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SamSung electron released 2019 money recently year outstanding achievement is looked into first quarter, business profit drops greatly compared to the same period 60% , achieve nearly 10 quarters new low. Most business of the memory chip of core, indication screen is fatigued and weak, supply exceeds demand, the company with this the biggest Korea exposes to the sun oneself " face the crisis " .
But if you are sung with this decline SamSung, despise this company, when be slightly early.
These year, note7 explosion inflicts heavy losses on mobile phone, it begins transition to sell chip, chip is fatigued and weak nowadays, it should change again blast: The quantity produces market of mobile phone of China of equipment of communication of chip of 5G base band, raise the quota, return... existence is brushed madly to feel in 5G domain.
When China to put down firm word " the latest next year surmounts SamSung mobile phone " when, samSung had been copied China for backyard. The market studies report of company IHS Markit shows, global 5G corresponded 2018 equipment beforehand appraise shipment measures a respect, samSung city is occupied rate amount to 21% , exceed Nuojiya (20% ) , China for (17% ) , be next to love to establish a letter (24% ) .
Li Jianxi of SamSung group president ever said, "Outside cannot changing with the child besides wife, other everything should change " . Hold water 80 old, this crisis feeling surpasses strong company, move toward the peak of global science and technology from fruit agency, ambition and actual strength are proportional, let oneself live in the trend forever.
To Chinese enterprise, this big hill crosses mobile phone of 5G times SamSung very easily probably, but the SamSung of backside of shake SamSung mobile phone is Caesarean, still block and difficult.
01
The force of the whole nation, korea " 5G the first " hold read aloud
Will 5G and " the country carries " delimit of equal-sign, it is China and United States not merely, still have economy of whole world be callinged " canary " Korea. The station is in Korea backside, fling caution to the winds implementation " 5G whole world the first " pioneer, be the plutocrat with this the biggest country -- SamSung.
Korea resource shorts, depend on imports and exports badly. Global economy has a sign of disturbance or trouble, korea economy often takes the lead in making response, become the vane of world trade.
2018, korea GDP is added fast put delay to 2.7% , achieve 6 years of lowest, 8 pillar industry encounters steely, petro-chemical, mechanical, car, shipbuilding, semiconductor, monitor, smartphone the country such as medium, day is challenged, product of two big main export -- the production of car and semiconductor and exit in pairs glide, also ring alarm bell of market of noisy whole world.
New below tide of round of science and technology, 5G, the fulcrum that economy of this prize number changes, it is the United States, country such as medium, Europe not only / the contends for surely ground of the area, also be regarded as to carry by Korea brace up economic hope.
Be in early in June 2018, korea already completed 5G spectrum sale. To " 5G business is used the first " renown head, korea was shown in " Shen Wei " those who go up hold read aloud, situation in must not hesitate lean " grab " . For this, 3 operation business and Verizon of American operation business still performed big fight of a public relations.
Verizon plans to serve at rolling out 5G on April 11 originally; Telecommunication of KT of Korea operation business, SK and LG Uplus are in surely on April 5.
Cannot think of, verizon reachs the plan suddenly ahead of schedule on April 4 before dawn, hit opponent one unawares. But Korea operation business also is not abstain from eating meal, after getting an information on April 3 urgent at 11 o'clock in the evening the 5G that start serves, get countervail place to wish to become the state of global network of the first enlightened 5G eventually, shifted to an earlier date 1 hour than the United States.
On April 5, korea rolls out the 5G that faces average consumer formally to serve, mobile phone of edition of SamSung Galaxy S10 5G is synchronous also appear on the market, make the whole world the first 5G mobile phone that appears on the market formally.
On April 8, on activity of congratulatory 5G commercial, korea president Wen Zaiyin expresses, "The world the first " mean Korea standard to be able to make world standard, 5G will be the base that prospective Korea innovation increases.
Grab " 5G the first " later, korea government announces ambitious 5G strategy: Serve as 5G drive " the 4th Industrial Revolution " crucial platform, will invest 30 trillion Han yuan (add up to 26 billion dollar) , to 2022 network of 5G whole nation builds first, created valence to be worth the exit forehead of 73 billion dollar for relevant domain 2026.
A public relations is great between the country battle backside, it is the contention of commanding elevation of strategy of science and technology, final stay arrives get army between the enterprise right definitely.
Be in the SamSung in this 5G mad tide personally, 5G is a battle that cannot lose more.
