2013年1月9日星期三
Samsung are not insurmountable: lack of imagination
Forbescar dvr magazine's Online Edition said here today, there is no doubt that Samsung is currently one of the industry's hottest global technology company, was completed in just a few years from the "followers" to "leaders" change, dominate the digital TV, LCD and other fields, but the Korea giant it really invincible?
Business empire
The International Consumer Electronics Show (hereinafter referred to as "CES") today kicked off in Las Vegas, Samsung continues to be the most famous names in the event. This Korea Giants on the CES show 4K TV, OLED TV and video search vehicle dvr tools, a wide variety of products, such as new smart phones. As before, Samsung move was not intended to create a new product category, but in the high-end market, so their products lighter and thinner than its competitors, more advanced.
S-Recommendation Samsung smart TV recommendation system is of particular concern, you shout out "comedy", "naked maliao·Batali" (Mario Batali Naked) instructions, recommended projects list pops up on TV. Samsung today announced that fourth-quarter revenue of $ 53 billion, profits of $ 8.3 billion. In 2012 the last three months, Samsung about 500 phones sold every minute in the world.
On a global scale, Samsung digital TV, LCD screen, Flash, DRAM market power, or at least steady in second place. Of course, we are talking about here is Samsung Electronics, which Korea giant owned more than 100 subsidiaries, business involves the construction, automotive, medical and other fields. Electronics is the largest business of Samsung Electronics, but it is not the only business.
Lesson
Samsung success, most commendable in that its coherence. This contrasts with Sony. In the 1980 of the 20th century, the Sony is a leading force in the global electronics industry, built like a Walkman (Walkman) so that new product categories. It also entered the portable TV market, in the 1989 purchase of Colombia pictures, integration of technology and entertainment content. In the public mind, and Sony is a combination of wisdom and independence of two large characteristic "Empire".
Next, the robot dog Aibo came out of the retail price of us $ 2000, Sony is also trying to promote technologies such as Flash, but owing to the high prices and authorization limits, memory stick (Memory Stick) market performance is not satisfactory. Sony is also involved in the PC market, the first success in a thin and light notebook computer, there are from the hands of the company, but it began to shake. In order to win back the favor of consumers, Sony also released products such as Rolly.
We can even compare Samsung and Microsoft. Many people have worried that Microsoft will rule areas such as search, entertainment and shopping online, but no fruit due to the integration of content and technology, Microsoft's plan also fell through.
Secrets of success
Samsung was able to achieve great success, one of the secrets is not too ambitious. I started in 2002 reported that Samsung, the company is in the implementation of "bi-directional strategies" of the third year. The first strategy was to invest heavily in advanced technology and capacity, ensure a stable's share of the parts market. The second strategy is to create high-end consumer electronic devices. By 1999, Samsung is still a second-tier brand, in order to change this situation, start to invest in the areas of marketing, advertising and industrial design. At the time, Samsung are all strangers to these areas.
Ailike·Jin (Eric Kim) werevehicle dvr heads of Samsung marketing, Soraa now company CEO. His first marketing strategy to the Samsung executives lacklustre response. But then Samsung CEO Yin Zhonglong (Jong Yong Yun) told his men, should pay attention to such a strategy, don't blow it. A Samsung Executive recalls: "he said, ' I know what you're thinking, but not to give it a try, how do you know to do so? ’”
This trick really worked. Samsung will eventually replace Sony become the television industry's new Overlord, in the mobile phone market Motorola pushed the throne.
Largest competitor
There is now nothing can hold back the Samsung's footsteps? Certain extent, Samsung's position has never been more secure. Only a handful of institutional investors or enterprises have Samsung so much appetite, dare to spend billions of dollars to build the production of emerging technologies such as Flash, LCD or OLED factory. Even three-star brands in the consumer electronics market decline, but as parts suppliers, it can still generate income. As encouraging exports is Korea a matter of national policy, that Samsung and LG have benefited from.
