Chapter 2940 Sharing Risks

Even if it is the same production line, different batches of products produced will have high and low quality.

This is a choice for many suppliers.

Whoever gives more money will have priority.

You can get better batches.

Therefore, mobile phone manufacturers like Xiaomi, which focus on the ultimate cost-effectiveness and put great pressure on suppliers in terms of purchase prices, will definitely be inferior in batches to the goods they receive. On the surface, the two mobile phones use the same spare parts provided by the same supplier, but in fact they are very different.

Generally speaking, Apple gives its suppliers the best treatment.

Therefore, the spare parts that Apple gets from suppliers are often the best. Which supplier is included in the "fruit chain" sequence, then wait to make a lot of money!

Samsung is an exception.

Because Samsung also has its own mobile phones.

The displays currently produced by Samsung are divided into three categories.

The first category, the best batch, supplies its own Samsung mobile phones.

Slightly worse, supply Apple.

What's even worse is supplying other mobile phone manufacturers including Asda.

This is the face given by Samsung.

Because Samsung's high-end screens are in short supply in the market, many manufacturers may not be able to buy them even if they want to. If you can't buy it, you will have to buy high-end screens from LG or BOE, which will greatly reduce the product strength.

From this perspective, except for Samsung and Apple, every mobile phone manufacturer has such strategic risks.

Samsung may encounter a supply crisis of high-end screens at any time.

The reason why Apple does not have such strategic risks is not because Apple pays a lot of money, but because Apple has control over Samsung. The two parties reached a compromise and exchange after a series of patent wars.

In this regard, domestic mobile phone manufacturers are almost in a hurry.

Now Asda can safely get the screens and other spare parts it wants from Samsung because of the harmonious relationship between Zhou Buqi and Lee Jae-yong, and Asda’s promise that its self-developed chips will be handed over to Samsung’s wafers. Factory for OEM production.

This is soft power.

There is a gap with Apple’s hard power.

If Asda can have a batch of core patents for OLED screens that the future OLED industry will not be able to avoid...then this will be a solid hard power, and Samsung will never ask Asda because of "supply exceeds demand". Possibility of out of stock.

Asda will not be engaged in the display industry.

However, if Asda can hold some core patents on OLED screens, it will pose certain constraints to Samsung Display and greatly reduce its strategic risks. In the past life, the leading domestic mobile phone brands Huawei, Xiaomi, and vivo failed to solve this dilemma, and they were all stretched by Samsung's supply issues.

Boss Zhou doesn't want this situation to happen to him.

Zhou Buqi said: "It's very risky to enter the market now."

Zhou Shaoning said in a deep voice: "Well, it's very big! This will not only distract us, but also expose us to huge risks."

Zhou Buqi smiled and said, "The risk is great!"

"Ah?" Zhou Shaoning had a black line on his forehead and said to himself that Big Boss Zhou always acted out of common sense, "The risks of such an industrial transformation should be borne by the companies engaged in this industry and have nothing to do with Asda. "

"What do you call this?" Zhou Buqi was very dissatisfied, "Isn't this a typical wage earner's mentality? Is this how you usually educate your employees?"

Zhou Shaoning said frankly: "The thinking of a worker is the normal thinking. It has nothing to do with oneself and is self-centered. People live for themselves, not for a company or a group. We educate employees To be honest, pre-job training that treats the company as home and the collective as a way of deciding personal behavior is brainwashing for young people.”

Zhou Buqi laughed.

I think the criticism is right.

Zhou Shaoning said: "I think the training of young employees should come from the unity of company and personal understanding, so as to maximize the creativity of employees, which is especially important for design and technical talents. If we rely on brainwashing to make employees Once the company is unified, even if it is unified, the thinking will become rigid, and it will be difficult for the technology giants in Silicon Valley to do this. "

"So the operating costs of Silicon Valley giants remain high. This is the most effective and efficient management method that has been proven in practice." Zhou Buqi waved his hand, "I didn't tell you about the company's management strategy. What I'm talking about now is Opportunities for OLED screens!”

Zhou Shaoning said: "Looking at it now, it is difficult for even the most professional people to evaluate the usability of OLED screens. One advantage of LCD screens is that they can be switched between large and small screens at will, which is very friendly to display manufacturers. But OLED screens are not good, they are too thin and weak, and the small screen is just okay. If it is supplied to computers and TVs, the stability will only be worse. For now, this is a very risky track. "

In the past, the display screens of TVs, computers, tablets, and mobile phones were all the same. They were all LCD screens, and they were only differentiated by size.

The more you use, the more mature the technology will be and the lower the cost will be.

The technical characteristics of OLED screens make it difficult to popularize them on large screens.

Even if it is really made, it can only be used on mobile phones.

How much does this cost?

Zhou Buqi said: "It is easier to enter the market because of the high risk! If this track is determined, regardless of what the price of the relevant patents will be, once the market understands it, the EU will also approve the sale of this Class patent?”

"It really is."

Zhou Shaoning nodded.

Nowadays, no one understands OLED. If you buy patents related to OLED screens at this time, you will encounter fewer obstacles and the price will be lower. If this industry really develops in the future, let alone the price becoming higher, I am afraid it will be difficult to buy even at a high price.

Zhou Buqi said: "Now, Samsung is the only one targeting the OLED market, right?"

Zhou Shaoning smiled and said: "That's not true. There are several display manufacturers who also have this intention. However, the only one with real strength is Samsung."

Zhou Buqi waved his hand, "That's right! Samsung is a giant in the display industry and fights with LG every day. Together, Samsung and LG have monopolized the world's LCD panel market! Regardless of Europe or the United States, I believe They don’t want to see the display screen market monopolized by Koreans!” (LCD screen refers to LCD screen. LCD TV refers to LCD screen TV.)

"Um."

"Now, Samsung is integrating this market, but there are no competitors. Isn't it doing whatever it wants? The EU certainly doesn't want to see Samsung dominate, but there is nothing they can do. Even LG doesn't stand up to compete, so no one can. The qualifications are competing with Samsung. If Asda stands up and is placed on the European Union’s decision-making table, who will they prefer? The same goes for the Americans!”

"And America?"

Zhou Shaoning took a deep breath, knowing that boss Zhou's ambitions would be so low, and he would not be satisfied with this start-up OLED screen company in Germany.

Zhou Buqi said: "Now that you have done it, don't miss it. Spend 1 billion US dollars to pave the way for Asda's future strategic stability! No one wants to see a market monopoly. If Samsung is the only one in the market integrating the patent market, No one wants this situation to happen. Isn’t this another Qualcomm? If the OLED screen fails, it’s okay. If it succeeds, it will be a monopolized and lawless situation. At least it will sell the patent to Asda. It can form a competitive relationship and constrain Samsung in this matter. I believe that any agency and regulatory department will be more inclined to Asda! Qualcomm has already bloodbathed Europe, and the EU is definitely not willing to cultivate another Qualcomm. come out."

"Of course..." Zhou Shaoning certainly knows the benefits that entering the market now will bring. "Everything else is easy to say, but the most worrying thing is actually the risk. Maybe Samsung sees Aisda enter the market, and Li Zaiyong wants to I’m so grateful to have you for dinner! You really did him a big favor and helped him share the risk!”

Zhou Buqi laughed and said, "Okay, very good! I have a good relationship with Li Zairong. We are both good friends. How can he be responsible for industry risks alone? I will do him a favor and I will go there when the time comes." I’m in Korea, let him make arrangements for me and treat me well!”