Chapter 1401 We want a win-win situation

   Hearing this, Li Zairong showed a smile on his face. He thought that Xia Jingxing would choose to be tough to the end, but he did not expect to admit it so quickly.

   As a Wall Street tycoon, Internet tycoon, and technology tycoon, what if you are a three-material tycoon? In the face of a powerful Samsung, you still have to bow your head honestly.

   This is the power of Samsung, and no one or company in the world can completely ignore Samsung’s influence.

   As for China, which has poor technological soil, it is not to mention that the interruption of the supply of chips alone can put countless Chinese companies into operational difficulties.

   But unless it is a last resort, Samsung will not resort to this big killer. Although the damage to the enemy is high, it also hurts itself and affects its own business reputation.

   Inciting but not firing is the most correct way to use force.

  Li Zairong said indifferently: "Since Mr. Xia, you mentioned that Envision Capital's investment in the LCD panel industry is a financial investment, then it is natural to pursue financial returns?"

   Seeing Xia Jingxing smiling but not saying a word, Li Zairong continued to describe his plan: "Why not sell the equity of these projects held by Vision Capital to Samsung Electronics? We will definitely provide a price that will satisfy you.

   In addition, when Samsung Electronics becomes the new shareholder of these LCD panel factories, we can provide advanced technology and manufacturing processes, and we can also list these factories in Samsung's global supplier list.

  Funds, technology, orders, these things, we can provide all of them.

  Why does Envision Capital end up doing all this hard work? Is it because you are worried that Samsung will not provide you with the best quality products? "

  Xia Jingxing laughed dumbly, "The price of the best quality products is a bit expensive, I'm afraid we can't afford them."

Li Zairong heard that this was satirizing the fact that foreign LCD panel manufacturers led by Samsung collectively raised prices to Chinese downstream enterprises some time ago, and his expression did not change: "At this moment, now China has a number of 8.5-generation lines, basically There is no need to import LCD panels anymore.”

   Xia Jingxing showed a sarcasm on the corner of his mouth, "But if you sell the equity to you, it is equivalent to importing."

  Li Zairong retorted: "Envision Capital does not hold a lot of equity. Even if Samsung acquires it, it cannot dominate and control these industries."

   "Since you can't dominate and control the industry, why are you buying these shares? Learn from Envision Capital to make financial investments?"

   Although Xia Jingxing made up his mind not to intensify the conflict, it didn't mean that he had to hold the stick, and he had to fight.

  The stick, like the book, is fearful but not virtuous.

  You back down a little and they will see you as weak.

   Seeing that Xia Jingxing's voice suddenly became stronger again, Li Zairong couldn't help frowning.

   He was a little uncertain about Xia Jingxing's true attitude and bottom line. Let's see what the other party meant. He didn't want to go to war with Samsung, and he didn't want to give up the panel industry in his hands.

   Do you just want to have a taste of it, occupy a certain panel market share, master certain technologies, and meet the basic requirements of self-sufficiency?

   But the production capacity of BOE’s 7 production lines at full capacity has far exceeded the needs of the rejuvenated industry, and will eventually be exported.

   The same is true for Samsung. Samsung Electronics' procurement demand only accounts for a small part of the production capacity of panel subsidiary SDI. The development of the company cannot rely solely on the internal production and sales system cycle.

  Xia Jingxing glanced at Li Zairong who was thinking, and after contacting him, he felt that this guy should be a little stronger than the other second ancestor, Li Yikai, but his strength was limited and he could still be fooled.

  Since he can fool around, then he is welcome.

   "Mr. Li, you have worked in Samsung Electronics for many years, and you should be very aware of the current global panel industry pattern."

  Li Zairong raised his head and found that Xia Jingxing was looking at him with a serious face, he nodded and said, "Of course it is clear."

   "Okay, then I won't introduce too much. Let me analyze it for you from another angle."

  Xia Jingxing stretched out a palm, "Now Samsung SDI and LGD each occupy about 24% of the market share, the two of you take turns taking the lead in the industry, which can be regarded as this thumb.

  The third place in the industry is AUO, which occupies about 18% of the market share. It can be regarded as this index finger.

   The fourth in the industry is Chi Mei, which occupies about 14% of the market share, which can be regarded as the middle finger.

   Now that Innolux has acquired Tongbao, it is said that it will also acquire Chimei. If the three panel manufacturers successfully complete the merger, they may surpass AUO and reach 19% market share.

   In short, both AUO and Chi Mei are the **** closest to the thumb. "

  Li Zairong asked with a smile, "What about BOE? Ring finger or little finger?"

