Chapter 282 The battle between the government and the institute
TFT LCD panel technology only became fully mature in the fifth and sixth generations and could be mass-produced. In the seventh generation, the crystal picture tube The big-ass screen TVs, computer monitors, and STN screens have completely driven out of the mainstream high-end display screen industry.
It was also at that time that the era of smartphones arrived, and the combination with LCD panels became an invincible killer. Since then, mobile phones, computers, tablets, car displays, etc. have all begun to enter the market. It’s the LCD era!
So when Miao Xuguang said that Oriental Optoelectronics was going to start developing the first-generation TFT LCD panel, Li Dongling was not disappointed, or even surprised.
The companies of Nippon and Bangzi are lousy and notoriously unreliable. There are not many companies that have been cheated by them, and the domestic ones are not the only ones that have been cheated. , Siam, Malaysia and other countries, how many of them have been cheated by them?
If you really put all your hopes for Oriental Optoelectronics’ LCD panels on Nippon and Bangkok, you will definitely be ripped off in the end.
As for Oriental Optoelectronics’ self-developed TFT LCD panel, although there is a generation gap with Sharp and Samsung, as long as the generation gap is controlled within one or two generations, there is hope of catching up. The most terrifying thing is that even the other party’s taillights If you can't see it, it will make people feel desperate.
“Oriental Optoelectronics’ TFT LCD panel department will develop a new generation of panel technology at the same time as it builds a production line for the first generation of panels!”
“By the end of next year, we will develop a new generation of panel technology. The first-generation TFT LCD panel production line has been developed, starting the research and development of the second-generation LCD panel, and reserve the technology of the third-generation panel. The generation gap with LCD panel companies such as Sharp, Samsung, LG, and Hyundai cannot be widened and must be preserved. Opportunities to catch up with or even surpass their technology!
In addition, every time Oriental Optoelectronics develops a generation of LCD panel production line, it will occupy an absolute market!" Li Dongling explained to Miao Xuguang.
In the past life, how did BOE compete with companies like Sharp and Samsung? In the early stage, BOE’s technology was indeed not as good as Sharp and Samsung, but it worked steadily. Although it was one or two generations behind in technology and could not get high-end panel orders, but in the mid-to-low-end market, But they all got it!
Sharp, Samsung, and LG may not care about the low-end at first, and may even have given up on the mid-range panel market. After all, the profits are too low, and the investment in panel R&D is too large. They must be high-end with the highest profits. The screen, low-end and even mid-range panel market has been given over to BOE intentionally or unintentionally.
But when BOE completely occupied the mid- to low-end panels and impacted the high-end screen market, companies such as Samsung and Sharp felt a sense of crisis. However, in the mid-to-low-end panel market, BOE has an absolute advantage due to its cost and scale. Sharp and Samsung simply cannot grab the right to speak.
Samsung is proud of its counter-cyclical strategy, that is, it expands aggressively when the panel industry is in recession, engulfs its peers, and then dominates the entire market. However, it failed when it encountered BOE, because BOE’s move was so unfair. He is more familiar with Samsung and more courageous!
In the end, Sharp was forced to work hard to develop the high-end market. Although the profits of high-end screens are high, the mid- to low-end panel market has been taken away by BOE. They have no way out and can only grit their teeth and go all the way. Climb up, because the sixth man behind the butt is chasing too fiercely.
When the pace slowed down and BOE started to catch up, the game was over. First, Sharp was beaten to death and the brand was sold. After decades of hanging around in high-end screens, Samsung was also caught up.
Miao Xuguang couldn't help but breathed a sigh of relief when he heard this. Li Dongling's words were basically support for him and he agreed to the plan he proposed.
Wang Dongsheng sighed, "If we do this, then this war will become a war of attrition. The R&D funds and costs required by Dongfang Optoelectronics and BOE are too high. !”
Wang Dongsheng can imagine what will happen in the future when BOE joins hands with Oriental Optoelectronics to fight a price war with Sharp and Samsung in the screen industry. On the one hand, it needs to invest huge amounts of money in research and development, building a factory to produce screens, and finally production. The screen that comes out will also have to fight a price war, which makes him feel dizzy just thinking about it.
The key is that this screen war has no end in sight for Wang Dongsheng. Once involved in this arms race in the screen industry, he has no right to withdraw. If he wants to withdraw, there are only two ways, either The winner takes all, defeating all opponents and grabbing more than half of the global screen industry market!
If you can't win, there is only one other way. After being beaten down, declare bankruptcy and sell yourself, or be acquired by your archenemy. Apart from these two ways, there is no other way.
"In this world, if you want to be a winner, how can you easily get it? Oriental Optoelectronics must do it in the screen panel industry!"
Li Dongling said, anyway, the screen industry, Donglin High-tech is definitely going to do it. Screens and chips are no better than other industries. Other parts can be used for a while. In these two industries, if you don’t have them, you won’t have them. Once they are pinched by companies like Samsung and Qualcomm, , which can really have the bones and marrow ripped out, and the last drop of blood sucked out.
Without chips and screens, Tanglin Hi-Tech will be controlled by others no matter which industry it enters in the future. If Dongfang Optoelectronics cannot develop it, then Tanglin Hi-Tech will end up personally!
Wang Dongsheng just sighed. In his previous life, he was able to lead BOE and fight against the screen panel manufacturers of Nippon and Bangzi for so long in the face of adversity. If he were not a tough-minded person, he would have retreated long ago.
The situation of BOE in the previous life was much worse than now. Now BOE still has Dongfang Optoelectronics, and Tanglin Hi-Tech can provide them with a lot of orders and R&D funds. Life is much better than in the previous life.
“Huh!”
