Technological Hegemony

The semiconductor technology circle in November is doomed to be calm.

Led by Shin-Etsu Chemical, the global photoresist giant suddenly cut prices sharply, making everyone concerned about the semiconductor industry stunned.

People are very surprised that in order to deal with Star Technology, which has just been established for six months, the giant companies have put such a heavy hand, as if they are trying to force Star Technology to death.

To what extent has the price of photoresist been suppressed?

十七 The profit rate of the world ’s seventeen giants, from about sixty percent, directly into the single digits!

For the new entrant in the industry, Xingchen Chemical, because of its large investment in equipment and R & D, hires experienced experts and engineers at high salaries, plus global registration of patents, low utilization of new equipment capacity, etc., for each ton of photoresist, To lose a ton.

According to sources familiar with the inside story, one of the important reasons for the heavy hands of the international giants is the appetite of Xingchen Technology.

Their current annual production capacity has reached 6,000 tons, and the second phase plan has reached an incredible 15,000 tons!

虽然 Although the photoresist is the largest consumable used in the semiconductor and display industries, the crazy capacity planning of Xingchen Technology is obviously to go all out and win half of the photoresist industry!

That is to say, the second phase of the project has just reached the land acquisition stage. If Xingchen Technology is put into production smoothly, four levels, five levels, and six levels. These three levels are the highest and the most profitable photoresist varieties. Xingchen technology will become the largest in the world. Supplier!

You know, the annual global sales of advanced photoresists are only 50,000 tons. The first and second phases of Xingchen Chemical's plan have reached 21,000 tons, accounting for 42% of global sales. Can the giants not be in a hurry?

Even if the giants can withstand the impact of the 6,000-ton capacity of Xingchen Chemical this year, what about next year? Another 15,000 tons of output next year will have a fatal impact on the market, and who can guarantee that Xingchen has no third phase?

By then, Xingchen's chemical process has matured, and its cost has also dropped. It is guaranteed that those international giants will die a great deal!

According to the previous battles, Xingchen Technology is definitely a ruthless role. As long as they enter an industry, the industry will immediately shed blood.

Therefore, don't wait for Xingchen to start. Let's work together to kill the guy who hit the market. On this issue, the attitudes of the giants are highly consistent.

In the domestic professional forums, people from all walks of life talked about it.

"No wonder those international giants are going to die, the original ambition of Xingchen Technology is so great!"

"You only know that the toughest guys in science and technology have never been blown. Do you know how many periods have Xingchen Optics expanded?"

"How many periods?"

"The second phase of the plant has just been built, and the third phase has begun again. The planned area is the sum of the first and second phases!"

"Such a cow !?"

"That ’s the cow! And it ’s not just Star Optics that is ramping up production. It ’s only a few days before Star Display and Star Electric went into production. The second-phase project will not be completed until early next year, and now there are already three plans!"

"It sounds very enjoyable. I fully support the expansion of Xingchen Technology, but the question now is that Xingchen Chemical has hit billions of dollars before and after, and was blocked by the giants just after it was put into production. How can this be good?"

"Yeah, if you don't produce, the equipment and workshop will be useless. If you produce it, you will make one ton and pay one ton. Xingchen Technology currently has a long front, and it goes hand in hand in many areas. Can they afford it?"

哎 "Hey, it's a pity, it's so hard to have a top-level domestic photoresist, and the giants are really fierce."

"If you want to blame, blame Xingchen Technology for not knowing confidentiality and leak such important news in advance."

"Few talk here, but also leak news. Have you ever done the supply chain? The main raw material of photoresist is polymer resin, which must be purchased from major manufacturers. Project planning must be approved by major power departments. Production equipment must be customized. , Patents have to be filed, and any part of them will leak news. "

"It is reasonable to say upstairs that this is a photoresist, not an atomic bomb, and the news cannot be completely blocked."

"You are all right, anyway, the sword of the seventeen giants has already been raised. It depends on how Xingchen Technology responds. We can't do anything other than silent support."

Uh ...

Xun Baoshan, Xingchen Technology Headquarters.

In the conference room, there was a tense atmosphere, and the company's management gathered together.

Wu Hongtao's thick, straight lines have turned his face into a pig's liver color, shouting and killing there.

Li Moran, a virgo, kept silent, holding a small book in her hand, and constantly writing various response plans.

Luo Luojia remained calm, slowly tapping her fingers on the table.

It is always his habit to take precautions, but Luo Jia did not expect that it caused such a big rebound.

I'm afraid it's not just the problem of losing the market, but because of the decisive shots made by Xingchen Technology in many fields before, it caused tremendous psychological pressure to the other party.

Simply put, it is the international giants who hate Xingchen Technology to the extent that it bites its teeth, so it would rather use this strategy of killing the enemy one thousand and self-damaging eight hundred, sacrificing some benefits, but also frustrating the starkness of Xingchen Technology.

At this time, Luo Jia's phone rang suddenly.

Everyone was quiet immediately. Everyone knew that the call could still come in during the meeting. The other party must be a very important person for the company.

"It is President Tang of SMIC." Luo Jia glanced at the number and said to everyone.

Then he connected the phone. On the other side, Tang Boyun's voice was very heavy.

"It's also very difficult for us. The semiconductor foundry industry also has to fight for prices." Tang Boyun said, "If we all use your photoresist, the cost disadvantage is too great, UMC, Grofont, those of us Old rivals will seize the opportunity to seize SMIC's market share. "

但是 "However, although we can't use all of your products ~ www.NovelMTL.com ~ half of them are OK!" Tang Boyun said firmly, "Come over here and sign the contract as soon as possible, and you can set the price yourself."

Luo Luojia hung up the phone and talked to everyone.

唏 There was a sigh in the conference room. At this time, SMIC stood up and gave its full support, which moved everyone, but everyone always felt that it was not a taste.

Later, Luo Jia received another call from BOE Wang, meaning the same. If all the photoresists manufactured by Xingchen Technology were used, the pressure would be too great, but several giants in the display industry of BOE United Nations are willing to solve some of the problems for Luo Jia. pressure.

President Wang's phone call was just finished, and President Ren of Huawei called again.

A few minutes later, Luo Jia put the phone on the table and shrugged. "Ren said that from now on, the Big Four will pay us cash and no longer press us for a week to half a month. Is to help us solve the financial pressure. "

"Before the meeting, I also received a call from President TCL Li. The eight TV giants said the same, and shortened the billing period as much as possible. Whenever we want to use money, they will pay us."

Everyone was excited.

Hong Tao said, "Did you see that, at a critical moment, you still have to rely on friends! Let's not directly enter the market, but instead look for a significant partner. This move is considered a right move! We haven't many stars, just friends many!"

默 Li Moran said, "Since it has the support of downstream enterprises, it should be able to survive this level."

At this moment, Luo Jia laughed suddenly, a sharp light burst into her eyes.

"Partners are willing to support us fully. Of course, it's very good, and I'm very touched." Luo Jia said lightly, "However, let's go around this world, not to make others poor."