It should be the United States and Neon (the overlords), and the downstream ones are South Korea, Taiwan, and China (Mainland China, with the lowest share)... In the first echelon of components, they are almost divided by developed countries, but Neon’s dominance of passive components has swept the world
Neon’s power lies in passive components, which are upstream components (at the component supplier level), system equipment, semiconductor materials... these three things Neon masters All items have a common characteristic, that is, "technically difficult", and among them, passive components are the most in demand
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In the impression of ordinary consumers, they should be South Korea and Taiwan, but in fact they are at the bottom. Although huge companies have formed a competitive advantage due to their scale and generated enviable huge profits, to put it bluntly, "people with money are stupid"... South Korea and Taiwan are not irreplaceable. , they have the advantage that as long as they are willing to burn money, they can catch up in a few years. The rise of Korean semiconductors is caused by Zhengfu's burning money. He used price wars to squeeze out competitors, then monopolized the market, and then used the monopoly advantage to manipulate the market to obtain huge profits. Typical The representative company is Samsung Group... Of course, South Korea and Taiwan also have passive component companies, but they are insignificant. Of course, Taiwan is far stronger than South Korea in terms of components. Taiwan has Yageo, Huaxinco, Lizhi, Feiyuan, Chilisin, and Meile. Waiting for dozens of component companies
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Many people now talk about the decline of neon in the semiconductor industry, but they fail to see that the United States, Britain and Japan are the real overlords behind it
When many articles talk about the behavior of semiconductors, they directly skip the layer of electronic components. The result is a neon blank, with only a few companies with considerable market shares, and only one or two items. The situation of domination
The architectural design and core patents of the United States and the United Kingdom are indeed extremely powerful (ordinary consumers basically cannot feel it at all, and will not care)
But neon is also a passive component , system equipment, semiconductor materials, and industrial robots, second only to the United States and the United Kingdom, they also control the upstream industry (I don’t know about other developed countries, but almost all of them are European and American countries in the first echelon). In other words, the neon industry belongs to "technology" Intensive "upstream industry"... We definitely know that there is a photolithography machine product called ASML, which belongs to the Netherlands... Speaking of system equipment, Neon has more than 45% of the market share in key system equipment
South Korea’s Samsung, SK Hynix, LG, Hyundai and other companies are strong because of their scale and market share. They have won the market through price competition through government support, and then manipulated prices to gain huge profits. This is a typical practice of Korean companies, but South Korea The real technological innovation capabilities of enterprises are not strong, and are even far inferior to those of Taiwanese enterprises... Market share does not represent technological innovation capabilities. There are many ways to obtain the market through unfair competition. South Korea is a typical official intervention, and ASML was through investment back then. The binding method of merchants and customers creates unfair competition to seize the market and defeat Neon Enterprises. Of course, there are many other ways to form unfair competition and trade barriers. This issue will not be discussed here... ... Of course, we also There is no reason to blame South Korea. The phenomenon of concentrated money burning by companies in other countries is even crazier than South Korea...?
South Korean companies seem to be strong, but their actual destiny is completely controlled by other countries. Moon Jae-in’s hatred of Japan is so obvious. It is very likely to shake the support of Japanese companies to Korean companies...?
The same is true for foreign companies, such as Huawei, which is now in full swing. It is touted by many I-pot thieves as a representative company of "I-pot". In fact, Behind Huawei are European, American, Japanese, Korean and Taiwanese companies supporting... Huawei has 150 suppliers, of which 92 are core suppliers (today’s news: “92 suppliers ride on the coattails of Huawei”: China’s 5G industry chain has advanced to the world’s No. Among the 92 suppliers, there are 33 American companies, 11 Japanese companies, 10 Taiwanese companies, 4 German companies, 2 each from Switzerland, South Korea and Hong Kong, and 1 each from the Netherlands, France and Singapore. … When it comes to smartphone communication equipment, we have to mention Britain’s ARM (the IP hegemon in the semiconductor field, 25% of the shares can attract Saudi Arabia, Apple, etc. to establish the Vision Fund)… … … … So who will become stronger when Huawei happiest, i think
It’s the United States. Look at 33 American companies such as INTEL, Qualcomm, Micron, Xilinx, Marvell, Analog Devices, and Molex. It’s hard to think that the United States is not happy. The second one should be Neon. After all, Fujitsu and Hirose , Murata, Sony, Toshiba Storage, Sumicem and other neon companies also occupy 11 companies
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Many friends are smart enough to defeat even the country's sales and sweep the world. But I believe there are many people who know that our country’s smartphones have suffered losses for nearly ten years before they get a cup of soup. It’s so pitiful! Today's profits are still pitifully small, but Japanese companies, which are looked down upon by many people, are counting money every day (the same profit is second only to the United States, beating South Korea and Taiwan)
Some friends said Yes, because the products of Chinese companies are kind and cost-effective. I think this kind of friends have not understood the reason at all.