Of course, the Samsung brand has a short Board. Once again, we associate it with companies such as Sony, Philips and sharp contrast. These companies have developed a range of products. But if you remove the label of a product, it's hard to tell what is the difference between them, and Samsung is no exception. However, Samsung's brand value is higher, it is neither as Dell did not move users to see, did not like HP, management team in disarray.
Apple is Samsung's biggest rivals, but it also faces a number of challenges. Global competition in the smart phone market is far worse than a few years ago the fierce, especially Samsung decided to give company-wide forces against Apple. Moreover, Apple is not as fast as Samsung adjusting production lines: in mature and emerging markets, Apple will suffer from it because of this weakness. After the era of Steve jobs, Apple also encountered a problem. The last 10 years, consumers are sought after Apple products, in large part because the Apple cult. Also, don't forget Apple in patent disputecar dvr in many countries around the world.
Here's Samsung develop three hidden dangers on the road:
Lack of imagination. How to create a new product category, is still short of Samsung. Amazon's leadership was established early in the eBook, and Apple is giving a dying product categories – tablets – revitalized to be the industry leader.
Ambition. While cautious, but Samsung has also not been immune, also want to play a. Samsung said time and again, want to play a greater role in the clean energy market, and dig a few years ago to GE's Environmental Protection Department shidifu·fulude (Steve Fludder). In addition, Samsung invested heavily in LED manufacturing equipment, also plans to invest $ 7 billion in Canada to develop solar and wind energy, will create thousands of jobs for the country.
In many ways, this strategy is significant. Solar panels and semiconductors LED industry, and advanced low-cost chip manufacturing, Samsung's technology is the most advanced in the world. However, these markets are being affected by price wars and the impact of investment policy of the Government of China. China investment policy and in some respects makes Samsung today brilliant Korea policy are very similar. What will happen in the future, everything is unknown.
Lack of stamina. No matter how you mocking Philips, or GE, but don't forget, the two companies in its more car dvrthan 100-year history, has made important contributions to the development of the industries. Philips medical equipment-perhaps highest-end electronic products--the field of Fame. General Electric is a home appliance equipment manufacturers, and in the long run, Jet engines more valuable to the company. Samsung has wind and the field of consumer electronics, also positioned themselves as parts suppliers, but the business eventually may lack the stamina, you also need to dig.
After all, consumer preference has always been elusive, or not, ask whether United States radio companies (RCA).
Sharp: restart and Hon Hai stake in negotiating another option companies
around a stake in Protocol communication still
"We hung mobile dvr continue on a regular basis, but as an alternative, we are also working with companies on a stake and technical cooperation aspects of the negotiations, there was no final results. "On January 9, sharp Kanno, Chairman of greater China in Beijing in straight sharp China investment corporate headquarters told this reporter.
Global wireless technology chip provider Qualcomm on December 4 last year and conclude investment agreements for investment of 120 million US dollars equity participation 5% sharp, sharp's share price in mid-December last year was once continuously rose to 372 yen, although now back down to around 300 yen, but in September last year, the bottom's share price has risen by nearly 1 time. Previously expected full-year net loss of US $ 5.62 billion sharp management has recently also said that in October-December, the company's quarterly performance is much better than expected lastcar dvr year. This makes sharp and Hon Hai in the negotiations, as well as other potential investors such as Intel upgraded.
A number of our negotiating partners
"Hon Hai stake in 37.5% 10 line of the current operating rate has been promoted from per cent in March last year to nearly 90% business performance has been greatly improved, and Hon Hai shares still have a very good basis for negotiations. "Kanno said.
Due to the sharp collapse in the share price, as well as sharp, adhere to the principles of proportion of stakes in the negotiations last September, Hon Hai Group Chairman Terry GOU and sharp negotiations broke up at the highest level. But as sharp in the past months by applying for a new syndicated loan through a financial crisis, Hon Hai is in talks with sharp last December to begin the recovery.
