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Samsung can't stand it

via:新浪科技     time:2023/5/21 16:01:28     readed:72

Last month, Starry King bought a 2TB SSD for 560, with an official warranty of 5 years.

No cache, but cheap!

Although there is a risk of falling out, but cheap!

I just use it to store the alchemy model. Why worry!

Plan task +xcopy done bat synchronization to mechanical disk regularly, bold rest assured to use.

In recent months, in addition to the Yangtze River storage "son" to titanium (today found to titanium renamed to the state... ...) In addition, more and more domestic brands SSD at very low prices on the market. The price of 2T is roughly above 800 yuan for titanium, and about 500 yuan for other brands (the price of different interface standards and speeds varies slightly by dozens of yuan).

These brands, many of which use long-lived chip particles and local masters, have been inexplicably vilified.

The most common reason, is the use of recycled particles (according to the starry sky Jun observation, in the major platforms, this is organized, denigrating finished to recommend Samsung and west number, behind the reason... ...) .

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

What's more, Aigo, Lexa, Hikvision and other brands have a certain degree of popularity, given a 5-year long warranty commitment, is not a stall goods.

The only possibility is that Changchang-producing capacity, but Changchang-grading the particles, giving them the highest grade of titanium, and distributing some of the lower grade particles to other domestic manufacturers.

Unexpectedly, the price of 560 pieces was copied to the middle of the mountain. Now open a certain east, this SSD has been reduced to 468, it is hard to imagine what kind of surprise price will be when 618.

However, Xing Kongjun is good at studying the underlying reasons behind the appearance.

Why is the price so low?

The reason is simple: Samsung's "reverse cycle".

The Samsung card, which has been played for 30 years, is all too familiar to the Chinese people. Especially the most familiar routine Wang Dongsheng, retired from BOE, and then started a business to develop wafer.

Back then, in order to suppress Chinese panel companies, Samsung joined hands with LG to dump products below the cost price (of course, not only this move, but also through other despicable means to suppress many Chinese panel companies, some local small panel companies were directly covered with coffin boards).

Fortunately, the wise BOE backed by China Development Bank, with hundreds of billions of low-interest loans to fight, gritted its teeth over.

So, when Changlong United domestic partners came up with the fracture price, the star was thinking of Samsung doing the same thing again.

On the surface, when we see the surprise price of domestic SSD, we do not know that Samsung and Hynix have already pressed the price to the lowest level in history, trying to use the price to roll over the long life of the stabbed knife.

They had no idea, however, that the permanent capacity under sanction would be so strong.

Memory chip to the lithography machine requirements are not high, high demand is the etching machine.

Under the strong research and development of Chinese-American Yin Zhiyao's micro company, the domestic etching machine has become the world's top, and even in the supply of Taiwan Semiconductor, there is no longer any worry about the etching machine.

In addition, it was a shrewd decision to stage the particles. On the one hand, we maintain high-end quality and appropriate price of titanium. On the other hand, we cooperate with industrial chain partners to compete against powerful Samsung (Hynix, etc.) with ultra-low price.

The strategy has proved successful.

Samsung was also prepared for the battle. First, it was sanctioned by the United States and supported by the whole country of South Korea. However, it was not expected that Changqiu would be so deeply affected.

Behind Long standing is the Big Fund, long expected, with plenty of ammunition at the ready. Great power rivalry depends on strength, and China is supporting chips far more than it did panels 30 years ago.

We did not lose the panel, chip only one way: the pearl on the crown of human industry, eat dry wipe clean, into cabbage prices.

In April, Samsung Electronics reported its worst quarterly profit in 14 years. Operating profit in the first quarter of 2023 was 640.2 billion won, down 95% from 14.12 trillion won a year earlier. Revenue fell 18 per cent to Won63.74tn. Net profit fell 86.1 per cent to 1.57 trillion won. Samsung Electronics said its chip business lost 4.58 trillion won (about 23 billion yuan) in the first quarter, its first loss in 14 years.

At this point, Changchang quietly began to raise prices.

Star's hopes for a cheaper SSD in 618 are likely to fall flat.

According to digitime, following the news that Changjiang Storage will raise the price of its NAND products, Samsung Electronics and SK Hynix will follow suit with a 3-5% increase.

However, after this battle, Changzheng and its partners have established a brand effect, which is unlikely to be taken back by Samsung.

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