Rewrite the Technological Landscape

On April 12, the accident at the Fukushima Daiichi nuclear power plant was rated as level 7, the same level as the Chernobyl nuclear accident.

At the same time, the middle and lower reaches of the enterprises have begun to cut off materials in a large area.

Most semiconductor and panel companies usually have a stock of spot materials for about one month, so if the reconstruction problem can be solved within one month, plus various schedules within one month, the impact will be relatively small. After one month, Ni The longer the recovery period on Hongguo's side, the more companies will get into trouble.

This month, everyone has been paying attention to the news from the Neon Country, looking forward to their rapid reconstruction. There is one thing to say, the reconstruction work of the Neon Country is still very active, and the recovery speed is also very fast, but the disaster is really serious , more or less have more than enough energy.

At this time, various media and analysis agencies are dispatched. The job of the media is to attract attention, so there are all kinds of messy statements. In fact, some media say that there will be a tsunami in the Neon Country. Don’t even think about it this year. Although I don't know how this statement came about, it even seems a bit like collecting money to deliberately suppress the neon country, because this statement has actually spread.

There are quite a few people who believe it. After all, no one knows what the future will hold, and generally speaking, pessimism is intensifying, because people have a natural reaction to think about the bad, so that no matter what happens later It is better to accept, including enterprises. It is better to lower user expectations first and surprise them in the end than to give them great expectations now and then nothing can be fulfilled.

And for some companies, this incident is not entirely a bad thing, such as the LCD panel industry.

Now various analysts are talking about two things. One is that the large-scale shutdown of LCD panel production in Neon Country will not have much impact on the world, because the current LCD panel industry in Neon Country is almost weakened, and only A market share of 15% is already considered high. In the previous life, there were only 12% left, so this market share will not affect anything.

The second is that the liquid crystal panel material suppliers in Neon China have an impact on the production capacity of liquid crystal panels, so the production capacity cannot be increased.

These two statements seem to be contradictory, but after a careful analysis, it turns out that it is tricky. The LCD panel of the Neon Country can be completely replaced, but the material problem of the Neon Country has affected the production capacity. The result is that other LCD panel companies can To replace the LCD panel company in Neon Country, but because of insufficient production capacity, more money has to be added.

Who released this kind of public opinion? Everyone has figured it out with their toes, but in the previous life, even if everyone saw through it, there was no way.

However, some people don't seem to realize that the situation in this life is different. In this life, it seems that the market share of Neon Country is very close to that of the previous life, but the nature of the products is very different.

You must know that Sharp was acquired by Dafeng Group, and Sony’s cooperation with Dafeng Group is a bit of a rebirth, so at this time, half of the 15% market share of Neon Country is in the high-end market.

In the high-end market, Nihong Guoneng has such achievements, and it basically depends on Sony.

Ever since.

"Mr. Meng, the reservations for LCD high-end screens have doubled." Now Meng Qian needs to know the latest market data every half a month.

Everyone is indeed looking for a replacement for Sony’s screen, but what everyone is looking for is Dafeng Optoelectronics, because Dafeng Optoelectronics and Sony’s LCD high-end screens use the technology of Dafeng Sony Optoelectronics, and the manufacturing technology is similar. There is basically no difference and can be a perfect replacement. , and for now, their products are better than Samsung's.

The sales volume of Sony's large-size high-end LCD screens has always been higher than that of Dafeng Electric.

Not to mention Taiwan Province, as long as they can use products from Neon and Korea, they will not use products from mainland China.

But now, if you don’t need it, then don’t think about your high-end downstream products. Of course you can choose Samsung, but you have to be prepared for user dissatisfaction.

In the past, the out-of-stock market on Sony's side could only choose Samsung and LG, but now the out-of-stock market on Sony's side really wants to suppress Dafengfeng, so it chooses Samsung and LG.

"What's Dafeng's thinking now? Is it going to increase the price?" He Yating will contact and report the market data every half a month. Meng Qian didn't directly contact the marketing department of the subsidiary company. It is said that he is now You shouldn't meddle too much in the affairs of the subsidiary company. In fact, there are some things that only a reborn person knows, so it's impossible not to intervene.

"Well, now the entire semiconductor and LCD panel industry is raising prices, and the market can accept the price increase at this time."

"You go and tell them not to raise the price, but to sell at the original price, but ask them to increase the purchase quantity and purchase time."

"No price increase?"

"Um."

Naturally, He Yating couldn't guess Meng Qian's thoughts, and he didn't try to speculate. The reason why Meng Qian did this was because the incident was now in a panic stage, and everyone couldn't predict the future at all, but Meng Qian was Those who know the future, still say the same thing, the reaction of Neon Country is still very fast, and it will basically start to recover slowly in a few months, so it is not very meaningful to grab high-priced orders in the past few months.

