Rebirth 99 to become a car giant

"Mr. Cao, the main market for our exported semiconductor components is Polar Bear. Whether it is various chips or memory, the Polar Bear market accounts for more than 40% of the market share."

"The rest are the Southeast Asian and European markets, which consume another 40% of our market share, and other markets occupy about 20% of the market in scattered pieces."

"The United States has joined several places to conduct anti-dumping investigations this time, which will not have a big impact on our chip exports."

Because of the anti-dumping investigation, Hu Yingang had the opportunity to personally report the situation of Yingang Trade to Cao Yang.

Zhang Jing from Nanshan Semiconductor naturally attended the report meeting.

"Isn't Europe also involved in the anti-dumping investigation?"

Cao Yang can fully understand that the Polar Bear market is not affected.

The relationship between the United States and the United States is now stiff.

Not to mention helping to block Nanshan Semiconductor, the more the United States suppresses Nanshan Semiconductor, the more support the Polar Bears may have.

"The semiconductor components we export to Europe are mainly high-end automotive-grade chips, which are already very valuable."

"These chips are imported because local manufacturers in Europe cannot produce them."

"If anti-dumping duties are imposed on these chips, they will still have to import them from us in the end, but the cost will be much higher."

"I don't think the Germans and French people will do such a thing."

"Even if they really do it, it will basically have no impact on us."

"After all, even if the cost of a car increases by hundreds of dollars, it may not be reflected in the selling price."

"Even if it is really reflected in the selling price, it may not affect the sales volume of the whole car."

After Hu Yingang explained this, Cao Yang roughly understood it.

If the chips exported to Europe are all high-end chips, then there is really no need to worry about it.

No matter what anti-dumping investigation is, it is often not aimed at high-end products.

When have you ever seen a country conduct an anti-dumping investigation on luxury goods?

Only when there is a large amount of full supply, everyone can produce, but you mess up my domestic industry with your price advantage will you be investigated.

This time, the United States and several other countries have hurriedly launched an anti-dumping investigation, which is more of a thunderbolt with little rain.

To a certain extent, it can be regarded as a precaution to avoid a sharp increase in the export sales of Nanshan Semiconductor.

"Mr. Cao, my view is similar to Mr. Hu. This anti-dumping investigation will have limited substantial damage to us."

"As long as our strength is strong enough, our opponents can only bark there helplessly."

"I am not a listed company, so I don't need to worry that these rumors will cause the stock price to fall."

Zhang Jing added his own opinion on the side.

Obviously, he is not worried about this anti-dumping investigation.

The development of China's semiconductor industry has reached today, and it is no longer possible for others to suppress it casually to cause great panic.

More than 90% of Nanshan Semiconductor's sales are done in China. Even if less than 10% of the export share disappears completely, it will not hurt the bones.

Moreover, from the current situation, the export share will not be affected too much.

"Yes, Nanshan Semiconductor has taken the lead in developing a 7-nanometer process chip, which is a representative of advanced technology in the industry."

"Maybe our export amount will be able to rise to a higher level in the next step."

Hu Yingang and Zhang Jing talked to each other, and it was obvious that they did not take this anti-dumping investigation too seriously.

"Since there is no need to worry about the impact of this anti-dumping investigation, the price of chips exported to Europe in the future, as long as other semiconductor manufacturers cannot produce them, will be increased by 30% starting next month."

"The reason is that due to the anti-dumping investigation, the company's production and operation have deteriorated, and the amortization costs of various equipment have increased, so the price has to increase."

As soon as Cao Yang said this, Hu Yingang and Zhang Jing were stunned.

Raising prices for customers in the European market at this time?

Such an operation would not make the other party angry to death?

"Mr. Cao, will this force the other party to switch our chips?"

Hu Yingang said a little worriedly.

After all, whether it is Infineon, NXP, or semiconductor companies such as Texas Instruments, they all produce a large number of automotive-grade chips.

People don't necessarily have to use Nanshan Semiconductor's products.

"Automotive-grade chip certification takes time, not to mention whether other manufacturers have similar chips available."

"Even if there are, according to the practices of car companies such as Volkswagen and BMW, it is impossible to complete the certification without a year or two."

"And the chip ordering cycle is generally about half a year. Before they are sure that there are alternative products to use, they dare not not order."

"And when they find alternative products, our new generation of high-performance smart cockpit chips and other products will be on the market again."

"Unless BMW does not want to use the most advanced chips in the industry, otherwise they can only purchase from us."