Clenched his fist and punched the desk. Wang Dongsheng said in a deep voice, “BOE is following!” Technical reserves, if you want to catch up with Sharp and Samsung’s LCD panel technology, it may take several years to have a chance!”
Even if you want to fight with the opponent, you can’t beat it! It can't be beaten, especially in technology. This gap cannot be solved by shouting a few words. There are no shortcuts in technology. The latecomers must complete the path traveled by the former before they can have a chance to catch up or even surpass the opponent.
When Miao Xuguang heard Wang Dongsheng's words, he was somewhat silent. He had no choice. Even if Dongfang Optoelectronics could poach people, it would be impossible to poach all the technical staff from Sharp, Samsung, LG, and Hyundai, and the core technology experts were even more powerful. It was strictly guarded by the opponent.
Even because of poaching, Sharp, Samsung, LG and other manufacturers have already filed multiple lawsuits with Oriental Optoelectronics. Just for the technicians poached, the scale of liquidated damages paid, and various The compensation from the lawsuit has already reached several hundred to tens of millions of dollars. An ordinary small company would have been unable to bear it for a long time. Now among the global panel companies, some even have begun to require technicians to sign non-compete agreements. , is explicitly prohibited from joining Dongfang Optoelectronics. In the future, it will definitely become more difficult for Dongfang Optoelectronics to poach people.
"God will help those who help themselves. As long as Dongfang Optoelectronics can do well on its own, I believe there will be a chance!"
Hearing Li Dongling's somewhat meaningful words, Wang Dongsheng couldn't help but feel a little excited. Confused, I don’t know what Li Dongling means.
Actually, Li Dongling is not too worried about whether Dongfang Optoelectronics can recruit people and obtain the latest LCD screen technology or even production lines.
By the year after next at the latest, Soros will be cutting leeks with Wall Street. By then, Japan Benzene and Bangzi will be in trouble. Li Dongling has no intention of snatching food from Wall Street and robbing banks and insurance companies such as Japan Benzene and Bangzi. , energy, securities, giant companies, etc., but moving a few LCD panel production lines from Samsung, Hyundai, and LG, pulling the technical experts of these panel companies from the rooftops, and inviting them to China, is not too much, right? !
At that time, Sharp, Samsung, LG, and Hyundai themselves will all be in danger and sell their properties everywhere to tide over the difficulties. Oriental Optoelectronics kindly saves them from the crisis and collects a little interest. It should be said that, after all, The U.S. dollar is not divided into camps. The U.S. dollar on Wall Street is the U.S. dollar. The U.S. dollar in the hands of Oriental Optoelectronics is not the same, right?
As for Oriental Optoelectronics now, it is definitely beneficial to develop the first-generation TFT panel production line by itself. At least it has the technical reserves. Even if it can buy a new production line in the future, if the personnel of Oriental Optoelectronics cannot learn from it, If so, wouldn't it be a joke?
In the future, Oriental Optoelectronics will have to rely on itself. The technology brought back from Nippon and Bangzi can only be a catalyst, allowing Oriental Optoelectronics to shorten the gap with Nippon and Bangzi panels, and both sides stand on the same page. At the starting line, you can cut their leeks once, but you cannot cut them all the time.
After the fifth generation LCD screen, the sixth generation, the seventh generation, the eighth generation, and even the transition to OLED screens and AMOLED, there will be no wool for Oriental Optoelectronics to collect, and they have to rely on themselves. Okay, I guess I can’t tell at that time, so I will switch to other manufacturers, follow Dongfang Optoelectronics, and cross the river by feeling for the stones...
Dongfang Optoelectronics did not promote it with much fanfare, but after Li Dongling arrived, Dongfang Optoelectronics' two major panel business departments, STN and TFT, started in full swing. Of these two departments, one is the present of Dongfang Optoelectronics, and the other is the future of Dongfang Optoelectronics. .
The entire Dongfang Optoelectronics became busy all of a sudden, and various manufacturers in the panel industry probably did not expect that today would be the beginning of the global panel war!
……
In Yanjing, there was another fierce dispute in the conference room of the Microsoft office building.
As the president of Microsoft Greater China, Du Jiabin angrily shouted at Walter, the chairman of Greater China in front of him, "You don't understand the mainland market at all. It's a disaster for Seattle to send you here." ! ”
"So, you are questioning the decision of President Bill Gates and the Microsoft Board of Directors?" Walter is dressed in a typical elite American professional manager's attire, and is full of office fighting skills. A person with a technical background like Du Jiabin, who plays tricks, How can you outperform an old fritter like him?
He directly diverted the trouble to the east, pulled the tiger's skin and pulled the flag, causing Du Jiabin to hold the next words in his belly.
Du Jiabin is a little helpless and aggrieved. Ever since he took office as the president of Microsoft Greater China, this kind of dispute has never stopped. In the final analysis, it is still Microsoft's "community dispute" in mainland China!
Microsoft in mainland China and Asia are collectively called the Greater China market, but in fact, there are two operating systems, one manages the mainland market, and the other manages Hong Kong City, Taiwan, Singapore, It has 12 branches in more than a dozen markets including Malaysia, managing more than 7,000 employees and 20,000 partners, large and small.
But there is a bug in this system. For example, Du Jiabin is nominally the president of Greater China. In fact, he can only manage the mainland market, while the overseas market is managed by Walter, the chairman of Greater China.
This involves the issue of wrangling, who is in charge of whom, and whether Walter is qualified to dictate Du Jiabin's mainland market. This is the core issue. In the future, the problem that has plagued Microsoft in the domestic market for more than ten years is this. The battle between Microsoft Mainland China and Microsoft Greater China will continue.
(End of this chapter)