Chapter 1109: Statement
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For the near future, major manufacturers have rushed to land. Regarding the large-scale construction of the wafer factory, his father Fan Heng also expressed his concern and specifically asked Fan Wuxian about the situation.
"This is a good thing, it is lively, it can solve a lot of employment opportunities in the mainland, and it also has a good role in promoting the training of skilled workers." Fan Wuxian said.
Fan Heng frowned and asked, "As far as I know, there are at least ten projects related to wafer factories that are going to be built, can it be said that the IC market really has such a large capacity?" β
What Fan Heng is worried about is still a problem of market capacity, such a large investment, the construction of so many wafer factories, whether it can produce benefits is the key, after all, the biggest obstacle in this is Taiwan's restrictions on the investment quota of TSMC and other manufacturers, it is precisely because of this restriction that these manufacturers on the island of Taiwan can spread their hands when they encounter financial obstacles, and they say very innocently, you see. It's not that I don't have the money to invest in, it's that the authorities on the island have restrictions, and it's impossible for us to invest more money.
It is for this reason that when this situation arises, mainland manufacturers as joint venture partners will inevitably need to solve the problem of funding gap, even if as TSMC's announcement said, they will build a wafer factory project as a sole proprietorship, but who can guarantee that there will not be a half-pulled project suddenly due to financial problems?
What is the reaction of the local government in the event of such a situation? Do you continue to support with financial investment, or do you leave a regret behind?
Fan Heng took these circumstances into account, so he had to find his son to inquire carefully, after all, Fan Wuxian is a real industry insider, and the chip manufacturing plant under Fan's Investment Group is also the leading large enterprise in China, and it is in the limelight for a while.
Regarding his father Fan Heng's interrogation, Fan Wuxian was also too clear to say, so he just replied, "Judging from the current situation, what everyone values is that the labor cost in the mainland is relatively low, even if it is a high-wage enterprise like Fan's, the cost of production is much lower than that in Taiwan, so when their gross profit can reach 50%, our net profit can reach at least 70% or even more." β
"The chip manufacturing industry is so profitable?!" Fan Heng couldn't help but be taken aback after hearing this.
What is the concept of 70% net profit compared to 50% gross profit, Fan Heng is obviously not difficult to understand, so he is so surprised. Of course, after he learned about this situation, he would also have a question, that is, once so many companies entered the mainland, would they still be able to maintain such profitability?
"It depends on how the market competition is," Fan explained, "At present, the market demand is strong, but this is not absolute, after all, with the development of the IC market and the PC market, as well as the improvement of new wafer manufacturing technology, it is still difficult to judge how big the market of the eight-inch wafer factory is." β
"What you said, it's like you didn't say itβ" Fan Heng said after hearing this.
Fan Wuxian shrugged his shoulders and said, "The matter of the market is not clear in the first place, and I am not an immortal." β
Of course, Fan Heng asked Fan Wuxian about this matter, that is, to care, although this is not the scope of his personal responsibility, but he always needs to know some information, after all, he is the executive vice premier, and sometimes he often has to attend some activities, if he doesn't know anything about it. That's a bit too outdated.
From the current point of view, Shandong is the most enthusiastic about the construction of wafer factories.
When industry insiders describe the layout of China's integrated circuit industry, a very vivid statement is the swallow-shaped layout. The Yangtze River Delta is the swallow's head, the Bohai Bay Rim region and the Pearl River Delta are two-winged, and the western part is the swallowtail.
In this swallow-shaped layout, the Yangtze River Delta, which is located at the head, including Shanghai, Jiangsu, and Zhejiang, has initially formed a complete IC industry chain including development, design, chip manufacturing, packaging and testing, and services, and the agglomeration effect of the industrial development environment is highlighted here.
In the Pearl River Delta, the IC design industry represented by ZTE, Huawei, Shenzhen Guowei, Zhuhai Torch and other enterprises is relatively developed. Relying on the huge market of the electronic information industry in the Pearl River Delta region, the integrated circuit industry in the Pearl River Delta has wings to take off.
