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In the age of the Internet, there is a saying that is quietly popular -- "The friendship between China and Japan depends on South Korea, the friendship between China and South Korea depends on Japan, and the friendship between South Korea and Japan depends on China." Pen | fun | pavilion www. ｂｉｑｕｇｅ。 ｉｎｆｏ`”

This sentence condenses the complex and unique emotions between the three East Asian countries. To put it simply, it is because of the historical grievances of the Three Kingdoms and the competitive relationship in reality, and there are emotions between each other. At the same time, it is difficult for pure competition to exist in the world, and it is natural that there is a cooperative relationship that goes hand in hand with competition.

Both cooperation and competition are the main themes of the world in the new era. The complex relationship between the three East Asian countries is naturally included in this theme.

In fact, from the perspective of business competition, the industrial patterns of China, Japan and South Korea are also very similar. For example, strong steel, shipbuilding, machinery, heavy industry, electronics, home appliances, ...... These industries are all in a trade-off relationship, and if there are competitors who rise up, the areas that originally occupied the advantage will decline.

Beginning in the 70s and 80s, South Korea took advantage of the high cost of some Japanese industries and was no longer competitive, imitating Japanese products to seize the market with low prices.

Of course, after China's reform and opening up, it squeezed into the international market, from exporting simple clothing, toys and other products, and gradually began to seize the market share of high value-added electronic products and home appliances. In the past, the Chinese market was mainly dumped by overseas giants, and China has become the world's largest exporter of goods.

In terms of household appliances, in the first decade, the market share of products in China and South Korea was not as good as that of Japanese products. But today, Japanese home appliance brands, which were originally in full swing, have been losing ground in the global market.

In the past, shopping malls were full of shelves, and various products such as TVs, air conditioners, and mobile phones occupied the mainstream position in the market. Gradually, from the marginalization of the market, the more common home appliances and electronics in the global market are Chinese and Korean brands.

Of course, decades ago, many people proposed that a boycott of Japanese products was ineffective, but now it seems that the boycott of Japanese products with great fanfare, well, has succeeded. In fact. There is no need to resist, Japan itself is in decline. Not only in the Chinese market, but also in the global market, Japanese products are becoming less and less under the noses of consumers. Japanese brands are constantly being removed from the shelves.

However, many Chinese brands are also happy too early, and after many Japanese home appliance brands have withdrawn from the market, Korean brands have begun to become competitors to Chinese brands. `

For example, Samsung's TV shipments. Since about O5, he has been catching up and becoming the world's No. 1 player. Since then, for so many years, Samsung's TV has maintained the throne of the world's largest number one in terms of shipments. At present, Samsung's TV market share is about a quarter of the global TV market.

Although there are many TV manufacturers in China, many brands are best at infighting, and the level of price war is the first in the world. Suppose the world is almost no longer progressive, and there is no such thing as renewing and repaying loans. Then, the winner of the price war has seized the largest market share. It's going to be a big winner. It is a pity that although the world's innovation capacity is not as good as before, technology is still advancing, and there are upgrades. It is extremely dangerous to occupy the existing market by relying on price wars, while ignoring even the upgrading.

For example,At the end of the 9o, Changhong, the first brand of Chinese color TVs,It rose by fighting a price war。 Changhong is not even satisfied with the first place in the domestic CRT color TV market,And ambitious plans to sell CRT TV to the global market。 In the blink of an eye, the format has completely changed. LCD TVs have become the trend of the times, and CRT TVs have begun to become products that have been eliminated from the market.

Changhong, which occupies the market where the technology will be eliminated at any time, quickly turned from a huge profit from a money printing machine to a huge loss. Production lines and inventory of older products. It's worthless to fly down.

Of course, since the beginning of the new century, many Chinese companies have begun to learn their lesson and become more enthusiastic about keeping track of the most advanced technologies. Once the new technology is likely to become the mainstream of the market, if Chinese companies have the opportunity to squeeze in, they will naturally follow up quickly.

Relying on the advantages of more capital, more enterprises, more talents, and a large market. Basically. Any technology in the world will be tracked by some domestic companies.

Of course, there are often different routes for new technologies, and if you choose the wrong route, the losses may be no less than sticking to the old technology camp that is about to be eliminated.

China's biggest advantage is that there are many enterprises, and different enterprises can choose different technology camps. Any technical route is the general trend of the future, and there must be a number of companies in China that bet on the right bet.

Instead of CRT display technology, there are two technical routes in the world, one is naturally liquid crystal, and the other is plasma. `

Some domestic manufacturers have chosen to track plasma, for example, Changhong is greedy for cheap when choosing a new technology route, and chooses plasma with a lower threshold. As a result, Changhong must have fallen into a pit again, and he fell into the pit twice and did not die, which is also a miracle.

Selective plasma is naturally a choice of LCD panels,O3In the year, BOE Technology took advantage of the LCD panel industry of South Korea's Hyundai Group due to continuous losses,When it decided to sell,Decisive acquisition of this company。 Subsequently, after years of digestion, it began to invest in a large number of LCD panel production lines in China, and the number of registered patents has increased year by year, gradually holding tens of thousands of patents. This is equivalent to breaking through the patent barrier and becoming one of the players in the LCD panel industry by exchanging patent authorizations with each other.

The small partner company should be the largest customer of BOE Technology Company, with 5ooo million touch screen mobile phone screens, 3ooo million tablet screens, and a large number of TV screens every year, all of which are produced by BOE Technology Company.

