"Since no one is talking, I'm going to start by talking about some of my own opinions."
As the helmsman of Atlantic Business Machines Company, Yu Chengde is able to control this astonishingly large multinational company very well. He has mastered this through experience over the years. He said calmly:
"Taiwan-funded manufacturers have their unique advantages. The industry has formed a cluster effect, and manufacturers are clustered together. With the full technology and capital output of American, Japanese and European companies, the industrial technology level is quite high and the background is profound. This is their advantage.
The disadvantages are also obvious.
That is, the two ends of the industry are outside, and the island cannot digest a huge amount of products. More than 90% of the products have to be sold to the world market, and the dependence is very strong.
This point is very prominent in the fields of chip production and LCD panels, and should be a fatal blow.
In view of this, we can carry out targeted attacks to seize the other party's customer base and force it to collapse under the principle of market competition."
Yu Chengde has been in charge of large multinational companies for many years. He has a sharp eye and is keenly aware of the other party's fatal weaknesses.
If you don't make a sound, that's enough. If you make a blockbuster, it will make a big difference.
There was a pause for a few seconds at the wine table, and then warm applause broke out.
"That's so good, Lao Yu, it's so obvious!"
"Compared to the fact that more than half of our consortium's products are digested internally, the ability of Taiwan-funded manufacturers to resist market risks is indeed weaker. This is a shortcoming that can be grasped."
"Yes, if they make a fuss about this, they will definitely jump in haste."
Wang Yaocheng nodded approvingly, raised his glass and said, "Chengde is such a good idea, it deserves two glasses of wine from me. Come on, let's do it."
"good……"
All the big guys cheered loudly, their eyes shining with eagerness.
Nowadays, all the big guys have extremely high status in the business world, and they are basically the leaders in their fields.
Money, power, and reputation are almost indispensable. What is lacking?
What he lacks is praise from the big boss, being able to show his face in front of his colleagues, and gaining more recognition within the consortium.
This is like courtiers flattering in front of the king, aunts and wives vying for favor in front of the master, and younger brothers working hard in front of the gang boss. It's the same thing.
Now that Yu Chengde has taken the lead, who will be next?
"Chairman, let me say a few words."
As a woman, Dong Mingzhu grabbed the second chance to speak without hesitation.
"Well, Miss Dong must have some good ideas, let us listen attentively."
Dong Mingzhu said seriously:
"Chairman, Huanghe Technology Group has also been considering how to defeat Taiwanese panel companies, and has done a lot of detailed and serious research for this purpose.
We found:
Fuso and mainland China are key sales markets for Taiwan-funded enterprises, and with the rapid rise of mainland electronics companies, they have increasingly become the largest customer base.
Whether it is a home appliance company or a computer manufacturer, many Taiwan-funded products are used.
Mainland application chips account for 40%, and LCD panels account for 62%, which is the vitality of Taiwanese manufacturers.
Even though Atlantic Jinko's products are of better quality and cheaper, they are still more willing to purchase Taiwanese LCD panels and application chips, always feeling that the ones from outside are better than those made in China.
Originally, I thought this was a misunderstanding.
After investigation, it was found that Taiwan-funded manufacturers can provide business leaders with conveniences such as overseas inspections, children studying abroad, and other conveniences.
There are still a lot of unexplained inside stories, and it is not just price and brand factors that play a role.
Now it seems that we should take serious measures to rectify it.”
Picking up the tea cup and taking a sip, Dong Mingzhu saw everyone's eyes staring at her, smiled slightly and continued:
"Among mainland computer manufacturers, Fantasy Group and Founder Group are the two major brand manufacturers, occupying the first and second domestic market shares by virtue of their price advantages.
Ranked third is the OPPO brand computer. As a high-end product in the market, its sales volume is far lower than that of its competitors when the country is not currently wealthy.
The computer products of the top two domestic manufacturers all use Intel X86 central processors, application chips and LCD screens from Taiwan-funded manufacturers, and products from our consortium are rarely used.
Therefore, I want to list them as key targets.
The price gap between domestic brand machines and assembled machines is about 2,000 yuan. This has resulted in more than half of domestic PCs being assembled machines, and the market is a mixed bag.
before coming
I once talked with Wu Xianjun, the boss of Shenzhen Shenzhou Computer Company, and he was preparing to launch a nationwide price war to seize more market share.
Wu Xianjun is very courageous and plans to reduce brand computer products to the bottom and completely block the assembled computer market.
In this regard, Wu Xianjun is very insightful:
Shenzhou Computer plans to launch a price storm, suppress the living space of assembly machines downwards, squeeze upwards the market share of computer brand manufacturers such as Fantasy and Fangyuan, and carve out a bloody path.
The only concern is that we hope to get our support, provide a large number of affordable chips and LCD screens, and defeat market competitors with small profits but quick turnover.
So I’m considering whether to fully support Shenzhou Computer and squeeze the other party’s market space.”
