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Lee Jae-so summoned the heads of Samsung Electronics' mobile phone business unit in China. Pen, fun, pavilion www. biquge。 info

On the camphor wood-colored table, there are two mobile phones, which are two new mobile phones launched by Kewang Hi-Tech and Unitrust based on ESS baseband chip technology.

Samsung's mobile phone application research center in Jianye made a detailed test and evaluation overnight, all the performance is quite mediocre, there are no obvious defects, even if the appearance can be regarded as an advantage, it is quite limited, Lee Jae-so let everyone take out their mobile phones and put them on the conference table, these two mobile phones are indeed very inconspicuous, but in the eyes of Lee Jae-so and everyone here, these two mobile phones have a very significant, impossible to ignore advantage, that is, the manufacturing cost is low enough.

Based on all aspects of information, the manufacturing cost of these two phones is around $100, and the manufacturers and dealers have considerable profit margins relative to the market price of about $160-170.

In addition to the baseband chip, Kumho also integrates other major core components required for digital mobile phones, and Kumho also supplies inexpensive small STN monochrome screens, which is a key factor in the manufacturing cost of these two mobile phones.

Lee Jae-so looked at the dazzling number of "140 US dollars" in the report and rubbed his temples, this is the manufacturing cost limit that Samsung Electronics can control when producing mobile phones of the same specification, in addition to the manufacturing department of Samsung Electronics' mobile phone business is mainly left in the HG local, and the cost of human resources is high, core components such as baseband chips also need to be provided by European and American manufacturers, which are the key reasons why the cost cannot be reduced.

For the mobile phones now produced by Samsung Electronics, the CDMA baseband chips are mainly supplied by Qualcomm, and the G** baseband chips are mainly supplied by Infineon and Deyi. Not only these three chip factories, but also the world's major baseband chip suppliers are eyeing the mid-to-high-end chipsets with larger profit margins at this time, even if they are willing to provide a small number of low-end chipsets, they will not compress their profit margins so that downstream manufacturers are more competitive.

"Even if Kumho has attracted enough attention from major mobile phone chip manufacturers such as Infineon at this time, Deyi, who wears the same pants as Kumho, will most likely contain the energy of manufacturers such as Infineon on the competition of mid-to-high-end chipsets," Kim Nam-yong analyzed, "The situation faced by Motorola and Nokia is somewhat similar to ours, although Ericsson and Philips also master baseband chip technology, but they are not even as good as us in terms of manufacturing cost control...... Even if we adjust our low-end market response strategy now, it is already a relatively optimistic estimate that we can adjust it in two years, and when the two new factories of Zhongjing Microchip will be completed, Kumho will be able to gain a cost advantage again......"

"Alas......" Li Zaizhu sighed lightly in his heart, Kumho himself did not launch low-end mobile phones at the same time as expected with Kewang Hi-Tech and Unicredit, on the one hand, it may be that Kumho's production capacity is still limited, on the other hand, Kumho temporarily gave up entering the low-end market when the door of the low-end market was open, which means that it has a more flexible strategy than its competitors.

In addition to the core technology and the increasingly perfect manufacturing system, Lee Jae-so can't close his eyes and say that he can't see Kumho's natural advantages in the local market.

When other mobile phone chain enterprises in China were just starting, Shengxin Telecom spent 500 million yuan in 97 to implement the "100 cities and 100 stores" program, relying on the backbone network that Shengxin Electric has rolled out, and fully penetrated the mobile phone direct network into the second and third tier cities; In September this year, Shengxin Telecom proposed the "Thousand Cities and Thousands of Stores" plan to penetrate the marketing network into county towns.

This time, Shengxin Telecom accepted the joining of county-level urban mobile phone dealers, and the actual funds used in the "Thousand Cities and Thousands of Stores" program were quite limited, but the market coverage of Shengxin Telecom could be greatly increased.

As a member of the Kumho family, there is no doubt that Kumho's highly penetrating vertical system makes it highly competitive in the local market. Kumho can even compress the profit margins of each link and greatly reduce the actual market price of the product to completely suppress competitors, although Kumho is still very restrained in this regard, but the competition is cruel to a certain extent, who can guarantee that Kumho will not use this killer feature?

