According to this news, since last year, the world's demand for automotive chips has grown very fast, and according to this trend, by next year, the market will grow exponentially.This very ordinary news aroused Xiao Bai's interest.If the statistics and forecasts are not wrong, then it means that in the near future, there will be an imbalance between supply and demand in the automotive chip market."
Xiao Tong, you call Mr.
Wang of BOD Group and ask him where he is now?
If you're nearby, ask him to come to my office. ”Xiao Bai found the problem from the subtleties, so he wanted to discuss it with the relevant personnel.Wang Chuanfu is not only a busy man now, but also rarely shows up, so Xiao Bai can only ask people to call him, otherwise he doesn't know when he will meet him."
Okay, Dong Xiao, I'll do it right away."
Tong Wanqing quickly contacted Wang Chuanfu, and the other party promised to arrive within an hour.While Xiao Bai was waiting, he also talked to Xu Changqing, Li Dong, Li Kai and others on the phone, and they would also come over later, an hour later.Xiao Bai, Xu Changqing, Li Dong, Wang Chuanfu, Li Kai and others gathered in the small reception room."
Xiao Dong, more and more chips are needed for automobile production now.AUO Microelectronics and BOD Semiconductor have both strengthened their R&D investment in this area, and are constantly launching new products, which have been widely praised for their quality and performance. ”Everyone sat down and began to discuss the opportunities and challenges brought about by the rapid growth of automotive chips.Xu Changqing told Xiao Bai that he had always attached great importance to this aspect.But the trend and speed of its development have far exceeded his expectations, and he needs to revisit the issue."
The sudden burst of demand caught us off guard.Now it seems that we must aggressively expand our product lineup while also working to increase production capacity. ”Xu Changqing then talked about some specific measures, and when he turned around, he was ready to consciously lean towards this area and keep up with the changes and development of the situation.Subsequently, Li Kai also expressed his position, and the response measures were similar to Xu Changqing's plan.Automotive chip is a general term, which can be popularly regarded as the chip used in automobile manufacturing.However, the professional categories covered are complex.It can be broadly divided into three categories: functional chips, power semiconductors, and sensors.Functional chips mainly refer to processor and controller chips.A car can run on the road, and it is inseparable from the electronic and electrical architecture for information transmission and data processing.The vehicle control system mainly includes the body electronic system, vehicle motion system, powertrain system, infotainment system, automatic driving system and other parts.Power semiconductors, mainly responsible for power conversion, are mostly used in power supplies and interfaces, such as IGBT power chips for electric vehicles, and field-effect transistors and OSFETs that can be widely used in analog circuits and digital circuits.Sensors are mainly used for various radars, airbags, tire pressure detection, etc.There are many types of automotive chips, and the companies that can design related products under the Times Department include AUO Microelectronics, Ruiyi Semiconductor, BOD Semiconductor and many other companies.For example, for BOD semiconductors, which Li Kai is in charge of, the main product is LGBT power chips.Of course, with the development of the company's business, other types of chips are also involved.Xu Changqing's AUO Microelectronics has strong technical strength in sensors, and Ruiyi Semiconductor is unique in processors......
Wait a minute.These companies also have intersections in the category of automotive chip products, and the product lines are very long, but each company has its own technical strengths, and with the cooperation of each other, Wang Chuanfu's BOD car basically does not need to purchase chips, and it can be solved within the times.In terms of manufacturing, power semiconductors and sensors are Li Dong's (IC Group company)'s strengths, and functional chips (CU) are mainly solved by Wei Xiaolou.Automotive chips do not have high requirements for the manufacturing process, but they have high requirements for reliability and environmental adaptability.Moreover, the Times Department also has an advantage that is difficult for others to imagine, that is, everything can be done in-house from chip design to manufacturing to packaging and testing.Strictly speaking, the mode of the era system belongs to the ID mode, which is commonly known as the "one-stop mode"."
Mr.
Li, do you have any difficulties in production?
The sudden burst of huge demand puts a lot of pressure on your production capacity, and production capacity cannot be raised overnight. ”Xu Changqing, Li Kai and others took care of the design and sales links, but they themselves lacked manufacturing capacity, and they still needed to be handed over to Li Dong and Wei Xiaolou to their companies.Therefore, the improvement of production capacity ultimately depends on the production link."
