388. This time it's true

It was not Bomi's turn to buy things like lithography machines, because Bomi does not produce chips themselves, but just does chip designs.

There are also TSMC and SMIC in the middle, which are the ones who make chips, and the lithography machine is just a tool for chip processing.

However, Cao Yang's consideration is very realistic. In the high-end chip market, there is no company that can produce sufficient quantity of Kirin chips for them.

Domestic chip manufacturers do not have enough advanced lithography machines, which makes people feel the power of chips.

Lithography machines are equivalent to giants in the micro field. The research difficulty is even more difficult than the two bombs. Related domestic research started later and it takes time to accumulate to catch up.

And this time will be very long.

But this life is better than that—

Due to the influence of the butterfly effect and Cao Yang fanned the flames and repeatedly sought the state to support related industries, the big fund that the country should have established in 12 years has now been ahead of schedule. In the future, Bomi Company earns enough money to allow the national big fund to eat and drink enough, and raise many excellent semiconductor industries.

Especially in the fields of deep ultraviolet and extreme ultraviolet rays, research has been moved into the laboratory by Qinghai University. If this research goes well, maybe the country can make certain breakthroughs before ASMA makes a sufficiently stable extreme ultraviolet light source.

I believe that without spending so long in my previous life, domestic lithography machine technology will gradually catch up. Before 2020, there is still a lot of hope to see domestic EUV lithography machines appear.

After listening to Cao Yang's explanation, Liu Zhiping could probably understand his worries.

But he does not think that the US Congress has made restrictions on the entire smartphone industry by restricting ASMA from exporting lithography machines to China.

Or restriction is imposed on Bomi.

Cao Yang could only try his best to make things bigger, and he couldn't tell him that I came from the future, so it's absolutely right to listen to me.

Liu Zhiping thought about it for a while and probably understood Cao Yang's concerns and said he would try his best.

"The time is good now. Ome is facing a global financial crisis. It is too late to rescue the market. Most of them will agree to our investment in Asmay," said Liu Zhiping. "It is estimated that it is difficult to obtain lithography machine technology. I think Ome attaches great importance to semiconductor-related technologies, but after investing in Asmay, we have the right to buy the lithography machine they produce, and this should not be done."

"Well," Cao Yang said with a smile, "this is enough."

And we have to deal with this before the United States interferes, and then when Asmay can produce EUV lithography machines in 2012, the whole two will be put back.

An EUV lithography is about $100 million, which is really not worth mentioning for Bomi. Bomi is rich and not short of money now, and even more short of money in the future.

Although Asmay had high-end lithography machine technology in his previous life, his financial situation has not been very ideal. The main reason is that although this product is very scarce, it can only be used by a small number of companies, and the market is very small.

The R&D investment is more, and it is normal to spend hundreds of millions of dollars a year and more than one billion dollars in research and development. A machine must be sold for more than 100 million dollars to make money.

So by 2012, Asmay launched a financing plan to the world, taking out 25% of its shares, and finally divided it up by Samsung, TSMC and Intel.

Among them, Intel took the fastest move. On the one hand, the relevant American departments felt that lithography machines are of great strategic significance, and on the other hand, Intel itself also needs them, so Intel took the lead and purchased 15% of the shares. It was Samsung and TSMC's turn to buy the remaining 10%.

This time, Bomi Company took action in advance and also rushed to the global financial crisis. Taking advantage of the time when relevant American departments had no time to take care of and the many companies below could not get out of here, it should be no big problem to buy Asmay's shares.

Generally speaking, no one is willing to buy such a company's shares. Only those who really need lithography machines in the industry will invest in it, so competitors are relatively limited.

If you can get it, your worries can be solved at least within the next 10 years. The remaining problem is that you hope that domestic lithography machines can catch up during this period.

...

Liu Zhiping recorded what Cao Yang said.

This time, Boss Cao said it very seriously, and his request was-

At all costs.

This shows that Boss Cao really attaches great importance to chip issues.

As the head of the strategic investment department, Liu Zhiping must take it seriously. He added a line of notes to the back of the notebook:

【First important: At all costs】

It is probably not realistic to swallow it all, after all, Omi still attaches great importance to lithography machine technology.

However, according to the current market value of Asmay, it is estimated that it is only a few billion US dollars, not even this number. If they want to invest, they will definitely buy a lot of shares if they spend about one billion US dollars.

After the two discussed for a while, their future strategic plans gradually became clear.

Bomi has taken many steps along the game, and now it has an absolute advantage in the field of smartphones, and uses this as the starting point to radiate to related technology industries.

It seems like a big network is spread out, extending to all areas of the Internet industry, and even related hardware platforms have Bomi's strongholds.

According to Liu Zhiping's analysis, this general direction should be correct.

