[原创]现代制造业解构（图解乌搞版）
<p><img src="attachments/dvbbs/2007-07/1183606179601810.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183606179601810.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>现代制造业并不随着科技的发展而越来越复杂，而是越来越简单，制造业几乎和儿童玩积木没有什么区别。</p><p><img src="attachments/dvbbs/2007-07/1183606788430746.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183606788430746.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /><br /></p><p>让我们来看一看所谓先进的液晶彩电，作为一个组装厂，也就是把下面七块积木堆积起来而已<br /></p><img src="attachments/dvbbs/2007-07/1183615563680926.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183615563680926.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /><br />[align=right][color=#000066][此帖子已经被作者于[lastedittime]1183615570[/lastedittime]编辑过][/color][/align]让我们看一看一个DIY组装液晶电视的经过
<p><img src="attachments/dvbbs/2007-07/1183607356809213.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183607356809213.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>到市场上买这些零部件回来。<br /></p><p><img src="attachments/dvbbs/2007-07/1183607418528599.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183607418528599.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这块电路板不要害怕，人家全部给你做好了，你只要把接线端子处的地方，插上连接线。<br /></p><p><img src="attachments/dvbbs/2007-07/1183607725731867.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183607725731867.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这样就和液晶显示板连接上了。<br /></p> <p><img src="attachments/dvbbs/2007-07/1183608340421059.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183608340421059.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>发烧友把电视信号（模拟）电路板、液晶驱动（数字）电路板、背光逆变电路板、电源电路板和液晶显示板组装起来，即可成简易的液晶彩电。<br /></p><p><img src="attachments/dvbbs/2007-07/1183608603226414.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183608603226414.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>再把它们装在一个漂亮的塑料筐内，变成了漂亮的产品。<br /></p> <p>好了，我们知道了DIY组装液晶彩电很简单，接下来我们开始投资办一个液晶彩电厂，实际上是规模化的、组织化的DIY，道理上没有太大的区别。</p><p>好了，我们就从股市上增发50亿股票，用来投资液晶彩电厂。 </p><p><img src="attachments/dvbbs/2007-07/1183618171981640.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183618171981640.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>我们建了厂房<br /><img src="attachments/dvbbs/2007-07/1183618184769463.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183618184769463.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>购买生产线设备</p><p><img src="attachments/dvbbs/2007-07/1183618879950187.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183618879950187.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /><br />聘请工程师、组建科研团队、研制样机、中试。</p><p><img src="attachments/dvbbs/2007-07/118361837520431.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/118361837520431.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>到劳动市场招工，人山人海。</p><p>招工<br /></p><p><img src="attachments/dvbbs/2007-07/1183619011562986.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183619011562986.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>试产<br /></p> <p><img src="attachments/dvbbs/2007-07/1183620953943952.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183620953943952.