Rewriting the Technological Scenario

In the afternoon, a more subsequent meeting begins, everyone entered the respective conference rooms according to the segment of their own business.

Meng Qian was brought to a meeting room that was full of leaders. Here, Meng Qian will have the opportunity to say his own view from the global perspective.

"Several one is the leader in this industry, and the five years, the development of semiconductor materials is basically already the nail, from the foundation and demand, we have to do this, so we want to hear you. View, is there some specific suggestions? "

Meng Qian looked at some other people who were called into this conference room, did not have the meaning of the axis, but directly grabbed the first opening, "I have a little suggestion, I think we can consider using It has always been playing the model with the international old company with the international old company, with the integrity of the industrial chain to replace the upstream industry.

Although neon has the world's most complete semiconductor industry chain, everyone knows that in the new era of neon semiconductor core industry has already put the center of gravity in the upper reaches of the upper reaches, relying on the absolute words of the upstream materials and monopolizing pricing The right is the key to the current neon country standing in the semiconductor industry, and is also a jealous of the world's neon semiconductor industry.

Their full industrial chain is the foundation of the year. It is to ensure that they will not be premised by anyone's neck, but in the face of such a huge global semiconductor scale, in fact, neon is not able to build from the whole industry chain. Absolute advantage, the global semiconductor scale is not the same as the scale of neon countries in the peak period of the semiconductor.

This is very similar to the previous battery industry, in order to break the neon country in the battery material, the domestic and lower resection of the big wave is boosing the middle and lower reaches, the price is quickly opened, and the pricing rights and discourse The right, the neon is no longer.

I know that someone will play a semiconductor industry can also play like this, but the conclusion that the conclusion is obviously not, because of two reasons, on the one hand, because the investment in the semiconductor industry is far greater than the battery industry, there is no big funds at the time. Support, on the other hand, because there are more than 100 core segments in the semiconductor industry, far exceeding the battery industry, to establish a total industry chain in the semiconductor industry, which is difficult than too much than the battery industry.

But now I think we may consider this strategy. "

"Meng always thinks that the time is mature?"

"I dare not say that maturity is not mature, I can only say my opinion, first from investment, the overall economic situation in China, I don't talk more, but there is a situation in front of you, our wind group There have been a world in this field in the LCD panel.

I didn't dare to get it easily on the semiconductor. It is also because there is also a liquid crystal panel that needs to be developed. It is not enough for the funds. It is more difficult to burn on both sides.

But now our strong wind group has achieved certain international status in the field of LCD panel, especially in the field of mobile phone screen, can say that we have surpassed the neon and Gaoli becomes a leader, and we will continue to continue at least without continuing This is also a semiconductor from the side to a long-term passive loss.

Repropted the industry itself, from the shortcoming of semiconductor, this year, the communication technology of Zhongxing Huawei has been recognized by the world. Huaxia home appliance enterprises entered the overseas market, forced Europe, continuous use of trade, BYD and Geely cars are rapid The transformation is upgraded, and our strong wind group has introduced two high-end electronic consumer goods of the ancient computers and Hongmeng mobile phones.

The development of the downstream application industry is the midstream manufacturing industry. We can not only see the Hongmeng processor and camera sensors of our wind group, and the Huawei, the violet is also fast layout, and several domestic home appliance companies are all entered the semiconductor. Industry, finally look at the upstream support industry, we have the world's leading photolithography, vapor-wide, and fast-rapidly rising single crystal furnace, test equipment, we are mainly poor, is the backwardness of the material.

But now we are preparing to support it, isn't it the upstream material?

From my personal point of view, there is currently the ability to build and maintain a semiconductor complete industry chain advantage, perhaps only our Huaxia. "

"Is there no such capacity?" Some people immediately put forward this problem.

"If I do it, I believe that Mi State has this ability, but now the country is not a problem, but the attitude of the attitude, we can see that although the two years of rice has begun to make a return, but the maximum Chemically, it is still a state of re-developing lightly.

And the rice country is because there are too many cards that can be played in his hand, but it is not so persistent in the whole industry chain. We can see that the country is currently in the middle of the middle, and has been picking the core. Their strategy is Seize the core and then build an absolute advantage by relying more thanks.

Of course, this is the advantage of rice, he doesn't have to go to build a full-industrial chain like us so hard, but if one day, the country declined? If one day, the country is collapsed in other fields?

In my opinion, when is the big threat to the country, it is when they start to live in danger.

And I have to mention another reason I think we can use the industrial chain policy at this time, because in the past, we have a backward place is that we are manufacturing big countries, but we are low-end manufacturing, now It happens that it is when our industry is upgraded.

The whole industry chain layout + industry upgrade, this time does not let go, I think it is a pity. "

Everyone talked about it after a while, "Semiconductor materials are more subdivided because of another problem, that is, the market in multiple segment is not big, we are now chasing, the future of a single subdivision in the future It will not be too high, this is a point that must be considered for companies. "

"This first can give more support efforts, the greater the support, the more the foundation is naturally.

In addition, we will see that the country and the Gao Lizhen will find that the company's large probability that the company's business is still thick, and it will not simply do this.

In these years, this is the stage of the big waves. After the faucet is taken up, I feel that I can do a targeted support plan. After all, everyone has to pick up the task is not? "

Some people then asked, "Since it is the big wave of Tsuepsha, Meng Gong is now a lot of confidence in the domestic upper reaches? The development space of the material is really small, we have to do a plan, the scale is very important."

"As long as it is an industrial chain, I will believe that we will see gold. As for the next five years, I think it is important to be important, after all, the external environment is getting more and more bad, trade is getting more and more serious, domestic technology Development requires an environment that balanced as possible

First, build the industry internally, put the foundation, then go out, one step, one footprint, do a big stronger.

Going down the semiconductor dynasty of our Huaxia. "

Meng Qian's last sentence seems to be a precipitate, but many people have a heart.

And when Meng Qian hoped that it was hoped to be in everyone's body, he didn't realize that everyone is full of respect, because the entire semiconductor industry chain, the wind group picks up the upstream lightning machine with a self-contained Vapilizing machine, silicon wafer, mid-swimming architecture, chip manufacturing, high-end CMOS sensor and downstream Hongmeng mobile phone, ancient computer ...

The semiconductor industry in Huaxia can let go today, the core is the strong foundation for everyone.

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