Rebirth 99 to become a car giant.

Chapter 780: The price butcher starts to flip the table

"Mr. Cao, Nanshan Chemical's photoresist production has not yet fully increased, so you have directly lowered the price of photoresist."

"JSR, Shin-Etsu Chemical and those former giants turned out to be paper tigers."

Xu Jun has also been paying attention to photoresist during this period.

Since Nanshan Chemical officially announced that it has mastered a full set of photoresists for chip production, including EUV photoresists, the entire market has begun to undergo tremendous changes.

And when Nanshan Chemical directly announced the parameters and guide prices of various types of photoresists, the market environment became even more different.

So-called giants such as JSR and Shin-Etsu Chemical have all followed suit by cutting prices.

I thought that through this method, Nanshan Chemical's photoresist could be nipped in the bud.

This reminded Cao Yang of an interesting case in the automobile industry in his previous life.

In 2008, BYD successfully developed ABS. Previously, BYD's ABS was supplied by Bosch at a price of 2000 yuan per set.

At this price, everyone would think it is too expensive. It is no wonder that many models could not afford ABS in the early days.

After learning that BYD had the ability to develop its own ABS, Bosch immediately negotiated with BYD and asked BYD to stop mass production.

In the end, BYD disbanded the ABS project team and its members were assigned to other projects.

"You, Nanshan Chemical, have become a price butcher this time. You just lifted the table and stopped the photoresist giants from playing."

Although some photoresists have been produced before, the output and types were limited.

There is no need to maintain a profit margin of hundreds of percent for every material, it is unrealistic.

"Now that we are being hit, there is naturally enough room to lower prices and they want to kill us."

"I guess JSR and other companies hate the plans put forward by relevant departments in the United States and Japan to suppress Nanshan Semiconductor."

It's just that they are not as bold as Bosch and show the cost price right from the start.

"But they underestimated Nanshan Chemical's cost advantage."

"These companies had a very comfortable life before and made easy money for so many years."

Bosch's cost price is lower than BYD's, and its performance is even better. BYD naturally chose to disband the ESP team.

Otherwise, it would be really difficult for Nanshan Chemical to cope with the price reduction tactics of JSR and other companies.

"The United States always likes to make small moves. It feels that China should occupy the low end of the industrial chain as a matter of course, and does not want us to enter the high-end industrial chain."

But in order to completely kill BYD's ABS project and allow itself to monopolize the industry, Bosch directly lowered its sales price to the cost price.

BYD will naturally not agree to such an unreasonable request.

Or just beg for mercy, accept punishment, and wait for someone to lead you away by the nose.

Nanshan Chemical has experience in photoresist research and development, and there are mature products in the industry for reference.

Under this intensity, any photoresist can be broken.

The key is that the quality of the ABS produced by BYD itself is not up to standard, and many algorithms and so on are not good enough.

But Bosch was still in a cold sweat, fearing that the emergence of BYD ESP would shake Bosch's monopoly on this part.

Therefore, if JSR cuts prices, Nanshan Chemical can follow suit.

This was not over yet. A few years later, Bosch wanted to increase the price of BYD's ESP. BYD did not say anything and silently began reverse research and development, and finally successfully developed its own ESP.

If it were SMIC and other companies that were targeted in this way, they would probably be waiting to close down.

This time, photoresist companies such as JSR and Shin-Etsu Chemical obviously want to use similar methods.

Under such circumstances, it is almost inevitable to break the blockade in the short term.

Xu Jun also has some understanding of the situation of Nanshan Chemical.

Research and development from zero to one is very difficult, but the difficulty of research and development from one to two has dropped several levels at once.

How is it like now, when thousands of R&D personnel are mobilized to develop photoresist products in a short period of time.

At this time, Bosch began to use the trick of reducing prices, adjusting the ABS supply price to 800 yuan a set.

Bosch then continued to have a monopoly on this part.

"If they hadn't forced you like this, Nanshan Chemical's photoresist project might not have progressed so fast."

This price was lower than BYD's own production cost at that time.

There is no money to be made from BYD, but a lot of money can be made from other OEMs, and the overall profit margin is not low at all.

So they immediately went to negotiate with BYD. Bosch once again resorted to a price reduction trick, saying that it could supply BYD at cost price, while selling to other manufacturers besides BYD would still cost a high price.

Until JSR is unwilling to follow.

Like ABS, the performance of the ESP developed by BYD itself is definitely far behind that of Bosch. It is even an exaggeration to say that the ESP produced by BYD itself is basically considered electronic waste.

Normally, if the chemical industry can maintain a profit margin of more than ten points, it is considered good.

Cao Yang is not afraid of a price war between JSR and himself.

If JSR can directly reduce the price of EUV photoresist that originally cost 1000 yuan per liter to yuan per liter for sale, it is estimated that Nanshan Chemical's EUV photoresist will be difficult to sell to other customers in the short term besides selling it to itself.

That is to say, the scale of Nanshan Semiconductor is large enough to support the output of Nanshan Chemical.

Of course, only Nanshan Chemical has this strength.

"This situation cannot continue forever."

Various companies in the Nanshan System have probably become the most hated companies by relevant departments in the United States.

Every time there is some technology in China that breaks through the US blockade, it is often related to companies in the Nanshan Group.

In recent years, because of China's breakthroughs in this area, many companies in the United States have made a lot of money less.

As a capitalist country, if you let companies make less money, you will make the actual controllers behind the scenes in the United States make less money.

They must be thinking of various ways to deal with the companies in the Nanshan Group.

Nanshan Equipment, Nanshan Carbon Fiber, and Nanshan Special Steel, aren't they all targeted in this way?

Fortunately, companies in the Nanshan Group are very competitive and are not afraid of others dealing with you!

"Indeed, not to mention other things, in the chip industry alone, Nanshan Equipment and Nanshan Semiconductor have made a very large contribution."

"In the past, 99% of chips relied on imports, but now this proportion is declining every year."

"In a few years, when the production of Nanshan Semiconductor has completely increased and everyone has slowly accepted your chips, the external dependence of the chips will soon be reduced to less than 50%."

"As for chip production equipment, I estimate that it will soon be recognized by all chip companies and begin to achieve complete localization."

Xu Jun is now very optimistic about the development of Nanshan Equipment and Nanshan Semiconductor.