Chapter 421 The wind is light and the clouds are light
Liao Yuancheng told Zhou Liwen with some confusion that he found a strange problem when contacting various OEM factories. According to the past years of the mobile phone OEM business, it is generally good that OEM factories can get a 70-dollar order of capacity saturation every year, and some OEM factories may not even reach this number. Therefore, from the perspective of capacity saturation, there are usually 3% or even 40 idles.
But this year it is a bit strange that the order quantity of these large OEM factories has basically reached saturation, with the highest being even more than 3, and from the signing time of OEM contracts, they are almost all from the same period. From the perspective of overall sales growth of smartphones around the world, the growth rate has not reached a sharp increase.
"You mean that these are related to Lao Sha's accident?" Zhou Liwen asked seriously.
Liao Yuancheng thought about it and shook his head: "This is not certain, but there is a possibility. But what's strange is who can do this? Aren't they afraid that the mobile phones they produce cannot be sold? This is simply killing one thousand enemies and losing 800 to yourself. Besides, the other party is not a company, but several mobile phone manufacturers."
Zhou Liwen was silent immediately. Liao Yuancheng was right. Increase orders and absorbing all production capacity is simply a strategy that is not worth the loss. Although the smartphone market is large and has been growing over the years, the entire market is still saturated, because the simplest point is that the population of the whole world is a fixed number, and then it has to be included in the region, per capita income and so on.
In this case, it is absolutely impossible to increase the output endlessly. No businessman in the world would do this unless he is an idiot. A smartphone does not sell rice, but even if grains like rice are still unsalable, Zhou Liwen wondered if this was a coincidence, or if he was too sensitive? But when he asked Liao Yuancheng to summarize several companies that increased OEM and got the list, Zhou Liwen was a little skeptical about his previous judgment.
Samsung and HT also have several emerging domestic brand mobile phones.
Zhou Liwen saw this list and was a little dazed for a moment because he found that it was related to both Samsung and HT TV and the United Technology, which means that he had business cooperation with Cai Mingjie.
Taiwan Lianji is now an OEM company of a certain scale. After the competition with Zhou Liwen failed, Cai Mingjie first continued to build a counterfeit mobile phone and rekindled the situation by using OEM. Then, by cooperating with Samsung, HTC and other companies, it gradually began to grow and form its current scale.
In other words, Taiwan Lianji is a downstream company of Samsung and HTC. Without the support of Samsung and HTC, Cai Mingjie would not have turned around. Coincidentally, these two companies are the leading mobile phone manufacturers that have increased OEM production this time. Is there any trick in this?
In order to confirm his speculation, Zhou Liwen quickly sent someone to continue investigating the OEM factories that rejected him. A few days later, the detailed investigation results were placed on his desk. When he saw this thing, Zhou Liwen was first surprised, and then a fire emerged from his heart.
"A group of bastards" Zhou Liwen cursed. He never expected that the guess was actually the fact. The real thing was not Cai Mingjie. Cai Mingjie was like Zhang Wei. To put it bluntly, he was a puppet, or one of the pieces. The reasons behind it were Samsung and HT because of the very simple reasons. Although the OEM factories clearly replied that their production capacity this year was full, in fact, the capacity was not as they said. From the inside of the specific factory, it showed that although the production capacity of several large OEM factories was slightly more than in previous years, they could still take about 3% of the room to produce OEM for Zhou Liwen's Or Company.
However, without exception, these foundries all rejected Zhou Liwen's olive branches for the same reason, because according to internal insiders, if they accept Zhou Liwen's orders, these foundries will lose their stable foundry business next year. Faced with such a threat, no foundry will take such risks.
Some people may say, can't the bosses of these OEMs directly cooperate with Zhou Liwen for a long time? This is the reason, but who can actually guarantee it? You must know that the cooperation between Sha Zihao's OEM and Or Company is not a secret in the industry. All OEMs bosses know the relationship between them. Or Company itself has such a large OEM. Will it abandon it and directly turn to cooperate with itself?
That's right, there is something wrong with Sha Zihao's OEM factory now. Or company needs to find new partners. The profit is very favorable according to the OEM price given. But this is just a temporary business, not a long-term cooperative business. The ratio of watermelon to sesame is well known to everyone. Smart bosses will never throw away the watermelon in their hands for the sesame seeds in front of them.
They know very well that when Sha Zihao's OEM factory resumes production, Or will definitely turn the business back next. At that time, the bamboo basket will be useless, not only will it lose Or's business, but it will even lose its original partners. Who will do this?
The angry Zhou Liwen even had the urge to lift the table off. If he could not see that the mastermind behind this is Samsung and HTC, Zhou Liwen would not have come to this point today. As for why these two companies are like this, Zhou Liwen vaguely guessed something, especially Samsung, after cooperating with Zhou Liwen, it took a very fast approach and has now become the second among the top major smartphone brands, second only to the leading Or company.
