Rewrite the Technological Landscape

On August 1, Dafeng Wind Power issued an industry announcement, confirming the further expansion of OLED screen production, and will provide customers with a more favorable price.

As soon as the announcement came out, brands such as China Cool, Motorola, and Sony Ericsson responded positively and increased their purchases.

Samsung, which has just confirmed the expansion of memory sticks, trembled when it heard the news.

After two years of development, AMOLED screens have gradually become popular in the mobile phone industry. This year’s flagship phones of several major brands all use AMOLED screens, and the launch of Samsung’s Super AMOLED and Dafeng Group’s Ultimate Screen has further enhanced consumers’ recognition of AMOLED screens.

But a normal enterprise first completes the product, and then expands its production after the market recognition has risen. For example, Samsung will first use this kind of screen on its own products. Everyone says it is good, and then it will start selling Others use it, and then slowly expand production.

This can ensure the low-risk operation of the company. Of course, not only Samsung, but other companies are also playing this way. No serious company will speed up the construction of factories again and again when the product is not yet confirmed whether it can be popular.

However, Dafeng Group is such a dishonest enterprise.

"Four 5th-generation OLED lines? One 6th-generation OLED line? When did Dafengfeng build it? Last year?" Li Runyu looked at the company's report and was stunned. "Last year, Hongmeng 3's AMOLED screen market reputation was not particularly good.

At that time, the market was still discussing whether the AMOLED screen was right or not, and then Dafeng Group went to build five production lines? Smashed 50 billion in! ? "

Meng Qian's approach is incomprehensible to anyone. It does not conform to the law of enterprise development at all, and it is completely nonsense.

But every time Meng Qian messes around, he can tell you if he's angry with you.

"Chairman, although Dafeng Group's approach is indeed very strange, but the current situation is like this. After Dafeng Electric announced the comprehensive expansion of production, Dafeng Electric's extreme screen will also have a price cut of about 20%.

In contrast, the competitiveness of our Super AMOLED is."

Li Runyu couldn't help feeling a little anxious. Samsung Electronics was just about to resume its profitability, but just as it was forced to accept Tsinghua Unigroup's memory price war, Dafeng Group's screen price war came here.

Samsung Electronics, which has fought hard for two years, is under too much pressure to fight on two fronts, but Li Runyu knows very well that this battle must be fought.

But Samsung Electronics really ran out of money, so Li Runyu had to contact Li Kunxi, chairman of Samsung Group, and reported the situation.

"So in your opinion, we can only passively accept the price war?" Li Jianxi looked at Li Runyu seriously.

Hearing Li Jianxi's obvious displeasure, Li Runyu still had to bite the bullet, "The Dafeng Group has indeed brought us a lot of pressure in the past two years, but the technology industry is like this, there will always be some unexpected rising stars.

It is precisely because of this that we need to actively deal with enterprises like Dafeng Group. "

Li Jianxi said in a calm voice, "If the information I have is correct, Dafeng Group has won the small-size LCD screen market in two years, and now the market share of LCD screens for smartphones in the world has exceeded 80%. Bar?

If Dafeng Group wins the AMOLED screen market again this time, Samsung will have nothing to do with the entire smart phone screen field in the future. "

"The current situation is indeed the case, but we can see that in the price war in the past two years, Dafeng Group spent nearly 100 billion soft sister coins to win the small-size LCD screen market.

At this time, the debt of the Dafeng Group has exceeded 300 billion soft sister coins. This is a sharp sword hanging over the head of the Dafeng Group, and this is also the price the Dafeng Group has paid to obtain the market.

To be honest, it is very irrational for Dafeng Group to fight a price war at this time, and it is a crazy adventure in our opinion.

Therefore, in this price war, I hope the group can give us some support. "

"If it's just about financial resources, we don't have to be afraid of Dafeng Group.

But Gale Group now has five OLED production lines, we only have one OLED production line, and the construction of one production line will take at least one year.

This is not a problem that can be solved with money alone, is it? "Li Jianxi still has a very clear understanding of the situation.