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p><br /><img src="attachments/dvbbs/2007-07/1183620980563239.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183620980563239.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这个液晶显示器是关键零部件，成本的核心在这里，当你刚入行，不必担心液晶显示原理，外协厂家帮你全做好了，液晶供应商集中在日本、韩国和中国台湾，大陆也有少量供应，台湾的比较便宜。 </p><p><img src="attachments/dvbbs/2007-07/1183621428169202.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183621428169202.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这块主要接口电路板可以委托一些电视机厂家或者为电视机配套的电子厂家制造，上海、东莞、深圳。 </p><p><img src="attachments/dvbbs/2007-07/1183621501292963.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183621501292963.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这些一般电子厂或者专业电源电路板厂都有大量供应，东莞深圳。<br /><img src="attachments/dvbbs/2007-07/1183621512490303.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183621512490303.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p><img src="attachments/dvbbs/2007-07/1183621710159152.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183621710159152.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这些在东莞浙江一带大量存在<br /><img src="attachments/dvbbs/2007-07/1183621749859810.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183621749859810.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这类面筐类的塑料件，浙江一带大量廉价供应，外观上可以和进口产品媲美。<br /></p> <p><img src="attachments/dvbbs/2007-07/118362284688380.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/118362284688380.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>好了，我们把电路板装到液晶显示器背板的设计好的位置。<br /><img src="attachments/dvbbs/2007-07/118362285852279.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/118362285852279.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>（注意是真名牌）</p><p>再装上浙江塑料件厂的漂亮面板，我们真名网的第一台液晶彩电成功生产出来了，啊呀，图像怎么是倒的？嗨，技术不成熟，装配时把显示器反过来装了，哪个笨蛋干的，要炒掉。<br /></p> <p><img src="attachments/dvbbs/2007-07/1183623823895526.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183623823895526.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>不管了，开新闻发布会，真名卖真名牌平板（液晶属于平板类彩电的一种）啦。<br /></p> 抢购。 <p>可是不要高兴得太早，一年下来，每台出厂价是5000元，可是成本要5290元，每台亏损290元，股票大跌。</p><p><img src="attachments/dvbbs/2007-07/1183625457603111.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183625457603111.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /><br /></p> <p>人家外资品牌卖6999元，国产得卖5999元，真名牌彩电属于杂牌，所以只卖5888元，国美苏宁盘剥又厉害，出厂价只有5000元。明年市场竞争更加激烈，所以还得降价，这下怎么办？</p><p>我想真名网友一定会知道亏损的原因，并提出好得建议。</p> <p><img src="attachments/dvbbs/2007-07/1183631436678596.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183631436678596.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>亏损了才知道微笑曲线的规律，原来总装太容易了，买来部件一装，一点技术含量都没有，肯定赚不到钱啦。</p><p>君不见，长虹、康佳、TCL都亏损了，这个原因很主要。</p><p>为了避免亏损，要么往下游跑，自建销售渠道，要么往上游跑，自制有高科技含量的部件。<br /></p> <p>结论很快会得出，作为平板电视的核心部件液晶显示器，成本费用中占据80％，整机厂家再除去材料、人工、折旧，毛利几乎为零，事业根本不能进行下去，唯一出路就是也生产核心部件。</p><p>核心部件的生产厂家一部分利润，如果整机厂家拿来生产的话，还可以转化一部分税收为利润，同时从整机那里获取边际贡献，利润状况迅速改善。</p><p><img src="attachments/dvbbs/2007-07/1183649720230184.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183649720230184.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>另外电子电路和塑料件自制，或许有一部分利润。<br /></p> <p>要想上马液晶显示器，首先我们要搞懂液晶显示器的原理。