"As far as I know, even if the STN production line of Xincai Optoelectronics is running at full capacity, it can only produce a maximum of 25,000 LCD screens per month, which can meet the current production needs of NoteBook laptops. Once Aikang expands production in the future, there will be a gap in the supply of STN LCD screens.

Therefore, instead of spending a huge amount of money to invest in a high-risk TFT LCD production line, it is better to give priority to expanding the production scale of STN LCD screens. Other computer manufacturers are bound to follow NoteBook's lead and launch their own laptops soon. The STN LCD screen of your Xincai company has the endorsement of NoteBook, which is a star product, and it is easy to get orders from other computer manufacturers!"

After three rounds of wine and five flavors of food, Lin Ting expressed his desire to enter TFT LCD with a straight line, but Wei Chuankai said with some noncommittality.

"Mr. Wei, I believe you must be very clear that the STN screen is only a transitional choice for Aikang Company. If it weren't for the instability of your Jiachuang TFT production line production capacity, it is estimated that there would be nothing to do with our new color now! Aikang intends to make the NoteBook series of notebook computers a flagship product, and the next generation of NoteBook will not continue to choose STN screen.

Although TFT screens have just started, STN screens are bound to have room to survive in the next three to five years. However, the display performance gap between TFT LCD and STN LCD is obvious. Once the TFT screen is mass-produced, the STN screen can only be reduced to a low-end product. Therefore, at this time, the risk of expanding the production capacity of STN is no smaller than betting on TFT technology!"

Lin Tingshen said in a very sincere tone, with a helpless wry smile on his face. Don't look at 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. But Wei Chuankai, the CEO of Jiachuang Technology Company, has even greater influence on Xincai Company than Lin Tingshen, the chairman.

As long as there is an order from Aikang. Xincai Optoelectronics can continue to survive if it changes its boss, which is very moisturizing. And if it loses the technical support of Jiachuang Company, Xincai Optoelectronics will soon be left behind in the fierce competition.

What's more, who doesn't know that Jiachuang Technology and Aikang Company actually wear the same pants, and the bosses behind the scenes are all "God of Wealth Li". It can be said that all the lives of Xincai Optoelectronics are in the hands of the Eastern Group, and Lin Tingshen has no need to play small tricks at all.

"Lin Dong, it seems that you have considered it very maturely! Although we Jiachuang Technology is the second largest shareholder of Xincai Optoelectronics. However, it is still necessary to make some problems clear in advance, the construction of TFT production line is difficult, and the scale of investment is large. If you want to enter the game, you must be prepared to take high risks!

For example, the production line with a monthly output of 20,000 pieces of 300mmX400mm TFT liquid crystal was put into production by our Jiachuang company, with a total investment of up to 50 million US dollars!

"Xincai Optoelectronics is ready to use the existing TFT production line of Jiachuang Company as a template. Build an LCD production line of the same level. To this end, we plan to issue new shares to the secondary market to raise HK$200 million to HK$300 million in cash, and the rest of the funding gap will be solved through bank loans!" Lin Tingshen and Pan laid out his plan.

Taking advantage of the hot sales of NoteBook, the stock price of Xincai Optoelectronics today is like a chicken blood. At this time, the issuance of new shares on the grounds of preparing for the construction of a TFT production line will not only not suppress the stock price, but is likely to give the market a new hype theme and imagination. Moreover, Xincai Optoelectronics holds the STN screen order of Aikang Company in its hands, and there is no reason why the bank should not support such a company with good performance.

"Now that you Xincai have made up your mind, we will naturally give full support to Jiachuang here! Sharp is estimated to come back soon. And I have also received the news that Toshiba is ready to cooperate with IBM. Co-investment in TFT projects, and even NEC seems to be interested in investing in its own TFT LCD plant.

