Video Game Empire
Chapter 578: who is the opponent
"As far as I know, even if the stn production line of Xincai Optoelectronics is running at full capacity, it can only produce up to 250,000 LCD screens per month, which can meet the current production needs of notebook computers. Expansion, there will be a gap in the supply of stn LCD screens.
Therefore, instead of spending a huge amount of money to invest in high-risk tft LCD production lines, it is better to give priority to expanding the production scale of stn LCD screens. Other computer manufacturers are bound to follow the notebook trend and launch their own laptops soon. Your new color company's stn LCD screen is endorsed by the star product notebook, and it is easy to get orders from other computer manufacturers"
After three rounds of wine and five flavors of food, Lin Ting said straight to the point that Xincai Optoelectronics hoped to take advantage of the trend to enter tft LCD, but Wei Chuankai said somewhat noncommittally.
"Mr. Wei, I believe you must be very clear that the STN screen is only a transitional choice for Aikang. If it weren't for the fact that the production capacity of your Jiachuang's tft production line is still unstable, it is estimated that there will be nothing for us now. Aikang is interested. To make the notebook series laptops a flagship product, the next generation of notebooks will not continue to choose STN screens.
Although the tft screen has just started, in the next three to five years, the stn screen is bound to have room for survival. But the display performance gap between tft liquid crystal and stn liquid crystal is obvious. Once the tft screen is mass-produced, the stn screen can only be reduced to a low-end product. So at this time to expand the production capacity of stn, the risk is no less than the risk of betting on tft technology"
Lin Tingshen said in a very sincere tone, with a helpless, wry smile on his face. Don't look at the fact that Jiachuang Technology's shareholding in Xincai Optoelectronics is only about 20, which is far from posing a challenge to the controlling stake of the Lin family. However, Wei Chuankai, a 400tft LCD production line of Jiachuang Technology Company, has a total investment of 50 million US dollars. The second generation of 370x470 panel production line with a monthly output of 40,000 pieces, the total investment has soared to 200 million US dollars. "Wei Chuankai said very seriously.
"Xincai Optoelectronics plans to use the existing tft production line of Jiachuang Company as a template to build a liquid crystal production line of the same level. To this end, we plan to issue new shares to the secondary market to raise 200 to 300 million Hong Kong dollars in cash, and the rest The funding gap is solved through bank loans." Lin Tingshen explained his plan.
Taking advantage of the hot sales of notebooks, Xincai Optoelectronics' share price today is like a chicken blood. At this time, issuing new shares on the grounds of preparing to build a tft production line will not only not suppress the stock price, but will likely give the market new speculation and imagination. Moreover, Xincai Optoelectronics holds Aikang's stn screen order, and the bank has no reason not to support such a company with excellent performance.
"Since you guys have made up your mind, we, Jiachuang, will naturally fully support Sharp and we will come back soon. And I have also received news that Toshiba is ready to work with ib. Co-investing in the tft project, even nec also seems to be interested in investing in its own tft LCD factory.
Therefore, the tft liquid crystal industry will soon usher in a situation of competition, and the cvd equipment produced by Fanlin is a key part of the entire production line. Therefore, Mr. Lin will definitely be Xiang Momo next, you should seize the opportunity in advance tonight to give Mr. Lin a few cups." Wei Chuankai pointed to the third person at the dinner, Lin Jieping, and said with a smile.
"Xincai Optoelectronics will be the food and clothing parents of our Fanlin Company in the future, so I should have a drink to Director Lin first." Lin Jieping raised his glass and said with a smile. In a tft LCD production line. The purchase cost of the cvd equipment alone is as high as several million dollars. And the next wave of tft liquid crystal investment is bound to allow Fanlin to receive orders of tens of millions of dollars, so he is naturally in a very good mood now.
"I finally figured it out this time. Instead of building a factory in the United States, I don't put investment in Asia. The labor unions in the United States are too difficult to deal with. Previously, ib planned to close a PC assembly plant in New Jersey and transfer production capacity to Asia. The result was a strong backlash from the local union.
This year also happens to be an election year in the United States, and political careerists from all walks of life have also jumped out to fan the flames. In the end, the IB side could only choose to compromise and reduce the size of the factory by half, instead of closing it down." Lin Tingshen said with a sighed smile.
The Chunghwa Picture Tube Company, a subsidiary of the Linjia Datong Group, previously undertook the OEM order for part of ib's computer monitors. If ib is determined to move all of its pc business to Asia for production, CPT has a good chance of getting more orders for display OEMs.
However, American workers are obviously not so good at talking, especially when faced with the threat of losing their jobs, they naturally have to fight back. For IB's PC business, in the absence of technical advantages, if they can afford to compete with competitors such as Aikang Higher production costs make it even less able to compete with
"It is said that ib has cooperated with many local computer companies such as Apple, and is actively lobbying in Washington, hoping that Congress will legislate to increase tariffs on imported computers." Lin Jie, who is in the United States, has learned more information.
"ib has not narrowed the gap with Aikang in a few years, but has been attacked by other second-tier brands. As for Apple, it has already become a second-class computer company. If you continue to cling to your own If the operating system is not released, it will only become more and more
However, it is not easy for American computer manufacturers to win like the US-Japan semiconductor agreement for several years. Ikon did not take price damage at the expense of others like the Japanese semiconductor companies at the time, so it is difficult to grasp its handle.” Wei Chuankai shook his head and said. He didn't think ib's underhand trick would be effective.