<span lang="EN-US" style="font-size:9pt;color:black;font-family:&#718:;&:;#805:;mso-fareast-font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa"><font face="宋体, MS Song"> </font></span><span style="font-size:9pt;color:black;font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa;mso-ascii-font-family:&#718:;&:;#805:;mso-hansi-font-family:&#718:;&:;#805:">液晶面板是以液晶材料为基本组件，由于液晶是介于固态和液态之间，不但具有固态晶体光学特性，又具有液态流动特性。当通电时，液晶排列变的有秩序，使光线容易通过；不通电时排列混乱，阻止光线通过。</span><span lang="EN-US" style="font-size:9pt;color:black;font-family:&#718:;&:;#805:;mso-fareast-font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa"><br /><font face="宋体, MS Song"> </font></span><span style="font-size:9pt;color:black;font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa;mso-ascii-font-family:&#718:;&:;#805:;mso-hansi-font-family:&#718:;&:;#805:">液晶面板包含了两片相当精致的无钠玻璃素材，中间夹著一层液晶，当光束通过这层液晶时，液晶本身会排排站立或扭转呈不规则状，因而阻隔或使光束顺利通过。大多数液晶都属于有机复合物，由长棒状的分子构成。在自然状态下，这些棒状分子的长轴大致平行。将液晶倒入一个经精良加工的开槽平面，液晶分子会顺着槽排列，所以假如那些槽非常平行，则各分子也是完全平行的。</span></p><p><img src="attachments/dvbbs/2007-07/1183650792676429.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183650792676429.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>简单理解为在显示面任何一点上，有个开光可以控制开和关。</p><p>但是彩色的生存还要复杂一点。</p><p><span lang="EN-US" style="font-size:9pt;color:black;font-family:&#718:;&:;#805:;mso-fareast-font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa"><font face="宋体, MS Song"> LCD</font></span><span style="font-size:9pt;color:black;font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa;mso-ascii-font-family:&#718:;&:;#805:;mso-hansi-font-family:&#718:;&:;#805:">由两个相互垂直的极化滤光器构成，所以在正常情况下应该阻断所有试图穿透的光线。但是，由于两个滤光器之间充满了扭曲液晶，所以在光线穿出第一个滤光器后，会被液晶分子扭转</span><span lang="EN-US" style="font-size:9pt;color:black;font-family:&#718:;&:;#805:;mso-fareast-font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa"><font face="宋体, MS Song">90</font></span><span style="font-size:9pt;color:black;font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa;mso-ascii-font-family:&#718:;&:;#805:;mso-hansi-font-family:&#718:;&:;#805:">度，最后从第二个滤光器中穿出。另一方面，若为液晶加一个电压，分子又会重新排列并完全平行，使光线不再扭转，所以正好被第二个滤光器挡住。总之，加电将光线阻断，不加电则使光线射出。因此液晶分子在电视使用过程中是不会消耗能源的，所加的电压才会，但这还不是液晶电视能源消耗的主要方面，而是背光光源。</span><span lang="EN-US" style="font-size:9pt;color:black;font-family:&#718:;&:;#805:;mso-fareast-font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa"><br /><br /><font face="宋体, MS Song"> </font></span><span style="font-size:9pt;color:black;font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa;mso-ascii-font-family:&#718:;&:;#805:;mso-hansi-font-family:&#718:;&:;#805:">液晶本身是不会显色和发光的，那么我们从液晶屏幕上的图象又是从哪里来的呢？其实液晶面板是被动式显示器件，自己无法发光，只能通过光源的照射显示图像。目前绝大多数液晶电视采用冷阴极荧光管作为背光光源。冷阴极荧光灯管内充满惰性气体和微量水银，并在玻璃管内壁涂有荧光粉，当加高电压到管两端的电极上时，两极便开始放电，水银会因电子或充入的惰性气体的原子等相互碰撞而被激活，发出紫外线，紫外线再激活荧光粉发光。经过长期不断的改良，目前的冷阴极荧光管技术已经非常成熟，其使用寿命长，在亮度、节电性等方面性能优异。冷阴极荧光管属于管状光源，为了使屏幕不同区域的亮度均匀，需要大量附件。</span><span lang="EN-US" style="font-size:9pt;color:black;font-family:&#718:;&:;#805:;mso-fareast-font-family:宋体;mso-bidi-font-family:宋体;mso-ansi-language:en-us;mso-fareast-language:zh-cn;mso-bidi-language:ar-sa"><br style="mso-special-character:line-break" /><br style="mso-special-character:line-break" /></span><br /><img src="attachments/dvbbs/2007-07/1183650800658236.