According to the development of the previous life, the increase in price is more due to the reduction of production by downstream companies. Many downstream companies have struggled for half a year, and then the neon country has almost recovered, especially in this life. High-end LCD panels , The demand for high-end products is not great.

So it’s better to establish the habit of some new users and take the opportunity to quickly build the reputation of the product in Omi. When Sony recovers, they still have to continue to buy Dafeng Solar’s ​​products due to contract reasons, and because now everyone doesn’t know how long it will take. So as long as the price does not increase, there must be people who are willing to sign long-term contracts.

As for mid-to-low-end LCD screens, Samsung and LG used to be the main attack direction in the past, but they also chose to raise prices. The situation is different in this life. During the LCD panel war last year, BOE and other companies began to build their own high-end lines. , and just recently, 7 high-generation lines of LCD screens were built in mainland China. In early March, some experts criticized that there were not so many orders for them. This is a waste of money. Isn’t this an order?

Then, Li Runyu went crazy again, "With the supply cut off in the Neon Country, the price of LCD panels will not only go up but actually go down?!"

"The 7 high-end production lines in the mainland have been fully started immediately, plus the previous production lines, plus Huaxia's employees working overtime and desperately, directly plugging the gap in the Neon country."

In this change in the LCD panel pattern, the low-end and large-size LCD panel field is likely to become a point of real reshaping. After all, the whole world knows that for low-end and mid-range products, once China has mastered the mass production technology and the quality If you meet the standard, then basically nothing will happen to others.

This time, as long as BOE and other companies can make their products well, as long as they can get the market’s approval, they will wait for the Neon Country to recover and start a business war, so that the market can feel what is called the king of cost performance, not only the Neon Country In the market, Korea's low-end LCD panels are also ready to tremble.

"No, where did they get the material guarantee?!" Li Runyu immediately raised a key question.

Recently, Samsung's production capacity is really limited because of the material. Some materials are highly dependent on Neon Country, and some of them are very seriously affected at the moment.

For example, anisotropic conductive adhesive, just one Hitachi chemical has occupied more than 50% of the global market. This thing is absolutely leading in Neon Country. Samsung deliberately went to two other companies to supply it at the same time, but Hitachi The formed anisotropic conductive adhesive still accounts for nearly 50% of Samsung's material demand.

The anisotropic conductive adhesive is one of the major materials affected this time, and at this moment, the Neon Country is basically equivalent to a broken material.

Fortunately, there are two other suppliers who can slowly adjust the goods, but only slowly. Everyone is scrambling for materials, and the two companies can't produce so much in a short time.

Therefore, it is completely wrong for the mainland to have such a large output at this time. Compared with Samsung, BOE and other companies should have no place to buy materials. Now the world is scrambling for materials. What about their low prices?

The head of the marketing department of Samsung Electronics said with a bitter face, "Didn't Dafeng Power have been building an internal industrial chain, and in the process of building the internal industrial chain, the priority materials happened to be including anisotropic conductive adhesives. Several materials that have been in short supply recently due to the Neon Nation incident”

Li Runyu felt that he had heard a joke, "It just so happens? Such a coincidence? Could it be that Meng Qian knows fortune-telling?!"

Not to mention that Li Runyu thought it was a joke after hearing it, and it was directly on the hot search in the next few days, which aroused heated discussions in the market. Everyone thought it was unbelievable. It is a coincidence that Dafeng Electric is just staring at the development of materials in the internal industry chain. With regard to the research and development of several materials that have been most affected this time, where do you go to reason about this matter.

And what's more coincidental is that these materials have recently started mass production. Another interesting thing is that some materials that rely heavily on Neon Country but Dafeng Group and Huaxia Material Suppliers are unable to produce, such as glass substrates. The newly built production line actually chose Corning of the United States as the material supplier instead of Neon China as the supplier.

Everything seems to be pointing to one thing, Meng Qian knows that a big earthquake will happen in Neon Country recently.

Meng Qian's reincarnated character set has been hyped up again, and even world-class media such as "Reuters" have used "Real Reborn Meng Qian? ! "Such a title.

But even if all of Meng Qian's preparations this time make people feel a little too precise, so what, don't say you don't admit to rebirth, even if you admit it, others won't know whether you are joking or serious.

Of course, as things got worse and worse, Dafeng Group made an official response to various speculations on the Internet, which meant that the company was just preparing to start mass production competition in these industries, and it happened by coincidence.

The reason for choosing these materials is because the neon country has a serious monopoly, so I want to break through. Isn't this reasonable?

Well said, it seems reasonable

But no matter how everyone speculates and ridicules Meng Qian, there is one thing that is gradually becoming everyone's consensus. In a few months, the global LCD panel pattern is likely to change further.

Koryo and Taiwan Province, who were planning to take the opportunity to jump, are afraid that they won't be able to move too much.