Technology: Start by selling mobile phones

"The 128GB capacity is 175 yuan, the 256GB capacity is 345 yuan...the price is guaranteed for half a year."

Ke Yu quickly received SanDisk’s final offer, and after being specifically reminded by the other party, he understood the importance of the terms of the offer.

really,

Nowadays, the "flash memory particle" market has a shortage of production capacity, and everyone knows that prices will definitely continue to rise. The half-year price guarantee clause is indeed a great guarantee for Xiaomi.

But as a result, "Yellow River Storage"'s previous offer of 168 yuan for 128GB is not so good.

“I don’t know what the final quotation from ‘Yellow River Storage’ will be?”

Ke Yu sighed and didn't let him wait long. Half an hour later, the final quotation of "Yellow River Storage" was sent.

Compared with the previous price of 168 yuan for 128GB, the final quotation of "Yellow River Storage" politely reduced the entire series of products by one yuan.

The final quotation is 128GB - 167 yuan; 256GB - 334 yuan.

Looking at the quotations from both parties, Ke Yu couldn't help but feel a little confused. Whether it was "Yellow River Storage" or "SanDisk", there was no need to worry about product quality.

And in terms of price,

Now there is a quotation of 175 yuan with a half-year price guarantee clause attached, and a quotation of 167 yuan with a short-term price advantage.

No matter how you look at it, each has its own advantages.

"It's really hard to decide."

After struggling for a few minutes, Ke Yu finally knocked on the door of Rebus' office.

"Is there any new news?"

As soon as he entered the door, Rebus asked.

"Well, Mr. Lei, the final quotations for SanDisk and Yellow River Storage have been sent over."

"The two quotations can be said to have their own advantages. I'm a little undecided. Let's take a look!"

Ke Yu walked over quickly and gently placed the two quotations on the desk.

Rebus put down his work and opened it, and immediately saw the advantages of SanDisk's offer.

He knew about the price increase of "flash memory particles".

In recent times, there has been an obvious shortage of production capacity in the market. Major manufacturers are rushing to stock up on goods, and the production capacity problem cannot be solved in a short period of time.

Therefore, he also judged that "flash memory particles" will most likely continue to rise in the future.

Under such circumstances, "SanDisk" can propose a half-year price guarantee clause, which is enough to show its sincerity.

on the contrary,

Although the quotation of "Yellow River Storage" has short-term advantages, according to the current price increase trend, there is a high probability that the price will be raised in the next one or two months.

From a business point of view, for a while, Rebus also began to prefer the "SanDisk" quotation plan.

but……

After a brief thought, his eyes fell on the quotation of "Yellow River Storage".

"Yellow River Storage" has another advantage, which is also an important reason for choosing "Yellow River Storage" in the first place, and that is "domestic enterprises".

Since the Huawei incident, domestic public opinion has become more supportive of domestic brands. After all, SanDisk is an American company and cannot benefit from this wave of hot spots in publicity.

Thinking of this, he looked at Ke Yu.

"Let's do this. Contact Yellow River Storage again and send them the quotation from SanDisk."

“If they can match the same quotation as SanDisk, we will give them priority.”

“If they don’t agree, then contact SanDisk.”

Ke Yu suddenly breathed a sigh of relief and nodded heavily.

"good!"

…

And the other side.

Li Zhi has been a little absent-minded all morning, or to be precise, since he completed the final quotation for Xiaomi Group, his mentality has become a little worried about gains and losses.

On the one hand, he still attaches great importance to Xiaomi’s orders.

On the other hand, after getting rid of the initial excitement, he found that the final price quoted to Xiaomi for 128GB was 167 yuan, and the cost was 155 yuan. The profit dropped again and again, and the profit margin fell below 10% to only 7.7%.

The same 256GB also costs 305 yuan, the quoted price is 334 yuan, and the profit is 9.5%, which is less than 10%.

Compared with the high spirits when I received Xiaomi's quotation invitation, and I had to earn tens of dollars per piece at one breath, the reality at this time is that Xiaomi's money is not easy to make.

but.

Li Zhi soon discovered that it was more difficult to make money from Xiaomi Group.

Near 12 noon, the phone call from Xiaomi Group rang. He picked up the call with a little excitement. When he heard it, he was stunned.

The phone call was not to inform "Yellow River Storage" that it had won the bid, but to ask if it was willing to match SanDisk's offer - 175 yuan, but at the same time sign a half-year price guarantee clause.

Guaranteed terms?

Li Zhi reacted immediately and subconsciously refused.

Just kidding, even a fool like this can see that the price of "flash memory particles" will definitely increase in the future.

Once you sign the half-year price guarantee clause of 175 yuan, doesn't it mean that you have transferred all the cost risks in the next six months to yourself?

"SanDisk really spent a lot of money!"

"This offer makes me really either accept it or not accept it!"

Li Zhi was caught off guard, but after a brief complaint, he quickly picked up the phone and started asking about the inventory status of "flash memory particles" in the warehouse.

This time Xiaomi’s order quantity is 10 million pieces, which means that at least 10 million flash memory particles are needed. If enough inventory can be prepared in advance, then this quotation can still be followed!

After a while, the accurate inventory quantity came from the warehouse.

"There are about 400,000 128GB flash memory chips in stock, and 200,000 256GB flash memory chips."

Not even close!

Li Zhi frowned, but this was expected.

The "TF memory card" production department has always been focusing on 64GB, with very little stock of 128GB and 256GB.

