Chapter 211 Opening and closing (two in one)
The reason why Li Feng chose the British Empire in the first stop was for the British semiconductor AR company. This subsequent mobile chip is overlord.
Semiconductor is the core of electronic products, the cornerstone of the entire information industry, and a highly technical industry. Therefore, before the AR company, let's talk about several models of the semiconductor industry.
1. ID mode (vertical integration mode). That is, a company -run from design, manufacturing to sales all processes, requires strong operating capital to support this operating model, such as Intel and Samsung.
Samsung is very powerful. On the one hand, it is a vertical integration mode that can create its own chips. On the other hand, it also plays the role of foundry, and at the same time, it provides foundry services for A -series processors designed by Apple.
Of course, Intel is also awesome, it is also an IP designer of the IS (complex instruction set). It almost monopolizes the 86 processor, mainly computer chips and server chips.
2. IP design mode .AR is special.
, Graphic core, interconnected architecture, and then authorize their technical intellectual property (IP nuclear) to other semiconductor factories.
3, the Worse Woods Factory Model (Chip Design Outsourcing Production and Sales). For example, Qualcomm, MediaTek, etc., obtained from AR, design their own chips, and be responsible for selling.
However, Qualcomm can have so powerful strength today, not because of its advantages in chip design, mainly in the field of communication, Qualcomm's strategy is to "sell PU".
make money,
The Qualcomm patent license fee is not calculated based on the "single chip charging", but is calculated based on the cost price of the entire mobile phone.
4, wafer foundry model (manufactured by pure chip), such as TSMC, Geluo Fangde ... The Optical Terrace Power Family almost monopolized the entire foundry industry, with a market value of more than 200 billion US dollars. This is not an ordinary foundry.
Instead, it represents the top manufacturing industry. The back of light involves 18 top suppliers, representing the highest level of this country's industry.
For the most proud of the Chinese people, if Huawei is listed, the market value is similar to TSMC. Although Huawei has not been listed now, the market value can be compared with similar kinds. It is undeniable that now Huawei is far from Samsung's opponent.
The entire Samsung Group (Samsung Electronics Samsung Samsung Samsung Heavy Industry Samsung Products Samsung Aviation ...) adds a market value of about 360 billion U.S. dollars. If Huawei is listed as a whole, it should be between 20-300 billion US dollars.
Of course, if Huawei is listed in A shares, it is possible to turn it with the urine of the Chinese.
Let's take the entire chip again, two IP designers: AR (RIS streamlined instruction set), the ecology developed, there are Qualcomm, MediaTek ...
Intel (IS complex instruction set), the closed ecology is only Intel, AD (not AR, an agricultural enterprise AD);
Three major chip manufacturers: TSMC (pure foundry), Intel, Samsung,
Nympho
And Li Feng came this time just to get the RIS authorization of AR's chip technology.
It is not the era of the mobile Internet era of AR architecture that is more than 95 in the world.
Now the market value of AR is only $ 1 billion, and there is no connected half of it. Until the coming of the mobile era, the market value of AR has also begun to skyrocket.
However, because of the business model of AR, the market value of AR has not been high. It was afraid that in 2016, when SoftBank acquired AR for $ 32.2 billion, the purchase price was 43.
As a company that opens the chip technology authorization platform, when I heard that a Chinese company wants to obtain their chip architecture, although AR is curious, but the attitude is very enthusiastic. CEO Voron Erist received in the guest room in person.
Li Feng's line.
This forty -year -old Ester is a typical British, a gentle and polite gentleman image, which makes people very comfortable, nor did it because Li Feng's younger youth said,?
After a guest set, East briefly introduced the concepts and situations of some companies, and asked the assistant to schemate the chip of the AR architecture and projected directly on the screen behind.
What does architecture mean?
Let's put it this way, doing PU is actually similar to that we build a house. AR sells a basic design blueprint for a house. After buying a blueprint for a blueprint, you can modify it according to your own needs.
How many rooms are designed? How big is the restaurant and bathroom?
East pointed at the schematic diagram and said, "President Li, these are the chip architecture of our AR, which have specific parameters on it. At present, we are more mature.
We also have the 7 series that has just been successfully developed. "
As Istan said, the parameters on the slide, the schematic diagram, very detailed. They do not have to play tricks at all. All these structures and details, AR has applied for patents, you can sneak in production, but once you you once you
Large mass production, just wait for this lawsuit.
After the chip category was generally introduced, East then went to Li Feng and talked about the fee: "This 6 series of previous authorization fees are only $ 2 million.
Enough! "
The profit model of AR is: First, rely on the previous authorization fee, less than $ 1 million, as many as 10 million US dollars, and the one -time payment depends on the complexity of the purchased authorization technology.
The second is the later version of the tax, and the version tax is a small chip that is sold, usually each chip is 1 to 3 US dollars.
The preliminary authorization fee is 2 million US dollars. This money does not matter.
But each chip collects 2 US dollars, then it must be carefully calculated: to make a million mobile phones, you have to give them 2 million US dollars, 10 million units are $ 200 million, and 100 million units are 200 million US dollars!
Moreover, Istan has no kindness. Other large manufacturers are 1 US dollar tax, which is $ 2 to Feng Rui, and the 6 series obviously belongs to the product that is about to be outdated!
East also regarded himself as a soil bun that he didn't understand. Fortunately, Li Feng made a detailed investigation before he came.
However, Li Feng said nothing, just asked, "What about the 7 series?"
