Technology: Start by selling mobile phones

"They raised the price?!"

In the Yellow River Storage office, Mo Ran looked at the news he had just received in slight surprise.

"Yes, Mr. Mo, Samsung, SanDisk, Micron, Hynix, and Meichi announced the latest ex-factory prices of '3D-NAND' particles this morning."

"64GB has increased by 5 yuan, and the price has increased from 60 yuan to 65 yuan;"

"128GB has increased by 12 yuan, and the price has increased from 110 yuan to 122 yuan. The other 256GB and 512GB have also increased accordingly."

"I estimate that their stock price has continued to fall for more than a month, and the senior management can't sit still and is thinking of ways to stabilize the stock price."

After saying that, Li Zhi showed a hint of joy on his face and was obviously relieved.

During this period, the price of "3D-NAND" flash memory particles continues to be low. Although there is still a profit of about 10%, if the R\u0026D costs and efforts spent by "Yellow River Memory" on 32-layer and 64-layer technology are included, currently The profits are not even a fraction of the cost.

Moreover, we will continue to invest in 128-layer technology research and development and improve the yield rate of 64-layer "3D-NAND", which all require money.

10% profit is not enough at all, at least the profit rate must reach more than 35%!

Now that Samsung has taken the initiative to raise the price, it has undoubtedly given "Yellow River Storage" a breath of relief.

Mo Ran nodded slightly.

It is not surprising that the stock prices of Samsung and Micron continue to fall.

This time, Blackstone Capital got inside information from itself and laid an ambush nearly a month in advance. It would be strange not to give Samsung, Micron and other companies a big blow at such a good opportunity.

I just didn’t expect Samsung and Micron to be unable to hold on so quickly.

Thinking of this, a smile appeared on his lips.

Li Zhi on the side saw this and continued:

"Mr. Mo, what should we do now?"

"Would you like it to rise a little bit as well?"

"A little higher?"

Mo Ran thought for a moment and did not answer directly.

It has to be said that following the five giants such as Samsung and Micron in raising prices is undoubtedly the best choice. Not to mention increasing profits, sales will not have any impact.

and,

If your guess is good,

This time, the five storage giants led by "Samsung Electronics" increased their prices slightly at the same time. In fact, they were testing the attitude of "Yellow River Storage".

Once "Yellow River Storage" tacitly follows the price increase and does not cause trouble, then both parties can be considered to have returned to a relatively tacit understanding.

Prices may even continue to rise in the future.

but.

Mo Ran suddenly thought of the folding screen mobile phone business.

"Folding screen mobile phones" are the next profit growth point that Mo Ran has planned in his heart. Its importance to the entire group is self-evident. The most difficult problem with folding screen mobile phones at present is the "folding screen".

In the past two months, although Nietzsche and "BOE" have continued to develop "OLED flexible folding screens", there is still a clear gap between BOE's screen quality and durability and Samsung's screen.

so,

If you can buy a folding screen from "Samsung Electronics", it is naturally the best choice.

But Samsung screens can’t be bought with money!

The only possibility now is to see if we can use "3D-NAND" particles as bargaining chips to talk to Samsung.

Thinking of this, Mo Ran frowned slightly, his mind racing rapidly.

The next second, he looked up at Li Zhi and said in a deep voice:

“How is our ‘3D-NAND’ production capacity currently?”

"Production capacity has increased rapidly. Previously, our annual production capacity reached 80 million pieces. After the recent batch of lithography machines was put into production, the total annual production capacity reached 160 million pieces."

"Moreover, the seven photolithography units recently put into production still have potential to be tapped. Once their supporting production equipment is increased, the final production capacity can be increased by nearly 40 million units to reach 200 million units."

"Of course, compared to the global annual production capacity of 20 billion units, we only have a 1% share, but in the domestic market we have still reached a 3.5% share, which is not a small proportion." (Note: Flash memory particles in a solid-state drive Maybe 4-5.).

Mo Ran nodded and continued to ask:

"What about the cost? Has the yield rate of 32-layer '3D-NAND' improved? And what's the current situation with 64-layers?"

“The yield rate of layer 32 has improved!”

"After Wang Wenbo raised the yield rate to 59.4% last time, our yield rate has increased slightly in recent months and now reaches 63.6%."

"However, because we have been sanctioned by the US emperor, the wafers we previously purchased from Taiwan Province can only be purchased domestically, and other supporting production equipment and consumables can now only use domestic brands..."

"This has resulted in an increase in the yield rate, but the production cost has increased. After an increase and a decrease, the cost is almost the same as before. The cost of 128GB is still 97 yuan, which cannot be reduced."

