"VCD decoding chip CMP1J1, 96 shipped more than 8 million pieces in the first half of the year, and the second half of the year was stronger than the first half of the year, shipping more than 10 million pieces.

Similar to the situation in THT1062, with the help of the localization of core chips, after manufacturers got rid of the cumbersome import channels, domestic production, production conversion, and investment in VCD manufacturing and assembly enterprises have soared. According to the statistics of the Information and Information Institute of the Ministry of Electronics Industry, by the end of 96, there were 351 VCD manufacturers in China, of which 10 had an annual production capacity of more than 500,000 units, of which 5 had an annual production capacity of more than 1.5 million units. In 96 years, China's VCD production exceeded 20 million units, domestic sales and exports both exceeded 10 million units, made in China occupies nearly 80% of the world's VCD market, products are exported to more than 70 countries and regions, it can be said that now in every corner of the world, there are our heavy light VCD decoding chips in the work, in this sense, we Chongguang is also the sun does not set on the empire. ”

Zhu Xiaoqiao's humor made everyone laugh.

Hu Yiting couldn't help but be distracted when he heard this, he remembered the data he read in his previous life, China's domestic VCD sales exceeded 10 million units in 97 years, and he never thought that because of himself, the historical process was advanced by as much as a year! In history, China's annual output of 15 million VCDs was completed in 98 years, and this data was advanced by himself by two years! and increased by 5 million units!

Zhu Xiaoqiao interrupted Hu Yiting's distraction and continued: "However, there are also hidden concerns in the VCD decoding chip market at present, on the one hand, our competitor Scooper has launched a product with almost the same function as ours, with the same karaoke function, and also provides an engineering development interface with a custom LOGO. ”

Zhu Xiaoqiao looked around at everyone, "And Scottber went crazy in the second half of last year, and actually fought five price wars with us, almost once a month, and reduced the wholesale price of 1,000 pieces from $32 to $18.5 per piece, according to Mr. Hu's requirements, we must be cheaper than American goods, so even our shipment price has been smashed from $27 in the first half of the year to $16.5, equivalent to 137 yuan." ”

Luo Zheng sighed: "VCD price reduction speed is really amazing, I remember in 95 years, Scooper CL48X 65 dollars per piece is very sought-after, as soon as it arrives at the shore, it will be gone, there are many people in Hong Kong engaged in assembly, Shenzhen side parallel goods smuggling is rampant, hehehehe, now we can smash all these people's jobs, I don't know how many people will scold their mother." ”

Zhu Xiaoqiao smiled and said: "This has to be said twice, after all, the domestic jobs we have indirectly created are hundreds of times more than the jobs we have smashed! There are many family workshops in the south, and one person can use the public version we designed in one day to assemble ten to twenty units with various parts, and there are many families who can assemble 100 units a day.

Moreover, how much foreign exchange has this saved for the country? How much money has been saved in the pockets of consumers? The price of VCD machines has now fallen to a great extent, the cheapest market price has fallen below 1,000 yuan, imported Japanese machines can no longer be sold, and Panasonic has stopped the production line of their VCD factory in Yokohama and started to switch to DVD production with all its might!"

Wang Baoliang, the only one who came to the meeting today, couldn't help but shout "happy" when he heard that the Japanese were squeezed out of the factory.

Luo Zheng nodded: "Why did Scottber reduce the price so drastically?"

Zhu Xiaoqiao: "TSMC put into production three new eight-inch lines last year, giving them a large amount of preferential contracts, Scooper also recovered the cost of chip development before, so he simply opened up to fight with us to the end, and said that their products now have no advantage over us, what if they don't fight a price war? But that's not good, Mr. Hu said, you can't let anything, if you let him get out, what should we do?"

"Hahaha......" Everyone in the conference room laughed.

"In short, the situation of VCD decoding chips is like this, 96 profits in the first half of the year are 1.67 billion yuan, although shipments increased in the second half of the year, but the average shipment price fell sharply, because Japan has increased the export price of electronic-grade polysilicon, so Huajing Factory also refused to lower the price of the film, and now it is still 51,000 yuan per piece, so although the shipment in the second half of the year exceeded 10 million pieces, the profit was only 1.23 billion, a contraction of 440 million, a quarter less than the first half of the year. The cumulative profit of the product in 96 years is 2.9 billion, which is still very bright overall, but as I said, there are still hidden worries, no, Scottber has adjusted the price twice in a row in January and February, and now it has fallen to $15.9, and we have also adjusted it to $14.9. In short, our finance department expects that CMP1J1's 97-year sales profit must have shrunk significantly. ”

Wu Shihuan: "That's it after the profiteering period, but I think it can be sold for another two years, which is better than the situation where the Overlord of Youying is directly cold." ”

Hu Yiting nodded: "VCD is the life of these two years, and then I will eat DVD." ”

Zhu Xiaoqiao nodded heavily: "Our DVD chips CMP2J1 and CMP2J2 have been selling since they were sold last year, and the sales momentum has been very strong. There is also CMP121, a single-chip product with VCD and DVD dual decoding solutions launched at the end of November, and the market response is very good, with more than 100,000 orders at home and abroad.

CMP2J1 sold more than 250,000 pieces in the first half of last year and 550,000 pieces in the second half of last year, with a total shipment of 800,000 pieces and a total profit of 61.4 million US dollars, equivalent to about 500 million yuan.