"On the one hand, we are going to take the transformation route, and it should be possible to transform an LCD screen production line into an OLED production line in about half a year.

On the other hand, AMOLED is much more expensive than LCD. In fact, only high-end phones of various brands will be equipped with AMOLED screens. This market has not really opened up yet.

Time is totally enough for us. "

"But I still remember that you told me two months ago that it will take at least one to two years for the market to test whether the direction of AMOLED screen is right."

Li Runyu said helplessly, "Theoretically, this is indeed the case, but now that we have met Meng Qian, a lunatic, we can only be more aggressive.

Otherwise, if the direction is right two years later, we will have nothing to do with this market. "

"Then what do you plan to do if Dafeng Group comes up with a loss-making competition strategy again after our production capacity comes up?"

Li Runyu frowned, "Then we can only fight with them."

"So, Samsung Electronics is now completely in a passive state?"

Li Runyu, "."

In the past, Samsung used to rely on leading technology and production capacity to wage price wars to suppress other companies at any time. Now, Meng Qian also let Samsung experience what it feels like.

Although Li Kunxi is very dissatisfied with Li Runyu's performance, the group can't really ignore it. In the end, Samsung Group decided to inject 5 billion yuan into Samsung Electronics.

Samsung Electronics, which received a blood transfusion, immediately began preparations for the reconstruction of the production line, and lowered the price of OLED screens together with Dafeng Group.

At the same time, new news came from the marketing department.

"Chairman, according to the news just confirmed, China's BOE, Julong Optoelectronics, and Tianma Microelectronics all confirmed that they will build new production lines."

"They want to build an OLED production line?" Li Runyu subconsciously responded.

"No, it's the seventh-generation LCD line."

"Huh?" Li Runyu originally thought that Huaxia LCD screen companies might get together to produce OLED screens. With the technology provided by Dafeng Group, they can completely seize the future market that currently only has Dafeng Group and Samsung through technology licensing.

But the result surprised him a bit, "At this juncture, we are gathering together to build the seventh-generation production line. Is there any new trend in the home appliance industry, especially in the TV industry?"

"The market has been very stable recently, nothing special."

"Where are the TV manufacturers in China?"

"The life of Chinese TV manufacturers should not be easy. This year, the EU has increased trade sanctions on Chinese companies. Steel and home appliances are the core markets where Chinese home appliance companies are frequently affected by anti-dumping.

Although Huaxia has filed a complaint with the WTO, the EU has no intention of retreating. Even the Southeast Asian region has followed the EU to implement a series of measures including anti-dumping on Huaxia's home appliance industry in order to protect local companies.

It is said that the overall pressure of China's home appliance industry has been under great pressure recently. "

"What about China's domestic demand?"

"Domestic demand has indeed risen, but not too much."

Li Runyu was even more surprised, "During the financial crisis, Dafeng Group obviously focused on small-size LCD screens, when the entire large-size LCD screen market was just a helper.

Now that the impact of the financial crisis has passed, China’s large-size LCD screens are still lagging behind in terms of quality and output, and BOE and other companies have also lost a lot of money in the past two years. It is not reasonable to be so eager to build a seventh-generation line at this time.”

With doubts, Li Runyu continued to check the July market situation submitted by the marketing department, "In August, Huaxia mobile phone brands will get together to launch new models?"

"Yes, and this time there will be more manufacturers. Gionee, Changhong, and TCL will all enter the smartphone market. However, according to the current market news, this round of Huaxia mobile phones launched together in August is basically low-to-medium. phone."

Li Runyu suddenly had a thought, "Will brands like Huaxia equip Dafeng Group's AMOLED screens on mid-to-low-end mobile phones? If so, the market size of AMOLED screens will suddenly expand."

But Li Runyu thought about it and thought it was wrong, "If this is the case, companies such as BOE should build OLED factories. What the hell is Huaxia doing?"

A cloud of fog surrounded Samsung's head like this. They couldn't figure out Huaxia's tricks. This kind of passivity made Li Runyu and others feel extremely uncomfortable.

Since Samsung suppressed Neon Country and gained a firm foothold, no company has ever made them so uncomfortable.