new electric vehicle company of its own. What does that mean?
"Mr. Zhang, Mr. Cao's movements are sometimes difficult to guess simply by guessing."
"I think we should just call him and ask him?"
"This way we don't have to worry so much?"
Zeng Guangda looked at the worried Zhang Jiaqi and put forward his own suggestions.
Among several large automobile groups, Yangcheng Automobile Group has the weakest foundation.
Until now, they have not actually mastered any core technology of their own.
Even the so-called self-developed engine is actually developed on the basis of Nanshan Group's 1.5T.
As for parts technology related to electric vehicles, whether it is batteries, motors, or other parts, Yangcheng Automobile Group's accumulation in this area is basically zero.
If Nanshan Group personally participates in the electric vehicle competition, Yangcheng Motor will not have any confidence that it can win.
“Although electric vehicles are now supported by policies, they probably don’t make much money.”
"I don't understand why Nanshan Group established Future Automobile."
"Are they really optimistic about this market?"
"If so, then it will be necessary to make some adjustments to our future strategy."
What Zhang Jiaqi is worried about is obviously not just Nanshan Group's establishment of Future Automobile.
He can't understand the future development, which is also very depressing.
The higher one holds a position, the more important it is to control the future.
Only with a clearer understanding of the future can we lead Yangcheng Group to move forward rapidly, and even surpass Spring City Automobile Group and Xifeng Automobile Group to become the leader in the country's automobile industry.
In that case, Zhang Jiaqi is definitely a figure in China.
"Electric vehicles represent the future, and everyone knows this."
"But when will this future arrive, different people have completely different views."
"If you enter too early and invest a lot of manpower and material resources, you may become a wedding dress for those who come after you."
"The risks here cannot be ignored."
"Nanshan Group has a big business. Even if a future car is messed up, the overall impact should be relatively small."
"But we at Yangcheng Trumpchi are different. If we really mess up, life will be difficult."
Although Yangcheng Toyota and Yangcheng Honda have two fields to provide blood transfusion to Yangcheng Trumpchi, if it is too exaggerated, the results will definitely not look good.
Zeng Guangda also knew this well.
"Let's wait for Nanshan Group's official announcement. There will definitely be many media who want to know about these issues."
"We don't have to call ahead."
After much deliberation, Zhang Jiaqi still didn't call Cao Yang.
Some time ago, he had already been embarrassed in front of Cao Yang once because of the Yangcheng Aisin gearbox incident.
He didn't really want to embarrass himself again now.
After all, as the general manager of a group, he also wants to save face.
However, Zhang Jiaqi can wait for the official announcement of Nanshan Group, but Zhu Zhengfeng can't wait.
Spring City Automobile Group took out the Hongqi sedan and established Nanshan Hongqi with Nanshan Group. Now it has reached the most critical stage of development.
Now that Nanshan Group suddenly appears as a future car company, what's going on?
Although Zhu Zhengfeng saw relevant news reports saying that future cars will mainly go towards the electric vehicle market, this is all speculation by outsiders.
Who knows whether Nanshan Group will change its mind in the end?
So Zhu Zhengfeng couldn't help but called Cao Yang directly.
"Mr. Zhu, don't worry. In the future, cars will only be electric vehicles, not fuel vehicles."
"And the electric vehicles we make are mid-to-high-end models in the range of RMB 300,000 to RMB 500,000."
"Even if Nanshan Hongqi wants to produce electric vehicles in the future, it will not have much competition with Future Auto. We are not competitors on the same dimension."
Zhu Zhengfeng called him personally, and Cao Yang still had to comfort him.
To avoid unnecessary misunderstandings.
Future Auto was originally aimed at the electric vehicle market and had no intention of becoming a competitor with Nanshan Hongqi.
So it's no big deal to tell Zhu Zhengfeng directly.
Anyway, he is not a loudmouthed person who talks nonsense everywhere.
In fact, Nanshan Group is also preparing to officially announce its entry into the mid-to-high-end electric vehicle market, so even if Zhu Zhengfeng reveals today's conversation to the outside, it doesn't matter.
"Mr. Cao, for an electric car worth 300,000 to 500,000 yuan, you can buy some entry-level models from Mercedes-Benz and BMW at this price."
“Will future cars really be sold by then?”
Zhu Zhengfeng breathed a sigh of relief after confirming that the future car was not heading towards the Nanshan red flag.
But as soon as he turned around, he also became curious.
After all, the positioning of future cars is a bit special.
Mid- to high-end electric vehicles!
Is there a market for it?
Will Nanshan Group fall into a trap?
"Electric vehicles and fuel vehicles are not on the same track. The country is now beginning to encourage the development of new energy vehicles. It should also have the idea of evading the dominant position of international automobile giants in the fuel vehicle market."