On the one hand, the prospects of these technology companies are relatively good. Although some stocks have declined due to the current financial crisis, the high-tech industry has always been the future of the country and will basically not lose money.

On the other hand, investing in these companies and extending their tentacles is equivalent to paving the way for Bomi Company's existing industries and building an ecological network.

No matter how you look at it, it is very beneficial.

As for the traditional industry, the unification reached by Cao Yang and Liu Zhiping is not to touch it now.

...

"By the way, there is another thing." Cao Yang smiled and said mysteriously, "I want to be my own laptop."

"Ha?" Liu Zhiping was shocked.

What?

He even doubted whether his ears were wrong. Is it true that Boss Cao said he wanted to make Bomi's own laptop?!

This plan is not in the prospectus for listing before, and he always thought that Boss Cao made a harsh word that he wanted to do Lenovo was just a gimmick.

Facts have proved that Cao Yang is indeed good at marketing and hype. Since he said that he would surpass Lenovo in revenue in the next three years, domestic media have often tied the two companies together for consumption.

I thought it was a joke, but I didn't expect that this time it was Boss Cao who came to the real thing.

"We really want to do association?" Liu Zhiping asked carefully. Although he had known that Boss Cao's imagination was amazing and many irrelevant and imaginative ideas often emerged in his mind, this time it was indeed a bit unexpected.

"What do you think?" Cao Yang asked with a smile.

Liu Zhiping stopped talking.

He frowned and thought quietly.

Now the domestic laptop business is basically monopolized by Lenovo, or there are almost no products that domestic brands can produce except Lenovo.

After Lenovo acquired IBM's notebook business, it focused on making high-end notebooks.

In terms of low-end brands, there is also a Shenzhou Computer.

The lack of competitors in China does not mean that there is no room for exploration in this market. With Bomi's current influence and technological accumulation, it actually has a lot of advantages.

From this perspective, there is a vaguely strong market waiting for them.

Liu Zhiping's mind seemed to have the best-selling scene of Bomi notebooks in the future.

"I think it's OK." Liu Zhiping laughed, "We are now able to make notebooks and at the same time lower the price, that is, to compete with Lenovo for the market through small profits but quick turnover.

As long as you make the price-performance ratio, there should be no big problem."

...

Hearing Liu Zhiping's words, Cao Yang smiled with relief, "Yes, that's it. I don't really want to compete with Lenovo for some fame or gimmicks."

The main reason is that I think there is a market in China, and the market size is not small, so with our strength, we can completely eat it."

The reason why Cao Yang dared to fight this battle is actually very sure.

First of all, from a technical perspective, Lenovo is a sales-oriented company with weak R&D capabilities. Since Ni Guangnan left, Lenovo's focus has been on how to market.

Yang Yuanqing, CEO of Lenovo in his previous life, can still say it-

There is no need for Lenovo to develop its own operating system.

Yang Yuanqing said: Believe that globalization is an inevitable trend. A company does not need to do everything, so Lenovo does not intend to make operating systems and chips. It will do its own role and cooperate with trusted partners to provide users with the best products.

From an economics perspective, any company has its own comparative advantages. For Lenovo, technology investment is a very large cost and long-term thing.

So from the perspective of company profitability, Yang Yuanqing was right. Since Lenovo is a global international enterprise with many partners, they only need to do the final integration work, and the notebook can be completely relied on the supply chain of allies.

This is also Lenovo's company culture.

One word: stable.

Two words: Make money.

In fact, Lenovo has always had a common problem with senior executives, that is, they dare not innovate or take risks.

As a senior, this is also an excusable thing.

Think about it, according to Lenovo's current sales price, they could make more than 2,000 yuan in profits per computer. If the reform is really implemented and the price is suppressed but the sales volume does not increase, wouldn't that mean a loss?

In this case, few leaders dare to take risks to innovate, so Lenovo is drawing big pie or launching some irrelevant new technologies at every new product launch conference.

...

Lenovo did not choose Ni Guangnan's plan to go to the hot-fire chip industry. Now if you want to start a new business, although there will be some latecomer advantages, it is impossible for technology accumulation to be truly achieved in a short period of time.

So for Lenovo now, choosing a track with its comparative advantages is undoubtedly in line with the direction of the company's development, so Lenovo only needs to do a good job in marketing. If its technical strength is not good, it will still lag behind Bomi.

Although Bomi has never done a laptop business, he has accumulated a lot of hardware experience in the process of making smartphones. Bomi also has its own chip design and operating system, which are unprecedented advantages Lenovo has.

Although the operating system of a smartphone is different from that of a computer, it at least shows that Bomi has the ability to develop an operating system.

This time, Cao Yang hopes to build an operating system that takes into account both computers and mobile phones.

...
To be continued...