The domestic market situation of Yike mobile phones is very good.

This also means that the launch of Yike's own YMS will become more basic.

In addition, both Hanwang and Meizu have obtained mobile phone network access licenses and are making final preparations for the upcoming launch.

Needless to say, the communication with Yike YMS was very smooth in the former. As for the latter, I had some doubts, but after carefully comparing the fluency differences and carefully explaining the differences in Yike, I felt that the overall situation was strong, so I went with it.

The mobile phone made by the team of former Changhong head Ni Runfeng may be launched in the middle of the year or in the second half of the year, and it will naturally be equipped with YMS.

Domestic brands are successful, but Samsung, which also uses Android system and will enter the domestic market, is different.

Yike Company contacted Samsung and discussed the issue of mounting, but Samsung refused without hesitation and would not consider the so-called YMS and related certifications.

If Samsung doesn't comply, there's nothing we can do but let it go.

Fang Zhuo is more concerned about YMS, which is related to mobile phone usage experience, but this is a job that is not taken seriously within the company. If there is a standard to measure it, cloud computing has not even been taken seriously by everyone.

The cloud computing department, led by Wang Jian, the former vice president of Microsoft Research, has gathered a group of engineers to do cloud computing that not everyone understands.

The problem is that although this Wang Jian is a doctor, he is a psychologist, and according to the news circulated in the department, he is not very good at writing code.

This will inevitably be questioned.

Fang Zhuo looked through the work report and saw the description from a third-party perspective. When Wang Jian was questioned, he rarely defended himself. Occasionally, when pressed, he used himself as an example - "Does Mr. Fang know how to write code? The code is just written.

Is it good?"

In response to this situation, we still need to make some statements.

Fang Zhuo thought about it again and again. He did not make a long speech or name anyone. He just gave instructions in a work email and copied it to multiple departments - "Cloud computing is a direction that has been proven at Amazon. It is difficult but worth investing in.

Besides, no matter how difficult it is, can it be more difficult than conquering advanced manufacturing processes using ice core?"

Can a promising but difficult business be done?

There is an ice core support under the entire frame. If ice core can do it, this can also be done.

People in many departments saw the boss's attitude... It's not impossible to argue. Although they don't know much about cloud computing, the most important thing is that the leader Wang Jian doesn't look like someone who can accomplish this!

However, what the boss said, especially when you take out your beloved ice core, there is no need to go out and get into trouble, just let the facts speak for themselves.

Fang Zhuo could roughly guess what some people were thinking, and he was considering giving Wang Jian a platform at the annual meeting to see if he could promote the development of this business.

The New Year is approaching and the annual meeting is approaching. After years of hard work, I finally have relatively ample funds. In addition to considering the development of ice core and domestic semiconductor industries, Fang Zhuoren took the opportunity to sort out the entire framework during the past few days at Hang Lung 23.

At noon on January 19, Fang Zhuo sent Su Wei away. He felt that the work that Mr. Su had been responsible for in the past few days must have been greatly relieved. He always discussed cloud computing, semiconductors, and Android systems with him leisurely.

The development of mobile Internet and other directions.

In the past, although Teacher Xiao Su was able to talk about these things, more energy and interest was placed on Tesco's e-commerce.

Does Mr. Su have any ideas about mobile phones or group work?

Fang Zhuo had this idea passed through his mind and opened the report from the service alliance and the integrated circuit industry investment decision jointly issued by multiple departments that had just been officially confirmed yesterday.

But before he could take a second look, the landline suddenly rang.

The caller identified himself as Haydn, the director of the international data company IDC.

IDC is a world-renowned professional provider of market consulting, advisory and event services for the information technology, telecommunications and consumer technology industries. It often publishes market information, forecasts and analytical articles on industry hot spots.

However, after just exchanging pleasantries with Haydn, Fang Zhuo became a little anxious when he heard the other party's intention.

"Mr. Fang, according to our statistics and estimates, Ice Core was selected into the top ten wafer foundries in the world in 2008. Congratulations to you. Ice Core is ranked fourth. If you don't mind..."

Top ten wafer foundries in the world!

Ice core!

Fang Zhuo only let the information pass in his mind for a second before interrupting: "What? It's impossible, maybe it's a mistake. Where are you in the top ten in the world? You IDC must be rigorous and can't attract people's attention!"

Ice cores have always been very low-key, especially after 65nm, the domestic media basically silenced it and did not publicize it.

How did it become one of the top ten wafer foundries in the world?

Fang Zhuo was a little angry.

After hearing Mr. Fang's reaction, Haydn was stunned for a few seconds and said: "According to our assessment, as well as our inquiries and information collection from Ice Core customers, and disclosures from sources, Ice Core's full year 2008

Revenue is around US$1.4 billion, Mr. Fang, I just want to verify this data with you today."

"How is it possible that there are so many? IDC's name...doesn't deserve its name." Fang Zhuo almost used the wrong idiom. IDC really deserves its name. This data is too accurate.

The so-called source is probably not Goldman Sachs or any shareholder.

Bingxin has always been secretive about its own business and revenue, but institutional shareholders can always know about it. Although they have said hello, they have not disclosed the information to the outside world.

