Rewrite the Technological Landscape

To a certain extent, Meng Qian can be regarded as showing off his muscles in front of Wang Shengdong, because next, Meng Qian wants to talk to Wang Shengdong about a very important matter.

Meng Qian deliberately held back for half a year without intervening, just waiting for Wang Shengdong to take the initiative to find him, and waiting for Wang Shengdong with all his heart, it is certainly impossible to just win a sixth-generation line.

The next few years will be an important stage for the development of LCD screens. According to past history, Samsung will unite with Sony to suppress the market, and then Samsung and LG will unite with Taiwan and provinces to suppress the mainland, and then Samsung will use Sony as a "traitor" to suppress the entire neon country. The development of the industry has crushed the LCD screen industry in Neon Country.

After completing the market in Neon Country, Samsung and LG immediately joined forces to start Sony. Sony is too weak to compete with the alliance between Samsung and LG. The LCD screen industry in Neon Country is just like this. After suppressing the Chinese mainland market by hand, it sold Taiwan Province backhand, destroying the LCD screen market in Taiwan Province.

Korea will play a good strategy, and at the same time kill the neon country, Taiwan province and the mainland, and finally officially become the overlord in the field of LCD screens.

As for the headline of the mainland's LCD screen counterattack that some Chinese media played many years later, it is not objective. The mainland can only be said to have entered a high-speed catch-up stage, but if it really wants to fight for R\u0026D and production capacity, it really can't compete with Korea. Moreover, BOE's success is also due to luck. It was because the technology was not good enough to build a 4.5-generation line in the mountain city. Coincidentally, it happened to catch up with the trend of smartphones, and BOE found a good way to raise funds to help BOE carry the burden. After several years of continuous losses in the future.

In the whole changing situation of LCD screens, each force has exposed obvious disadvantages. The disadvantages of Neon Country lie in the high labor cost, radical development strategy, closed development environment and just catching up with the economic recession caused by the financial crisis. The biggest disadvantage of Taiwan is backward technology and insufficient funds. As for the disadvantage of Taiwan Province, it is stupid.

The entire LCD screen battle, the mainland, the neon country, and Taiwan province, was severely calculated by the country of Koryo.

But there is one thing to say, no matter how calculations are made between Korea, Neon, Taiwan and Taiwan, they are very unified on one thing, that is, pitting the mainland.

And Meng Qian, who knew what was going to happen next, naturally couldn't sit still. If he didn't put the mainland LCD screen on top of this changing situation, Meng Qian would be sorry for his rebirth.

The first step Meng Qian took was to take advantage of the perennial disagreement between Samsung and Sony, first to reach a cooperative relationship with Sony, and to block the alliance between Samsung and Sony in advance, and the next second step was to seize the time to lay out domestic LCD screens Let's do it.

However, the overall technology and production capacity in the mainland are too backward. It is impossible for Meng Qian to pull this thing up only by a company of Dafeng Group. Even if all the profits in the next few years are invested in LCD screens It can be done, not to mention that it is impossible for the company to do so.

Therefore, it is necessary to pull up the entire domestic LCD screen industry, but other companies do not know what will happen next, and what can they do to ensure that they can keep pace with themselves, so after the integration, they must have an absolute right to speak .

After dinner, everyone went to sing together. Meng Qian deliberately sat next to Wang Shengdong, and found an opportunity to mention something, "Mr. Wang, I heard that BOE has encountered a lot of financial problems recently?"

As I said before, the life of BOE at this time is actually hard to survive. The company continues to lose money and is facing the risk of delisting of listed companies. Development Investment Management Co., Ltd. talks about the acquisition.

BOE will sell 78.54% of the shares of BOE Optoelectronics in the form of debt-to-equity swaps, of which 11.92% of the shares will be sold to repay a loan of 310 million yuan, and the other 61.62% of the shares will be sold to BOE Investment at a price of 1.64 billion.

After the transaction is completed, BOE Technology will retain a 5% stake in BOE Optoelectronics, and BOE Optoelectronics, the operator of BOE's large-size TFT-LCD production line, has completely spun off the listed company. After the adjustment, BOE will focus on the mobile and application small-size TFT-LCD business, special display system products and key components of TFT-LCD.