Get memory chip market fatigued and weak, price glides wait for element influence, samSung electron predicts 2019 money year do business first quarter profit will drop greatly compared to the same period 60% , drop to 2016 since the 3rd season lowermost level, it is only history of the 3rd quarter is highest last year 1/3 of the value. SamSung needs to lend 5G stand out a crisis.
2018, the sale of company of electron of a SamSung, 15% what occupy Korea GDP almost, propping up Korea industry of the semiconductor in 8 big pillar, monitor, smartphone. Say from another angle, korea is in the strength that cites the whole nation supportive SamSung develops 5G.
02
The SamSung of backside of SamSung mobile phone is Caesarean
Korean lifetime cannot prevent 3 type thing -- death, taxation and SamSung.
The field is created in global electron, samSung also is such cannot the existence of steer clear of.
Mention SamSung, what people thinks of first most often is home appliance and mobile phone, actually, this iceberg that is SamSung empire one horn. Of the territory of SamSung empire wide, you imagine Yuan Chao, there is products of SamSung electron, SamSung, SamSung below the banner life-insurance 3 extraction bound 500 strong. What the domain forms for years is make cover the position of the unifinication of entire industry catenary such as semiconductor, indication screen, home appliance, mobile phone in the electron, formed the cornerstone of times of 5G of SamSung go on an expedition.
Take the edition of Galaxy S10 5G that just appears on the market for, the tall Tong Xiaolong that what its use is not mainstream of manufacturer of Chinese mobile phone 855 platform, however SamSung is newest admiral processor Exynos 9820 and Exynos Modem 5100 of base band of first independent 5G.
On April 4, samSung releases chip of much money 5G at a heat, include Exynos Modem 5100, new odd chip radio frequency to send and receive implement Exynos RF5500 and modulator solution Exynos SM5800.
Connecting high, SamSung, China for, He Ziguang of division of hair of Intel, couplet exhibits vigor in the company of chip of these 6 base band having 5G, can offer solution of chip of complete 5G mobile phone, besides connect high, have SamSung only. More arrogant is, samSung 5G chip already began a quantity to produce.
Take machine of oneself heavyweight admiral to do 5G chip to popularize breach, 5G chip, make the one ring that newest solution locks up SamSung on perpendicular industry catenary from this.
Hold water 81 years, this Korea electron tycoon with distribute fruit build up, all previous classics counts second transition and industrial cycle, already forginged a conformity of extremely strong perpendicular industry catenary and the ability of meet an emergency that hold a trend.
"Note7 explosion door " hind, a lot of people say SamSung " should be over " , did not think of this becomes the crucial node of its transition however. 2013, samSung electron or profit of a mobile business are occupied than restricting the company of 70% , 2017, the agreement of its profit 70% had come from semiconductor business.
4 years of time, samSung one step by step the point of growth from " smartphone " smooth switch arrives " chip " " screen " on, master firmly of crucial electron component in him hand, if show screen, processor, memory, batteries, chip is acting even,be versed in. This makes SamSung does not suffer supply catenary handicap, always can roll out innovation sex to be tasted newly at the person of the same trade first.
In mobile phone domain, after exceeding Nuojiya 2012, samSung is already successive sat 7 years on throne of first of market of global mobile phone, although nearly 3 years SamSung is finished almost " lose " Chinese market.
In semiconductor domain, 2017, samSung exceeds Intel, become the semiconductor with the greatest whole world to produce business. 2018, battalion of SamSung semiconductor annual receives 75.9 billion dollar, continue to hold a title head of a list of names posted up; NAND shines 35% what put chip sale to take global market, 43.9% what DRAM chip takes global market.
In domain of monitor face plate, samSung holds income of market of whole smartphone video the portion of 57.8% (include face plate of LCD, OLED) , the very speech that has market of high-end face plate counterpoises. IHS Markit report says, face plate of OLED of the 3rd quarter held global smartphone market 2018 (by income) 61% above, among them, samSung is exclusive 93.3% .
Depend on this kind of integrated ability, samSung once was broken for screen, the HTC vigour that allows at the summit of one's power is hurt greatly, also second of bound of mobile phone of current whole world apple, old 3 China for " play " must turn all round.
Overbearing be like an apple, pester a body with SamSung lawsuit, the batteries that in Shang Yan business still wants to use a SamSung and OLED display screen.
At present, samSung has many in the progress on 5G fast, the apple has much worry. Because 5G chip is pendent, the image that the apple links 5G mobile phone did not see. Media coverage says, the apple has intent to be connected SamSung, high purchase chip of 5G base band, refuse however. The manage that SamSung gives out (borrow) by (mouth) be, produce can insufficient.