Throughout 2008, Bingxin's annual revenue was indeed US$1.4 billion, or US$1.418 billion to be precise, which is enough to become one of the world's leading wafer foundries.

The reason why there has been such great progress is because of the smooth operation of the 65nm production line.

In the first quarter of this year, the Luzhou factory's 65nm production line capacity ramped up, from 1.5W wafers to 2.5W wafers in March. The remaining three quarters were affected by the subprime mortgage and financial crisis, and the capacity utilization rate failed to meet expectations.

At full capacity, the average is only 80%.

Throughout the year, 1.5+1.5+2*10=23W tablets.

The price of Ice Core’s 12-inch 65nm process wafers is inferior to that of Taiwan Kee and UMC. Taiwan Kee is US$5,000 per piece, UMC is US$4,500, and Ice Core’s average is US$4,400.

The revenue contributed by the 65nm production line alone for the whole year was 23W*4400=1.012 billion US dollars.

The combined revenue of the Luzhou plant’s 130nm production line, Lin’an II plant’s niche storage, and Shencheng plant III sensor’s revenue is US$406 million.

Even though the most advanced mass production process in the world is 45/40nm, the relatively advanced 65nm process still pushed Ice Core into the top ten foundries in the world within more than a year of mass production.

This is a bit like the original SMIC, which became the fourth largest foundry in the world in just four years, relying on the rapid catching up and implementation of manufacturing processes.

This is one of the meanings of advanced manufacturing processes.

Of course, big factory and strong factory are two different concepts.

Fang Zhuo thinks that Bingxin is not particularly big, let alone strong. Last year’s revenue was US$1.418 billion, the cost was US$1.338 billion, the gross profit was only 80 million, and the net loss was 290 million.

With this situation, why is it among the top ten or even the so-called fourth wafer fab in the world?

Your IDC bases its evaluation solely on revenue. Is there something wrong with this standard?

Fang Zhuo expressed his gratitude for the evaluation from IDC.

"Mr. Fang, IDC is absolutely professional. Based on the information disclosed by customers such as Qualcomm and AMD, as well as the situation of upstream raw materials, we believe that the ice core 65nm process has brought sales of up to 1 billion US dollars to the wafer factory, and the Shencheng factory

The number of sensors produced bucked the trend and increased in the second half of the year, which is also a gratifying performance in the industry." Haydn roughly understood what kind of boss Fang always belonged to.

He remained polite and emphasized: "Mr. Fang, IDC is very happy to see a company comparable to SMIC emerge in China. We also hope that Bingxin can achieve greater development in the future. This data verification is just for correction. Since

If you have any objection to the numbers, we will compare the data carefully."

IDC cannot easily revise its conclusion. You are just the chairman of Bingxin. What do you know about revenue data?

Fang Zhuo heard the other party's persistence and frowned and asked: "You just said that Ice Core is fourth? Who are those in front of you?"

"Taiwan Journal, UMC, Chartered Semiconductor." Haydn said calmly.

"Where's their revenue?" Fang Zhuo asked again.

Haydn continued to answer: "Taiwan is US$10.6 billion, UMC is US$2.96 billion, and charter is US$1.74 billion."

Fang Zhuo thought to himself, the ones in front are still strong, especially the number one reporter is not that strong at all.

Haydn asked: "So, Mr. Fang, do you agree with Bingxin's revenue of 1.4 billion?"

Fang Zhuo said categorically: "There is a problem with this data. To be honest, Bingxin's revenue in 2008 was US$1.308 billion. There must be something wrong with your data."

Haydn was surprised and a little confused. Did his own data calculate an extra $100 million?

After all, this is the chairman of Bingxin, and he can read reports.

"We will check the information and data again. If this is true, Ice Core would have ranked fifth last year, and the fourth place was SMIC's US$1.353 billion." Haydn made an assumption.

Fang Zhuo said "hmm" and then said: "You only arranged foundries? What about the entire semiconductor company?"

Hayden said regretfully: "We still have a ranking of the top twenty semiconductor companies in the world, but there is no discussion about Bingxin entering this ranks."

Revenue of US$1.4 billion does not rank among the top 20.

He added the data: "The 20th place is Nvidia with US$3.45 billion, and the first place is Intel with US$34.14 billion, but I am personally very optimistic about Bingxin's improvement on this list."

"The overall revenue of the global semiconductor industry in 2008 is estimated to be 266.6 billion, and the revenue of the top 20 semiconductor companies totals 166.26 billion, accounting for 62%."

Fang Zhuo sighed and pointed out what was wrong: "Bingxin is still in the red. I think ranking based on revenue alone is a very inaccurate measurement. It should be judged based on comprehensive profit, R&D and other data.

"

Haydn said politely: "The huge depreciation costs caused by the equipment will be quickly amortized in the next few years, won't it?"

Fang Zhuo won't discuss it anymore, this man is knowledgeable.

65nm will be a popular process in the next few years, and the losses caused by equipment upgrades can be quickly made up.

The call from IDC is over, and relevant news will probably not be released too late.

Fang Zhuo thought about it again and again, forget it, celebrating the Chinese New Year can be regarded as a kind of recognition.

The most important thing is that you can't stop such an assessment.
To be continued...