Technological power starts with upgrading lenses

Three months have passed since Qin Guang No. 1 was released.

In these three months, Daqin Optics and Datang Heavy Industries manufactured a total of four EUV lithography machines.

One of them was left to Dahan Core Industry, and three were secretly delivered to the Equipment Department.

Originally, there were only two units left in the military's order.

However, considering that the public has not yet seen news of the mass production and delivery of domestic EUV lithography machines, different voices have emerged. Many people have begun to suspect that Daqin Optics has not yet been able to achieve mass production of Qinguang No. 1.

Therefore, the military finally decided that the delivery of the remaining two units can be postponed to June.

So on April 2, Daqin Optics’ fifth lithography machine was finally delivered to Leon Micro, which won the first place at the procurement meeting, in the presence of major media.

This news made the doubts on the Internet disappear immediately.

Everyone is intensely discussing what impact the mass production and delivery of domestic lithography machines will have on the chip industry and whether it can reduce the price of electronic products.

At the same time, more and more attention is focused on the research and development of photoresist again.

However, Wu Lihong listened to Kang Chi's words last time and chose to ignore external pressure and steadily advance the research and development of photoresist at his own normal pace.

Just last month, they achieved phased results, greatly narrowing the direction and scope of research and development, and are getting closer to final success.

The news of the mass production and delivery of Qin Guang-1 also completely shattered the last illusions of the international semiconductor giants.

Faced with the overwhelming momentum of China's semiconductor industry, the Semiconductor Industry Association of M Country held an emergency meeting of key members the next day to discuss specific response measures in the future.

Participating in this emergency meeting were semiconductor giants such as Pingguo, Qualcomm, Lianfa Technology, Samsung, Sony, Taiwan Electromechanical, and Goog.

At this meeting, the giants first reached a consensus on the overall situation,

That is to say, the fact that China has broken through the chip technology blockade is basically a foregone conclusion. The semiconductor war will gradually turn from the offensive blockade stage to a stage of evenly matched and frontal fighting.

To this end, they must give up all illusions and be prepared to fight a tough battle.

Once anyone loses in this technology competition, companies with a market value of hundreds of billions or even trillions of dollars may be reduced to ashes in an instant!

At the same time, they unanimously decided that at the last moment of this offensive blockade stage, they will continue to use their chip advantages to carry out the final wave of harvest and attack on China's chip downstream industry.

The next day, Xiaomi, Green Factory, Blue Factory, Meizu, Hongji, Huashuo, Qicaihong, etc., all domestic assembly plants in the electronic field such as mobile phones, notebooks, computer hardware, etc., received notices from foreign semiconductor giants. .

The reasons for the announcement are varied, but the final conclusion is that the price of their chips will increase by 80-120%!

For example, the purchase price of Qualcomm's third-generation Snapdragon 8 has increased from the original US$160 (approximately RMB 1,168 yuan) to US$304 (approximately RMB 2,128 yuan), a price increase of up to 90%!

If a mobile phone originally priced at 3,999 yuan is equipped with the third-generation Snapdragon 8, the cost of the optical chip will account for about 25% of the total material cost!

Now it has suddenly risen to 2128 yuan. More than half of the price of a mobile phone is the CPU. I am asking you whether to buy it or not?

And the increase in chip prices is just one of them.

Secondly, the Android system will also be charged!

In order to successfully acquire Motorola, Google signed an agreement with the Ministry of Commerce of China, promising that the Android system would be free for domestic brands within five years.

But then the free period expired, and they actually didn’t charge.

Not only in China, in order to popularize the Android system, they have been free of charge all over the world. It was not until 19 years that Guge finally began to harvest.

However, their first target was Ouzhou, and they were fined nearly $5 billion by the Ou League Committee, directly breaking the fine record.

But fines are fines. As a counterattack, Google adjusted the rules for manufacturers to use Android. Each device still has to pay 20 to 40 US dollars. It is tough anyway.

