In this wave of semiconductor manufacturers in South Korea and Taiwan, all of them are using photolithography machines from Japanese manufacturers. Today, they are still struggling to improve the yield rate, and are troubled by the astonishing scrap rate to the point of vomiting blood.
ASML's advanced lithography machines will be given priority to the three companies under the consortium. At least until 2008, other manufacturers will not be able to obtain an ASML lithography machine.
Manufacturers in the United States, Japan, and South Korea have not yet realized this problem, because Micron, which produces DRMA memory chips, still uses a 0.13-micron process technology, separated by three generations of 90, 65, and 40 microns.
Moreover, Micron's memory chip business accounts for a very small proportion, and there is no incentive to develop new processes. Japanese manufacturers are just muddle along. This has almost cut off the source of technology for Korean and Taiwanese manufacturers, forcing them to develop new processes on their own.
Is this easier said than done?
Thinking back to the beginning, Atlantic Jinko didn't have ASML's advanced lithography machines in its hands. The yield rate of products produced using the 90-nanometer process was appallingly low. It suffered a net loss of production and lost more than US$100 million a month. These are all lessons learned from blood.
ah!
Looking back on the present and remembering the past
The soft sunlight shone through the floor-to-ceiling glass on Zhang Rujing's modest and graceful face. Dong Mingzhu could clearly see the look of gloating on his misfortune, which was so deserving of punishment.
Dong Mingzhu couldn't help but chuckle and joked: "Old Zhang! You are such a kind person, why have you become mean now?"
"Ms. Dong, you can't say that. I didn't let those Korean and Taiwanese semiconductor manufacturers invest. I only focused on thieves eating meat and didn't see thieves being beaten. You can't blame me."
"This metaphor is not a good one!"
"I think it's very appropriate. We have contributed half of the consortium's finances in the past two years. We can make another year this year, but next year we will go to war!"
"Even without you, the sky will not collapse. According to the consortium's internal report, in July this year, Australia's FMG 150 million tons iron ore project started to contribute revenue, and now Google is booming and is in the limelight in Silicon Valley.
As always, HSBC’s revenue this year is gratifying, and our third-generation small and medium-sized OLED project of Huanghe Technology Group has also been put into production, and wealth will naturally roll in.”
Speaking of this, Dong Mingzhu couldn't help but sigh: "Our boss is really a monster!"
"Second."
Zhang Rujing agreed without hesitation and continued: "I heard that this iron ore project in Guinea has very huge reserves, and Australia's Billiton Company is also interested in it. I'm afraid there will be a fight between dragons and tigers."
"Huh, mining companies have been shaking in the past two years. The prices of bulk resources have risen to the limit. Look at the prices of mineral resources such as copper, manganese, tin, and aluminum. Fortunately, the iron ore project of our consortium has held them back.
Otherwise, how could domestic steel plants be as prosperous as they are today?" Dong Mingzhu understood the problem deeply and continued:
"On this important matter, the country highly recognizes the outstanding contribution of the chairman. The steel industry is looking at us eagerly, hoping to reduce the price increase in this year's long-term agreement price negotiations. The success or failure can only depend on our chairman.
"
Zhang Rujing nodded silently, a sense of pride suddenly arose in his heart, and he had the feeling of witnessing history in person, following the rise of a generation of legends.
a moment later
The secretary informed Dong Mingzhu to go to the reception room. Dong Mingzhu politely waved goodbye to Zhang Rujing and mentally reviewed the information to be reported. Please follow the secretary into the room.
From a distance, I heard Wang Yaocheng's hearty laughter.
Pushing the door open and walking in, he saw Wang Yaocheng holding the phone and listening to it. He gently waved his hand and asked Dong Mingzhu to sit down and wait for a while.
"...Hahaha, you have thanked me for your leadership. Rebuilding high-standard earthquake-proof school buildings in the entire southwest region is what the China Nursery Charity Foundation should do and it is our responsibility.
