Reborn since 1993

Chapter 282 The battle between the government and the court
Only in the fifth and sixth generations of TFT LCD panel technology did the technology begin to fully mature and be capable of large-scale mass production. In the seventh generation, TVs and computer monitors with large screens like crystal picture tubes were There are STN screens, etc., which have completely driven out of the mainstream high-end display screen industry.

It was also at that time that the era of smartphones arrived, and the combination with LCD panels became an invincible weapon. Since then, mobile phones, computers, tablets, car displays, etc., have all begun to enter the LCD era!

So when Miao Xuguang said that Oriental Optoelectronics was going to start developing the first-generation TFT LCD panel, Li Dongling was not disappointed, or even surprised.

Companies such as Japan Benzene and Bangzi are lousy and notoriously unreliable. There are not many companies that have been cheated by them. The ones that have been cheated are not only domestic ones, but also Siam, Malaysia, etc. How many people in our country have been cheated by these two families?

If you really put all your hopes for Oriental Optoelectronics’ LCD panels on Nippon and Bangkok, you will definitely be ripped off in the end.

As for Oriental Optoelectronics' self-developed TFT LCD panel, although there is a generation gap with Sharp and Samsung, as long as the generation gap is controlled within one or two generations, there is hope of catching up. The most terrifying thing is that you can't even see the other party's taillights. It will make people feel desperate.

"Oriental Optoelectronics' TFT LCD panel department will develop a new generation of panel technology at the same time as it builds a production line for the first generation of panels!"

"By the end of next year, we will develop the first-generation TFT LCD panel production line, start the research and development of the second-generation LCD panel, reserve the technology of the third-generation panel, and cooperate with LCD panel companies such as Sharp, Samsung, LG, and Hyundai. The gap cannot be widened, and the opportunity to catch up or even surpass their technology must be preserved!

In addition, every time Oriental Optoelectronics develops a generation of LCD panel production line, it will occupy an absolute market! "Li Dongling explained to Miao Xuguang.

In the past life, how did BOE compete with companies like Sharp and Samsung? In the early stage, BOE’s technology was indeed not as good as Sharp and Samsung, but it worked steadily. Although it was one or two generations behind in technology and could not get high-end panel orders, but in the mid-to-low-end market, But they all got it!
Sharp, Samsung, and LG may not care about the low-end at the beginning, and even gave up on the mid-range panel market. After all, the profits are too low, and the investment in panel R&D is too large. They must make high-end screens with the highest profits, low-end or even mid-range panels. The terminal panel market was ceded to BOE intentionally or unintentionally.

But when BOE completely occupied the mid- to low-end panels and impacted the high-end screen market, companies such as Samsung and Sharp felt a sense of crisis. But in the mid-to-low-end panel market, BOE had absolute say with its cost and scale. Sharp, Samsung It's impossible to grab it.

Samsung is proud of its counter-cyclical strategy, which is to expand aggressively when the panel industry is in recession, wipe out its peers, and then dominate the entire market. BOE also failed to do so because BOE is more familiar with this move than Samsung. , and more courageous!
In the end, Sharp was forced to work hard to develop the high-end market. Although the profits of high-end screens are high, the mid-to-low-end panel market was taken away by BOE. They had no way out. They could only grit their teeth and climb all the way up, because behind their butts Lao Liu was chasing too fiercely.

When the pace slows down and BOE starts to catch up, the game is over. First, Sharp was beaten to death and the brand was sold. After decades of hanging around in high-end screens, Samsung was also caught up.

When Miao Xuguang heard this, he couldn't help but breathed a sigh of relief. Li Dongling's words were basically support for him and he agreed to the plan he proposed.

Wang Dongsheng sighed, "If we do this, then this war will become a war of attrition. The R&D funds and costs that Oriental Optoelectronics and BOE need to invest are really too high!"

Wang Dongsheng can imagine what will happen in the future when BOE joins hands with Oriental Optoelectronics to engage in a price war with Sharp and Samsung in the screen industry. On the one hand, it needs to invest in research and development, and on the other hand, it will have to invest huge amounts of money in building factories to produce screens. The final screen will also have to be priced. War, thinking about it gives him a headache.

The key is that this screen war has no end in sight for Wang Dongsheng. Once involved in this arms race in the screen industry, he has no right to withdraw. If he wants to withdraw, there are only two ways, either the winner takes all and defeats all parties. Road rivals, grabbing more than half of the global screen industry market!

If you can't win, then there is only one other way. After being beaten down, declare bankruptcy and sell yourself, or be acquired by the enemy. Apart from these two ways, there is no other way.

"In this world, if you want to be a winner, how can you easily get it? In the screen panel industry, Oriental Optoelectronics must do it!"

Li Dongling said that Dongling Hi-Tech is definitely going to be in the screen industry anyway. Screens and chips are no better than other industries. Other parts can still be used if you make do with it. If there is no such thing in these two industries, there will be no one. Once they are replaced by Samsung and Qualcomm, Those companies pinched the neck, and they could really knock the bones out and suck out the last drop of blood.

Without chips and screens, Tanglin Hi-Tech will be controlled by others no matter which industry it enters in the future. If Dongfang Optoelectronics cannot develop it, then Tanglin Hi-Tech will end up personally!
Wang Dongsheng just sighed. In his previous life, he was able to lead BOE and fight against the screen panel manufacturers of Japan and Bangzi for so long in the face of adversity. If he were not a tough-minded person, he would have regressed long ago.

The situation of BOE in the previous life was much worse than now. Now BOE still has Dongfang Optoelectronics, and Tanglin Hi-Tech can provide them with a lot of orders and R&D funds. Life is much better than in the previous life.

