Chapter 464 Presenting the Complete Electronic Semiconductor Industry Chain
In Wang Yaocheng's corporate strategic planning, laying out a complete electronic semiconductor industry chain is a top priority;
Hong Kong Global Communications Company is located at the end of the entire electronics and semiconductor industry, directly providing network and telecommunications services to thousands of households, breaking through the last intestinal obstruction in the entire industry chain, allowing the consortium's electronic products, including mobile phones, to enter the market of thousands of households unimpeded
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Speaking from top down;
At the top of the entire industry chain is Corning Corporation of the United States.
Corning Incorporated, which has been deeply involved in the field of materials for more than 150 years, is the world's top provider of high-grade raw materials, providing a wide range of high-quality precision semiconductor component products, glass panels, optical cores, and optical cable products.
It is widely used in large multinational companies such as Intel, IBM, Atlantic Machinery Company, General Electric, Cisco, Sony, Hitachi, and Samsung. It is an indispensable provider of cutting-edge semiconductor components and has a very important market position.
at present
Under the insistence of major shareholder Wang Yaocheng, Corning has invested and set up factories in Hynix Industrial Park in Malaysia and Jinling in China, and its products will be supplied to the entire Asian region.
This move has brought a steady stream of huge profits to Corning.
Having tasted the sweetness, Corning passed the plan to establish an Asian research center in the Shenzhen Future Science Park without controversy. It is committed to improving the research and development level in the field of materials and constantly making new breakthroughs.
also
The mobile Android system launched by Red Hat Systems, the Athlon 3 CPU designed and produced by Athlon Microprocessor Company, and the CPU central processor launched by AMD based on the X86 architecture.
The core technologies mastered in key areas provide strong support for the long-term development of the consortium enterprises.
The upstream of the electronics semiconductor industry chain
The consortium has a layout in the field of chip equipment manufacturing. It owns ASML of the Netherlands, which manufactures advanced photolithography equipment, and Tokki Co., Ltd. of Japan, which produces advanced evaporation machines. It has mastered crucial cutting-edge technologies.
Orders from Atlantic Jinko, TSMC and Hynix, three large chip manufacturers, have already filled up the production capacity of ASML and Tokki Corporation for the next four years.
this means
Before 2007, other wafer manufacturers in the world could not obtain the products of the above two companies, even if they had money.
When investing in the construction of new wafer production lines, you can only use photolithography machines that are slightly inferior to other manufacturers.
In these precious four years, the rapidly developing electronics and semiconductor field has undergone at least two generations of innovations, highlighting the technological advantages of the consortium companies and leaving their competitors far behind.
Judging from the current production capacity
The Dutch ASML company can produce less than ten of the world's top-level deep ultraviolet lithography machines a year, and all of its production capacity for the next four years has been booked.
How important is this lithography equipment?
Atlantic Jinko has a deep understanding that after entering the 0.13 micron advanced process, product yield is a huge obstacle that cannot be bypassed.
As the world's first chip manufacturer to produce advanced 0.13 micron processes, Atlantic Jinko's initial product yield rate has been hovering below 50%, and costs have remained high. It has suffered from this for more than half a year.
during this time
Every day, more than three million US dollars worth of scrap products are lost on the wafer production line, which is really heartbreaking.
Zhang Rujing, president of Atlantic Jinko, stays at the wafer base every day, presiding over product and process research. Half of his hair has gone bald in the past few months, which shows the great pressure on Zhang Rujing's shoulders.
In half a year, more than 400 million U.S. dollars worth of cutting-edge chips became scraps. The situation is appalling.
After the introduction of ASML's world-leading deep ultraviolet lithography machine, the product yield rate quickly exceeded the 50% profit and loss line and climbed straight up, from 60%...70%...80%...
It has climbed to 92.6% today and is still improving.
This alone can save US$800 million in losses a year and turn it into the company's net profit.
It took two years of hard work to put the 0.13 micron advanced process into production, and the yield improvement achieved by scientific and technical personnel through hard work is absolutely inseparable from the big killer of deep ultraviolet lithography machines.
now
With the lessons learned from the past, after the introduction of 90-nanometer advanced process technology, the product yield rate quickly crossed the 50% profit and loss line, and the current yield rate has reached 79.6%, becoming an important means to obtain huge profits.
All of this is highly confidential within the company of Atlantic Jinko and is strictly guarded against leakage.
Those who come after you will also fall into this big pit and be bruised all over their bodies. If they can climb up, they will survive, but if they can't, they will die.
As a pioneer, Atlantic Jinko will only share its blood and tears lessons with TSMC and Hynix, but not with its competitors, to help them become more mature, and in the end they will compete with themselves for food.
Suffered a lot
Atlantic Jinko has paid more attention to the research and development of lithography machine products of ASML, the Netherlands, and has taken the initiative to invest in shares. The Huitong consortium has provided large amounts of R&D funds to help ASML develop more advanced lithography machine products.
What did you say?
To win at the starting line, the same is true for high-tech companies, and it is especially critical.
In the field of LCD panel production
Japan's Tokki Co., Ltd. produces only three advanced evaporation machines a year. This important equipment is the hardware condition for mass production of OLCD screens. It is simply impossible to produce advanced OLCD LCD screens.
The consortium will continue to deepen its layout, acquire and support more chip equipment manufacturers, and form extensive influence in the upstream of the industry chain.
