Rewrite the Technological Landscape

　　 LCD panels are an industry that everyone thought at the beginning might not have a big impact. At the same time, there are also industries that everyone felt that the impact would be great at the beginning.

　　 First of all, it is the battery. The market's prediction of the battery is very negative, but soon everyone will find that this prediction is wrong...

　　 The reason why everyone had such a prediction at the beginning was mainly because the neon country battery material supplier was the hardest hit area, such as Kureha Chemical, which owns 70% of the world's key polymers for lithium batteries.

　　 Its plant in Iwaki has been closed since March 11. This plant is also the only plant of Kureha Chemical that produces polyvinylidene fluoride.

However, experts have overlooked one thing. There are many manufacturers that can produce polyvinylidene fluoride. Lithium batteries are just a small category. Kureha Chemical has taken it away from other companies to bother to fight, but now Kureha After the chemical supply was cut off, a group of polyvinylidene fluoride companies including the United States, Germany, and Denmark made some adjustments and passed the product performance test of the battery manufacturer, and the gap was quickly filled.

　　 And Huaxia companies also seized the opportunity, like Sanaifu directly increased the annual output of 3,000 tons to 10,000 tons, and quickly won BYD and other domestic customers through the improvement of front-end technology.

　　 And BYD said in a high-profile manner that BYD batteries will not have any impact, and will even further expand production. Of course, this expansion is to grab the neon battery market, especially Panasonic.

　　 Panasonic's LCD panel was completely suppressed by Dafeng Optoelectronics. Panasonic's plasma panel was accidentally hit by Changhong in 2010. Panasonic now only has the core pillar of lithium battery, but this has happened now.

If it is still the same as the previous life, Panasonic will lose nearly 6 billion soft sister coins this year, but Meng Qian estimates that this life should be more than that. After all, under the leadership of Dafeng Electronics, China Consumer Electronics is not the same as before, and BYD is even more successful. With the Dafeng Group’s rocket, the lithium battery business has grown by leaps and bounds.

　　From materials to technology to production capacity, BYD has everything, now going to the Panasonic market is just like playing...

　　 It was Samsung and LG that took the opportunity to grab the Panasonic market. Now BYD is about to fight Samsung and LG.

　　...

　　Compared to batteries, semiconductors are the real industry affected this time. The prediction is so, and the result is indeed the same.

　　 The first area that is obviously restless is the image sensor. Sony was once the global leader in image sensors. Because of this incident, Sony was forced to shut down the factory directly.

　　 At this time, the second image sensor, Samsung, could not sit still, and desperately tried to grab Sony's market.

　　The pattern of this world is that Dafeng Semiconductor becomes the leader in image sensors, Sony becomes the second child because of the technology, and Samsung becomes the third child.

　　 As a result, I heard that Samsung, which was vacant in the second market, still did not sit still, and announced in a high profile that it would increase investment in image sensors.

"The production line of image sensors has a long construction period and it is difficult to increase production. Because of the outbreak of smartphones, Samsung knows that we have been producing at full capacity, so we can't get the Sony market at all. Samsung will naturally take action." Regarding this matter, Meng Meng Qian analyzed this way.

　　 "Mr. Meng, since Samsung now attaches so much importance to image sensors, should we do any response?" The people from Dafeng Semiconductor have been uncertain about many things recently and had to consult Meng Qian.

　　 "Isn't it all said, the image sensor production line has a long construction period and it is difficult to increase production. If Samsung wants to invest, let them invest. It is estimated that Sony will recover before they are ready."

　　 "Can it recover? Now market sentiment is getting more and more pessimistic."

　　 Meng Qian looked at the employees in front of him, and didn't know what to say for a while.

　　 Now the biggest problem in the entire industry has evolved into not knowing how long the influence of Neon Country will continue.

　　Because of the unpredictability, all companies have been extremely cautious, especially when it comes to capacity issues.

　　 If the impact this time will last for a long time, then companies can’t brag about guaranteeing output or guaranteeing prices, because you can’t guarantee them later, and customers will find that you’re talking nonsense and can’t come to you to settle accounts.

　　 So most companies basically try to make their expectations a little pessimistic. If Neon Country really has another tsunami, then don't think about it this year.