"call!"

Clenching his fist and punching the desk, Wang Dongsheng said in a deep voice, "BOE is following!" "With the current technical reserves of Dongfang Optoelectronics and BOE, I'm afraid it will be difficult to catch up with Sharp and Samsung's LCD panel technology. It takes years to get the chance!”

Even if you want to go all out with the opponent, you can't beat the opponent, especially in technology. This gap cannot be solved by shouting a few words. There are no shortcuts in technology, and those who come after must complete the path that the former has traveled. , only then can we have a chance to catch up or even surpass the opponent.

When Miao Xuguang heard Wang Dongsheng's words, he was somewhat silent. He had no choice. Even if Dongfang Optoelectronics could poach people, it would be impossible to poach all the technical staff from Sharp, Samsung, LG, and Hyundai, and the core technology experts were even more powerful. It was strictly guarded by the opponent.

Even because of poaching, Sharp, Samsung, LG and other manufacturers have already entered into multiple lawsuits with Oriental Optoelectronics. The scale of liquidated damages paid for the technicians poached, as well as various lawsuit compensations, have already It has reached hundreds of millions of dollars. An ordinary small company would have been unable to handle it for a long time. Now among the global panel companies, some even have begun to make technicians sign non-compete agreements and are explicitly prohibited from joining Oriental Optoelectronics. In the future, it will definitely become more difficult for Dongfang Optoelectronics to recruit people.

"God will help those who help themselves. As long as Oriental Optoelectronics does well, I believe there will be a chance!"

Hearing Li Dongling's somewhat meaningful words, Wang Dongsheng couldn't help but feel a little confused, wondering what Li Dongling meant.

In fact, Li Dongling is not too worried about whether Oriental Optoelectronics can recruit people and obtain the latest LCD screen technology or even production lines.

By the year after next at the latest, Soros will be cutting leeks with Wall Street. By then, Japan Benzene and Bangzi will be in trouble. Li Dongling has no intention of snatching food from Wall Street and robbing banks and insurance companies such as Japan Benzene and Bangzi. , energy, securities, giant companies, etc., but moving a few LCD panel production lines from Samsung, Hyundai, and LG, pulling the technical experts of these panel companies from the rooftops, and inviting them to China, is not too much, right? !

At that time, Sharp, Samsung, LG, and Hyundai themselves will all be in danger, selling their properties everywhere to tide over the difficulties. Oriental Optoelectronics kindly saves them from the crisis and collects a little interest. It should be said that after all, the US dollar does not divide into camps. The U.S. dollar on Wall Street is the U.S. dollar, but the U.S. dollar in the hands of Oriental Optoelectronics is not the same, right?
As for Oriental Optoelectronics now, it will definitely be beneficial to develop its own first-generation TFT panel production line. At least it has technical reserves. Even if it can buy a new production line in the future, if Oriental Optoelectronics’ personnel cannot learn, wouldn’t it be a success? Got the joke.

In the future, Oriental Optoelectronics will have to rely on itself. The technology brought back from Nippon and Bangzi can only be a catalyst, allowing Oriental Optoelectronics to shorten the gap with Nippon and Bangzi panels. Both sides stand on the same starting line and can cut once. Their leeks cannot be cut all the time.

After the fifth generation of LCD screens, the sixth, seventh, and eighth generations, and even when transitioning to OLED screens and AMOLEDs, Oriental Optoelectronics will have no money for it, and it will have to rely on itself. At that time, it is estimated that If you can't say it, let's switch to other manufacturers, follow Dongfang Optoelectronics, and cross the river by feeling the stones...

Dongfang Optoelectronics did not promote it with much fanfare, but after Li Dongling arrived, Dongfang Optoelectronics' two major panel business departments, STN and TFT, started in full swing. Of these two departments, one is the present of Dongfang Optoelectronics, and the other is the future of Dongfang Optoelectronics. .

The entire Dongfang Optoelectronics became busy all of a sudden, and various manufacturers in the panel industry probably did not expect that today would be the beginning of the global panel war!
……

In Yanjing, there was another fierce dispute in the conference room of the Microsoft office building.

Du Jiabin, the president of Microsoft Greater China, angrily shouted at Walter, the chairman of Greater China in front of him, "You don't understand the mainland market at all. It's a disaster for Seattle to send you here!"

"So, you are questioning the decision of President Bill Gates and the Microsoft Board of Directors?" Walter is dressed in a typical elite American professional manager's attire, and is full of office fighting skills. A person with a technical background like Du Jiabin, who plays tricks, How can you outperform an old fritter like him?

Directly diverting trouble to the east, pulling the tiger's skin and pulling the flag, making Du Jiabin hold back the rest of his words.

Du Jiabin is a little helpless and aggrieved. Ever since he took office as the president of Microsoft Greater China, this kind of dispute has never stopped. In the final analysis, it is still Microsoft's "community dispute" in mainland China!
Microsoft's operations in mainland China and Asia are collectively referred to as the Greater China market, but in fact, there are two operating systems, one manages the mainland market, and the other manages more than a dozen markets such as Hong Kong City, Taiwan, Singapore, and Malaysia. Its 12 branches manage more than employees and large and small partners.

But there is a bug in this system. For example, Du Jiabin is nominally the president of the Greater China region, but he can actually only manage the mainland market, while the overseas markets are managed by Walter, the chairman of the Greater China region.

This involves the issue of wrangling, who is in charge of whom, and whether Walter is qualified to dictate Du Jiabin's mainland market. This is the core issue. In the future, the problem that has plagued Microsoft in the domestic market for more than ten years is this. The battle between Microsoft Mainland China and Microsoft Greater China will continue.

(End of this chapter)