Chapter 436: A wave of unsettled waves rises again
Judging from these two contacts, the embassy should have a considerable degree of sincerity about Shirakawa Kaede's visit.
Even if Shirakawa Kaede had expected it to be true, he might have received an official invitation from the embassy after a while.
Of course, this is a later story, but the future business direction needs to be planned in advance.
"In short, within five years, in addition to the necessary local production capacity, other factories here will gradually move out.
Starting with walkmans and headphones, it slowly transitioned to CD players, electronic dictionaries, televisions and other products. â
The technical content is from low to high, and slowly progressive.
It's not that Shirakawa Kaede looks down on the technical environment of his hometown, and specializes in picking low-tech products to transfer production capacity.
Not to mention that this is the instinctive choice of capital, at this moment there is indeed no supporting production system in Huaxia.
For example, there is no suitable supplier of parts in Huaxia.
Laser heads, motors, decoding chips, turntable structures, etc., almost all rely on Neon here.
The round-trip between the two places takes a long time, and it also adds a freight fee.
Therefore, if more than 50% of the parts supply cannot be solved, Shirakawa Electric will not consider directly relocating the factory.
And just the Walkman, headphones and other products, Shirakawa Kaede now doubts whether his hometown can handle it.
After all, Huaxia has not yet established a qualified quality system, and the machining accuracy of parts has yet to be tested.
However, considering the diligence of the labor force and the improvement rate of personnel quality, Bai Chuanfeng is willing to spend more money and time to cultivate the development of the industrial system in Huaxia.
Of course, he is not such a selfless person, and the future super-large market in China is something that Shirakawa Electric has coveted for a long time.
Enter the venue early to deepen the cooperation between each other, and many things will be put on the table in the future.
After receiving Shirakawa Kaede's order, everyone knew that their boss had made up his mind.
In that case, let's be prepared to do it all.
Don't talk about anything else in the small day, I don't have to say anything about obeying orders.
"Starting next year, everyone here can consider going to Yizhou and Huaxia for field trips.
In addition to studying the configuration of the local industrial system, understanding the local market situation is also one of our goals. â
Shirakawa firmly believes that if you want to integrate into the local market, you need to fully understand their preferences or customs.
Just using Huaxia as a foundry is not his ultimate goal.
Don't forget what he said before, nurturing the market is also one of the goals in the next few years.
"President, do you have any instructions for the neon market?"
The relocation of factories is to cope with the export impact of the yen's appreciation, but the local market of neon is also an area that needs to be paid attention to.
After all, in the next few years, neon will still be the largest source of profit for Shirakawa Electric in addition to the North rice market.
"About the local market." Shirakawa Feng paused, "In addition to continuing to innovate, we also need to spend more effort on high-end products." â
"Huh?" Hasegawa and the others looked at each other in surprise.
In the past, Shirakawa Kaede often emphasized with them that taking root in the underlying market is the business purpose of Shirakawa Electric.
Why did you suddenly change your mind now?
"When I said that I would work high-end products, it doesn't mean that I have given up on the low-end market."
As if guessing what they were thinking, Shirakawa Kaede specially added.
"You haven't noticed that this year, especially since the end of the year, there have been more and more people in Ginza."
Shirakawa Kaede suddenly turned the topic to Ginza, and everyone didn't react for a while.
"President, what you're saying is that more and more people are willing to spend money?" The clever Hasegawa asked tentatively.
"That's right," Shirakawa Kaede nodded, looking teachable, "Hasegawa-san's sense of smell is still quite sensitive to the market. â
"Ahem~" Hase, who got the compliment, was a little fluttering, President I'll always be your dog.
Hasegawa, who didn't care about licking the dog, Kaede Shirakawa began to analyze the market for everyone.
"A stronger yen may not be friendly to you or me, or to the neon government. But it's only good for consumers, at least for now.
Obviously, as the yen rises, so does its purchasing power in the international arena.
Originally, high-end goods from the United States can now be bought at a 20% discount, and consumers are of course happy.
And with a long time, once the consumption habit is formed, Neon's high-end products will be invisibly driven. â
This is actually a disguise, and the real reason is that because of the bubble in the stock market and the housing market, people have endless money in their pockets.
At that time, no matter what high-end you wanted, they would sweep the goods for you cleanly.
But Shirakawa Kaede can't say the reason so bluntly, there are some magical things. Only when it happens will others believe it, otherwise they will only take you for a fool.
"In short, if the group of consumers of high-end products expands, then high-end products are our basic plate.
Shirakawa Electric's business purpose is to stand on the side of the vast majority of consumer groups. â
Normally, low-end products are the largest consumer group, but in the next few years, the situation here in Neon is likely to be reversed.
So Shirakawa Kaede is also flexible, that is, to please most people, and this will never change.
After such an explanation, everyone had a sense of sudden enlightenment.
