Rewrite the Technological Landscape

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Dafeng Group started to smash prices down. The 17-inch LCD screen hit 1200 soft sister coins, and the 22-inch LCD screen hit 2100 soft sister coins. The company's net profit probably only retained about 5%. BOE and other domestic LCD screen production Companies also keep up, and everyone's prices are exactly the same.

After the price comes down, I hurried to grab the order.

In the first three quarters of 2007, the overall LCD screen market’s expression is actually good, especially in China. The sales of LCD TVs in the first three quarters exceeded 7 million. This is a year of rapid development of China’s LCD TVs. Therefore, the entire industry is very The TV sales forecast is 16 million units.

As a result, due to the financial crisis and the disasters of China in 2008, the final sales volume was 11.71 million units. This was still supported by the Olympics effect. At least sales in 2008 increased compared to 2007. In many other countries, in 2008 The sales of LCD TVs and LCD computers are terrible.

For LCD computers, the demand for LCD screens, as everyone thinks, is even greater. In the first three quarters of 2007, global LCD computer sales exceeded 100 million.

It is precisely because of the good expectations for 2008 that the LCD panel plummeted 30% in half a year in 2008. Therefore, the end of 2007 is a very important time node. During this period of time, everyone has an expectation of next year’s market conditions. The judgment is still relatively positive.

Since there is such a positive expectation for the market, the order demand for LCD panels will naturally rise. In early November, taking advantage of the first three quarters of sales reports just came out, it is a good window for negotiations, plus price cuts, domestic LCD panels At the beginning of November, the production company won 8 million pieces of 15-inch orders, 9 million pieces of 17-inch orders, 3 million pieces of 22-inch orders, and 2 million pieces of 32-inch orders.

This number is actually not much. After all, the market for China Xia’s LCD TVs next year is estimated to be 16 million units, and the global market is estimated to be 70 million units. The market estimate for LCD computers is even greater.

Judging from the current market estimates for next year, this order volume may be enough for one or two months. This is also the reason why LCD TV and LCD computer companies are willing to purchase. Although everyone knows that Korea and Neon National University will probably meet Following the decline, when will the price be reduced and how much the price will be reduced is still uncertain, but they are all veterans who have been in this industry for so many years. At least I know that the price given by Huaxia LCD screen companies is really very low. Everyone has a little bit of time to follow the decline, so buy a batch of them first, and then wait for Samsung Sharp and the others to fall before buying them. The demand is here, don’t panic.

Moreover, the presence of Meng Qian has given a lot of face to domestic home appliance companies. At least Dafeng Group and BOE expect to have another wave of orders before Neon Country and Goryeo Country start to cut prices.

Huaxia unexpectedly started a price war. Neon Country and Goryeo Country had to follow suit, but as mentioned before, the follow-up was not so fast. The internal meeting of the company had to be adjusted and signed, and it had to wait.

After waiting until November 18th, some news of price reductions finally began to come out. On this day, Meng Qian went to Yanjing. Recently, the International Organization for Standardization and the International Electrotechnical Commission confirmed that the IGRS technical standard submitted by China Xia was the final committee draft by voting.

The IGRS standard is a new generation of network information equipment exchange technology and interface specifications. Under the guarantee of communication and content security mechanisms, it supports the intelligent interconnection, resource sharing and collaborative services of various 3C devices. This standard was initiated by Lenovo, TCL, Konka, Hisense, and Great Wall in 2003. Dafeng Group joined in 2005 and became the sixth initiator of the IGRS standard.

The IGRS standard is China’s first ISO international standard. With the help of the IGRS standard, China’s enterprises have the right to speak in the field of global 3C collaboration technology, which is of great significance.

This time the IGRS standard became the final draft. We gathered together to discuss the next step forward. After talking about the IGRS standard, Meng Qian went to Liu Chuanzhi for a private chat.

"Mr. Liu, the Sony battery matter is basically over. Lenovo's situation should be pretty good recently, right?"

Lenovo's situation has indeed improved recently, "Sales have come up in the third quarter, and there should be a good rebound next year."

Meng Qian nodded and expressed his congratulations, "Mr. Liu should have received the invitation for the end of the month, right?"

"received."

"So, do you have any thoughts on Mr. Liu? I took a look before I came here, as if I didn't see Mr. Liu's response."

Liu Chuanzhi made a helpless expression, "Mr. Meng, it is not that Lenovo does not want to engage in research and development, but there are many practical problems before us. Don't we want to have the ability to be autonomous for things like chip systems? Do we like being people? Are you stuck? Of course, we have also considered independent research and development, but the problem is that the capital and investment cycle are too risky. In the early years, our annual profit was only several billions. It might not be possible to spend this little money in research and development. You can't even see a wave, but if it is placed on market expansion, it can at least accelerate the development of the enterprise.

