Rebirth: It’s Like Flowing Water

Qi Lei really doesn't know much about the company BOE, and Wang Dongsheng is very similar to Qi Lei in many ways.

It also belongs to seize the opportunity to start from scratch and rise rapidly. Even the habits are similar, and they all like - buy, buy, buy.

BOE was established in 1993, that is to say, it is not like other companies in the Chinese semiconductor industry. Most of them are in their infancy at this time, and they have a history of ten years.

The foundation comes from the Jingcheng Electronic Tube Factory, which is one of the more successful state-owned enterprises.

In 1993, Wang Dongsheng worked in the Jingcheng Electronic Tube Factory. He rejected the invitations of many large companies and mobilized the employees of the electronic tube factory. 2,600 employees raised 6.5 million yuan in seed funds and established Beijing BOE Electronics Group Co., Ltd.

And under the leadership of Wang Dongsheng, it turned losses into profits that year.

In the early days, it mainly cooperated with Japanese companies to process electronic components.

In 1997, it began to set foot in the field of display terminals, that is, began to build displays. And established a joint venture with Taiwan's TPV Technology Co., Ltd. Dongfang TPV Electronics Co., Ltd.

After that, BOE packed its main business into display terminals, and made the desktop computer monitor business the world's first.

One thing to say here is that BOE's monitors sell well, and Qi Lei knows it.

However, that is the old big head display and the early flat-screen display, and the OLED used in the mobile phone panel is completely two things.

Therefore, this point did not enter Qi Lei's field of vision.

In the 1990s, although BOE's products sold well, it did not have any remarkable technology.

The turning point appeared in 2003, which is also the current time node.

2003 can also be said to be the craziest year for BOE.

First of all, South Korea's Hyundai Corporation was burdened with heavy debts due to the financial crisis. In order to keep its core semiconductor business, it was preparing to sell its HYDISTFT-LCD business.

Among the international competitors, BOE had the last laugh, eating up the business at a cost of 350 million yuan.

Then, not long ago, Baodao TPV, which had previously cooperated with BOE, was also successfully won by BOE, and BOE became the largest shareholder of TPV.

Note that it is not the two partners of Dongfang TPV, but the parent company of Baodao.

This company is an international company in the agency and design of computer monitors, and it plays a pivotal role.

Then, also this year, and just a few days ago, when Qi Lei and Paulson were hunting Nikon, Wang Dongsheng also picked up a leak.

Nikon has a majority-owned, cutting-edge studio based on TFT panel technology, which is a subsidiary of Nikon.

Paulson's acquisition of Nikon must optimize assets. This subsidiary belongs to cutting-edge technology and has no commercial value for the time being. Desheng's asset accountants did not report to Paulson and sold it directly.

In the end, it was cheaper for Wang Dongsheng, and he received it without spending a few dollars.

"Mr. Qi, let me tell you this, although BOE has not yet achieved commercialization in the field of liquid crystal displays, in fact, our R&D investment in liquid crystal displays began in 1994!"

Qi Lei was startled, "94 years?!"

"Yes!" Wang Dongsheng laughed, "At that time, the liquid crystal displays in the world had not yet been commercialized, and we were already planning them."

"Although I have been doing it for ten years, I am still behind, but there are definitely not many behind!"

"But it's different now. Now BOE has acquired the liquid crystal technology of Xinghua, TPV, and Nikon subsidiary, and we have the full-coverage intellectual property rights of HYDIS."

"Including TFT-LCD application technology, design technology and manufacturing technology."

(TFT-LCD is the most advanced liquid crystal display technology at present)

"Our fifth-generation LCD production line has been implemented, and it can be put into production in one to two years. And it will be an international standard as soon as it is born, so there is absolutely no shame!"

Wang Dongsheng, "It's not a big deal. In the field of display panels, China is not inferior to foreign countries at all!"

Qi Lei, "…"

To be honest, he really doesn't know, is BOE so good? Are you looking down on people?

In fact, I don't blame Qi Lei. His understanding of BOE in later generations seems to be catching up. What kind of display panels can be produced next year, and the production capacity can be reached immediately.

The impression to Qi Lei is that BOE seems to be a lot behind.

How could he know that BOE can't do Samsung on mobile phone panels, the production capacity has been insufficient, and the yield rate has not improved. The main reason is not the backwardness of technology at all, the reason is... in Tokki!

The manufacturing of display panels is actually very similar to the situation of chip manufacturing. The chip is an ASML company that is stuck, and you can't produce high-end chips if you can't get a first-class EUV lithography machine.

