Global Monopoly of Technology

Luo Sheng came to the R\u0026D department of Lens Semiconductor. In addition, Xu Zhijun, the head of the company, was also there. He brought Luo Sheng to the R\u0026D department of Lh06xx server chip. This is the internal R\u0026D code of Lens Semiconductor. The two entered in professional work clothes. Inside the laboratory.

The engineers in the lab are all immersed in their own work, Xu Zhijun said: "Compared to mobile phone SoCs, the difficulty and threshold of making server chips are much higher, and we are still doing chips with non-x86 architecture. In today's server market, the x86 architecture processor market accounts for more than 90%, and it is easier said than done to tear a piece of meat from Intel in such a stable ecosystem."

Speaking of which, Xu Zhijun couldn't help but let out a long sigh. The x86 architecture is almost unshakable. It takes great courage and determination to challenge such a hegemon.

On the other hand, Luo Sheng was quite optimistic and said with a smile: "It's not just us, x86 has been around for a long time, and there are also a number of Arm-based manufacturers in foreign countries that are trying to change this situation that makes many server applications feel helpless, because they are rarely used anywhere in the x86 system. Bargaining power.”

It is worth mentioning that the Lh06xx R\u0026D code within Lens Semiconductor is a server chip based on the Arm architecture, which is the second-generation server chip developed by Lens Semiconductor.

Another R\u0026D department of Lens Semiconductor is also vigorously developing and researching its own underlying instruction set architecture. Not only that, the engineers of the Cote d'Azur laboratory are also working together. After the Cell chip was seen, 127 people were assigned to lend it to the engineers. Wah Wei, most of them are the disciples that Luo Sheng taught during the [planning project]. This is an important part of the spare tire. After all, the Arm architecture is something of Europeans and Americans.

Now not only the server chips of Huawei are based on the Arm architecture, but the "Blue Core L" series of Azure mobile phone processors of the Côte d'Azur are also based on the Arm architecture.

However, the self-developed low-level instruction set architecture still has a long way to go before it can replace the application stage of the Arm architecture. It is a great success for Huawei server chips to get rid of the Arm architecture in the fifth generation.

That is to say, the third and fourth generations have to continue to use the Arm architecture.

Hua Wei’s ability to spend money in scientific research is actually no less vague than that of the Côte d’Azur. Hua Wei’s total sales last year reached 32.5 billion US dollars, but the R\u0026D investment accounted for more than 30%, reaching an astonishing 10.075 billion US dollars. It ranks seventh in the world ranking after the Côte d'Azur ($39.19 billion) and Bluestar Technology ($12.1 billion).

It is precisely because of the courage to invest in R\u0026D investment that the profit is not as good as that of Côte d'Azur, let alone that of Bluestar Technology, so Hua Wei's net profit last year was only 10.6 billion yuan.

But even so, Hua Wei still felt that the R\u0026D investment was far from enough.

Otherwise, it would not have been so eager to establish a joint venture with Luo Sheng again, and established an independent brand Honor mobile phone to expand new revenue growth points.

Short of money!

Huawei's R\u0026D investment is mainly on the research and development of communication baseband, and the server project, which was originally an edge business, did not receive much R\u0026D budget. , allowing Wahwei's server business to have sufficient revenue to support the positive cycle of R\u0026D investment.

Xu Zhijun said with a smile: "Huawei has also made great progress in the research and development of Arm server chips in the past five years. Detours are inevitable, and the first-generation chips launched are obviously not satisfactory. It is such a garbage product. Without hesitation, I gave Wah Wei a huge order for the seven data centers of the server, otherwise the server business sector may be half-dead now, without you giving the order to people, how could there be such a satisfactory rate of progress today."

This is the result of mutual fulfillment. Huawei's first-generation servers are really bad, expensive and not as good as IBM's products, but Luo Sheng still insists on the full support of Bluestar Technology. It can be said that Huawei's server business is the only customer now. It is Bluestar Technology.

However, just one customer can top dozens of other large customer groups, and Bluestar Technology is simply a super large customer.

To a certain extent, Bluestar Technology is constantly giving blood to the Wahwei server business group. Luo Sheng has to force it up and even completely replace IBM in North America.

And Wah Wei's server department did not disappoint Luo Sheng. He received orders from him, and the returned funds did not hesitate to pour into the research and development of new-generation products, gradually forming a virtuous positive cycle, which is obvious to all in the past five years. , the latest generation of products is a leap forward compared to the previous generation.

This journey has come through bumps and bumps. Huawei's server department has accumulated five years of R\u0026D and market experience. It has passed the novice stage and gradually entered the fast lane of rapid growth.

After wandering around the laboratory for a few laps, the two also came out and sat down in the lounge of the R\u0026D department to continue chatting.

