Chapter 280: One White Covers All Ugly
After BOE started cooperating with Donglin Hi-Tech, Donglin Hi-Tech’s products related to screens, basically all the orders were handed over to Dongfang Optoelectronics.
However, Dongfang Optoelectronics mainly focuses on R&D technology and does not have many production lines. Most of the orders are actually subcontracted to BOE. As a link in the Tanglin Hi-Tech parts industry chain, It’s hard to imagine BOE’s revenue not going off the charts.
When mentioning this, Wang Dongsheng couldn't help but smile on his face, "Thanks to the support of Dongling Hi-Tech, BOE's performance this year is considered to be pretty good!"
See Looking at Wang Dongsheng's look, Li Dongling knew that Wang Dongsheng was probably being humble, and BOE's performance might have more than doubled.
"If the LCD panel production line can be successfully developed this time, BOE will issue B shares on the Shenzhen Stock Exchange to raise funds for BOE's LCD panel business!"
Wang Dongsheng has obviously already planned the next step. , after Li Dongling heard this, he looked at the leek-cutting king with a strange look next to him.
Among the domestic listed companies, there are many small experts who are cutting leeks and burning money. But if we want to say that the ones that burn the most money, then BOE must be on the list.
Twenty years after listing, dividends have been less than 10 billion, and financing and stock issuance have exceeded 100 billion. This is just the subsidies and investments received from other places in the stock market. Add up to the scale. Definitely more than the money received from financing
BOE can develop and compete with Sharp, absolutely without the support of big A investors, but without BOE, domestic LCD TVs, LCD computer screens, and mobile phone screens , MP3 screens and other LCD screens, if you want to use products with cabbage prices, just dream. What is right and wrong can only be evaluated by future generations.
Take a look at the prices of LCD and plasma TVs currently being developed by Sharp and Panasonic. The price of a plasma TV exceeds 80,000 yuan, which is equivalent to half a house in Yanjing!
Sharp's LCD TV is a little cheaper, but only a little. The price is more than 20,000 yuan. As for those who complain about the technical level of BOE and domestic panel manufacturers, they cannot speak out of conscience. BOE is possible I'm sorry for A-share investors, but it's definitely for domestic consumers.
Using one-third or even one-fifth of the price of Sharp and Panasonic panels, you can buy about 80% or 90% of their performance products. What kind of bicycle do you want? Let’s put aside the price at this time. Isn't that a hooligan? Why can't we ask Sharp and Panasonic to supply domestic LCD panels at cabbage prices to see if the other party will have a duel between samurai?
Of course, it is not very accurate to say that Lao Wang uses BOE to cut the leeks of domestic investors. What the hell, he also cuts the leeks of foreign investors, and the first ones to cut are foreign ones. He cut the leeks when they couldn't be cut anymore. No, he asked for help from domestic investors.
BOE’s first listed B shares were issued on the Shenzhen Stock Exchange. What are B shares? They are stocks that can only be purchased with foreign exchange such as Hong Kong dollars and US dollars. To put it bluntly, they allow overseas investors to come. Buy BOE’s B shares.
As for whether those overseas institutions that first invested in BOE made any money, only the devil knows. Anyway, BOE has been crying about poverty every day for decades and has never had a day of prosperity!
Wang Dongsheng saw Li Dongling's strange look and couldn't help but touch his body. He didn't know why Li Dongling had such a look.
Entering Dongfang Optoelectronics, they did not immediately enter the TFT LCD panel laboratory. Instead, Li Dongling and Wang Dongsheng came to another laboratory.
Putting on the dustproof clothes again, he walked into the constant temperature laboratory. Here, Wang Dongsheng was obviously more familiar with the road than Li Dongling. To be honest, he came here more times than Li Dongling came here, so It's much more.
“Director Li, Director Wang!”
As soon as they entered, Tang Qinliang, the director of the STN panel laboratory, immediately walked up and called to Li Dongling and the two of them.
Li Dongling has taken up a temporary position as a director at Oriental Optoelectronics, but in fact, Dongfang Optoelectronics is jointly managed by Wang Dongsheng, professional managers and technical experts in the panel industry, while Li Dongling is mainly responsible for finance.
Wang Dongsheng and Tang Qinliang are both insiders, and they must have much more experience in the panel industry than Li Dongling. Li Dongling has always believed that it is absolutely a disaster for outsiders to manage insiders.
However, although Li Dongling is not very good at panel technology, he is clear about the direction of future panel research and development. After all, there will only be two or three players left in later generations of panels, including Mainland China, Bangzi and Samsung. In Baodao, there is also a badly disabled Nippon Sharp, and most of the other American and European panel manufacturers have been sucked to death.
“This STN panel laboratory is one of the top STN laboratories in China, and there are many abroad. Currently, there is an experimental STN panel production line in the Oriental Optoelectronics Production Center. , most of the screens currently supplied to PHS mobile phones and Shenzhou digital cordless phones are manufactured by BOE’s STN production line! ”
Tang Qinliang told Li Dongling, the major shareholder who holds 65% of Dongfang Optoelectronics, about the status of Dongfang Optoelectronics' STN panels.
