Chapter 106: Asking for OEM
"Of course other countries won't accept it. People are not fools. Li Yixuan explained: "There are two main reasons why the RB high-speed rail cannot make money: first, the RB Shinkansen was born in the 60s, which was first in preparation for the Tokyo Olympics. The motors used on high-speed rail are also traditional DC traction motor systems, rather than AC motor traction systems that are now popular in Europe.
High-speed rail uses DC motor traction system, and the biggest disadvantage is that it consumes a lot of electricity. People who have a certain common sense of railway motors should know that the DC motor traction system is only suitable for trains with a speed of less than 100 kilometers per hour, which is higher than this value, and it is extremely uneconomical and cost-effective.
RB's first-generation high-speed rail is to increase the power supply of DC motors to improve the operating power of motors. The huge power consumption of the motor alone is beyond the reach of any railway company. What's more, the service life of the motor will also be greatly shortened, and the motor will have to be replaced every two years on the RB Shinkansen, and less than a year for trains on individual lines.
In addition, you have to understand that RB's high-speed rail, unlike European high-speed rail, uses centralized traction, uses distributed traction, how many motors are needed for a train, and how many high-speed trains are there on RB's Shinkansen? Think about it, the cost of replacing the motor alone is a huge amount of money
Second, the structure of RB's high-speed rail trains is very complex, and maintenance, upkeep, and repair are extremely difficult, which in turn leads to extremely low train attendance. In order to maintain a high uptime, the number of trains purchased can only be increased, which in turn increases the operating costs of the railway company. That's why I said that RB's high-speed rail has its name, but not reality. ”
Minister Jiang didn't expect Li Yixuan to know a lot about high-speed rail, and asked: "Is it replaced by an AC motor traction system, and RB's high-speed rail will no longer lose money." ”
Li Yixuan nodded and said: "It can be said that last year, the second generation of RB high-speed rail trains were put into operation, and this generation of trains adopted a three-phase AC asynchronous motor traction system, without commutators and brushes, there is basically no maintenance, and the service life, reliability and production cost are much stronger than DC motor traction."
However, the second-generation high-speed rail trains, RB Railway still has no hope of making a profit, because they use the GTO converter for the control of the motor, and this system is not suitable for trains with speeds of up to 250 kilometers per hour, only for trains with speeds of less than 160 kilometers per hour.
RB's second-generation high-speed rail is still losing money, but it is not as big as the first-generation loss. Don't talk about making a profit, even if it's too early to break even. ”
Minister Jiang already understood what Li Yixuan wanted to express, and asked: "Are you saying that if the RB high-speed rail wants to break even, or make a profit, it must replace the GTO converter with IGBT?"
"That's right! With IGBT for high-speed rail trains, the overall structure of the train will become simple, and the cost of use, maintenance, maintenance and repair, and failure rate can be greatly reduced, and the cost reduction is very amazing, and the cost reduction can reach more than 70%. In this way, RB's high-speed rail can be truly profitable. At present, RB is developing IGBT technology with all its strength, and hopes to fully conquer IGBT technology in 1990!"
Made, this science popularization is not easy to do at all.
His throat was dry and smoking, and he drank the water in his cup in one go.
When Minister Jiang saw that his cup was empty, he personally refilled it for him and asked: "Is it difficult to develop IGBTs?" By the way, hasn't the United States already made it, why don't they buy it like them?"
"The United States will not sell IGBT to RB, and the United States will not sell IGBT to RB unless it comes up with IGBT itself. ”
"Why is that?" asked Minister Jiang with a smile.
Li Yixuan knows that after the reform and opening up in the mainland, there has been a trend that it is better to buy than to buy, and it is better to rent than to buy. He hopes to give the country a wake-up call, so as not to be deceived.
After organizing the language, he said: "Although RB is a strategic ally of the United States, this strategic ally makes the United States very uneasy. There is a lesson from Pearl Harbor, even if the United States sells it to IGBT, it will use all kinds of methods to jam his neck.
Don't think that the United States will not get stuck in the neck of its allies, there is a saying in China called killing acquaintances, and the United States is very ruthless in killing acquaintances, and hardcore allies like Britain and Israel, the United States is very ruthless in killing acquaintances.
In addition, the IGBT developed by GE and RCA is not suitable for RB's high-speed rail. GE's IGBTs are only suitable for use on U.S. space shuttles and rockets, as well as satellites, while RCAs are suitable for U.S. ships. ”
Minister Jiang already has a certain understanding of the importance of IGBTs.
Li Yixuan went on to explain: "It is very difficult to master the manufacturing technology of IGBT. IGBT is a device with a very complex operating principle, integrating the basic structure of almost all semiconductor devices.
