Rewriting the Technological Scenario

On April 12, Fukushima first nuclear power plant accident was set to Level 7, and the Chernobyl nuclear accident is similar.

At the same time, the middle and lower reaches of the middle and lower reaches have begun to larger assemblies.

Most semiconductor and panel companies are generally around a month, so if you can solve the reconstruction problem in one month, plus a lot of scheduling within a month, the impact will be relatively small, after a month, the neon The longer the recovery cycle of Hongzhong, there will be more and more companies to fall into trouble.

This month, everyone is paying attention to the news from Neon State. I look forward to them can rebuild quickly. One saying, the reconstruction of neon countries is still very positive, the recovery speed is also very fast, but it is really serious. How much is a bit of a little bit.

At this time, the media and analysts are dispatched. The work of the media is to attract eye, so there is a mess, in fact, including the media saying that neon countries will come to a tsunami, don't think about it this year. Although I don't know how this is coming, it is even a bit like a taste of the neon country, because this statement is really legendary.

The person is also a lot, after all, no one knows how the future, and overall, pessimism is intensified, because this time people have natural response to bad things, so no matter what happens behind Better acceptance, including enterprises, first reduce the user's expectation, finally giving them a lot of surprises, always given them a big look, it is not honored.

And for some companies, this thing happens is not entirely bad, such as the LCD panel industry ...

Everything is now talking about two things. First, it is considered that neon's liquid crystal panels have a large-scale discontinuation of the world, because the current neon Chinese LCD panel industry is weak, only left 15% of market share, this is actually high, once 12% left, so this market share will not affect what.

Second, neon Chinese LCD panel material manufacturers have an impact on the production capacity of the LCD panel, so production capacity is not coming.

These two statements seem to be contradictory, but carefully analyze that there is a greasy, the neon liquid crystal panel can be alternative, but the material problem of neon has affected production capacity, the result is not, other LCD panel companies can Alternative neon liquid crystal panel companies, but because of insufficient production capacity, you have to add money.

This kind of public opinion is coming out. Everyone wants to think out with his head, but in the past, even if you don't have a way.

However, some people don't seem to realize that this world is not the same, this world seems to be neon market share, but the product is extremely close, but the product nature is different.

You must know that Sharp has been acquired by the wind group, Sony has a little burning fire through the cooperation with the wind group, so there is half of the 15% market share in neon, in the high-end market.

And in the high-end market neon country has such a result, it is basically Sony.

So far ...

"The predetermined amount of Meng, the predetermined amount of LCD high-end screen is doubled." Meng Qian now needs to understand the latest market data every half a month.

Everyone does find the Sony screen alternative, but everyone is looking for a large wind and electricity, because the high-profile and Sony's LCD high-end screen uses strong wind Sony photoelectric technology, manufacturing technology is similar, basically no difference, can be perfectly replaced And now, their products are better than Samsung.

Since the Sony's large-size high-end LCD screen has always been higher than the big windy, this is because Omi's deliberate pressure, that is, do not want to let the big scenery is comfortable.

The province is not more to say, as long as you can use neon products and Gaotai products, they will not use the mainland products.

But now, you don't have to, then don't think of your high-end products, you can of course choose Samsung, but you have to prepare your users.

Once Sony's short-selling market can only choose Samsung and LG, but now Sony is the shortage of goods in Sony really want to suppress the big scenery to choose Samsung and LG.

"What is the idea of ​​the big scenery? Is it planning to increase price?" Every half a month's market data is docked by He Yutong and coming over. Meng Qian did not directly divert the subsidiary market department, according to him now I don't have more things to do more, and there is something only to know as the rebirth, don't don't do it.

"Well, now the entire semiconductor and the LCD panel industry will increase in price, this time the price increase market can be accepted."

"You go with them, let them do not sell, or sell according to the original price, but require additional purchase quantity and time."

"Do not increase price?"

"Ok."

Meng Qian's mind is naturally speculative, not to speculate, and Meng Qian is doing this, mainly considering the development of this incident, now in the panic stage, everyone is now unpredictable, but Meng Qian is Know the future, or that sentence, the neon reaction is still very fast, basically start slowly after a few months, so the high price orders in these months are not big.

