The rise of nanometers

Ah Tu published this discovery of Mu Mu on the Internet through his time blog account - Digital Emperor.

Ah Tu, who has more than 300,000 fans, this video quickly became popular.

At the same time, another secret of Chixiao mobile phone has also been exposed, that is, the running memory limit of general storage is far more than 72G, but 144G.

As for whether Dragon Totem still has the best-in-class technology, many people are inclined to have it, but the market does not need it for the time being, and Dragon Totem has not been launched yet.

The revelation of this information triggered a fierce reaction in the market.

The prices of memory modules in the Chinese market, except for Lilong memory modules, have plummeted. Many merchants who stock up on memory modules have already seen that in the future memory module market, Lilong memory modules will definitely dominate.

A wave of panic selling ensued.

In electronic component markets such as Huaqiangbei and Zhongguancun, the price of old-fashioned memory modules has plummeted. Even Samsung's 8G memory modules have retail prices falling to 120 to 130 yuan.

Everyone knew about the previous sales of memory sticks by Dragon Totem, Unisplendour, and Yangtze Memory to Southeast Asia and Tianzhu. It was obvious that they all predicted the market's reaction.

December 17th.

Yangtze Memory announced that it will launch hard drives and memory modules based on glass optical disc technology by the end of February next year.

On the same day, Tsinghua Unigroup also announced the launch schedule of new memory modules and hard drives.

Then various domestic computer manufacturers and domestic mobile phone manufacturers announced that they would follow up with new memories. Xiaomi mobile phones that had not yet had time to go on sale had no choice but to announce a delay in the launch and would not officially go on sale until March next year.

The turmoil in the domestic semiconductor market soon spread to the global market.

Companies such as Intel, Samsung, Hynix, Toshiba, Western Digital, and SanDisk were immediately affected due to their hard drive, memory particle, and memory stick businesses.

The reaction of the capital market was the most intense. Their stock prices plummeted for three days in a row. As the leading company, Samsung was the worst, with its stock price plummeting 27.6% in three days.

If the previous impact of nano-screens is included, Samsung's overall stock price has fallen by more than 46.8% since the beginning of this year, almost halving.

The reason why this situation occurs is because the core business of Samsung Group is semiconductors, and semiconductor profits account for about 80% of Samsung's total profits.

Consumer electronics such as Samsung mobile phones and Samsung appliances only account for a small proportion of their net profits.

The core business of Samsung Group is semiconductors. The core of semiconductors are chip foundry, storage, and screens. It just so happens that these three businesses are all affected by the Suiren system.

According to a research report by the Wall Street Journal, it is estimated that the overall net profit of Samsung Group this year will drop from 16.7 billion yuan in 2010 to 9.5 billion yuan.

According to the judgment of the research report, if Samsung cannot change the current situation, its net profit in 2012 may further decline or even suffer a loss.

This is no joke and a random assessment. The vision of those guys on Wall Street is still very accurate.

Semiconductors, as Samsung's core business, not only bring huge profits, but also require huge investment in research and development funds.

Once the funds invested and the products developed cannot be profitable, these invested funds are equivalent to being thrown into the sea, and they will lose all their money.

Production lines, employees, and raw materials don't mean that if you don't produce, losses won't occur. Even if you don't do anything, the depreciation expenses of the production line will still continue to arise.

Samsung's current situation is not that one or two businesses have problems, but that there are problems with chip foundry, consumer electronics, screens, and storage. Suiren's offensive is coming one after another, and each wave is stronger than the last.

If there is a business problem, Samsung, as a big company, can still tear down the east wall to repair the west wall. Now the entire semiconductor and consumer electronics are in emergency. Several major arteries have been cut, and there is no way to stop the bleeding in time.

To use one word to describe it, it is besieged on all sides.

Compared with the shaky Samsung, Hynix, another memory manufacturer with a single product, is in an even worse situation at this time. The parent company Hyundai Group has just secretly negotiated with SK Group to sell Hynix to SK Group.

However, the sudden situation caused SK Group to retreat. SK acquired Hynix with the intention of expanding its business in semiconductors and making the group's business more comprehensive, rather than acting as a successor.

Now everyone with a discerning eye knows that old storage manufacturers are likely to suffer heavy losses under the impact of Dragon Totem, Ziguang and Yangtze River Storage.

Perhaps Intel can rely on North American trade barriers to protect its local market, and even make trouble for Samsung and Hynix by grabbing their North American market to make up for its losses.

Samsung and Hynix, which have small local markets, will basically be sentenced to death once they lose the international market.

SK Group’s plan to acquire Hynix has been suspended.

Sure enough, what followed was Intel and Toshiba adding insult to injury. In order to maintain the North American and Japanese markets, these two companies joined forces and used money to open a way, blocking the channels for Samsung and Hynix memory to enter North America.

Under the protection of trade barriers, Intel and Toshiba can barely maintain some profits. As for the life and death of Samsung and Hynix, they have only one sentence: it is none of my business.

The terrible industry reshuffle broke out on the screen and storage.

Even if Samsung announced the early mass production of 22nm chips and the launch of 64G memory, it did not restore the market's confidence.

Goryeo, Seoul.

Samsung Group Headquarters.

In the president's office, Li Zhaoxi's eyes suddenly darkened after reading the investigation report of the Huaguo Branch.

"not good!"

"Call an ambulance!"

"President!"

The office was in chaos.

As the crown prince, Li Zairong also felt at a loss. Seeing the private doctor rescuing his father, he hoped for the first time that his father could survive.

In the current situation of Samsung, if Lee So-seok falls, the consequences will be disastrous. He may not be able to stabilize the situation, causing the entire Samsung empire to fall apart.

Li Fuzhen, who also looked worried, said seriously: "Brother, we need to stabilize the interior."

"Um!"

The brother and sister quickly reached an agreement to first work together to suppress Lee So-seok's health problems and at the same time find a way to solve Samsung's predicament.

Although the two acted very quickly and blocked the news in time, Samsung's management had an undercurrent.

After all, there were more than a dozen people present that day, and their minds couldn't help but become active, and they began to find a way out for themselves.

Time passes little by little, and the end of 2011 is coming to an end.

It’s the time for the Suiren Department’s annual financial announcement, and it’s also the time when the various subsidiaries of the Suiren Department will distribute their year-end bonuses.

Major domestic media also shifted their attention from the Lilong memory stick to the Suiren Department's financial bulletin.

The outside world is also very curious about Suiren's financial status. According to research reports from major financial institutions, they are generally optimistic about Suiren's profitability.

After all, the Suiren Department has powerful technology, large scale, and numerous businesses, and its subsidiaries are generally profitable.

No one doubts the profitability of Suiren, they just guess how much profit it can achieve.

Amid the heated discussions on the Internet, time jumped from 2011 to the magical January 1, 2012.

The Suiren Department's annual financial bulletin was also released in the early morning.

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