Chapter 537: MOTO's Troubles

Based on the new architecture of the Aries 800, the MOTO X was born, and the sales momentum was gratifying, with more than 20 million units sold in one quarter.

Just when everyone thought that the resurgence of MOTO mobile was about to rewrite the map of the world's mobile phone industry.

Shortly after the peaceful 2014 Lunar New Year, an accident happened.

In Pengcheng, the atmosphere in Liu Hongwei's office was solemn.

"Mr. Liu, SS company clearly informed us that it is impossible to have 10 million AMOLED screen production capacity for us in the first quarter, at most 3 million this month, and even less next month, and our inventory is currently less than 2 million, which is only enough for one week at most. ”

Du Fangqing, the director of the supply chain, is also an old man under Liu Hongwei, but he is extremely exhausted at the moment.

"Lao Du, don't worry, does SS Company have an explanation for the reason? Is there any room for redemption in this matter?" Liu Hongwei said.

"Explanation? What excuse is there, it's nothing more than a lack of capacity. Du Fangqing shook his head and said.

"From the current point of view,Basically, there is no room for recovery,In fact, the reason is very simple,From the birth of MOTO X,The most affected is the flagship sales of the SS company,It is said that since November last year,It has been declining month by month,Now it is making the SS mobile phone complain about it。 ”

"The current restriction of the supply of screens is to make the production capacity of the MOTO X unable to keep up with sales, and to protect the SS flagship market in disguise. ”

Liu Hongwei raised his hand and rubbed his brows, Du Fangqing said this, he actually knew it.

In 2013, SS Company was greatly imposing in the high-end mobile phone market in the mainland, and even the Apple machine was eclipsed.

However, after the high-end mobile phone market MOTO X was killed, the most squeezed was the flagship of SS company.

After all, both models of phones are Android-based flagships.

This makes the SS phone feel a little stuck in the throat, and it is only natural to use it from the supply chain side. This is not the first time that the SS company has used such tactics to strike at its opponents.

Now Liu Hongwei knows that from a reasonable point of view, it is basically useless.

"Our supply agreement, can we sue for compensation?" Liu Hongwei made up his mind, since he tore his face, it couldn't make the other party feel better.

"Mr. Liu, it's very difficult, the lawyers on the other side of our agreement have been carefully reviewed, and basically there are no loopholes left to claim compensation. ”

Du Fangqing shook his head.

I can't swallow this breath, I have to swallow it.

"How is the alternative being executed?" Liu Hongwei smiled helplessly.

None of this is useful. The key is that it is not hard enough, and the key components are in the hands of others.

It's good that it doesn't usually involve threats to the opponent, but once you enter the opponent's hinterland, you will inevitably face various blows.

High-dimensional mobile communications are now going to the middle and low end, and they can't feel these for the time being, if they start to work in the high-end market one day, presumably there will be more of this kind of thing.

"JDI, for its part, has agreed to increase the production capacity of 10 million units to us from next month, but..."

JDI'S SCREEN IS STILL WORSE THAN AMOOLED, AND MOTO X IS A FLAGSHIP MACHINE THAT IS STACKED WITH TOP-LEVEL COMPONENTS IN ALL ASPECTS.

"No, but, just do it, MOTO Mobile here and I'll communicate. Presumably, MOTO's supply chain director also received the same message. Liu Hongwei said decisively.

It will only be available next month, which means that even if the screen is replaced, there will be a half-month window period, and judging from the current inventory, it is a capacity gap of several million units.

Running out of stock at this juncture is a fatal blow to the star machine of MOTO X.

What's more, after changing the screen, users still have the same love for MOTO X, which no one can say.

MOTO Mobile is much more popular than Liu Hongwei's office.

In the presence of President Raymond Sheville, John Baldwin, President of Supply Chain, and Lee Jae-hwan, President of SS's Electronic Display Business, almost roared.

However, it was of no avail, and SS bit the lack of production capacity and was unable to provide the production capacity that MOTO had planned.

"RAYMOND, I THINK LIU IS RIGHT, WE HAVE TO REPLACE THE DISPLAY, JDI IS THE ONLY OPTION WE CAN ACCEPT, AND THE REPLACEMENT WILL HAVE THE LEAST IMPACT ON OUR MOTO X, ALTHOUGH THERE ARE INDEED SLIGHT DIFFERENCES BETWEEN THE TWO IN THE DISPLAY DETAILS. SS is raised by these-sons, and we will definitely not use anything from them in the future. ”

Raymond looked at John Baldwin with an angry look on his face.

