S star and other panel giants have begun to make efforts in OLED display technology, and Times Optoelectronics is in full bloom, and even Dongfang Technology is desperately trying to overcome OLED technology.But what about PADA herself?
So far, PADA Electronics Group has only just digested this 6th generation TFT-LCD production line, and the yield rate has just passed the passing line.The gap between this is probably as far as from the capital to the deep city.But if you get on the ship of Oriental Technology, PADA's business in the LCD panel is equivalent to the subordination of the other party, and there is basically no possibility of turning over."
Mr.
Liang, think about it, I won't force you.In fact, you can also have a choice, that is, to do market segmentation, you can make money, but you will never get ahead. ”Wang Bin is actually not in a hurry, how much production capacity does PADA have?
What he likes is the other party's corporate background and financial strength, and it is not bad to accept a little brother."
Dong Wang, I'll think about it, I'll give you a specific answer when I get back."
Liang Weihua returned to Jinling in a depressed mood, and then got the latest news from the vice president, the island's well-known company, the world's leader in the field of foundry, Hon Hai's Lao Guo is ready to acquire SHARP's LCD panel business."
He's an OEM, why is he involved in this?"
Liang Weihua's first reaction was to feel a little inexplicable, and his second reaction was to realize that what Wang Bin said before was actually very reasonable.If Xiao Bai was here, he would tell Liang Weihua that Hon Hai had been involved in this kind of thing a long time ago, and he thought that when Dongfang Technology, Times Optoelectronics and South Korea Hyundai were negotiating, the other party wanted to intervene.But now is different from the past, with the best-selling smart phones of fruit companies, Hon Hai, which is OEM for it, has developed very fast.This time, Hon Hai Lao Guo is probably not to disrupt the situation, but really wants to enter the LCD panel industry.In the case that Dongfang Technology does not intend to participate, PADA Electronics Group will not be able to compete with Hon Hai.However, Liang Weihua is not dead.After he returned to Jinling, he continued to contact with SHARP, and at the same time was actively trying to find a way to allocate funds, but it was really not possible, he planned to take down SHARP's production line first, and then talk about cooperation with Wang Bin.However, Liang Weihua's good fortune seems to have come to an end.In fact, the speed with which this matter has progressed has exceeded everyone's expectations.Deep City.As soon as Xiao Bai finished meeting Li Dong in the office that morning, Yang Yan walked in."
Dong Xiao, this is the latest issue of the compilation of business information, I put it on the table."
Yang Yan held a document in her hand, and then put it behind Xiao Bai's desk.Xiao Bai smiled and nodded, signaling that he understood.Just now, he discussed with Li Dong about the transformation of part of the production line of Times IC Shencheng, and planned to increase the proportion of characteristic processes.At present, the layout of Times IC has been completed.Modu Company mainly focuses on advanced process technology, and Wei Jianjun's task is to keep an eye on the development trend of the industry.The Beijing company focuses on mature process technology, and Wei Xiaolou's task is to strive for excellence in technology, not only to pursue the yield rate but also to pursue the huge production capacity.The factory headquartered in Shencheng focuses on characteristic craftsmanship.Mr.
Li's mission is to ensure the production of AUO's analog ICs, digital-analog hybrid ICs, some digital ICs, and discrete devices.After Li Dong left, Xiao Bai recorded several important things.Then, he picked up the compilation of business information that Yang Yan put on the table and looked at it."
The framework agreement was signed so soon?"
Xiao Bai noted that this issue of the business information compilation focuses on the acquisition negotiations between SHARP and Hon Hai Precision.Negotiations between the two parties are progressing rapidly, and a framework agreement has been reached for Hon Hai's acquisition of SHARP's LCD panels.That is to say, all the questions of principle have been settled, and all that remains is a few small things, and if nothing major changes, the matter is irreversible.Combined with the fact that the shipments of Japanese-funded LCD panel companies have decreased significantly, it can basically be judged that Japanese-funded companies have irreversibly withdrawn from the LCD panel industry.Immediately, Xiao Bai threw the information in his hand on the table and couldn't help laughing.Since then, there are only two heavyweight players left in the world display technology field.According to the market geography, it is divided into domestic companies and South Korean companies.If it is divided according to the enterprise, then it is Times Optoelectronics and S Star, after all, LG and Dongfang Technology are still one level behind.As for the subdivisions and some small manufacturers, they can be ignored."