However, the Bohai Bay region composed of Beijing, Tianjin, Hebei, Liaoning and Shandong, compared with the overall industrial advantages of the Yangtze River Delta, is obviously only a geographical concept, and cannot hold up a powerful wing.
Perhaps it is these reasons that have aroused Shandong's ambition to lead the wafer industry in the Bohai Rim region.
However, without the appearance of Thailand's CP Group, Shandong's desire for wafer manufacturing can only stay in the imagination stage, and all they can do is wait, wait for technology, and wait for funds.
There are many well-known electronic product companies in Shandong, such as Haier, Hisense, Inspur, Aucma, Duckling, etc., which belong to a veritable electronic industry base, but most of the chips needed by these enterprises rely on imports to solve.
Although Fan's Investment Group also has its own wafer manufacturing base, its own demand is very large, and Fan Wuxian has not expanded its production capacity sharply, so the supply provided by Fan's cannot fully meet the needs of domestic electronics companies.
It is precisely because of this that Thailand CP Group is aware. This is a huge business opportunity, so I suggested to the relevant parties in Shandong that the two sides cooperate to build a wafer factory, and the two sides naturally hit it off.
As a result, with interests as the link, a foreign-funded alliance was formed in an instant, Taiwan's Milo will be mainly responsible for providing integrated circuit design, production technology and other aspects of support, South Korea's Hyundai will provide advanced production equipment, technology, technology and management, etc., and Thailand's CP Group will provide part of the financial support.
But even in Shandong, some experts do not have much hope that Qingdao will build an eight-inch wafer project, in their opinion, Qingdao to make an eight-inch wafer, it is very difficult and unimaginable.
Now the eight-inch wafer projects in Beijing, Shanghai or Shenzhen are all in a state of loss, and Qingdao will inevitably repeat the mistakes of the past. The wafer project has a high technical content and needs to have a good industrial atmosphere, such as the connection of the upstream and downstream industrial chains, which Qingdao does not have.
The wafer industry needs three elements, team, capital, atmosphere, Qingdao has no advantages in these aspects, and it is not as good as Jinan, because there is a four-inch wafer factory under the Jinan Semiconductor Research Institute. Technicians who are trained to do six-inch ones should have no problem.
In addition, wafer production also requires a large amount of nitrogen, which is generally available in steel mills, and Jinan High-tech Zone is relatively easy to solve because of its proximity to Jinan Iron and Steel.
Although Qingdao is an electronic product base, these are not necessarily the natural customer base of Qingdao wafer factory in the future, because in the end, these potential customers choose whose products have to rely on the market, quality and price are the most fundamental, Qingdao wafer factory in these two aspects can not guarantee that it will definitely have a comparative advantage.
According to this line of thinking, another idea has emerged in Shandong, that is, Jinan will also compete with Qingdao. Develop your own wafer industry.
Such a conclusion is obviously also out of competition for political performance, but Jinan's thinking is also very strange, they believe that now should not catch up with the trend of eight-inch wafers, should be based on the actual situation, choose to use six inches as a breakthrough.
Experts in Jinan said that because Jinan now has a four-inch wafer production line in the economic development zone itself, the technology is very mature and can transition to six-inch relatively smoothly. According to their calculations, it is now possible to buy an old six-inch wafer production line, the cost is about 20 million yuan, and the six-inch wafer is still in market demand, which is very suitable for Jinan.
When Fan Wuxian heard the news, his first feeling was that there must be something greasy in it, this statement was more like public opinion propaganda in a certain action, how could a six-inch production line be more marketable than an eight-inch one? This is simply nonsense, and it is almost the same to deceive a layman who doesn't understand, and it is simply untenable.
In fact, that's exactly what happened next.
It has been reported that Jinan High-tech Zone has signed a $200 million agreement with Taiwan Huahui Holdings Co., Ltd., Huahui will invest $200 million to build a wafer factory in the high-tech zone, with a short-term goal of six inches and a long-term plan of eight inches.