Luo Sheng said: "The Lh06xx version of the chip uses a high-K45 nanometer process. The second super factory of Xiongxin Electronics in Pengcheng is expected to complete the establishment of the production line in the first quarter of next year, and orders can be received here without losing the chain. produced."

Xu Zhijun nodded affirmatively: "You have to worry about this, I can guarantee that there will be no problem. Now we have started to discuss the naming issue of the official release of the second-generation server chip. When it comes to this, what advice do you have for Mr. Luo? "

Lh06xx is just an internal R\u0026D code, and its final version is Lh0611.

Luo Sheng has been laying out the entire domestic semiconductor industry chain since the beginning. Now, as long as it is not the most high-end product, most of the production environment can be realized in the mainland supply chain, and it is still being improved.

Hearing this, Luo Sheng thought for a while and said, "At Bluestar Technology, we plan to build four subsea data centers from 2012 to 2015, one per year, namely the Bohai Rim Economic Belt, the Yangtze River Delta Economic Belt, the Pearl River Delta Economic Belt, and the Pearl River Delta Economic Belt. The triangular economic belt and the Qinghai Lake in the western part of the country will sink a building, and if the Qinghai Lake data center is put down, it will be able to meet the needs of the western region for at least five to eight years. This is still an internal plan that has not been announced to the outside world.”

The lifespan of a subsea data center is designed to be a five-year cycle.

Xu Zhijun said in surprise: "What? Isn't this underwater data center project you are working on a secret project that was launched two years ago? It is ready for commercial use so soon? That's not what you said in an interview with the media before. ."

Lao Xu was really surprised. This R\u0026D output capability shocked his heart. This was something that no one had ever done before.

Luo Sheng said with a smile: "The original plan was to commercialize it in 2014 or 2015, but a talented college student who is still studying for a Ph.D. at the University of Science and Technology has solved several key core technical pain points in half a year since the beginning of this year, which greatly advanced the plan. ."

Xu Zhijun's eyes lit up, and he subconsciously said, "Oh? The genius of the University of Science and Technology, what is it called?"

Luo Sheng glanced at him lightly: "You don't have to give me the idea of ​​this person, he is already my person, just put it in the University of Science and Technology to raise it first. The other one who competed with me for financial resources, yes , that is, the people at Microsoft have knelt down and sang and conquered."

Xu Zhijun was stunned for a while, then he couldn't help laughing: "Haha, look at what you said, a gentleman loves talents but doesn't win people's love, but if you need to borrow it, you can't refuse, otherwise I can sue you. Breach of contract."

Luo Sheng couldn't help laughing and nodded silently.

After the two parties reached a strategic partnership in 2004, they have established an agreement to break through the barriers to talents, so to a certain extent, your talents are my talents.

Over the years, it has become a common thing to borrow people and transfer posts from each other. It is precisely because of this paper contract that the human resources of both parties have been greatly optimized, and the rewards are more efficient R\u0026D output capabilities and more savings. .

You must know that robbing people is very expensive. For example, if you rob someone with Google, you will give the other party five times the treatment.

Luo Sheng said, "How about the official release name is 'Kunpeng'?"

"Okay, I can still decide the naming rights." Xu Zhijun nodded very simply.

In fact, when Luo Sheng said that he would build four underwater data centers, he knew that the other party would say this name, because Bluestar Technology's underwater data center project was announced very early, and the name was "Kunpeng Project", and the second Generation servers must first be applied in underwater data centers, which is a perfect match.

Xu Zhijun continued: "It is no surprise that the 'Kunpeng' server will be launched early next year. Before and after the launch, we have been working on the ecological construction of the Arm server. In the face of the powerful x86 series ecosystem, it is absolutely impossible to get customer orders. Only one or two processor chips and two or three server products can be used, the penetration of industry organizations and platforms to participate in the construction, the coordination of related hardware and software, etc., are all very important, but also the most difficult to do.”

Luo Sheng nodded and said, "In fact, Arm-based server manufacturers still have something to rely on. That is, the market has this demand and needs to break the monopoly of the toothpaste factory."

Xu Zhijun smiled and said, "Sure enough, the heroes see the same thing."

Luo Sheng has made it clear that he wants to guarantee the order contract for the four large submarine data centers of the 'Kunpeng' server. As for whether or not to open up new business markets, that is the matter of the Huawei business group.

Bluestar Technology's orders can only be guaranteed to survive, but whether it can survive well depends on its own business capabilities.

However, Luo Sheng still had confidence in Hua Wei.

...

(Ps: emmm... The U.S. circuit breaker has happened three times in the history of the country, and the last circuit breaker event dates back to March 9, 2020. On that day, I became one of the witnesses of history, and I have an extremely deep memory so far. It feels like it happened just a few days ago... [manually funny])

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