Xiao Yang, you call the airline, I'm going to a mountain city tomorrow."
Xiao Bai called Yang Yan in and asked her to tell the airline to prepare the route, he needed to go to Shancheng and Rongcheng to share this happiness with Shang Liancheng, Chen Yisheng and others.So, this time he went to the mountain city alone.After he arrived in Shancheng, as soon as he came out of the airport, he saw Shang Liancheng and Chen Yisheng.The two of them already knew something, and the smile that couldn't be hidden showed their hearts."
Mr.
Shang, Mr.
Chen, you two are so busy that you really don't come to the airport to pick me up.Let's go, let's get in the car, let's talk about it after we get in the car. ”Xiao Bai shook hands with the two of them, and then the group got into the car."
Xiao Dong, it's not early at this time, why don't we go directly to the restaurant."
Shang Liancheng knew Xiao Bai's intentions, and prepared a celebration banquet in advance.On the one hand, it is due to the complete collapse of Japanese-funded LCD panel companies, and on the other hand, it is also because the 8.5 generation (Oxide) TFT-LCD production line of Yamashiro has officially entered the mass production stage.Xiao Bai looked at his watch, it was already past 5 o'clock in the afternoon, so he smiled and nodded."
Mr.
Shang, Mr.
Chen, you two have worked hard, I have to have a few drinks with you tonight."
The fall of Japanese-funded LCD panel companies is a major event with far-reaching impact.Once upon a time, Japanese-funded companies were unrivaled in display technology, not to mention China and South Korea, and even the United States could hardly match it.But now, Japanese companies are completely out of the LCDOLED industry, which indicates the collapse of the so-called "R-based manufacturing" myth.Perhaps, R Ben still has advantages in some industries and controls the upstream of the industrial chain of individual industries.But under the elimination of one and the other, the overall strength of R Ben will eventually be left behind by Huaxia, and it will be thrown farther and farther away.This is what Xiao Bai is most happy about.At the celebration banquet in the evening, everyone drank high, and Xiao Bai was no exception.However, this time, no one was waiting for him at home to make sobering soup, and he went to sleep when he got home.Following.Xiao Bai slept until more than nine o'clock in the morning before waking up, and after getting up, he suddenly felt refreshed.After washing up and eating something casually, Xiao Bai took Yang Yan, He Changfeng and others to Times Optoelectronics (Shancheng) Company."
Xiao Dong, the products of this 8.5 generation (Oxide) line are of high quality.The display effect is no worse than the OLED screen, and it is much stronger than the ordinary LCD screen.We've just entered the mass production phase, and the order is just a few months away.Moreover, the price of new products is relatively high, and the profits are relatively rich. ”Every new production line is like a child who is still connected.He watched them come into being, watched them grow, and watched them bring fruitful results to the business.At this moment, his heart was content and happy.Xiao Bai followed the other party to walk in the workshop, listening to the other party's detailed introduction, and felt very gratified.The mass production of this 8.5 generation line can reduce some performance pressure for Times Optoelectronics, and also lay a solid technical foundation for the next development of the company.Times Optoelectronics currently has a-SiLCD technology and OxideLCD technology in large-size displays.In terms of small and medium-sized displays, there are a-SiLCD technology, LTPSLCD technology, and LTPSAMOLED technology.As for the large-size oxide AMOLED panel, Times Optoelectronics also has technology accumulation, but it is not ready to launch the production line for the time being.Perhaps one day, OLED panels will replace LCD panels.But this process is calculated in ten years, so there is no need to rush too much."
Mr.
Shang, this project has been done very well, I want to give you a credit."
Xiao Bai was full of confidence in the development of Times Optoelectronics, and he and Shang Liancheng went to noon in the workshop, and then went to the canteen for lunch.After eating, Xiao Bai called Chen Yisheng to make an appointment, and then the two went to Rongcheng together.The 5.5 generation LTPSLCDAMALED production line in Rongcheng is still under construction, and Xiao Bai inspected the progress of the project accompanied by Chen Yisheng.He asked Chen Yisheng to do the foundation work solidly, it doesn't matter if it is slow, as long as it is completed within the plan period, it will be considered a victory.The key is to do a good job in technical verification and accumulate experience for Times Optoelectronics' next comprehensive entry into OLED panels.Xiao Bai stayed in Rongcheng for a few days, and then took a plane to the capital."
Wang Dong, didn't you say you wanted to invite me to drink?
I'm already in the capital, what do you say?
