Chapter 302: Be careful! The price of memory has increased

In the exam that just ended at the end of the second semester of Xiao Ming's sophomore year, there is a subject called financial economics, and there is a very practical change in financial economics - it is not necessarily your peers who beat you. With-Dream- . com

Real-life examples of this concept are bloody.

The snatch of Kang Shuaifu and the same have been fighting openly and secretly in the instant noodle market for decades, and in the end it was not each other that robbed them of the market, but e-commerce takeaways.

In the city, large and small human or electric tricycles used to make big moves to solicit customers, and it was not the tricycle itself that stole their market, but shared bicycles, shared electric vehicles, and online car-hailing.

It is not its peers that beat the traditional newspaper, but Weibo and short videos, etc.

These are all examples of economics.

Now it seems that this is about to happen to Samsung.

When Xiao Ming's team was in full swing towards wearable devices, he got the news that Xia Guo's mobile phone market as a whole suddenly encountered a serious cost crisis - Samsung was going to collectively increase the price of the memory sold by Xia Guo, and the increase was not a small amount.

After the failure of the Five Hegemony Alliance's first encirclement and suppression of Pangu Technology, Samsung's mobile phone business and battery business both suffered serious setbacks after the Pangu L1 lithium battery was produced at the Yangcheng Battery Factory.

This has seriously affected Samsung's annual revenue and profit in 2020.

As a giant company that can affect South Korea's GDP, Samsung needs to seek self-protection in the context of the difficult international economic situation.

Self-insurance is first and foremost to increase profits, so let's increase prices.

Samsung's memory accounts for more than 70 shares of mobile phone terminals because of its good performance, and it also occupies more than 50 markets on the P side, and this proportion will be better in the field of mid-to-high-end mobile phones.

Samsung did this a year ago, and when its group's profits declined, the trick of increasing memory prices was tried.

At the headquarters of Samsung in South Korea, the executives looked coldly at the invincible Huaguo mobile phone manufacturer and kept sneering.

Manufacturers represented by Huawei are fully realizing the localization of parts, but no matter how localized, memory is still dependent on imports.

The function of memory is to temporarily store data and exchange cache data with the PU, which requires a large number of reads and writes, fast read and write speeds, and can quickly exchange data with the PU.

Xia Guo is able to produce and manufacture memory, but the technology is far behind Samsung, and according to the level of effect memory production, no matter how advanced the mobile phone is, it will slow down the speed of the phone.

A year ago, the price of Samsung memory increased, so that many mobile phone manufacturers worked hard for a year, and the profits they earned were not as high as the profits of Samsung memory.

This time, in order to save itself and keep the year-end revenue and profits, Samsung raised prices again, and of course the mobile phone manufacturers in Xia Guo wailed.

Companies such as OO and VV, which originally failed in the release of new mobile phones, are now facing a liquidity crisis and a shortage of new mobile phone memory as soon as the price of memory rises.

In this situation, the smaller size of the charm foot was directly dried down, the old mobile phone could not be sold under the impact of Huawei Xiaomi, and the new mobile phone did not dare to produce because of the increase in memory prices, because the cost was high, and the price of the mobile phone that was originally low and close to the people was bound to increase, and the price of the mobile phone that was originally low and close to the people would rise, who else would buy it?

Then there is the price increase of Samsung's memory, which has caused a chain reaction in the industry.

SK hynix, Micron, etc. have raised prices, this price increase does not matter, causing a rush effect from many buyers, and now mobile phone memory is not only expensive but also out of stock.

Samsung, SK hynix, and Micron occupy 98% of the mobile phone memory market, and the remaining 2 are occupied by Toyo and Wanwan companies.

Xiaomi and Huawei urgently mobilized, as giant companies with mobile phone terminals, they have enough bargaining power to negotiate with Samsung and Hynix.

The two companies have just made efforts to prepare to launch a mobile phone with a magic chip + Tiangong system + micro-core battery, and the price of memory will rise here, how can this be done.

After arduous negotiations, although Huawei kept the orders for future purchases, the price increase was necessary.

The wealthy Warwick can only admit slaughter, and the price will be raised.

Xiaomi was not so lucky, only keeping some future orders, and next year's new phone production will be reduced.

And the timing of this price increase does not have much impact on brands such as Apple and Sony.

Apple, Samsung, and Micron are all long-term strategic partners, and the order prices between them are not affected by this price increase.

During this time, the mobile phone market was in full swing.

Many South Korean media have reported on the price increase of Samsung's mobile phone memory, and there is a hint of pride and excitement in their tone.

"South Korea Daily": As soon as the price of Samsung's memory rose, the mobile phone market in Xia Guo trembled.

"Peninsula Technology": Let the world know who is the overlord of science and technology! Warwick, Xiaomi and many other Xia enterprises accept Samsung's price increase conditions.

KBS TV also broadcast a special interview program at 8 p.m. local time, discussing the trend of the technology market during this period and the background of Samsung's memory price increase, as well as the impact on the future mobile phone market.

Park Tae-myung, a professor of economics at Seoul National University invited by KBS, said: "As we all know, Pangu Technology has had a lot of actions some time ago, including the R&D and production of chips, the conceptual launch of micro-core batteries, and so on. These technologies are indeed struggling to cope with the mobile terminal market, and Pangu Technology has dragged Apple, Microsoft and Google into the water one after another, almost breaking the further blockade of Pangu Technology by five technology companies. ”

Speaking of this, Professor Park Tae-myung was overflowing with pride, he said: "During this period, although our powerful Samsung company did not participate in the Big Five Alliance, it maintained a good relationship with Apple and other companies. ”

Park Tae-myung turned on the pride mode, "It's not because our Samsung is afraid of Pangu Technology or afraid of offending Apple, it's because our great Samsung has enough cards to deal with the market." ”

Although the micro-core battery has been conceptually launched, there is still a period of time before it can be applied in the market, and many mobile phone manufacturers in Xia still purchase Samsung's mobile phone batteries during this period. ”

"The most powerful thing is our Samsung's mobile phone memory, which occupies more than 70 of the market. No matter how good Warwick is, it has to purchase our Samsung memory, because our quality is the world's first-class, and the cost performance is also the highest in the world. ”

"Now, Samsung sees that the time is ripe, so there will be a move to raise prices, which is to tell the global mobile phone technology community, Samsung is the real boss, whether you Pangu Technology, Apple, Google, everyone should not do too much, otherwise everyone's life will be difficult. ”