In addition, the emergency production expansion of the "Jinghong series" some time ago consumed a large amount of inventory. Now it has switched to 32-layer "3D-NAND" flash memory particles, and there is no inventory of traditional "2D flash memory particles".

The remaining hundreds of thousands are still prepared for the "NetEase Strict Selection".

Li Zhi felt more and more troubled. The inventory was obviously insufficient. The only way left was to see if he could stock up now before the price rose.

Not to mention stocking up on 10 million pieces at a time, even if you can stock up on 5 million pieces, this order can be completed!

However, 5 million...

The current ex-factory prices of 128GB and 256GB flash memory particles are about 130 yuan and 270 yuan. If you stock up on 5 million units at one time, the price will be at least 1 billion.

1 billion, which is too much pressure on the Yellow River Storage, which is already short of funds!

"No matter, ask first and then talk!"

Li Zhi didn't hesitate anymore. Although he already felt the difficulty of competing with SanDisk, deep down he still didn't want to give up Xiaomi's order so easily.

After a while, Lao Chen, who was in charge of the "flash memory particle" procurement business, came to the office.

He didn't hesitate and said directly:

"Old Chen, the factory is in urgent need of purchasing a batch of '128GB' and '256GB' flash memory particles. The approximate quantity is 5 million in stock. Please contact Hynix immediately to see if they can supply it."

Lao Chen can also be regarded as an old employee of "Yellow River Storage".

He was secretly surprised when he heard that 5 million pills were being purchased at one time, but he still refrained from asking any more questions and immediately started contacting the Hynix sales department.

About half an hour later, Lao Chen walked into the office again with a serious face.

As soon as I opened my mouth, it was indeed not good news.

"Mr. Li, Hynix has already replied. They said that the current sales orders for 'flash memory particles' are completely full, and they cannot provide us with 5 million 'flash memory particles' in a short time."

"However... because of our good cooperative relationship in the past, we promised to squeeze out 1 million pills to provide us with emergency supplies first."

"Only selling 1 million pieces?!"

Li Zhi's eyes narrowed, and then he looked at Lao Chen.

The two looked at each other, and before Lao Chen could speak, Li Zhi understood everything at once.

As someone who has been working hard in the chip industry for many years, he has also experienced several cycles of raw material price increases. Behind the so-called "squeezing out 1 million units for emergencies" is most likely that manufacturers such as Hynix are actively limiting shipments.

It is true that there is a shortage of production capacity, but it is also true that we are hoarding goods and reluctant to sell them, and taking the opportunity to push up prices!

This is capital.

Old Chen on the side obviously noticed something unusual.

He opened his mouth and said:

"Mr. Li, the quantity we purchased was only a few hundred thousand pieces, so Hynix did not make things difficult for us."

"This time, we purchased 5 million pieces at once. Even the business manager who contacted us was shocked."

"Moreover, he just revealed the news to me privately that Hynix will stop accepting sales orders next week, and the specific recovery time is uncertain."

"I expect this is preparation for price increases."

As soon as these words came out, Li Zhi's last illusion was completely shattered. He had thought about raising the price, but he never thought it would happen so soon!

As a result, the original plan to stock up on a batch of "flash memory particles" completely came to nothing;

At the same time, it also means that "Yellow River Storage" has no way to match the quotation of "SanDisk", and it has to say goodbye to Xiaomi!

“SanDisk’s price is so cruel!”

Li Zhi completely felt the despair brought by "SanDisk", and his anger was relieved.

SanDisk can offer a "half-year price guarantee clause" because SanDisk is a big business, and 10 million flash memory chips are nothing at all.

Moreover, SanDisk can also produce "flash memory particles" itself. Even if the price of flash memory particles outside increases, their costs have not changed much...

And what about "Yellow River Storage"? Not on the same scale at all!

Um?

Thinking of this, Li Zhi was suddenly stunned for a moment, and an idea flashed in his mind.

wrong.

SanDisk can produce its own "flash memory particles", and "Yellow River Storage" can also produce 32-layer "3D-NAND" flash memory particles!

Although the price of "flash memory particles" has continued to rise during this period of time, the main reason is that the price of wafers required to produce "flash memory particles" has not increased due to insufficient production capacity.

In other words, the cost of producing a "flash memory particle" does not fluctuate much.

If Li Zhi remembers correctly, due to the yield rate of "Yellow River Storage"'s "3D-NAND" flash memory particles, the production cost of 128GB flash memory particles is about 132 yuan, which is almost the same as the current price of traditional "flash memory particles"!

Thinking of this, Li Zhi's anger suddenly returned.

The price of traditional "flash memory particles" is indeed rising, but if the "3D-NAND" flash memory particles independently produced by "Yellow River Storage" can be used by Xiaomi, wouldn't all cost problems be solved? !

The "3D-NAND" production department provides flash memory particles for 132 yuan, and the "TF memory card" production department manufactures Xiaomi TF memory cards that cost 155 yuan.

The final selling price was 175 yuan per piece, 5 million pieces, a profit of 20 yuan per piece, and a net profit of 100 million yuan!

256GB each sells for 345 yuan, 3 million pieces, profit of 40 yuan per piece, net profit - 120 million yuan!

Coupled with some 64G and 512GB orders, the total profit can reach 300 million!

As he thought about it, Li Zhi's heart started to beat faster. The most important issue now turned out to be that President Mo Ran did not agree to use "3D-NAND" flash memory particles for Xiaomi TF memory cards!

All the problems turned back to Mo Ran!