Chapter 429 The bloody electronic semiconductor industry
in the office
Wang Yaocheng put down the pen in his hand, picked up the jade toy on the table, rubbed it, and stared out the window in a daze.
a long time
He smiled freely;
The career has not yet been successful, comrades still need to work hard!
The Samsung Group, which is suffering from a serious problem, is still alive and well. Its pillar electronics and semiconductor industry layout has just begun, and it is only half a step ahead of its competitors in certain segments.
Talking too much about enjoying life at this time, letting your horse go to Nanshan is tantamount to abandoning your martial arts!
Thinking of this, Wang Yaocheng became alarmed and a layer of white sweat broke out on his back.
When did my will become so unstable?
Could it be that Xiaoli hit the mark on my deepest desire and resonated with me?
this……
Wang Yaocheng looked at the door with complicated eyes. In that direction, separated by two walls, was where the personal secretary handled official duties, and where Xiaoli and her companions worked.
A light word.
It has seriously affected my mentality. Xiaoli actually has this ability. She can no longer work here and must be transferred from this position.
and,
Are you going to send someone to investigate who Xiaoli has been in contact with recently?
Is there any unusual behavior? Is someone planning it specifically?
Wang Yaocheng doesn't believe in coincidences. He prefers to think more complicated and darker. Under the gorgeous and shiny surface, this world has an ugly side that ordinary people can't imagine.
Put aside some distracting thoughts
Wang Yaocheng reached out and pulled out the latest industry survey report from the Hong Kong Guanfengyun International Research Center and studied it carefully.
In the two key production areas of semiconductor chips and LCD panels, the consortium finally achieved breakthrough progress through targeted and strong suppression measures.
Victory is hard won.
For more than five years since 1997, the persistent suppression policy has finally seen results.
For this reason, the consortium paid a huge economic price.
The results are significant;
Taiwan-funded manufacturers such as Lian Rui, UMC, Taiwan Crystal, and China Microchip have successively declared bankruptcy protection and entered bankruptcy and debt reorganization procedures. Small and medium-sized chip manufacturers in Europe and the United States have collapsed.
The world's semiconductor chip field is in turmoil and has entered a stage of reshuffling.
Originally, there were only more than 20 chip manufacturers left in the world. After this round of reshuffle, at least more than half of them have fallen, entering the era of real industry oligarchy.
According to the latest report from Guanfengyun Research Center;
The summer of 2002 to 2003 was the reintegration stage of the world semiconductor chip market.
in Europe
European chip manufacturer Linear Technology is suffering from serious operating losses and is seeking merger negotiations with ADI. More than 70% of them may merge to form a large semiconductor chip manufacturer.
In addition, two European manufacturers, Infineon and STMicroelectronics, are also merging unsustainable small and medium-sized European manufacturers and launching cross-border mergers and acquisitions.
In the European market, it is possible that Infineon, STMicroelectronics, and ADI will eventually form a three-strong alliance.
in north america
The top four of Texas Instruments, Intel, Micron, and ON Semiconductor have emerged, and the big fish are eating the small fish to consolidate the market chaos to form stronger market competitiveness.
in Asia
Led by Atlantic Jinko, Samsung, TSMC, and Elpida, the top four are initially emerging. Strong companies will integrate small and medium-sized manufacturers to further develop their own power.
Hong Kong Guan Fengyun International Research Center predicts accordingly;
Under the general market environment, the semiconductor chip market will enter an oligopoly pattern.
Due to the extremely sensitive core role of the electronic semiconductor industry, there are government support and political, military, security and other factors behind it. As a bottom line for security, international forces must have their own semiconductor manufacturers.
No one can take advantage of anyone else. It is impossible for the European Union, North America, Japan, South Korea and other countries to allow the electronic semiconductor industry to be completely in the hands of others.
The world market will enter a relatively balanced and peaceful development stage, and continued use of price methods will not win the final victory.
For large markets such as the European Union, North America, Japan and South Korea;
Non-commercial factors such as market access, standards, patent authorization, and national security will influence the electronic semiconductor market structure and become the biggest obstacle to unification.
Everyone has a tacit understanding to operate the market together, raise prices, and seek huge profits.
The only person harmed is definitely the end consumer.
Therefore, Guanfengyun International Research Center recommends;
We must facilitate the chairman's trip to Taiwan as soon as possible, recruit integrated chip manufacturers to form a joint force, occupy more of the application chip market and chip foundry market, and seize the victory results.
As of May 2002,
Atlantic Jinko has become the world's top manufacturer in the field of DRAM memory chips, followed by Hynix.
The two accounted for 57.3% of the total market share, ahead of strong rivals Samsung, Elpida, Micron, Infineon and other companies.
at the same time
In the field of large-capacity DRAM memory chips, Atlantic Jinko is already one level ahead of its competitors, showing a trend where the strong get stronger.
In the field of flash memory, Atlantic Jinko's leading advantage is not obvious, and it is at about the same level as Samsung and Elpida.
The electronic semiconductor industry is widely used, and DRAM memory chips are just a single event, just like the swimming competition in the Olympic Games. Although it has a huge influence, it is only a single event after all.
Atlantic Jinko can be said to be the king in the field of DRAM memory chips, but it is still unable to dominate the entire Olympic Games.
Taiwan-funded manufacturers such as Lianrui, UMC, TSMC, and Chunghwa Microchip are all application chip product manufacturers in various small categories. They have their own unique technologies and are small but strong in a certain segment.
The acquisition of these Taiwan-funded manufacturers will help strengthen Atlantic Jinko's market position in the field of application chips, extend its products to more mid-to-low-end segments, and have a wider reach.
