Rewrite the Technological Landscape

"This World Expo has become a technology display for Dafeng Group again." When Li Runyu was visiting the Expo Park, Li Zhiqiang and Meng Qian from Tsinghua Unigroup were visiting the production line of Tsinghua Unigroup in Shanghai Integrated Circuit Industrial Park.

"Isn't it also a platform for Ziguang to demonstrate its strength?" Meng Qian smiled at Li Zhiqiang.

Li Zhiqiang smiled back, "How did Mr. Meng judge that they would come to me?"

"Because there are lessons learned from the past." Meng Qian pointed to the screen on his mobile phone, "Not long ago, Samsung just sold the LCD screen company in Taiwan Province, which directly hit the bottom of the LCD screen company in Taiwan Province."

Li Zhiqiang showed an inexplicable expression, "This incident is indeed quite surprising. Before, the LCD screen company in Taiwan Province helped Samsung to fight against the neon Chinese company, and they also cheated the Dafeng Group.

I really didn't expect that Samsung not only didn't save them in the end, but directly destroyed them. "

"I'm not surprised by Samsung's ruthlessness. I'm surprised that Samsung has not established an advantage yet it still does it." The market is gone, and it is a disaster to keep Taiwanese enterprises. Of course, they must be killed.

But in this life, Samsung does not have the ability to monopolize. It is reasonable to say that they should win over Taiwan and the province to fight against themselves.

Li Zhiqiang guessed, "I heard that last year, Samsung recruited a lot of talents from Taiwan and took over many of their production lines. It probably feels that they have no capacity."

"Maybe, anyway, the LCD screen in Taiwan Province is completely cool now."

"By the way, Mr. Meng, I've always wanted to ask you a question. Why do you feel that you don't like Samsung?"

"Because the existence of Samsung is particularly disgusting."

"nausea?"

"Samsung is a family slave with three surnames in my eyes, but it does have strength, which is undeniable, so once Samsung develops, it will make us very uncomfortable. It is not as scattered as Nehong Guo's enterprises, nor is it like American companies are so targeted, and less direct than European companies. They are always negotiating and wandering.

Just like Samsung’s sale of LCD screen companies in Taiwan Province this time, once such companies have established a certain foothold in the IT industry, it will become a long-term hidden danger. I would rather compete with American companies in the future than see Samsung become our company. It is a stumbling block in the future, so I hope that Samsung Group can develop their industries in other fields. "

The two were chatting when Li Zhiqiang's secretary came to tell them that the guests had arrived. Today's guest was an old friend of Meng Qian, Huang Chongren from Lijing.

Because of a transaction that year, Dafeng Group and Powerchip had an intersection and have maintained a good relationship.

After so many years of development, Powerchip has become one of the three giants of Taiwan's memory manufacturing industry with Nanya and Maosilicon.

"Mr. Meng, Mr. Li, I haven't seen you for a while."

"President Huang, please sit down." Li Zhiqiang signaled everyone to take their seats, "President Huang and I haven't seen each other for more than three years."

"Yeah, the last time I was at the Electronics Show in Taiwan Province, I remember that I had a good discussion with Mr. Li about the development pattern of memory. I remember Mr. Li said at that time that the mainland will become the main market in the memory field in the near future. New players, I didn’t expect Ziguang to really do it in just three years.”

What attracted Huang Chongren to come here was the Tsinghua Unigroup DDR3 memory exhibited at the World Expo, a DDR3 memory that used Tsinghua Unigroup's own memory chips.

Ziguang's breakthrough in technology has indeed exceeded the expectations of many people, including Meng Qian, because Meng Qian did not expect that the acquisition of Qimonda is such a good deal.

It is well known that Qimonda particles are good, and the technology of Qimonda employees is also well known, but there is one thing that not many people know.

It turned out that before Qimonda went bankrupt, it was developing a stacked DRAM solution buried woedline. Years later, the development of memory proved to the world that Qimonda's technology at that time was correct, and it was at least one generation ahead of Samsung at that time.

However, things got tricky and Qimonda went bankrupt.

This is a bit like the classic products came out after ATI was acquired, which made Dafeng Group cheaper, and Qimonda’s technology was cheaper than Ziguang.

Unisplendour, which acquired Qimonda, quickly noticed this technology. Coupled with Qimonda’s own leadership in stack DRAM technology, Unisplendour quickly absorbed and established its own technological advantages, and then launched this year’s Unisplendour DDR3 memory, which is amazing everyone.

Moreover, after the bankruptcy of Qimonda, the talents and technology basically went to Samsung or Micron. In this life, Ziguang acquired Qimonda, which led to the fact that Qimonda’s talents basically did not flow out. Samsung and Micron from a relative perspective A large number of high-end talents and technologies are missing.

That's how Ziguang's advantage came out.

"In the past few years, Powerchip has developed very fast, and I heard that Powerchip has reached an alliance with Nanya Mosilicon? Are you following the Elpida route?" Li Zhiqiang followed the trend and turned to the main topic.

Huang Chongren immediately answered, "The development of Elpida is not optimistic at present, so we do not intend to follow the old path of Elpida, and we will retain a certain degree of independence in this cooperation."

