Chapter 829: Ambition (I)
As a smartphone, in Jiang Hui's eyes, the six components of the chip, motherboard, storage, screen, battery and camera are the most important.
In terms of screens, OFILM invested by Guanghui Group has begun to be involved, and if enough funds are invested to develop in the future, it should be no problem to be a global leader, at least to slowly maintain the mainstream level.
After all, the mainstream in the world is not yet smart phones, the penetration rate of touch screens is not high, and the technology accumulation of various manufacturers in this area is not too different.
Although OFILM's comprehensive strength cannot be compared with manufacturers such as Samsung, LG, and Sharp, it is no problem to be invincible if you have mental calculations or not.
Not to mention the battery, which is the only core component that is 100% supplied by its own group company among all the components of the Guanghui mobile phone.
ATL was originally a battery supplier for foreign computers, MP3 and mobile phones such as Apple and Sony, and after being acquired by the Korn Ferry Group, Jiang Hui let them invest a lot of money and energy into lithium batteries.
In terms of cameras, Guanghui has invested in some high-tech companies such as Hikvision before, and these companies cooperate with each other and basically occupy the share of cameras in Guanghui mobile phones.
With the progress of technology, it is expected that all the cameras of Guanghui mobile phones will be produced by the group's subsidiaries in the future.
However, in addition to the screen, battery and camera, the more important chips, motherboards and storage aspects, the Guanghui mobile phone is completely inadequate.
Not only can it not produce any related parts by itself, but even if you look at the entire Korn Glory Group, no company has the technology to do so.
If Guanghui mobile phone wants to truly become a great enterprise, the independent development of these three core components is basically an inevitable choice.
In later generations, although Apple did not have its own processing plant or its own parts production plant, the core chip was designed by Apple itself, and it was just looking for Samsung to OEM.
Samsung, as Apple's main competitor, that is, the relationship between South Korea and the United States is special, otherwise Apple would have been killed by Samsung, where can we make full use of Samsung's parts technology?
However, in this life, if Apple is replaced with a glorious mobile phone, the outcome will definitely be completely different, and the glorious mobile phone will be killed or reduced to an assembly factory sooner or later, earning meager profits.
This is obviously not what Jiang Hui wants to see.
"Yes, chips, motherboards, storage, no one is missing, at the beginning our technology is not as good as the international advanced brand, we can use it on the current low-end products, and slowly expand to all products, and even we can sell them to the outside world", seeing Zhu Zhengfeng's surprised expression, Jiang Hui said affirmatively.
"For sale?", Jiang Hui's idea was obviously never thought of by Zhu Zhengfeng before, and it was inevitable to be surprised.
"Yes, you see, at present, smart phones basically do not use Qualcomm or Samsung chips, such as OPOO and IO, Qualcomm sells chips to them, the price will definitely not be cheap, if we have the right performance chips to sell to other mobile phone manufacturers at a more favorable price, so that we can support the development of chip factories."
Although Jiang Hui is ready for a chip factory to lose money for ten years, there is a difference between a loss and a loss.
It is ideal to produce at full capacity, without making money or losing money slightly.
Of course, you can say that it is ideal to have money to earn, but ......
Don't overthink it.
If no one uses the chips produced by the chip factory of Guanghui mobile phone, it will be difficult to continue to produce them.
So sometimes, even if it is a loss, we must insist on production, in order to make the product survive.
There are even times when losing money is a strategy.
At the beginning of this year, the market for semiconductor chip products DRAM (commercial dynamic random access memory) was in an emergency!
Due to overcapacity, DRAM products have fallen sharply for seven consecutive quarters, and an industry insider revealed: "The decline has reached about 80%, which has fallen below the cost price." "As a result, the entire semiconductor industry chain has been sluggish.
According to iSuppli, a global authoritative research organization, due to the deterioration of earnings and reduced cash flow, global DRAM manufacturers may reduce equipment investment by 50% in 2008 compared with the previous year, so that the supply growth rate of the entire DRAM industry will slow down, which is expected to improve the balance between supply and demand in the second half of 2008 and stabilize market prices.
At the same time, it also issued a warning that if the DRAM chip market continues to decline, DRAM buyers may face the danger of supply chain disruption, as some DRAM chip manufacturers have already experienced serious financial problems and may exit the market.
At this time, Samsung Electronics, the largest manufacturer accounting for 30.2% of the global DRAM market share, believes that this is a good opportunity to detonate the industry reshuffle.
Even Samsung Electronics is facing a 64% drop in product prices, but Samsung's executive vice president Zhu Yongxi said: "We just value the opportunities in difficult times, and hope to strengthen our competitiveness and widen the gap with our competitors through large-scale investment and capacity expansion." ”
Samsung wants to take this opportunity to change the situation of the five giants competing for hegemony and complete the industry reshuffle.
When the industry was sluggish, overcapacity, and prices fell, Samsung suddenly invested all its profits in 2007 in capacity expansion, more than 7 billion US dollars, and spent it when it was said.
Samsung's actions are meaningless and make the entire industry worse, and the price of DRAM has collapsed rapidly, and the selling price is far lower than the cost price.
Not only Samsung itself, but almost none of the top few in the industry make money.
Samsung Electronics, which has a market share of 30.2%, looks like it is still making a profit because of its financial report, which includes the manufacturing of liquid crystal displays and mobile phones, but DRAM is definitely a mess.
South Korea's Hynix Semiconductor Co., Ltd., the world's second-largest company, lost $677.4 million, accounting for 18.6% of the market share.
The third-largest island nation Elpida Memory Co., Ltd. will lose nearly twice as much as the market estimate; Micron Technology Co., Ltd., which ranks fourth, will lose $777 million; and Germany's Qimonda, the fifth-largest company, will lose $767.3 million, marking two consecutive quarters of huge losses.
Under Samsung's strategy of killing 1,000 enemies and injuring 800 people, the cost of the industry has been reshuffled, a number of suppliers have been eliminated, and the market share has increased significantly.
So from this point of view, sometimes, losing money is also a strategy, and it is not necessarily a bad thing.
The key is that you have the ability and vision to turn bad things into good things.
Jiang Hui, who has the golden finger of rebirth, obviously lacks this kind of ability and vision the most. ()
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