Chapter 2855 Original Product
Zhou Buqi said: "Many maintenance points in the country say they are original products, especially those in Huaqiangbei, which provide all kinds of original spare parts. Are they all like this?"
Zhou Shaoning smiled and said: "Yes, if it's not cheating, it's this kind of defective product that is lost from the foundry. Like a substandard chip, it doesn't mean that the chip cannot be used, but that the chip has black spots and bad pixels, which may It will affect performance and may crash at any time, but it is indeed the original product. Nowadays, mobile phone and computer OEMs are generally in China, and a whole series of black products have been formed.”
Zhou Buqi shook his head, "These foundries are doing everything they can to reduce the losses of defective products."
"Well..." Zhou Shaoning hesitated, "It may not be the fault of the foundry. It can even be said that most of the outflow of substandard products is not the fault of the foundry, especially big manufacturers like Samsung and TSMC. It’s possible. It’s mainly due to internal and external collusion, corruption within some companies, and private transactions between senior executives and external purchasers.”
He is in the industry, so he understands it very well.
No matter what is produced by OEM, defective products are bound to be produced.
However, the vast majority of substandard products just do not meet the high standards of upstream manufacturers, and they do not mean they cannot be used. High-standard spare parts may remain as good as new for ten years, while substandard spare parts may break after five or six years of use.
This part of the substandard products still has great market value!
For example, the battery of a Mac computer is broken and I want to replace it. Normally, if you want to replace the original battery, you can only go to an Apple store, which is too expensive. If you go to a third party and replace an original battery, the price will be very low.
Where does this third-party original battery come from?
There are only two possibilities.
One is fake, it's not the original battery at all.
One is outflow, which comes from the gray channel of the foundry.
When large companies such as Asda, Samsung, Apple, ZTE, and Huawei place orders for foundries, the scale is very large, at least hundreds of millions or billions. Foundries do not dare to offend such large customers and go privately Operation, deliberately selling this part of defective products to reduce the loss of defective rate. Once discovered, future orders will be gone, and the loss will be too great.
However, this is not necessarily the case for some people within the foundry, and there is the possibility of internal and external collusion.
Several senior executives teamed up to quietly sell the substandard products in the warehouse to the channel for gray products, and then reported them to the company saying that they were destroyed in accordance with regulations, and they could make a lot of money from it.
Zhou Shaoning said: "Some executives go even further and will even join forces with assembly line workers to deliberately reduce the process and increase the failure rate."
"ah?"
Zhou Buqi was slightly startled, in disbelief.
Zhou Shaoning said: "The higher the failure rate, the more defective products will be eliminated. Then they can ship more and make more money, and they won't care about how much loss it will cause to the company. Last one There is one company in China this month. There are more than a dozen people involved in the foundry, and the amount involved is nearly 300 million. "
"Is it from the fruit chain?"
"Well, the biggest market in this industry is the Apple supply chain. Most of the spare parts of Android phones are universal and highly substitutable. Apple is different. Original products are difficult to replace. Even if it is a charger, the original charger There is a huge gap between chargers and third-party chargers.”
"It is still up to Party A to come forward and collect and dispose of these substandard products, and we cannot let the OEM handle it on its own."
Zhou Buqi gave his own suggestions.
Zhou Shaoning smiled and said: "Well, this is indeed the mainstream method of processing. However, there are no shortage of so-called 'original' spare parts for fruit chains on the market. However, it is generally not a big problem to find Samsung or TSMC for OEM. The black market is mainly in the mainland market, and mobile phone chips are not replaceable. If the mobile phone chip is broken, the phone cannot be turned on, and users usually buy a new phone.”
Zhou Buqi nodded, "So from Aisda's point of view, there is no difference between choosing Samsung or TSMC for OEM?"
"Well, there's not much difference." Zhou Shaoning still considered Boss Zhou, "It mainly depends on what you mean. Samsung is making great efforts to promote the development of the chip foundry business and has invested a lot of resources. This is their It’s a strategic decision. If we give the order to Samsung, we may also get some other strategic benefits from Samsung, depending on whether you need it.”
"Okay, let me think about it."
With such benefits, Zhou Buqi would naturally not let it go.
If it is some high-end chips with high process requirements and stronger technology confidentiality, then TSMC must be chosen for OEM. But now the 4G chip developed by Aisda is just an entry-level product. It would be a great deal to hand over the order to Samsung and get some valuable strategic resources from Samsung.
…
When Zhou Buqi returned home, there was not even a place to stay in the cloakroom.
Bottles and cans are everywhere.
"Senior sister, don't mess around like this. Who accidentally touched it and ruined the antique?" Zhou Buqi felt helpless when he saw Wu Yu looking carefully in front of a landscape painting.
Wu Yu turned around and said excitedly: "Hubby, look, does this painting look good?"
"nice."
Zhou Buqi laughed, how could he appreciate this? If it were a European salon oil painting of a naked woman, he would be able to appreciate it.
Wu Yu said ostentatiously: "This is a painting by Wen Zhengming!"
"That's really valuable!"
Zhou Buqi couldn't help but take a few more glances, but he really couldn't appreciate this kind of ink landscape painting.
Wu Yu said to himself: "This painting is a family heirloom. Look here, there is also Tang Bohu's promotion, um... and Kangxi and Qianlong's style. This must be collected well. When old Rockefeller bought it in China, he spent 40,000 oceans! At that time, a large tripod from the Shang Dynasty was only 4,000 oceans."
Zhou Buqi said: "Well, then you must collect it well. And these porcelains are so beautiful, put them well. Don't let the children come over and break them for you."
Wu Yu said indifferently: "I know, put it here for the time being, and move it over after I clean it up in a few days."
After all, Zhou Buqi is not a big collector, and lacks the emotional bond that makes him love this kind of thing.
It's not a beautiful woman.
I really don't have much interest.
After changing into home shorts and short-sleeved shirts, Zhou Buqi walked around the house, kissed Yaxian, hugged Baoshan, and touched Aunt Xue's body several times, and finally found Senior Sister Zhenyu in a study on the west side of the fourth floor.
Zhou Buqi knocked on the door and asked in a low voice: "Senior Sister, are you busy?"
Zhenyu had just returned from New York today. When she looked up and saw that it was him, she chuckled and said: "Come in! I'm settling accounts!"
Zhou Buqi walked over with a smile.
Zhen Yu stood up and gave him her seat. After he sat down, she sat in his arms and said happily: "The cash flow issue has been resolved. I have reached an agreement with Rockefeller. We will pay $900 million this year, $900 million next year, and another $900 million the year after. There is no deferred interest. Also, Tesla's delisting case has come to an end. You can go to New York tomorrow and sign with Musk and others."
"Thank you for your hard work." Zhou Buqi hugged her slender waist, "It's good to have a virtuous wife at home."
"My husband is the one who has to work hard."
Zhen Yu hooked his neck and snuggled in his arms.
Zhou Buqi whispered: "Do you want to sleep with me tonight?"
"Yes."
Zhen Yu nodded slightly.
Zhou Buqi said: "Okay, I'll love you again tonight. I'll tell you something. Pluto Capital's Qualcomm shares, you should prepare, they have all been dealt with..."