Rewrite the Technological Landscape

LCD panel is an industry that everyone thought at the beginning that the impact might not be very big.

The first is the battery. The market’s prediction of the battery is very negative, but soon everyone will find that this prediction is wrong.

The reason why everyone had such a prediction at the beginning was mainly because the battery material suppliers in Neon Country were the hardest hit areas this time, such as Wu Yu Chemical, which owns 70% of the world's key polymers for lithium batteries.

Its plant in Iwaki, which is also the only plant of Kureha Chemical that produces polyvinylidene fluoride, has been closed since March 11.

But the experts overlooked one thing. There are many manufacturers that can produce polyvinylidene fluoride. Lithium battery is just a small category. After the chemical supply was cut off, a group of polyvinylidene fluoride companies including the United States, Germany, and Denmark made some adjustments and passed the product performance test of the battery manufacturer, and quickly made up for this gap.

Huaxia companies also seized the opportunity, such as Sanaifu, which directly increased the annual output of 3,000 tons to 10,000 tons, and quickly won domestic customers such as BYD through front-end process improvement.

And BYD even made a high-profile statement that BYD batteries will not have any impact, and will even further expand production. This expansion, of course, is to grab the battery market in Neon China, especially Panasonic.

Panasonic's LCD panels were completely suppressed by Dafengfeng. Panasonic's plasma panels were unfortunately hit by Changhong in 2010. Panasonic now only has lithium batteries as its core pillar, and now this happened.

If it is still the same as in the previous life, Panasonic will lose nearly 6 billion soft sister coins this year, but Meng Qian estimates that this life should be more than that. After all, Huaxia Electronic Consumer Products is not the same as before under the leadership of Dafeng Electronics, and BYD is sitting on it. With the help of the rocket of Gale Group, the lithium battery business has grown by leaps and bounds.

From materials to technology to production capacity, BYD has everything. Going to the Panasonic market now is just like playing.

It was Samsung and LG that took the opportunity to seize the Panasonic market at the beginning, and now BYD is about to compete with Samsung and LG.

Compared with batteries, semiconductors are the industry that has been truly affected this time. It is predicted that this is the case, and the result is indeed the same.

The first obvious area of ​​turmoil is the image sensor. Sony was once the global leader in image sensors. Because of this incident, Sony was forced to close the factory directly.

At this time, Samsung, the second image sensor, couldn't sit still, and tried its best to grab Sony's market.

The pattern of this life is that Dafeng Semiconductor has become the leader in image sensors, Sony has become the second because of the technology, and Samsung has become the third.

As a result, I heard that Samsung, which was vacant in the second market, still did not sit still, and announced in a high-profile manner that it would increase its investment in image sensors.

"The production line of image sensors has a long construction cycle, and it is difficult to increase production. Because of the outbreak of smartphones, Samsung knows that we have been producing at full capacity, so we can't take Sony's market at all. Samsung will naturally take action." Regarding this matter, Meng Qian analyzed it like this.

"Mr. Meng, since Samsung is paying so much attention to image sensors, should we respond?" The people from Dafeng Semiconductor were unsure about many things recently, so they had to come to consult Meng Qian.

"Isn't it all said that the production line of image sensors has a long construction period and it is difficult to increase production. If Samsung wants to invest, let them invest. It is estimated that Sony will resume before they are ready."

"Can it recover? Now the market sentiment is getting more and more pessimistic."

Meng Qian looked at the employee in front of him, not knowing what to say for a moment.

Now the biggest problem in the entire industry has evolved into not knowing how long the influence of Neon Country will last.

Because of unpredictability, all companies are extra cautious, especially on the issue of production capacity.

If the impact this time will last for a long time, then companies can’t brag about guaranteeing output or price, because you can’t guarantee it in the later stage, and customers will not come to you when they find out that you are talking nonsense.

Therefore, most companies basically try to make their expectations as pessimistic as possible. If there is another tsunami in the Neon Country, then don’t even think about it this year.