"John, I understand you've done your best. This group of sticks is like this, and now they can't resist our MOTO X, so they use this kind of indiscriminate means to disgust us. But it won't stop us.

I have informed R&D that we are urgently making application adjustments for the new screen, and if there is no problem with the production line of Gaowei Mobile Communications, I think we will lose half a month's production capacity at most.

Don't worry, John, I think someone might help us out. ”

Raymond Sivel said meaningfully.

Raymond Sivir, who was transferred from the position of vice president of computing at Sun Mobile to MOTO Mobile after the change of ownership of MOTO Mobile, is obviously not a person who does not know anything.

In fact, the outside world can quickly dispose of the production line from MOTO Mobile and directly hand it over to the high-dimensional mobile communication foundry, as long as people who are not blind know the inside story.

The so-called queen of semiconductors, that's really not just talking.

The domestic regulatory authorities in the United States may not be clear that this is no longer the surname of the United States, but in the case of capital registration and other aspects, there is no need to be stuck in a company like MOTO Mobile, which has long been insensitive.

Even the calculation of the movement of the sun has been released, and the MOTO movement is nothing.

John Baldwin was stunned for a moment, and in an instant he understood what the president meant.

"But we finally created such a hit this time, and after such a toss, it is really hard to predict what will happen in the future. ”

John Baldwin said with some disappointment.

The unexpected success of this model has re-energized the people of MOTO Mobile, who don't want to do things in a vibrant company, MOTO Mobile has been processed back and forth as rags twice, and everyone will never want to come back and forth for a third time!

And everyone knows that there is not much chance of a third time.

It is really too difficult for the mobile phone industry to come out of the sea of blood now. As a loser in the era of smartphones, Baldwin is a veteran of MOTO Mobile, and of course knows how the company fell from the clouds.

Google, which is as strong as the sky, can't pull it back.

Unexpectedly, under the banner of Sun Mobile Computing, MOTO Mobile also found an opportunity for a second spring.

So everyone cherishes it very much.

...

Liu Ruoyi knew that SS Company cut off the supply of the display screen to MOTO X much later, and this kind of business-level thing generally couldn't reach her at all.

If this matter has to be tossed into her hands to be solved, Liu Ruoyi basically doesn't have to eat and sleep, how many large companies are there in the world now?

At the management level, there are naturally CEOs and general managers to worry about.

What Liu Ruoyi usually does is major decisions and changes in business direction.

So it's very normal to receive a message late. This is still found from the important news excerpted by Fu Yunhui in the process of industry media reports.

It turns out that his own company still has this kind of "treatment".

Of course, this kind of thing is not new to Liu Ruoyi, and she has heard of this kind of thing in the last time and space.

And it's not just the mobile phone industry.

This is more common in the computer industry.

If there is a flood in Thailand and an earthquake in Treasure Island, the memory of the production base in the mainland and Korea will rise in price.

There are problems in the production lines in these marginal areas with less than 10% production capacity, monopolizing the market, and the SS companies and American counterparts who can make up for the lack of production capacity in minutes, are very tacitly playing the price increase game of "insufficient production capacity" at this time.

...

Display field?

Liu Ruoyi frowned, this is really a market that she has ignored.

It seems that if you want to really gain a foothold in the mobile computing market, the processor and memory are not enough, and the display screen must also be won.

...

"Miss Annie, I don't know what advice you have for calling me this time?" President Sakamoto, who is now a well-known name in the memory industry, walked into Liu Ruoyi's office with a very correct attitude.

"Mr. Sakamoto, you're welcome, please take a seat. Liu Ruoyi is very satisfied with Sakamoto, the recent development of AMS has been smooth, and Sakamoto's central scheduling operation has contributed to it.

"Today I have something I want to ask Mr. Sakamoto, if I want to enter the field of mobile phone displays, how do I think Mr. Sakamoto should start?"

Liu Ruoyi also didn't go around in circles with Sakamoto and directly raised her own questions.

Sakamoto was obviously not mentally prepared and paused for a moment. I looked down and thought for about half a minute before I raised my head.

"Miss Annie, with my superficial understanding of mobile phone displays, the strongest in the industry today are Goryeo's SS Company and LG Company, followed by my Oriental Sharp and JDI, although there are also two good companies on Treasure Island, but there is obviously still a gap between the production of top display screens. ”

"From the current point of view, SS company and LG are the pride of the Korean people, outsiders will definitely not be able to get involved, although the government is still supporting the Toyo display industry, but it is no longer in accordance with the pillar industry to take care of.