As a few people in the industry, the topic is naturally inseparable from the computer industry. While they were eating, Li Xuan was answering a phone call from London in the mansion on the top of Taiping Mountain, and they were talking about the same topic.
"The predicament of IBM is not that its competitors are too strong, but that it has too many faults in the mainframe market. It is not a free competition market. It has become accustomed to relying on monopoly and easily obtains huge profits. .
Therefore, when facing the personal computer market, which requires brutal hand-to-hand combat, it has shown various cost controls that are not acclimatized. And the arrogant to disgusting after-sales service, so that the credibility bonus brought by its own brand is exhausted. Even without the aggressiveness of our icon company, other companies will also sack ib sooner or later.
We need to keep an eye on their ups and downs in Washington, but don't be too nervous Ikang is an authentic British enterprise, and the Prime Minister has the responsibility to protect the legitimate interests of domestic enterprises from being violated
And we can also guide public opinion in a timely manner. Global economic integration has been an irreversible trend of development since the 1980s. In the context of the global re-industry division of labor. The origin of the product has become more and more vague, and it is unreasonable to judge the origin only by the final assembly and production process.
For example, the cost of assembling a computer. It does not account for much of the total cost. On the contrary, the cost of key components such as processors remains high in the United States. There are always many voices in the United States that processors are not made in the United States, but nearly half of the processors are produced by Oriental Semiconductor's wafer fab in the United States. So if it is only judged by the place of origin, it should be an authentic American product," Li Xuan said indifferently to the microphone.
Recently, there has been a sudden increase in public opinion attacks on the Eastern Bloc in the United States, which is inseparable from the raging election in the United States. Li Xuan's old friend, the Republican presidential candidate Bush Sr., is in various polls across the United States. The approval rating has been far ahead of the Democratic candidate Dukasky.
With three or four months to go before the final battle, this Massachusetts governor-turned-presidential candidate is naturally reluctant to raise his hands and surrender now. Therefore, this Dukasky can only do everything possible to find various stains on Bush Sr. to attack, thereby lowering the opponent's approval rate. As a foreigner with the halo of "the world's richest man" on his head, Li Xuan is very close to the Bush family. Naturally, it became the object of smearing by Dukasky.
The interference of foreign capital in the U.S. election is definitely the biggest taboo in U.S. politics. If American voters can be convinced that the world's richest man and the Bush family have a shady deal of power and money, it will surely deal a fatal blow to Bush Sr.
And the competitors of the Oriental Group in the United States will naturally not miss this opportunity to get down on the ground, and they also start to fan the flames and release all kinds of news that are not conducive to the Oriental Group. For example, foreign computer companies headed by Aikang and other companies have beaten American domestic companies by dumping unfair prices, thus taking away a large number of jobs that originally belonged to Americans.
If this argument is confirmed, it will undoubtedly be a heavy blow to the image of Aikang and even the entire Oriental Group. Naturally, Aikang and Dongfang Group couldn't just sit still. For example, as Li Xuan suggested on the phone just now, they could use their strengths.
At the beginning, Li Xuan defined Aikang as a British company, not a Hong Kong company, in order to bring the British government to bear the thunder in this situation. Icon generates a lot of tax revenue for the UK every year and brings a lot of profits to British investors, so it should be protected by the British government.
Moreover, Li Xuan has always been very clear-headed. The Hong Kong-based Oriental Group lacks the endorsement of national power. Only through an upright market can it not be easily caught by potential competitors.
"ib is not Aikang's real opponent, and Japanese electronics companies are the ones we need to be vigilant and contain eye performance
But as the computer industry is getting more and more attention, including companies like Dongfang Research Institute, Dongfang System Software Company, etc., it is no longer suitable to open a small stove for Aikang. In the next era of mobile computers, Japan's advantages in liquid crystal technology are bound to become their biggest reliance on the rise of the computer industry.
The competition in the entire computer industry has become more and more transparent, and Japanese companies that are good at cost control will undoubtedly have a lot of advantages in this almost transparent competition. What's more, Japanese companies are not inferior in terms of creativity. They can always design products that are favored by consumers. Therefore, in my opinion, Aikon's opponents in the next ten years will only be Japanese companies such as Sony, Toshiba, and nec. "Li Xuan once again clarified his point of view to Baron, chairman of Aikang Company, on the other end of the microphone.
Japanese companies in the 1980s were invincible all over the world. Although the Japanese economy collapsed after the bubble burst in the 1990s, Japanese companies remained strong throughout the 1990s. When Japanese companies really begin to show signs of decline, it is already a matter of the 21st century.
The wealth and wealth of Japanese companies can also be revealed from the investment in the tft LCD industry. Dongfang Group has Li Xuan's golden finger, and its profit margin is absolutely at the forefront of global multinational companies. As a past person, Li Xuan is also very aware of the future prospects of the liquid crystal industry, so he is willing to invest a lot of money in this sunrise industry.
But even so, Jiachuang Technology still strictly controlled the investment when building the first tft panel production line, and the total cost was about 50 million US dollars. According to Jiachuang's speculation, the total investment of the Sharp production line launched in the same period has been close to 100 million US dollars, and the courage is greater than that of Li Xuan.
And because of the hot sale of notebooks, mobile computers and LCD screens have just shown their huge market potential, and many Japanese companies can't wait to follow up their investment in the LCD field. To know a tft LCD production line, it is conservatively estimated that it will cost 100 million US dollars, which is 100 million US dollars in the 1980s. To be continued.
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