Kanno said the December last year aotianlongsi has been sending letters to GOU, want to achieve Hon Hai and sharp cooperation at an early date. At the same time as no access to China's Taiwan authorities agree, sharp can hope that Hon Hai and Chinese Taiwan authorities continue consultations, agreed with Hon Hai stake in sharp.
Hon Hai and sharp break for a few months on the resumption of negotiations, Taiwan media reported he is mobilizing equity capital, these indications are that Hon Hai's sharp is to resume negotiations.
Due to sharp, adhere to the principle of 9.9% can no longer raise the proportion of shares, Hon Hai stake in sharp's negotiations did not progress soon. While in negotiations with Hon Hai, who is also in negotiations with several potential strategic investors, including Intel.
Kanno said the "percentage of stake in 9.9%, within the framework of our companies can negotiate, including with regard to financing and technical cooperation, although without reaching a final agreement so it cannot disclose the results. ”
In fact, Qualcomm and sharp models as models for other investors can refer to.
According to Kanno presentations straight, sharp's cooperation with the world's third-largest semiconductor maker Qualcomm, in addition to Qualcomm shares, and sharp in cooperation with Qualcomm of Qualcomm subsidiaries optoelectronics technology, using sharp IGZO LCDvehicle dvr Panel technology and Qualcomm MEMS chip technology to develop MEMS displays, high-throughput through this cooperation will elevate the past mode of selling chips to sell Smartphone screen containing the chip.
Sharp San Anqi
In the corner, because the sharp short-term debt crisis on the verge of bankruptcy, Hon Hai, Qualcomm, Intel, Apple, and other potential investors concerned about the investment, the most important thing is unique to the hands of Sharpe IGZO Panel technology.
This reporter learned that, in introducing Qualcomm funding and successfully resolved the IGZO Panel production process yield is too low, after sharp last December has been met with Japan telecom operator NTT Docomo, Softbank, KDDI to launch a variety of smartphones and tablet computers using IGZO panels, these products rely on ultra high clarity and effect have achieved initial success.
Wuxi sharp electronic components company Deputy Chairman tube Jing Zhengzhi said, "and OLED Panel compared to, sharp of IGZO resolution has clear of advantage, and and traditional non-crystal silicon and low temperature more crystal silicon LCD Panel compared to, sharp IGZO in energy-saving area to greatly upgrade, and General smart phone Internet a hours power on consumption half compared to, using IGZO Panel of phone continuous using two days above are no problem. ”
At the same time, IGZO panel touch sensitivity increased significantly, can be achieved even with gloved fingers to completemobile dvr task of handwriting, these technical advantages, such as high-throughput investors expressed a keen interest in cooperation.
Noteworthy is that sharp IGZO technology not only in the field of small and medium size LCD Panel, the United States showed at CES show sharp upcoming 32-inch 4Kx2K IGZO HD monitor products, even said it would launch 86-inch 8Kx4K LCD TV products, it is clear that this technology also continues to be extended.
It is reported that both the Panel factory sharp Kameyama IGZO part production has shifted to production of LCD panels, the conversion and there are no additional costs, at the same time it has been developed in cooperation with a core customer IGZO Panel specifically ordered and received no small order, apparently IGZO is sharp out of the crisis of key technologies.
"We hung mobile dvr continue on a regular basis, but as an alternative, we are also working with companies on a stake and technical cooperation aspects of the negotiations, there was no final results. "On January 9, sharp Kanno, Chairman of greater China in Beijing in straight sharp China investment corporate headquarters told this reporter.
Global wireless technology chip provider Qualcomm on December 4 last year and conclude investment agreements for investment of 120 million US dollars equity participation 5% sharp, sharp's share price in mid-December last year was once continuously rose to 372 yen, although now back down to around 300 yen, but in September last year, the bottom's share price has risen by nearly 1 time. Previously expected full-year net loss of US $ 5.62 billion sharp management has recently also said that in October-December, the company's quarterly performance is much better than expected lastcar dvr year. This makes sharp and Hon Hai in the negotiations, as well as other potential investors such as Intel upgraded.