　　 But in such a big environment, an outlier appeared.

　　 At the end of April, all domestic semiconductor material companies have basically completed the tests in Dafeng Group's companies, whether they can pass the certification, and the results have been released one after another.

Meng Qian took a look, and now almost 50% of the semiconductor materials can be made domestically, plus some of Dafeng Semiconductor’s own materials. Next, Dafeng Semiconductor should be able to achieve about 65% of the material localization, while the upstream equipment Because the localization started early, there are not so many classifications of materials, and the domestic production rate is close to 80%.

　　 can't be localized yet, so naturally we can only use the company's ability to compete with other semiconductor manufacturers.

　　On the eve of May 1st, Dafeng Semiconductor suddenly issued a statement stating that it can guarantee normal supply this year. This is the only major semiconductor manufacturer in the world that publicly stated its guarantee of supply recently. New 81 Chinese network update the fastest computer terminal: https://

　　 The market immediately shook as soon as the news came out. Intel, Samsung, and TSMC could not guarantee the production capacity. What guarantee does Dafeng Semiconductor make?

　　 "Has Huaxia achieve 100% material and equipment self-sufficiency?" This is Li Runyu's reaction, probably because Samsung has seen Huaxia's semiconductor development more closely in the past few years, and he dared to think about such outrageous things.

　　 But this time Li Runyu overestimated China Enterprise, and he didn't.

　　 "Could Meng Qian stock up material in advance?" This is Intel's reaction.

　　 Intel sent someone out to investigate and found that it was not true. Dafeng Semiconductor had indeed stocked more than ordinary companies. I heard that it had been stocking for more than 2 months, but Dafeng Semiconductor has maintained this habit for more than a year.

　　 After all, it is a semiconductor company that is in a period of rapid growth. Dafeng Semiconductor has money. It is completely said that it has been relatively large, especially for more than a year. It means that it is not suddenly done like this recently.

　　" Now that some extremely shortage of materials can guarantee 50% of the usual supply, it is already very good. For example, Intel can only talk about 70% of the supply at most, and Dafeng Semiconductor cannot be more than us.

　　 Even if they have three months of inventory, if they do this, they will guarantee a normal supply for half a year. What should I do after half a year?

　　Unless Neon Country can achieve at least 70% of material production capacity recovery in half a year. "

　　 "I think Meng Qian may be betting on whether the Neon Country can be rebuilt within half a year."

　　"Under this special situation, if Meng Qian wants to gamble, it is nothing more than to grab the contract, but because he is grabbing customers, the contract penalty will be much higher than normal.

　　 If he didn't bet right, he might have lost it. "

"Perhaps Dafeng Group has money, so it is going to lose it? It's a loss?" Someone said such a somewhat brainless sentence and immediately attracted the contempt of others~www.ltnovel.com~ The market is more than just losing money. It's as simple as that. A crisis in cooperation may be blacklisted forever in the future, and it will also cause negative reputation in the entire industry.

　　 Unless you can conquer the market with absolute product advantages, does Dafeng Group have this ability? Their guaranteed production capacity this time includes computer chips, and what they want to grab is also computer chip orders. "

　　 "Is it possible that Meng Qian is really a rebirth? Does he really know that the neon nation can be rebuilt in half a year?"

　　 "If he is a rebirth, wouldn't it be more straightforward to prepare materials in advance?"

　　 "Maybe he just thinks it's too easy to be a rebirth, deliberately?"

　　 "You think Meng Qian is a great dramatist!"

　　 Paul almost smoked with anger, "I don’t want our company’s executives to believe in such boring claims like those on the Internet! New 81 Chinese website update the fastest mobile terminal: https:/

　　 This will only make me think that you are evading problems, making excuses for your responsibilities, and it is a very boring excuse! "

Paul’s anger silenced the office, and at this moment, someone knocked on the door and delivered the latest news. “AMD just issued a notice and they confirmed that they have delivered a batch of chip foundries to Dafeng Group, and Dafeng Semiconductor Ensure the production capacity of this batch of AMD chips.

　　 AMD has released all sales at this moment, and they are coming at us. "

　　...