The same is true for panels, Tokki's vapor deposition machine is the absolute key to the panel industry. Without Tokki's vapor deposition machine, your yield rate, as well as high-end panels, cannot be produced.

BOE is in such a predicament, because in the original time and space, in the early days, Samsung contributed money and helped Tokki to complete the research and development of the evaporation machine. Therefore, when Tokki's high-end vapor deposition machine came out, it was only supplied to Samsung, and this time was too much compared to EUV lithography machines.

When the EUV lithography machine first came out, it could also be supplied by TSMC. However, other chip manufacturing companies can at least share one and a half. But Tokki's vapor deposition machine was monopolized by Samsung for seven or eight years.

Eight years later, BOE ranked first.

Seven or eight years! Can Samsung not rule the panel market?

At this time, Qi Lei became interested, "Then what Mr. Wang meant, how do you want to cooperate?"

Hearing this, Wang Dongsheng couldn't hide his smile, and suddenly became formal, "Mr. Qi, I formally invite you to cooperate with Tokki Company in an all-round way!"

"We can give Tokki all our vapor deposition machine orders, and fund a part of the funds, and then provide some technical support within our ability to help Tokki complete the research and development of a new generation of vapor deposition machines."

"As for the conditions..."

Wang Dongsheng paused, but Qi Lei answered for him, "The condition is that Tokkir

After the evaporation machine is commercialized, should the supply of BOE be guaranteed first? "

Wang Dongsheng was taken aback, Qi Lei guessed it?

How could he know, how could he have guessed this, this is a routine for your panel manufacturers.

In the past life, Samsung also played like this, monopolizing the order of evaporation machines, and monopolizing the panel manufacturing industry. In this life, you are here again!

Although Wang Dongsheng is not as greedy as Samsung, he just wants to ensure that his company does not encounter difficulties on the evaporation machine, but the nature is the same.

how to say?

It is also normal. The know-how of an industry is best understood by people in this industry, and many ideas are common.

Why can the evaporation machine and the lithography machine get stuck? Not only China, but companies in the industry all over the world are stuck?

Because it is important!

There is only one exit on a highway. You must pass through here, and there must be a toll booth here.

No one is stupid, it's obvious at a glance, either you are stuck with me, or I am stuck with you.

So the question is, can Qi Lei accept Wang Dongsheng's proposal?

"Haha." Mr. Qi smiled grimly, but instead of answering Wang Dongsheng, he copied the phone.

"Uncle Bei, come back, I have a surprise for you!"

Wang Dongsheng didn't know who Qi Lei was referring to as Uncle Bei, and thought that the conditions he put forward were not enough, "Mr. Qi, if you have any other requirements, feel free to mention them. We at BOE will try our best to meet them."

Qi Lei did not answer him directly, but he suddenly asked, "Mr. Wang, are you interested in the technical route of OLED panels? If so, then we can talk."

"And not only can we talk, I'll add one for you!"

Wang Dongsheng was puzzled, "OLED? This is a more advanced display technology than LCD. BOE has no plans for the time being."

However, he doesn't think about whether he has a plan right now. As long as there is a prospect, it can become a plan without a plan. He is curious that Qi Lei will add another one to him.

"Add what?"

Qi Lei, "If you help Tokki develop a vapor deposition machine, and are willing to invest in OLED, within eight years, I will only sell you the vapor deposition machine, not give you priority!"

"Mr. Wang, be more ambitious, I will let you monopolize the world's OLED panels!"

Wang Dongsheng, "???" is a little confused.

Qi Lei's answer was too sudden and wild.

monopoly?

What kind of trick is this? Didn't quite understand.

Of course he didn't know that the young man sitting crooked in front of him, with a skewer in one hand and a big green stick in one hand, was not a simple businessman, he had bigger goals.

It was said earlier that BOE is so good in the field of display panels?

I said earlier that Qi Lei would not be so worried.

Before, Tang Xiaoyi and Qi Lei talked about Tokki, let him serve snacks, it's time to make plans.

Byron is also stupid and suggested that he buy Samsung's panel business, which is also a package with Tokki. Qi Lei didn't care much at that time.

Because Byron is bullshit, where am I going to buy Samsung for you?

And other plans are also unreliable, also belong to the technology island, there is no supporting.

Okay now, so BOE has this strength? Truly a surprise.

But it’s not surprising that Qi Lei’s knowledge is short. BOE is still mainly engaged in the production of electronic tube displays. The LCD display is only in the layout, and few people know that their TFT-LCD technology reserves are already world-class.