97 yuan.

Mo Ran thought silently in his mind.

"Then last question, how is the sales situation?"

"The sales volume is very stable. At present, in addition to the stable supply to our 'Nietzsche', we also have a cooperation order of 5 billion for 'Huaji'."

“In addition, our 32-layer ‘flash memory particles’ have gradually begun to be supplied to other manufacturers. In short...

With orders from Nietzsche and Hua Ji guaranteed, sales are relatively stable and we don’t have to worry about sales. "

Having said this, Mo Ran was completely relieved.

The cost of 97 yuan plus sales can be guaranteed, and everything else is a minor problem.

After a moment, he had made up his mind and looked at Li Zhi.

"Li Zhi, I thought about it, we won't follow Samsung in raising prices."

"And... we will continue to lower prices!"

"Huh? Price reduction?! Mr. Mo..."

Li Zhi was suddenly stunned, but before he could speak, Mo Ran waved his hand and interrupted:

"I know your worries and your thoughts, but I have other considerations. You should just follow my ideas first."

"Well……"

All the words Li Zhi wanted to say were swallowed back into his stomach at once. After a moment of pause, he had no choice but to nod heavily.

He knew Mo Ran relatively well, and he was definitely not the kind of person who would make a decision just by patting his head on his head. Now that everything had been said, Mr. Mo naturally had his own plans.

Mo Ran's idea is very simple. He just wants to deliberately lower the price and wait for Samsung and SanDisk to come to him personally.

Only then can "Yellow River Storage" take the initiative and take the opportunity to propose the possibility of purchasing "Samsung Folding Screen"!

"Okay, Mr. Mo, then I will follow your instructions and lower the ex-factory price!"

"Well, go ahead."

…

the other side.

While Mo Ran and Li Zhi were discussing the next plan, the "memory chip" industry, which had been quiet for a long time, suddenly became lively. Many companies were paying close attention to the joint price increase of Samsung, Micron, and SanDisk.

To know.

The price of "flash memory particles" has been reduced for 7 consecutive months before this. The price has dropped from the highest-end 180 yuan to the current 110 yuan, a drop of up to 60%.

This is the first time that prices have stabilized and increased after continuous declines. All companies are very concerned about whether the price of "flash memory particles" will continue to increase in the future.

And, most importantly.

In the past, if the five giants such as Samsung and Micron increased their prices, it really meant a price increase, but now, everyone's attention has fallen on "Yellow River Storage".

Apart from the original five giants, there is still one person who has not spoken!

In a certain "memory chip" internal communication group.

"[Lao Liang from the Technology Department of Unisoc Technology]: Prices are going up. Prices are going up. Our good days of picking up bargains are coming to an end. No, I have to buy a few solid-state drives while they are cheap and stock them up!"

"[Xiao Zhang from China Resources Micro Purchasing Department]: Hahaha, old Liang, don't be so anxious. Isn't there still Yellow River Storage that hasn't spoken? If Yellow River Storage doesn't keep up, Samsung and the others won't be able to rise much!"

"Damn it, Xiao Zhang, you are too young. During this period, 'Yellow River Storage' has been pressed hard by Samsung and Micron, and its profits are probably less than 10%. Now that Samsung Alliance has finally relented and raised prices, how can 'Yellow River Storage' Don’t you seize this opportunity to breathe and follow quietly?”

"[Lao Zhou from Huada Optoelectronics Marketing Department]: Lao Liang is right. After all, the market demand for 'memory chips' is still very strong, and price increases will not have a big impact on sales. Who can have trouble with money?"

"However, one thing to say is that 'Yellow River Storage' is really awesome. It was able to push Samsung and Micron into this situation despite being sanctioned, and in the end forced them to raise prices. Only 'Yellow River Storage' can do that. !”

"Yeah! I don't expect that 'Yellow River Storage' won't increase its price. I just hope that 'Yellow River Storage' can control the price a little and don't let it rise to 180 again..."

There was a heated discussion in the group, and almost everyone believed that it was inevitable for "Yellow River Storage" to follow Samsung in price increases.

But at this moment, an account in the group who didn't usually speak much suddenly forwarded a piece of information and said weakly:

"Everyone, the latest news about 'Yellow River Storage'...it seems that they have lowered the price!"

ah? !

What!

Everyone was shocked and quickly clicked on the link to see, sure enough!

[Huanghe Memory will lower the price of 32-layer ‘3D-NAND’ flash memory particles across the board from tomorrow! 】

[The original price of 64GB is 60 yuan, reduced to 55 yuan; the original price of 128GB is 110 yuan, reduced to 105 yuan...]