After Cao Yang said this, Zhang Jing and Hu Yingang could not help but nodded.

As long as Nanshan Semiconductor's products can always be ahead of the industry, then they can have a say.

Especially high-end car-grade chips in the fields of smart cockpits and autonomous driving, this is Nanshan Semiconductor’s advantage.

Other chip manufacturers, such as Intel, Samsung and TSMC, which are relatively advanced in technology, have either just begun to get involved in this field, or they have not developed this market at all. Even TSMC only does OEM work and will not take the initiative on its own. Go do it.

Therefore, it is very possible for Nanshan Semiconductor to continue to maintain its advantages in automotive-grade chips.

After all, it is already leading the industry, and it would not be surprising if it continues to lead.

"It's okay to give it a try and let those people know that our Nanshan Semiconductor is not that easy to handle."

Zhang Jing felt that what Cao Yang said made sense.

Obviously I am ahead in technology, why do I ask others to live in such a miserable state?

It also makes those customers feel frustrated.

Nanshan Semiconductor also wants to try to make Party B feel like Party A.

Therefore, even if the profits of high-end chips are already considerable now, it seems that it is not impossible to continue to increase prices.

Anyway, high-end products are never priced based on cost.

This is even more true for scarce products.

Nanshan Semiconductor already has internal countermeasures and will implement them soon.

But some other companies didn't know the situation and thought Nanshan Semiconductor was going to be in trouble this time.

"Mr. Wang, this time Nanshan Semiconductor has been targeted again. It is estimated that their sales will be greatly affected in the future."

After Yang Bingning saw the news about Nanshan Semiconductor being suppressed, although he couldn't talk about applauding and celebrating, he was still in a good mood.

SMIC used to be the leader in China's semiconductor industry, but now this position has been taken away by Nanshan Semiconductor.

Therefore, it is naturally impossible for him to have any favorable impression of Nanshan Semiconductor.

Of course, with Nanshan Semiconductor's ascendant status, he did not dare to show his disgust outside.

Even some equipment for new factories has begun to be purchased from Nanshan Equipment.

"Didn't they just announce that they are going to build four new factories?"

"This anti-dumping investigation should have an impact on Nanshan Semiconductor's sales. Is it possible to adjust the construction plan in the future?"

SMIC certainly does not want Nanshan Semiconductor's production to increase so quickly.

Regardless of whether there is direct competition or not, the increase in production capacity of the entire semiconductor industry will definitely not be beneficial to SMIC.

After all, these will affect the supply and demand relationship of chips.

"I haven't heard any news about this yet, but it should have some impact more or less."

Yang Bingning really hopes that Nanshan Semiconductor's sales will be greatly affected, but he doesn't dare to say anything without getting specific information.

"Nanshan Semiconductor was founded even later than us, but it broke through the 7-nanometer chip technology so quickly, and we haven't even put into production a 28-nanometer chip factory yet."

"Is there any way you can improve our chip process technology to 14 nanometers?"

Jumping directly to the 7-nanometer process, Wang Anguo did not dare to think that way.

However, he feels that it is possible to evolve to the industry's mainstream 14-nanometer process technology with hard work.

Of course, the methods of this effort can be diverse.

Whether it's poaching people or stealing technology, as long as it can be done.

Wang Anguo doesn't particularly care about the process.

"Nanshan Semiconductor's employee treatment is first-rate in the industry. Many domestic technicians are proud to go to Nanshan Semiconductor."

"And you can have access to the most advanced technologies in the industry there. If we want to recruit people on a large scale, it will probably be difficult."

"And the relevant technical personnel are likely to have signed non-competition agreements. Even if the other party wants to come over, they will have some concerns."

"But it's not impossible to find a way to get some of the technical information."

"On this basis, if we continue to study the 14-nanometer process, the difficulty will be lower."

Yang Bingning didn't dare to boast about Haikou easily.

If you agree to this, but then fail to do so, it will be embarrassing.

After all, the attractiveness of SMIC is definitely not as high as that of Nanshan Semiconductor.

“Hasn’t our current factory begun to purchase equipment from Nanshan and other domestic manufacturers?”

"Is it possible that by directly purchasing their equipment, we will have the production technology for 14nm process chips?"

Wang Anguo once again mentioned an idea.

In a chip factory, equipment is definitely very important.

This is the premise of everything.