The products are cost-effective, but the market share is still high? A huge market share can still be exchanged for huge net profits, but that’s not the problem
What did Lao Luo say? The so-called "black technology" are actually solutions provided by upstream suppliers, and mobile phone manufacturers are just solution integrators.
This is the truth about the low profits of China’s smartphone industry (profits are taken away by upstream suppliers), so why are Huawei’s profits so much higher? Because Huawei's main business is communication equipment, and how good Huawei's mobile phones are, it's whether Huawei's communication equipment business is strong or not that matters... Why is Samsung so strong? Because Samsung is the overlord of DRAM, NAND, and OLED mobile phone panels
In recent years, there have always been many people who have been criticizing Sony, saying that Sony has many black technologies but does not make money, and that Sony is going to go bankrupt. I really don’t understand how it was concluded that black technology does not make money, and how it was concluded that Sony is going to go bankrupt. Many friends say that Sony’s real core technology is wrong, right? The real power of Sony lies in its "image processing technology" (image processing algorithm). Sony's business seems very complicated, and now it says that "entertainment assets are the priority". In fact, Sony's core has never changed. What has changed is only Profit methods, Sony's CMOS, Sony X1 chip, Sony camera, Sony video camera, Sony projector, Sony TV, Sony mobile phone, Sony game console, etc., if you look around, they are actually inseparable from "Sony image processing technology". Then to have images, there needs to be sound, so there are Sony speakers and Sony Audio. With hardware, there needs to be related services, so there are Sony Pictures, Sony Music, Sony Games... It has gone in a big circle, and the result is hardware As a result, both products and entertainment assets cannot avoid "image processing technology"... Sony's path has actually not changed at all. They keep saying that this one surpasses Sony in image processing technology, and that one surpasses it in CMOS. Sony, this is impossible, because Sony specializes in this. If Sony loses in this regard, then Sony will really be finished. All Sony’s derivative products and entertainment assets are based on “image processing technology” Yes, no one can burn money better than Sony in this regard... As for Sony's mobile phone, although it is a pity, it is not actually the core. Of course, if the mobile phone business becomes popular, it will become Sony's second choice in addition to games, film and television, music, and finance. Sony is naturally very concerned about the five most profitable businesses, but even if it fails, it will not shake Sony's foundation... Sony's gameplay is that core things are used to burn money, and derivative things are used to make money. How about this gameplay? It seems like they are imitating what "Jobs" did. What is Apple's real core? It is the programming language, operating system, system framework and tools, CPU architecture design, and then derives APPSTORE, ICLOUD, core applications independently developed by Apple, etc., and then the most successful products are IPHONE, IPAD, MACBOOK and other products... The core things It will not be oriented to consumers...
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In fact, except for the shameless companies that monopolize and manipulate prices (such as Samsung), most companies It's quite authentic
How much of the technological content of your product accounts for, how much profit will you make
In other words
The greater the technological innovation capability of a company, The stronger it is, the more it contributes to society, so in the end, the more profits it will share (another one, through monopolizing the market (having absolute market share, for example, South Korea's Samsung SK Hynix's DRAM accounts for 70% of the global market, When the market share of these two companies reached as high as 87.3 (from the second half of 2016 to the beginning of 2018, plus the market share of the three Micron companies as high as 96), the price increased by 130 in a short period of time, typical of unscrupulous companies that manipulate prices)