Chapter 2949 The Horn Blows
On the screen, Mr. Wu and his colleagues dodged their eyes. Why should we follow the trend? Such a simple truth, do we need to explain it to them?
Of course, it is because following the trend means adding at least 7% more profits.
Although it is not appropriate to say so, this part of the new profits, that is, the net profits, is really a gift from God.
In the face of such an unrepeatable opportunity, do we still need to carry forward our style?
Are peers in this industry and practitioners in other industries not actively embracing such opportunities?
This is indeed the case.
In today's increasingly globalized economy, such a large earthquake in an economic powerhouse like Japan has also brought huge and extensive impacts.
Although since the Great Hanshin Earthquake in 1995, they have consciously done a lot of responses to such disasters, such as transferring some low-end manufacturing to foreign countries, strengthening the global layout of the industrial chain, and improving the ability to repair similar disasters.
However, there is a reason why force majeure is defined as force majeure. In the face of a series of reactions triggered by this earthquake, their efforts over the past years have not had any effect.
For example, this earthquake also triggered a tsunami and nuclear radiation from the explosion of a nuclear power plant.
The damage caused by a tsunami to a factory is greater than that caused by a simple earthquake. For example, in a factory directly flooded by a tsunami, pipeline facilities are damaged and equipment is basically scrapped.
In addition, earthquakes will inevitably cause huge damage to transportation facilities such as roads and bridges, which will affect logistics...
In addition to the automobile industry that everyone will think of at the first time, this 311 earthquake has a huge impact on many industries around the world, especially their strong point, the electronics industry.
Including the electronic components industry, LCD industry, LED industry, photovoltaic industry, automotive electronics industry, notebook industry, digital camera industry...
Nowadays, companies related to these industries are raising prices for various products.
The semiconductor industry is of course the main industry related to Feng Yiping and others.
Although Elpida has been struggling since he took over Qimonda, it has not yet closed down, and Toshiba and Cintiq Alliance is the world's second largest flash memory manufacturer after Samsung.
Unlike Elpida's current memory share of less than 4%, Toshiba's flash memory production accounts for nearly 40% of the market share.
The earthquake had a huge impact on Toshiba's factories in the north. Not only that, other well-known manufacturers, such as some European and American semiconductor manufacturers, also suffered a huge impact on the production of their factories in Japan...
In general, this is a rare good market.
As time goes by, the impact should be even greater.
As we all know, those contract users of semiconductors, that is, the main users, will of course have inventory, at least two weeks due to different strengths and payment terms.
Two weeks later, if the affected factories have no hope of resuming work, as some users' own inventory runs out, the related increase may be more than 7% and 10%, even 15% and 20%, which is not surprising.
It's 7% and 10%, how can we underestimate it? This is similar to pure profit, which can make everyone's report look beautiful.
Don't follow the trend?
Thinking of the corresponding losses that may be caused by this, Mr. Wu and others are a little uncomfortable at this time. We have lost money and suffered for so many years.
We are not as rich as you, Mr. Feng. In particular, everyone knows that the semiconductor industry is just a branch of your huge business empire. Apart from that, you have a lot of companies making money for you.
For other things, they can keep silent because of Feng Yiping's prestige, but when it comes to things that involve their own interests, sorry, even if you are Feng Yiping, we have to speak.
Mr. Chen of Maode, who has been on the verge of bankruptcy, couldn't help but speak, "Mr. Feng, we know that you act in an upright manner, but you also know best how difficult it has been for us in the past few years."
At this point, he felt something was wrong. You guys are dumb, why don't you agree?
So he continued, "Two years ago, if it weren't for your timely help, we wouldn't have survived,"
He stopped talking again. Now is a good time to compliment Feng Yiping. You should speak up!
He first looked at Mr. Wu on the screen. He is the most respected. From what he said just now, it is clear that he also wants to follow the trend and raise prices.
But Mr. Wu was listening attentively, so attentively that he didn't move, which made people wonder if the screen was stuck.
Mr. Wu didn't say anything, and Mr. Gao of Huayuan Technology, who also belongs to the Formosa Plastics Group, certainly didn't express his opinion; Mr. Yang of Winbond was writing and drawing at this time. Are you taking notes? I don't believe you.
Mr. Huang of Powerchip, who still has business dealings with Elpida, certainly didn't speak at this time. He was the one who had the least confidence to oppose Feng Yiping.
Mr. Chen couldn't help but think of the word that many people of their generation are familiar with, "sincere unity".
After so many years, such words are still just on the lips!