Because the number of people in Ginza has increased, it is true that they have seen it with their own eyes.
This alone is worth working high-end products in the coming year.
With the basic policy of dealing with the appreciation of the yen in place, Shirakawa Kaede began to discuss with everyone about Shirakawa Electric's business situation this year.
By the end of '85, Shirakawa Electric's product lineup had grown to a larger size.
There are more than a dozen kinds of total zero,Among them, the brightest performance this year is the 14-inch LCD TVă
At the beginning of the year, the performance of Shirakawa Electric's large LCD screen at the World Expo is still vivid and famous all over the world.
And in the second half of the year, the first generation of LCD TVs finally rolled off the assembly line from Shirakawa Electric's factory.
From the beginning of its launch to its launch, this ultra-thin high-definition LCD TV has caused a huge sensation in neon.
After all, the blockbuster at the World Expo, Neon can be said to be a household name here.
But everyone also knows that it is a concept product, more like a trailer.
But in just half a year, it's not surprising that this thing called an LCD TV has come into reality.
Although it is only 14 inches in size now, it still can't stop people from enthusiasticing it.
Even with a high price of 340,000 yen, Shirakawa Electric's LCD TVs sold more than 500,000 units in the second half of '85.
Because of the high technical difficulty and high profits, the LCD TV has now become the most profitable product of Shirakawa Electric.
In the coming year, the TV will be exported overseas.
I believe that with the advertising at the previous World Expo, its overseas performance will not disappoint.
However, there has been an increase and a decrease, which is affected by the appreciation of the yen. Among the products exported by Shirakawa Electric this year, the share of other products such as walkmans has declined significantly.
Compared with last year, not counting LCD TVs, Shirakawa Electric's profit this year is only about 1.7 billion US dollars, which is 200 million US dollars less than last year.
That's the impact of the Plaza Accord in just one quarter, and it's hard to say in the future.
If it weren't for the fact that LCD TVs brought nearly $300 million in profits, it would be difficult for Shirakawa Electric to make a profit this year than last year.
This is also the reason why Shirakawa Kaede wants to move these factories of the Walkman to Huaxia, to reduce costs in order to ensure more profits.
Under the manufacturing industry, the other most affected is SIC.
Not to mention the impact of the yen's appreciation, the cyclical recession of semiconductors alone has almost halved SIC's profits this year.
The price of the DRAM chip 256K has fallen from $31 last year to less than $3 this year.
This gap of more than 10 times in the middle, several semiconductor manufacturers can withstand it.
It is no wonder that Intel directly announced its withdrawal from the DRAM chip field in October, and gradually closed seven domestic wafer factories to focus on the processor chip business in the future.
Because of the periodic Great Depression, it is not only DRAM chips that are affected, but also processor chips.
For example, the 16-bit chip SIC80281 of SIC was sold to Apple for $90 a piece last year.
But this year, the price has become $60 a piece, which is the SIC took the initiative to ask for a price reduction.
If the SIC is hard capped, Apple is likely to turn around and throw itself into the arms of Motorola again.
So the contract was signed, but SIC still took the initiative to reduce the price in exchange for Apple's commitment to continue to purchase SIC chips in the coming year.
In fact, SIC is no longer profitable at this price, but in order to maintain market share, it is necessary to stick to it if you lose money.
Otherwise, once Apple is lost, it will be difficult for SIC to enter North America in the future.
But fortunately, the latest 32-bit chip SIC80381 released by SIC this year is still strong and remains at about $350.
It was released almost at the same time as Intel's 80386, and its performance is roughly similar, or even slightly better.
This is the first time that SIC has caught up with Intel, and the performance has remained on the same level.
Because of its massive computing power, Apple has decided to use this chip in the next generation of high-end Mac models.
Although Joe's gang leader is no longer there, this does not affect the cooperation between Apple and SIC.
Even Shirakawa Kaede thinks that without the paranoia of Qiao Gang Leader, Apple has become more talkative.
In short, due to the impact of the semiconductor recession, SIC's profit this year was only $100 million, a significant decline.
It is several times less than HAL.
Alas, the cold winter period of semiconductors is coming.
Especially in the neon SIC, even if it is a fabless semiconductor company, the road ahead may not be easy.
Because this year, the investigation of neon semiconductors in the United States has become more and more stringent.
In August, Intel and Micron launched an anti-dumping lawsuit against the neon manufacturer, and after two months of investigation in September and October.
In November, the International Trade Commission concluded that EPROM products imported from Neon had harmed the country's industry.
In December, the U.S. government preliminarily ruled that 64K DRAM would be sold at a price below fair value.
The final rulings of the lawsuits for the two products will be announced in the first half of next year.
Judging by the current trend, it's clear that things aren't going well here in Neon.
Storms, one after another.
(End of chapter)