Technology: Start by selling mobile phones

The next day after SanDisk cut prices on all series, sales increased visibly.

After the "flash memory particles" were put on sale, as SanDisk Global President Cole said, "flash memory particle" manufacturers such as Samsung, Micron, and Hynix soon noticed the anomalies in the SanDisk factory.

Samsung Yanguo headquarters.

The person in charge of Samsung's "flash memory particle" business in Yanguo was a South Korean executive. At this time, he was confused when looking at the latest information compiled by the secretary in his hand.

"Logically speaking, it shouldn't be."

"The market is so good now. As long as we control the factory volume a little, prices will rise again in a few days. What is SanDisk doing?"

Not only Samsung, but also the headquarters of Meiguang Yanguo, which is also an American company, is also a huge question mark.

However, Max Wells, who was also the president, was not used to Porter and cursed him loudly.

"Fuuk! Has this idiot Potter been kicked in the head? Doesn't he know that the price of 'flash memory particles' will rise by at least another 50% if he continues to hoard it?"

"Open sale? Accept all orders? You don't know such a good opportunity to make a lot of money! Idiot, idiot, fool!"

"Call me on the phone right away and contact Potter. I want to ask him personally if his brain is broken!"

Waves of calls came from Samsung, Micron, Hynix, Toshiba,

The other four manufacturers in the world that can produce "flash memory particles" all called one after another to ask why. Porter couldn't resist, but he had no choice but to find various excuses to deal with it.

Mo Ran also noticed something unusual about SanDisk.

To be precise, the price reduction of 5-30 yuan for all SanDisk products: USB flash drives, TF memory cards, and solid-state drives caught his attention.

To know,

That is to say, just 20 days ago, SanDisk's entire range of products had an upward price increase. Now that the market is so good, there is no reason for a sudden price reduction.

but.

In doubt, Mo Ran didn't take it too seriously. After all, the small price adjustment might be an internal strategic adjustment.

Just a few days later, the time quietly came to the 6.18 Shopping Carnival, and the price of all SanDisk products suddenly dropped again!

This time, the prices of all products have dropped to the last price adjustment, which is 25-50 yuan cheaper than the highest price!

And the effect is also very obvious.

After the price reduction, the price of SanDisk's 128GB TF memory card has dropped to 255 yuan. The retail price is less than 1.99 yuan/GB. The price is 10 yuan cheaper than the Nietzsche "Jinghong Series" 128GB 265 yuan.

A large number of customers began to turn to SanDisk's memory cards, USB flash drives and solid-state drives, and SanDisk's online and offline sales began to increase visibly.

Nietzsche's "Jinghong Series" was the first to be affected, with sales falling from more than 1,500 units per day to just over 800 units, nearly halved. If it weren't for the compatibility of "Brilliant S1", sales would have been even worse.

Mo Ran finally smelled something abnormal.

He never thought that SanDisk would be a conscientious discovery that would benefit the vast number of consumers in the country.

He remembered very clearly that in his original world there was a domestic company called "Yangtze River Storage".

Like "Yellow River Storage", this company is also mainly engaged in the production of "flash memory particles" and various products such as solid-state drives, USB flash drives, and TF memory cards.

same,

Before the establishment of "Yangtze Memory", the price of "flash particles" was completely monopolized by five foreign companies. Even if the price dropped occasionally due to reduced demand, it would soon be discovered that either Hynix's switch tripped, or Samsung's warehouse caught fire, and what's even more outrageous was that flooding occurred in Southeast Asia and flooded the warehouse.

In short, once demand is weak and prices fall, several giants will easily do something to reduce production capacity and increase the price of flash memory particles.

How did the price drop later?

That's because in 2019, "Yangtze Memory" successfully conquered 64-layer "3D-NAND" flash memory particles and achieved mass production, completely breaking the monopoly, and the price of "flash memory particles" began to fall all the way.

In 2018, the price of a 256GB solid-state drive was about 660 yuan, which is equivalent to 2.57 yuan/GB.

In 2019, because "Yangtze Memory" began mass production of flash memory particles, the price of a 512GB solid-state drive dropped to 499 yuan, equivalent to 0.97 yuan/GB.

In 2021, the mainstream is still 512GB, but the price has dropped to 300-400 yuan, which is equivalent to: 0.68 yuan/GB.

In 2023, a solid-state drive that originally cost 660 yuan only costs 109 yuan, and the price has plummeted 6 times, which is equivalent to: 0.42 yuan/GB.

at the same time,

Also since 2019, Samsung, Hynix, Western Digital, Micron, Toshiba and other manufacturers have no more fires, warehouse fires, warehouse thefts, or circuit breaker trips...

