Rewriting the Technological Scenario

The LCD panel is that everyone thinks that the impact may not have a big industry, and at the same time, everyone will feel that the impact will have a large industry.

The first is the battery, the market is very negative for the pre-judgment of the battery, but shortly, everyone will find that this pre-judgment is wrong ...

At first, there is such a pre-judgment because neon battery manufacturers are this hittime, such as Wu Yuhua, a global 70% lithium battery key polymer.

It was closed from March 11th plant from March 11. The factory is also the only factory in which Wu Yuhua has produced polyvinylidene fluoride.

However, experts ignore a lot of manufacturers that can produce polyvinyl fluoride. Lithium batteries are just a small classification, and they are too lazy to fight for other companies, but now Wu Yu The chemistry is broken, including a batch of Polyvinthylfluoroethylene enterprises such as rice, Germany, Denmark, etc., a little adjustment, through the performance test of the battery manufacturer, soon replenish this gap.

The Huaxia Enterprise also seized the opportunity, raised the annual output of 3,000 tons directly to 10,000 tons, and quickly won the domestic customers in BYD through the front-end process improvement.

BYD is high-profile representing that BYD batteries do not have any impact, even further expansion, this expansion, of course, to grab the neon market, especially Panasonic.

The LCD panel of the pine is thoroughly pressed by a large scenery. The plasma panel of Panasonic said that it is very difficult in 2010, and now there is only a core pillar of lithium batteries. The result is now.

If you still have the same time, Panasonic has lost nearly 6 billion soft sister coins this year, but Meng Qian estimates that this world should be more than, after all, Huaxia Electronic consumer goods are not the same as before the lead, BYD is sitting. The rocket of the wind group, the lithium battery business flew.

From the material to the technology to capacity, BYD has anything, now I am going to eat the pine!

At the beginning, I took the opportunity to grab the pine market is Samsung and LG, now BYD is about to fight with Samsung and LG.

...

Compared to the battery, the semiconductor is this true impact industry, which is predicted, and the result is true.

The first field of obvious manicure is the image sensor, Sony is the global leader of an image sensor, because this incident Sony is forced to give the factory directly.

At this time, the image sensor old two three stars can't sit, and fight the old life to grab Sony's market.

And this style is a wind semiconductor to become an image sensor faucet. Sony has become an old two, and Samsung has become an old three.

As a result, I heard that the Samsung in the second market is still not sitting, high-profile announced the increasing things that increase image sensors.

"The production line of the image sensor is long, the increase is difficult, but also because the explosive Samsung of the smartphone is very clear that we have been full of load production, so we can't get it in Sony, Samsung naturally wants to shoot." For this matter, Meng Marthen is so analyzed.

"Buman, since Samsung now pays so much attention to the image sensor, do we want to respond?" The people of the wind semiconductor recently took a lot of things, and she had to consult Meng Qian.

"Don't say it, the production line of the image sensor is long, the increase is difficult, Samsung should invest, let them invest, it is estimated that they have not yet waiting for them, and Sony has recovered."

"Can you recover? Now the market emotions are getting more pessimistic."

Meng Qian looked at the employee in front of him, and I didn't know what to say in a moment.

The biggest problem in the entire industry has evolved into when I don't know if the impact of neon is there.

Because unpredictable, all companies are particularly careful, especially in the issue of capacity.

If this impact will last for a long time, the company can't brag, to guarantee production or guarantee what is prices, because you have no way to guarantee, when you find that you can't come to you.

Therefore, most companies are basically as much as possible to make the expected pessimism, in case neon country, I really come again, I don't want to think about this year.

It can be under such a large environment, an aliority appears.

At the end of April, the domestic semiconductor material manufacturers basically completed the test of the company's company, can not pass the certification, and the results will also come out.

Meng Qian looked at it, now almost 50% of semiconductor materials can use domestic, plus some of the wind semiconductor's own materials, and then the wind semiconductor should probably achieve 65% of material domesticization, and upstream equipment Domesticization is relatively more than 80% because of the early morning, relatively no material, and the domestic rate is close to 80%.

It is still not possible to domesticize, naturally use the company's ability to grab the materials with other semiconductor manufacturers.

On May Day, the wind semiconductor suddenly issued a statement, indicating that this year can guarantee normal supply, which is the only semiconductor big factory in the world that expresses the guaranteed supply.

The news has been shaking in the market, and the Intel Samsung Terminal Power has not guaranteed production capacity. Why do you guarantee the wind semiconductor?

"Is there a self-sufficiency rate of 100% material equipment?" This is the reaction of Li Runwei, which is probably because Samsung is closer to the semiconductor development of China in these years. He dares to think about it.

However, this time Li Yunyu is a bit overestimated, there is no.

"Is Mo Meng Qian ignited in advance?" This is the reaction of Intel.

Intel sent people to find that it is not, the wind semiconductor is indeed more than a general company, I heard that I have been overdo three months, but the habit of the wind semiconductor has been more than a year.

After all, it is a semiconductor company in the rapid rising period. The wind semiconductor has money, relatively more fully, especially for more than a year, does not have a sudden recent.

"Now some extreme shortage materials ensure that the 50% supply of usual is very nice, like our Intel can only talk about 70% supply, and the wind semiconductor cannot be more than us.

Even if they have three months inventory, they are calculated, they also guarantee the normal supply for half a year, what should I do for half a year?

Unless the neon, the neon can achieve the material capacity recovery of at least 70% of the material. "

"I think Meng Qian may be gambling, and the gambling country can not be rebuilt in half a year."

"Now this special case, if Meng Qian wants to gamble, it is to grab the contract, but because he is robbing the customer, the contract default is much higher than that.

If he has no gambling, some can be lost. "

"Maybe the wind group has money, will pay for the loss?" Some people said that there is a little bit of a little bit of mind, which attracts the eyes of others.

"The market is not only simple, and the crisis on a cooperation, the future may always pull the black list, while the entire industry will cause negative reputation.

Do you have this fact unless you can conquer the market with an absolute product advantage? Their guaranteed capacity is included in the computer chip, and they want to grab the computer chip orders. "

"Is there any possible, Meng Qian is really a rebirth? He is really knowing that neon national energy rebuild in half a year?"

"If he is a rebirth, it is not more direct in advance?"

"Maybe he feels that it is so easy to sit down his own obedient, deliberate?"

"You are Meng Qian is ate!"

Paul's almost smoked, "I don't want our company's executives to believe in this boring statement like those people!

This will only make me feel that you are escaping, and I am looking for an excuse for my responsibility, and it is a very boring excuse! "

Paul's anger made the office quietly, and at this time, someone knocked in and handed the latest news. "AMD has just issued a notice, they confirmed to deliver a batch of chip of the wind group, and the wind semiconductor The capacity of the AMD chip is guaranteed.

The AMD, AMD, has put all the sales out, they are rushing by us. "

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