This actually caused the profits of domestic mobile phones exported to Ouzhou to fall for a time.

Now, they have finally pointed their next gun at the Chinese market.

Of course, this is actually easy to solve. Just follow the example of the members of the Ou League and find an opportunity to fine them.

The system is replicable, and the actual limit space is limited. If you play rogue, I will also play rogue.

If you are reasonable and charge reasonable fees, it is not impossible to pay the patent fee. After all, we are all civilized people. If we want to protect intellectual property rights together, everyone has to charge some patent fees, right?

But the chip is physical hardware. If you punish him, he will simply stop selling it. What can you do?

In short, these announcements immediately triggered an 18-magnitude earthquake in China's semiconductor field!

When Mr. Lei saw these notices, he felt like a bolt from the blue. His eyes darkened and he almost went to the hospital in a hurry.

Qualcomm's Xiaolong 8gen3, wcn7851 WIFI chip, 77042 power amplifier, sdr753 RF chip, Sony's CMOS chip,

All prices increase!

At once,

It feels like the sky is falling!

He quickly called people at Qualcomm and Sony to see if he had offended some big bosses, but they didn't answer his call at all.

It’s clear whether you want to buy it or not.

At the same time, friends and businessmen also called him one after another to ask what was going on here.

Only then did Mr. Lei realize that it was not his family, Xiaomi, who had received such an exaggerated announcement.

so,

The reason for the matter was not that Xiaomi had offended the big guys.

But there is someone else,

So he quickly thought about the delivery of Qin Guang No. 1 by Da Qin Optics, which caused a stir on the Internet two days ago.

"Nima, if you gods fight, it will bring disaster to the fish in the pond..."

Mr. Lei couldn't help but groan secretly in his heart.

"But fortunately, everyone has increased their prices. This wave actually means there is no increase at all!"

"Mr. Lei," Product Manager Mai Yongxiang quickly reminded, "Have you forgotten Warwick..."

"..."

How could Mr. Lei forget such a crucial 'friendship'?

It's just that I don't dare to think about it...

"The lithography machine has just been delivered, and their chips should not be mass-produced that quickly..."

"Moreover, isn't it that their wafer fabs can't buy EUV photoresist now? Maybe the photolithography machine they delivered won't be able to rotate at all because there is no photoresist..."

"Also, there are so many units and companies waiting to use EUV lithography machines, Warwick and others may also have to queue up..."

"Taking a step back, even if they can make chips, the performance will definitely be much worse than Xiaolong 8gen3. When the time comes, our price will be higher than theirs, which will be very reasonable..."

can only say,

Mr. Lei is worthy of being Mr. Lei.

In just a few seconds, he came up with four reasons to comfort himself and his men!

Mai Yongxiang hesitated for a moment, and finally couldn't help but ask: "We can't change the processor, but the CMOS chip has actually been replaced by a domestic one. Why don't we contact Daqin Optics to see if their CMOS Sold separately? I tried their camera last time and the imaging was actually very good."

"That's not necessary." Mr. Lei shook his head without thinking:

"After this wave of price increases, Blue and Green Factory will definitely have to increase their prices as well. It is impossible to sell them at a real loss..."

“So Xiaomi 14’s originally planned starting price of 3,999 has to be increased to at least 5,999.”

"But you sell a mobile phone with a 12-megapixel camera for RMB 6,000 or 7,000. Do you think anyone will buy it? And this wave of price increases is already very popular. If we don't cooperate with Laika, even the basic gimmicks will be gone. No more, it’s better not to release this new product..."

"The most important thing is that no matter how much the price of COMs increases, it's only about 100 yuan. I don't think it's necessary to fall out with Laccasoni just to save this little money."

Because Mr. Lei was angry, he spoke in a very strong tone, almost scolding him directly like "Are you a product manager without a brain?"

Mai Yongxiang was naturally a little unhappy after hearing this, but for the sake of salary, he finally held back and did not refute or explain.