Therefore, the TFT liquid crystal industry will soon usher in a competitive situation, and the CVD equipment produced by Lam Research is a key part of the entire production line. So Mr. Lin will definitely be a fragrant bun next, you have to seize the opportunity to toast Mr. Lin a few glasses tonight!" 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 Lam Research Company in the future, so I should have a drink with Lin Dong first!" Lin Jieping raised his glass and said with a smile. In a TFT LCD production line. The cost of purchasing CVD equipment alone is in the millions of dollars. The next wave of TFT LCD investment is bound to make Lam Research reap tens of millions of dollars in orders, so he is naturally in a very good mood now.

"IBM has finally figured it out this time, instead of building a factory in the United States, it will not invest in Asia. The U.S. labor unions are so tough! IBM's intention to close a PC assembly plant in New Jersey and move production capacity to Asia has been met with a backlash from local unions!

This year also happens to be an election year in the United States, and political careerists from all walks of life have jumped out to fan the flames. In the end, IBM had no choice but to compromise and reduce the size of the factory by half, rather than simply shutting it down!" Lin Tingshen said with a somewhat embarrassed smile.

Chunghwa Picture Tube Company, a subsidiary of the Lin Family Datong Group, previously undertook OEM orders for some of IBM's computer monitors. If IBM decides to shift all of its PC business to Asia, Chunghwa Picture Tube has a good chance of getting more display OEM orders.

However, the workers in the United States are obviously not so easy to talk about, especially when faced with the threat of losing their jobs, they naturally have to rise up and resist! As far as IBM's PC business is concerned, if it has no technological superiority, it will be even more unable to compete with it if it bears higher production costs than competitors such as Aikang!

"It is said that IBM, together with Apple and a number of other local computer companies, is actively lobbying in Washington, hoping that Congress will pass legislation to raise tariffs on imported computers!" Lin Jieping is in the United States, and naturally he has learned more news.

"IBM has not narrowed the gap with Aikang in recent years, but has been attacked by other second-tier brands. As for Apple, it has long been reduced to a second-rate computer company. If you continue to cling to your own independent operating system, it will only get more and more ********!

However, it is not easy for American computer manufacturers to win like the "US-Japan Semiconductor Agreement" for several years, and Aikang Company did not adopt a price that harms others and is not beneficial to itself like the original Japanese semiconductor companies, so it is difficult to catch its handle!" Wei Chuankai shook his head and said. He doesn't think the shady tricks of companies like IBM will work.

As a few people in the industry, the topic is naturally inseparable from the computer industry. And while they were eating, in the mansion on the top of the Victoria Peak, Li Xuan was answering a phone call from London, chatting about the same topic.

"IBM's predicament is not that its competitors are too strong, but that it has too many faults of its own! IBM's previous dominance of the mainframe market is not a market of free competition. It has become accustomed to relying on monopolies and making huge profits with ease.

Therefore, when faced with the market of personal computers, which requires brutal hand-to-hand combat, it shows all kinds of unadaptability! IBM's poor cost control. And the arrogant after-sales service, so that the credibility bonus brought by their own brand is exhausted! Even if there is no aggressiveness of our Aikang company, other companies will also pick IBM off sooner or later!

It is necessary for us to keep an eye on their jumping up and down in Washington, but there is no need to be too nervous! Isn't Your Excellency Prime Minister of Downing Street going to visit Washington in the near future? As the closest ally of the United States, it is necessary for Britain to make clear its stance on irrational trade protectionism! Akon is an authentic British enterprise, and His Excellency the Prime Minister has the responsibility to protect the legitimate interests of his own enterprises from being infringed upon!

Moreover, we can also guide public opinion in a timely manner, and global economic integration has been an irreversible development trend since the 80s. In the context of the global re-industrial division of labor. The origin of the product has become more and more blurred, 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 a large proportion of the total cost. On the contrary, the cost of key components such as processors remains high! There are always many voices in the United States saying that ERM processors are not American products, but nearly half of the ERM processors are produced by Dongfang Semiconductor Company's wafer factory in the United States. So if you judge only by the place of origin, it should be an authentic American product!" Li Xuan said very indifferently into the microphone.

