"Neon manufacturers are indeed very powerful, especially Nikon, which can be regarded as eating the dividends of the times, and the most powerful thing is their independent research and development and production capacity, it can be said that their lithography machines, and the rest of the components other than the light source are self-produced."

"This has formed an integrated system structure of Nikon lithography machines, and the advantages are also very obvious, they have the lowest cost, the most compact structure, the most economical operation, and the highest efficiency."

Gu Xiu talked eloquently, but when he said this, he suddenly changed his words:

"But it is also because of the existence of these advantages that they have a flaw that cannot be ignored and is extremely fatal."

"And this flaw of theirs."

"If we use it well, it will be our weapon!"

"Do you know what their flaws are?"

This......

Everyone, you look at me, I look at you, some people are surprised that Gu Xiu is so familiar with Nikon, and some people are thinking hard about where Nikon's flaws are.

Lin Guangyu was also thinking, but after a while, he shook his head:

"Are they really flawed?"

"If according to what you say, they can complete the production of the full set of lithography machine products by themselves, and even the upstream cooperative manufacturers don't need it, this is simply invincible."

"Whether it's in terms of price or quality, I'm afraid the problem will not be too big, and the technology is far ahead."

"What other flaws could there be?"

When he said this, Lin Guangyu even felt a little desperate, the opponent was too strong, so they couldn't even see the opportunity to compete.

There are also some people who think the same way.

But Gu Xiu just smiled, his eyes swept over the audience, and finally put his eyes on Liang Sining:

"Teacher, do you see Nikon's flaws?"

"Integration is a double-edged sword." Liang Sining nodded and spoke.

Integrated?

A double-edged sword?

Some people suddenly realized, but there were still people with puzzled faces.

Seeing this, Liang Sining explained again:

"Nikon's success is inseparable from their integration, and each part of the accessories is produced by itself, and there are hardly too many upstream manufacturers."

"The whole lithography machine is all produced by ourselves, which can indeed ensure the quality of the product, ensure that the profits are in their own pockets, and even ensure that the selling price will not be too high."

"But again, there are some problems."

"The first problem is that the product chooses the user, not the user."

"Their lithography machine, from the operating system to the product, can only be operated according to the standard operation given by Nikon, and if the operation is wrong, it will cause serious failures."

"In the past, whether it was Intel or any other manufacturer, all production workers needed to spend a lot of time learning a very complete but very complex machine operation process."

"Even if the machine fails, the only way to ask the manufacturer's maintenance experts from Nikon's manufacturer is to repair it, which actually makes many manufacturers unhappy."

"The second problem is that the customer's freedom is limited from the beginning, and if there is a special request, it needs to be customized from Nikon, and the price and time required for customization will increase exponentially."

"This means that unless it is a top large customer, the general customer is basically not qualified to customize, even if the large customer chooses to customize, but because the time cost required is too high, it may wait for the customized product to be completed, and a new generation of more accurate equipment has appeared in the lithography machine."

"To put it bluntly, although integration allows them to have a completely independent production line, it also makes them lose a lot of creativity."

This explanation is not without detail.

None of the people present were stupid, and they immediately understood the point.

Integration is indeed a double-edged sword.

But......

"Although they have many disadvantages, their technology has always been at the leading level in the world, and many customers have adapted to their products."

"Yes, the integrated product may have lost some of its creativity, but at the same time, it is also the most stable product, and in terms of product failure rate, Nikon's product failure rate has always been low."

"They are also well funded, and their investment in scientific research is not low, especially in the further study of lenses, and they have never lagged behind."

“……”

Since it is a double-edged sword, there are naturally pros and cons.

While there are some problems, Nikon's strengths are also very large, and it can even be said that they are so strong that people can ignore those flaws.

"Normally, even with such shortcomings, Nikon is still the king of the industry."

"But that's just normal."

Gu Xiu shook his head:

"No one in this world can always be at the top, especially if they can't keep up with the development of the times, they will only die sooner."