But at this time, he clearly understood that there must be something wrong in the middle, so he immediately changed the topic, "Therefore, I fully believe that Mr. Feng, you must have your reasons for doing this, I have nothing to say, I will listen to your arrangements, Mr. Feng,"
Lao Ma lowered his head and covered his mouth with his hands, saying that he would turn if he wanted to, and then he would take 62. Are you here to make fun of me? I almost got burned.
Beside him, Dr. Zhang Anshi, the head of the chip division, kindly gave him two tissues.
Dr. Zhang did this so that he could bow his head legitimately, so that people could not see the expression on his face.
Mr. Wu of Nan Ya finally changed his posture at this time. He had to lower his head because his face was really stretched.
Mr. Yang of Winbond was still writing and drawing at this time, but his strength was much greater, and every stroke was penetrating through the paper.
At this time, he couldn't help but think of the song sung by his peers, "It's so hard to hold back laughter."
Saift, who was far away in Germany, covered his face with one hand and looked aside, as if he was waiting for the translator to interpret. He really didn't want to embarrass Mr. Chen, who he often dealt with.
Only Feng Yiping seemed to be really unaffected at this time.
"Everyone, we should have a long-term vision. The lessons of the panel industry back then should be profound enough,"
After hearing what he said, those people looked a little unnatural.
I'm really embarrassed to mention this.
In 2009, the panel industry was in trouble just like the memory industry. At that time, in order to help the panel manufacturers on the other side of the strait to overcome the difficulties, the mainland organized 9 major color TV manufacturers to go for collective procurement, with a total procurement amount of up to 4.4 billion US dollars.
This can be said to be a big order that pulled the panel industry on the other side of the strait out of the quagmire of bankruptcy. At the same time, in the spirit of brotherhood, we not only did not take the opportunity to lower the price, but also left them with sufficient profit space.
But those panel manufacturers did not know how to be grateful at all, and even did not abide by the most basic spirit of the contract. They then reached an alliance with Korean manufacturers and sold all their products to Samsung and LG in South Korea. We had no choice but to turn to Korea for procurement.
Naturally, the price will of course be higher. How high? In 2009, our panel procurement price rose by more than 30%!
Such collusion with outsiders and treating relatives from the same mother as fools, rich and easy to bully will certainly not have a good result. Now, the panel industry in the mainland has risen rapidly, and the fate that those manufacturers will face is also very clear.
——Feng Yiping also knew that behind the alliance against us, in addition to grabbing high profits, Samsung also had another evil intention, intending to use such actions to affect the memory manufacturers on the other side of the strait and his alliance.
Their intentions, of course, did not succeed in the end. Faced with Feng Yiping's financial offensive, the memory manufacturers on the other side of the strait had no intention of resisting. Instead, they confronted the relevant departments and reached cooperation with Feng Yiping one after another.
"Everyone, you have to look at the long-term," Feng Yiping stood up as usual.
"The main users of our memory are now mainland manufacturers. Although there is reason to be consistent with Samsung in this case, think about the feelings of our users?"
"We will never follow the trend to raise prices," he said directly.
"If we are consistent with Samsung at this time, it actually means that in terms of memory, the tens of billions of dollars of investment we have completed over the years have no effect at all,"
"Because our market prices are still controlled by foreign manufacturers,"
He looked at Dr. Zhang Anshi beside Lao Ma, "What is the scale of our chip factory that can be put into production this month?"
"In terms of memory chips, in a week, the output that can be fully produced, including the lines that are currently in trial production, can account for about 13% of the market share,"
"In terms of flash memory, according to your instructions, we have always given priority to construction, so the progress is more gratifying. By the end of this month, full production can account for at least 20% of the market supply share," Dr. Zhang held his eyes and answered proudly.
A chip factory must have a cycle from construction to production. From 2009 to now, in just over two years, their team has achieved such results, which can be said to have once again refreshed the relevant records.
"From now on, full production, people resting but not resting, implementing three shifts," said Feng Yiping.
"Then our production capacity can be increased by at least 80% to more than doubled," said Dr. Zhang.
The reason why there is only such an increase is that the training of skilled workers also takes time.
"After one quarter, I guarantee that it can be increased by 1.5 times and 2 times,"
"Let's do it," Feng Yiping nodded, "and let the sales department also go all out,"
"I require that all contract users around the world who need to use chips can receive our quotations in the shortest possible time,"
"Our quotation will maintain the current price first, and the subsequent price will depend on the situation,"
"Understood," Dr. Zhang and Saifud immediately became energetic and looked a little high-spirited.
And the alliance manufacturers were a little dignified at this time. The bloody battle was about to start!