Be in China, samSung because " Sa heart " , " Note7 explosion door " suffering a crushing defeat, become " 3 funeral " , share of mobile phone market 20% from 2013, fall 0.7% 2018, exit China almost.
But, "Elder brother is absent all corners of the country, all corners of the country is circulating however the fokelore of elder brother " . SamSung went 3 years, however move China is keep a firm hand on, the lifeblood of the tycoon of Chinese mobile phone such as millet, OPPO, Vivi.
Half of country of market of machine of the national champion in desertioning, samSung battalion closes and gain blazes new trails repeatedly unexpectedly tall, the oldest hero spends the firm of Chinese mobile phone that buys SamSung component madly at high price namely.
SamSung once the young associate of one numerous face plate such as electron of get together LG, be suspected of conspiring to operate price of liquid crystal face plate, still change for this by Chinese hair appoint punish fines 353 million yuan, final SamSung admits punish 101 million yuan, a drop in the sea that earns in Chinese market not quite.
"I by skill behave like a hooligan, you have skill to be not bought... "
Impetus is feral be like China for, the chip of Hai Saiqi Lin that grinds oneself is broken through ceaselessly, in photograph the upriver industry catenary such as group resembling a model, indication screen still person of be enslaved to be enslaved to, suffer fully sneer at.
On March 26, china release P30/P30 Pro of new admiral mobile phone to be in Paris, yu Chengdong of consumptive terminal CEO ridicules " Galaxy mobile phone does not pat SamSung to give Galaxy(the Milky Way) " , instantly call in SamSung rancors suddenly.
109+96 ＞ 112+89. SamSung shows off: Of Galaxy S10+ photograph compare like the head China for P30 Pro ox
Insinuation China is the picture of mobile phone photography that shows on the news briefing, the likelihood is filmed instead by sheet.
Competition of mobile phone circle is intense be current " saliva battle " , vermicelli made from bean starch is zealous " watch the scene of bustle " . Comment on what have hundreds only all the year round " SamSung Galaxy Gai Leshi " Guan Wei, because on March 27 the small gain of these two attack by innuendo, results turns judge assist to pass 10 thousand.
This is not SamSung first time is used so small (Liu) clever (Mang) means is snide China for.
In those days, samSung eye sees China sell for Mate 9 Pro hot, begin to make stumble child, stop money single-handed, rise in price single-handed, let China the bad name that is sale of the hunger on the back.
Pan Jiutang of copartner of department of millet estate investment the small gain cut at that time pursues
Then, mate 20 of mobile phone of Hua Weiqi naval vessel chose second LG electron and the screen with Oriental Beijing 2018. Result, a batch of Mate 20 of the electron that use LG appear on the market to happen namely before long " green screen door " .
These year, china it is pair of SamSung everywhere beware of, also must face reality however. This, so-called should rescript take a picture regular China for P30, darling still used SamSung AMOLED screen, what to explain racily to cry " hate me to cannot leave me again " , "I like you to see me not the model that pleasing to the eye does not to drop me again " .
03
2019 China attack for SamSung each other " hinterland "
Of course, samSung also is not have nothing worry about, without adversary.
China to say, "The latest next year exceeds SamSung " ; SamSung says, "Suffer a defeat in communication equipment sphere China for " . 2019, china to attack hinterland of the other side with SamSung each other, become the hotspot with the biggest group of science and technology.
In mobile phone domain, china be is the challenger with the biggest SamSung, in shipment the respect such as product of quantity, chip, innovation launchs full-scale attack. And the Chinese firm of the catenary of industry of upper reaches of a batch of break out of an encirclement such as memory of Beijing east, TCL, the Yangtse River grows ceaselessly, also laying the professional work such as the indication screen of SamSung, semiconductor, each checkmate, for China offerred more a way of escape to wait for terminal business.
2018, china for mobile phone carry everything before it, global market share 14.65% , a year of promotion is close 5% , shipment volume amounts to 206 million, do not differ with the apple 30 million, differ with SamSung 86 million, no wonder Yu Chengdong dare put a word " exceeded SamSung the latest 2020 " .
2019 up to now only 3 months, from fold screen mobile phone, chip, to respective admiral machine, china for with SamSung for many times openly PK, open up many battlefield.
