The explosive case that is apart from NOTE7 two years of time, the life with the closest SamSung not quite feel well, although before 2018 3 quarters advance triumphantly all the way, but the outstanding achievement of the fourth quarter flies directly flow to fall continuously: 3 months altogether earned 9.7 billion dollar, juniorer than going 30% . And want to notice, the battalion that this is whole SamSung group closes, the business of SamSung includes to be sure, shipbuilding, landed, retail, electronic consumable is waited a moment, amid, samSung electron occupied battalion camp to close 7 into, and business of SamSung mobile phone seized SamSung electron again 7 into. 2018 the 3rd quarter, the volume of global smartphone shipment of SamSung drops compared to the same period more than 13 ％ , do these share go which? The answer is by China for, millet, the apple gives divide up almost to use up.
Turn into to New Year, money newspaper has not been released this first quarter, samSung released early-warning with respect to the unexpectedly: The money newspaper that estimates the first season should attack again street, ask authority ready-made, do not make share price too ugly. SamSung thinks, as a result of memory chip slump in price, and demand of monitor face plate puts delay, chinese market demand puts delay, bring about a company to go than dropping last year in the gain first quarter half.
This is very interesting, the market share that is in China now because of SamSung mobile phone, already from 20% 5 years ago, drop to present inadequacy 1% , was gone to according to returning by numerous all computation inside Others brand, with hammer mobile phone a level, be in the factory of the last mobile phone of Tianjin, also put out last month. So this thing can be not worn quite Chinese market, be bought with respect to person of it doesn't matter because of itself. Want to should blame an apple quite, because the apple is in what Chinese sales volume also drops to be no good, caused the chip stock keep long in stock of SamSung so, still business of OLED face plate also does not earn money.
Will tell commonly, if successive early-warning of two quarters profit, enterprise greatly bad, this is not short-term wave motion, bite gnash one's teeth to hold out the past, however the strategy 5 years ago gave an issue, a such example is Nuojiya.
In fact, the lifeline with SamSung the vitallest now empire, and gain lifeline with respect to consist in on 3 products: Memory, chip, with OLED screen. In former days the SamSung electron of control the forces of nature, firepower a standard-sized sheet when, where can sell loose mail, it is whole exit entirely: Freezer, washing machine, computer, TV, high school is cheap mobile phone. SamSung sends a hope to be mixed at 5G now but fold mobile phone, will promote oneself mobile phone sales volume, and artificial intelligence and drive automatically will carry brace up oneself share price (last year all the year round the share price of SamSung drops went 1/4) .
However, before the be besieged on all sides that SamSung shows mixes 5 years disparate, above all, the difficulty of memory business to SamSung it is unique, the demand of memory is being reduced all the time, although SamSung held the market share of 39.9% , but sale still dropped than 2017 26% , the reason is very simple, the sale of global smartphone is early entered the period that put an amount, samSung mobile phone sells did not move, malic mobile phone is fatigued and weak also (the apple is the client with SamSung memory the biggest chip) , yamaxun and cereal song also are decreasing to the demand of memory, so SamSung almost the trump card that gamble ground plays him, namely OLED displays screen.
Popular science, present indication screen, major mobile phone is two kinds of screen, LCD and OLED, among them 58% what SamSung held OLED and LCD to show screen market, on OLED screen crop, occupied 93% , compare with LCD screen appearance, OLED screen is more frivolous, more connect fully, operation sensitivity is taller, of course the price also wants expensive an one big chunk, masterpiece has IPhoneX, china for Mate20Pro, the SamSung OLED screen that uses. Can see, same IPhone admiral mobile phone, one changes screen to want 800 only, another wants 3000. 5 years ago, OLED screen volume is produced is a big difficult problem all the time, but SamSung took the lead in capturing this difficulty, realized a quantity to produce, so far other all competitors are swung in back far.
This is LCD screen
This is OLED screen
SamSung depends on his monopoly position, can take extremely high profit, it all the time since the competition in OLED is politic, send an advantage first by right of his namely, hit old screen price to cost line, as Intel at the same time be forced to tell sth bit by bit updates newest OLED screen commonly, can let other manufacturer just complete the product line of old screen so, because cost is taken,be less than order however, fainter the production that has new screen, investment also became an a bottomless pit. So that very difficult somebody can challenge SamSung in this domain, one if be in,chip domain challenges Intel.
2018, whole world altogether sells gave screen of 650 million OLED, samSung eats issued 570 million, so the manufacturer of the whole world is done not have so that choose, can buy SamSung only.
Although OLED screen is expensive really, but cannot sustain it is good, so more and more electron equipment begin to use OLED screen, what the whole world has 61% now is new add electronic equipment, used OLED screen, let SamSung earn rich and generous profit.
The OLED screen of SamSung once was a bank that manufacturer of global mobile phone does not stride the past, but the case had appeared slowly now a favourable turn, samSung makes the main competitor that go up in OLED screen is Beijing east, day horse microelectronics, xia Pu and LG, in front two are Chinese enterprise, although Beijing is Oriental,just hold 3% right-and-left share each with day horse. Do not feel little, because before be, our start is 0, everybody still has the possibility impression, before millet because used Tian Mabing screen, caused incident of screen of yin and yang next, be forced to apologize, turn next the head can purchase Xia Pu only.
4 years past, the screen of day horse company had progressed many, LCD screen be nothing difficult, OLED screen also had finished the quantity of technology of the 6th acting OLED to produce. And Beijing is Oriental this company, had begun as it is said China bed P30 mobile phone offers money, their president expresses, the amount of OLED screen shipment that predicts oneself can achieve 4 million, not only such, beijing east is returned China the fold screen that uses to supply Mate X, this is the technical upland with next rich and generous profit.
China be MateX finish degree very tall
Want to know to be before this, this one piece fat can give SamSung only, no matter be China for millet, still be OPPOvivo, do not have so that choose, each other measure you to contend for me to grab for screen shipment even.
SamSung Fold
Present homebred mobile phone continues on one hand strong performance, on the other hand, shipment measures the whole world the 3rd (the first remains SamSung, nevertheless the shipment volume last year drops greatly 8% ) China the chip that had had oneself for the mobile phone, other the fittings of each respects is rapid also and homebred change. The fold screen mobile phone of SamSung just came out to suffer China those who be MateX is all-around condole is hit, the fittings with the biggest gain that SamSung Lai Yisheng puts with respect to 3 appearance: Screen, memory, chip (it is processor chip not only, still incorporate chip of 5G base band) , and mobile phone industry still has apparent resonance effect, namely malic day live well when, samSung also won't be differred, but the apple faces a very difficult issue now, be difficult to do of its 5G mobile phone, the apple buys the base band chip of 5G to SamSung, samSung expresses the inadequacy that offer money (the close son that must offers him first, still pointing to a mobile phone to make money) , additionally two, connect high in engage in a lawsuit with the apple, one when remain exclusively is China for. Finally, the apple selected the firm that Intel had not cooperated this in mobile phone domain, nevertheless their 5G chip also should arrive ability capacity was produced 2020.
Capacity of ability of Intel 5G next year is produced
5G and fold hold period, before SamSung also does not have 10 years again send an advantage first, at that time China the allowance machine that enjoys operation business to still be in, millet just released millet 2, and what 5G whole world owns most patent now is China for, chip and fold screen also had come true homebred, do not know SamSung is the following does the road want what course to follow? Comment area sees!