At present, the price of the film given to us by Taiwan Union is still 15 US dollars, but our own sales price has been lowered from 100 US dollars to 75 US dollars, this is because of Scober, their DVD chips are also on the market, although the performance is a little worse than ours, but it is also better than the Toshiba scheme used by Sony and other Japanese manufacturers, they sell 80 US dollars, we have to continue to press them, after all, the operation of many domestic manufacturers is really poor, only look at the price and do not look at the performance.

In addition, ESS also took out the DVD decoding chip, but we were immediately sued, a large number of their IP design is plagiarized from our CMP2J1, and the copy is particularly shameless, at present, the US branch has applied to the local court in California for an injunction, requiring the prohibition of ESS company's DVD decoding chip into the market, we win the lawsuit, but how to judge it is not good, but at least it will be mandatory to collect royalties.

In general, CMP2J1 has a good prospect, at present, domestic and foreign manufacturers are basically willing to take our products and public versions for production, in the Japanese market, Sony is still using the Toshiba solution, Panasonic and Scober hooked up together, but Sharp and JVC have preliminarily decided to use our chip to launch a follow-up model, in order to replace the Toshiba program, but the current price is not negotiable. The Japanese mean that VCD chips are so cheap, and DVD chips can't be so expensive, saying that the price is too much, so it's still consumed by us. ”

Everyone listened quietly, and their hearts were full of optimism.

After listening to this, Hu Yiting thought for a while and said, "Sharp can pull BOE to talk about it." JVC I don't care about them, I like to buy them or not.

Sharp's LED production line technology is what we want,Although Panasonic is the first to get the third generation line,But Sharp also came out,Samsung has now also done the third generation line,At present, the LCD panel industry giants are building the 3.5 generation line。

Anyway, let's ask, as long as Sharp has that meaning, we can be more flexible. ”

Luo Zheng: "Then I'll contact Wang Dongsheng in the afternoon?"

Hu Yiting: "Okay, let's talk about it specifically, if you really want to be able to exchange for technology, money is not a problem." ”

Luo Zheng nodded: "I'm afraid that Sharp won't, these Japanese are strict with their technology." ”

Hu Yiting said: "It depends on their appetite." In fact, the LCD panel is not made by his Sharp family, and he is not a big monopoly on the upstream and downstream.

Wang Dongsheng came to the meeting at the beginning of last year, and he explained it very thoroughly, didn't he? The glass substrate is made of Japanese Asahi glass and electrical glass, the exposure machine is Nikon and Canon, the etching machine is NEC, the color filter and polarizer are made by Nippon Electrician, the lithographic printing equipment is made by Imperial Japanese printing and Japanese letterpress printing, ITO conductive film is made by Japan Vacuum Technology Co., Ltd., and the mirror projection system is Canon.

In short, none of the core equipment is Sharp's, he said bluntly, it is similar to those wafer factories in Taiwan, only engaged in the process, only research and development process, a little different unique technology, this kind of enterprise is very, in fact, it dies quickly. ”

Wu Tong nodded: "Mr. Hu is right, just ask, look at Sharp's attitude, Mr. Wang also said last time, just buy a 3rd generation line for reference." ”

Luo Zheng: "It is estimated that it is not easy to do, but it is man-made, after all, they are all 3.5 generation line, I heard that Panasonic and Samsung have begun to prepare for the 4th generation line, said that it will be put into production in 98 years at the latest, this thing is upgraded too quickly, if Sharp does not sell, sooner or later it will rot at home, I think they are not as good as Panasonic, and they are not necessarily stronger than Samsung and Hyundai, and Koreans are now building LCD panel factories without money. ”

Zhu Jun, who came to Beijing from Hushan to report on his work, said with a smile: "Sharp's product route is quite strange, what is the implantation of video recorders into TV sets, the implantation of disk players into game consoles, etc., is strange, but there is no depth. ”

In the conference room, everyone chatted and discussed the possibility of cooperation with Sharp proposed by Hu Yiting.

Xiao Cui had just recovered from the shock at this time, and whispered to Tang Tao, the producer sitting next to him: "According to this calculation, they made a profit of more than 10 billion last year, right?

Tang Tao smiled bitterly: "I did my homework before, but I didn't know so much, mainly because of the gossip Hu Yiting." ”

Xiao Cui crooked his mouth and smiled: "I didn't expect it to be so good, which company in the north do you say is so profitable? ”

Tang Tao licked his lips: "The chip is really money, I know they make VCD and DVD chips, but I don't know how big it is." ”

Xiao Cui looked at Hu Yiting, who was talking to Luo Zheng at the head of the conference table, and couldn't help nodding slightly: "It's too big, several firsts in China, and it's only been two years, how can this be described?"

Tang Tao: "I watched and made a documentary, which is a bit legendary. ”

Xiao Cui: "This episode of the show must be exciting, it's a pity that one episode is a pity, I think it can be divided into two episodes." ”

Tang Tao nodded: "One career and one life." ”

Xiao Cui: "You don't need to deliberately divide it, it's good to put it together, I'm afraid that the material is not enough." ”

Tang Tao: "Then shoot more, it's best to add a studio part, interact with the audience, and be a hit." ”

Xiao Cui Xin said that he was afraid that Hu Yiting would not be happy, and he said before that he would not enter the shed, but now he wants to change it, which is a bit troublesome.