Chapter 3022: Using His Spear to Attack His Shield (Part 2)
Yang Guoning looked delighted, grabbed Feng Yiping's hand and shook it, "I'll do it right away," and looked ready to leave immediately after saying that.
Lao Ma smiled when he saw this, "It seems that your words really touched Mr. Yang's heart."
When Yang Guoning heard this, he said with some embarrassment, "Originally, this was also the suggestion I wanted to make to Mr. Feng."
He rushed over in a hurry, originally planning to persuade Feng Yiping to choose to deal with it this way, but he never thought that Feng Yiping was what he thought.
Feng Yiping smiled, "This fully shows that our views on this issue are highly consistent,"
Yes, with the completion of the two chip bases of Jiaqiang Storage and the continuous improvement of production capacity, the most important thing they need to do is to further compress the living space of manufacturers led by Samsung and increase Jiaqiang's market share.
Otherwise, based on Jiasheng's current and future sales situation, their products will be in short supply and there will be no need to reduce prices at all.
Really, Jiasheng Storage is so good. No matter how bad the market conditions are, their situation is so good.
This is also something that storage manufacturers, including Samsung, are jealous of and hate to the point of vomiting blood. The Chinese market, the Chinese market!
Although it is not the world's largest market in terms of consumption, from a production perspective, it is undoubtedly the world's largest market.
The reputation of the world's largest manufacturing country is not for nothing.
When it comes to storage products, everyone will immediately think of the PC industry. Among the top three companies in the world, from HP to Lenovo to Dell, which company's main output does not come from China?
Not to mention Lenovo, HP and Dell already have two production bases in China. In addition, they also have a large number of products that are manufactured in Chinese OEMs.
As for Apple Computers, it is well known that they have not produced their own computers for a long time. During the difficult times of the 1990s, they sold off most of their factories and only retained a single plant in Ireland.
The factory in Ireland is not a pure production plant. It only assembles a small part of MAC. Most of the employees in the factory mainly provide sales services and technical support to users around the world.
The main purpose of retaining this factory is to make Apple's local situation look bigger, so that it will not look too ugly when they can reasonably and massively avoid taxes through companies in Ireland.
Their entire range of products has long been handed over to Chinese OEMs.
The second industry that has a huge demand for memory chips is naturally smartphones. In this regard, well, let’s not talk about it. iPhones are all produced in China, and most Android systems, except for Samsung itself, are produced in China.
In fact, even Samsung’s own mobile phones are mostly produced in China.
The third major industry with large demand for memory chips is other consumer electronics products. In this regard, China, as the world's largest manufacturing country, of course leads the way...
Therefore, Samsung will be worried that the market downturn will affect the sales of their storage products, but Jiaqiang, which is backed by the huge market in China, haha, we are only worried about insufficient production.
If not for the suspected monopoly, Feng Yiping would face huge troubles. Feng Yiping hopes that his production capacity will not be more than 40 to close to half after full production in the future, but the 70% of the current 30% of the industry's demand.
Therefore, for Samsung, the collapse of Elpida is an epoch-making victory for them after so many years of struggle, and it is also their best opportunity to raise prices and make profits. For Huasheng, Elpida’s The collapse is a great opportunity for them to use their comprehensive advantages to continue to conquer the city and compress the living space of Korean manufacturers.
Price increase? nonexistent!
Feng Yiping sent Yang Guoning to the door, "Do your best to do this job well. You and your colleagues don't have to think about the next meeting."
"Also, assess the current market structure as soon as possible,"
Evaluate? Could it be... Yang Guoning looked at Feng Yiping excitedly.
Feng Yiping nodded, "Although not all production lines are now put into use, I think it is time for us to seriously consider further expansion of production,"
Hehe, reverse investment, Samsung, I just want to use your tricks again and again to knock you down!