“Direct purchase of equipment can only give us the conditions to master the 14nm process technology, but the parameter setting and adjustment of various equipment require our own accumulation. The other party will not tell us, and even the equipment manufacturers themselves will not tell us. Not sure which parameter is the most appropriate."

When Yang Bingning said this, Wang Anguo couldn't help showing a disappointed expression.

He very much hopes that SMIC can keep up with the pace of industry development.

But now it seems to be being pulled further and further away.

…

"Ai Moha, the price of the smart cockpit chips purchased from Nanshan Semiconductor at the headquarters has increased. The original price was quite high, and now it has increased by 30%."

"Now the headquarters asks us to investigate and find out what's going on. Is there another conflict between the Huaxia Branch and Nanshan Automobile Group?"

Phillips drank coffee while telling Aimoha to work.

The Huaxia branch also uses Nanshan Semiconductor's smart cockpit chips. He confirmed that there was no price increase.

So the pressure is not on him now.

Now he is just helping to clarify the situation.

"We have a good relationship with Nanshan Automobile Group. There is no conflict."

Aimoha has been personally watching the relevant cooperation with Nanshan Automobile Group in the past two years.

After all, in Huaxia, you should not offend Nanshan Automobile Group, otherwise you will definitely be very sad.

Aimoha has completely figured this out.

"Why did Nanshan Semiconductor's chips increase in price?"

"I haven't heard that they have any special problems."

"By the way, the headquarters said that the explanation given by the chip traders is that Nanshan Semiconductor has increased in price because of the anti-dumping investigation."

"But I think there seems to be no connection between these two things."

Phillips felt that this matter was completely incomprehensible.

It was weird, and he didn't know what the specific situation was.

"I think this anti-dumping investigation is quite strange."

"Most of Nanshan Semiconductor's output is consumed in China."

"Those international consumer electronics giants and automobile giants don't use their chips much."

"Even the chips we purchase ourselves are not many, at least compared with the overall production capacity of Nanshan Semiconductor, it's nothing."

Although Phillips is German, he can't understand why Europe and the United States have launched an anti-dumping investigation on Nanshan Semiconductor's chips.

Although the investigation has just begun, the final result has not come out.

But this matter is disgusting.

He just thinks that this matter may not actually cause any trouble to Nanshan Semiconductor.

"Phillips, do you think it is possible that this is Nanshan Semiconductor's retaliation for this anti-dumping investigation?"

"The anti-dumping investigation itself is intended to impose anti-dumping duties. Now they simply raise prices first to tell others that they are not afraid of price increases."

Amoha feels that things related to Nanshan companies cannot be speculated by common sense.

If a general Chinese enterprise encounters an anti-dumping investigation, they will try to solve it. The tougher ones will try to sue.

But they completely ignored it and raised the price of their parts. It seems to be a sign of weakness, saying that I will not dump, but I will raise the price.

But in fact, it means that even if I raise the price, it will not affect my sales.

Even when you can't do without me, I will raise the price first and make money.

Anyway, no matter which possibility it is, it is definitely not Nanshan Semiconductor admitting defeat.

"You find a chance to communicate with Nanshan Semiconductor and see how the other party explains it."

"Since the headquarters has asked, we have to respond to it."

Phillips didn't want to spend too much energy on this matter, so he directly assigned the work to Amoha.

And Amoha obviously just dealt with it, and replied to a casual question.

He didn't even want to ask, and replied with a reason.

…

“Ayang, uncle asked me yesterday if I need help from the relevant departments for the anti-dumping investigation of semiconductors?”

Although Cao Yang is very busy every day, he usually goes home for dinner unless there is something particularly important.

The anti-dumping investigation of Nanshan Semiconductor has caused a lot of buzz on the Internet, and naturally many people are concerned about Cao Yang’s reaction.

As the pillar of China’s semiconductor industry, the relevant departments are naturally worried about the impact of this investigation on the development of Nanshan Semiconductor.

“Not for the time being, not to mention that they are just saying that they want to investigate us, and the results of the investigation have not been announced yet.”

“Even if they really accuse us of dumping, it doesn’t matter.”

“Anyway, those countries won’t buy our ordinary chips.”

“As for high-end chips, if they can find substitutes, they will naturally not buy from us; if they can’t find them, they have to buy them.”

“And we have to consider whether to sell them to them.”

After Cao Yang said this, Fang Sisi breathed a sigh of relief.

It seems that the impact of this incident on Nanshan Semiconductor is very limited, that’s good.

