Technology: Start by selling mobile phones

Jingdong Made in Tokyo, like NetEase Yanxuan, relies on its own shopping platform to build a brand, and then finds reliable OEMs to manufacture the products.

This method is endorsed by the platform and is naturally trusted by many platform fans.

but.

Compared with NetEase Yanxuan, the scale and influence of Jingdong Tokyo are much greater.

When the "Letter of Purchasing Intent" made by Jing Tokyo was sent to several well-known OEMs including "Yellow River Storage", it quickly attracted a lot of attention in the market. Everyone wanted to receive orders from Jing Tokyo. .

SanDisk also attached great importance to the purchase letter after receiving it.

SanDisk's annual global sales of TF memory cards are approximately 150 million, of which the domestic market accounts for 40%, approximately 60 million.

They still had some capital to not care so much about Xiaomi's previous 10 million orders, and even dared to set up a bureau to engage in "Yellow River Storage".

But now, after unexpectedly losing orders from Xiaomi...

No,

To be precise, after knowing that "Yellow River Storage" could already produce "3D-NAND" flash memory particles on its own, it no longer dared to be too big.

"Yellow River Storage" currently holds orders for at least 8 million copies of Nietzsche's "Jinghong Series". Adding Xiaomi's 10 million copies, it has reached an annual output of 18 million copies.

If we add in the current order of 8 million sheets made by Jingdong, this will reach an annual production capacity of 26 million sheets. This is what if we start to gain momentum and catch up with our own pace!

In fact, not only SanDisk, but also Kingston, Samsung and other manufacturers have noticed the sudden rise of "Yellow River Memory". Obviously, the recent Jinghong series and Xiaomi memory cards have brought some impact to the retail end of major manufacturers.

But just when all the manufacturers were preparing to compete for orders, news soon broke out that Party A, Beijing-based Tokyo Manufacturing, preferred "Yellow River Storage", and the details of the contract between the two parties were basically settled.

As soon as the news came out, SanDisk was shocked!

Damn, this...

However, he recovered, and the next day, more news broke out in the circle.

According to insiders, the cooperation between Jingdong and "Yellow River Storage" is not only about TF memory cards, but also about U disk OEM cooperation, mobile hard drives, and solid state drives!

Mobile hard drive?

SSD!

SanDisk was completely worried.

He knew that "Yellow River Storage" had previously manufactured a "Liaoyuan Solid State Drive" for Nietzsche, but the sales of this solid state drive had not been very good due to the Nietzsche brand.

but!

Made in Tokyo is different!

Where are "Solid State Drives" used?

It is mainly used in DIY assembly of desktop computers!

And where is the largest online sales point for "solid-state drives"?

It’s Jingdong Mall!

In the early years, JD.com relied on traditional digital 3C to make its fortune. Like mobile phones, computer hardware retail has also accumulated tens of thousands of fans and users.

These users will buy graphics cards, hard drives, CPUs and other computer hardware on Goudong. What they want is first-hand fidelity and trust in Goudong.

Now,

Jingjing Tokyo found "Yellow River Storage" to manufacture "solid-state drives", which undoubtedly forced its way into the "solid-state drive" market and started to get a piece of the pie.

And the most important thing is that JD.com is not here to make money.

With the order from JD.com, there is no doubt that the "Yellow River Storage" behind it will completely and quickly expand.

With JD.com's order guarantee, the "flash memory particle" production capacity behind it will continue to expand production frantically without any worries!

To know,

In the entire storage chip industry, TF memory cards only belong to the tail end of the industry, with low profits and large usage.

The real huge profits in the entire industry, and the core interests of several storage companies, are - flash memory particles!

And once "Yellow River Storage" is allowed to wildly expand its production capacity...

Thinking of this,

A cold sweat broke out on the forehead of SanDisk Yanguo District President Porter. Once Yellow River Storage is allowed to wildly expand its production capacity, the monopoly will inevitably be broken.

Apart from anything else, according to the consistent style of Yanguo Enterprises, at least the price of flash memory particles in Yanguo District will be cut off from the waist!

"No, we can't wait any longer, we can't sit still and wait for death!"