After Lenovo became bigger, the annual tax revenue was also a wealth for the country. We would also donate to scientific research institutions every year. We just chose a more conservative development route, but I don't think this is wrong.

Even Dafeng Group, in fact, has not challenged the power of general-purpose CPUs, and the Kunlun system can only be used on the ancient series, right? "

Meng Qian looked at Liu Chuanzhi very excited, and calmly responded, “If a company focuses on the core technologies of general-purpose chips and systems for research and development from the beginning, it is indeed a bit arrogant, but the problem is that the technology industry has so much to research and develop. Why don’t you start with some relatively more compliant products? Or, it’s not a good idea to make a profit while researching and developing and adopting a two-way approach?

What's more, you said that Lenovo had no money before, and I agree, but now Lenovo’s annual sales have reached 100 billion. If it were not for the existence of Dafeng Group, Lenovo would become the number one domestic private enterprise in sales for 10 consecutive years. Enterprise, now Lenovo should be able to spend a little money to walk with two legs, right?

Why did Mr. Liu still refuse my invitation? "

"It's useless." Liu Chuanzhi sighed. "The core technology is in the hands of the United States. No matter how much edge technology you do, it will be meaningless. Instead, it will only trigger sanctions from the United States. Because when they realize that China seems to be challenging When they have core technology, they will not let it go, but at this time, we don't have the core technology, how can we fight with them?

One system, one chip, one material, these three things are enough to turn all our efforts into a bubble.

And I dare to make a bet with Mr. Meng today. Don’t think that the common people of China have any understanding of entrepreneurs. If a R&D-focused company goes bankrupt because its neck is stuck with chips in the US, the common people will only talk about this company. It's really useless. You can't even make a chip. Few people would say that this company is really great. It has been developed so that the United States can take sanctions. You understand Mr. Meng? "

Meng Qian smiled slightly, "So according to Mr. Liu’s logic, because the core technology is in the hands of the United States, the more we develop, the easier it is to be sanctioned. In other words, not only is R&D not the right choice, it may even be Is it a wrong choice?"

Liu Chuanzhi shook his head, "It is not that R&D is wrong, but reckless R&D without the ability to resist the monopoly of U.S. core technology is indeed not a rational decision. I am not denying the importance of R&D, I am just evaluating R&D. Risky, I have to be responsible for the company, right?"

"Yes, as a listed company, Lenovo has to be responsible for its shareholders."

Liu Chuanzhi frowned. "I don't deny that Dafeng Group is a great company. Even from my heart, I really admire President Meng. I also look forward to having a company like Dafeng Group stand up in China, but China also needs a company like Dafeng Group. For a company like Lenovo, we just choose differently. I don't think there is any right or wrong."

"Since Mr. Liu thinks so, I won't insist on it, but I have four points of view that I want to give to Mr. Liu."

"President Meng, please speak."

"First, focusing on R&D is indeed easy to cause sanctions by the United States, but even if you don’t focus on R&D, it will sanction you. Therefore, between the United States having to sanction you and the United States if you want to sanction you, I would rather choose the former, at least, I still have such a chance to resist, instead of relying on others' mercifulness and gratitude.

Second, companies that have not paid much attention to R&D may never understand how terrible the power of R&D is. The real power of R&D is not whether it can realize the technology that others have already realized. The biggest power of R&D is that it can often realize the technology that others have not yet realized. , What R&D brings to a company is not to follow, and to lead, not to imitate, but to create. Therefore, the idea of ​​equating R&D with the realization of a certain product may be wrong. The temporary achievements of Dafeng Group today are derived from us. Created some technologies that may not even be created by the United States.

Third ~www.NovelMTL.com~ Science and technology are just technology. If you only look at the science and technology disputes in the field of science and technology, you may see the technological monopoly of the United States, but if you put science and technology in the dispute between the great powers, you will With a completely different perspective, a technology-powered country is not a matter of a company, but a nation’s matter. This is a matter of pattern.

Fourth, you should learn to take responsibility when you are born in the world. I can understand Mr. Liu’s point of view on a small company, but as a top private company in China, whether it is Lenovo or Dafeng Group, we should take the initiative. Take on some social responsibilities and do things that others dare not do, because if even a leading company like ours is afraid to do it, who should we expect to do it? "

After thinking deeply, Liu Chuanzhi sighed, "If you are right or wrong, leave it to posterity."

Facing Liu Chuanzhi's attitude, Meng Qian had no choice but to smile, "Well, wait for time to tell us who is right and who is wrong."

...

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