Samsung Electronics is also implementing this high-penetration industrial strategy in HG, but the capacity of HG's local market cannot be compared with China, and Lee Jae-so really can't imagine what advantages Samsung has in China's low-end mobile phone market and Kumho's hand-to-hand combat.

In the low-end mobile phone market, not only does Kumho Meat Bo have no chance of winning, but it will also disrupt the market strategy, but how can you be willing to watch Kumho swallow the entire low-end mobile phone market?

Although the absolute profit of each low-priced mobile phone is relatively limited, hundreds of millions of ordinary citizens in China constitute the consumption potential of the low-end market, and the market potential is unimaginably large.

On Ge Jiande's desk, there are also two new mobile phones launched by Unitrust and Kewang Hi-Tech, his eyes are staring, and he gritted his teeth with hatred.

Xiao Ruimin's blatant confrontation is a stinger in Ge Jiande's heart, but at the time when Huaxia Electronics was officially assigned to the jurisdiction of the Economic and Trade Commission, Unicredit successfully launched a new mobile phone based on ESS baseband chip technology, which undoubtedly preliminarily showed that Xiao Ruimin's initial decision was not wrong.

The domestic mobile phone market has maintained a rapid growth, but due to the insufficient supply of upstream components, in addition to Aida and Kewang Hi-Tech can obtain sufficient chip supply and direct competition with foreign mobile phone manufacturers, the other thirteen domestic mobile phone manufacturers are facing a serious shortage of production and cannot make money.

In response to this situation, other mobile phone manufacturers have adopted the strategy of increasing the number of orders and increasing inventory, but only Unicredit has carried out in-depth cooperation with Kumho under the leadership of Xiao Ruimin.

Among the three mobile phone companies under Huaxia Electronics, Unicredit's performance has always been better than that of Dongxing and Lianxun, but the advantages are not too obvious.

Since the summer, in addition to cooperating with Kumho to develop new mobile phones based on ESS baseband chips, Unicredit has also obtained the supply of some components in short supply from Kumho, and Unicredit's performance in the third quarter has distanced itself from Dongxing and Nexcom.

New mobile phones have also been developed, compared to Lianxun and Dongxing, which need to purchase mobile phone chipsets at high prices from overseas partners, although the price of new mobile phones is low, but the profit margin is fully doubled.

Even if Huaxia Electronics leaves the Ministry of Information Industry, Xiao Ruimin cannot get the direct support of the Ministry of Information Industry, and Ge Jiande can't find an excuse to remove Xiao Ruimin's stinger from his heart at this time, and even worry about Unicredit going out of Huaxia Electronics.

Ge Jiande closed his eyes, only felt that his temples were faintly swollen, and the previous battle with Kumho had nothing to do with the overall situation, and he never thought that Unitrust would become a nail in Kumho's hand to his heart, and he had a sense of crisis of life and death, thinking in his heart that the construction of Huaxia NEC's new factory was also going to be on the road, and resources could no longer be allowed to flow to Kumho.

In late November, the eyes of the outside world were focused on the construction of the two new factories of Zhongjing Microchip, but Zhang Ke ran from Jinshan to Xinting, and he had a headache for other things.

Donghai United Iron & Steel Group's acquisition of Dongshan Iron & Steel Co., Ltd. to jointly implement the plan of Dongshan Port's 10-million-ton steel manufacturing base was finally rejected by the Planning and Development Commission, and the first attempt by private capital to penetrate into a super-large state-owned enterprise was declared a failure.

This result is not particularly surprising, and there are several plans in the past.

After the adjustment, the plan that was finally approved was jointly funded and registered by Donghai United Iron and Steel Group and Dongshan Iron and Steel Group, which is responsible for the construction and operation of the 10-million-ton steel manufacturing base in Dongshan Port.

Donghai Liantie Iron & Steel and Dongshan Iron & Steel have a 7:3 shareholding ratio in the new company, and will also provide a total of 2 billion US dollars of construction funds to the new company in advance according to this ratio, and the steel base construction project is officially launched.