Porter took a heavy drag on his cigar and stood up from his office chair.

"If we don't think of ways to restrict the Yellow River Storage, and if we don't block them, then there will be nothing we can do when their technology matures and their yield rate and production capacity increase!"

"Contact headquarters now to report this matter!"

Making up his mind, Porter no longer hesitated and immediately contacted the SanDisk headquarters on the other side of the ocean.

Three hours later, at ten o'clock in the evening, Yanguo time, the signal from the other side of the ocean was connected, and a highly confidential video and telephone conference within SanDisk officially began.

In the conference room, Porter dismissed all the staff. This time, he was the only one from Yanguo District attending the meeting, and on the other side of the screen, there were only three people on the screen.

"Has this matter been finalized?"

As soon as the meeting started, a blond man sitting on the left side of the screen slowly asked.

Several of them had already known the details of today's meeting in advance and directly spoke to confirm again.

"Yeah, I'm sure, President Phil."

"I have tested all their foundry products, and they all use the 32-layer '3D-NAND' flash memory particle process."

"There is no doubt that they have mastered the production technology of '3D-NAND' flash memory particles."

Potter took the words and paused.

"However...according to my inference, they should have made a breakthrough recently, and the yield rate and production capacity should not be high, otherwise they would not have been hiding it and not announcing it to the outside world."

"In recent times, I have also been thinking about how to restrict 'Yellow River Storage', but you know... the market for flash memory particles has been really good recently. Once they reveal the fact that they can produce flash memory particles, the market will most likely plummet, so, I’ve been non-restrictive.”

"But now, the 'Yellow River Storage' continues to expand, and we can't wait any longer."

The man Porter calls President Phil is actually the vice president of SanDisk's U.S. headquarters. He is mainly responsible for SanDisk's global business and is also Porter's immediate boss.

He nodded slightly and looked at Potter:

"Then tell me your thoughts first. How do you plan to limit the 'Yellow River Storage'?"

"good!"

As he spoke, Porter leaned forward slightly, getting closer to the camera.

He has a sharp vision, and he has already thought out the specific plan in advance for half a month, and he is confident.

“I have just said that the biggest problem of ‘Yellow River Storage’ currently is that the production capacity of ‘3D-nand’ flash memory particles is insufficient and the yield rate is not high;

Especially the problem of low yield rate..."

"If we can lower the price of 'flash memory particles', it doesn't even need to be too low. If the price drops to the price two months ago, it is very likely that it will 'break through' their cost price, causing a price inversion, causing them to lose money on production! "

Price upside down?

The three people on the screen looked at each other and motioned for Potter to continue.

Porter continued:

“Even if the price cannot ‘break through’ their cost price, as long as the market price of flash memory particles decreases, their profits will be significantly reduced.

Without the guarantee of huge profits, their research and development progress will definitely be affected, and they may even be dragged down. "

As soon as these words came out, Vice President Phil couldn't help but nodded slightly.

really.

Compared with unknown small manufacturers like "Yellow River Storage", the biggest advantages of SanDisk and Samsung are financial advantages and scale advantages.

Now "Yellow River Memory" has indeed caught up in "3D-NAND" technology, but the scale is still small, and it only masters the bottom 32-layer technology of "3D-NAND", with 64 layers, 98 layers, and 128 layers above it. etc……

These require continuous money-burning research and development.

If we now curb the profits of "Yellow River Storage" in the early stages of development, it will be like blocking the main artery of the development of "Yellow River Storage", making it impossible for it to feed itself back.

Thinking of this, Phil exhaled softly, and his originally solemn gaze softened a little.

"Any more?"

"besides!"

"The other thing I just said about controlling their profits is to control their existing orders!"

"Existing orders?"

"Yes, we made a mistake before and let 'Yellow River Storage' get an order from Xiaomi, but we can't let Xiaomi's TF memory card sell too well, and this time it's made in Tokyo and Nietzsche's 'Jinghong Series' , we all have to find ways to limit their sales and not let them become too popular."

"As long as their sales are not good, they will not be able to bring more orders to Yellow River Storage, so my idea is to compete with lower prices!"