   "The ring finger is Sharp, the only Japanese panel company with a 6% market share, almost self-produced and sold.

   As for BOE, it is not even the little finger at present, it belongs to the "other" in the pie chart, and is working hard to become the little finger. "

  Li Zairong laughed, thinking that Xia Jingxing's metaphor was very vivid, and said, "Mr. Xia's words are not true. After all four panel production lines of BOE are put into production, at least it can become the little finger, or even the index finger."

  Xia Jingxing shook his head repeatedly, "While we are working hard, no one else is idle.

  You should have heard that Yizhou panel companies are "landing and building factories" on a large scale. "

  Li Zairong nodded lightly, the secretary's office reported the news long ago, and gave analysis and countermeasures at the same time.

   The days of lying down and earning money from mainlanders are over, and what follows is the most brutal hand-to-hand combat.

   The mainland enterprises and the Yizhou enterprises are the mortal enemies of their great state-owned enterprises.

   In the past, his father once said, "I can make it impossible to sell a single LCD panel in mainland China", but mainland companies didn't even dare to say a word.

   is no longer possible. They can only adapt to the changes of the times. They can only bow their proud heads and build factories here.

  Xia Jingxing observed his words and knew that Li Zairong had heard his words, so he hit the railroad while it was hot: "Fortune has a huge foundry business, and these foundry customers overlap greatly with Innolux's downstream customers.

   Relying on this industrial advantage, Futukang can provide one-stop service from panel procurement to assembly.

   If they acquire AUO, it is unimaginable how much market share they will occupy, 37% or 40%? "

   Hearing this, Li Zairong's face became very serious, he felt that Xia Jingxing was diverting his attention, so he replied, "Mr. Xia's words are a little alarmist, right?"

  Xia Jingxing sneered, "You can ask the secretary's office to collect Yizhou's business intelligence, Yizhou's economic department intends to promote the merger of Chi Mei and AUO to enhance the competitiveness of Yizhou's panel enterprises.

The    document also highlighted that to seriously deal with the challenge of Samsung and LG's continuous erosion of Yizhou's panel market share, Yizhou enterprises can no longer be scattered, and they must squeeze all their strengths into one fist and fight them out.

  Compared with your two companies, the capital strength of Yizhou enterprises is much weaker.

   And panel is precisely a capital-intensive industry, how do you think they will choose? "

  Li Zairong didn't say a word, his eyebrows were almost twisted together. He was thinking about how much threat it would pose to Samsung after the unification of Yizhou's panel enterprises.

  Compared with Backlang BOE, it seems that the former Langyi state-owned enterprises are more threatening.

   After a while, he raised his head to look at Xia Jingxing, and found that the latter was looking at him with a smile, his heart moved, and he asked, "Mr. Xia, what is your purpose for telling me this?"

   "I think our two companies can strengthen cooperation and target Yizhou enterprises, and even... LG."

  Li Zai Rong's mouth grew up and looked at Xia Jingxing in surprise.

  Xia Jingxing smiled and said, "As you said, you must learn to keep pace with the times.

  During the Warring States Period in China, alliances and divisions between countries were the norm.

   Now that Samsung owns the downstream industry, and we also have the downstream industry, we should work together to clean up the others.

  When the vacated market becomes big enough, what is there to dispute?

  Our pattern must be enlarged, and a win-win situation is the best.

  Mr. Li, don't you want to monopolize the panel market 100%? "

   Good guy, Li Zairong didn't dare to even say that a hat so big flew over.

  Xia Jingxing said with a smile: "We have a very good foundation for cooperation, for example, we purchase your chips, and you use our mobile phone operating system.

   Everyone is fighting back and forth, not just for the word "profit".

   For a solution that is profitable for both of us, that is the real good solution. "

Lin Bing and Zhou Guangping looked at Li Zairong who kept nodding, but did not laugh at each other in their hearts, because Xia Jingxing even made them lame together, feeling like working with Samsung... It seems really good, at least in the short term, the advantages outweigh the disadvantages .

   First join forces to kill the weakest Yizhou company, and then we all compete.

   "Mr. Xia, I will convey these opinions to my father word by word, and his old man will decide it himself."

   "Okay, President Li is the most admired entrepreneur in my life, and I believe he will make a choice that is beneficial to both of us.

  When Mr. Li returns to China, please say hello to your father on my behalf. Next time I go to Bangguo, I will definitely visit! "

   "Okay, welcome Mr. Xia to Bangguo as a guest, we will definitely welcome you."

  …

   (end of this chapter)