At present, the second largest leader in the world's smartphone industry is Samsung. HTE has a basically equal market share, and the two are fiercely competing for the third place. Although HTC has an advantage in terms of style and model, Apple has a strong momentum from the perspective of sales concepts and brands. In addition to these four companies, there are also brands such as BlackBerry, Nokia, Toshiba, TCL, Lenovo, and Huawei competing for power. But these brands have their own weaknesses, and BlackBerry mobile phone sales
The area is narrow and the business atmosphere is too strong. Nokia is sunset, and she is reluctant to let go with the Saipan system. Japanese brands such as Toshiba are more refined, but not very practical, and the price is too high. TCL focuses on the mid- and low-end markets and lacks high-end models. As for the last two, they have not entered the smartphone market for a long time and are still expanding. They are still unable to compete with the first few, but in the long run, there is still something to do, but it is still difficult to enter the top three.
Judging from the current situation, Or has become the target of public criticism, especially Samsung and HTC, which occupy the second and third place. They hope that Or will fall from its dominance like Nokia back then, thus losing the light that shrouded it.
What's more, Zhou Liwen and Samsung have business cooperation in smartphones, especially the touch screen of smartphones is still provided by Samsung. Samsung can easily understand the development progress of Or mobile phones from Or's orders.
Besides, although Or mobile phones are strictly confidential in terms of structure and application, their release plan, or the time of launch of new products, is not too strict. With the channels of Samsung and even HTC, it is easy to find out. Just like Or, they also know the rough development progress and release time of new mobile phones from mobile phone manufacturers such as Samsung. Of course, in addition to HTC, the new mobile phones of HTC are updated too quickly, and they don’t know what the other party thinks. A new model will be launched every two or three months. Some new models and old models are just different in the case shape, or some changes have been made in the system. This has led to more than a dozen types of HTC smartphones in the market, and there are even signs of continued increase.
With so many styles and models, HTC's own sales staff were probably dizzy, let alone consumers. So when Or discovered this, he no longer had much interest in HTC's new phones, and just registered routinely according to the cycle of the other party's issuance of new models.
A severe situation was in front of Zhou Liwen, but Zhou Liwen couldn't even produce any evidence. Besides, what if he came up with evidence? Could it be that he could still sue the other party in this way? Even if he whispered a few words, there would be no loss to the other party, and instead he fell into the bottom line.
As for who made the decision on Samsung, Zhou Liwen is also suspicious. Perhaps it was the work of the Samsung prince Lee Jae-chong who had never dealt with him, but it was hard to guarantee that it was not the decision of Samsung's head Lee Kun-hee. Zhou Liwen could not have had a strife with Samsung at this time, because no matter who did it, the other party would never admit it. Moreover, in terms of cooperation with smartphones, Zhou Liwen still needs Samsung's touch screen technology. At the same time, Samsung's smartphones also need Zhou Liwen's operating system. It is easy to disperse one by one, but what should I do next?
There seems to be only one way in front of Zhou Liwen, that is, pretending not to know this, and swallowing his energy to solve the troubles of Shazihao OEM factory as soon as possible, and adjust the new product launch time and re-made the release plan until the OEM factory returns to normal.
But even so, Zhou Liwen will suffer huge losses. The initial estimate of the loss of OEMs that cannot start construction normally will cost billions of dollars. If the manpower, material resources and time are added to the adjustment of the strategy, this number may exceed ten billion. Even if Zhou Liwen is a big business now, he still feels painful.
Zhou Liwen, who suffered such a boring loss, not only gave Sha Zihao in, but also couldn't say what he had. He gritted his teeth and mobilized all resources to solve the trouble of resuming work of the OEM factory. Finally, it took a lot of effort to get it done. After the working group all evacuated the OEM factory, more than two months had passed since the incident happened. Next, the OEM factory had to re-recruitment, configuration, equipment maintenance and capacity adjustments, which took at least two or three months. By the time of restoration of normal production before the restoration, half a year had passed. In this six months, Samsung took advantage of the opportunity of Or's insufficient production capacity and surpassed Or mobile phones in sales for the first time, becoming the first.
When Samsung smartphones replaced Or as the new overlord of the world's mobile phone manufacturing industry, the whole South Korea suddenly became excited. Even the Koreans in the United States were full of energy, and they spoke Smith at one point, saying with a thumbs up that Samsung is the real world number one, and its nouveau riche's face made people disgusted.
Even in this case, some commercial newspapers and newspapers commented on this, and some freelance writers who deliberately criticized Or even wrote: In the field of high-tech, Or has certainly created miracles, but unfortunately it is just like a meteor passing by in the sky, shining and dazzling, but cannot last. Now, the era of Or is over, and it can be imagined that Or is like Nokia before, becoming yesterday's yellow flower. The future of smartphones belongs to Samsung. As a world-renowned multinational company, Samsung is the real overlord.