"Your cooperation this time is mainly for production, right?" Meng Qian, who was sitting on the side, interjected.

Huang Chongren nodded, "Recently, the demand for memory has started to rise, and Samsung has also started to raise prices. At this time, it is time to see how everyone grabs the market and grabs customers."

Meng Qian smiled and shook his head, "Mr. Huang should be clear that Samsung is still playing the game of suppressing goods and raising prices. Samsung's customers are actually very difficult for you to grab. The reason why they raised prices at this time is because they saw Elpida In addition to the acquisition of Qimonda, Li Runyu went to the United States some time ago. If he guessed correctly, he must have been to Micron during his trip to the United States.

This price increase was actually initiated by Samsung and Micron. After all, everyone suffered too much loss last year. It happened to use the good excuse of rising demand to quickly recover the price. But the customer relationship is there. Even the three companies in Taiwan and Province Cooperation, it is also a bit difficult to grab customers from Samsung and Micron.

We can even reasonably predict that once Taiwan’s production comes up, Samsung will lower prices again. "

"Mr. Meng is right, but we can only bite the bullet. The market competition is so cruel." Huang Chongren hesitated for a moment, and decided to speak directly after glancing at Meng Qian and Li Zhiqiang, "But our current thinking is , maybe we can cooperate with Tsinghua Unigroup, in fact, I am here today to represent three companies."

Li Zhiqiang said bluntly, "Mr. Huang just ask if you have any ideas."

Huang Chongren straightened his sitting posture instinctively, "As Mr. Meng said just now, the current advantages of Samsung and Micron lie in their products and brand power, and Ziguang, which has acquired Qimonda, is now making great achievements in products. On the other hand, Continental Memory The rapid development of the market, especially the memory of smartphones, allows us to see a new and huge market. If we can cooperate, we can hold three key points: product, output, and market.”

These three companies are very clear-headed. Samsung’s sale of LCD screens in Taiwan made them understand that Samsung cannot be trusted. It was the same in the past, so they practiced against Samsung.

Now they have seen Unisplendour's products, they are also attracted to Unisplendour's products, and there is a market in the mainland, where Unisplendour is short of production lines. It would be foolish not to come to Ziguang to cooperate at this time, unless they insist on breaking with mainland companies. Why bother with money.

Li Zhiqiang and Meng Qian looked at each other and said, "We have always had a positive attitude towards cooperation, but if Mr. Huang really wants to cooperate with us, then I must speak up. According to our plan, we Prepare to lower prices when Samsung starts raising them."

"Price reduction?" Huang Chongren was a little surprised, "In the past two years, Ziguang should have posted more than one billion yuan, right? Everyone can't afford to lose now. Will it be irrational to continue to fight price wars at this time?"

"It is true that it is not easy for everyone to continue to fight the price war, and it is easy to cause public anger, but Elpida can no longer keep up, and Samsung is actually almost bottoming out. If you bite your teeth at this time, there may be unexpected results. .”

Huang Chongren disagreed, "Samsung Electronics has indeed suffered serious losses in the past two years, but after all, it has blood transfusions from the Samsung Group, and last year we also saw how the Korean government tried its best to save Hynix. If Korea can save Hynix, it will definitely save it. Samsung."

"The rescue will definitely be saved, and we don't expect Samsung Electronics to go bankrupt." Meng Qian on the side said again, "But whether it is mobilizing funds from the group or finding the government to renew life, it will take time. We have to fight this time. A quick surprise attack is not a protracted war.

We are going to use a point to hit Samsung quickly and violently, so that he has no time to react. After he reacts, the market may have changed. "

Huang Chongren suddenly understood something, "The Dafeng Group will also make a move?"

"That's right, for Samsung Electronics' business, we will attack from the upper, middle and lower reaches at the same time, catching him by surprise." Meng Qian looked at Huang Chongren firmly, "After this battle is over, Samsung Electronics may be out, Mr. Huang Are you interested?"

Looking at Meng Qian's eyes, Huang Chongren suddenly felt creepy, but nodded unconsciously, letting Samsung Electronics out of the game, what a matter of epochal significance.

After Huang Chongren left, Li Zhiqiang asked with some doubts, "Aren't you worried that our plan will spread to Samsung?"

"If you don't explain the matter clearly, Huang Chongren and the others will find it difficult to accept a price cut at this time. Although we can do it without companies from Taiwan Province, adding the strength of Taiwan Province can really help a lot. After all, Ziguang's current production capacity is indeed a problem.

As for Samsung, so what if we know that we have this plan. Intel also knows that I want to take the lead in the lithography machine. Everyone is in a competitive relationship. We just talked to Huang Chongren about it. Samsung doesn’t know ours Specific strategies.

Besides, it doesn't matter even if you know everything, because you may tell him some things and he may not believe him, he just thinks you are bragging, how to deal with it. "

Li Zhiqiang looked at Meng Qian's confident look, smiled and let go of his worries, "Forget it, you will always be so confident."

Meng Qian patted Li Zhiqiang's arm, "Let's make arrangements as soon as possible. The entire IT industry will enter a real recovery period starting next year. I don't want to give Samsung a chance to breathe."