Countercurrent 1982

Chapter 1552 Historical intersection
Entering July, Telling Group has received more than 7 million US dollars in orders, and another 3000 million US dollars in patent licensing fees. In just one month, it has received a total of more than 2 million US dollars in foreign trade orders. This figure can Said to be quite astonishing.

You know, since Duan Yun and Toshiba jointly established this chip factory, the total profit has reached more than 6000 million US dollars in nearly three years, and now one month is equivalent to the total orders of the past three years. It was a huge commercial success.

In fact, the reason why Duan Yun was able to win a big victory is that on the one hand, the performance of NAND flash memory chips is really excellent. Since the previous generation of flash memory chips were applied to IBM computers, because of the reasonable price, the overall performance of PCs has been significantly improved, so The second-generation NAND flash memory chip has become the standard configuration of most computers in the world, especially computers in some European countries. It can also follow the pace of the US PC industry and establish business relations with Tianyin Group.

On the other hand, Duan Yun can also be said to be the lucky one in international competition. In fact, Japan’s storage chips have been in the global hegemony position for a long time. The rapid rise of the yen against the US dollar has also caused a severe setback to Japan's exports. In addition, the United States has also imposed anti-dumping sanctions on Japanese chips, which have weakened the competitiveness of Japanese storage chips to a certain extent.

Also, at a higher level, the United States has begun to deliberately support the Korean semiconductor industry, transferring some funds and technology to South Korea, so that it has grown rapidly in a short period of time, especially in low-end chips, which have already Completed the catch-up of Japanese companies.

In fact, even in the late 90s, Japanese storage chips were still of the highest quality in the world, but the final decline of the Japanese chip industry was actually due to its high quality.

Japan is a vertical country. After identifying an industrial development path, it implements this path to the extreme. It has never thought about a horizontal development strategy. For example, in the field of storage chips, the development trend of the world's chips is gradually accelerating. Consumer products are close, and the service life of an electronic product is about 5 years, while Japanese chips still strictly implement the use standard of 25 years, which makes the cost much higher. Coupled with the appreciation of the yen, it gradually loses competition in the market force.

At that time, South Korea’s chip yield was only about 80%, while Japan’s storage chip pass rate was as high as 98%. It met the market demand, so it eventually replaced Japan and became the overlord of the world's storage chips.

Duan Yun will not follow the old path of the Japanese. What he needs to do is to strike a balance between price and quality, especially in terms of price. As a company in mainland China, facing developed countries such as Europe, America and Japan, product prices are The most simple and direct means of competition.

After receiving a large number of orders in a short period of time, production capacity has become a problem facing Duan Yun.

At present, Tianyin Group's annual chip production is 1.2 million to 1.5 million pieces, which is already running at full capacity 24 hours a day, most of which are low-end chips, mainly used in learning machines and repeaters. For the four lithography machines purchased by Mai, Duan Yun built two new production lines using related domestic equipment provided by the Ministry of Electronics Industry. Because the process of the first-generation NAND flash memory chips is more complicated, the production capacity is not enough to meet the current requirements. Arrived order.

In fact, Duan Yun can take fewer orders when the production capacity is insufficient, but in the end he chooses to accept all of them. The main reason is that the mass production of the new generation of NAND flash memory chips is a major opportunity for Duan Yun. With this opportunity, Tianyin Group can become an international chip giant in about 2 to 3 years at the earliest, and can occupy a large share of international storage chips.

But if Duan Yun does not accept so many orders, then these extra orders are likely to be transferred to Taiwan, South Korea and Japan, because in terms of the research and development capabilities of these three regions, they should soon be able to make products with similar performance. At that time, Duan Yun will not only be forced to give up part of the market, but also allow these competitors to be continuously strengthened.

Go your own way and leave others nowhere as much as possible.

It can be said that the current situation of Tianyin Group is the most important opportunity for Chinese enterprises in recent decades. Duan Yun's current chip delivery order has been scheduled until the middle of next year, so he must establish 2~3 new production lines as soon as possible. , and it is the most advanced one-micron process production line.

With the strong support of the Ministry of Electronics Industry and the SZ Municipal Government, as well as the continuous investment in the past few years, domestic chip equipment has also developed rapidly. Although the lithography machine has never broken through to the level of the one-micron process, other The equipment includes single crystal furnace, etching machine, plasma implanter, slicer and other equipment, which are very close to the international advanced level and can be used to produce one-micron process chips.

Among them, the Shanghai East China Computer Technology Research Institute has achieved fruitful results. They have joined forces with Shanghai Component Factory 5, Shanghai Electronic Tube Factory, Shanghai Radio 14 Factory and other enterprises to form the Shanghai Electronics Industry Base, which was already the center of China's electronics industry in the 80s. One of the two bases in the north and the south.

The new etching machine developed by them has reached the international advanced level. It can complete the etching process of 0.8 micron process chips, and the automation level has also improved compared with the previous generation. At present, Duanyun's two new production lines are using Shanghai Huadong Computer The Institute makes etching machines.

In fact, the chip industry at that time was far less complicated than later generations, and there were many senior talents in this field in China. The income also releases the potential of these high-end talents.

However, in the field of lithography machines, domestic optical lenses are still not up to standard, which has become a stumbling block for Chinese lithography machines to catch up. It is precisely because of this that Duan Yun has set up relevant optical laboratories abroad in advance. The purpose is to break through the bottleneck of the optical lens.

Although in Duan Yun's view, with the continuous increase in R&D investment, the domestic lithography machine should soon achieve a major breakthrough, but it is far from being able to quench the near thirst. Faced with the large number of orders that have been signed, Duan Yun still needs a long time. Batch off-the-shelf advanced lithography machines to expand the company's production capacity...

(End of this chapter)