Coquettish Rebirth

"So, Mr. President, as a researcher of 'liquid crystal', I would like to ask, what do you plan to do in terms of 'liquid crystal' screens? It is said that your company has already purchased an improved first-generation line ? Next, do you want to introduce the second-generation line, and then make a little progress?" Nakata Yukihiko asked.He knew that according to Sharp's rules, if he wanted a takeaway production line, he would be stuck with South Korea, let alone Dawan and the worse mainland China!

You know, between 91 and 96, among the 25 tft LCD production lines built all over the world, 21 were working in Japan, and the other four were in Korea!Under such circumstances, Japan is not willing to sell production lines to China at all, let alone mainland China, even Dawan has no share!In this day and age, there is only a production line for stn screens!According to the unspoken rules of the geese, the Japanese have already done the generation, and at most they exported the production line of the generation to South Korea.But by November 97, Korean LG had already produced a sub-brand, which was only a little worse than the Japanese.So logically speaking, Japan will definitely not export product lines of more than 11 generations now!So if you want to do it, you can only consider starting from the second generation or the second generation!However, there is no way to cut 3 pieces of 2-inch or more screens for the substrates from the 2nd and 6st generation production lines, and can only cut 4 pieces of 10-inch screens and four pieces of 11-inch screens!In this way, it is aimed at the notebook market. Compared with only 4 substrates per substrate and 6 substrates per third-generation line, it must not be so economical!Therefore, it is really difficult to compete in the field of LCD, and it even costs a lot of money!

But who would have heard Jia Hongjian say, "Second generation? Why do you want that crap? At least three generations!" Huh?At that time, Nakata Yukihiko was stunned for a moment, "But...where can I buy it? No one is willing to sell it? And even if you can buy it, the third-generation line is also very expensive! When we made it, we invested 2 million yuan. USD, but it’s a seller’s market now. Even if the technology improves, it’s estimated that the price may be four to five billion U.S. dollars or even more expensive. Moreover, the president, the LCD panel industry is now in recession! The global price of LCD panels They are all plummeting! Even if you buy the third-generation line, not only is it a huge investment, but you may not be able to make a profit for a long time! Even Sharp, which is the number one in our industry, is expected to experience negative growth in performance this year!"

That's right.Nakata Yukihiko is very anxious!This LCD production line is really having a hard time now, otherwise why is he worried that he might be laid off?Even according to Sharp's internal plan, the technical innovation of the production line, which would basically be improved once a year, this time from the first generation to the fourth generation, may take about 4 years, that is, the fourth generation line will not be available until 3. Put into production!All this is not because the market price has fallen too much.Can't make money!

But Jia Hongjian shrugged his shoulders normally at this time, and said something shocking, "I know, if the panel price does not fall, how can lg sell me the production line? The reason why we can get the production line in mainland China is that lg I want to exchange the modified 1st-generation line for money, and then use it to invest in the research of the 3rd-generation and [-]rd-generation lines. And now the price of LCD panels in the world has plummeted. This is also due to me. After all, our labor is low in China, even if it is a lot Upstream components are expensive, but relying on China's cheap labor force, we are still basically not losing money... So when everyone is not investing, of course we should spend money to invest in counter-cyclical expansion! As long as we can survive After the low "tide" period, after the recovery, our market share will be different..." [

At this moment, Nakata Xingyan only felt that Jia Hongjian had an evil smile on his face like a devil!That's right!What counter-cyclical expansion?Is this mental illness?When the market is cold, Sharp, Hitachi and the like are thinking of reducing investment, but the Chinese still want to expand... Even if others lose money, they are lucky but they don't make money, so they have to expand...Expansion It's for money!Is it fun to spend hundreds of millions of dollars on it and not make any money?What if there is a low tide in this cycle for 10 years?Do you think that Huaxi Hi-Tech is a Korean guy who can always take loans from the "government" with interest?Even if it's Korean.These consortiums have taken the "government" loans and made the "government" quite miserable!Now that the "government" is financially tight, more than half of the Korean Bangzi conglomerates are suffering serious losses, right?

Looking at the expression on the uncle's face, Jia Hongjian knew what the uncle was thinking, after all, what he said was too shocking.indeed.This kind of counter-cyclical investment sounds like a brain flood.But sometimes, you just have to be different from others, and you have to withstand the wind and rain to usher in the rainbow!Just like when the price of LCD panels was high, manufacturers like Mitsubishi Hitachi came to invest. As a result, as soon as the investment was made, too many products were produced, and the price fell accordingly, so manufacturers like Mitsubishi Hitachi invested. All the money I got was trapped in it and I couldn't get it back.But now when the LCD panel is at a low tide, just like the stock market's stock price is falling, take advantage of the opportunity to quickly buy the bottom.