A number of our negotiating partners
"Hon Hai stake in 37.5% 10 line of the current operating rate has been promoted from per cent in March last year to nearly 90% business performance has been greatly improved, and Hon Hai shares still have a very good basis for negotiations. "Kanno said.
Due to the sharp collapse in the share price, as well as sharp, adhere to the principles of proportion of stakes in the negotiations last September, Hon Hai Group Chairman Terry GOU and sharp negotiations broke up at the highest level. But as sharp in the past months by applying for a new syndicated loan through a financial crisis, Hon Hai is in talks with sharp last December to begin the recovery.
Kanno said the December last year aotianlongsi has been sending letters to GOU, want to achieve Hon Hai and sharp cooperation at an early date. At the same time as no access to China's Taiwan authorities agree, sharp can hope that Hon Hai and Chinese Taiwan authorities continue consultations, agreed with Hon Hai stake in sharp.
Hon Hai and sharp break for a few months on the resumption of negotiations, Taiwan media reported he is mobilizing equity capital, these indications are that Hon Hai's sharp is to resume negotiations.
Due to sharp, adhere to the principle of 9.9% can no longer raise the proportion of shares, Hon Hai stake in sharp's negotiations did not progress soon. While in negotiations with Hon Hai, who is also in negotiations with several potential strategic investors, including Intel.
Kanno said the "percentage of stake in 9.9%, within the framework of our companies can negotiate, including with regard to financing and technical cooperation, although without reaching a final agreement so it cannot disclose the results. ”
In fact, Qualcomm and sharp models as models for other investors can refer to.
According to Kanno presentations straight, sharp's cooperation with the world's third-largest semiconductor maker Qualcomm, in addition to Qualcomm shares, and sharp in cooperation with Qualcomm of Qualcomm subsidiaries optoelectronics technology, using sharp IGZO LCDvehicle dvr Panel technology and Qualcomm MEMS chip technology to develop MEMS displays, high-throughput through this cooperation will elevate the past mode of selling chips to sell Smartphone screen containing the chip.
Sharp San Anqi
In the corner, because the sharp short-term debt crisis on the verge of bankruptcy, Hon Hai, Qualcomm, Intel, Apple, and other potential investors concerned about the investment, the most important thing is unique to the hands of Sharpe IGZO Panel technology.
This reporter learned that, in introducing Qualcomm funding and successfully resolved the IGZO Panel production process yield is too low, after sharp last December has been met with Japan telecom operator NTT Docomo, Softbank, KDDI to launch a variety of smartphones and tablet computers using IGZO panels, these products rely on ultra high clarity and effect have achieved initial success.
Wuxi sharp electronic components company Deputy Chairman tube Jing Zhengzhi said, "and OLED Panel compared to, sharp of IGZO resolution has clear of advantage, and and traditional non-crystal silicon and low temperature more crystal silicon LCD Panel compared to, sharp IGZO in energy-saving area to greatly upgrade, and General smart phone Internet a hours power on consumption half compared to, using IGZO Panel of phone continuous using two days above are no problem. ”
At the same time, IGZO panel touch sensitivity increased significantly, can be achieved even with gloved fingers to completemobile dvr task of handwriting, these technical advantages, such as high-throughput investors expressed a keen interest in cooperation.
Noteworthy is that sharp IGZO technology not only in the field of small and medium size LCD Panel, the United States showed at CES show sharp upcoming 32-inch 4Kx2K IGZO HD monitor products, even said it would launch 86-inch 8Kx4K LCD TV products, it is clear that this technology also continues to be extended.
It is reported that both the Panel factory sharp Kameyama IGZO part production has shifted to production of LCD panels, the conversion and there are no additional costs, at the same time it has been developed in cooperation with a core customer IGZO Panel specifically ordered and received no small order, apparently IGZO is sharp out of the crisis of key technologies.
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