She was really a little worried about what would happen to the development of Nanshan Semiconductor.

After all, this is the hope for China's chip industry to catch up with and surpass the international level.

If we rely on other manufacturers, we can only eat dust behind others.

"The United States is now starting to pull its allies to suppress us. Although the effect this time is very limited, this sign is not very good."

Fang Sisi is in charge of Weibo and is more familiar with the changes in public opinion.

She is also relatively clear about the survival environment of Nanshan companies in the international arena.

Overall, the situation is definitely not so optimistic.

Of course, she is not sure when it will really get worse.

"It's normal. Throughout history, no boss can tolerate the threat of the second."

"Look at the First and Second World Wars, they are essentially in line with this law."

"So the United States will continue to suppress enterprises in the Nanshan Group and China in the future. This is inevitable."

“In the past, it was our Nanshan Group’s companies that were at the crosshairs. It is estimated that more companies will be suppressed in the future.”

We are about to enter 2015, and some things will slowly become clear soon.

So Cao Yang felt that it didn't matter if he said it.

This also shows that I have a good vision and a long-term perspective.

"If this is the case, it is estimated that the entire international trade situation will undergo very big changes in the future."

"Perhaps our Nanshan Automobile Group's vehicle exports and Honor Technology's product exports will be relatively affected."

Fang Sisi frowned and said a little worriedly.

Although the United States has never been able to completely suppress Nanshan Group companies in the past, if its methods continue to be upgraded in the future, the situation may slowly change.

This is what she doesn't want to see.

"It's not surprising, sooner or later some changes will happen and we will be affected."

"However, we have made great efforts to develop the domestic market, and some products have always been competitive internationally."

"So even if it is affected, it will definitely be within the tolerable range."

"The United States wants to knock us down, but that is impossible."

In this regard, Cao Yang is still very confident.

And when the time comes, China will definitely not just be suppressed blindly without any countermeasures.

Cao Yang has attached so much importance to the development of military products from Daystar Technology in recent years, isn't it just to deal with some future situations?

Only when the strength of China as a whole improves can the global position of Nanshan Group enterprises be stabilized.

Otherwise, you are just a big piece of fat, and anyone can come up and bully you.

…

All kinds of suppression methods were used, but the result was that people seemed not to care at all.

Regarding this situation, Samsung is definitely the most injured.

Over the years, Samsung’s investment in the semiconductor industry has definitely been huge.

Originally, I had already tried a lot of sweetness, but I didn't expect that the situation would change so quickly.

On the one hand, many manufacturers in China now do not go to Samsung to buy chips, but instead go to Nanshan Semiconductor.

On the other hand, the sales of Samsung’s own mobile phones, computers and other products. Now there is a decline, which means that the number of semiconductor components consumed has also dropped significantly.

Under the dual impact, Samsung's semiconductor component sales have dropped by almost 40% compared to its peak.

The key is that this trend has not stopped yet, and the situation may become even more difficult in a few years.

In this case, Samsung definitely hates Nanshan Semiconductor.

"President, I think there is only one way to completely suppress Nanshan Semiconductor."

"That is to stay ahead in chip technology, and then keep the chip cost lower than Nanshan Semiconductor."

"Only this kind of upright plan can truly achieve greater results."

Li Zailin knew that what he said was unpleasant.

But he still had to say it.

Otherwise, the headquarters would always force the Chinese branch to find ways to deal with Nanshan Semiconductor.

If this thing is so easy to succeed, why does the headquarters need to keep pushing?

Li Zailin himself took action early.

"It's easy for you to say, but it's not that easy to do it."

Li Zailin's face darkened.

He also wanted to defeat all his competitors in an upright manner.

But things are not that simple.

All good things have happened to you. Do you really think you have great luck?

"I think the one that is most likely to be held back now is ASML, as long as core equipment such as lithography machines can keep up."

"We can also quickly break through the 7-nanometer process, and even further break through the 3-nanometer process."

"It will not be so easy for Nanshan Semiconductor to overtake us."

Li Zailin is now frantically shifting the pressure to research and development and equipment manufacturers.

Otherwise, it will all stay with him.

"I will arrange for someone to communicate with ASML again. At that time, we will also support a group of technical personnel to go there and strive to achieve new breakthroughs in the lithography machine as soon as possible."

Although the plan Li Zailin mentioned was not necessarily a good one, in the absence of a better choice, Li Zairong had no choice but to give it a try.