It should be noted that;
Taiwan-funded manufacturers can only touch the mid-to-low-end segment. The high-end application chip segment is the market for European, American and Japanese manufacturers. In this regard, Atlantic Jinko's scientific research strength is in the second echelon.
Research shows;
Due to the demand for a large number of new applications, the small-volume, diverse and higher-value industrial chip market grew strongly in 2002. The market grew by 17.8% in 2001, reaching a scale of US$17.9 billion.
In the pan-industrial chip field, rapidly growing applications include network equipment, wireless communications, commercial and military aircraft, LED lighting, digital tags, digital video surveillance, climate monitoring, smart meters, photovoltaic inverters and human-machine interface systems.
Additionally, various types of medical electronic devices such as hearing aids, endoscopes, and imaging systems also contribute to the growth of this market.
It is estimated that in 2002, the compound annual growth rate (CAGR) of industrial semiconductors will be 14.8%, showing a rapid growth trend.
The popularization of LED lighting, the digitization and industrial application of power electronics technology are having a huge impact, promoting social progress and changing everyone's life.
Noman Akhtar, an industrial semiconductor and sensor analyst at Guan Fengyun International Research Center in Hong Kong, said:
In the industrial semiconductor business, the wireless communications, general analog IC and optoelectronic semiconductor markets will perform very well in 2002. They are expected to have above-average high growth performance and may usher in a round of explosive growth.
From a realistic point of view
In the high-end segment of application chips, European and American semiconductor companies have an absolute advantage. This is a sensitive market area that Atlantic Jinko cannot touch for the time being.
Among them
Application chips including high-end industrial CNC, robot vision, military aerospace, aerospace measurement, advanced radar equipment, energy monitoring and management, etc. are all sensitive fields with high barriers.
In view of this, the research center recommends;
Select the rapidly growing fields of wireless communications, home appliances, office automation, medical equipment and factory automation as breakthrough points in the field of application chips, strengthen scientific and technological investment in relevant parties, and strive to form unique technological advantages with each point.
The consortium has a certain foundation in these technical fields. Through talent introduction and scientific and technological research, it can form a batch of internationally advanced intellectual property rights and drive the overall application chip field into the echelon of first-class European and American companies.
…
After a while
"Okay! This heavyweight analysis report is very informative, combined with the consortium's own advantages, and the selected breakthrough points are also very good."
After carefully studying the secret guide, Wang Yaocheng couldn't help but admire it. He had a new understanding of the important role of think tanks in the direction of the consortium's progress.
If one person is short-term, everyone will be wise!
The entire consortium cannot always cheat by relying on its own forward-thinking vision. It should gradually be brought into the scientific development track, and scientific judgments should be made by think tanks based on sufficient research and evaluation.
This is the correct direction of development, and it does not depend on one person acting against the will of heaven.
Think of this
Wang Yaocheng wrote and signed his opinions at the end of the report;
This research report was sent to Mo Yuxuan and Du Bo of HSBC Bank, Zhang Rujing and senior executives of Vice President and above of Atlantic Jinko, and Dong Mingzhu and senior executives of Vice President and above of Huanghe Technology Group for study.
He was ordered to write down his profound learning experience and copy it to the consortium for its files.
Regarding several key breakthroughs in the field of application chips, please submit a copy of the research to personnel at or above the deputy director level of relevant scientific research institutes.
To implement key research projects, assign responsibilities to people, strengthen project review and approval, follow-up supervision during project research, follow-up review of research results, etc., please ask Chen Shi, Director of the Accounting and Audit Office of the consortium, to personally take charge and organize capable personnel to provide follow-up services.
A trip to Taiwan…
Wang Yaocheng raised his head and thought for a moment before continuing to write;
The trip is planned to take place a week later, on May 27.
After signing the opinions, Wang Yaocheng pressed the intercom on his desk; "Xiao Li, notify Director Zhao Feng, Han Jianfei, Liu Shoutian and Hao Wei of the Secretariat to come over."
"Okay, Chairman."
a moment later
Four secretariat executives arrived, headed by Zhao Feng, the secretariat director who wore gold-rimmed glasses and had an elegant expression. He was the senior deputy director of the secretariat and was once the deputy to Yu Chengde, the current president of Atlantic Business Machines.
In the past few years, Zhao Feng has served as the executive vice president of DreamWorks. He has single-handedly established a complete global film distribution channel and firmly controlled it. He has contributed greatly to the global box office revenue of Marvel Studios and DreamWorks.
Now that the call came, Zhao Feng immediately returned to the consortium as the director of the secretariat, and he still serves as the executive vice president of DreamWorks.
Looking at his four generals, Wang Yaocheng ordered;
"Director Zhao, this internal material has been handed over to the relevant departments for implementation in accordance with the instructions. Your secretariat will promptly arrange a trip to Taiwan. You will personally lead the team to Taiwan in advance to contact the government and listen to their opinions."
"Okay Chairman, I'll prepare to leave this afternoon."
"Bring more people together and form several working groups to investigate separately. I want to know the true attitude of Taiwan's several chip manufacturers towards foreign equity participation, and whether there are non-commercial factors that resist mergers and acquisitions. Let me investigate them all, especially Zhang Zhongmou of TSMC."
.”
"Okay, I understand."
Zhao Feng thought for a moment and asked, "Chairman, Zhang Zhongmou is a recognized authority figure in the electronics and semiconductor industry. What conditions can we offer him?"
Wang Yaocheng looked at Zhao Feng deeply and said, "My condition is 51% controlling interest. If TSMC agrees to our merger, Mr. Zhang Zhongmou can lead this industrial integration and integrate as many Taiwan-funded manufacturers as possible to form a category."
A complete ultra-large chip foundry company, its status within the consortium is equivalent to that of Zhang Rujing."
"I understand. Now we are more confident in convincing Mr. Zhang."