Recently, the Eastern Bloc has suddenly suffered more public attacks in the United States, and this is inseparable from the general election in the United States. Li Xuan's old friend, Republican presidential candidate George H.W. Bush, is in various polls across the United States. Support has been well ahead of Democratic candidate Dukaski.

With three or four months to go before the final showdown, the Massachusetts governor-turned-presidential candidate is naturally reluctant to raise his hand and surrender now. Therefore, this Dukaski can only do everything possible to find all kinds of stains on Bush Sr. to attack, and then lower the opponent's support rate. As a foreigner with the halo of "the richest man in the world" on his head, Li Xuan is very close to the Bush family. Naturally, it became the target of smear on the part of Dukaski.

Foreign capital interference in the US election is definitely the biggest taboo in US politics. If American voters can be convinced that the world's richest man and the Bush family have an ulterior power-for-money deal, it will inevitably deal a fatal blow to the elder Bush.

Naturally, the competitors of the Eastern Bloc in the United States will not let go of this opportunity to fall into the ground, and they have also cooperated in fanning the flames to release all kinds of news that are unfavorable to the Eastern Bloc. For example, foreign computer companies, led by Aikang and others, have defeated domestic American companies by relying on unfair price dumping, 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 Company and even the entire Eastern Group. Aikang and the Eastern Group naturally can't sit still, for example, as Li Xuan suggested on the phone just now, they can completely leverage their strength.

At the beginning, Li Xuan defined Aikang Company as a British company, not a Hong Kong company, in order to pull the British government to fight the thunder in this case. iKang creates a large amount of tax revenue for the UK every year, brings a lot of profits to British investors, and deserves the protection of the British government.

And Li Xuan has always been very sober, with Hong Kong as the base camp of the Oriental Bloc behind the lack of national power behind the endorsement, only through the upright market, it is not easy to be caught by potential competitors!

"IBM is not the real opponent of Aikang, and Japan's electronics companies are the ones we need to focus on guarding against and containing! In the previous desktop computer era, Japanese companies were constrained by weaknesses in the fields of processors and operating systems, and have not been able to perform brilliantly!

However, as the computer industry attracts more and more attention, including such as the Oriental Research Institute and the Oriental System Software Company, it is no longer suitable to blatantly open a small stove for Aikang. In the next era of mobile computers, Japan's advantages in LCD technology are bound to become their biggest reliance on the rise of the computer industry!

Competition in the entire computer industry has become more and more transparent, and Japanese companies, which are good at cost control, undoubtedly have a considerable advantage in this almost transparent competition. What's more, Japanese companies are also not inferior in creativity, and can always design products that are favored by consumers! So in my opinion, Aikang's opponents in the next ten years will only be Sony, Toshiba, NEC and other Japanese companies!" Li Xuan once again clarified his point of view to the chairman of Aikang Company on the other end of the microphone.

Japanese companies in the '80s were invincible in the world, and although the Japanese economy collapsed after the bubble burst in the '90s, Japanese companies remained strong throughout the '90s. By the time Japanese companies really start to show signs of decline, it will be a 21st century thing.

The wealth of Japanese companies can also be revealed from the investment in the TFT liquid crystal industry. The Oriental Group has Li Xuan's golden finger, and its profit margins are definitely among the top among global multinationals. And Li Xuan, as a person who has come over, is also very clear about the future prospects of the LCD industry, so he is willing to throw a lot of money into this sunrise industry.

But even so, when Jiachuang Technology built the first TFT panel production line, it still strictly controlled the investment, and the total cost was about 50 million US dollars. According to Jiachuang Company, the total investment of the Sharp production line launched in the same period has been close to 100 million US dollars, which is more courageous than Li Xuan.

Because of the hot sales of NoteBook, mobile computers and LCD screens have just shown huge market potential, and many Japanese companies are eager to follow up on the investment in the LCD field. You must know that a TFT LCD production line is conservatively estimated to cost 100 million US dollars, which is 100 million US dollars in the 80s. (To be continued.) )