Kumho Shoji holds a 75% stake in Dongshan Iron and Steel and is expected to bear a proportional construction fund of USD 450 million in the early stage, and the Xinting Prefecture will bear a construction fund of USD 150 million in the early stage.

When the construction of Dongshan Port was launched, almost every cent of the financial resources that Jiangnan Province could squeeze out were invested in Dongshan, and it was really less than $150 million in funds, and the pressure on this part of the funds still fell on Kumho's head -- Kumho had to come up with a total of $600 million in the early stage to inject Dongshan Iron and Steel in the name of corporate bonds.

The groundbreaking ceremony of Dongshan Iron and Steel Base was very low-key, and there was no special invitation to media reporters, in addition to the local media in the two provinces, there were also some electronic professional media reporters who were not invited. It is hard to imagine that Kumho Corporation's financial resources will be able to share the capital contribution obligations for the construction of the two new factories of Sinocrystal Microchip after investing US$600 million in the steel base in advance.

In the early winter season, the new pavilion, standing on the seaside, the sea breeze blows and there is already a vague feeling of wind cutting, on the vast construction site of the reclamation project, the beach that has been filled in has not yet been covered by vegetation, it is dry and rainy after autumn, the soil is a little sandy, the wind blows, the white sand and dust flows, people stand in the middle, it feels like standing in the vast desert, and the blue lake is in the distance.

Zhang Ke did not go to attend the groundbreaking ceremony of the steel base, he let the car park on the side of the road, walked around the construction site, ate the wind and sand for a long time, and waited until he received a call to hear that the groundbreaking ceremony was over and the team returned to Xinting City, he went to the place where he parked.

The entire convoy stopped on the side of the road and waited for him, and Zhang Ke saw the window of Tang Xueqian's car open, so he walked straight towards Tang Xueqian's car.

"Come, take my car." Tang Xueqian helped Zhang Ke open the car door.

Zhang Ke saw that Lu Wenfu was also in Tang Xueqian's car, Tang Xueqian's secretary Xu Ruiping was not in the car, but Meng Xueqing was sitting in the passenger seat, probably chatting about the topic of Xinting, and called Meng Xueqing into the car, so that he could better understand the specific situation. I just don't know what other officials in Xinting City will think in the eyes of others.

Meng Xueqing is now the deputy head of Dongshan Port, although he is more familiar with the construction of the port area, Xinting City took into account his particularity and let him be in charge of attracting investment in the port area.

Zhang Ke saw that Meng Xueqing was about to get out of the car to make way for himself, and said with a smile: "I'll sit in the back and squeeze with Uncle Tang and Governor Lu...... All three of us are skinny. ”

Tang Xueqian gave way to the court and let Zhang Ke sit in.

The car was driving on the Tonggang Highway, with busy construction sites on both sides, and Zhang Ke said with a smile: "It seems that I can smell the breath of the big industrial age......

Lu Wenfu smiled and said: "The central government asked Governor Tang and Secretary Xu to come to Jiangnan, and they can be counted on to shoulder heavy responsibilities and turn the tide of ......."

Lu Wenfu made a special trip to attend the groundbreaking ceremony on behalf of the Donghai Provincial Government, and he smiled, the atmosphere of big industry is also caused by the investment of huge construction funds, even in the world, this kind of big capital operation is extremely rare. Not to mention the huge scale of the port industrial development in the later stage, just the preliminary project of the Dongshan Island port construction project has driven the economic scale of Xinting and the surrounding areas to more than double, and the economy of Jiangnan Province, which was hit hard by the floods last year, has also temporarily curbed the trend of recession, and this year it will even be able to exceed the national average growth.

The central government decisively enabled Xu Xueping and Tang Xueqian at a critical moment, and this move is still very bold and insightful, otherwise it is really difficult to imagine when the economy of Jiangnan Province will embark on the road of complete recovery.

Meng Xueqing sat in the front row, thinking that the total amount of funds that Kumho Commercial had invested and was about to invest in Xinting was close to 1.4 billion US dollars, which was seven times the total amount of foreign investment introduced by Xinting in 97.

"......" Tang Xueqian sat in the back row, wanted to laugh but didn't laugh, but sighed softly, and said, "The economic data can be improved temporarily, the beneficiary area is still limited, and the adjustment of the province's industrial structure cannot be completed overnight......"