"Reducing the price of our retail TF memory cards and reducing the price of our 'solid state drives'. I believe that with SanDisk's reputation and channels over the years, once our prices are lowered, the sales of Xiaomi and Jingdong will definitely increase." It will be affected!”

"Of course, for this plan, we'd better contact several other manufacturers to take action together and reduce the price together."

"Only in this way will the effect be better."

Having said this, the three people on the other side of the ocean understood what Potter meant.

If limiting the market price of "flash memory particles" is blocking the main artery of "profit", then starting from the order,

It is undoubtedly a stranglehold on the "production capacity" of "Yellow River Storage".

Profit on one hand, production capacity on the other, this combo is really powerful!

He glanced at Potter on the screen appreciatively, and then looked at the middle-aged man sitting in the middle of the conference room.

"President Cole, look..."

Sitting among the three people in the conference room was Cole, the real global president of SanDisk.

He picked up the teacup and took a sip, then looked up at Potter on the screen.

"Potter, it's great that you were able to discover the anomalies in the Yellow River Storage. It proves that you are very responsible in your work in Yan Country."

Cole's voice was very low, and when he came up, he first praised Potter.

"But...I don't completely agree with your plan."

"You said that targeting the price of 'Yellow River Storage''s flash memory particles and reducing their profits - that's no problem."

"You said that for the existing orders of 'Huanghe Storage', the price reduction will weaken the order sales of their OEM customers - this is no problem."

"However, we do not need to inform other manufacturers about this now. On the contrary, we must make good use of this 'information gap'."

"Um?"

Porter's face was slightly stunned, and he couldn't guess what President Cole was thinking.

Cole didn't keep Potter waiting for too long. He stared hard and then said:

"You also know that the price of flash memory particles in the market is rising now. In addition to strong demand, the main reason is that several manufacturers in the world that can produce flash memory particles are reluctant to sell, control production capacity, and raise prices."

"Let me ask you now, once everyone knows that a Yanguo company can produce '3D-NAND' flash memory particles, can our tacit understanding of reluctant to sell still be maintained?"

Potter shook his head in pain.

"cannot."

“What will happen to the price?”

"It's going to plummet."

"That's right."

Col paused.

"We want to limit the 'Yellow River Storage', but we also want to make the last profit."

“We don’t have to inform other manufacturers about the situation of ‘Yellow River Storage’. From now on, we just need to open up sales of ‘flash memory particles’.”

"Once we open up sales, Samsung and Micron will soon discover the clues, and it won't be long before the 'Yellow River Storage' thing can no longer be concealed."

"At that time, there will be an avalanche in the market, and we will make the last profit. As for the life and death of other manufacturers, that is their business."

With Cole's summary, the tone of this conference call has basically been set.

Although it is somewhat different from Porter's idea of ​​the entire industry jointly blocking "Yellow River Storage", it is not bad at all.

With Cole setting the tone, Porter took action early the next morning.

The operations department of SanDisk China was the first to receive a notice from the President's Office that all SanDisk's TF memory cards, USB flash drives, mobile hard drives, solid-state drives and other products in China will be slightly reduced in price.

Effective immediately.

The operations department that received the price reduction notice was stunned!

Damn it, are you right? !

Now that the market is so good, it would be great if the price is not increased, but why is it lowering the price?

The operation department called Chen Yue's office, but there was no doubt that it was a document personally signed by the President's Office.

Price reduction is correct!

Not only was the operations department confused, but SanDisk's "flash memory particle" factory in Yanguo also received a notice. Although the price of flash memory particles will not be reduced,...

From now on, SanDisk accepts all purchase orders and welcomes all!

As soon as the news came out,

The strange situation attracted a lot of attention that afternoon, but as soon as evening came, the surprise turned into excitement.

To know,

"Flash memory particles" are now hard to find on the market, and anyone with a discerning eye can see that the price of "flash memory particles" will continue to rise.

Although I don’t know why SanDisk suddenly accepted all orders, but if I don’t buy something at this time, I have to buy it later when the price increases? !

Don't you regret it? !

For a time, many mobile phone companies and laptop companies in Yanguo rushed to the SanDisk particle factory waving orders excitedly, demanding large orders of flash memory particles!

Market sentiment is running high!