My Age of Investment

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"Mr. Li, I will just open the skylight and speak frankly. The other side has made such a big move in the panel industry this time. It can be said that Xiangzhuang is dancing with his sword, aiming at Peigong!"

In Hsinchu, known as Yizhou's Silicon Valley, in a private club, Guo Taimin looked at a middle-aged man in his fifties sitting opposite with piercing eyes.

This middle-aged man is slightly younger than Guo Taimin, but in Yizhou's LCD panel industry, his prestige is even higher than that of Guo Taimin.

Because he is the real cornerstone of Yizhou LCD panel industry. Daqi Optoelectronics, which he co-founded, was founded in 1996. After successively acquiring Lianyou, Guanghui and other manufacturers, it was renamed AU Optronics, and then quickly took over Yizhou Panel. Brother Yi is ranked third in the world, second only to LG and Samsung, and his market share exceeds that of his former learning partner, Japan.

Innolux, a subsidiary of Futukang, is a younger brother to AUO.

In addition, the predecessor of AU Optronics, Dacer Optoelectronics, you can tell just by listening to the name that it is inextricably related to Acer, a well-known PC manufacturer in Yizhou.

To be more precise, Daqi Optoelectronics was originally a subsidiary hatched by Acer.

Li Kunyao, founder and chairman of Daqi Optoelectronics, Shi Chongtang, chairman of ASUS, Lin Xianming, chairman of Wistron, and Wang Zhentang, who took over the reins of Acer, are collectively known as the four disciples of Acer founder Shi Zhenrong, and together they supported Yi half of the state’s technology industry.

Therefore, when Guo Taimin asked him to meet, Li Kunyao, chairman of AU Optronics, did not rush to curry favor with Guo Taimin because of his status as a foundry king and the richest man in Yizhou, but he also did not look down on him too much and generally treated him as an equal.

Li Kunyao slowly picked up the tea on the table and took a sip, then slowly said: "Mr. Guo, you asked me to meet here today just to talk about this matter?"

Guo Taimin said with a smile: "You are the leader of our Yizhou panel industry. Such a big thing has happened, so naturally I want to ask for your opinion."

Seeing that Guo Taimin didn't show anything in front of him, Li Kunyao's originally business-like face finally showed a smile.

"I don't dare to be the leader, but as long as it involves the core business interests of our Yizhou panel industry, I will never stand idly by."

Guo Taimin smiled and said, "You are right, this matter has already affected the survival of our Yizhou panel company.

I guess it may be that what happened some time ago has completely angered them, and they won't let it go until we are killed. "

"Kill him to death?"

There was a trace of ridicule on the corner of Li Kunyao's mouth, "You've only had enough food for a few days, and you're already brazenly saying that you're going to kill someone."

Having said that, Li Kunyao is still wary of BOE's recent series of investments, otherwise he would not have come to meet Guo Taimin.

Guo Taimin laughed loudly, "Mr. Li, you are right. If we hadn't given them a bowl of rice, those farmers would still be digging in the fields."

Li Kunyao spread his hands and said, "There is no way, some people are just like this, ungrateful."

Guo Taimin echoed a few words and suddenly said: "BOE doesn't have much capital, but there are people who have capital!"

"You mean...Xia Jingxing?"

Guo Taimin nodded slightly, his face became a little more serious, and said: "Yes, Vision Capital has played an extremely important role in the four panel production lines recently announced by BOE, as well as the two production lines that have been put into production before. It is a conservative estimate. , they have invested no less than US$5 billion in these projects and BOE."

Li Kunyao frowned slightly, "Where did he get so much money?"

"Maybe you made it on Wall Street, right? Or maybe you made it from Li Huangtai, who knows."

When talking about Li Huangtai, Guo Taimin was full of disdain.

His grievances with Li Huangtai are actually not a secret on both sides of the Taiwan Strait.

A few years ago, before his father-in-law Lin Baixin passed away, he had a wish. He hoped that the new business leader Li Huangtai would carry his coffin and enjoy the treatment that Bao Yugang once enjoyed.

Today you carry me, and tomorrow he will carry you. People with colorful coffins carry people, and rich and powerful people just carry them out like this.

Moreover, Lin and Li are both fellows from Chaoshan and Hong Kong rich people. Generally speaking, such a request will not be rejected. After all, it is not like carrying a coffin up the mountain like in the countryside. It is just a formality to touch the coffin.