Xiao Dong, we have been expanding our production capacity in the past two years, and we have built three new production lines, and there are new construction plans in the future.However, when it comes to the field of automotive chips, we still need to make some minor adjustments.I think it's probably about the same on the side of the Beijing company. ”Li Dong analyzed it carefully and felt that the pressure was not great.He just needs to follow his expansion plan and doesn't need to make big changes.Not to mention Wei Xiaolou's side, the expansion rate of the Beijing company will exceed that of the group company, and the outbreak of automotive chips can just digest the redundant production capacity."
Mr.
Wang, you can increase some inventory appropriately.Of course, internal supply is a priority in the future, and you don't have to think too much about it. ”After everyone finished speaking, Xiao Bai smiled and pointed at Wang Chuanfu.Wang Chuanfu didn't squeak much just now, according to the situation he mastered, as well as the analysis conclusions of Xiao Bai and others, he felt that automobiles, especially new energy vehicles, would also have a big development in the next one or two years."
Xiao Dong, BOD Semiconductor has developed rapidly over the years, but it is also a little unable to keep up with the pace of development.I think, should we carry out a round of capital increase and share expansion?
The original shareholders are the quickest way to increase their capital to BOD Semiconductor according to the proportion of shares. ”Wang Chuanfu did not discuss the issue of automotive chips with everyone, but talked about the development of BOD semiconductors.He wanted to continue to grow a big company, so he put forward a proposal to increase capital and shares."
You can hold your own board of directors to discuss this matter, I can make a statement first, I agree with your opinion."
Xiao Bai smiled and waved his hand, kicking the question back again.Wang Chuanfu has the right to propose the convening of a board meeting of BOD Semiconductor, and Xiao Bai does not want to meddle in these specific matters and let the other party go through the procedures.Wang Chuanfu nodded, and after talking to Li Kai for a while, the two decided to hold a meeting of the company's board of directors next week."
So that's it for today, adjournment!
Ladies and gentlemen, it's almost noon, what do you want to eat?
At noon, I have a treat and invite you out to dinner. ”Xiao Bai then left the headquarters park with Xu Changqing and others, and went to a well-known Cantonese restaurant by car for lunch.After eating, everyone dispersed, and only Wang Chuanfu deliberately got into Xiao Bai's car."
Xiao Dong, since this year, the state has been very strong in supporting new energy vehicles, and I just got a subsidy, and the amount is not small."
Wang Chuanfu sat in the car and talked with Xiao Bai about the support policy for new energy vehicles.Now domestic new energy vehicle companies are in a stage of rapid growth, but it is difficult to say how many of them are rushing for subsidies.However, BOD Automobile is one of the earliest enterprises to enter the new energy vehicle in China, and it is a pioneer in the industry, and its technical level and technical reserves are second to none in China."
The new energy vehicle strategy is the direction of the future, but it is difficult to replace traditional cars at this stage, so Mr.
Wang, you still have to walk on two legs."
Xiao Bai has now given Wang Chuanfu full autonomy, and the development of BOD Group has strong autonomy, and he has intervened very little.It can be said that BOD Group is the enterprise with the highest degree of autonomy under the Times Group.But in the general direction, Wang Chuanfu still needs to discuss with Xiao Bai."
yes, that's what I've always done.Now there is an opportunity, our latest new energy vehicles will be widely used in the taxi industry, at present I have signed agreements with Shencheng, Yangcheng and other cities, and will be expanded to many cities in China in the future. ”New energy vehicles have been fully used in the public transportation system, and BOD cars occupy a large market share in the domestic market share in the field of electric buses.In the area of sedans, BOD cars have successively launched several new energy models, and the market sales can only be regarded as unsatisfactory.Wang Chuanfu and Yue Tong and others found another way to enter the rough car market and achieved very dazzling results."
As a result, we don't have enough capacity and we need to build a new production site.In addition, the company's hybrid engine has made significant progress, and I am ready to launch a new hybrid model as soon as possible......