And Jia Hongjian is not someone else, he is not a reborn person who does not know how long the "stock market" will fall!He knows why Samsung can overwhelm Japanese manufacturers in the market share of LCD panels in later generations. It is because Samsung dared to spend money to counter-cyclically expand the LCD production line after recovering some vitality in 99. !So after four or five years, more and more LCD panels were used, and after the demand rose, Samsung's explosive production must be faster than other companies that have shrunk in size!So within a short period of time, Samsung's LCD screens almost dominated the market, and this is the key to the high market share of Samsung's LCD screens in later generations!

Just like in the 80s, Japan first occupied the computer memory stick market. As a result, at the end of the 80s, the memory stick market started to increase in volume due to Korean companies. As a result, the price suddenly fell, and then everyone was a little bit unprofitable. Japanese manufacturers shrank their production lines in various ways. .However, South Korea's Hyundai Electronics and other manufacturers rushed in shamelessly with "government" loans. At that time, everyone thought they were fools.As a result, after a few years of price recovery, the Korean manufacturers have squeezed out the Japanese manufacturers from the top position, and all of a sudden, the memory sticks of Hyundai Electronics, that is, the Korean manufacturers headed by Hynix memory in later generations, Occupy the leader position of the market at once!

The Koreans have succeeded in counter-cyclical expansion twice in a row. As a reborn person, Jia Hongjian, with a clear understanding of the history and cheap labor in China, can guarantee that he will not lose money if he expands the volume, so why not expand the scale quickly? What are you waiting for?

Seeing that Nakata Yukihiko still didn't understand, Jia Hongjian smiled slightly at this time, and then said, "I know that you told me this is for the good of our company. But you may not understand my roadmap, In the LCD panel industry, the roadmap I have set is as follows - first we expand the scale, and then we rely on China's low labor force to continuously make the price into cabbage prices, and then "force" other companies All of them go to the high end, and we completely occupy the middle and low end. You should know that the sales volume of high-end products is small, and it is still the middle and low-end products that occupy the majority of market profits. After we occupy the middle and low-end products, we will climb up step by step. To catch up with their advanced manufacturers. Under such circumstances, if we follow as a chaser, our research and development funds will be relatively small, while the manufacturers we follow will have to spend a lot of money to explore Unknown technology. After they find out the direction, we keep up, and then use our ability to make this new direction. No one can make money except us! Slowly, our profits will increase, and the accumulation will also increase. There are more and more, and then we start to smash R&D and kill them all! Of course, the goal is South Korea..."

The model that Jia Hongjian mentioned is the model used by Wahaha and Tencent.It's just that when they are also in China, they rely on the advantages of scale, or rely on the pure competition of internal strength similar to martial arts masters to increase the ability to make money in every common step!In the end, everyone did the same thing, even if the technical content was the same, but when Wahaha and Tencent were able to make money, they were in an invincible position!

Next, other manufacturers that can be "forced" have to do research and development, and have to innovate, because if they don't innovate, they will be "forced" to death by Wahaha and Tencent!Then they finally came up with innovations and found a way out. Wahaha and Tencent quickly followed up and quickly occupied this new direction, and then "forced" other manufacturers to continue to research and develop!Although Jia Hongjian has always claimed that he doesn't care what will happen to his company after 2012, he also said that it has nothing to do with him.But how can this kind of pretending to be easy really be taken seriously?The enterprise he has worked so hard for decades will be gone if he says it is gone, can he not care?

So what he has to do is to let the company do well even without the "innovative" soul, relying on internal strength to compete!After all, is this "innovation" something that ordinary people can think of every day?Sony's innovations in the past 30 to 2012 years can't compete with them in almost all of them.Even the so-called innovative companies that started businesses together with Microsoft and Apple, how many are still alive in [-]?

This innovation is really not something that can be created casually, so Jia Hongjian has already figured it out, just like the death of Jobs and the transformation of Apple from great to excellent.After he loses any "prophetic" ability, he will retire and transform the company, from a great company to an excellent company, and become a company that they can do whatever others do, but a company that can squeeze others to death will do.After all, compared to living brilliantly and dying brilliantly with fireworks, it is more realistic to live a mediocre life for 100 years... My biggest motivation. Mobile phone users please go to read.)

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