As a result, Li Huangtai didn't know whether he disliked the reputation of Lin Baixin's son Lin Jianyue, or felt that the status of the Lin family had declined at that time. He refused to carry the coffin and did not even attend the funeral.

Because of this incident, Li Huangtai was completely hated by Guo Taimin.

Everyone's destiny has changed because of marriage. They started a family by relying on their father-in-law. Why are you, Li Huangtai, dragging you?

At that time, Li Huangtai was the richest man in the place, and he was also crowned the richest man in Yizhou. He considered his status to be not much worse than Li Huangtai.

At the same time, Guo Taimin also felt that the industry he was engaged in had some technological content and was somehow more noble than the real estate industry. As a result, Li Huangtai did not look at the face of the monk or the face of the Buddha, and trampled his face to the ground.

Because of this incident, the gap between the two was forged.

"We can't just sit back and watch BOE continue to grow. We should take some actions to curb their development momentum." Li Kunyao suddenly said.

Guo Taimin nodded, "That's exactly what I mean! I think we should open more factories and let everyone compete freely in a market-oriented environment!"

In this way, even if someone wants to cause trouble secretly, they have to consider whether "what they said in the first place still counts."

If they dare to chill our hearts, at worst I will open factories to Vietnam and India and not give them food to eat. "

"This is a good move, it goes straight into the enemy's heart!"

Li Kunyao smiled and said: "Even if BOE's newly built production lines are put into production one after another, we have the same labor costs as them, and we are not afraid of having a life-and-death panel war with them."

Guo Taimin smiled lightly, "However, although this method is good, it also has some limitations."

Li Kunyao understood instantly and replied: "This is simple! Let's unite the entire industry to find those talk show actors. Now that everyone has begun to build 8.5-generation lines, we still have a damn industrial advantage, so we are afraid of technology leaks.

If we don’t move the panel factory there as soon as possible, it will be a cruel doomsday for BOE to wield its price-killing knife and the fate of the entire Yizhou panel industry.

Think about how Samsung and LG pushed Japanese LCD panel manufacturers off the altar. They did it by being more ruthless than the Japanese and by enduring losses for seven or eight consecutive years.

When it comes to semiconductors, Chinese people are even more ruthless and can endure losses for more than ten or twenty years.

If you say this great Chinese, he really has the tenacity to refuse to admit defeat, even if you don't accept it. "

Guo Taimin chuckled, "Let's not talk about us for now, how do you think the Chinese people will react when they see BOE's big move?

If they sit back and do nothing, then the days of sitting and counting money together will be completely over. Will they be willing? "

Li Kun rolled his eyes and said: "Samsung and LG are different from us. They have big businesses, including not only the panel industry, but also mobile phones, chips and other industries.

Xia Jingxing invested in the LCD panel industry with such great fanfare. If I were a native of the country, he would not be able to bear the burden this time. "

Guo Taimin laughed at this, "Why do you let him walk around without food? Is it because the chip supply is cut off or because he stops using the Android system?"

Li Kunyao smiled. He knew from this tone that Guo Taimin still wanted to continue doing business with Fuxing Mobile.

That's right, with OEM orders for tens of millions of mobile phones a year, who would give up so easily?

"Hey, Mr. Guo, I heard that your cousin-in-law is in a lawsuit with Huaxin International. That company seems to have been acquired by Xia Jingxing, right?"

Guo Taimin glanced at Li Kunyao, not understanding what he wanted to say.

"I don't mean anything else by saying this. I just feel that Xia Jingxing is too troublesome. Not only has he offended well-known entrepreneurs from both sides of the Taiwan Strait, but he has even enemies in Japan, South Korea, Europe and the United States. He can be called the enemy of the whole world. !”

Li Kunyao chuckled. He was happy to see his opponent be so arrogant. Otherwise, the opponent would put all their energy into competition in the panel industry, and the pressure would not be great.

Guo Taimin sneered again and again, "Although the country is big, if it is warlike, it will perish! Xia Jingxing thought he had defeated Li Huangtai, so he completely ignored the heroes of the world. He expanded crazily and made enemies all over the world!

Let's just wait and see the good show. Even if he is strong now, he will be in trouble one day in the future. "

"Haha, okay, I listen to you, let's sit and watch the show."

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