However, when the media talked about this matter with the relevant people in Jinan High-tech Zone, they were secretive and refused to go into too much detail.
Fan Wuxi was more interested in this, so he asked Fan's people over there to inquire carefully, and sure enough, they found some clues, it turned out that a few young people learned that Jinan might have the idea of competing with Qingdao and wanted to go to the wafer factory project, so they temporarily cobbled together a fictitious company called Huahui, and wanted to take over the business, according to the speculation of the parties in Jinan, this group of people had a second-hand six-inch wafer production line in their hands and wanted to sell it to Jinan at a high price, and its actual value could not be worth 200 million US dollars.
With such a large investment and a seriously unequal production line, what is there to be in it. Obviously, you don't know.
As a matter of fact, according to more and more information, this time, whether it is in terms of policy or capital, or whether it is actively cooperating with the Taiwan businessmen who have entered the mainland market, they have all come here for a purpose, and behind these super-large projects, there are some relatively large interest groups manipulating, and there are still a few government officials who are hiding behind the scenes to control the overall situation.
After Fan Wuxian learned about this situation, he was even more reluctant to interfere, after all, a single person is not a good way to make money, a hero is good, and the sense of justice is never lacking, but because of this little thing, it is really not worth it.
In fact, he is also more able to understand the minds of these people, because the change of office is about to change, if you don't take advantage of the current words to make some money for the elderly, and wait until you step down, life will not be easy, now this era is the age of money, if there is no money in your hands, people are looking down on it, especially those who are in the ya, they are even more anxious, if the last train can't catch up, there is no hope for a happy life in the future.
In a word, power cannot always be in one's own hands, but money can really benefit future generations, and everyone has already thought about this very clearly.
Fan Wuxian has already thought about it very clearly, although the major electronics companies are menacing, they are still a little unsteady in their hearts, because they don't know what actions Fan will take and what targeted actions they will have.
Some people have suspected that in fact, Fan's has the strength to put the 12-inch wafer production technology into production, but it has not been triggered, mainly to give full play to the benefits of the 8-inch wafer production line, after all, it takes a lot of money to invest in a production line, and Fan Wuxian cannot squander it wantonly.
However, Fan's Investment Group has never made a positive statement on this issue, and the company's executives are even more secretive about this issue and refuse to make a clear statement, which has aroused widespread suspicion in the media about the latest technology of Fan's Investment Group, and even many media speculate that Fan's technology is not as advanced as they advertise, but it is the result of the exchange of interests with some foreign chip companies, so that there is the current eight-inch wafer production line.
In response to this problem, Fan Wuxian made some explanations in an interview with CCTV reporters, he said that Fan's investment group did not rely on technology exchange to achieve its current achievements, in the chip manufacturing industry, Fan's has its own independent intellectual property rights research and development team, and the design and production capacity are equally excellent, and the eight-inch production line has achieved complete independent manufacturing.
For the 12-inch wafer production technology questions, he also said that his technical team has been making unremitting efforts for this, if there is good news, he will be the first time to report the good news to everyone, at the same time he also explained some of the obstacles that Fan's is currently encountering, after all, the development of a new 12-inch wafer production line, is not easy, and Fan's started relatively late in this industry, whether from the perspective of qualifications, or from the perspective of technical accumulation, there is a relatively large gap with Taiwan's electronics manufacturers.
"Although we face many obstacles and more competitors in the manufacture of eight-inch wafers, it is certain that Fan, as an international group, will not give up on this effort." Fan Wuxian said to CCTV reporters.
Just after Fan Wuxian made a statement to the CCTV reporter, the media noticed another detail, that is, Wang Rongchang, a Taiwanese businessman who cooperated with Fan Wuxi, had sold his equity in Fan's chip manufacturing company and turned to other fields for development.
This signal made many people feel that although Fan Wuxian said that he would continue to insist on his efforts in wafer manufacturing, Fan's obviously did not make a breakthrough in 12-inch wafer manufacturing, otherwise Wang Rongchang would not have resolutely chosen to launch it.
In this way, those who originally had scruples were immediately relieved.
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