In order to absorb ASML's advanced lithography machine production capacity, Royal Fund will invest in three 12-inch wafer production plants in 2003, with a total investment amount of US$38 billion.
Among them;
Invested in building a 12-inch wafer production plant in Hsinchu Science Park, Taiwan, and introduced the most advanced 90-nanometer production technology to OEM the world's cutting-edge chip products.
In China, we invested in the construction of the second 12-inch wafer production plant in Shenzhen. This is also the third 12-inch wafer production plant of Atlantic Jinko Group. The remaining 12-inch plant is in Jinling wafer production base.
On the Korean Peninsula, we invested in the construction of a 12-inch wafer production plant, introduced 0.13 micron advanced processes, and produced large-capacity DRAM memory chips and flash memory chips.
The huge investment of up to 38 billion US dollars was borne by Atlantic Jinko Group, TSMC and Hynix respectively. These three leading companies are now making a lot of money and do not have to worry about high equipment depreciation costs.
This situation makes competitors envious. They are still filling the debt hole they dug before and are temporarily unable to catch up.
around the world
The companies that plan to invest in building a 12-inch wafer production plant in 2003 are Intel, a wealthy company, and Texas Instruments, a well-established company. They are mainly engaged in the manufacturing and production of high-end application chips and are not competitors of TSMC and Hynix.
This is because two multinational companies, Intel and Texas Instruments, have withdrawn from the DRAM memory chip market and their business does not involve the chip foundry field.
Among U.S.-funded chip manufacturers
Only Micron is involved in DRAM memory chips. They are two traditional eight-inch wafer production lines. The output is small and the price is high. The market is limited to the United States and Europe, so it can be completely ignored.
Atlantic Jinko Group currently has strong market competitiveness mainly in the mid-to-low-end application chip market, of which 80% are in the low-end market and less than 20% are in the mid-range market.
For Intel and Texas Instruments, they only have overlap in a few areas. For example, in the mid-to-high-end application chip market, they compete with Atlantic Jinko Group.
No one can do anything to anyone, and everyone is in peace.
Make money happily and enjoy huge market profits together in their respective fields.
Chip manufacturing field
Atlantic Jinko and Hynix Semiconductor have already monopolized 80% of the world market share of DRAM and flash memory chips, and are gaining a steady stream of monopoly profits.
In this market, Japanese-owned Elpida Semiconductor is filling the big pit of previous losses. Because of its high costs, the profits it obtains are far less than those of its competitors.
All semiconductor companies on the Korean Peninsula have collapsed. Hyundai Semiconductor has withdrawn from this field. LG is not involved. Hynix and Samsung were acquired and reorganized by Hong Kong capital to make wedding clothes for others.
Thanks to the recovery of the DRAM chip market, prices have risen sharply. Only three small and medium-sized memory manufacturers in Taiwan have survived the cold winter. They are covering their mouths and laughing, silently making a fortune.
Chip foundry field
Atlantic Jinko and TSMC also occupy the first and second positions in the market, monopolizing the vast majority of the market share and firmly controlling the say in price setting.
LCD panel production field
Due to the substantial increase in production by Korean and Japanese countertop companies, Huanghe Technology Group's market share has decreased, accounting for a little more than 30% of the world market, but its profits have increased instead of falling.
Huanghe Technology Group has the world's first OLCD small and medium-sized panel production line with full production capacity. This is the LCD panel needed for mobile phone screens, high-end medical equipment, CNC machine tools, and radars, occupying huge profits in the high-end market.
world mobile phone market
As the key area of ​​development of the Wang Consortium, relying on the advantages of the Android system, semiconductor parts and chips, and Yangtze Technology Group's foundry advantages, mobile phone design and manufacturing have taken the lead.
In the international mobile phone market, a three-pronged pattern of OPPO, Dell, and Playboy brands has been formed.
Next step
In the high-end mobile phone market, there is also the Polaroid brand, and the mid-to-low-end mobile phones are about to debut, such as Green mobile phones and Panda mobile phones, all competing in the world market.
As for the end, who can stand out?
It depends on the operators of each enterprise how to make correct decisions in the face of the changing international market. Matters related to specific enterprise operations are not the concern of Wang Yaocheng, the chairman of the consortium.
Wang Yaocheng has worked hard to lay out the world telecommunications market so that his mobile phone brands can overcome intestinal obstruction and enter the European and American markets unimpeded for sales, avoiding difficulties due to discrimination or exclusion.
The reason to nip problems in the bud is that, in his mind, the lessons learned from Huawei mobile phones are too profound.
Due to historical and traditional reasons, European and American telecom operator channels are crucial to mobile phone manufacturers, and the vast majority of mobile phone sales are completed through telecom operator channels.
It is better to ask for others than to ask for yourself.
Master this vital channel and truly control your destiny in your own hands.
It can be said that Hong Kong Global Crossing is the Achilles heel of the entire consortium's electronic semiconductor industry layout. Once it is blocked, the consortium's electronic product market, including mobile phones, will face the terrible end of collapse.
If the product cannot be sold, forget about everything else.
After 12 years of hard work, a complete electronics and semiconductor industry chain pattern was finally presented.
This is the "three-star road" that Wang Yaocheng has always wanted to take, and it finally took shape.
Follow other people's paths and leave others with nowhere to go.
all this
It will eventually converge into an unparalleled market competitive advantage, which will explode with great power in the subsequent competition in the electronics industry, helping the companies under the consortium to conquer the world market and build a huge empire.