#头条创作挑战赛#
Before reading this article, please click "Follow" to facilitate your discussion and sharing. This article is only published in today's headlines, and it is not allowed to be carried on any platform, and the handling must be investigated.
Copywriting |
Edit | Greenhead
Foreword: Samsung's profits plummeted for embarrassing reasons
According to the latest announcement released by Samsung Group, the group's profit in 2023 will fall by 84.92% year-on-year, and the profit will fall below 10 trillion won for the first time in 15 years.
According to the analysis of "Financial Network", the mobile phone and semiconductor business, as the two pillars of Samsung's profits, have now been overtaken by the mainland, and the collapse of Samsung's profits is also reasonable. Samsung, who wanted to encircle and suppress us, is now almost out of his backyard.
Many Korean media netizens said that Samsung's plunge was related to the mainland, is this really the case?
Today, I will talk to you about the precarious Samsung, and see why Samsung has been so miserable in the past two years.
半导体业务锐减，国内半导体技术迅速发展
In fact, one of Samsung's main businesses is Samsung's semiconductors, especially in memory, which has a great advantage.
Therefore, the previous flagship mobile phones all used Samsung's storage, and the only competitors at that time were Hynix and Micron, compared to Samsung, it was still a little less interesting.
In 2019, the Sino-US trade friction escalated, and Samsung took the lead in responding to the beautiful country and began to restrict the semiconductor business with the mainland.
I thought that this move would not only freeze the development of semiconductors in the mainland, but also further open up the Western market, but I never thought that the mainland's overtaking would come so quickly.
Samsung's abacus is also playing well, focusing on a limit, price increase, and thinking that it is the most cost-effective way to sell less and make more.
If you follow Samsung's brain circuit, domestic production will obviously not rise quickly in terms of memory, so this time it will be decided on the Chinese market.
However, China's semiconductor industry has not stagnated, and even under the stimulation of foreign countries, the mainland's semiconductor industry has developed rapidly and gradually has an advantage.
YMTC has not only achieved breakthroughs in several key technologies, but also has more advantages in cost, allowing Continental to gradually enter the world's leading echelon in the field of memory chips and win the market share left by Samsung's withdrawal in one fell swoop.
This also caused Samsung's chip inventory to surge, and it had to barely maintain the balance between supply and demand by reducing production, and the profit of the semiconductor business also evaporated by 96%.
手机业务遭暴击，国内手机的份额仅有1%
Many people think that Samsung mobile phones are angry with Chinese people because of the Samsung Note 7 recall case, but in fact, this is only the main reason.
The fundamental reason is that Samsung is too slow and has already fallen behind.
Samsung doesn't have too many advantages compared with a lot of Android domestic mobile phones, and Samsung's system is really anti-human, and the only bright spot is the screen.
But today's screen is also slowly being surpassed by domestic production,At present, BOE、Huaxing Optoelectronics、Tianma、Visionox has besieged Samsung screens。
High-frequency PWM dimming is like a gap,Quickly poured in by domestic screen manufacturers,Glory's latest Magic 6 has broken through4320Hz High-frequency dimming,Eye protection is unbeatable。
This year, there are few domestic flagship mobile phones that use Samsung screens, and made in China has become the mainstream, so the motivation for Chinese consumers to support domestic production has never been patriotism, but the charm of technology itself, and it is obvious that Samsung has lagged behind in this regard.
Samsung mobile phones can only rely on foreign markets to increase sales, although Samsung is still the world's highest mobile phone sales brand, but Samsung's sales in foreign countries are low-end machines, profits are very limited.
Lee Jae-yong, chairman of Samsung Electronics, frequently visited China in order to return to the domestic market and expressed his willingness to renew friendship.
Subsequently, it also invested 3 billion US dollars to build a factory in Xi'an to expand the production scale and technology research and development capabilities.
But after all, we can't change our dislike of Samsung, and domestic independent brands have long been different.
The domestic market has begun to change, and domestic production has risen rapidly
Nowadays, domestic mobile phones are also constantly squeezing the market share of "imported products", even the iPhone 15 has also seen a sharp decline, and Huawei's strong rise has completely frightened the United States and the West.
In fact, Apple should be more worried than Samsung, this year's iPhone 15 compared to Huawei Mate 60 can be described as a natural difference, one is that it is difficult to find a machine, and the other is a price reduction promotion.
Huawei Mate 60 is still very popular, Apple's Double 11 flagship price reduction has exceeded 1,000 yuan, and various problems have been complained about.
At present, the lack of product competitiveness is the biggest problem, but have you ever thought about a question, is there really no configuration in domestic mobile phones?
Such as fast charging, high-frequency dimming, etc., these must be there, but Apple still wants to continue to boil frogs in warm water, which is not good.
Samsung's strategy is similar to Apple's, and it is clear that this strategy has a strong red flag as the product power of one trade-off decreases.
Summary: Samsung's era has passed, and it can be regarded as a glorious history
In Samsung's heyday, nearly 80% of its products were made in China, and 60% of its profits came from the mainland market.
Perhaps before making the decision to blindly cut off supply, Samsung should have foreseen the current results.
The current situation of endless ups and downs is just self-inflicted.
When I was in college, both Apple and Samsung could always win everyone's attention, and Samsung still had a great advantage in domestic production at that time.
If you want to buck the trend in the tide of technology, you need to keep up with the direction of the trend.
As the Korean media commented, "Samsung is paying for its previous blindness". But if Samsung wants to return to the top, I'm afraid it's very difficult, please like and support it if you agree.
Please click "Follow" in the upper right corner to avoid missing the wonderful content, and you can also leave your comments to discuss with you, thank you for your strong support!
Note: The picture comes from the Internet, and the infringement is deleted
The data graph comes from Canalys, and the analysis is a personal opinion and is for reference only.