"Neon's integrated model has created more than ten years of glory for them, but it is also an integrated model, which will inevitably bring destruction to their glory."

"This era is changing!"

"As the accuracy of lithography machine breakthroughs becomes higher and higher, there will be more and more things that can be accommodated and operated on an integrated circuit, and naturally, more and more things can be done."

"Integrated systems are efficient, but when there is a revolutionary change in the design concept, they will be stiff because of their optimal characteristics that affect the whole body."

"It's very difficult to revise."

"And just as the new century comes, the number of such design revolutions will also increase, and the data of recent years can already see that Nikon's era is slowly disappearing, and their customers will need more and more."

"Other than that."

"There will be no one who puts such core technologies in a basket that can solve problems with complete integration, and Nikon's customers are also afraid of Nikon's dominance while pursuing Nikon."

"Together, these factors can determine an outcome."

"In fact, Nikon's demise is doomed, but we haven't found a good replacement for the time being, and this is our current opportunity!"

What Gu Xiu said was very direct and clear.

Everyone present naturally understood the meaning of Gu Xiu's words, and for a while, a fire was lit in the hearts of many people, because they saw a great opportunity.

But there are also those who keep their sanity:

"But even if they want to find a replacement, it is impossible to find our Dragon Kingdom, after all, we are not even qualified to go to the table, no one will accept it, right?"

"Although our technology is good, and the gap does not seem too big, we are the object of threat, and they will not choose us."

"Yes, and in terms of experience, our experience and operating model, in fact, we are not qualified to succeed Nikon and eat such a large market."

"In the high-end chip market, I am afraid it will be difficult for us to enter the game, and it is still such an important thing as a lithography machine, I am afraid it is even more difficult for us to replace Nikon."

It's one thing to have a chance, but it's another thing how likely that chance is.

They can see the opportunity.

But I don't see the possibility of Loongson getting this opportunity.

However, although everyone said so, looking at Gu Xiu's gaze brought a little expectation.

Since Gu Xiu was able to say this, he was able to say this.

That him.

Maybe there are some ideas and countermeasures!

But unexpectedly.

"We really don't have this opportunity to replace Nikon, whether it's technology, experience, or more importantly, our identity doesn't allow us to stand in such a vital position."

Yes?

Listening to Gu Xiu's words, cold water instantly splashed on everyone's heads as soon as he touched it.

Can't even Gu Xiu do it?

But when everyone was disappointed, Gu Xiu brought new hope again:

"Loongson can't, but that doesn't mean we can't use another method."

Gu Xiu smiled, and his eyes looked at his teacher again:

"Teacher, Sister Ling's ASML, the business situation has not been very good in recent years, and even Philips has always wanted to get rid of this burden of investing a lot but having little income, right?"

Liang Sining was stunned, although he didn't understand why Gu Xiu suddenly said this, he still nodded:

"Yes."

"In fact, long before I went to ASML, ASML's situation has not been good, although it has been improving, and even the technology has caught up with the first echelon."

"But their model is modular, and although there is more freedom, they also have higher costs because basically all the parts are sourced externally."

"What this has led to is that their profitability has been very poor, and their market share has not been able to go up, and their old club has long wanted to drop this burden, but unfortunately now many of Ameliken's peers are in a recession and are selling off, and it is even more difficult to sell in the Netherlands, so now their position is very awkward."

"Especially in the last two years."

"There has been no progress in technological breakthroughs, sales have started to decline again, but R&D funding has been rising every year, and I heard that this company wanted to sell itself before, but no one took over."

Speaking of this, Liang Sining couldn't help but ask, "Why are you suddenly saying this?" ”

saw Gu Xiu smile:

"That's my way."

"Loongson can't replace Nikon, so use ASML to replace Nikon's position!"

"We're going to do it."

"Just buy Asmarc!"

"Using ASML to take Nikon's place, and because our stake is in it, Dragon Kingdom will naturally be able to enter this table, and even ......"

"When it stabilizes, it's just a minor problem to get stuck in your neck!"

"That's it."

"All problems are naturally solved!"