"In this case, as long as we make electric vehicles well done and get recognition from consumers, the future prospects are still worth looking forward to."
"Of course, electric vehicles are indeed what you said, Mr. Zhu. It is probably very challenging to get consumers to take the initiative to pay for them."
“But precisely because this matter is very challenging, our group is prepared to take on the challenge.”
"If it wasn't really difficult, a group of people would have rushed over long ago."
You still have to put it on when it’s time to put it on.
Otherwise, what's the point of being so strong?
You have to let your competitors know that you are strong, so that you can effectively avoid some meaningless competition.
Otherwise, cats and dogs will all want to touch future cars in the future, which will be quite disgusting.
"You are right. Nanshan Group has relatively advanced technologies in auto parts and car batteries. If we want to say which electric vehicle company will do the best in the future, I think it still depends on Nanshan Group. .”
"Mr. Cao, if electric vehicles really develop in the future, our Nanshan Hongqi will also develop electric vehicles, right?"
Relying on Spring City Automobile Group's own R\u0026D capabilities, it will definitely not be able to produce electric vehicles.
Zhu Zhengfeng could see this clearly.
So instead of wasting a lot of money on research and development, it is better to turn it into profits and make the reports look better.
If you need to buy electric vehicles in the future, just contact Nanshan Group directly.
Anyway, isn’t this how Nanshan Hongqi cooperates now?
So many independent brands in China have been able to develop, haven't they all followed a similar path?
They are all Chinese companies anyway, so there is no need to worry about being scolded.
After thinking about this, the pressure on Zhu Zhengfeng's shoulders was reduced a lot.
"If the market really needs Nanshan Hongqi's electric vehicles in the future, then we will naturally develop them."
"But in the short term, we should start working on Hongqi H5 and HS5 first."
"Only by increasing the sales volume of Nanshan Hongqi can we have a future."
When Nanshan Hongqi starts to develop electric vehicles, it will definitely be three to five years later.
Cao Yang felt that there was no need to be so anxious about this matter.
However, the two major shareholders of Nanshan Hongqi can do it without rushing, but some companies cannot.
Within BYD, the reaction to Nanshan Group's independent establishment of Future Auto was a bit fierce.
"Lao Liang, our electric vehicle needs to speed up a little bit."
"Mr. Cao has always had a good vision. Now he has begun to let Nanshan Group directly establish an electric vehicle company, which shows that he is also very optimistic about the future of electric vehicles."
BYD has always paid great attention to the development of Nanshan Group.
For so many years, many independent brand car companies have been worried about whether Nanshan Group will directly become their competitor and produce mid- to low-end cars themselves.
But over the years, although Nanshan Motors established Xingchen Motors and purchased Jaguar Land Rover, it has never had any intention of entering the mid- to low-end market.
Until the red flag of Nanshan appeared.
Fortunately, Nanshan Hongqi is based on the original Hongqi sedan after all, and it cannot be regarded as Nanshan Group's direct entry into the game.
So everyone can tolerate it.
Now that Nanshan Group has directly established Future Automobile, everyone's worries have become serious.
"Mr. Wang, although the subsidy policy for electric vehicles has been announced, the subsidy amount is limited. If we really increase the sales of electric vehicles, not every vehicle will be able to receive the subsidy amount by then."
"And if there are no subsidies, then electric vehicles will definitely lose money."
Liang Chuanqing obviously does not particularly support the leapfrog development of electric vehicles.
The current conditions are not very mature yet.
Many people can see this.
If electric vehicles are forced to be produced on a large scale, they will all become inventory in parking lots.
At that time, the sales department’s task will not be to sell cars, but to find parking lots everywhere.
That scene is very embarrassing just thinking about it.
Many car companies in later generations have experienced this embarrassing scene when their inventories were relatively high.
"Use the profits from fuel vehicles to subsidize part of the losses of electric vehicles. Besides, we are a listed company. As long as we tell the story well, we can make money back through the stock market."
"We must speed up the development of electric vehicles and cannot continue to lag too far behind Nanshan Group."
Wang Fu's attitude this time was very firm.
Obviously, he was a little excited by Nanshan Group's future cars.
They have established separate electric vehicle companies, which shows that Nanshan Group attaches great importance to this business.
What Nanshan Group values is worthy of BYD's attention.
This point can be regarded as the experience that Wang Fu has learned over the years.
"Then I'll discuss it with Mr. Lu to see if the development of battery technology can keep up."
"Then I will also look at the research and development of related parts and components in the 17th and 18th business units."
The boss wanted to force him, but Liang Chuanqing had no choice.
We can only bite the bullet and accelerate the development of electric vehicles.
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