Rebirth of Northern Technology

"How big is the TFT-LCD market? How does it compare to your LED market?"

The defense officially entered the second stage.

"Its market will be 10 times that of LEDs!"

"Remember that you said that the market size of LEDs is hundreds of billions of dollars. Is the market for LCDs trillions?"

Everyone in the room is skeptical of this number. Trillions or U.S. dollars?

What is the total GDP of the country at this time? What is the total GDP of the world?

Isn’t the bragging tax now charged?

"The two markets are somewhat different. The LCD market is much larger in the early stage than LEDs, but the stamina of LEDs is relatively sufficient. But in general, the LCD market is still much larger than LEDs.

Thirty years later, the LCD market may not reach trillions, hundreds of billions of dollars, and there is absolutely no problem. "

There is also a question of statistical caliber. The market size of LEDs includes LED applications. Large LED screens are counted as part of the total market size of LEDs.

If you count laptops and mobile phones as LCD applications, trillions of dollars are not a problem.

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"Well, it's the future numbers anyway, you can say as much as you like. But if this project is completed, how much new sales and profits will it give your company?

Lin Shuqiang has given up arguing. Discussing market expectations decades later, no one will be the opponent of this young man.

Still young people dare to blow!

Hundreds of billions of dollars in open mouths, trillions of dollars in closed mouths!

"If everything is normal, we hope to achieve annual sales of 15 billion yuan and profits of 6 billion yuan in five years."

The teachers and students of the University of Technology have not experienced the baptism of the PPT tide.

As soon as these numbers came out, the expressions of the audience were no longer shocking to describe.

The market figures decades later, everyone is just listening to the excitement. The figures in five years are visible and tangible.

This figure has approached the total GDP of Bingcheng. There may not be 10 billion in funding for higher education across the country.

It has gone far beyond the scope of normal people's thinking, and fantasy may be a suitable adjective.

But this number is actually well-founded.

It is calculated based on Sharp LCD’s operating data in the 1990s. Sharp's annual turnover in 1998 was 1.57 billion U.S. dollars. Sharp is just one of nine LCD manufacturers in Japan.

This also illustrates the true strength of these Japanese electronics giants from the side. A country that is rich and enemies is the best adjective for them.

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"Okay. I have no problems."

Lin Shuqiang was said to have lost his temper by astronomical figures. What is incomprehensible does not need to be understood.

"I heard you need support? What kind of help do you need now?"

This was the headmaster's question, and the meeting finally came to the highlight.

"The first one, lack of money!"

The answer was very fast. Optoelectronics and LED companies have embarked on the path of loan expansion. Money is always better.

"You are still short of money? Your monthly profit is over one million, right!"

Principal Lin questioned again. The popularity of large LED screens is almost universally known. Due to capacity constraints, orders have been scheduled for half a year.

"This month's net profit is almost 4 million. But we spend more!"

Two new factories are under construction. This kind of semiconductor-level plant is actually burning money. Especially when the plant construction is based on LCD as the ultimate goal.

Although the construction of the plant is built under the name of the LED company, in the end, it is not certain whether the LED company has the opportunity to use it.

Moreover, as the triangle debt becomes more and more serious, it will not be easy to continue to swindle loans.

"How much do you need? The school will see how to figure it out."

Principal Yang felt that if the number was not big, he could help. After all, the development momentum of optoelectronics is very good. This is the same as bank loans. The better a company's qualifications, the easier it is to get a loan.

"One hundred million dollars, is there?"

It was an astronomical figure, and it was reported immediately.

"What's the next difficulty?"

There is no need to talk about the powerless things.

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"This LCD project is different from any previous projects, and also different from LEDs. We need comprehensive support."

"Tell me!"

The LCD project is actually very close to the wafer project. Both the amount of investment and the length of the industry chain can be compared one-to-one.

The construction cost of the first generation line is between 100 million and 200 million US dollars. In the international arena, a most advanced 8-inch wafer line can be built at a cost of US$150 million.

In later generations, when the construction cost of the 12-inch wafer fab rose to the level of 3 billion US dollars, the construction cost of the LCD production line also rose to the level of 4 billion US dollars!

If the LCD project is to be successful, it must proceed in an all-round way in four aspects.

The first one is the research and development of the core process technology of LCD. With the help of the LCD core team, Cheng Yongxing can still manage to maintain this work with the help of information from later generations.

The second is the development of LCD-related equipment. Currently in the construction cycle of the first generation of TFT-LCD, manufacturers and equipment manufacturers all over the world are actually advancing in exploration.

Some key equipment, such as PECVD, lithography machine, etc., are carried out separately by several photoelectric equipment companies.

Others require outsourcing.

The third is the construction of LCD production lines.

This work is currently being carried out by Wang Qingshan with people.

This institution needs more strength to supplement it. LCD projects are completely different from LEDs.

The construction of the production line includes civil construction, equipment approach, and process design. Without a team of 4,50 people, this command post cannot be played.

The fourth is the full-color engineering headquarters. (The original project No. 0 has been renamed)

This headquarters not only includes the function of production line construction, but also includes the organization and research of raw materials, coordination of related equipment, and outsourcing.

Although the optoelectronic equipment has been built up, they can only solve part of the design work of the core equipment. Most of the other equipment needs to be customized and outsourced.

These outsourced equipment also need to invest manpower and material resources to design relevant technical parameters one by one and negotiate with the manufacturers. The same is true for future acceptance.

In addition to production line equipment, production line construction and construction, various raw materials required for LCD production, such as polarizers, light guide plates, etc., have also come to organize the supply of goods. After the production line is built, it will finally be cooked without rice.

Since everything is the first time, the manpower and material resources required can be imagined.

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I heard that such a huge plan came out. The room was silent for a long time.

If there are any similar examples that can be compared horizontally, they are the 531, 908, and 909 projects in the semiconductor industry, which are of the same level!

This is completely a national level project!

How do you say this plan? I am afraid that with all the strength of the University of Technology, it will be difficult to complete.

The University of Technology has participated in many major national engineering projects, but has no experience in taking the lead in organizing such a large project.

But the benefits behind this plan are so moving.

If Cheng Yongxing puts out this plan first, someone will believe the figure of 15 billion in sales revenue and 6 billion in profit.

The project is so large that it is no longer just economic benefits.

Project 908, 909, can you organize it if you want to organize it?

The success and failure of these two projects, even after 30 years, are there few verbal criticisms on them?

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"According to your statement, this is simply an impossible task!"

Professor Xi reacted first.

If Cheng Yongxing hadn't come forward, everyone could only take it as a joke. This discolored glass plate actually hides this big plan.

"Why do you say that?"

"The first question is the amount of investment. Your current funds can't support such a large project."

At this time, everyone understood why Cheng Yongxing dared to ask for 100 million U.S. dollars.

LED company, the expected annual profit of 150 million yuan in 1992, just now everyone took it as an astronomical figure. But in the LCD project, if the development of various upstream raw materials and equipment development investment are added, this little money is simply not enough.

The funding gap here is to no avail to sell the Gongda University.

"The second one is time! Your plan is to start production in the middle of next year. What month is it now? It's September now!"

You may not have LCD experience, but everyone knows the construction cycle of the wafer production line. Especially before this meeting, some research work was done more or less.

In the 908 project, the construction cycle of the fab was established according to a three-year plan.

LCD production line, no matter how fast it is, it is always necessary for more than a year.

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