Li Dongling could hear Tang Qinliang's serious expression from his words. After thinking about it, he understood what was going on. He must have known that Oriental Optoelectronics was going to launch a TFT LCD panel project, but as a giant in the STN panel industry, Tang Qinliang, who had been in the industry for more than ten years, how could he be willing to be replaced by others.
Tang Qinliang is indeed a little unwilling. To be honest, Tang Qinliang has had the best life in these years since he joined Oriental Optoelectronics. This refers to his career. Oriental Optoelectronics’ The salary package is the same as that of Dongling Hi-Tech, and much higher than that of domestic LCD panel companies such as Huaqing, which also makes STN panels.
In addition to salary, Dongfang Optoelectronics’ R&D funds are much more abundant. Both Li Dongling and Wang Dongsheng spent a lot of R&D funds on Dongfang Optoelectronics. To be honest, after entering the domestic panel industry, , Tang Qinliang has never fought such a rich battle!
But now, just a few days after the good times, the STN panel, which has been popular for less than ten years, has been stolen by the TFT LCD panel. How could Tang Qinliang be willing to accept it?
“Director Li, STN panels are by no means obsolete. Even if TFT LCD panels can be mass-produced one day, it will take at least five or six years, or even more than ten years, to mature. , can the cost of LCD panels be reduced!
During this period, it belongs to the STN panel market. As long as an STN color screen can be developed, I think there is a chance! ”
Li Dongling is here! Tang Qinliang knew that he had to seize the opportunity and persuade Li Dongling. Otherwise, once the STN panel became a department that his grandma did not love and his uncle did not love within Dongfang Optoelectronics, his hard work would be ruined.
When Li Dongling heard Tang Qinliang's words, he did not immediately agree or reject it, but asked him, "STN's color screen project has been launched and research and development has begun?!"
In fact, STN and TFT both belong to the ranks of LCD liquid crystal panels, but the technologies are different. In addition to these two technologies, there are also several technologies such as TFD, UFB, OLED, AMOLED, GF, and CG. Nowadays, there is a rush to develop FTF LCD panels because Japanese benzene manufacturers are playing with it.
In the global LCD panel industry, Japan and Sharp are the leaders in the industry. Whatever direction it researches, other companies will follow its research and development. Of course, they may not follow. Then the cost of trial and error is too high. Following Sharp, Maybe we can still catch the leaks. Sharp will be the first to deal with any thunderstorms we encounter. Although latecomers will be suppressed by Sharp with patents and technology, the risk is indeed much smaller.
Nowadays, PHS mobile phones use STN screens developed by Oriental Optoelectronics and OEMed by BOE. Just now, Li Dongling said that BOE’s revenue is high, and that’s what he said. The orders from PHS will definitely make BOE full. All over.
In the past so many years, BOE was just doing OEM work for Panasonic and just drinking soup. Now with Tanglin Hi-Tech, what we are really eating is meat!
The STN screen on PHS is a black and white screen. Not only PHS, but also the world has not yet seen the first color screen mobile phone. Donglin High-Tech is moving in this direction. The next generation should carry the Shenzhou banner. When a mobile phone appears, it must have a color screen!
The advantages and disadvantages of STN screens are obvious. The advantage is that the technology is relatively mature, the cost is low, the price is naturally cheap, and the power consumption is small and energy-saving. However, the disadvantages are equally obvious. Slow response, screen freezes, and screen distortion are common. In addition, brightness, clarity The degree is also hard to describe.
This is just the era of black and white screens. As the saying goes, one white can cover up all ugliness. The same applies to mobile phones. When it comes to black and white screens, there are no pixel and chroma problems and you can’t see anything. But with STN color screens, Times, if you compare the TFT panel screen, you can almost spot the difference at a glance.
But regardless of the shortcomings or advantages, they will all be compared in the future. As for now, some screens are good for use. What kind of bicycle do you dare to choose? If Oriental Optoelectronics does not develop STN screens, then it will have to start from Japan. When the time comes to purchase benzene, the amount of money spent will not be this amount, it will really dare to open your mouth.
Anyway, the old foreign routine is that when domestic production cannot be produced, they are all high-tech products and must be sold at a high price. When domestic production is produced, they will become cabbage prices in an instant. This has always been the case. Never changed.
“It is currently under research and development. I believe that Oriental Optoelectronics’ STN color screen project is not much worse than the STN color screen research and development speed of overseas companies, or even ahead!”
After hearing what Li Dongling said, Tang Qinliang cheered up and said that he needed the support of Li Dongling, the major shareholder of Dongfang Optoelectronics.
Looking at Tang Qinliang, Li Dongling said, "Oriental Optoelectronics will not stop the research and development of the STN panel project, and will even increase investment. I hope that in the future, Shenzhou mobile phones will have the world's first STN panel developed by Oriental Optoelectronics. An STN mobile phone color screen!”
Hearing these words, which seemed like a great responsibility from heaven, Tang Qinliang shuddered, and his heart suddenly felt that he would be responsible for developing STN panels in the future. , the feeling falling on his shoulders.
(End of this chapter)