...Hmm...Well, thank you to the leaders for supporting our charity work. With the important responsibility of protecting the personal safety of millions of school-age children, the China Nursery Charity Foundation will not slack off for a moment and will do its best to make it perfect.
...Well, let me report to the leader:
At present, almost 99% of the buildings do not meet the standards. This is because they were not originally built according to earthquake-resistant standards, so we decided to demolish and rebuild all the buildings in the southwest region, involving a total of 3,855 schools, and we plan to complete them in two to three years.
Planned:
Under the condition of ensuring the normal teaching of schools, schools with relatively ample school buildings will be renovated first. It is planned to be carried out in two steps, with some old ones demolished and new ones built.
After the high-standard earthquake-resistant school buildings are built, students in the old campus will be moved to the new campus for teaching, and then the remaining old campus will be demolished and rebuilt.
For some schools with tight school buildings, they are planning to use the winter and summer vacations to carry out construction projects, focusing on ensuring that students' classes are not affected.
Due to the insufficient annual funds of the China Nursery Charity Fund, I will donate 3 billion yuan in special construction funds this year. The total scale of the two reaches 6.8 billion yuan. This year, 1,200 schools can be renovated, and the scale will be further expanded next year.
...Well...this is what we should do. The greater the ability, the greater the responsibility, haha...
We have also made preparations for construction machinery. We urgently imported 300 excavators from Fuso and ordered 42 sets of overall concrete mixing station equipment from domestic manufacturers, which will be donated to the southwest region, mainly Sichuan Province, as an important support for reconstruction projects.
...Well, we feel infinitely honored to be able to contribute a little bit..."
After a while
Wang Yaocheng put down the phone with emotion and said to himself: "We have done some trivial things, and the big leaders called us personally to commend us. This is really unexpected, so heart-warming, tsk tsk tsk...
It’s so cool to say thank you!”
Dong Mingzhu:???
I didn't say anything, I just watched you pretending to be cool.
Wang Yaocheng smiled brightly, showing his white teeth, and walked over and said kindly: "Miss Dong, do you need something to drink, a cup of coffee?"
"Chairman, please don't be polite. I just sat outside with Zhang Rujing for a long time and drank a lot of coffee."
"How about some tea, champagne or red wine?"
It would be impossible if he didn't drink something. Dong Mingzhu didn't know why the chairman was in such a good mood today. Maybe he was praised. It seemed that everyone was happy to get the little red flower, so he could only follow his wishes and said: "Then tea
Come on, feel a little cooler."
Wang Yaocheng pressed the intercom and said, "Bring in a pot of refreshing green tea. The best Longjing or Maofeng are fine. Oh, by the way, the Huangshan Yunwu tea that a leader gave me last time is pretty good. Make a pot and try it."
.”
This look made people laugh. Dong Mingzhu immediately considered whether to take out the ninth-generation super-large LED project in advance. Maybe the chairman would approve it when he was happy.
Unfortunately, I didn’t bring the relevant project plan and it was still locked in the office safe.
Anyway, success or failure is a matter of debate. As long as it gets approval from the chairman, Huanghe Technology Group can launch the ninth-generation LCD project ahead of schedule, further widening the gap with its market rivals.
In this era of rapid development of electronic technology, LCD screen technology is iterating extremely fast, almost one generation per year, and the progress is simply dazzling.
Huanghe Technology Group is running fast, and the competitors behind it are also chasing closely. Take the latest eighth-generation large-size LED LCD display as an example:
Huanghe Technology Group was invested in 2003 and was officially put into full production by the end of 2004. After a period of ramping up production capacity and yield, it reached full production in the second fiscal quarter of 2005, with a monthly production volume of 90,000 pieces, and production increased from 26
Inch, 32-inch, 46-inch, 52-inch, 55-inch series products.
A 2160x2460 substrate can be cut to produce eight 46-inch or six 52-inch LCD screens, greatly improving production efficiency.
