Rewrite the Technological Landscape

In the afternoon, a more subdivided meeting began, and everyone entered their corresponding conference room according to the subdivision field of their company.

Meng Qian was taken to a conference room full of leaders, here, Meng Qian will have the opportunity to express his views from an overall perspective.

"Several of them are the best in this industry. It is basically a certainty to focus on the development of semiconductor materials in the next five years. From the perspective of foundation and demand, we have to do this, so we want to hear from you. Do you have any more specific suggestions?"

Meng Qian glanced at the other people who were called into this meeting room, and didn't intend to make a grand finale, but was the first to speak, "I have a little suggestion, I think we can consider adopting it." In the battery industry, it has always been fighting against established international companies, using the integrity of the industrial chain to fight against the upstream industry of the neon country.

Although the neon country has the most complete semiconductor industry chain in the world, everyone knows that in the new era, the core semiconductor industry of the neon country has already focused on the upstream material layer, relying on the absolute right to speak of upstream materials and monopolizing pricing Power is the key to the current Neon Country's standing in the semiconductor industry, and it is also the place where the world fears the Neon Country's semiconductor industry.

Their complete industrial chain is the foundation laid in those years, and it is the premise to ensure that they will not be stuck by anyone. However, in the face of such a huge global semiconductor scale, in fact, the neon country has no ability to build from the entire industrial chain. Absolute advantage, the scale of global semiconductors at this time is no longer comparable to the scale of Neon Country when it was at the peak of the semiconductor field.

This is very similar to the situation in the battery industry before. In order to break the absolute monopoly of Neon Country in battery materials, the country has selected the leading enterprises in the upper, middle and lower reaches through policy subsidies and quickly opened up the entire industrial chain, winning pricing power and discourse. Quan, caught the Neon Kingdom by surprise.

I know that at that time someone asked whether the semiconductor industry could do the same, but the conclusion at the time was obviously no, because of two reasons, one is because the investment in the semiconductor industry was far greater than that in the battery industry, and there was no such large capital at that time. Support, on the other hand, because the semiconductor industry has more than 100 core subdivisions, far more than the battery industry, and it is much, much more difficult to establish the entire industry chain of the semiconductor industry than the battery industry.

But now I think we might be able to consider this strategy. "

"Mr. Meng thinks the time is ripe now?"

"I dare not say that I am mature or immature. I can only express my opinion. First of all, in terms of investment, I am an outsider in the overall domestic economic situation, so I won't talk much about it. But there is a situation before us. Our Dafeng Group In the field of LCD panels, it has made a lot of progress.

I didn’t dare to put all my eggs in one basket on semiconductors easily because there is still an industry that needs huge capital investment to develop. There is not enough capital in the first place, and it is even more difficult to burn money on both sides.

But now our Dafeng Group has achieved a certain international status in the field of LCD panels, especially in the field of mobile phone screens. It can be said that we have surpassed Neon Country and Korea to become a leading enterprise. Next, our domestic LCD screens at least do not need to continue In a state of long-term passive losses, this can be regarded as benefiting semiconductors from the side.

Looking at the industry itself, in terms of semiconductor downstream applications, ZTE and Huawei’s communication technology has been recognized by the world in recent years, Huaxia home appliance companies have aggressively entered overseas markets, BYD and Geely Automobile are undergoing rapid transformation and upgrading, and our Dafeng Group has launched Two high-end electronic consumer products, ancient computers and Hongmeng mobile phones.

The development of the downstream application industry directly promotes the midstream manufacturing industry. Not only can we see the Hongmeng processor and camera sensor of our Dafeng Group, Huawei, and Ziguang are also rapidly deploying. Several major domestic appliance companies are also entering the semiconductor industry across the board. Industry, and finally look at the upstream supporting industries. We have world-leading photolithography machines, evaporation machines, and rapidly rising single crystal furnaces and testing equipment. The main weakness we have now is the backwardness of materials.

But now we are preparing to vigorously support, isn't it upstream materials?

From my personal point of view, perhaps only China is the only country that has the ability to build and maintain a complete semiconductor industry chain advantage. "

"Doesn't the United States have this capability?" Someone immediately raised this question.

"If the United States does it, I believe that the United States has the ability, but now the United States is not a question of ability, but a question of attitude. We can see that although the United States has begun to call for the return of manufacturing in the past two years, it is for the greatest benefit. In fact, it is still a state of emphasizing R\u0026D and ignoring manufacturing.

Moreover, the United States is not so obsessed with the whole industry chain because it has too many cards to play. We can see that the United States is currently developing in the entire upstream, midstream and downstream.

Of course, this is the advantage of the United States. He does not have to work as hard as we do to build a complete industrial chain, but what if the United States declines one day? What if one day the support of the United States in other fields collapses?

In my opinion, when the United States will become the biggest threat is when they start to be prepared for danger in times of peace.

And when it comes to this issue, I have to bring up another reason why I think we can adopt the industrial chain strategy at this time, because in the past we still lag behind in that although we are a big manufacturing country, we belong to low-end manufacturing. Now It just so happens that our industry is upgrading.

The layout of the entire industrial chain + industrial upgrading, I think it is a pity not to give it a go at this time. "

After discussing for a while, someone raised a question, "Because semiconductor materials are more subdivided, there is another problem, that is, the market in multiple subdivisions is not large. We are now catching up, and the future profit of a single subdivision will It will not be too high, which is a point that must be considered for enterprises."

"First of all, it depends on how much support can be given in terms of policy. The greater the support, the stronger our foundation will naturally be.

In addition, when we go to the United States and Korea, we will find that companies that can make semiconductor materials well are most likely to be companies with a relatively solid foundation, and they will not only do materials.

The past few years have been the stage of big waves washing the sand. After the leader is out, I think it is completely possible to make a targeted support plan. After all, everyone has to take on the task, right? "

Someone then asked, "Since the big waves are washing the sand, how much confidence does Mr. Meng have in the domestic upstream material suppliers? The development space of materials is really very small. We have to plan, and the scale is very important."

"As long as the industry chain goes hand in hand, I believe we will see gold. As for the next five years, I think we should focus on domestic demand first.

First build up the industrial chain internally, lay a good foundation, and then go out later, step by step, to become bigger and stronger.

Get out of our Chinese semiconductor dynasty in a down-to-earth manner. "

Meng Qian's last sentence seemed to be an understatement, but it made many people's hearts boil.

But when Meng Qian pinned his hopes on everyone, he didn't realize that everyone looked at him with respect in his eyes, because looking at the entire semiconductor industry chain, Dafeng Group single-handedly selected the upstream lithography machine, Evaporation machines, silicon wafers, midstream Hongmeng architecture, chip manufacturing, high-end CMOS sensors and downstream Hongmeng mobile phones, ancient computers.

China's semiconductor industry can give it a go today, the core of which is the solid foundation laid by Dafeng Group for everyone.