Chapter 2944: Don’t put all your eggs in one basket

Zhou Buqi also noticed Fu Sheng's fear, which was actually not surprising at all.

The display industry is not an ordinary low-end manufacturing industry.

It's not as easy as assembling a color TV, refrigerator, mobile phone, computer, router, etc.

This is pure high-end manufacturing!

Fortunately, the display industry is not related to the military industry. There is no difference between low-end or high-end screens for military products. Therefore, in the process of export licensing and patent authorization of some key equipment, there are not so big restrictions between countries. This gives The rise of the domestic display industry has left a hole.

If you want to manufacture a display screen, you must have a coating machine.

The so-called coating machine is just like a photolithography machine required to produce chips.

The difference is that the chip industry is closely related to the military industry and is related to certain national security, so the sales of photolithography machines are strictly restricted. Coating machines are different. In a pure market economy, anyone can buy them.

Samsung can buy it, LG can buy it, and domestic display manufacturers can also buy it.

If coating machines are subject to strict sales controls internationally like photolithography machines, then Zhou Buqi’s idea of ​​​​the display industry is basically wishful thinking, which is not something that a businessman can promote.

But since there is no limit to the coating machine.

Then the domestic display industry will have the opportunity to rise strongly.

Let’s look at the next era of LCD screens!

Samsung is eyeing OLED screens.

hey-hey!

What a coincidence!

Zhou Buqi smiled and said: "It's not what you think. The scale of the display industry is too big, and my energy is limited. It is impossible to end it personally. If you mess around in a daze, you can't be the opponent of Samsung and LG. Just Don’t cause any trouble to our domestic colleagues.”

Fu Sheng breathed a sigh of relief and asked, "Then you are?"

Zhou Buqi said: "If we don't stop making displays, we might as well hold some core intellectual property rights to ensure that even if we don't make displays, we can still have high-quality display supply guarantees."

Fu Sheng suddenly realized: "Want to buy some OLED screen patents?"

"Yes." Because he was afraid that he would not understand, Zhou Buqi explained a little more: "High-end mobile phone screens are a seller's market, and demand exceeds supply. Aster's Aster series is a high-end phone, and it is very good to cooperate with Samsung now. , but in fact, the current smartphone industry is still in an era of chaos. This is an incremental market. In the future, the market will be saturated and growth will stop. If you want to get more sales, you will have to grab territory from others. .At that time, it will be the real battle between Samsung and Asda.”

In the past few years, due to the impact of Samsung, Asda's Aster series has lost less and less market share in high-end mobile phones.

However, sales are increasing.

It's because this is an incremental market that is growing very fast.

Once the growth stops in the future, both Samsung and Asda still want to maintain high growth... Then they have no choice but to seize each other's market. At that time, they will be facing each other. Once it gets jealous, Samsung will most likely limit the performance of Aster on high-end mobile phone screens.

Let alone Asda, by that time, even Apple will be choked by Samsung.

The iPhones at that time were no longer all Samsung screens, but also mixed with many LG and BOE screens. What kind of screen consumers can buy depends on luck. The screens of these three companies are really qualitatively different. (Domestic iPhones mainly have LG and BOE screens, with a small amount of Samsung screens. Most iPhones abroad have Samsung screens, a small amount of LG screens, and no BOE screens.)

Apple is extremely strong in color and pixel processing.

However, no matter how powerful the technology is, it still needs a screen to display it.

Only Samsung's screens can express Apple's color gamut width, color saturation, resolution and pixel fineness, and can reflect the power of Apple's technology. The screens of LG and BOE are not good, and they cannot fully demonstrate Apple's advantages in color and imaging.

In other words, in terms of color presentation, Samsung screen \u003e Apple \u003e LG screen \u003e BOE screen.

This means that the iPhone's top picture quality is limited by the screen.

When many people buy mobile phones in China, they will find that the picture quality and color of many domestic high-end Android phones are similar to those of iPhones. They don’t think iPhone technology is that good. They even think that domestic mobile phones are far ahead and Apple is lagging behind in all aspects.

In fact, the iPhone is stuck by Samsung. In such a seller's market, there are not so many high-end displays.

No matter how good Apple’s technology is, it is still limited by the screen.

It's like a doctoral student and a middle school student taking a middle school student test paper.

Doctoral students scored 100 points, and middle school students scored 99 points.

At first glance, the two appear to be on equal footing.

In fact, a doctoral student gets 100 points because the test paper only has 100 points; a junior high school student gets 99 points because his strength is only 99 points.

Now, Asda has made great progress in color, imaging, and mobile phone audio technology.

Because there is Boss Zhou behind him!

And Boss Zhou owns a company that is the founder of this field - Lucasfilm!

This means that Astar will only become stronger and stronger in the fields of color, imaging, audio and video processing in the future, and can surpass all Android phones and even compete with iPhone. If it has such a good technical level, but is limited by the screen and cannot be used... it would be a pity.

So Zhou Buqi must have some "handles" on Samsung in his hands!

You have a gun, I don't have a gun, so even if we cooperate, I will be humble; you have a gun, I also have a gun, in order to avoid the gun from firing accidentally, both parties can sit at the negotiation table and start equal cooperation in a friendly manner.

Fu Sheng understood it and felt a little strange, "For the strategic balance of Astar, so you have to take the lead in making a bet and bet on the OLED track?"

Zhou Buqi smiled and said, "Yes."

"Then it should be Astar who comes forward!"

"There will be action, but Astar is now mainly busy with European business, and also needs to acquire some patents in other fields. Now time waits for no one. While the direction of OLED screens has not been determined, enter the market when the risk is the greatest, it will be easier to sweep the goods and the cost will be lower."

"In the US market?"

Fu Sheng laughed dumbly.

This is indeed the style of Boss Zhou.

Others are afraid of risks and are "wait and see" to make a move when the risk is small. Boss Zhou is different. He always looks for the time when the risk is the greatest to enter the market, so that he can get more benefits at a lower cost.

Zhou Buqi said: "Yes, the manufacturing and production of display screens are the strongest in South Korea. But in terms of technological innovation and research and development, it has to be Europe and the United States. If you have time, you can pay attention to this market, learn about the situation of OLED screens, and find some good intellectual property rights."

Fu Sheng smiled, "Buy it?"

"Of course."

"Then I'll contact Esda..."

"Not for the time being."

Zhou Buqi rejected the proposal.

"Ah?"

Fu Sheng was a little puzzled.

Zhou Buqi hesitated for a moment and said frankly: "I told Zhou Shaoning about this idea, but he may not be able to do it, at least he won't take it too seriously. He may not agree with the strategic direction of the display industry's intellectual property."

"No way?" Fu Sheng opened his eyes wide, incredulous, "He doesn't believe in your judgment?"

Zhou Buqi said: "Even if he believes, he may not give everything. After all, he is... He is different from our small circle. He was parachuted in, has his own ideas, and doesn't want Estar to take too much risk."

"Damn!"

Fu Sheng was somewhat dissatisfied.

Zhou Buqi smiled and said, "Zhou Shaoning is already in his 40s or 50s, and he's at an age where he needs stability. He's nothing like us, who are always in a rush and only want to seek wealth and fame through risk. Look at He Yang, he's the same, he's at that age. When we're all in our 40s, who's willing to rush forward?"

Fu Sheng nodded, "Then avoid Astar?"

Zhou Buqi said, "It's better to differentiate Astar's domestic companies. So, you can register a patent company in the United States, and then trade the intellectual property rights of OLED screens in the name of this patent company. Don't put all your eggs in one basket."