International giants secretly calculate China's color TV, domestic risks have been destroyed, and BOE has turned the tide (Part 1)

More than a decade ago, international giants secretly calculated China's color TV industry, and domestic brands were in danger of being destroyed.

Without BOE, China's color TV industry would have long since vanished.

Without BOE, China's smartphones are almost impossible to dominate the world, and naturally there will be no rise of domestic brands such as ZTE, Huawei, Coolpad, Lenovo, Xiaomi, oppo, vivo and so on.

BOE has made an immortal contribution to China's industrial development.

Unfortunately, many people can casually name a bunch of stars, but they don't know what BOE does.

one

In 2007, China's color TV industry has been brilliant for more than 20 years.

Since the end of the 1970s, China has established a complete industrial chain of "color TV machine - color tube - glass shell" through the introduction of technology, laying a solid foundation for the growth of domestic brands.

In 1996, Changhong launched a price war, opening the "Warring States Era" of China's color TV industry, the war was extremely tragic, the industry reshuffled, niche brands have been out, and Changhong, Konka, TCL, Skyworth, Hisense and a number of large enterprises have risen.

Soon, domestic brands worked together to occupy an advantage in the domestic market, ending the situation of Japanese goods dominating the Chinese market and raising their eyebrows.

Subsequently, China's color TV with the help of low labor costs, the domestic market and other advantages, the development of economies of scale, cost decline, with the price advantage quickly into the international market.

China's color TV has finally risen strongly, the output and export volume are the first in the world, and the color TV industry has ushered in a golden age!

The rise of the color TV industry is of great significance to China's economy. In the 1980s, the output value of color TV accounted for 56% of the output value of China's electronics industry, and until the beginning of the 21st century, the top 10 electronic information companies in China were mainly color TV companies.

At that time, the industry circulated the saying that "the electronic industry is destined for color TV", which shows how important the color TV industry is to China. Because it is so important, it is necessary to find a way to maintain it for a long time.

As far as the situation at that time was concerned, everything was very optimistic: the domestic color TV industry chain was basically complete, the technology was constantly advancing, the cost was low, the market was large, and with the strong support of the state, it was not difficult to maintain the advantage.

At that time, the industry was full of confidence, after all, China's color TV was from the laggard to successfully catch up with the world giants, which fully proved the strength.

The reality is the same as most people expected, although technological progress was slow and fell into a price war, but on the whole, China's color TV industry did not encounter any major setbacks and has maintained prosperity until the arrival of the storm in 2007.

two

2007 seems to be the "year of life" of China's color TV industry, and everything is not going well and it is in danger of being destroyed.

The cause of the disaster is the rise of an alternative technology from overseas.

In the TELEVISION industry chain, the most important part is the display, before 2007, the vast majority of TV monitors are CRT picture tubes, CRT picture tubes the biggest feature is large, and very bulky, accounting for the vast majority of the weight of the entire TV. Friends born before 2000 should remember this nasty heavy guy.

Although the CRT picture tube is bulky, the technology is the most demanding and valuable, and any TV set cannot do without it.

China imported and digested CRT color picture tube technology from overseas, and spent 20 years to establish a color picture tube industry to truly grasp the entire industrial chain, which is the key to the rise of China's color TV industry that year.

It is not easy to establish a color picture tube industry, so the mainland attaches great importance to it. It is a good thing to pay attention to it, but ironically, it is this kind of attention that makes the color TV industry almost collapse in the storm that came as it came.

In 2003, when the picture tube industry was in full swing, something called lcd display began to replace it and officially entered the television field.

But because the technology is immature, the price is expensive, so the replacement ratio is very small, although it is much lighter than the picture tube, but it has not attracted the attention of the industry, of course, it will not cause the attention of the mainland color TV industry, we still invest a lot in the picture tube.

However, what is shocking is that after the LCD screen entered the game, it quickly stood on its feet, and with the rapid upgrading of technology, the cost fell rapidly, and the market share gradually expanded.

It is developing faster and faster, and when it attracts the attention of the industry again, it already has the ability to subvert the entire industry and is unstoppable.

From 2006 to 2007, the global TELEVISION market ushered in a major turning point.

In the first quarter of 2006, LCD TVs accounted for less than 20% of global shipments, while picture tube TVs were close to 80%; But by the fourth quarter of 2007, LCD TVs had risen to 47 percent and picture tube televisions to 46 percent, a historic surpass.

LCD TV appeared from 2003 to 2007 surpassed, but in 5 years, the industry was completely subverted!

three

It is reasonable to say that the rise of LCD screens, we also replace it with LCD is not OK? But the problem is, looking around the country, we don't have a single company that produces TV LCD screens and is completely dependent on imports!

At this time, the production of TV LCD screens was monopolized by Japan, South Korea and Taiwan, and they formed an "Iron Triangle" alliance to jointly control market prices and shipments, and what was even more disgusting was that the "Iron Triangle" strictly blocked technology, and Chinese mainland manufacturers were not allowed to get involved.

Subsequently, the picture tube completely withdrew from the stage of history, and the industry that China spent 20 years of painstaking efforts to develop was completely destroyed almost overnight.

Even more disgusting is the fact that the "Iron Triangle" alliance implemented a card neck policy for Chinese mainland, setting a high price for LCD screens, so that imports soared to $44.10 billion in 208, becoming the fourth largest commodity in the mainland's total import value, ranking only behind crude oil ($129.33 billion), chips ($129.26 billion) and iron ore ($60.53 billion). As a result, the profits of the mainland color TV industry have plummeted, and they have become "iron triangle" migrant workers, who can only earn a little hard money.