The high efficiency of the eighth-generation line is of disruptive significance. For the first time, the price of large-size LCD panels above 50 inches has been reduced to below the price of plasma panels, entering the market close-to-hand competition stage. It also has resolution, service life and low price for large sizes.
Three trump cards.
After the emergence of the plasma technology, it means that the plasma technology stream in which Japanese manufacturers have invested tens of billions of dollars has truly come to an end and is not far from death.
In comparison, the seventh-generation line substrate can only cut six 46-inch or three 52-inch LCD screens, and the production cost is 75% higher.
LG Group followed suit with an investment of US$4.6 billion, and broke ground to build an eighth-generation line in mid-2004. It is now fully operational and is undergoing a ramp-up phase in production capacity.
Due to insufficient technical reserves, LG's yield rate climb is particularly difficult. The current large-size LCD screen yield rate has just exceeded 30%.
In other words, 70 out of 100 screens produced are useless, which puts LG Group in a dilemma. It drives people crazy and collapses.
After the production line was completed and reached capacity, the product yield rate was still unable to climb, let alone reach full production to contribute revenue to the group, dragging the company into serious hemorrhage.
As Huanghe Technology Group continues to set off one round of price cuts in the market, which will soon affect its profitable large-size LCD screens, LG Group feels a real crisis.
After careful investigation, LG Group found that the problem lies in the key evaporation machine equipment. The evaporation machine equipment installed in the production line does not meet the higher technical level of LCD display production. It is unable to produce LED displays exceeding 46 inches, let alone
I'm talking about 50 inches.
If we use seventh-generation line substrates for production, we will definitely lose money from the market price point of view.
To break through the yield bottleneck, we must use the advanced evaporation machine products produced by Tokki Co., Ltd. The reason is very simple. This is the product used by Huanghe Technology Group.
After realizing this at great cost, LG Group found out that it was impossible to obtain evaporation machines produced by Tokki Co., Ltd. before 2009 because its annual output was only three units.
Huanghe Technology Group still has 11 orders to complete. These steamers will be used in the second and third eighth-generation lines. Line 2 is partially invested by Sony and NEC, and line 3 is partly invested by Toshiba, Panasonic and other companies.
Investment, dedicated to supplying large LCD screens above 50 inches.
This discovery simply made LG Group vomit blood, and it makes me shudder when I think about it.
The royal family fund is scheming and now holds the lifeblood of all LCD panel companies, which is the evaporation machine of Tokki Co., Ltd.
They have a close alliance with the Mitsui Consortium and have formed a coalition of interests that benefits everyone but suffers losses, which in disguise reduces the pressure from Fuso, a major home appliance manufacturer.
As for the United States, they do not produce household appliances at all, and they do not care about industrial competition in this field.
LG is in complete tragedy. There are more than a dozen evaporation machine manufacturers in the international market, and only Tokki Co., Ltd. is the only one that meets the requirements for the eighth-generation line. There is no other semicolon.
LG Group's eighth-generation LCD display production line, which has cost a huge amount of money, can only be in low-speed trial production. While racking its brains to improve yield, it is also waiting for the arrival of the ordered evaporation machine.
Calculated based on the fastest time, we get the third fiscal quarter of 2009.
As Chinese home appliance companies have conquered the international market, LED LCD TVs over 30 inches have become the mainstream of the market, with annual exports reaching tens of millions of units and worth US$6.4 billion.
Mainstream LCD screens such as 30-inch, 36-inch, and 42-inch are the mainstream products of the 6th and 7th generation large-size production lines, accounting for more than 80% of all output, and are the main force.
At present, Huanghe Technology Group has made three price cuts for these mainstream products, lowering prices while intensifying market competition.
With the popularity of large-sized LCD panel TVs, the importance of the eighth-generation LCD display production line has become increasingly prominent, putting great pressure on LG Group.
If you fall behind, you will be beaten. This principle applies to everyone.