Source: Taiwan Economic Daily Society

In the first half of this year, affected by the downturn in the semiconductor industry, especially the memory market price plummeted, Samsung's electronic performance collapsed, and the net profit plummeted 95%compared to a year ago.77%, but it seems to be bottomed out; South Korea has always been a competitor in Taiwan, and Samsung is the enemy of TSMC.

Samsung's revenue mainly depends on the two pillars of semiconductor and smartphones. When the semiconductor business with a large fluctuations is sluggish, the smartphone department makes up for losses. As for the display and home appliance department, due to the fierce competition of land enterprises, the income has been significantly significant.reduce.

In terms of smartphones, the recent profitability has declined significantly. Samsung has high hopes for the launch of the latest models Galaxy Z Fold 5 and Galaxy Z FLIP 3 in August this year.The needs of consumers, Samsung cannot catch up with the leading Apple iPhone, and even the number of young people in Korean young people has twice the number of Samsung phones. On the other hand, Chinese smartphones quickly catch up with their low price advantages and quickly catch up.Essence

In the past, Samsung, which ranked first in mobile phone sales, has gradually declined. By 2022, the global market proportion has dropped from 31%in 2013 to 21%. In 2022, the operating profit of smartphones from 201325 trillion won, halved to 11.6 trillion won.

Samsung has rely on semiconductor business in recent years to the largest source of revenue, but since last year, the global semiconductor industry has been provoked, especially the memory chip has become a serious disaster -stricken area.Demand seems to have recovery, but NAND memory has always been at a trough. Experts estimate that the loss of the Samsung semiconductor department will last until the first quarter of 2024.

It should have been to make up for the foundry business of memory downturn, and it is not as expected; the original president Li Zaiyu announced in April 2019 that "it will reach the world's first in 2030", but in the second quarter of 2023The work ratio accounts for 59.6%. Samsung (12.3%) not only did not surpass TSMC, but was pulled out. In the future, as Intel and other companies re -enter the foundry field, it is expected that competition will be more intense.

In the face of this crisis, Li Zaiyu officially appointed as President Samsung last October last year, the situation has predicted that "the first year of the president" will not be smooth.In order to inherit the management rights, Li Zaiyu also implemented bribes from Park Geun -hye and Cui Shun. He only obtained President Yin Xiyue for amnesty in August last year and fully restored his power.

In terms of strategy, Samsung is also trapped in his own dilemma. For Japan, the United States and Europe's manufacturing equipment companies, Samsung "is both an attractive customer and an opponent for technology", but TSMC is completely conservative and conservativeCustomers are secretly operating and pay attention to coexistence and prosperity with equipment and material manufacturers.

Samsung accounts for 40 % of the GDP of South Korea. The crisis of Samsung, which is the crisis of South Korea, naturally attracted the attention of South Korea. However, Samsung can stand up again from the crisis. The last crisis occurred in 2016.Note 7's battery has spontaneous combustion or even explosion. Samsung does not conceal the fault in the crisis and is not anxious to blame responsibilities. Instead, he is brave to take the mistake and try to solve the problem quickly, and finally win back the confidence of consumers.

In the face of the external crisis, Li Zaiyu's response is "no matter how do you think, the first is technology, the second is technology, and the third is technology. This is very important."As of the end of September, it reached 129 trillion won, and semiconductor investment increased by 24%.Because it is necessary to rely on cutting -edge technology to fight with the opponent, including robbing customers with TSMC.

TSMC's original 2nm production plan is delayed, and it may be the second quarter of 2025.This means that Samsung may first develop a person to become the first manufacturer with the ability to manufacture 2nm chips, just like the first time to launch the 3 -nanometer GAA process, intending to surpass TSMC.

Whether Samsung can continue to survive the crisis in the future is worthy of our attention, but the high -tech competition is not allowed to relax at all, especially in geopolitical risks. Now the Taiwan Strait is far more than the Korean Peninsula. This makes Huida's artificial intelligence and special specialty.Sla's autonomous driving chips will consider entrusting Samsung's foundry to produce, which will be TSMC's competition and cannot be fucking.