Chapter 822 The First Prey

On March 26, Fang Zhuo's team and Zhang Chaoyang, who lost, slept, lost, slept, and lost, and his assistant arrived in New York, USA.

After transferring from a private jet to a Rolls-Royce, Zhang Chaoyang was still unwilling to give up and wanted to drag Fang to continue playing cards.

But how to say it, Fang Zhuo and Zhang Chaoyang's level of playing cards is average, and the other two high-level Yike executives, how they play cards is crucial.

Fang Zhuo had already noticed the problem later, so he declined Brother Chaoyang's request to lose cards on the grounds of the latest work report.

During the ten hours that the "Qingzi" was in the air, three more subprime mortgage companies in the United States announced that they would stop business.

As for how long this closure would last, they did not say.

From HSBC's write-off of $10.8 billion in assets to the present, nearly 10 institutions in the relevant field have been closed and bankrupted one after another, among which New Century Financial Corporation is the one with the greatest impact.

From the current situation, the problem is still concentrated in the subprime mortgage field, but there is a trend of spreading to the financial system.

"Oh, the real estate in the United States is in big trouble." Zhang Chaoyang next to him saw the report in Fang's hand.

"Yes, big trouble." Fang Zhuo thought that there was a wave of closures at present. In addition to making money, there seemed to be no high-quality assets suitable for Yike and Bingxin, and he needed to wait. "Boss Zhang, you are here, and you have lost the red wine. How about holding a high-end wine tasting party with our red wine tomorrow night or the night after?"

Zhang Chaoyang's mood of losing the card suddenly calmed down a lot: "Okay."

Fang Zhuo nodded slightly, thinking about who to invite.

Qualcomm must come. This was contacted before flying to the United States. They can connect with Bingxin's production capacity intention.

I wonder if the new head of Goldman Sachs can come to keep in touch.

Sony's old Sir Skinner has to be invited. The Sony shareholders' meeting just ended not long ago. The board of directors led by Skinner was officially formed, with 12 external directors + 3 internal directors. His power has been greatly consolidated.

As an external director before, even if he did not attend this time, Fang Zhuo still became one of the 12 external directors smoothly and even plainly.

It is worth mentioning that Sony's mobile phone department was promoted by half a level, taking into account the camera department in terms of structure. This is the sincere suggestion from Mr. Fang that Stringer adopted while cleaning up the electronic product faction within Sony.

Fang Zhuo's thoughts turned, and the people who needed to be invited came to his mind, Google, New York Stock Exchange, T-Mobile...

"Mr. Fang, I heard that you and Pony are in a bad relationship. If there is a chance, let's have a wine tasting party in China, and everyone will sit together, and everything will be over." Zhang Chaoyang suddenly remembered the rumors he heard.

Fang Zhuo smiled slightly and said nothing.

Zhang Chaoyang continued to persuade: "Yes, a smile can dispel old grudges, and a smile can erase grudges. There is no need to ruin the relationship in private for business competition."

"How can you say it to Brother Chaoyang?" Fang Zhuo said, "This matter has long been over with me. You should tell Pony this next time you see him."

Zhang Chaoyang felt that the dating website had been sold, but Sina was still unwilling to fight for social networking. Mr. Fang was somewhat resentful of Penguin Learning Farm Game. Now it seems that Mr. Fang is very bright and clear.

The two chatted for a while, Fang Zhuo received two calls, and the car arrived at the hotel.

At noon, Zhang Chaoyang was quite interested in preheating a bottle of red wine for the wine tasting.

Fang Zhuo was not good at red wine. While sipping the wine, he listened to Brother Chaoyang's high-sounding talk about the quality of the wine.

However, the call from Qimonda President Luo Jianhua interrupted the process.

Since Qimonda became independent from Infineon, Luo Jianhua, the first head, has done a good job, seeking partners around the world, successfully listing Qimonda in New York, and ambitiously expanding production capacity.

However, the phone call he made revealed some concerns.

"Mr. Fang, I think the Lin'an plant we cooperate with can increase production capacity less quickly."

Bingxin Lin'an Plant was born for storage, and it uses Qimonda's 110nm and DRAM groove technology to develop and sell niche storage, that is, low-end products.

According to the plan, Lin'an Plant will be able to do foundry for Qimonda in July this year.

At the same time, because of the gratifying process breakthrough of Luzhou Plant, it will also boost the prospects of Lin'an Plant in the storage field.

"Mr. Luo, what's the change?" Fang Zhuo asked.

"The price of storage products may have a relatively large downward trend." Luo Jianhua's voice was solemn.

Fang Zhuo's eyes moved slightly, and he asked at the price of his own Yike: "The pre-purchase price of our mobile phone was about 12 US dollars per GB. Can we wait now?"

"It will drop to 10 US dollars in the near future." Luo Jianhua said the latest price, and said, "It is very likely that even 10 US dollars will not be enough."

From 12 US dollars/1G to 10 US dollars/1G, the storage cost has been reduced by 16.6%.

Considering the profit margin left by storage manufacturers, it may not be enough to hurt them.

But the price drop is because the industry has forced to increase production capacity, and it has always had an anti-cyclical approach, plus there will be a financial crisis in the future...

Storage prices are likely to continue to fall.

Fang Zhuo has always been thinking about the cost of Yike mobile phones. Now it seems that storage parts have to be thrown into the arms first.

Eco Mobile Phones must have at least two versions, 4G and 8G, so the original storage costs are 48 and 96 US dollars.

They are even considering whether to upgrade to a 16G version, which is 192 US dollars.

If the downward trend continues, storage, which accounts for a considerable proportion of the cost, can save a lot of space.

"Our niche storage should not fluctuate much, but Qimonda should pay attention." Fang Zhuo first pointed out one point and reminded the other party.

Luo Jianhua sighed: "Yes, it depends on where the bottom of this cycle is. I think 7-8 US dollars is an acceptable position. Mr. Fang, I will say it directly. Considering the future risks, Qimonda plans to build a new R&D center and is now considering placing it in mainland China. Where do you think it is suitable?"

Fang Zhuo analyzed the information in this sentence.

The head of Qimonda has already set the storage expectation at 7-8 US dollars.

Then, the future must be worse than he expected!

In this case, if Yike Mobile can reach an agreement with the operator, it will abandon the 4G version and directly use 8G and 16G, with similar prices and higher quality.

If the agreement fails, the 4G version can also be more competitive in price.

Qimonda's so-called consideration is probably more based on cost, reducing the budget of the R&D center.

Fang Zhuo thought and said: "Choose one of the two, Lin'an or Shencheng."

"I thought you would add Luzhou." Luo Jianhua said unexpectedly.

"I am standing from an objective perspective. I can help these two cities to get better policies." Fang Zhuo provided help to the partners.

Luo Jianhua immediately expressed his gratitude, which was also the main purpose of his call.

He talked about the process of Bingxin and looked forward to more cooperation prospects with Qimonda.

Fang Zhuo listened to the words of the head of Qimonda and also looked forward to the future in his heart.

The future is bad, worse than everyone imagined.

Such a Qimonda.

A slightly fragile juvenile separated from the mother body that has to face the double blow of industry cycles and financial storms is likely to be in great danger.

I wonder if Goldman Sachs will be able to short Qimonda at the right time.

Fang Zhuo licked the red wine on his lips, sighed deeply, and echoed the voice on the phone that he didn't hear clearly because he was distracted: "Indeed, Mr. Luo, this is bad news, Qimonda should pay attention."

Zhang Chaoyang looked at the smile on Mr. Fang's face, suppressed his surprise, and took another sip of the wine.

This red wine is really good.