But the most fatal thing is that the "Iron Triangle" restricts the supply of Chinese mainland manufacturers, intending to completely strangle the color TV industry on the mainland. Mainland color TV companies soon suffered heavy blows, and the international and domestic markets were quickly seized by foreign brands, and their share fell rapidly.

The situation has been very clear, China's color TV industry has suffered a heavy blow, the upstream picture tube industry chain has been completely destroyed, and the downstream machine manufacturers have been "iron triangle" to the death of the neck, looking like they are about to swallow. At this time, the color TV industry on the mainland is like a huge ship leaking water, the cabin into the water, is gradually sinking, if there is no force to turn the tide of the power to appear, there is no doubt!

Perhaps China's color TV industry should not be desperate, just when the industry is in a huge predicament, a tenacious man is leading his company and launching a life-and-death battle with overseas LCD giant!

It is this man and this company, after several lives and deaths, tenacious struggle, to save China's color TV industry, it is also with this person and this company, in the next outbreak of smart phone frenzy, Chinese brands are likely to rise strongly, occupy a prominent position in the field of global smart phones.

This man's name is Wang Dongsheng, and this company is called BOE.

shop

BOE, which originated from one of the 156 key projects aided by the Soviet Union during the "First Five-Year Plan" period, was called Beijing Electron Tube Factory at that time, which mainly produced electric vacuum devices and provided core components for many electronic products such as civil electronic machines, military communication equipment, radar, navigation, and advanced weapons for national defense.

Beijing Electron Tube Factory is a military enterprise, built in July 1956, when the investment of 102.82 million yuan, and the total investment of China's electronics industry at that time was 550 million yuan, accounting for one-fifth, which shows its weight and high status.

At the beginning of the business, the factory had a high spirit of innovation, and under the leadership of the first director Zhou Fengming, it completed the state's planned tasks. In addition, the factory has also innovated in the fields of capital construction, manufacturing, product and equipment development, and has independently developed a large number of new technologies.

In the 1960s, the state "tightened" the management of enterprises, enterprises entered rigidity, and the momentum of innovation weakened. But that generation has experienced war, full of passion, and in an unfavorable situation, it still promotes the rapid progress of the mainland electronics industry and makes great contributions.

At the end of the 1970s, the reform and opening up, a large number of enterprises turned from the military to the civilian, the military order was greatly reduced, and at the same time, due to the vigorous advocacy of technology introduction, the factory gave up the accumulation of technology in the semiconductor field, the operation was difficult, and it fell into an existential crisis. Due to the abandonment of semiconductor independent research and development, it has directly led to the backwardness of mainland chips, and it has not developed until today.

It was also during the painful reform period in 1992 that the factory ushered in the seventh director, Wang Dongsheng, who took office to save the dying Beijing electron tube factory, and also created a new glory of China's electronics industry.

Wang Dongsheng, a native of Zhejiang, was born in 1957 from a good family, his father was a doctor and his mother was a teacher. Due to "historical problems", the Wang family was affected during that decade. Because the political examination was not passed, Wang Dongsheng could not go to high school, so he went to the countryside to join the team, became a carpenter at the age of fourteen, and later entered the county construction company to participate in construction.

Although the times were unlucky, Wang Dongsheng never gave up studying. It is precisely because of this characteristic that he has not stayed in low-level work all the time.

In 1977, the college entrance examination was resumed, and Wang Dongsheng was admitted to the Hangzhou Institute of Electronics Industry, studying finance and achieving good results. In the year of graduation, the Ministry of Electronics Industry selected 10 outstanding students from Hangzhou Electric and assigned them to Beijing Electron Tube Factory, and Wang Dongsheng was one of them.

Wang Dongsheng had good luck, he was assigned to the financial department of the main factory, and the contacts were all experts and leaders above the section chief, and the near water building platform was the first to get the moon, which played a great role in his future promotion.

Because of his advanced thinking, personality, and young and hardworking, Wang Dongsheng was quickly appreciated, and he was promoted to deputy section chief of the Finance and Accounting Department at the age of less than 26, and was promoted to deputy chief accountant and director of the financial department at the age of 31. (This factory is a sub-provincial enterprise, don't underestimate it!) ）

Although the official fortunes are prosperous, Wang Dongsheng is not happy at all, because reform and opening up are being carried out, everyone is looking to the outside world, and he also feels that there is no hope for the state-owned system, and he follows the steps every day, so why not break in outside? He had the idea of leaving.

However, the old factory director Zhang Hongbiao attaches great importance to Wang Dongsheng and regards him as a key training object, hoping that he can shoulder the heavy responsibility of the factory in the future.

Under Zhang's entrustment, Wang Dongsheng spent three months to design a reform plan, and the factory director and secretary were very happy to let him preside over the reform, but the old cadres only wanted to retire early and receive a pension, and had no interest in reform.

Wang Dongsheng was very unhappy, he no longer wanted to see these old-fashioned guys, the factory was like this, or a dead pig is not afraid of boiling water, the factory seems to be hopeless, he decided to leave.

However, just when Wang Dongsheng completed the transfer procedures, the old factory director took a group of leaders from the factory and personally came to the door and painstakingly retained. Wang Dongsheng was very impatient with repeated persuasion, and he asked an old colleague, "Why should I stay?" The old colleague replied: "Just let our master stop picking cabbage in the vegetable market!" ”

Yes, the factory is in danger, everyone actually needs to go to the vegetable market to pick up rotten cabbage, the canteen can open the pot, can not go away! Wang Dongsheng suddenly had a great sense of responsibility, and he decided to stay.

(Unfinished, please click: Avatar - Article, you can see the sequel)

"International giants secretly calculate China's color TV, domestic danger has been destroyed, AND BOE has turned the tide (middle and bottom)" two articles