So both Sharp and JDI may be listed as objects for sale, and now the scale of the two companies is relatively small, and with Miss Annie's strength, it should be like a bag to pick up. ”

Seeing that Sakamoto gave his own advice in a short period of time, without prevarication at all, Liu Ruoyi was even more satisfied.

"Mr. Sakamoto, thank you for your valuable advice, the advice provided by my M&A consultant is almost the same as yours, so I would like to ask Mr. Sakamoto to return to Toyo to personally facilitate this acquisition, whether it is Sharp or JDI, I will give a satisfactory price."

At the same time, I promised that we would not reduce the number of jobs in Toyo after the acquisition, but the headquarters had to be relocated to Xiangjiang. In the future, we will consider lower costs for capacity expansion as we ensure that there are many jobs in Toyo.

Regarding this, Mr. Sakamoto must pass it on to the other party. ”

Liu Ruoyi said bluntly.

The initial suggestion given by the M&A consultant is also to start with the two display companies of Toyo.

It's just a matter of the East, if it weren't for the desperate situation faced by the company, it would be generally difficult to do, and now Sharp and JDI are still living a more nourishing life thanks to the blessing of smart machine Daxing, so Liu Ruoyi called Sakamoto.

Ready to let Sakamoto, a real expert, enter from the inside and complete his acquisition target.

Sakamoto didn't expect to receive such a hot thing. How to say it, it must be a bad thing to propose at this time to let your domestic enterprises be acquired by outsiders.

But...

Sakamoto thinks that he has fulfilled his ambitions at AMS, and at the same time, his old colleagues and subordinates are now given more opportunities.

Perhaps, it is not a bad thing to convince one of the display companies to be owned by Liu Ruoyi.

"Thank you Miss Annie for your trust, I will do my best. Thinking of this, Sakamoto no longer hesitated and replied categorically.

"Thank you, Mr. Sakamoto, I think that in the memory market, Mr. Sakamoto can try to teach the Korean people a lesson, and I think computer memory is a good focus. ”

Liu Ruoyi said lightly.

Sakamoto's eyes lit up.

SS pinched its nose and ate Hynix. Unfortunately, Hynix's factory in the mainland suffered a fire, and the production capacity was obviously unable to recover to its peak in a short period of time.

At this critical moment, if AMS suddenly accelerates its production capacity and expands its production capacity, SS will not be able to follow even if it wants to.

These things flashed through Sakamoto's mind.

"Understood, Miss Annie, if nothing happens, I'll take my leave. ”

"Trouble Mr. Sakamoto. The AMS management incentive plan is reflected by the board of directors based on everyone's efforts. Of course, Liu Ruoyi knows what these people want.

"Thank you Miss Annie for your understanding and encouragement!" said Sakamoto sincerely.

Although money is no longer the most important thing for an old guy like Sakamoto, it is still a very important factor.

Sakamoto is not alone, a large family wants to live a good life, who doesn't want to make more money and go home.

...

After intense preparation and switching, the OEM MOTO X of Gaowei Mobile Communications returned to normal after losing about 7 million production capacity after a small amount of chaos, and successfully switched to the new display.

Since it is impossible to replace the display without informing consumers, tens of millions of dollars were lost in advertising with the Moto X, and new advertising videos and posters were recreated to promote the new version of the Moto X.

In terms of direct losses, SS has lost more than $1 billion to MOTO by cutting off the supply of displays, which is a missed opportunity to sell millions of mobile phones, plus direct losses such as advertising and production line adjustments.

Fortunately, due to the market shortage caused by insufficient production capacity, under the conscious publicity of the MOTO X advertising department, it is attributed to the treacherous behavior of the SS company, coupled with the fact that the new screen is the same as Apple's mobile phone, and the effect of the test is difficult to distinguish the difference with the naked eye, thus resolving the biggest worries and dissatisfaction of users about the screen change of MOTO X.

When the new MOTO X screen change appeared on the market, the sales volume was basically not affected much.

And with the MOTO X spending heavily on advertising at the Football World Cup, the current MOTO mobile gives people a feeling of being rich and back on their feet.

Although there is still a big gap with Apple and SS in terms of sales volume, in the high-end mobile phone market, MOTO Mobile has re-entered the top three in the world with MOTO X!

In addition, in this case, MOTO also took a fierce approach to SS Company, and did not hesitate to use public relations channels to inform the whole world of its treachery, which also caused irreparable damage to the image of SS Company.

The most important thing is that the major mobile phone manufacturers that now use SS displays have all begun to reduce their dependence on SS displays and never adopt a single source of supply.