Chapter 302: Be careful! Memory prices have risen

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In Xiao Ming ’s sophomore sophomore ’s exam, which is just over at the end of the second semester, there is a course called financial economics. There is a very practical change in financial economics-it is not necessarily your peers who defeat you. Sui-dream-
Real-life examples of this concept are bloody.
Kang Shuaifu and the same had been fighting in the instant noodle market for decades, but it wasn't each other but the e-commerce takeout that finally snatched their market.
Large and small humans or electric tricycles in the city once shot a lot for soliciting passengers. It is not the tricycles that are stealing their markets, but shared bicycles, shared electric vehicles, and online rental cars.
It is not its peers that beat traditional newspapers, but Weibo, short videos and so on.
These are all examples of economics.
Now this example seems to happen to Samsung.
When Xiao Ming's team was marching toward wearable devices, he was informed that Xia Guo's mobile phone market as a whole had suddenly encountered a serious cost crisis—Samsung's memory sales to Xia Guo must rise collectively, which is not a small increase. .
After the failure of the five tyrants to encircle Pangu Technology for the first time, and after the Pangu l1 lithium battery was produced at the Yangcheng Battery Factory, Samsung's mobile phone business and battery business both suffered severe setbacks.
This has seriously affected Samsung's 2020 annual revenue and profits.
As a giant company that can affect South Korea's gdp, Samsung needs to seek self-protection in the context of a bad international economic situation.
Self-insurance is first of all to increase profits, so price increases.
Samsung ’s memory occupies more than 70% of mobile phone terminals due to its good performance, and it also occupies more than 50% of the market on the p-end. In the mid-to-high-end mobile phone field, this proportion will be better.
Samsung did this one year ago. When the profits of its own group fell, the price increase of memory was unsuccessful.
At the Samsung headquarters in South Korea, senior executives sneered at the incomparable Chinese mobile phone maker.
Manufacturers represented by Warwick are fully implementing the localization of parts and components, but no matter how localized, memory is still dependent on imports.
The function of the memory is to temporarily store data, which is used to exchange cache data with the pu. The requirement is that the number of reads and writes is high, the read and write speed is fast, and the data can be quickly exchanged with the pu.
Xia Guo can produce and manufacture memory, but the technology is far behind Samsung. According to the level of effect memory production, even the most advanced mobile phones will slow down the speed of mobile phones.
A year ago, the price increase of Samsung's memory caused many mobile phone manufacturers to spend a year in vain, and their profits were not as high as those of Samsung's memory.
This time, in order to save itself, to keep year-end revenue and profits, Samsung once again raised prices. Of course, Xia Guo's mobile phone manufacturers were mourned.
Enterprises such as oo and vv, which originally failed in the release of new mobile phones, are now facing a crisis of liquidity and a shortage of new mobile phone memory as soon as memory prices rise.
Under this circumstance, the small-sized charm foot was directly laid down. The old mobile phone could not be sold under the impact of Warwick Xiaomi. The new mobile phone did not dare to produce it because of the memory price increase, because the cost was high. The price is bound to be added, and the mobile phone that originally took the low-cost, pro-people route will increase the price. Who else can buy it?
Then there is the chain reaction of the industry after the rise in Samsung memory prices.
SK Hynix, Micron, etc. have increased their prices. This price increase does not matter, which has caused the rush effect of many buyers. The current mobile phone memory is not only expensive but also out of stock.
Samsung, SK Hynix, and Micron have 98 companies in the mobile phone memory market, and the remaining 2 are occupied by Toyo and Wanwan companies.
Xiaomi and Warwick urgently mobilized. As a giant company of mobile phone 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 + micro-core battery, and the memory price has risen here. How can this be done?
After hard negotiations, although Warwick has maintained future purchase orders, price increases are necessary.
The wealthy Warwick had to subdue, and the price would rise.
Xiaomi is not so fortunate, only holding some future orders, and next year's new mobile phones will reduce production.
And this time the price increase has little effect on brands such as Apple and Sony.
Apple, Samsung and Micron are long-term strategic partners, and the order price between them is not affected by this price increase.
During this time, the mobile phone market is rumbling.
Many South Korean media have reported on the rise in Samsung mobile phone memory prices, with a hint of pride and excitement.
"South Korea Daily": Samsung's mobile phone market trembled as Samsung memory prices rose.
"Peninsula Technology": Let the world know who is the technology overlord! Warwick, Xiaomi and many other Xia Guo companies accepted Samsung's price increase conditions.
kbs TV also broadcast a special interview program at 8 pm local time ~ EbookFREE.me ~ to discuss in time the trend of the technology market and the background of Samsung's memory price increase, as well as the future mobile phone market influences.
Park Tae-ming, a professor of economics at Seoul University invited by kbs, said: "Everyone knows that Pangu Technology has a lot of actions, including the development and production of chips, the conceptual launch of micro-nuclear batteries, etc. These technologies are indeed important for the mobile phone terminal market. Tired of coping, Pangu Technology successively dragged down Apple, Microsoft, Google, etc., which almost resolved the further blockade of five technology companies against Pangu Technology. "
Speaking of this, Professor Park Tae-ming's pride is eloquent. He said, "During this period, although our powerful Samsung company did not participate in the Five-Ball Alliance, we maintained good relations with companies such as Apple. , Samsung has not always done much. "
Park Tae-ming turned on the pride mode, "This is not because we are afraid of Pangu Technology or afraid of offending Apple, but because our great Samsung has enough hole cards to deal with the market."
"My battery! Although micro-core batteries have been introduced conceptually, there is still a period of time before market applications. During this period, many Xia country mobile phone manufacturers still purchase Samsung mobile phone batteries."
"The most powerful thing is our Samsung's mobile phone memory, occupying more than 70 markets. Warwick is so arrogant, and we have to purchase our Samsung's memory, because our quality is first-class in the world, and the price is the highest in the world."
"Now, Samsung sees that the time is ripe, so it will raise prices. This is to tell the global mobile phone technology industry. Samsung is the real big man. You Pangu Technology, Apple, Google, and everyone, everyone. You do n’t have to do too much, otherwise everyone will have a hard time. "