”After Xiao Bai came to his courtyard, he made a phone call to Wang Bin, and there were some things that needed to be sat down and talk to the other party."
Xiao Dong, aren't you just as elusive?
So, it's half past three in the afternoon, and we'll see you at seven o'clock in the evening, and I'll send you the address later. ”Wang Bin laughed on the phone and immediately said that he would arrange it.After hanging up, Wang Bin put away his smile.In fact, when the external opponents fall one by one, as the same camp of Oriental Technology and Times Optoelectronics, how to get along in the future is indeed a big problem.Times Optoelectronics and Dongfang Technology are, in a way, a loose alliance.But the alliance is also fragile, and once external pressures begin to abate, it can appear unstable and even turn against each other.Therefore, Wang Bin felt that it was time to talk about it.Evening.Xiao Bai came to a private restaurant by car.Wang Bin booked a huge private room, but there were only two people who ate, him and Xiao Bai."
Xiao Dong, I toast you!
To be honest, without the efforts of Times Optoelectronics, Japanese companies such as SHARP would not have been able to withdraw from the panel industry so easily.In retrospect, Japanese companies have always wanted to block our access to LCD technology, but they were the ones who ended up out.This is a great irony!
”Wang Bin picked up the wine glass and touched it with Xiao Bai, and then drank it all.Then he let out a lot of emotion."
Wang Dong, after all, the past is over, and we still have to face the future.The future pattern is that domestic panel companies will play against South Korean panel companies, and the situation will not be much easier.I think that the external still has to be twisted into a rope.I'm not going to talk about alliances here, because there will be competition between us.Here, I would like to express my stance that Times Optoelectronics will first be consistent with Dongfang Technology in this external matter. ”Xiao Bai's meaning is very clear, compete as much as you want internally, as long as you don't use despicable means.But for the most powerful opponent, South Korean panel companies, everyone should still join forces with the outside world."
Xiao Dong, I feel much more comfortable with your words.Seriously, I really thought you were going to kill us all the time. ”Wang Bin agreed with Xiao Bai's point of view, but he didn't forget to take the word and click on Xiao Bai.The fierce price reduction strategy of optoelectronics in the previous era made Wang Bin remember it vividly, and he couldn't sleep well for many nights.Fortunately, in later times, Optoelectronics accepted it when it saw a good situation, and after defeating the Japanese-funded panel companies, it took the initiative to end the price war.The price of LCD panels in the market has stabilized and has rebounded slightly so far.This made Wang Bin breathe a sigh of relief, otherwise he would be under a lot of pressure."
Wang Dong, come, drink one."
Xiao Bai smiled and shook his head, too lazy to answer the other party's words.At this stage, the strong enemy is on the side, and there is no need for him to fight with domestic companies such as Dongfang Technology.And in a sense, Dongfang Technology has become the climate, and it is really better to pull to its own side to jointly deal with South Korean panel companies.It's always good to have an extra helper.The meal lasted until about ten o'clock in the evening, and Xiao Bai and Wang Bin talked a lot.In fact, it is impossible for this industry to have an exclusive monopoly, and it is also a good thing that the two sides can constantly coordinate their positions with each other.Following.Xiao Bai came to Times IC (Beijing) Company, inspected the company's production and operation, and chatted with Wei Xiaolou and other management.The Beijing company has continued the more conservative style in the past, concentrated on mature technology, and strives for excellence in technology, and the indicators such as revenue and profit are quite excellent.Xiao Bai basically couldn't find anything wrong.And Wei Xiaolou is also willing to take root in the capital, and he doesn't have much idea about a higher position."
Xiaolou, you've done a good job.I don't have anything to add, let's go and go our own way, and I'll go then. ”Xiao Bai stayed in the capital company for half a day and left.He came to the capital this time mainly to see Wang Bin and inspect the work, but it was just an incidental act.Two days later.Xiao Bai took the plane to arrive at the magic capital.In the magic capital, he stayed for a long time.After he arrived here, Liu Xiaoling and Chenchen and Ziyu also arrived.Tian Chunxiu came over on the weekend to rest for two days, and then hurried back to ZH.Liang Yufen and Xiao Tianfang spend half of their time with the two little guys these days, and it is the same for everyone to be in the next generation.Xiao Bai inspected Pudong Microelectronic Equipment Company for a few days, and the company was struggling to climb upward in lithography technology, making progress, but it was not enough to subvert the current market pattern.