If it wasn't for Wang Dongsheng who took the initiative to come to the door, even Lao Qin didn't know much about this matter. After all, Lao Qin didn't have so much energy to pay attention to everything.

Moreover, displays are a marginal industry in the semiconductor industry, and the connection with smartphones is not as close as in later generations.

The current display business is mainly linked to the field of computer display and home appliances. How can mobile phones use this stuff?

Moreover, Wang Dongsheng was indeed shocked.

He thought that TFT-LCD technology was advanced enough. You know, Japan and South Korea are undoubtedly the most advanced in this regard.

However, LCD monitors in Japan and South Korea were only commercialized in 2001, and it has only been less than two years now.

As a result, Qi Lei's mouth is OLED! ?

What's the meaning? He's not going to use an OLED panel on his smartphone, is he?

The smartphone concept map of North American Three Stones is now available all over the world, and it has always been a hot topic in the technology circle.

Wang Dongsheng had seen it and knew that a display panel that was different from traditional mobile phones would be used. He felt that the LCD panel would be the best.

It turns out that Qi Lei's heart is more wild, he is going to OLED.

At this time, Wang Zhendong, who has been "accompanying chat", was also a little surprised, "OLED? Can you use OLED?"

He also thought to use LCD!

The first reaction was to look at Wang Dongsheng, "OLED technology, can you do it? How long will it take for you to join the R&D plan to produce results?"

This is a half-baked, uninformed layman's question.

Wang Dongsheng smiled, which tested his ability to adapt on the spot.

Wang Dongsheng had a hunch that if he said that OLED could not be done, the discussion would basically collapse today. Just looking at Mr. Qi's eyes, he knew that he was determined to use the best.

"Is this..." Instead of answering Wang Zhendong's words immediately, he pondered for a moment.

"It's difficult, but... I can do it!"

When Wang Zhendong heard it, before he could react, Qi Lei took a step forward, "Mr. Wang, this is not a matter of smacking your chest and gritting your teeth. To tell you the truth, it not only involves OLED projects, but may also involve more domestic industries. so…"

When Wang Dongsheng heard this, he didn't even think about it this time, "Mr. Qi, I can tell you clearly, I can do it!"

It can really be done, Wang Dongsheng didn't talk big, and if he wants to explain why he can do it, he has to start from the beginning.

Moreover, the multi-professional perspective has to be said separately: TFT

, LCD, OLED.

TFT refers to thin film transistor, which is a panel technology, not a display technology.

LCD refers to an active matrix display technology. A special light pipe is set on the TFT panel to form a display matrix, and a layer of backlight is added to "actively" control each independent pixel to display an image.

OLED, on the other hand, does not require a backlight and uses a thin coating of organic materials and a glass substrate as the display source. It is also a display technology based on TFT panel technology.

That is to say, both LCD and OLED are implemented under the TFT panel technology and belong to two different display solutions in the same technical direction.

And because OLED does not need a backlight, it can be made lighter, thinner, and has a larger viewing angle than LCD display technology, and can greatly save power.

Compared with LCD, there is one layer of backlight less, and organic materials can be made thinner, and the lack of a layer of light source can save power. These characteristics are perfectly matched to smartphones.

Of course, the R&D and manufacturing of OLED is more difficult and the technical requirements are higher, which is beyond doubt.

Including, why Tokki's vapor deposition machine is so important, and here's why.

The manufacturing difficulty is too great, and the requirements for equipment are higher. Only the tokki evaporation machine can achieve a higher yield in later generations.

Apple even stipulated that only OLED panels made with tokki evaporation machines can become Apple's suppliers.

Apple doesn't even ask panel makers much, but imposes strict requirements on what equipment manufacturers use.

Back to the question of whether BOE can engage in OLED, it is simple and clear.

In any case, LCD or the more advanced OLED is just a branch technology under the TFT panel. BOE has a full set of TFT intellectual property and technical reserves, of course they can do it!

It's just that Wang Dongsheng really doesn't understand it. He thinks you are just a mobile phone. Do you want to be so critical?

The limitations of the times made him think that LCD screens are enough. Does UU Reading www.uukanshu.com need OLED?

"Mr. Qi, do you really want to do OLED? Are you making a fuss?"

I don't know whether to laugh or cry, "To be honest, if Sanshi is making a high-end brand LCD TV, then OLED is justifiable and worth a toss. However, a mobile phone..."

Well, in the eyes of the natives, making high-end TVs is more complicated than making mobile phones.

A mobile phone is a mobile phone. If you can make calls, you have a few novel functions.

After all, it's just for phone calls!

…

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