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183650800658236.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /><br /></p> <p>要想把乡下佬搞懂这液晶的原理看来是困难的了，没有办法，又要上这个项目，那只好收购兼并了。</p><p>假定我们找到一家快要破产的厂家，我们以低价收购下来，那么我们可以运作这家厂家，看看液晶显示器里成本是如何分摊的。</p> <p><img src="attachments/dvbbs/2007-07/1183651389468365.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183651389468365.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>一旦运作了以后，才知道，液晶的江湖也不好搞，成本主要部分还是材料，不是所有厂家赚钱的，还是掌握了原材料技术的厂家赚钱，中国大陆的京东方，亏得一塌糊涂。<br /></p><p><img src="attachments/dvbbs/2007-07/1183651696360447.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183651696360447.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p class="MsoNormal" align="left" style="margin:0cm 0cm 0pt;line-height:100%;text-align:left;mso-pagination:widow-orphan;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">TFT-LCD</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">产业完全是一个上游主导型的产业。一方面，上游处于少数厂商市场，彩色滤光片、玻璃基板、驱动</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">IC</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">、背光模组、偏光板、液晶这</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">6</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">大领域中每个领域的主要厂家都不超过</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">10</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">家。并且每个领域的前</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">5</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">家掌握了大约</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">70-100%</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">的市场份额。而这些上游的上游，比如彩色滤光片的上游光阻，背光模组的上游</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">CCFL</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">灯管，偏光板的上游</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">TAC</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">，则处于不到</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">5</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">家这样的垄断局面中。下游面板厂家只能被动接受，不能主动出击。所以本报告主要研究就是上游领域。</span></p><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt"><p class="MsoNormal" align="left" style="margin:0cm 0cm 0pt;line-height:100%;text-align:left;mso-pagination:widow-orphan;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">上表为全球八大大尺寸</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">TFT-LCD</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">厂家</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">2006</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">年</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">1</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">季度业绩表现对比表。虽然友达和奇美收入远不如三星和</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">LG</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">飞利浦，但是毛利率比韩国厂家好得多。奇美比</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">LG</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">飞利浦高</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">7</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">倍之多，友达比</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">LG</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">飞利浦高</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">6</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">倍。