I Am the President of the University

Vol 4 Chapter 643: The dilemma of Qualcomm and Intel

The latest website: the world's top three ic design companies: Qualcomm (), Broadcom (), NVIDIA (nvidia).

In the past chip market, Qualcomm chips have always monopolized the high-end mobile phone market.

It's just that Qualcomm's life is not as glamorous as it appears on the surface. The world's top three mobile phone manufacturers, Samsung, Huaxing, and Apple, all have self-developed chips and have put them in use.

The Chinese market has always paid attention to Qualcomm. Although Huaxing has its own Kirin chips, it will also purchase some Qualcomm Snapdragon chips.

Although the revenue of the chip has been declining year by year, life can still be passed on, but the emergence of the optical core directly set the table for him.

An Meng's face was full of irritability, and he couldn't figure out how to break the game.

As a chip design giant, he knows the performance of Optical Core better than anyone else.

"Why the optical core was developed? This is unreasonable!" An Meng thought for a long time but couldn't understand it.

With the current level of technology, photonic technology is clearly still in development. Technologies such as optical computing, optical storage, and optical computing are all in their infancy.

There may be gaps among the major scientific research institutes in the world, but they are not very different.

The Chinese university named Guanghua actually developed the optical core. According to this calculation, the other party's technology in the field of photonics may already be the world's first level.

And the number one here is the sum of the second to tenth in the world.

"Fak! Fak!"

An Meng became more and more annoyed and couldn't help but explode.

"Do you want to abandon the high-end chip market?" An Meng said depressed.

Qualcomm's main business is divided into three parts: qct (mainly Snapdragon series soc), qtl (technical licensing) and qsi (strategic investment).

For example, revenue in 2017 was approximately 23 billion U.S. dollars, of which qct business revenue was 16.5 billion U.S. dollars, accounting for 72% of total revenue, and the pre-tax net interest rate was only 17%.

In the past three years, the ratio of qct business to revenue has been declining year by year, and qtl has risen. Maybe it seems healthier?

But the truth is worse!

That's because Qualcomm's position in the chip market is not as good as it used to be.

Optical core can be described as an atomic bomb level weapon. Whether it is their Qualcomm Snapdragon or Huaxing Kirin chip, Samsung's exyons chip and Apple a-series chips, all have to play gg.

Just looking at the current situation, Guanghua should be positioned as a flagship mobile phone chip. \\b

If Qualcomm changes its positioning from high-end chips to low-end chips, it may still survive.

But the loss of the high-end chip market means that it has lost its core competitiveness and may be eliminated at any time.

Naturally, the huge Qualcomm will not only have a chip business. After so many years of development, it has long been derived into wearable devices, mobile computing, xr, automobiles, the Internet of Things, smart homes, smart cities and other fields.

But if they lose the high-end chip market, Qualcomm will also fall from its status as a mobile phone chip giant.

But it was an "ordinary" university in China that pulled them off the altar.

"It's really unwilling..."

Anmeng looked in a trance.

In 1996, Anmeng joined Qualcomm as an engineer.

On January 4, 2018, Anmeng became the president of Qualcomm.

On June 30, 2021, Anmeng became the company's CEO, which is also the fourth CEO in Qualcomm's history. \\b

A Brazilian guy who came to his current position as an engineer is luck and strength.

But who would have thought that Qualcomm, the 36-year-old chip design giant, will be defeated not by peers Broadcom and Nvidia, nor by mobile phone manufacturers Apple, Samsung, or Huaxing, but by Guanghua University from China.

Extremely absurd.

\\b……

The same trouble as Anmeng is Intel's CEO Robert Swan.

It's 12 o'clock in the capital, but it's 8 o'clock in the evening in California.

Swann, who used to work out at home, is still stuck in the company laboratory at the moment.

"Dr. Philip, stop your analysis. This is not the academic report conference room, but the Intel laboratory, ok?"

Swan suppressed the anger in his heart, and asked as calmly as possible: "I just want to know if the other party will get involved in the field of computer processors!"

"Just tell me the answer!"

Dr. Philip pondered for a while, and he didn't notice that his boss was on the verge of madness. He even said with some admiration: "The data we have is not enough to prove whether the optical core adopts the arm architecture. Normally, the mobile phone The chips all use a simplified instruction set, which cannot be a complex instruction set in the mobile phone.\\b"

"If the other party adopts the arm architecture, it must be licensed by the British company.\\b"

"However, the optical core uses optoelectronic computing, even if it is an arm architecture, the performance is enough to undertake computer computing, and even the performance is far better than our Intel chip."

Philip's tone made Swann very dissatisfied, and he couldn't help but scolded: "Dr. Philip, you are an employee of Intel, you are Intel's chief scientist, not their Guanghua University professor!"

"Oh God, thank you for your kind reminder."

Philip shrugged and muttered, "If they want, maybe I can become a professor at Guanghua University. I heard that Ludao has the same climate as Hawaii, and it may be a good retirement city."

"Huh? I don't know if the food there can adapt to it. If it's too spicy, my stomach will protest..."

Intel’s chief scientist is naturally a big man in the industry. Intel dared to kick him, and he could find his next home at any time. Swann’s face is worth looking at.

Philip: I kicked me if I had the ability, just to take a pen of compensation and go to Ludao for retirement.

Swann naturally wouldn't do such a stupid thing, his face turned pale with anger, but he could only suppress the idea of ​​strangling the old man in front of him.

"\\B I will ask you Dr. Philip in the laboratory. I have to leave beforehand."

With a polite smirk, Swan hurried away.

He has to contact the British company quickly to see if Guanghua University has obtained the authorization of the arm structure, if so, it would be bad.

If not, it may be worse.

In less than half an hour, Swann finally contacted the British company.

It's just that the answer is unexpected.

Swan exclaimed directly in the car.

"What? Haven't obtained your company's patent authorization?"

"Don't you guys know? Okay, thank you."

The British company is also very depressed. After the optical core made the news, they have been paying attention and thinking about collecting a patent license fee from that Chinese university.

Whether it is an American chip company or a Chinese chip company, they don't care. The more chips you make, the more patent fees they charge.

Only after waiting for more than half a year, the other party did not contact them at all.

Don't they use arm architecture?

How can mobile phone chips not use arm architecture?

This is impossible!

Swan's head is "buzzing", Optical Core does not use the arm architecture, and obviously it is impossible to use the x86 architecture. What is the situation?

"It can't be a full-trust structure...?" Swann murmured ~www.wuxiahere.com~ and then shook his head suddenly.

"No, this is impossible! How can there be other architectures, this is unrealistic!"

Swann began to worry about gains and losses again. He didn't know if the architecture used by the other party would allow Optical Core to also get involved in the field of computer chips.

If Intel completely loses its computer chip business, it will end up worse than Qualcomm, shrinking by two-thirds.

A generation of computer chip giants has since fallen.

There is no other way, he can only hope that the other party will not enter the computer chip market.

"God, please bless your devout believers..."

(About 11 o'clock in the next chapter)

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