Chapter 1586 [The chip industry has historically become the largest export category]
But at this moment, Tian Jiayi couldn’t help but smile: “After the news broke and the public opinion fermented, the local drone consumers of Bei Magnesium were very angry, and they all hoped that DJI Kunpeng drones would come back. Even the mainstream media of Bei Magnesium also helped.
I express my hope that DJI Kunpeng can return to the Beijing magnesium market, which is quite magical."
Everyone who saw Ah Mei's scene felt it was extremely magical and sophisticated.
The news was transmitted back to China. Domestic netizens were surprised to see that the mainstream media in Ah Mei were begging DJI Kunpeng to come back. But most of them were secretly happy. Many netizens were
He said he still wanted to see Ah Mei’s unruly look before.
At this time, Fang Hong said calmly: "What is magic or not? If multiple departments had not notified the export control of drone products the day before yesterday, how could Magnesium Media have such an attitude?"
This notice on seamlessly linking export controls not only covers complete machines, but also related parts.
For those local drone brands in Amei, even if the sky is not falling, they are still anxious. Where can I buy goods if you take care of it? If I can’t buy my drones, what will happen to me?
Assemble it and sell it!
In fact, this is only one of the reasons. Another important reason is that there are huge differences in the internal attitudes towards the drone products of DJI and Kunpeng.
Some people want to be completely blacklisted to the end, but some people are strongly opposed to it.
Previously, Ah Mei's Shenyi Institute wanted to completely ban DJI and Kunpeng's drones, but it encountered strong opposition from more than 6,000 powerful institutions in Beijing.
That's right, there are really so many organizations, large and small.
90% of the drones used by Bei Magnesium Law Enforcement Agency are products from Dongda University, mainly products from DJI and Kunpeng. There are simply no better substitutes.
Without the support of these products, local law enforcement efficiency will drop significantly and law enforcement costs will rise significantly.
If there was a second option, Ah Mei would not give DJI and Kunpeng the green light again at this time.
This is hard power.
It is also determined by the scale of industrial production in the large eastern countries. The large scale brings extremely low marginal costs. For example, the production costs of DJI drone products, which are mainly targeted at the civilian market, can be reduced to very low costs through layer-by-layer reduction.
In the early days, some organizations carefully researched the overall structural cost of DJI drones and disassembled them. They found that the comprehensive cost of a small drone selling for $150 in Xiaobenzi was only 15%, which really surprised them.
If we apply it to the R&D and manufacturing of local companies in Xiaoli, then the price of just manufacturing some of the parts is already more than twice that of DJI products with the same functions.
If other costs such as labor are added, the price of a Nissan drone with the same functions as a DJI drone will be about 6 times that of DJI once the genuine product is released on the market.
Under this situation, products with the same functions and DJI drones are not competitive at all in the market. For normal consumers, two products with the same functions but a price difference of more than 5 times will definitely be the go-to products.
Buy cheap and vote with your feet.
No matter in terms of price or other aspects, DJI drones cannot be surpassed by similar competing products from other countries at present, including in the future.
Now even if the export price has increased by 25%, it still has unparalleled competitiveness and there is still a lot of room for price increase. Even if the price increases by another 25% on the basis of the 25% price increase, it will still have huge competitiveness, let alone
It is said that due to the black swan impact, global production capacity has been cut off except for the big eastern countries.
For DJI, there is only one competitor in its eyes, and that is Kunpeng Technology, which is also a member of the Galaxy Group.
It is worth mentioning that Kunpeng Technology is not as well-known in the world as DJI, which is normal because DJI focuses on the civilian market and targets mass consumption, and currently sells much more drones than Kunpeng Technology.
Kunpeng Technology focuses on the military market, and its customer base is not individual consumers.
However, Kunpeng Technology's profits are even higher than DJI's, because the premium rate for military products is often ten times higher. This is not a multiple difference, but an order of magnitude price difference.
Of course, this is the export and foreign trade version. In fact, there is no profit from domestic military procurement, not even more than 5 percentage points.
Excluding the 20% civilian market share, in the military market, more than 90% of Kunpeng Technology's profits are supported by the export of foreign trade products.
This can also explain why the market value of Kunpeng Technology is higher than that of DJI, and the space for future imagination is still huge. Now all countries are beginning to pay more and more attention to the role of drones on the battlefield, but many countries have not yet installed many drones.
, meaning that the demand side has not yet been fully opened.
If there is another large-scale war, such drones will be quickly consumed as battlefield consumables, and the demand will skyrocket. The current dispute between Xiaofa and Blue Fox International in West Africa is a good example.
.
The current global situation is actually not optimistic, which also gives Kunpeng Technology a higher market value expectation. It is not surprising that the market value is higher than DJI Technology.
At the end, Tian Jiayi took out another material document report and handed it to Fang Hong and said: "There is also good news to cheer people up. This is the export data of integrated circuit chips from January to May this year. In the first five months, my country’s total chip exports were 522.755 billion yuan, a year-on-year increase of 69.8%. Chips have become my country’s largest export category, surpassing automobiles, mobile phones, and labor-intensive products.”
Fang Hong immediately took over the materials and browsed them. At the same time, he nodded with great satisfaction and said: "Not bad, not bad, really good. If you add more points together, it will finally explode into full bloom. Not bad."
Tian Jiayi smiled and said: "Chip exports have become the largest category, and the export share of the chip industry has also ranked first in the world. This is indeed unexpected, but it is also reasonable. Data shows that the share of chip exports has increased significantly. , mainly including new energy vehicles, a sharp surge in demand for military and civilian drones, and photovoltaics, etc., all of which require the use of chips, and these categories are precisely my country's areas of advantage."
What is certain is that the field of chips has ushered in a historic turning point.
Starting in 2018, the process of domestically produced chips has actually been on par with the world's most advanced levels. In 2019, it began to maintain a slight lead, and now it has further expanded its advantage.
In other words, the shortcomings of high-end chips have been made up, and the current process node has moved towards 5 nanometers, while Magnesium Western is still at the 8 nanometer node.
The vast majority of chips used in the global market are actually manufactured with processes above 14 nanometers. Only high-end consumer electronics, such as high-end smartphones, use chips below 14 nanometers.
However, the market size of high-end chips is actually relatively small. The real bulk is mid-range and mid-low-end market chips, such as home appliances, photovoltaics, automobiles, photovoltaics, etc., which do not require the same manufacturing process as smartphones.
At present, domestic production of chips made with processes above 14 nanometers ranks first in the world, sales number one in the world, and exports number one in the world.
Fang Hong put the materials aside, feeling quite comfortable, and said with a smile: "In the second half of this year, our domestic chips will probably have unexpected breakthroughs in the 5-nanometer process."
So many years, so much investment.
Now we have finally officially achieved a comprehensive technological breakthrough in the chip industry, achieving a historic leap from falling behind to catching up, and then overtaking the lead. The industrial crown that the West is most proud of has also been taken off. How can we not be disappointed?
