Rebirth 99 to become a car giant.
Chapter 960: If you are strong enough, your opponent will bark helplessly (page 13)
"Mr. Cao, the main market for the semiconductor components we export is Polar Bear. Whether it is various chips or memory, Polar Bear occupies more than 40% of the market share."
"The rest are the Southeast Asian and European markets, which account for another 40% of our market share, and other markets occupy about 20% of the market in scattered pieces."
"The anti-dumping investigation conducted by the United States in conjunction with several other places will not have a significant impact on our chip exports."
Because of the anti-dumping investigation, Hu Yingang had the opportunity to personally report the situation of Yingang Trade to Cao Yang.
Naturally, Zhang Jing from Nanshan Semiconductor also attended the report meeting.
"Isn't Europe also involved in the anti-dumping investigation?"
Cao Yang can fully understand that the polar bear market is not affected.
The relationship between there and the United States is currently tense.
Not to mention helping to ban Nanshan Semiconductor, the more America suppresses Nanshan Semiconductor, the more likely the polar bear will support it.
"The semiconductor components we export to Europe are mainly high-end automotive-grade chips, which are already very valuable."
"These chips are imported from Europe because local manufacturers are unable to produce them."
"If anti-dumping duties are imposed on these chips, they will still have to import them from us in the end, but the cost will be much higher."
"I don't think the Germans and French would do something like this."
"Even if it really happened, it would basically have no impact on us."
"After all, even if the cost of a car increases by a few hundred dollars, it may not be reflected in the selling price."
"Even if it is reflected in the selling price, it may not affect the sales volume of the whole vehicle."
After Hu Yingang's explanation, Cao Yang roughly understood it.
If the chips exported to Europe are all high-end chips, then there is really no need to worry too much.
No matter what kind of anti-dumping investigation it is, it is often not aimed at high-end products.
When have you ever seen a country conduct an anti-dumping investigation on luxury goods?
You will only be investigated if you have a large enough quantity and everyone can produce it, but you have messed up my domestic industry by taking advantage of your price advantage.
This time, the United States joined forces with several countries to hastily launch an anti-dumping investigation, which was more of a case of much ado about nothing.
To a certain extent, it is also a precautionary measure to avoid a sharp increase in export sales of Nanshan Semiconductor.
"Mr. Cao, my view is similar to Mr. Hu's. The actual damage to us caused by this anti-dumping investigation is relatively limited."
"As long as we are strong enough, our opponents can only bark helplessly."
"I am not a listed company either, so I don't need to worry that these rumors will cause the stock price to fall."
Zhang Jing added his own opinion.
Obviously, he is not worried about the anti-dumping investigation.
China's semiconductor industry has developed to the point where it can no longer cause panic if others simply suppress it.
More than 90% of Nanshan Semiconductor's sales are achieved in China. Even if less than 10% of its export share disappears completely, it will not cause any serious damage.
Moreover, judging from the current situation, the export share will not be affected too much at all.
"Yes, now Nanshan Semiconductor has taken the lead in developing a 7-nanometer process chip, which is a representative of advanced technology in the industry."
"Who knows, our export volume may reach a higher level in the next step."
Hu Yingang and Zhang Jing were talking to each other, and it was obvious that neither of them took this anti-dumping investigation seriously.
"Since we don't have to worry about the impact of this anti-dumping investigation, the prices of chips exported to Europe that other semiconductor manufacturers cannot produce will be increased by 30% starting next month."
"The reason is that due to the anti-dumping investigation, the company's production and operation have deteriorated, and the amortization costs of various equipment have increased, so the price has to be raised."
As soon as Cao Yang said this, Hu Yingang and Zhang Kyoto were stunned.
Should we raise prices for customers in the European market at this time?
If you do this, won’t the other party be mad at you?
"Boss Cao, will this force the other party to switch out our chips?"
Hu Yingang said a little worriedly.
After all, semiconductor companies such as Infineon, NXP, and Texas Instruments all produce a large number of automotive-grade chips.
People don't necessarily have to use Nanshan Semiconductor's products.
"Automotive-grade chip certification takes time, not to mention whether other manufacturers have similar chips that can be used."
"Even if there is, according to the practices of car companies such as Volkswagen and BMW, it will take at least a year or two to complete the certification."
"The chip ordering cycle is usually about half a year, and they dare not not order until they are sure that there are alternative products available."
"By the time they find alternative products, our new generation of high-performance smart cockpit chips and other products will be on the market."
"Unless BMW doesn't want to use the most advanced chips in the industry, they will have to buy them from us."
After Cao Yang said this, Zhang Jing and Hu Yingang couldn't help but nodded.
As long as Nanshan Semiconductor's products can be guaranteed to always be ahead of the industry, it will have a say.
Especially in the field of smart cockpit and autonomous driving, high-end automotive-grade chips are the advantages of Nanshan Semiconductor.
Other chip manufacturers, such as Intel, Samsung and TSMC, which have relatively advanced technology, have either just started to get involved in this field or have not developed this market at all. TSMC only does foundry work and will not take the initiative to do it.
Therefore, it is very likely that Nanshan Semiconductor will continue to maintain its advantages in automotive-grade chips.
After all, we are already leading the industry, so it would not be surprising if we continue to lead.
"It's okay to give it a try, and let those people know that we, Nanshan Semiconductor, are not so easy to control."
Zhang Jing felt that what Cao Yang said made sense.
You are obviously technologically advanced, so why do you ask others to live the same miserable life?
It also makes those customers feel aggrieved.
Nanshan Semiconductor also wants to try to turn Party B into Party A.
Therefore, even though the profits of high-end chips are already considerable, it seems possible to continue to increase prices.
Anyway, high-end products are never priced based on cost.
This is even more true for scarce products.
Nanshan Semiconductor already has its own internal countermeasures and will implement them soon.
But some other companies were unaware of the situation and thought that Nanshan Semiconductor was going to be in trouble this time.
"Mr. Wang, Nanshan Semiconductor has been targeted again this time. I estimate that their sales will be greatly affected in the future."
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