而二线厂家基本上都亏损，显示出</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">TFT-LCD</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">产业大者恒大，强者恒强的局面。</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt"><br /><br /></span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt"> 台湾厂家之所以取得如此高的毛利，主要是台湾厂家在上游原材料方面布局非常完善，而非是依靠廉价的人力成本，除玻璃外台湾友达和奇美集团可以生产几乎所有的上游原材料，而原材料成本占液晶面板成本的</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">70%</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">以上，台湾厂家自然获利比三星和</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">LG</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">飞利浦好得多。以友达为例，友达关联公司威力盟，可以提供背光模组中昂贵的</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">CCFL</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">灯管。友达投资的达信可以生产偏光板，友达可以自制占成本最高的彩色滤光片，与友达在同一个厂区的康宁可以提供紧缺的玻璃基板，友达关联公司联咏则是全球第一大</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">TFT-LCD</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">驱动</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">IC</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">厂家。</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt"><br /><br /></span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt"> 而二线厂家亏损严重，以京东方巨亏</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">5.7</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">亿人民币为首，同时京东方的收入也是最少的。上广电也不会好多少，京东方是以</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">17</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">英寸为主要产品，上广电</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">NEC</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">以</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">15</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">英寸为主要产品。而</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt">15</span><span style="font-size:9pt;line-height:100%;font-family:宋体;mso-bidi-font-family:arial;mso-ascii-font-family:arial;mso-hansi-font-family:arial;mso-font-kerning:0pt">英寸目前市场极小，且利润微薄。</span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt"><p></p></span></p></span><span lang="EN-US" style="font-size:9pt;line-height:100%;font-family:arial;mso-font-kerning:0pt"><p></p></span><p><br /> </p> <p>这下完了，被套得很深了，要么割肉，壮士断臂退出江湖，要么一不做二不休，索性把原材料的活也干了。这样才能获得赢利。</p><p>现在的彩电产业不是这个问题就是那个问题，平板电视更新换代来到，我们的核心技术措手不及。</p> <p>靠，就我一个菜农挑灯夜战，那帮彩电国营企业的老总们早去睡觉了，怪不得搞不好。</p><p>谢谢希阳美来慰问。</p><p>明天再继续。</p> 这个证明了乌搞党也要伟光正了，至少，这个帖子是可以作为教材的。[em144][em144][em144] <p>让我们来看看液晶工厂的大概样子。</p><p><img src="attachments/dvbbs/2007-07/1183682712925767.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183682712925767.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>对于液晶总装性的厂家，设备比彩电厂高档一些，但是也是劳动密集，简单组装，没有出现重化型机电设备，所以液晶显示板的工厂成本主要被原材料厂家控制。</p><p><br /> </p> <p>从人家那买液晶屏久要 4000元，自己赚那点小钱～～看来还是（科）技不如人啊 。</p><p>偶原来公司给美国公司做贴牌牛仔裤子订单，全部工厂材料，利润，运费，保险，自己利润，，，，才5块美金左右一条，运到美国就是50－100美元1条。作孽啊 ，中国人。</p> <div class="quote"><b>以下是引用<i>黄剑峰</i>在2007-07-05 18:33:40的发言：</b><br /><p><img src="attachments/dvbbs/2007-07/1183631436678596.