Zhang Ke scratched his head, and he knew in his heart what was pressing on the hearts of Xu Xueping, Tang Xueqian and others.

The total number of laid-off workers in Jiangnan Province is likely to exceed 1.4 million next year, and the actual number of new jobs that can be provided by the secondary industry is expected to be less than 100,000. In addition, the employment flexibility of the urban unemployed is not as good as that of the people who come out of the countryside to work, just like the huge construction site in the east of Xinting has created tens of thousands of jobs, and the main force of labor absorbed at this time is still the migrant workers who have come out of the countryside.

This summer, Donghai Province has comprehensively raised the standard of living relief for laid-off workers, and the provincial financial department has spent more than 400 million yuan in overall expenditure, and there is almost no pressure, but Jiangnan Province has not even finished rehousing the people affected by last year's floods.

Lu Wenfu asked Zhang Ke with a smile: "There are too many feints in Zhongjing Microchip, don't say that the outside world is confused about this, the province is a little confused, and it is not easy to catch your people, but I want to ask you, when will the Jinshan factory be launched?" ”

"It depends on the progress of the negotiations on the Singapore side," Zhang Ke said, "In any case, the Jinshan factory will be launched before the end of the year, and even if the Singapore side cannot negotiate, it will have to raise funds to ...... it."

"Kumho shouldn't just want to build a fab into a gold mountain, right?" Lu Wenfu asked.

"Governor Lu is really a pair of fiery eyes," Zhang Ke said with a smile, "We estimate that in another two or three years, the low-end mobile phone chips will almost be dominated by 0.25 micron wafer technology......"

"......" Lu Wenfu turned his head sideways and asked in surprise, "So Kumho wants to build a factory in Jinshan?" ”

"For a period of time, even if we have the ability to control a larger share of the market, Aida has maintained a certain degree of restraint," Zhang Ke touched his nose and said, "The business policy is not always fixed, especially at this stage, we have completed some preparations on low-end mobile phones." Low-end mobile phones will not be able to escape the situation of small profit competition in the end, for things that cannot be reversed, we can only take the initiative to cater, the next step is to expand the scale of production to further dilute the cost......"

"Oh," Tang Xueqian asked with a smile, "I'm just thinking about when you will explode production capacity, the current mobile phone assembly capacity of Aida Mobile is only two million, right?" ”

"The assembly capacity is slightly weaker, this year just exceeded two million, the next step of the manufacturing department is to focus on the expansion of the production capacity of the core components," Zhang Ke said, "now some assembly and low-end products will be handed over to Xinyuan Electric and other enterprises OEM, will further strengthen cooperation, but the next step of capacity expansion is great, many problems to be coordinated, the progress will not be fast......

"How big is the pace?" Tang Xueqian asked with bright eyes.

"A mobile phone assembly base of 50 million mobile phones will be built in two years, and the production capacity will reach 100 million ...... within four years."

Tang Xueqian and Lu Wenfu took a deep breath at the same time, and it is expected that the total number of domestic mobile users may not be 50 million by 01 year, and the production capacity will exceed 50 million in 01 year and 100 million in 03 years...... Kumho's goal seems too ambitious, considering that this year there are just over 10 million new users for mobile communications.

"A new manufacturing base in Jinshan?" Tang Xueqian asked, knowing in his heart what such a large-scale manufacturing enterprise would bring to Jinshan. Most of the construction funds used in the wafer factory are used for the import of high-end process equipment and ultra-clean rooms, and the employees recruited are also of high standards, which actually does not have much practical help to alleviate the employment pressure in Jinshan City, but the situation of the module and assembly plant is very different.

"That's pretty much it!" Zhang Ke said. "We are considering putting the production of low-end mobile phones completely in Jinshan, not only the assembly line, but also the low-end production lines such as chipsets and STN crystal screens will be moved to Jinshan, while Haizhou and Jianye will focus on the development and ......production of core technologies and mid-to-high-end industries."

"In this way, don't you want to be the king in the low-end mobile phone market?" Lu Wenfu asked.