Chapter 326 Ceramic Capacitors and Carbon Crystal Capacitors
Three days later.
According to the agreement, Jiang Xinlu took the company's management and technical team to Shanghai in the north, and in the conference room of Xingchen Technology, Boss Jiang met many familiar industry peers.
Fenghua, Sanhuan, Torch, Shunluo, Aihua, Jianghai, the CEOs of these manufacturers were all found by Luo Jia, most of them are large factories, but there are also a few small factories that are not very famous.
In order to pull up the team as soon as possible, Luo Jia relaxes the entry criteria of partners, and there is no way to do it, in the field of semiconductors, there are really not too many powerful manufacturers, most of the time, Xingchen Technology has to face the difficult situation of fighting alone.
"Mr. Liu, long time no see."
"yes, I haven't seen you for more than half a year."
"Well, the last time should have been the one at the end of last year, the Chengdu party."
They are all people in the industry, and they are familiar with each other, so they chatted quickly.
Peers are enemies, although the bosses usually fight lively, but today it is particularly sincere, because the giant Xingchen Technology is about to enter the field of passive components, the past grievances are written off, and everyone will follow Xingchen Technology in the future, and the prospect is exciting.
People from the Ministry of Administration and Commerce were busy greeting and handing out tea and drinks to everyone.
Soon after, Luo Jia came to the conference room, this time An Ran did not appear, since Sister Qi Mengzhou was pregnant, An Ran ran at home and work, and became very busy.
Coming with Luo Jia is Shen Lang, who has just passed his thirteenth birthday, and is now an official member of the brainstorming team, with a staff in the company and a position as Luo Jia's personal assistant.
Shen Lang receives salaries and bonuses from the company every month, at a young age, he is already a typical gold-collar class, a month's salary is more than his parents in a year combined, his parents and family are also very happy about this, and they say that letting Shen Lang go to Xingchen University is the wisest decision in his life.
"Hello everyone, please be seated." Luo Jia nodded and greeted everyone.
So everyone sat down one after another, and Luo Jia walked up to the podium, and said to everyone who came from afar with a smile: "Welcome everyone to Xingchen Technology, I am a person who doesn't like nonsense, let's get straight to the point, invite you to be guests, there is no other meaning, I just want to concentrate everyone's strength and take down the field of passive components for him!" ”
"You are all experts, so I won't sell it, passive components are a relatively small branch in the semiconductor field, but they are very important, how important is it?"
"In every mobile phone, in every computer, in every car, there are thousands of passive components, but consumers are often not very clear, they are more concerned about the CPU, memory, communication baseband."
"However, we know very well that without passive components, no matter how powerful the CPU can not run, taking Apple's iphone7 generation as an example, each iphone7 mobile phone, there are 890 MLCC capacitors, 149 resistors, 27 chip inductors, 17 wirewound inductors, 212 electrodes, 15 duplexers, 51 zero-pass filters, 38 SAW filters, 13 BAW filters, and 8 power amplifiers."
"And iphone7 is already a very old model, more powerful new mobile phones, more passive components installed, as of 2018 data, just the global MLCC capacitor sales, more than four trillion!"
"This is an astonishing number, equivalent to seven billion people in the world, each person consumes 571 ceramic capacitors, if this number is told to the people who don't know the truth, I'm afraid many people will be dumbfounded."
Everyone listened to Luo Jia's words without any surprise, but chuckled twice.
As practitioners in this industry, they already know the data, in this world, the consumption of passive components, far more than people think, many times more, simply put, as long as it is a power-consuming thing, regardless of whether it is an electric bicycle or an electric car, electric or electric aircraft cup, after dismantling, there are a large number of passive components.
At this time, Luo Jia took out a PCB board, pointed to the dense capacitors and resistors on it and said: "The PCB board is what the public usually calls a circuit board, whether it is a mobile phone, a computer, a TV, or a washing machine, a large number of circuit boards are installed. ”
"So far, the cost of passive components has accounted for 80% of the PCB board, such a huge sales and market, it is said that the passive components should be quite profitable, and the fact is that the profits of this industry are not low, but unfortunately the profits have been earned by foreigners."
"According to the data of 2018, the sales of passive components, Neon Murata and TDK, all exceeded 7 billion US dollars, and the highest sales volume in China is Fenghua Hi-Tech, which has made 400 million US dollars, Jianghai Electronics has made 160 million US dollars, Yuyang, Fenghua, Torch, you are only tens of millions of US dollars."
"This kind of gap is really inspiring, in this industry, all mainland manufacturers combined, probably can top a Bay Bay Province Yageo Electronics, all Bay Bay Province manufacturers combined, can barely top a North American Vishay, North America two major manufacturers, Vishi and Kimei combined, can top a South Korean Samsung, four Samsung combined, can top a TDK, and Neon TDK ranks second in the world."
"Let's take a look, this is the gap, in front of neon, South Korea is scum, South Korea is scum, North America is scum, in front of North America, Wanwan Province is scum, in front of Wanwan Province, we are scum."