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183631436678596.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>亏损了才知道微笑曲线的规律，原来总装太容易了，买来部件一装，一点技术含量都没有，肯定赚不到钱啦。</p><p>君不见，长虹、康佳、TCL都亏损了，这个原因很主要。</p><p>为了避免亏损，要么往下游跑，<strong>自建销售渠道</strong>，要么往上游跑，自制有高科技含量的部件。<br /></p></div><p>戴尔没有工厂，全部别人组装，还是自己的品牌。<strong>它只管渠道和营销</strong>，不是最牛鼻嘛，按理它是一点技术含量没有的 。</p> <p>厚叔这个问题问得非常有技术含量。</p><p>这个涉及到我自己发现的经济定律波粒两重性的菜氏定律：</p><p>菜氏波粒两重定律为：任何经济规律从历史长河来看，都是波动的，而一定时期，任何经济主体都是随机的粒子正态分布在规律曲线上。</p><p>等一下画一个图。</p> <img src="attachments/dvbbs/2007-07/1183715421601716.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183715421601716.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /><br /> 请问菜农，电脑配置的液晶显示器，是不是能减少对眼睛的伤害？如果是，其原理是什么？这是我比较关心的问题。谢谢！[em04] <div class="quote"><b>以下是引用<i>希阳美</i>在2007-07-06 19:11:41的发言：</b><br />请问菜农，电脑配置的液晶显示器，是不是能减少对眼睛的伤害？如果是，其原理是什么？这是我比较关心的问题。谢谢！[em04]</div><p></p><p>你这个问题技术含量太高了，我不是研究液晶、荧光显示屏、等离子的专家，也不是眼科专家，我只是在企业担任投资企划经理一段时期对高科技行业进行了一些研究，所以对这个问题回答是外行。</p><p>自己的感觉是这样的，显示器对眼镜的伤害是闪烁、辐射、过分光亮几个因素，液晶比荧光显像管式的都要健康一些，但是液晶由于其背后也是冷阴极荧光灯，也有微量闪烁、辐射和过分光亮的问题，长时间看，眼镜视力下降也很快，中年人引起白内障早发，还是一个用眼卫生的问题。</p><p>一定要注意间隔休息，长时间盯显示屏，都是要损害眼睛的。</p> <p><img src="attachments/dvbbs/2007-07/1183774196875952.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183774196875952.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>言归正传，厚叔说的问题，引出了波动说和粒子说，就算处于微笑曲线高端的京东方和上广电，液晶工厂的亏损也是吓人的，而出于组装的低端的戴尔公司也是赢利的，这样看行业微笑曲线不是一次谐次波曲线，而是波动得厉害的高次谐次波，影响波动的主要原因是机制和治理结构，第二位原因应该是市场策略、营销模式等经营性的因素，第三个原因才是技术因素。</p><p><br /></p>[align=right][color=#000066][此帖子已经被作者于[lastedittime]1183774302[/lastedittime]编辑过][/color][/align] <p>几乎所有的产品都有核心部件，榨果汁机的核心部件是电机，平板电视中核心部件是液晶显示器，空调的核心部件是压缩机，微波炉的核心部件是磁控管，汽车的核心部件是汽车发动机……，中国在改革开放初期，先上马组装工厂，核心部件都是从日本、美国、欧洲购买回来的，如彩电的显像管从日本进口，空调压缩机从日本进口，汽车发动机从西德进口等等，大家都知道帝国主义利用核心部件赚中国人的钱，伟大的中国领导人和广大爱国群众一起，从农民廉价收购来的粮食出口挣点外汇，购置了生产核心部件的生产线，显像管工厂、压缩机工厂都一一开始引进。</p><p>但是，拿了纳税人的建立的国营工厂，几乎一律是亏损的，而且也做不好产品质量，这个问题在美的99年收购了国营万家乐压缩机公司股权以后，给中国的核心部件产业点燃了一盏明灯。</p><p><img src="attachments/dvbbs/2007-07/1183776064747011.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183776064747011.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p><br /> </p> <p><img src="attachments/dvbbs/2007-07/1183777390702945.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183777390702945.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这次会谈确定了收购东芝万家乐的意向。<br /></p> <p>所谓中国家电制造业龙头企业是这样的实绩堆积出来的。</p><p><img src="attachments/dvbbs/2007-07/1183778341747491.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183778341747491.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>这种成功说不容易也不容易，说容易也容易，只要把国营机制改成民营就可以了，东芝的技术加广东的民营机制，竞争力自然超强。</p><p>东芝在华投资企业也就这个企业最赚钱了。凡是东芝和美的合资都是赢利的，东芝和TCL、长岭、小天鹅的合资都是亏损的。简直到了逢国必亏的地步。</p> <p><img src="attachments/dvbbs/2007-07/1183779119507084.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183779119507084.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>继99年成功收购压缩机以后，美的的老总从高端产业中赚得太舒服了，研究决定在微波炉产业中再建造一个核心部件工厂，把技术引进或者收购兼并的重任委托给菜农，如果不成功，以前功劳再大，也要炒鱿鱼，民营企业不养闲人，所以菜农单骑赴日，深入虎穴，猎取虎子。</p><p>2001年再度成功收购了三洋的磁控管产业，三洋彻底退出了磁控管产业，三洋进来仔买爷田不心疼，已经卖了很多产业了，当初三洋的副社长签署卖磁控管产业的协议时，一脸哭丧的样子，樱花贸易公司的朋友告诉我，这在古代日本，就要剖腹自杀了。