According to the development of the past, more than the price increase is the reduction in the downstream enterprise. Many downstream companies have been hard for half a year, and then the neon is still the same, especially this world pulls high-end liquid crystal panel. The demand for high-end products is not big.

So it is better to establish some new users' habituality and take the opportunity to quickly build products in Omei reputation. Sony recovery, due to contract reasons, they still have to continue to buy big-style products, but because now everyone doesn't know how long, So as long as you don't have price increase, you must have a willingness to sign long.

As for the medium and low-end LCD screen, it is the main attack direction of Samsung LG, but the price increase, this world is not the same, last year, the LCD panel war, Jingdong side, etc., began to build their own high- And in recent recent, the mainland has built 7 LCD high generation lines. In the beginning of March, there are experts who don't have so many orders to them. This is a waste of money, this is not an order ...

Then, Li Runwei also crazy, "In the case of breaking the neon, the price of the liquid crystal panel is not only going to go, but also go to the point ?!"

"The 7 high generations of the mainland directly started, plus the previous production line, plus the Chinese employees overtime, plus the unlike work, directly blocked the gap of the neon country."

In this liquid crystal panel pattern change, the medium and low-end large-sized liquid crystal panels are likely to become a real remodeling point. After all, they know that in the middle and low-end products, once China has mastered mass production technology and quality Danzi, then there is basically no matter what others.

This time, as long as Jingdong and other enterprises can do the product well, as long as it can get the market's recognition, return and other neon countries to recover from the whole commercial war, let the market feel what is called the price ratio, not only neon The market, the low-end LCD panel of Gaoli is also ready to tremble.

"No, where did the material guarantees ?!" Li Yun ran immediately made a key issue.

Recently, the three stars can't actually be limited by the material. Some materials are very high on neon countries. There are so many materials, which will have a very serious affected.

For example, an animalistic conductive adhesive, the light is a Japanese market, which has a worldwide market. This thing is the neon country, and Samsung is deliberately to find another two companies to supply, but Hitachi The integrated electrical conductive adhesive still occupies the proportion of material demand for Samsung nearly 50%.

The heterogeneous conductive glue is one of the major materials of this affected material. This will be substantially equal to the broken material.

It is good to have two other suppliers, you can transfer goods slowly, but just slowly, everyone is grabbing, the two companies can't make so much time.

Therefore, this time, the mainland is completely unsatisfactory, compared to Samsung, Jingdong and other enterprises should buy materials more, now the world is grabbing, even if the ripping, the price will be high, how to support What are they such a low price?

The person in charge of the Samsung Electronics Market is painted. "The big scenery is not to build an internal industry chain, and in the process of building internal industrial chains, the priority of the priority is happening to include an osmotic conductive glue. Several materials that are short-shorted due to neon events ... "

Li Runwei feels listening to a joke, "happens to? Is it so clever? Is it difficult to Meng Qian's fortune telling ?!"

Don't say that Li Yun listened to a joke, it also directly on the next few days, caught the market hot discussion, everyone felt incredible, big scenery said that the internal industry chain material is in the development of the internal industry. In this case, the most affected material research and development, you say that this is going to say.

Moreover, these materials have recently started mass production, and there is a meaningful thing that someweightly rely on neon, but the wind group and Huaxia material merchants have not been able to engage in materials, such as glass substrates, Huaxia Enterprise The newly built production line actually chose the company's Corning as a material supplier without choosing neon companies as a supplier.

Everything seems to be pointing to a matter, Meng Qian knows that neon is a big earthquake recently ...

Meng Qian's rebirth is once again speculated, even the world-class media such as "Reuters" is used "Reuters Meng Qian? ! "Such title.

But even if this Meng Qian is all, it makes people feel too precise. It is not recognized that this kind of thing is not admitted, even if you admit it, others can't figure it out, are you joking, still serious.

Of course, things are more and more big, the wind group is a official response to the online speculation, meaning is that the company is just ready to start mass production in these industries, rushing.

The reason why the reason is the material is because the monopoly of neon is serious, so I want to break around. Is this not reasonable?

It is very reasonable to say it ...

But no matter how everyone guess and ridicule Meng Qian, there is a thing that has gradually become a consensus. After a few months, the global liquid crystal panel pattern is likely to change further.

I was prepared to take the opportunity to jump a jump, and I am afraid that it is not too moving.

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