Um?

wrong.

Thinking of this, Mo Ran was shocked. There was no "Yangtze River Storage" in this world, but there was "Yellow River Storage"!

So!

With SanDisk's price cut this time, could it be that "Yellow River Storage" helped SanDisk repair the power gate? Cured the lack of production capacity? !

Suddenly, Mo Ran suddenly became enlightened!

It's completely possible!

"Yellow River Storage" is undoubtedly following the "old path" of "Yangtze River Storage".

What did Samsung, Micron and other manufacturers do after "Yangtze Memory" broke through the 32-layer "3D-NAND"?

The first is to cut prices to compress the profit margin of "Yangtze River Storage", and then use the advantages of production capacity and scale to continuously seize the market. From top to bottom, the entire industry chain prevents "Yangtze River Storage" from developing and growing.

at the same time,

Major manufacturers have also begun an "arms race" and invested a lot of money in developing higher-layer "3D-NAND" flash memory particles, hoping to technically restrict "Yangtze Memory" again.

This approach has indeed achieved good results.

Even in 2023 in the previous life, even though Yangtze Memory had developed 232-layer "3D-NAND" flash memory particles, let alone the global market share, even the domestic market share was only 4%!

Looking at it now, SanDisk’s actions are very similar to when they dealt with “Yangtze River Storage”?

So……

"Oops, could it be that SanDisk discovered so quickly that Huanghe Storage can produce '3D-NAND' flash memory particles?"

Mo Ran reacted completely, and then a strong sense of crisis rushed from the soles of his feet to his forehead.

He knows very well,

Strictly speaking, the "3D-NAND" technology of "Yellow River Storage" has huge weaknesses and is not fully mature.

The 42.8% yield rate can be put into mass production entirely due to the current market situation of flash memory particles.

Once the price of "flash memory particles" drops, it will not be long before it falls below its own production cost line. By then, "Yellow River Storage" will not be able to continue to produce at a loss.

joke,

One or two days is okay, but if tens of millions of flash memory particles continue to decline for a year and a half, where will the money come from to continue to subsidize them? !

impossible.

But once you go back and buy cheaper traditional "2D-NAND" flash memory particles, do you still need the "3D-NAND" production capacity that you have worked so hard to build?

In an instant, Moran's eyes narrowed slightly, and his mind began to race rapidly.

In fact, he had anticipated this situation before, but no one could have imagined that the hot market would fall so quickly. He originally thought that if it lasted for a year and a half, the yield rate would be improved.

but,

It is useless to say all this at this time. The top priority now is how to deal with the price drop.

After about ten minutes, Mo Ran decided to lower the prices of some "Jinghong Series" and "Liaoyuan SSD" first, and then stabilize the sales volume at the retail end.

Soon, Fang Lin appeared in the office. After some discussion, the final price was 10-20 yuan cheaper than SanDisk.

The price reduction of the "Jinghong Series" received good sales the next day. Although there was no obvious increase in sales, it was at least stable.

but.

Mo Ran obviously underestimated SanDisk's determination and reaction speed.

On June 25, just one week after the 6.18 Carnival, SanDisk once again adjusted the ex-factory and retail prices of all products, and the prices of all products were reduced by 10-25 yuan again.

As soon as the news came out, the entire market was stunned.

You know, SanDisk is a truly global first-tier manufacturer and the largest supplier of data storage card products in the world.

Such a top manufacturer actually took the initiative to cut prices twice in a row in just one month, even though the market environment was very good. This is so weird!

Consumers don’t care whether it’s weird or not.

SanDisk's price reductions had an immediate effect, and orders flooded in one after another. There was no way, under the huge sales pressure, except for a few brands such as Samsung and Micron in the entire market, most of the mid-range brands were like the "Jinghong series" Also started to reduce prices slightly.

for a moment,

The memory chip market, which was still extremely hot in May, has begun to "cool down", and various discounts have appeared on the Internet.

Netizens were also confused. Various discussions about the price reduction of TF memory cards and solid-state hard drives began to appear in major forums.

"??? Damn it, what's going on now? SanDisk is taking the lead in slashing prices and cutting prices? Is this the conscience of the capitalists? SanDisk is indeed the light of domestic production!"

"Are you upstairs on the wrong set? SanDisk is a serious American company. Do you believe that Americans will be so kind to the people?"