SamSung also is in China market action again and again, it seems that stage a come back: Accelerate mainland to change, raise a company to change branch, branch leader uses a Chinese, cooperate intimately with medium of communication of operation business, cable business... according to saying, up to March 19, volume of shipment of chinese mainland of series of newest admiral Galaxy S10 already exceeded 500 thousand.
While Hua Weijiang attacks hinterland of SamSung mobile phone, samSung also begins to be opposite China bed base camp -- eye covetously of 5G equipment market, grab only China the order that it is 5G.
On the plenary meeting of SamSung electron shareholder that held on March 20, samSung IT and DJ Koh of mobile branch chief disclose, undertaking related to 5G business buy, the target is to 2020, 5G equipment market is occupied than coming by 3% promotion 20% .
For this, samSung will invest 22 billion dollar in 5G network and AI respect, transfer first-class staff goes network ministry, increase business of equipment of devoted and telegraphic network. In addition, samSung forms an alliance with Japanese manufacturer NEC the 5G technology such as station of radical of research and development, terminal, main goal is the country that the United States, Japan, Australia home made product in prohibiting enters and district order.
For example, in China for " water is spilled do not enter " the United States, samSung in a large-scale push forward, already obtained the large sheet of AT&T, Verizon, Sprint and business of T-Mobile4 big operation.
In the Asia, in Feburary 2017, with Japanese telecommunication company KDDI finishs 5G successfully to turn over an experiment. KT of business of SK Telecom of business of the biggest operation, the 2nd big operation also is opposite Korea China to say not, 5G order is loved to establish letter, SamSung and Nuojiya to divide up. Up to now, samSung already provided station of 53000 5G radical to Korea operation business. And China to obtain order of LG Uplus little part only.
Be in Europe, orange of French operation business states the 5G network equipment to SamSung is very interested, the beginning of the year once had a test to the 5G equipment of SamSung this year.
Boycott China is the crucial archives mouth that the United States and its allied country are taking the advantage of 5G layout, the effect that causes begins to show. 2018, china exceed instead to be loved to establish a letter, painful break head of market of global telecommunication equipment an ancient folding chair, share of 5G equipment market still is inferior to SamSung even.
On April 6, IHS Markit newest report shows, 2018 on share of market of global mobile equipment, love establishs a letter to surmount China for, 2 years of return are separated when the first. Among them, love establishs letter portion for 29% , increase 2.4 percent compared to the same period, china fall for portion to 26% , glide compared to the same period 1.9 percent. Nuojiya, resurgence and SamSung row 3-5 name, portion is respectively 23.4% , 11.7% with 5% .
Of 5G communication equipment beforehand city of appraise shipment volume takes rate side: Love establishs a letter also with 24% to lead, 21% what be SamSung electron respectively next, 20% Nuojiya's, china be in to be discharged only the 4th, city is occupied rate for 17% .
Love establishs a letter to say, at present already with the whole world 17 operation business signed contract of 43 5G business, the whole world offers money be in order of many 300 5G base station.
China for money newspaper also mirrorred somewhat 2018: 2018 China grow 19.5% for total sales, consumer business income exceeds operation commerce Wu first, and income of traditional operation commerce Wu glides compared to the same period 1.3% . China be the 5G equipment report that give out is:
Business is signed to use a contract in the whole world and business of more than 30 operation
Whole world of 5G radical station delivers goods the quantity exceeds 40000
Hold 2570 5G are patent
Cast the interference of above ministry element, china bed actual strength is beyond question. China Yang Chaobin of president of the product line that it is 5G emphasizes, in 5G respect China precedes at least to compare a person of the same trade 12-18 month, it is the 5G firm with the biggest whole world.
European Patent Office (EPO) the report that publish shows, 2018 China refer an amount to be 2485 for patent application, rank the whole world the 2nd, exceed SamSung (2449) .
But ten thousand changes in the twinkling of an eye of tide of science and technology, exterior element is daedal, adversary people attacking a city to unplug stockaded village.
In money newspaper, spell president Guo Ping is mentioned, "Fort is very easy from in-house breach, fort is the easiest also from exterior strengthen " . China for father Ren Zhengfei is more than also say, china it is the hour with had gone to very dangerous, outside wanting to thank the United States to wait, ministry pressure lets China rise to unite.
What argue leans between country and country is national power, the good actual strength between the enterprise is order. 5G just starts, cake is enough big, be prepared for danger in times of safety, overcome laches, take adversary seriously, hold a trend, let oneself be in dance Taichun to end forever, ability won't be abandoned by the market.
, The End,
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