"Of course, Samsung's passive component production line is only a small part of them, this Korean giant is too strong, it has been fighting with us for several years, and it is still alive, and its vitality is really tenacious."
Everyone was laughing just now, but they really couldn't laugh at the moment, and they were very embarrassed by what Luo Jia said.
Many things in the world are afraid of comparison, especially like Luo Jia, who directly compares sales.
In fact, there are a lot of domestic passive parts, but they can't stand the poor quality, the price is low, Murata's capacitors sell for one cent, and the domestic ones sell for one cent and twenty, so the gap comes out.
Luo Jia said lightly, "Xingchen Technology is determined to develop the semiconductor industry, but the difficulty is much greater than we expected, to tell the truth, passive components are not the core technology of semiconductors, but the peripheral auxiliary system, but the peripheral auxiliary system, but also to overturn and rebuild, this can be regarded as a reminder to us, there are too many pits in semiconductors, and it is not so easy to do." ”
"However, it won't work if you don't do it, because the opponent has already told us with practical actions, don't look at passive components are just a small thing, but at critical moments, they can kill you!"
"Because we can't grasp the initiative in the field of passive components, throughout 2017, rival manufacturers are crazy about price increases, and the initiator is not neon manufacturers, nor Samsung, but Wanwan Province, which is separated from us by water."
"First of all, Yageo Electronics, the largest manufacturer in Wanwan Province, announced a price increase of 5%, and then in March 2017, the three main factories of Wanwan Province, Wangquan and Huaxin immediately announced follow-up."
"On April 19, 2017, Yageo Electronics raised its price by 10% for the second time, and in May of the same year, not only its counterparts in Wanwan Province followed the price increase, but even neon manufacturers also followed."
"On June 19, 2017, Yageo Electronics raised its price for the third time, with an average increase of 25%, and international giants followed up."
"On September 8, 2017, Yageo announced a price increase for the fourth time! The price will be raised by another 25 percent, and the international giants will still follow suit. ”
"On December 1, 2017, Yageo raised its price for the fifth time in a year! And on the subsequent January 10, 2018, April 1, 2018, the sixth and seventh price increases! International giants are still choosing to follow suit. ”
"Among them, Murata simply announced on March 2, 2018 that the old MLCC product line would be discontinued by 50%, forcing everyone to buy a new generation of passive components with high prices.
"In short, after this commotion from 2017 to 2018, the price of passive components has risen in an all-round way, and the financial statements of major factories are very good, which also makes me understand a truth, Wanwan Province peers are also unreliable, only do it yourself is the most reliable."
After listening to Luo Jia's words, everyone couldn't help but look at each other, the price increase in those two years was really tragic, and it is said that domestic manufacturers can also get some benefits from this kind of thing.
However, the price of mid-end and high-end passive components has skyrocketed, and domestic manufacturers are making low-end goods, not on a competitive platform, and Fenghua Hi-Tech has made a little money, and other manufacturers continue to live a bitter life haha.
But having said that, if domestic manufacturers have the ability to make high-end goods, then the Wanwan people and neon people, if they dare to raise prices, it is strange, and domestic manufacturers are almost the same as fighting a price war.
Luo Jia drank a cup of tea, took a break, and continued: "In any case, we have a clear understanding of the situation, know your difficulties, and know where our current needs are. ”
"For the previous large number of capacitors, inductors, resistance, filtering, we have made certain technical improvements, samples have been shown to you, the specific technical details, will be issued to you after the contract is signed, in terms of grade, should be higher than the world's best technology Murata, an increase of about 20 percent."
"Twenty percent? Wouldn't it be possible to achieve MLCCs of more than 600uF!? ”
"One step closer to the limit of solid-state capacitors!"
"Murata and Taiyo Luke are only 500uF at their limit!"
Everyone suddenly became very excited, and people in this industry all believed that MLCC, that is, ceramic capacitors, belonged to the future, and the rest of the tantalum capacitors, aluminum capacitors, and solid-state capacitors were facing the fate of being eliminated.
The only problem is that although the ceramic capacitor is very good and powerful, the limit technical indicators are poor, the solid-state capacitor can easily achieve 1000uF, while the ceramic capacitor can only achieve 500uF.
If Xingchen Technology's technology is 20% stronger than the highest level on the market, with the production cost of Huaxia enterprises, giant companies such as Murata are afraid to be tossed half to death.
However, just when everyone was excited about getting the technical support of Xingchen Technology, Luo Jia suddenly said lightly: "Well, you will be responsible for the traditional passive parts in the future, the next generation of passive parts, and we will solve it ourselves." ”
What the hell is the next generation?
In an instant, there was silence in the conference room.
"Mr. Luo, what did you just say about the next generation of passive parts?" A boss asked curiously.
Luo Jia opened a sealed box beside him and took out a black one, about the size of a grain of rice, similar to a capacitor.
"That's it, the next generation of carbon crystal capacitors." Luo Jia said lightly.