Technology: Start by selling mobile phones

Sam's voice shocked Su Ming's heart. He looked over quickly, but his expression calmed down after a moment.

As a top intelligence officer, he naturally noticed the change in the number of wafers purchased by "Yellow River Storage" as soon as he obtained the information.

To this end, he also specifically inquired carefully about the supplier "Global Wafer".

"Mr. Sam, I specifically consulted Global Wafer about this matter, and their answer was that this situation is not surprising."

"Global chips have been rising recently, and many foundries have begun to hoard large quantities of wafers in order to control costs. Even their sales have increased a lot in the past two months."

Hoarding wafers?

Sam's brows were still furrowed, obviously this explanation was not convincing to him.

After a while, he stopped paying attention to Su Ming, picked up the thick piece of information again, and started reading it from the beginning, trying to see if there was anything he missed.

Ten minutes later, he carefully sifted through the complete information again, but still found no clues.

"Mr. Sam, maybe this is just a purely commercial behavior..." Su Ming said.

Sam's expression remained unmoved. The existing intelligence really couldn't guess what "Yellow River Storage" wanted to do.

but……

He stared at Su Ming sharply and said in a deep voice:

"No matter what tricks they are playing, please contact Global Wafer immediately. Once Yellow River Storage continues to purchase wafers, notify us immediately!"

"I want to see how many wafers they want to hoard!"

…

Just as Sam was eyeing the investigation of "Yellow River Storage", on the other side, the impact of the price increase of "flash memory particles" was gradually beginning to appear.

SanDisk, Samsung and other "TF memory cards" began to adjust their prices, and Nietzsche's "Jinghong series" also increased somewhat. Without a price increase, the 199 yuan 128GB Xiaomi TF memory card instantly became very popular.

It has to be said that with a top domestic brand like Xiaomi, a good reputation and complete offline channels, a large number of orders soon came in, and the first batch of 500,000 "Xiaomi TF memory cards" soon appeared. There are signs of shortages.

Xiaomi himself was confused.

The original plan was to put it on the shelves and sell it casually, and then wait for "Xiaomi 8" to be launched in early June to usher in the first sales peak period with "Xiaomi 8".

Unexpectedly, not long after it was put on the shelves, the "Xiaomi TF memory card" seemed to be out of stock.

Ke Yu, who was responsible for purchasing the "Xiaomi TF memory card", was a little anxious, and immediately contacted Li Zhi, hoping to speed up the delivery.

Li Zhi, who had received instructions from Mo Ran long ago, did not hesitate. The reason why he originally supplied Xiaomi with a guaranteed price of 175 yuan was to consume the production capacity of "3D-NAND" particles in large quantities without being exposed. Now the situation has changed. It’s time to take a look at Xiaomi.

Li Zhi: "Mr. Ke, production capacity is tight now, and we are already producing at full capacity."

Ke Yu: "I know, I know, but now our inventory in various channels is a bit insufficient. Do you think you can help us increase production capacity and deliver this month's 1 million goods in advance?"

Li Zhi: "Sorry, Mr. Ke, our production plan has been arranged in advance. If we change the production plan rashly, it will have an impact on our entire production department."

Of course, Ke Yu also knows that this is official talk, but Xiaomi's 175 yuan price guarantee clause does take a big advantage this time. It is considered good if "Yellow River Storage" does not default on the contract and does not delay delivery.

Thinking of this,

Ke Yu: "I can understand Mr. Li's difficulties. Let's do this. We can bear part of the overtime pay..."

Li Zhi: "Mr. Ke, we are a company with a contractual spirit. There is no need for overtime pay. Just work according to the contract."

Ke Yu: "%\u0026@#..."

Ke Yu: "Well, although we have just signed the order, considering that you really can't make much money on this order, we will place an additional order of 6 million pieces."

"Of course, the additional order price will follow the market at that time, and we will negotiate based on market conditions."

Having said this, Ke Yu paused and emphasized:

"However, the premise is that you must do your best to ensure the current supply and produce the six-month order of 6 million sheets agreed in the contract as soon as possible!"

This was what Li Zhi was waiting for, and his expression changed instantly.

"Haha, Mr. Ke, you are so polite. Your company is our company's largest customer."

“Our company’s purpose has always been ‘Customers are God’. Why not change the production capacity plan for God?”

"When can you sign the contract?"

Ke Yu: "%\u0026@#..."

After in-depth communication, the two parties quickly signed an additional agreement. Looking at the bright red seal in his hand, Li Zhi secretly breathed a sigh of relief and had to admire Mo Ran's awesomeness.

He knew very well that from the beginning, Mo Ran Mo always regarded Xiaomi as a dumping target and quietly exported its own "3D-NAND" flash memory particles to it.

The 175 yuan order of 6 million pieces in half a year seems to be a small profit or even a small loss, but it wants to consume a lot of the production capacity accumulated after "3D-NAND" mass production without exposing the "3D-NAND" flash memory particles. Xiaomi like this A large number of customers are undoubtedly the best "dumping ground".

Obtaining orders from Xiaomi not only consumes "3D-NAND" inventory and withdraws funds, but more importantly, after large-scale mass production, 32-layer "3D-NAND" will have more production data, which will Improving the yield rate of "3D-nand" which is only 42% also plays an important role.

And this is what Mo Ran values ​​most.

It is better to accumulate massive data during the mass production process and then improve the production process than to increase the yield rate at your own expense!

…

After receiving a satisfactory additional order, Li Zhi immediately ordered Wang Xiaole to adjust the production plan of the "TF Memory Card Production Department".

It just so happens that the "Jinghong series" has seen a decline in sales in the past few days due to price increases, and the previous inventory can be maintained for a while. The entire production department has been fully fired, and almost all production capacity has been tilted to "Xiaomi TF memory card".

And it's not just the "Jinghong series" that has seen a decline in sales.

With the emergence of the "Xiaomi TF memory card" and the reputation of the Xiaomi brand, manufacturers such as SanDisk and Kingston soon found that sales dropped significantly after price increases.

Especially for online sales orders, most of them go to Xiaomi.

Faced with this situation, SanDisk is not in a hurry.

In other words, there is still a bit of expectation and excitement.

They know very well that the purchase price of "Xiaomi TF memory card" is 175 yuan, and it is feasible to sell it for 199 yuan when the new product is launched.

only……

The "Huanghe Storage" that supplies Xiaomi is probably complaining a lot now. As the price of "flash memory particles" increases, the cost of a 128GB "TF memory card" has soared to 168 yuan.

With just one more price increase, the cost price of "Yellow River Storage" will exceed the sales price of 175 yuan. By then, each unit produced will be at a loss.

Can "Yellow River Storage" survive and provide stable supply to Xiaomi for half a year? !

Ha ha!

In the office.

SanDisk Yanguo President Porter Haney took a leisurely puff of his cigar.

"Chen, I admire Yellow River Storage for daring to match our Poison contract. I really don't know who gave them the courage."

"But these are not important anymore. According to the current market situation of 'flash memory particles', the next price increase is coming soon."

"At most half a month, we have something good to watch."

…

PS: After taking ibuprofen, I still have a slight fever, dizziness and low back pain. I will write 2K first. I will write more in the evening. I will take a rest after writing.

I love writing novels, come on!