After a while, the work group went completely crazy!

"Damn it, what does 'Yellow River Storage' want to do? Make money but not?!"

"66666, it has to be you, Huanghe Storage. You are not convinced and want to fight with Samsung!"

"You're so awesome. This is the first time I've seen such a fierce Yanguo company!"

"Hey, I didn't tell you, but the boss of our purchasing department called... Hey! Is he probably asking me to contact Yellow River Storage?"

It has to be said that "Yellow River Storage" not only did not follow the price increase after Samsung and Micron, but immediately cut the price, which completely ignited heated discussions in the entire industry.

It can be said that this is unique in the history of the "memory chip" industry.

Not only has the "memory chip" industry sparked discussions, major mobile phone manufacturers and computer manufacturers have also noticed the changes in the ex-factory price of "Yellow River Storage".

Viov headquarters.

"Mr. Zhang, Mr. Zhang, you have to make a decision quickly!"

“I heard that many companies have started to contact ‘Yellow River Storage’ to place orders. If it’s slow, I’m afraid we won’t be able to get the goods!”

As get off work was approaching, Manager Fang from the purchasing department hurried into the office of Vice President Zhang Yuxing.

The two people were naturally talking about "Yellow River Storage" selling flash memory particles at reduced prices.

After thinking for a long time, Zhang Yuxing, the vice president in charge of supplier business, finally nodded heavily.

In fact, the larger the enterprise, the more reluctant it is to change suppliers.

After all, it works well. If you change the supplier rashly and the product goes wrong, who will be responsible? But it’s really not worth the gain.

so.

When "Yellow River Storage" started selling "flash memory particles" a few months ago, Vivo made no move.

But!

Now, compared with "Hynix", the original supplier of VIOV, the price difference between "Yellow River Storage" and VIOV's original supplier has reached 10 yuan for the cheapest 64GB, and the price difference for 128GB and 256GB has reached 15 yuan and 35 yuan!

After all, a mobile phone will save at least about 50 yuan in cost...

One unit is 50 yuan, and 10 million units is 500 million.

Who doesn’t want this profit? !

"Fine!"

"First contact 'Yellow River Storage' to include them in the 'supplier directory', and try it out with a batch of 'flash particles' first."

On the other side, OPOP’s situation is similar.

"Old Zhang, your proposal is quite good."

"After all, both Nietzsche and Huaji have already used the flash memory particles of 'Yellow River Storage', which at least shows that the quality is trustworthy and we shouldn't have much problem using them."

"It doesn't matter whether we have money or not. After all, we are all domestic enterprises, so we should support them both emotionally and rationally."

In a few words, OPOP Vice President Ding settled the matter with a smile.

"Okay, Mr. Ding, I'll contact Yellow River Storage!"

This is true for large companies like VIVO and OPOP, let alone small companies.

As Mo Ran expected, in the afternoon, "Yellow River Storage" received numerous order calls and inquiry letters. After all, under the premise that companies led by Samsung and SanDisk were the first to increase prices, "Yellow River Storage" suddenly lowered prices in reverse. It's really too fortress.

With the huge profit gap, who can resist this temptation?

…

On the other hand, the "Memory Chip Alliance" headed by Samsung also received news of the price reduction of "Yellow River Memory".

Early the next morning,

The presidents of the five giants Samsung, SanDisk, Micron, Toshiba, and Hynix hurriedly gathered at the SanDisk headquarters.

The atmosphere in the conference room was extremely solemn, and the faces of the five CEOs were clouded.

Five days ago, due to pressure from stock prices, Samsung, Micron, and Hynix all received calls from senior executives at their headquarters, requesting them to increase profits in the Yanguo market and make the upcoming third quarter report more attractive, thereby boosting the stock market and allowing investment. Those who see hope.

The five presidents of Yanguo District also know the pressure on stock prices that each company is currently facing. There is no other way. In the end, they can only increase the selling price of some flash memory particles to give the company's stock price a break!

In their view, it is already a great gift for "Yellow River Storage" to relax the price and it is impossible for "Yellow River Storage" to refuse!

But I didn't expect that "Yellow River Storage" was not only ungrateful, but also deliberately lowered the price!

This is simply disrespectful!

"Now 'Yellow River Storage' has made it clear that it wants to go against us. It wants to take advantage of our price increases and seize more markets at low prices!"

"Let's talk about it, what should we do next!"

There was silence for a long time, and it was SanDisk President Porter who finally broke the silence.