Wang Shengdong smiled wryly, "We lost 1.6 billion in 2005 and 1.8 billion in 2006, and the loss has been expanding."

"The fifth-generation line is like a black hole with no end in sight. If you can't make a profit, you can't invest in larger-scale production lines for the company. But it's unrealistic to abandon the fifth-generation line now. It's a vicious circle."

Meng Qian's words hit Wang Shengdong's pain point. With a little alcohol, Wang Shengdong couldn't help complaining, "We are really bound by the entire fifth-generation line now. Dafeng Group is also working on LCD screens. Mr. Meng must know Since 2005, the prices of 15-inch and 17-inch LCD screens have dropped by nearly 20%, while the prices of 26-inch and 27-inch LCD panels have basically not dropped much.

Now Neon Country and Koryo Country are stepping up the development of 7G and 8G lines, and even Sharp plans to build 10G lines this year. The more backward our production line is, the lower the profit will be. The lower the profit, the less money the investment will be. Generation line, there is no end in sight. "

Meng Qian then analyzed, "Moreover, the cost of LCD panels is linked to the cutting size. The fifth-generation line panels are mainly 15-inch and 17-inch. Once cutting a large screen larger than 20 inches will cause waste, so even if we want to enter large-size The market must also upgrade the generation line, so as to expand the comprehensive utilization rate when cutting large-size screens. Otherwise, our cost is completely incomparable with them.

This is the characteristic of the LCD screen market. For the big player, Evergrande, its production capacity determines its competitiveness. There is little room for the lagging side to overtake unless it is a gamble. "

"Gambling?" Wang Shengdong looked at Meng Qian curiously, "How does Mr. Meng want to bet?"

"The current situation of the LCD screen reminds me that when we were developing lithography machines, all lithography machine companies were stuck in the predicament of starting with low-end lithography machines, but we gritted our teeth and fought hard. , In fact, we didn’t know what the result would be at the time, but now we are enjoying the fruits of victory brought by this gamble.”

Wang Shengdong understood Meng Qian's meaning a little bit, "Meng always wants to use the development model of lithography machine again in the field of LCD screen?"

"It's not exactly the same. After all, making lithography machines will make us poorer than we are now, and we had a very important technical direction at that time. But now, the risk of this gamble may be greater, but we have at least A little more generous.

But one thing I'm sure of right now is that if we don't bet, we'll always be behind and that's not what I want to see. "

Wang Shengdong became interested, "What exactly does Mr. Meng want to do?"

"As far as I know, BOE is planning to establish a joint venture with Shanghai Radio and Television and Longteng, right?"

At this time, Wang Shengdong naturally said whatever he had, "It's true."

"Now our two companies are the only companies that have the ability to build their own lines in China. My idea is that we should stop spreading our strength at this time and concentrate our strength. The Dafeng Group and BOE will take the lead to convene domestic LCD screen companies set up an alliance together.

But everyone is in business, and I have to say something earlier. Any alliance must have only one real decision-maker, otherwise the consequences will be disastrous.

And I also know that BOE is now planning to temporarily abandon the development of large-size LCD screens. In this case, if Mr. Wang can trust me, Meng Qian, I will control the entire alliance. Dafeng Group will pay to help BOE overcome the current difficulties. The development will also be supported by our Dafeng Group.

Dafeng Group has gritted its teeth and persisted all the way to achieve today's achievements, so I know very well what BOE has experienced. I believe that Mr. Wang must not be reconciled, right? "

Meng Qian's words made Wang Shengdong's heart boil, especially the last sentence. BOE has experienced too much abuse and slander, but it ended up like this. How could Wang Shengdong be reconciled? I don't know how many people in BOE are holding their breath and waiting. The day when Neon and Koryo were defeated.

Regardless of the catalytic effect of alcohol, Wang Shengdong held Meng Qian's hand tightly, "Mr. Meng, can we bring Huaxia's LCD screen to the top of the world."

Meng Qian looked at Wang Shengdong firmly, "It must."