But in such a big environment, a different kind appeared.

At the end of April, domestic semiconductor material manufacturers have basically completed the tests in companies under the Dafeng Group, and the results of whether they can pass the certification have also come out one after another.

Meng Qian glanced at it, and now almost 50% of the semiconductor materials can be made domestically, plus some of Dafeng Semiconductor's own materials, and then Dafeng Semiconductor should be able to achieve about 65% of the materials locally, and the upstream equipment Since the localization started early, there are relatively few classifications of materials, and the localization rate is close to 80%.

Those that cannot be localized, naturally can only use the company's ability to compete with other semiconductor manufacturers for materials.

On the eve of May 1st, Dafeng Semiconductor suddenly issued a statement, saying that it can guarantee normal supply this year. This is the only major semiconductor manufacturer in the world that has publicly stated that it will guarantee supply.

As soon as the news came out, the market immediately shook. Intel, Samsung, and TSMC could not guarantee the production capacity. How can Gale Semiconductor guarantee it?

"Could it be that China has achieved 100% self-sufficiency in materials and equipment?" This is Li Runyu's reaction, probably because Samsung has seen China's semiconductor development more closely in the past few years, and he dared to think about such outrageous things.

But this time Li Runyu overestimated Huaxia Enterprise a bit, and he didn't.

"Could it be that Meng Qian stockpiled materials in advance?" This was Intel's reaction.

Intel sent people out to investigate and found that it was not the case. Dafeng Semiconductor did stock more than ordinary companies. I heard that it has been stockpiling for more than 2 months, but Dafeng Semiconductor has maintained this habit for more than a year.

After all, it is a semiconductor company in a period of rapid growth, and Dafeng Semiconductor has money. It is completely reasonable to stock up a little more, especially if it has been like this for more than a year, which shows that it did not happen suddenly recently.

"Now some materials that are in extreme shortage can guarantee 50% of the usual supply, which is very good. For example, Intel can only talk about 70% of the supply at most. Gale Semiconductor cannot have more than us.

Even if they have three months of inventory, if they are exhausted, they can guarantee a normal supply for half a year. What will happen after half a year?

Unless at least 70% of the material production capacity can be recovered in Neon Country in half a year. "

"I think Meng Qian may be betting on whether the Neon Kingdom can be rebuilt within half a year."

"Under this special situation, if Meng Qian wants to gamble, it is nothing more than to grab a contract, but because he is grabbing a client, the contract liquidated damages will be much higher than normal.

If he didn't bet right, some of them lost. "

"Maybe the Dafeng Group has money, so they just want to pay for it? Can they afford it?" Some people said such a somewhat stupid remark, which immediately attracted other people's contempt.

"The market is not just as simple as losing money. A crisis in cooperation may be blacklisted forever in the future, and it will also cause negative word of mouth in the entire industry.

Unless you can conquer the market with absolute product advantages, but does Dafeng Group have this ability? The production capacity they guaranteed this time includes computer chips, and what they want to grab is computer chip orders. "

"Is it possible that Meng Qian is really a reborn? He really knows that the Neon Kingdom can be rebuilt within half a year?"

"If he is a reborn, wouldn't it be more straightforward to prepare materials in advance?"

"Maybe he just thinks it's too easy to confirm his identity as a reborn, is it intentional?"

"You think Meng Qian is a showman!"

Paul was so angry that he almost smoked, "I don't want our company's executives to believe such nonsense like those people on the Internet!

It just makes me think you guys are dodging the issue and making excuses for your responsibilities, and a very boring one at that! "

Paul's anger made the office quiet, and at this moment, someone knocked on the door and came in with the latest news, "AMD just issued a notice, and they confirmed that they have delivered a batch of chip foundries to Gale Group, and Gale Semiconductor Guaranteed the production capacity of AMD's chips.

At this moment, AMD has released all the sales, and they are coming to us. "