East said: "Although the 7 series is our new product, this cost is much more expensive, at least the preliminary authorization fee of $ 5 million, and each chip patent is 3 dollars, although it is a bit expensive, although it is a bit expensive
, But absolutely worthy of money. "
Li Feng then asked: "Can we get the architecture level authorization?"
AR has three different modes to authorize the outside world: architecture level authorization, kernel -level authorization, use level authorization, can be easily understood literally,
Make a very vivid metaphor: Assuming I wrote an article, I told A that you can use it to modify it and use it, which is the architecture level authorization; I told B that you can quote my article in your article, and then then
It is a kernel -level authorization; I told B that you can only repost my article, you cannot change it, you cannot add oil and vinegar, you are authorized by hierarchical authority.
Like Qualcomm, Samsung, and Apple are all architectural -level authorization and can be revised, and Huawei is authorized by the kernel level, and many other companies with Chinese background are authorized by hierarchical authority, that is, the public version, that is, the public version, that is, the public version, that is, the public version, that is, the public version, that is, the public version, that is, the public version, that is, the public version.
Of course, don't think that you can produce your own chip if you get the authorization of AR! There are always people who make S (system -level chips) as simple as a schematic diagram with glue paste box.
After the plan, throw it to TSMC production, you can make your own S (system -level chip),
This idea is almost like, thinking that after watching the extravagant video of Messi, he will play football, and can join Barcelona to play in the Champions League.
Xiaomi's Rebus has also invested billions of as a surging chip, but from S1 to the current two years, S2 can not hear the sound.
It is said that several streams failed several times, and each time it was four million dollars, it was not bright. How can I play! Since then, it is said that Huawei has been doing S but so much. It is estimated that for a while and a half.
It's surging S2.
Fortunately, it is not in the era of mobile intelligence. Istan gave the answer after thinking about it: "In this case, the 7 -series preliminary authorization fee is $ 10 million, and the patent fee for each chip costs 3 dollars!"
Li Feng said: "According to our survey, it seems that the patent fee of each chip in the later period of other manufacturers is $ 1."
East said without changing his face: "That's because their mobile phone shipments are large, so this preferential policy."
Li Feng said: "Okay, if we increase the preliminary authorization cost to $ 12 million, the patent fee for each chip will be reduced to $ 1, how about!"
Li Feng still thinks that like an agent "Miracle U", improve the previous authorization fee to reduce the later division.
Originally Istan also wanted to take Li Feng, "Then let's consider it again,", "
Unexpectedly, Li Feng stood up and said, "Then we will come here in two days!" After that, Li Feng was going to walk out.
Now AR is not a future AR, now 12 million US dollars can be almost the profit of AR for half a year.
Therefore, Istan saw that Li Feng really wanted to leave, and hurriedly held Li Feng and said, "President Li, no problem."
In the end, AR won the present, and Li Feng won the future.
Don't look at Li Feng now spending more money. After the smartphone is hot, you will find that all of this dedication is worth it.
It can even be said that by then, Li Feng came to find AR again, and the price was not 12 million US dollars. At least 20 million US dollars started, each chip did not draw you for three or four dollars, it is definitely impossible.
And if you want to archite the level of authorization, you don’t need to think about it at all,
Isn't this the biggest advantage of rebirth!
The remaining specific agreement was drafted by the "patent group" led by Li Feng.
As a fan of Beckham, when I came to the UK, I didn't watch the Premier League. I was really sorry for himself. Li Feng also deliberately watched the match between Arsenal and Manchester United. The scene was still hot.
Especially now Manchester United also has a fans of Beckham, Ken, who has a temperament, and Arsenal also has Henry Emperor, Bing Prince Bog Camp,
However, the result of the game was still laughed at the end, and if Li Feng remembered correctly, this season's Premier League champion was Arsenal, and he ended with an unbeaten record.
Although Li Feng has nothing to do with east and wandering west, Li Feng has been thinking about a question recently through AR's development history: What is the way to go in the future? Is it open? Or closed?
In the technology circle, open and closed, the battle of these two words has been lasting for a long time. Intel and AR, Microsoft and Apple, Apple, and GGLE, are like Apple's "closed" IS system, GGLE "open" Andrid system, GGLE "open" and "open" system,
But it seems that in the end it is a bigger winning face of "development", just like Intel (IS complex instruction set) and AR (RIS streamlined instruction set), just like one person chose two ways, one high -energy consumption, high -efficiency, one, one
Low energy consumption, low -efficiency, but the final end point is the same, low cost, low energy consumption, high efficiency,
Intel is closed, its chips are produced by it, and their competitors only have one AD; AR has authorized the design of the chip architecture to be used to Apple and other companies. In the mobile era,
AR defeated Intel.
In the P era, "Open" Microsoft also defeated the "closed" apple;
In the mobile age, "open" Andrid also defeated the "closed" IS. This "victory" is still a bit early, it can only be said to occupy the market share 80;
It seems that the final conclusion should be "open" to defeat "closed", but in fact, AR's market value is not as good as Intel's zero, and AR cannot control the downstream industrial chain; Apple only uses 20 market share,
The profit of the entire smartphone industry 80, and the commercial level of the Andrid system is far from the IS system high;
In fact, such controversy is meaningless. Open and closed. In essence, it is still the science and technology giant to serve their own interests.
Because AR was beaten by Intel, he couldn't even recognize his mother, and had to move towards the development of development. It took 30 years to this point to this point; because Google lost the opportunity of the mobile era, and then opened the Android directly.
, Are all strategies that have to be done.
But for Li Feng, because the opening of next year, in fact, Feng Rui has embarked on the road of "openness".
However, for Li Feng, "openness" is open, but to what extent to be developed, is this a problem?
Chapter completed!