To manufacture IGBT devices that meet the requirements, a series of microelectronic manufacturing processes such as lithography, oxidation, ion implantation, thermal diffusion, and deposition polysilicon are involved.
In order to reduce the on-resistance, engineers continue to reduce the size of the cell and increase the number of cells connected in parallel, so the IGBT manufacturing process rule is reduced from 5 microns to 0.5 microns, and the wafer size is increased from 4 inches to 6 inches and 8 inches. This is an insurmountable technological peak for the vast majority of countries. It is precisely because of these difficulties that IGBT has always been the western developed countries that dare to touch this field, and the technologically and economically backward developing countries cannot afford to play.
You must know that in the West, semiconductors are also called semi-inverted, and if they do not have strong technical strength and huge financial strength, they will not be able to play. ”
Minister Jiang understands that it is very difficult for China to make a breakthrough in IGBT, and there is almost no possibility of a breakthrough in the short term. The state can't come up with a huge amount of money to do research and development, let alone continuous research and development investment.
So he changed the subject and said, "I heard that Mr. Li is a computer worker?"
"Yes. Li Yixuan knew that the topic was coming.
"Do you have any plans to cooperate with the mainland? ”
Li Yixuan smiled, "Minister Jiang, I don't know if Mr. Guo has told you that our Oranges company is only responsible for R&D and sales of computers, and the production of computers is outsourced to others. ”
"OEM, I've heard that Mr. Guo's Zhengwei company is an OEM. It is also very popular internationally at the moment. Since Mr. Li has his own technology, why doesn't he want to produce it himself?"
"The market economy is a division of labor, different people, different enterprises, different good at different, the right choice according to their own ability, is a better choice. The gene of some enterprises is to engage in scientific research and develop products and technologies. Then, I don't produce it myself, but find a reliable partner to commission production. Because, it does its own production, efficiency and cost are not necessarily better than those companies that are good at managing factories, but they distract themselves. Li Yixuan explained, "Entrepreneurs who are good at managing factories do not develop products themselves, but they work management, can mass produce the fastest, and control costs and manage quality." OEM products for other enterprises, you can also guarantee income in drought and flood, and earn OEM fees!"
"Just like when I do R&D, if the product is popular and I make a profit, I have a variety of options. One option is to open my own factory to expand my business, but this will inevitably affect the research and development of subsequent products. There is another option, which is not to open a factory, completely entrust others to produce for me, and pay the OEM fee. The profits are used to develop new products. As long as I continue to develop products with market prospects, then I will definitely earn more than I can open a factory! Moreover, the products are researched by me, and the initiative is in hand, and I will find whoever I am willing to find OEM. In the case of equal quality, whose factory is cheap, I will give the order to whoever produces!
In addition, our company's computer has always been handed over to Foxconn in Taiwan, and Foxconn is the enterprise of Mr. Guo's elder brother Guo Taiming, and I also have some shares of Foxconn in my hand.
Is this the cooperation you found? If so, your brother won't kill you! Li Yixuan glared at him fiercely.
Minister Jiang's sentence just now was not asked casually, he first had to know what kind of mentality Li Yixuan had about building a factory.
Now that I know that the other party will not build my own factory for production, I have more plans in my heart.
Just as he was about to speak, he suddenly saw Li Yixuan staring at Guo Taiqiang viciously.
Knowing that he had misunderstood, Minister Jiang explained: "Li Yixuan misunderstood, we will not rob Mr. Guo and his brother's business." Mr. Guo has loved businessmen, and it is too late for us to maintain it. What I want to say is that the computer is a big system that involves many industrial links, and it is so difficult that we cannot find a place for cooperation in it? We also need computers in China. ”
Li Yixuan stopped talking, he knew that China would be the largest consumer of computers in the future. But right now, you can't count on the country. Taking Lenovo, the largest computer supplier in the mainland, as an example, in 1995, Lenovo's computer production and sales exceeded the 50,000 mark, which is the largest computer manufacturer in China.
What was the output of computer manufacturers in the United States during the same period? Dell in the United States sold 3 million computers in 1995, and Compaq, which had not yet been acquired by HP, produced and sold more than 3.8 million computers in 1995, and HP sold more than 160 computers.
In comparison, China's computer market in 1995 could not afford to support any international computer giant.
can know that you know, but since people have come to the door, Li Yixuan can't refuse so directly, after all, the other party is still the future leader of the country.
Why are people looking for you, they can't just hope to get some overseas orders and earn some foreign exchange, if you don't give this face, do you want to mix in China in the future.
Li Yixuan was in a dilemma for a while, and he didn't know what projects to outsource to him.