laitimes

Samsung can't bear it

author:Poetry and starry sky

Last month, Starry Sky Jun spent 560 to buy a 2T capacity SSD, with an official warranty of 5 years.

It's not cached, but it's cheap!

Although there is a risk of dropping, it is cheap!

I'm just using it to store alchemy models, what are I worried about!

The scheduled task + BAT made by xcopy is regularly synchronized to the mechanical disk, and it is bold and safe to use.

Samsung can't bear it

In recent months, in addition to the Yangtze River storage "own son" Zhi Ti (today it was found that Zhi Titanium has been renamed Zhi State...... In addition, more and more domestic brand SSDs are listed at very low prices. The price of 2T, titanium is roughly more than 800 yuan, and other brands are about 500 yuan (different interface standards and speed prices are slightly different from tens of yuan).

Most of these brands use long-lasting chip particles and domestic masters, but they are inexplicably vilified.

The most common reason is the use of recycled granules (according to Starry Sky Jun's observation, on major platforms, this technique is organized, and the reason behind the slander is to recommend Samsung and Western Digital...) )。

To be honest, it is indeed possible to use recycled pellets on a small scale, but now that the sales of these domestic SSDs have exploded, it is almost impossible for the so-called recycled pellets to support such a large sales volume.

What's more, brands such as Patriot, Lexar, Hikvision and other brands have a certain degree of popularity, giving a promise of a 5-year ultra-long warranty, not a street stall.

Samsung can't bear it

The only possibility is that the long-term storage explosion production capacity is divided, but the long-term storage of the particles is graded, and after giving the highest grade particles to titanium, some particles that are one grade worse are distributed to other domestic manufacturers.

Unexpectedly, the price of 560 pieces was copied halfway up the mountain, and now open a certain east, this SSD has dropped to 468, it is difficult to imagine what kind of surprise price there will be when 618.

However, Starry Sky Sovereign is good at studying the deep reasons behind appearances.

Why is the price so low?

The reason is simple, Samsung's "counter-cyclical".

The Samsung card has been played for 30 years, and it is Chinese familiar. In particular, Wang Dongsheng, who is most familiar with routines, retired from BOE and then started a business to engage in wafers.

In order to suppress China's panel companies, Samsung joined hands with LG to dump below cost price (of course, not only this trick, but also suppressed many Chinese panel companies through other despicable means, and some local small panel companies were directly covered with coffin boards).

Fortunately, the wise BOE backed the CDB, faced the battle with hundreds of billions of low-interest loans, and gritted its teeth to survive.

Therefore, when the long-term United Nations production partner took out the fracture price, Starry Sky Jun thought of repeating the old technique of Samsung.

On the surface, seeing the surprise price of domestic SSDs, as everyone knows, Samsung and Hynix have long pressed the price to the lowest in history, trying to use the price to roll up the longevity of being stabbed by someone.

Samsung can't bear it

It's just that they never expected that the sanctioned long-term production capacity was still so strong.

Memory chips do not have high requirements for lithography machines, and the high requirements are etching machines.

Under the strong research and development of AMEC of the Chinese-American Yin Zhiyao, the domestic etching machine is already the world's top, and even supplies TSMC, and there is no worries about the etching machine for a long time.

In addition, the reason for the grading of particles is also a smart decision for long-term survival. On the one hand, Titanium maintains high-end quality and appropriate prices, and on the other hand, it works with industry chain partners to fight powerful Samsung (Hynix, etc.) with ultra-low prices.

Samsung can't bear it

This strategy proved to be successful.

Samsung is also fighting a prepared battle, first let the United States hegemony sanction Changchang, and South Korea to support the whole country, but still did not expect that the long-term blood trough is so thick, the loss of their own first can not bear.

Behind the eternal existence is a large fund, which has long been expected, and enough ammunition is prepared. The struggle of big countries relies on strength, and China's support for chips now far exceeds the support for panels 30 years ago.

We have not lost the panel, and there is only one way for the chip: to eat this pearl in the crown of human industry, eat it dry and wipe it clean, and turn it into a cabbage price.

In April, Samsung Electronics posted its worst quarterly earnings in 14 years. Operating profit for the first quarter of 2023 was KRW 640.2 billion, down 95% from KRW 14.12 trillion in the same period last year. Revenue fell 18% to KRW 63.74 trillion. Net profit was KRW 1.57 trillion, down 86.1% y/y. Samsung Electronics said its chip business lost 4.58 trillion won (almost 23 billion yuan) in the first quarter, the first loss in 14 years.

At this point, Changcun began to increase prices silently.

Starry Sky Jun's idea of getting a lower price SSD in the 618 is likely to fail.

According to digitime, following the rumors that Yangtze River Storage will increase the price of NAND products, it is reported that South Korea's Samsung Electronics and SK Hynix will also follow up with a 3~5% increase.

However, after this battle, Changcun and its partners have formed a brand effect, and this part of the market seized cannot be snatched back by Samsung.