"Wang Chuanfu said a lot along the way, he ran around the country during this time, and Xiao Bai was also very busy, and the two have not had an in-depth discussion on these issues.Listening to Wang Chuanfu's words, Xiao Bai nodded frequently.Wang Chuanfu's business idea is very correct, that is, to use the automobile industry to drive the development of other related industries in order to pursue economies of scale.The industrial chain of automobile manufacturing is very long and has high technical content, which is a good foothold.However, with the development of the automobile industry to this day, first-mover countries such as Europe and the United States have long occupied the commanding heights of technology, and the technical barriers built by others are very perfect, and it is almost impossible to break out of the encirclement.The rise of new energy vehicles has just given BOD cars a chance to overtake in corners.Traditional fuel vehicles and new energy vehicles, from the appearance of almost no difference, but in essence, basically two things, the core of the technology is completely different.Therefore, Wang Chuanfu finally bet on new energy vehicles."
Mr.
Wang, BOD Group has its own advantages in three-electric control technology, battery technology, automotive chips, etc.Next, you have to maintain and expand this advantage, but the pace of development must be well controlled, too fast and too slow is not good!
”Aiming at the development of new energy vehicles, this is certainly no problem in the direction.Xiao Bai repeatedly reminded Wang Chuanfu that it was necessary to balance the relationship between short-term interests and long-term interests.The investment in the automobile industry is huge, and only by achieving a virtuous cycle of development can enterprises go further.However, he did not stop Wang Chuanfu's expansion plan.When Xiao Bai and Wang Chuanfu returned to the office together, the two continued to discuss some details, and finally decided to build a new energy vehicle production base in Yangcheng."
Dong Xiao, I'm afraid I will have to continue to raise funds on my side.The amount of financing this time is very large, about 30 billion yuan, what are your instructions?
”All of this will eventually be implemented into funds, and Wang Chuanfu needs to invest a lot of money in the near future, which cannot be solved by the company alone.Wang Chuanfu's opinion is that he wants to refinance from the secondary market."
Now the stock price of BOD Motors is okay, the stock price per share is about 70 yuan, right?
It is not impossible to refinance, but I think there can be a better way, such as issuing H shares in Xiangjiang......
"The road to the listing of BOD Automobile can be described as twists and turns, and the domestic listing has been repeatedly frustrated, and finally decided to list in Xiangjiang.Who knew that the peak and loop would turn around, and the domestic listing would take a turn for the better, and BOD Auto terminated its listing in Xiangjiang and landed on the A-share market.Xiao Bai now brings up the old matter again and mobilizes Wang Chuanfu to issue H shares in Xiangjiang."
Will there be difficulties?
I am indeed in urgent need of financial support now, and I am afraid that the time for the issuance of H shares in Heung Kong will be delayed for a long time. ”Wang Chuanfu has posted the accounts before, of course, it is the most suitable to go to Xiangjiang to issue H shares.But he couldn't take the time it would take, so he was a little hesitant."
If you refinance in the A-share market, such as an additional issuance, it may not be able to be completed quickly.In this way, let's go to Xiangjiang together on the weekend and discuss with Mr.
Lin to see how the specific operation will be better. ”Xiao Bai decided to go to Lin Jiadong first, if there is no major obstacle in the issuance of H shares, Xiangjiang will be the first choice for financing this time."
Okay, then decide.Xiao Dong, I still have something to do, so I'll go first, let's go to Mr.
Lin together on the weekend. ”Wang Chuanfu is a busy man, and after talking about business, he got up and left.Xiao Bai temporarily put aside the matter of BOD car financing, and continued to pay attention to the progress of Times IC Manufacturing Co., Ltd. and Times IC Manufacturing (Beijing) Company to expand production capacity.Afternoon.He called both Wei Jianjun and Wei Xiaolou, which is an important part of his recent work.When it was time to get off work, Xiao Bai was about to pack up and go home, when Zhou Siyi knocked on the door and walked in, blocking him in the office."
Dean Zhou, what's wrong?"
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Xiao Bai and Zhou Siyi sat down on the sofa together, and then he asked."
It's nothing important, I'm going to go to the magic capital tomorrow to discuss the cooperation of the 14N lithography machine project with Fan Dong."
Pudong Microelectronic Equipment Co., Ltd. has already started the pre-research of the 14N lithography machine project, and now Fan Donglin is ready to formally implement the project.Zhou Siyi came to Xiao Bai to talk about it.