"Haha, do you believe in capitalists or do you believe that I am Qin Shihuang?"

"Brothers, stop making fun of me. I'm a big grudge. I bought a TF memory card for 248 yuan for 248 yuan during the 618 event. But now a week has passed and the price has plummeted by 20 yuan! Damn it."

"The price of 'solid state drive' is indeed fluctuating too fast now. The price changes every day. Can anyone tell me what is going on now?! Is it still going up?!"

"I am a big shot. It is said that it is because SanDisk has made a huge breakthrough in technology, so..."

"Come on, when there is a technological breakthrough, foreigners will cut prices? Are you dreaming? Foreigners will just sell new technologies more expensively and cut leeks again."

No one refuted what he said.

In fact, Samsung had already achieved certain results with "3D-NAND" in 2015. At first, everyone thought that the price of flash memory particles would fall after the introduction of "3D-NAND" technology.

result……

Not only did it not fall, Samsung and Micron also specially launched some "3D-NAND" particle products, which are much more expensive than ordinary particles.

Euphemistically called high-end.

"Then let me tell you, is it possible that our domestic chip companies have made a breakthrough in 'flash memory particles'? Otherwise, SanDisk wouldn't be so nervous, right?"

"Domestic particles? You are dreaming again! Which domestic company has been developing 'flash particles' in recent years?! No!"

"No, no, wouldn't it be said that the 'Jinghong Memory Card' manufactured by 'Yellow River Storage' is not bad? Could it be that 'Yellow River Storage' has made a breakthrough!"

“Hahahahahaha, I’m laughing so hard. The official website of ‘Yellow River Storage’ says it uses Hynix flash memory particles!”

"Fuck, that's really weird."

Netizens on the Internet were astonished, and all kinds of outrageous news went viral. Mobile phone manufacturers and computer manufacturers who are closely related to "flash memory particles" were also confused, and various work groups were lamenting.

A purchasing business communication group.

[Vivo Procurement - Zhou Kai]: "It has fallen, it has fallen, and today's quotation has fallen again."

After a while, the group became lively.

"[OnePlus Xiao Liu]: Brother Kai, please stop gloating. We just purchased a batch of 'solid particles' a month ago, with an ex-factory price of 360 yuan. Now the boss will cry to death when he sees the price."

"[Glory Lao Li]: Hahahahahaha, what's the point of crying about the goods I bought? Isn't it just dozens of yuan more expensive..."

"[OnePlus Xiao Liu]: Isn't it just a few dozen yuan more expensive? Lao Li, you are really good at comforting people. If it is a few dozen yuan more expensive, the bonus will be gone in the past few months..."

"[Meizu Lao Zhang]: Xiao Liu, you are okay. You have started purchasing after all. Our department has been meeting for two days in a row, and we are still wondering whether to place an order...Will the price of these 'solid particles' go up? Rise?!”

"Who knows..."

Private communications between major mobile phone manufacturers can tell that the "flash memory particle" market is gradually falling into chaos. SanDisk's continued rise has undoubtedly completely confused everyone.

finally,

Strong market fluctuations have caused strong dissatisfaction between Samsung and Micron, and they need a clear explanation from SanDisk.

SanDisk Yanguo District Headquarters.

In President Porter's office, a Westerner with the same white skin was standing angrily in front of his desk.

"Potter, do you fucking know what you're doing?"

"You are messing up the market, you are making no one profit, SHIT, you must give me a convincing reason today, otherwise I will let you taste my fist."

The person speaking was none other than Carnegie Freeman, the president of Yanguo District who was also the highlight of an American company.

Others didn't care enough to offend Potter, but he didn't care.

Porter glanced at Freeman indifferently and said nothing. In the past month, he had received countless calls from Samsung and Micron, and each time he rejected them for various reasons.

But he knows that as SanDisk continues to cut prices, Samsung and Micron will not sit idly by and will definitely come to ask for explanations.

but.

He was in no hurry.

Porter slowly cut the corner of the cigar, lit it, and then took a deep breath. Then he pointed to the memory chip and a paper report above the desk, motioning for Freeman to pick it up and take a look.

"You'd better not play tricks on me, Potter."

"I want to see what makes you so determined to lower the price, if..."

The angry Freeman was arguing while picking up the paper information on the table, but before he finished speaking, his eyes suddenly froze, and then he looked at Potter with a face full of astonishment.

Yellow River storage?

3D-NAND flash memory particles? !

"Can this Yanguo company produce '3D-NAND' flash memory particles?!"

"That's right."

Potter said calmly.