In fact, the buyers of the screen of the small partner, including manufacturers in Japan, South Korea and Taiwan. However, the small partner company is currently transferring more new orders to BOE Technology Company. This is not only because the partner company holds some BOE stocks, but more importantly, Wang Qinian is also a person with feelings.

Most of the current LCD panels are still dominated by Japanese, South Korean and Taiwanese companies. China's big 6 current LCD panel production capacity occupies less than 1o% of the global market share, which is too little, at least 5o% to be reasonable.

When China continues to expand its LCD panel production capacity, the international community has always poured cold water, indicating that once China continues to expand its production capacity, it may increase the situation of excess in the entire industry. In order to suppress China's LCD panel industry, manufacturers in Japan, South Korea and Taiwan have continuously reduced the price of panels after BOE mass production.

But the problem is that BOE simply ignores short-term losses. It has been against losses and expansion against the trend. Of course, in fact, if you don't include the investment in production lines and equipment, you can only talk about overproduction. In fact, it is not a loss. The reason for the loss is to depreciate the equipment, for example, if the new production line of 2.8 billion yuan is invested, if the depreciation is completed in seven years, 4o billion yuan will be deducted from the book every year. That is, the total investment of the production line. Spread to 7 years. But if the depreciation is completed after seven years, these machines and equipment can still be used for production, and without the annual depreciation of billions of yuan, it means that the production line has billions of dollars of profit every year on the books.

Overall, it is assumed that the equipment will be depreciated for several years, and the profit and loss can be balanced. Then, after the depreciation is completed, even if all the equipment is sold for scrap iron, the income from the sale of scrap iron. It can also be considered a profit!

In addition, in the production process, it has driven many upstream and downstream enterprises to increase their output value, as well as the contribution of tax revenue and employment.

As for the steel capacity in China, is there a surplus? But excess is backward production capacity. This is pure! In fact, China's steel industry is not only not backward production capacity, but even advanced production capacity in many fields compared with the world. Mass production will inevitably bring about the exhibition of patents and technical levels, and advanced technology is by no means something that can be done by sitting in the laboratory. It's more about Cai Neng in the factory to really make practical technologies and patents.

China's steel industry accounts for more than half of the world's scale, and from time to time only China's steel industry has a surplus? Actually,! Because, when China's capacity utilization rate fell to 67%, the average level of steel capacity utilization in the same period in the world was about six or seven percent. This means that other countries have very low production capacity. Only six or seven percent of the production capacity can be utilized, because the production capacity of these scum is backward production capacity!

Later, many of the "backward production capacity" that China eliminated were taken to other overseas countries, for many countries with a relatively low level of industrialization, it could not be more advanced, and the production capacity of many countries was decades ahead.

This is similar to the early days of reform and opening up, when many countries in the United States and Japan transferred their domestic technologies that had begun to be eliminated to China. But for China at that time, it must be advanced production capacity.

In fact, no matter whether it is advanced or backward, as long as there is industrialization, as long as there is continuous production, and as long as it participates in market competition, the technological level should continue to improve.

The larger the industrial system, the more patents and high-tech theories are generated. To put it simply, as long as the largest scale of industry is maintained, the most new technologies and new technological theories will be produced every year. Over time, it will naturally become the country with the highest level of science and technology.

Before the so-called science and technology, there were all kinds of production activities, and all kinds of things that appeared unintentionally in production activities were the main factors that promoted scientific and technological progress bit by bit.

In addition, Intel's x86 chip production capacity accounts for more than eighty percent, is it far from surplus, is it also backward production capacity?

This is pure!

Monopoly is not only an advantage, but the ultimate goal pursued by all countries and enterprises around the world must be monopoly. Monopoly means that it has a higher voice in the industry and can achieve a dominant position, how can it be regarded as backward production capacity.

BOE continues to expand production capacity, if it can do the world's competitors have given up competition. With the time exhibition, it is also the remainder that is king, and it is possible to achieve Intel's average status in the x86 chip industry and become a giant in the real screen industry.

Moreover, LCD screens have not been regarded as a sunset industry, but they are the same. Including, computers, mobile phones, televisions, and countless electronic devices and meters that need to use display screens, all need to use LCD screens. Even, even the concept VR (virtual reality) technology that is about to be hyped is actually inseparable from a better LCD reality screen.

In terms of the predictable level of science and technology, no black technology comes out of thin air. A technology emerges, matures bit by bit, and eventually Cai will have a subversive effect.

As far as touch screen mobile phones are concerned, it is not that any company understands all the technologies, but with the science and technology exhibition, some technical reserves have been accumulated bit by bit, and when many technologies are mature, there is a company that integrates these technologies together, and they have become innovative products. Touchscreen mobile phones have even begun to have in the 90s, and in O7 Apple announced the re-emergence of mobile phones, subverting the traditional mobile phone industry. In fact, it is wrong, it does not understand anything, but it has made a better product under the existing technical level.

In the foreseeable future, there is no product that can subvert the LCD screen.

Therefore, BOE's approach to expanding production capacity is right, if it does not expand production capacity, then it may be eliminated by the market. Expanding production capacity may increase the crisis of the world's production capacity process, but BOE is safer. Because, the overcapacity of the industry, is still to eliminate the small size of the weak, the real big strong, in the vicious competition, it is lower cost, more advanced technology, stronger survivability, with excess to survive other weak, this is also a strategy.

If you don't become a giant, you will die, which is the characteristic of many traditional industries and high-tech industries. (To be continued.) )

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