Reinventing the Millennium

There is an undercurrent in the domestic television industry.

As of the last day of April, BOE, which has independently built China's first 5th generation TFT-LCD production line, has joined hands with six well-known brand TV alliances and four cities to negotiate projects.

Tianjin, Shencheng, Luzhou, Lin'an.

Coincidentally, after Tianjin and Shanghai welcomed Samsung and Luzhou welcomed Sharp, Lin'an, which BOE had just contacted, also welcomed LG's team.

Samsung, Sharp, and LG are the top three in the LCD camp.

For a time, despite facing the siege, BOE's head Wang Dongsheng was still a little flattered.

Ya pays too much attention to it!

In addition to the Japanese and Korean competitors who control the upstream links of the production chain, Wang Dongsheng cannot help but feel that there may also be some problems with internal partners, considering Samsung's lower purchase price and the speed of contact with Sharp and LG.

The contact with Luzhou has been kept relatively confidential, Sharp arrived very quickly, and finally there was news about LG in Lin'an the next day... The formed TV alliance does not seem to be reliable either.

Wang Dongsheng knew that they were at the upstream and downstream of the production chain, so they naturally had different interests to consider, and he could understand some small actions.

If you were a TV manufacturer, if the procurement cost of a TV's core components were reduced by 6%, this would already be an important bargaining chip worthy of careful consideration.

If you think about it more, if other domestic manufacturers still purchase at the original price, then you will have more profit margins to squeeze the market with price. Since this year, LCD TVs have been showing signs of reappearing in price wars.

Therefore, when Wang Dongsheng held another meeting with six TV manufacturers in Lin'an to discuss the situation, he felt powerless and desperate at the scene where everyone was talking about their own affairs, and the idea came to his mind that "it is better to just go it alone."

Wang Dongsheng was holding back a ball of fire in his heart, and he had the rare opportunity to express his feelings during the phone call with Mr. Fang, especially since he had just arrived in Lin'an, and LG had also followed him. .

"Mr. Fang, what do you mean by this? I can understand the petty actions of some manufacturers. In the final analysis, BOE is the supplier. If you don't use BOE, you can switch to Samsung or Sharp. If they are cheaper, it will be better to use."

"But how can anything happen in this situation?"

"Our fifth-generation line is going to lose money. I am doing everything possible to raise money despite the pressure. I can understand and forgive some people for considering their own interests, but there is really no need to continue to cooperate."

However, Fang Zhuo on the phone gave a decisive answer.

"It's understandable, I will never forgive, and we will continue to cooperate."

"Mr. Wang, before we fall apart in the end, our main contradiction is to make every effort to get the production line up. First, we must firmly grasp this point. Others can be brought to the same front using different methods."

Wang Dongsheng was silent for a moment and then made a request: "Mr. Fang, I think it is necessary for you to come back."

Fang Zhuo replied: "I still have things to do in Houston."

"There are great differences among domestic TV manufacturers. It seems that Mr. Ni, well, Mr. Ni can't let the TV alliance go in a direction that is conducive to cooperation." Wang Dongsheng said helplessly, "The priority of this matter should be higher, otherwise , Mr. Fang, by the time you come back when you have time, I’m afraid there won’t be any TV alliance anymore.”

"I still want to watch football in Houston." Fang Zhuo said seriously.

Wang Dongsheng: "Huh?"

“Just kidding, Sony’s Stringer is still in my big villa. Yesterday, I met Japanese entrepreneur Yotaro Kobayashi. Maybe soon, you will not only see Samsung, LG, and Sharp in China, but also It's Panasonic's people." Fang Zhuo reported the latest work progress, "The TV alliance won't collapse within a week, right? I believe that even if they make some small moves, they won't just break up like this."

Wang Dongsheng asked: "What if it disappears within a week?"

"Then I'll invest money for you." Fang Zhuo said cheerfully.

Wang Dongsheng began to consider whether he should dismantle the TV alliance.

"Tomorrow, a small team from Morningstar Semiconductor will come to Lin'an. The TV chips they designed are pretty good to use, and they will also promote them this time." Fang Zhuo added.

Wang Dongsheng was hesitant to speak, but in the end he didn't say anything. Regarding the chip, someone else said it jokingly at the meeting.

However, no matter what, after this phone call, Wang Dongsheng's confidence returned a lot. Not to mention the progress of the work, Mr. Fang's words about investing money sounded solid.

He is always the richest man, how can the richest man not have the money to protect him?

…

Panasonic is coming to China.

The top player in the plasma camp is coming to China to discuss cooperation matters.

This was the first news Samsung got.

Samsung Electronics President Lee Ji-tae, who was in charge of China business this time, was a little surprised, but he quickly understood the intentions of BOE and the China TV Manufacturers Alliance.

It's nothing more than threatening liquid crystal with plasma.

How is this possible?

Samsung’s team in Shanghai held a small meeting.

After briefly describing the situation, Li Ji-tae commented: "This must be Fang Zhuo's handiwork, but it would be too underestimated of our Samsung's confidence."

He smiled and asked Lee Jae-yong, who was also responsible for some important negotiation work in China this time: "What do you think?"

Lee Jae-yong is the only son of Samsung head Lee Kun-hee, and he is certain to be the future head of the group. The company he is currently working in is responsible for the panel subsidiary S-LCD, a joint venture between Samsung and Sony.

Therefore, Lee Ji-tae took him with him this time to contain China's breakthrough in the panel link, with the intention of cultivating the Samsung Prince.

"China's market is gradually taking shape, and this momentum is almost irreversible. How can it be possible to bring in a Panasonic to create competitive pressure?" Lee Jae-yong did not answer immediately, and gave his opinion after thinking for a while, "I It doesn’t feel like it’s that Fang Zhuo, there’s no way he can’t see this.”

Li Jitai smiled and said: "If he doesn't do this, what do you think he will do?"

Lee Jae-yong said eloquently: "I think the action he may take is to divide and disintegrate our Samsung, Sharp, LG and other LCD camps, and use each other's different interests to find breakthroughs. Only then can it be effective."

Li Jitai nodded first, then shook his head, and said slowly: "No, it must be Fang Zhuo behind it. Huaxia's expansion of the production line this time is that he took the lead in establishing a TV alliance. According to his character, he would not know how to do it from the beginning. Ignoring it in the back is one of them."

"Secondly, the differentiation and disintegration you mentioned should also occur, but using plasma as a threat seems to be intervening in a strong and weak trend that is almost impossible to reverse..."

He paused and commented: "But for a person like him, how can he have to be absolutely sure before taking action? Twenty percent or three percent will allow him to try to shake up our offense. Fang Zhuo is an extremely confident person. people."

"In other words, people who can achieve something are confident and even arrogant."

“Doing something you know you can’t do, that’s the true nature of it.”

Li Jitai smiled slightly: "Fang Zhuo is indeed a person who cannot be underestimated. I suffered a loss when I went to the United States to deal with mobile phone operating systems. This time, we will break his true colors and tell him a truth."

“There’s a reason why you can’t do something.”

Lee Ki-tae is also a confident person.

In particular, this time the LCD field is facing Chinese manufacturers that are two generations behind. It is not just Samsung that is dispatching LCD camps to fight in tacit understanding.

I went out to eat. Come back early tomorrow to pay 6,000 more.