</p><p>我曾经在98年参观过三洋的液晶工厂，在2001年，我提起液晶技术可否搞技术引进时，三洋的高官酒都呛出来了，眼珠都要瞪出来了，液晶是三洋的赚钱的命根子，贸易商朋友赶紧踩我的脚，不要再说下去了。</p> <p>好了，我们看了那么多例子，我们是否可以得出结论，所谓的技不如人，是不成立的，而是制度不如人是根本的。</p><p>在现代国际化市场环境下，产业技术研究优势不足以成为最主要优势，例如三洋的技术、东芝的技术一定比美的好，但是他们拥有这些优势，并不能经营下去，美的顺利地收购下来了，变成了美的的技术，美的再招聘日本、韩国的特混舰队技术队伍，逐渐也拥有技术力量。</p><p>台湾的友达、奇美等液晶工厂，赢利水平是两位数的，高于菲利普、夏普和三洋，这说明中国人在智力水平上并不比欧美和日本人差，大陆的产业如此糟糕，完全是因为被制度戕害了，只要大陆让民营企业走向正规化、国际化道路，通过收购兼并手段，迅速切入高科技产业，完全是可以的。</p><p>台湾的企业和大陆美的的业绩证明了这条道路行得通。</p><p>而国营企业走高科技道路不管怎样起伏，最后害了财政、害了银行、害了股民，必然死路一条。</p>[align=right][color=#000066][此帖子已经被作者于[lastedittime]1183780695[/lastedittime]编辑过][/color][/align] <div class="quote"><b>以下是引用<i>黄剑峰</i>在2007-07-05 18:33:40的发言：</b><br /><p><img src="attachments/dvbbs/2007-07/1183631436678596.jpg" border="0" onload="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onmouseover="if(this.width>screen.width*0.7) {this.resized=true; this.width=screen.width*0.7; this.style.cursor=\'hand\'; this.alt=\'Click here to open new window\nCTRL+Mouse wheel to zoom in/out\';}" onclick="if(!this.resized) {return true;} else {window.open(\'attachments/dvbbs/2007-07/1183631436678596.jpg\');}" onmousewheel="return imgzoom(this);" alt="" /></p><p>亏损了才知道微笑曲线的规律，原来总装太容易了，买来部件一装，一点技术含量都没有，肯定赚不到钱啦。</p><p>君不见，长虹、康佳、TCL都亏损了，这个原因很主要。</p><p>为了避免亏损，要么往下游跑，自建销售渠道，要么往上游跑，自制有高科技含量的部件。<br /></p></div><p>从这张图上, 我们可以看出中国国有企业缺在哪一块: 没有R&D. 有了这部门也不怎么做事情,或者做不好事情,就像华为,ZTE什么的.</p>[em05][em05] <p>举的华为中兴正好是最不支撑观点的例子。</p><p>华为和中兴无论和国内哪家企业相比，R&D都是强势的，投入是巨大的（华为年投入30亿），国际上竞争力是显著的，除了联想，很难找到匹敌的公司，真会找例子。</p><p>华为和中兴两家的实力对比也正好证实我的理论，中兴本来是科班出身，拥有电讯行业一流的专家，技术开发也早，获得国家科技成果奖也早，但是被后起之秀华为爬过了头。原来中兴有国资背景，这国资本来也不是坏婆婆，已经很帮忙了，帮到后来自己的企业却比起民营企业矮了一截。</p><p>华为的老板实在是个粗人，搞人事出身，办企业后，不是做开发生产的，而是代理商，就是倒爷，没有文化气质，但是，就是这民营的机制，却可以后来者居上，华为技术历史非常短，具备开发产品的能力是在九十年代初期，那时没有R&D，而具备R&D的能力是2000年后的事情，为这个事情也闹了很多风雨，这些技术很多是偷来的人家告侵权。但是偷也因为是懂行地偷，做一点小修小改，结果人家就告不倒了，而华为自己的技术人员偷了公司出去（其实也技术人员本人的技术），就被任正非告倒了，这里说这个事不是为了说明谁是谁非，而是说明华为具有自主开发能力了。（凡有R&D的地方，必有专利官司发生。）</p><p>这说明民营资本只要建立好良好的经营机制，技术的培育、引进、加强不是非常难的事情，在现代资讯条件下，技术平台如建筑楼宇一样迅速可以搭建，并马上发挥威力，迅速击败老牌的国有技术官僚们，也可以对抗拥有先进设备和经验的跨国巨头们。</p><p></p> <p><a id="ImgSpan" href="http://www.zmw.cn/bbs/uploadfile/forum/2007-07/1183776064747011.jpg" target="_blank"><img alt="按此在新窗口浏览图片" src="http://www.zmw.cn/bbs/uploadfile/forum/2007-07/1183776064747011.jpg" border="0" /></a></p><p>－－－－－－－－－－－－－－－－－－－－－－－－</p><p>资本神奇的力量啊 </p><p>有时候，嫁接一下就 产生鬼斧神工。</p> <div class="quote"><b>以下是引用<i>菜农</i>在2007-07-09 00:05:22的发言：</b><br /><p>举的华为中兴正好是最不支撑观点的例子。</p><p>华为和中兴无论和国内哪家企业相比，R&D都是强势的，投入是巨大的（华为年投入30亿），国际上竞争力是显著的，除了联想，很难找到匹敌的公司，真会找例子。</p><p>华为和中兴两家的实力对比也正好证实我的理论，中兴本来是科班出身，拥有电讯行业一流的专家，技术开发也早，获得国家科技成果奖也早，但是被后起之秀华为爬过了头。原来中兴有国资背景，这国资本来也不是坏婆婆，已经很帮忙了，帮到后来自己的企业却比起民营企业矮了一截。</p><p>华为的老板实在是个粗人，搞人事出身，办企业后，不是做开发生产的，而是代理商，就是倒爷，没有文化气质，但是，就是这民营的机制，却可以后来者居上，华为技术历史非常短，具备开发产品的能力是在九十年代初期，那时没有R&D，而具备R&D的能力是2000年后的事情，为这个事情也闹了很多风雨，这些技术很多是偷来的人家告侵权。但是偷也因为是懂行地偷，做一点小修小改，结果人家就告不倒了，而华为自己的技术人员偷了公司出去（其实也技术人员本人的技术），就被任正非告倒了，这里说这个事不是为了说明谁是谁非，而是说明华为具有自主开发能力了。（凡有R&D的地方，必有专利官司发生。）</p><p>这说明民营资本只要建立好良好的经营机制，技术的培育、引进、加强不是非常难的事情，在现代资讯条件下，技术平台如建筑楼宇一样迅速可以搭建，并马上发挥威力，迅速击败老牌的国有技术官僚们，也可以对抗拥有先进设备和经验的跨国巨头们。</p><p></p></div><p></p><p>华为老总是我的校友真是种耻辱.</p><p> </p>[em03]页:
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