After listening to this, all the big bosses felt that what Dong Mingzhu said was reasonable and well-founded, and he also came up with practical operation methods and even had ready-made plans. They couldn't help but nod their heads in approval.
The most shocked person was Wang Yaocheng. He did not expect that Shenzhou Computer had appeared and connected with Dong Mingzhu.
Sure enough, no one can succeed casually.
As a brand manufacturer in the field of personal computers, Shenzhou Computer is one of the sharpest price killers.
in the original historical time and space
With this fierceness, he carved his way out, occupied a place among brand computer manufacturers, and developed quite steadily.
now
With the support of the Wang Consortium, it is really exciting to see how far Shenzhou Computer can go!
"Okay, very good. This is a very complete plan and extremely feasible."
Wang Yaocheng raised his glass again and said approvingly: "Miss Dong, I also toast you two glasses and authorize you to immediately discuss cooperation with Shenzhou Computer. We will fully support Shenzhou Computer's plan and block the source of sales of the other party's products."
"Chairman, I respect you!"
"Hahaha... cheers!"
at the banquet
The emotions of the big bosses were aroused, and with your suggestions and suggestions, a complete set of action plans was quickly formed, which was very feasible.
Regarding the two fields of LCD display and chip production, we follow the policy of cutting off one finger rather than hurting ten of them, combined with the fact that the Taiwan-owned Ruijie factory was the first to go bankrupt.
It can be judged:
The chip production field of Taiwan-funded manufacturers is even more difficult, and a domino effect may form and become the key to breaking the situation.
The chip production sector should be targeted with a key attack, to promote its collapse and to be the first to raise the flag and surrender.
As for the field of LCD panel production, there will be a temporary incidental attack. If you can make a profit, you can make a profit, but if you can't, forget it.
There are four options:
One: Support Shenzhou Computer's comprehensive price reduction measures. At the same time, Dell brand computers under Yangtze River Technology Group have also joined the price reduction battle, comprehensively attacking Fantasy and Fangyuan Group in the field of mid-to-low-end personal computers, and curbing the chip sales market of Taiwan-funded enterprises from the source.
2: Panda Electronics, a subsidiary of Huanghe Technology Group, took the lead in starting a war in the field of home appliances, implementing large price cuts for LCD TVs, cracking down on domestic manufacturers that use Taiwan-funded LCD screens and application chips, and opening up a second battlefield.
Third, in response to TSMC's attempt to acquire Lianrui, Hynix will announce a huge investment of US$8 billion in the second phase of the Malaysian Industrial Park to build three eight-inch wafer production lines, and the third phase of the project has entered the preparatory stage.
Atlantic Jinko is expected to invest US$40 billion in the next three years to increase chip production capacity and build a world-leading comprehensive chip manufacturer.
As soon as this news comes out, it will definitely put new psychological pressure on the world chip market.
As market supply increases and more people share the pie, prices will inevitably fall.
As this market impact spreads, institutions that continue to invest heavily in chip production may face painful choices.
Four: Choose the opportunity to announce:
Atlantic Jinko has conquered the world's leading 90-nanometer advanced process technology and invested heavily in the research and development of 65-nanometer cutting-edge technology. It has achieved breakthrough results in many fields and has a bright future.
This news may be the last straw for the opponent, causing it to fall into despair.
In today's world, electronic technology has made explosive breakthroughs, and it has undergone one generation change in just one and a half years. It is so fast that it is simply dizzying.
Atlantic Jinko's 0.13 micron advanced process technology has been put into production for almost a year, and it has firmly occupied the leading position in the competition for advanced processes among world wafer manufacturers.
At present, there is no second company that can keep up with it. Atlantic Jinko has earned huge profits and can support its continued investment in research and development.
This is the true meaning of winner-take-all, with the market leader taking 70% of the profits and other companies sharing the rest.
now
Atlantic Jinko achieved a leap from micron to nanometer level and once again achieved a technological breakthrough.
The gap with other wafer manufacturers is getting wider and wider, how can it not make people feel despair?
The scientific and technological strength of Europe and the United States is very strong and has a solid foundation.
However, there is no major investment in this segment, and naturally there is no cutting-edge technology that can be transferred to Taiwanese manufacturers.
Everything depends on yourself.
After counting, only Samsung, Intel and TSMC can compete head-on with Atlantic Jinko.
However, life is not easy for everyone.
Due to serious losses in the chip production field, Intel is undergoing an overall transformation from a hardware manufacturer to a software solution provider.
Coupled with the serious bureaucracy of large enterprises, the research and development progress in the field of advanced processes is seriously lagging behind, and there is basically no hope.
As for other US-owned manufacturers such as Texas Instruments and Micron, they have not shown a strong desire to compete and have been lagging behind in their actions.
Samsung and TSMC are in dire straits. Under the heavy pressure of Atlantic Jinko, life has been particularly difficult in recent years.