The Black Technology Era of Xueba

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In Xiao Ming's sophomore exam just finished at the end of the second semester, there is a subject called financial economics. There is a very practical change in financial economics - it is not necessarily your peers who beat you. follow-dream-

Real-life examples of this concept are bloody.

The snatch of Kang Shuaifu and Tong Tong has been fighting openly and secretly in the instant noodle market for decades. In the end, it was not each other that robbed them of their market, but e-commerce takeaway.

Large and small humans or electric tricycles in the city used to make great efforts to solicit customers, and it was not the tricycles themselves that took away their market, but shared bicycles, shared electric vehicles and online car-hailing.

It is not its peers that beat traditional newspapers, but Weibo and short videos and so on.

These are all examples of economics.

Now this example seems to be happening to Samsung.

When Xiao Ming's team was in full swing towards wearable devices, he received news that Xia Guo's mobile phone market as a whole suddenly encountered a serious cost crisis - Samsung will collectively increase the price of memory sold by Xia Guo, and the increase is not a small amount. .

After the failure of the Five Hegemony Alliance to suppress Pangu Technology for the first time, after the Pangu L1 lithium battery was produced in the Yangcheng battery factory, Samsung's mobile phone business and battery business both suffered serious setbacks.

This has seriously affected Samsung's annual revenue and profit in 2020.

As a giant company that can affect South Korea's gdp, Samsung needs to seek self-protection in the context of the bad international economic situation.

Self-insurance is to increase profits first, then increase the price.

Samsung's memory accounts for more than 70% of the mobile phone terminal market due to its good performance, and it also occupies more than 50% of the market on the p-end. In the field of mid-to-high-end mobile phones, this ratio will be even better.

Samsung did this a year ago. When the profit of its own group fell, the price increase of memory was not satisfactory.

At the Samsung headquarters in South Korea, the executives watched the mighty Chinese mobile phone manufacturer keep sneering.

Manufacturers represented by Huawei are fully realizing the localization of parts and components, but no matter how localized, the memory is still dependent on imports.

The role of the memory is to temporarily store data, which is used to exchange cache data with the pu.

Xia Guo can produce and manufacture memory, but the technology is far behind Samsung. According to the level of memory production, it will slow down the speed of mobile phones when used on even more advanced mobile phones.

A year ago, Samsung's memory price hike made many mobile phone manufacturers work in vain for a year, and their profits were not as high as those of Samsung's memory.

This time, in order to save itself and keep its year-end revenue and profits, Samsung raised prices again. Of course, the mobile phone manufacturers in Xia Guo were mourning.

Companies such as oo and vv originally failed in the release of new mobile phones. Now that the price of memory has risen, the top three companies in terms of sales a year ago are facing a liquidity crisis and a crisis of new mobile phone memory shortages.

Under this circumstance, the small charm feet were directly put down, the old mobile phone could not be sold under the impact of Huawei Xiaomi, and the new mobile phone was not produced due to the increase in the price of memory, because the cost was high. The price is bound to increase, and if the price of the mobile phone that was originally low-priced and close to the people increases, who else will buy it?

Then there is the chain reaction of the industry after Samsung's memory price increase.

SK Hynix, Micron, etc. have raised prices one after another. This price increase does not matter, it has caused a looting effect from many buyers. Now the mobile phone memory is not only expensive but also out of stock.

Samsung, SK Hynix, and Micron account for 98% of the mobile phone memory market, and the remaining 2 are occupied by Toyo and Wanwan companies.

Xiaomi and Huawei are urgently mobilized. As giant companies in mobile terminals, they have enough bargaining power to negotiate with Samsung and Hynix.

The two companies have just made efforts to launch a mobile phone with Prajna chip + Tiangong system + micronucleus battery.

The price of memory is going up here, how can this work?

After arduous negotiations, although Huawei has kept the future purchase orders, it is necessary to increase the price.

The wealthy Huawei can only recognize the slaughter, and the price will increase.

Xiaomi was not so lucky, and only kept some future orders, and the production of new mobile phones next year will be reduced.

The timing of this price increase has little impact on brands such as Apple and Sony.

Apple, Samsung and Micron are all long-term strategic partners, and the order prices between them are not affected by this price increase.

During this period of time, the mobile phone market was booming.

Many South Korean media have reported on Samsung's mobile phone memory price hike, with a tone of pride and excitement.

"South Korea Daily": As soon as Samsung's memory price increases, the Xiaguo mobile phone market shakes three times.

"Peninsula Technology": Let the world know who is the overlord of technology! Many Xiaguo companies such as Huawei and Xiaomi accept Samsung's price increase conditions.

KBS TV also broadcast a special interview program at 8:00 p.m. local time. The content discussed the trend of the technology market during this period and the background of Samsung's memory price increase, as well as the impact on the future mobile phone market.

Park Tae-myung, a professor of economics at Seoul National University, who was invited by kbs, said: "Everyone knows that Pangu Technology has done a lot of activities some time ago, including the development and production of chips, the conceptual launch of micronuclear batteries, etc. These technologies are indeed very important to the mobile phone terminal market. Tired of coping, Pangu Technology dragged Apple, Microsoft and Google into the water one after another, and almost resolved the further blockade of Pangu Technology by five technology companies.”

Speaking of this, Professor Park Taiming's pride is beyond words, he said: "During this period, although our powerful Samsung company did not participate in the Big Five Alliance, it maintained a good relationship with Apple and other companies. When the Big Five and Pangu Technology were fighting each other , Samsung has never made much action."

Park Taiming turned on the pride mode, "This is not because we, Samsung, are afraid of Pangu Technology or afraid of offending Apple, but because our great Samsung has enough cards to deal with the market."

"My battery! Although the micronucleus battery has been conceptually launched, there is still a period of time before market application. During this period, many mobile phone manufacturers in Xiaguo still purchase Samsung mobile phone batteries."

"The most powerful is our Samsung's mobile phone memory, which occupies more than 70% of the market. No matter how good Huawei is, it has to purchase our Samsung's memory, because our quality is first-class in the world, and the cost performance is also the highest in the world."

"Now, Samsung sees that the time is ripe, so it will raise the price. This is to tell the global mobile phone technology industry that Samsung is the real big boss, whether you are Pangu Technology, Apple, Google, everyone. Don't do it too much, otherwise everyone's life will be difficult."