"All nonsense" Lin Yaxuan was very angry and threw the newspaper into the wastebasket beside him.
On the contrary, Zhou Liwen, who was standing by, was not angry at all. She leisurely looked through the magazine in her hand, as if the articles targeting Or Company were commending him.
"You have a good temper. Just watch them talk nonsense in the newspaper and are not angry?" Seeing Zhou Liwen's understatement, Lin Yaxuan couldn't help but say
"What should I do? Do I have to make a statement in the newspaper and refute their remarks? Don't forget that this is the United States, a society known as a free and democratic society, and freedom of speech is a right that everyone has. Besides, these articles are not all nonsense, and there are some facts. According to the sales volume, we are indeed surpassed by Samsung."
Zhou Liwen shrugged and smiled. Looking at his appearance as if he was talking about others without any anger, Lin Yaxuan even doubted whether the person sitting in front of him was his husband?
You should know that more than three months ago, when Zhou Liwen just returned to the United States, his temper was so bad that he locked himself in the study and sulked. But who would have thought that just a little time passed, Zhou Liwen had regained his normal heart and was even so calm in honor and disgrace. This is not like Zhou Liwen that Lin Yaxuan knew.
"Awen, you are not sick, are you?" Lin Yaxuan couldn't help but touch Zhou Liwen's forehead. Zhou Liwen smiled and hid back, saying that she was doing well, and there was no wife like her who cursed her husband's sickness.
"Then let them talk nonsense? A company that touches the darkness?" Lin Yaxuan frowned and said, "Don't you know that the company's stock has fallen by 2%. If this problem is not solved, it will probably fall. Once it falls below the psychological endurance of the stockholders, I am worried that it will cause market panic."
"Haha, so what if you are angry, so what if you are not angry?" Zhou Liwen smiled and said, "Since things have happened, no matter how much anger is, it will be useless. It is better to face the reality with a smile."
"You...I can't say it anymore, I'll see the child." Lin Yaxuan was so angry that he stomped his feet, got up and left the study room.
Looking at Lin Yaxuan's back as he left, Zhou Liwen sighed secretly. Actually, he didn't know the current crisis? If he didn't respond well, Or Company will usher in the biggest difficulty since his entrepreneurship. Now, Or Company's stock price has fallen by 2 under this influence. Although this ratio is not large, based on Or's total share capital value, it is equivalent to evaporating the market value of tens of billions of dollars, and this number is still increasing day by day.
But as Zhou Liwen said just now, what he needs now is not anger, nor is he furious about this reality, because things have happened no matter what, and he had already anticipated the current situation a few months ago. Only by keeping himself calm and not being influenced by the outside world can Zhou Liwen correctly judge and make countermeasures.
As for the company's dilemma and the falling stock price, Zhou Liwen believes that as long as he deals with it properly, everything will improve. And what he temporarily lost will eventually be brought back from others and the other party will receive the punishment he deserves.
A few days later, the president of the New York Investment Bank secretly rushed to Zhou Liwen's home in Los Angeles. Zhou Liwen received him in his study that night. No one knew what they were talking about. However, after the president of the investment bank left, Zhou Liwen changed his clothes and called the crew at the same time, demanding that he be prepared to take off at any time.
"It's so late, where are you going?" Lin Yaxuan woke up from his sleep when he heard the noise and saw Zhou Liwen just hung up his cell phone and packing his luggage.
"I have something to go to New York State." Zhou Liwen replied, signaling Lin Yaxuan not to get up, he just needs to pack up a few clothes.
"I'll do it." Lin Yaxuan did not listen to Zhou Liwen's words, insisted on getting off the bed, took a few thicker clothes for Zhou Liwen and folded them into the box.
"There's colder than this, it's better to bring more clothes."
"Thank you..." Zhou Liwen kissed her on the face, stood by with a smile on her face, watching his wife help him pack his luggage.
After a while, the luggage was tidied up. Lin Yaxuan put the box on the ground, turned around and hugged Zhou Liwen, and looked up slightly and said, "Awen, would you promise me to go and go back early? I know you are pretending to be nothing these days, but in fact you are under greater pressure than anyone else. In fact, we have been spending all our money in several lifetimes. If the company really doesn't work, we simply..."
"Silly girl, don't worry, I promise you that you will be back soon. As for the company's affairs, you don't have to worry about it. Your husband will naturally have a way to solve it. Maybe when I come back, all the problems will no longer be a problem."
Zhou Liwen kissed her deeply on the forehead, then turned around and lifted the box, and then walked downstairs. Carl downstairs was already waiting at the door in a car. Looking out from the window, Zhou Liwen handed over the luggage to Carl, turned around and waved his hand to Lin Yaxuan who was standing upstairs, then opened the car door and crawled in.
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