When Lao Ma saw Yang Guoning's eyes, two balls of fire suddenly burned up, "Okay, Mr. Feng,"
…………
In Seoul, only half an hour after Feng Yiping and Yang Guoning determined the relevant policies, Samsung received the news from its partners, and immediately reported it to Xiao Li, who had taken up the position of vice president of Samsung Electronics. Minutes later, Chairman Li learned the news and immediately summoned his son and Quan Wuxuan to discuss countermeasures.
Quan Wuxuan looked at the president's old face, but the president's old face was completely the same as those actors on TV who all had a straight face no matter they were happy, angry, sad, or happy, and they also called them "advanced abstinence faces." I can't see any emotion.
Like other aspects, Vice President Li's temperament is also a little worse than his father. Although it can't be seen on his face, Quan Wuxuan can see it at a glance from his sitting posture and his hands on the armrests. He was helpless and disappointed.
Quan Wuxuan believed that the chairman's mood should be the same.
You know, this should have been a good opportunity to raise prices, but Jiasheng... Gee, the hidden wounds suffered when Android acquired Motorola last year seem to be tumbling again.
The chairman didn't say anything, and President Li didn't say anything either. When the chairman picked up the teacup, Quan Wuxuan knew that he had to speak first. "We will keep the original price unchanged," he said.
This is actually nonsense.
After such news came out from Jiasheng, how could they have the choice of raising prices?
This is why President Li was helpless.
In the past, let alone the bankruptcy of important peers, which led to a reduction in supply, there was no such good excuse. If they wanted to raise prices, it would only take a few phone calls.
In this regard, they already have a very hidden mechanism that makes it difficult for people to catch the handle, but it is effective.
But now, because of Jiasheng's rookie, they can't even raise prices in the face of such a rare opportunity.
The key is that this rookie has a lot of strength. Whether it is a single fight or a group fight, he is not afraid. The order is destroyed in this way.
Chairman Lee therefore always can't help but miss the good old days, and he knows that this is not because he is old, nor because he is vaguely like the wave that will be left on the beach - how can I be the wave?
"This is not a problem," Quan Wuxuan continued, "It's not that we can't afford the current price, the key is..."
"The key is that we have always been passive," Vice President Lee said, "whether in the market or pricing, we have always been in a passive state. If we let this go on, it will be difficult to change in the future."
He didn't say the rest, but everyone knows it.
The result of this is that they can only watch Forex riding on their heads helplessly.
"Objectively speaking, Forex has obvious comprehensive advantages over us," Quan Wuxuan continued as soon as he stopped.
"Especially," he said bitterly, "latecomer advantage,"
Yes, in some industries, the first-mover advantage is obvious, such as Apple, which released the iPhone and sampled new smartphones, and many other industries, but in the field of storage, it is completely different.
The reason why South Korea can defeat the United States and Japan in this regard, the latecomer advantage also played a big role.
Employee costs are not a big deal. Companies that enter this industry later do not have the historical baggage of the past. More importantly, when they enter this industry, they can easily have a more accurate understanding of future development trends, so they can directly enter from the future development direction.
Samsung was very happy when they built a 200mm wafer factory, but Forex has only built 300mm wafer factories.
In terms of process, Samsung started with 500nm, then 350, 250, 180, 150...
Looking back, it was really a step-by-step process, and every step forward required a huge price and effort.
Up to now, they have finally increased their 30nm chip production capacity to 75% and 20nm chip production capacity to 25%.
Look at Forex again, they started with 20nm... How can people reason with this?
Samsung also knew for the first time that those Chinese workers who they could recruit by simply asking them to kneel down or slap each other standing up could become skilled workers so quickly after training in Germany or on the other side of the Taiwan Strait, and could quickly bring out a large number of them.
Human resources, this is really a key factor.
He put down his teacup and asked his son with a test, "What do you think should be done?"
"Increase our investment in China," Vice President Li said immediately.
Alas, Lao Li sighed silently in his heart. The idea was right, but it was too late!