Samsung's mobile phone business is available in the Chinese market, and its market share is less than 1%. However, its recent financial report released in the first half of this year shows that its sales revenue in the Chinese market has reached a new high, and the Chinese market has surpassed the Americas to become it. The largest source of income.why?
Samsung is more than just a mobile phone company
Chinese consumers' understanding of Samsung is mostly based on the fact that it is the world's largest mobile phone company. This position has been maintained since it defeated Nokia in 2012, but it has lost its brilliance due to the failure of its mobile phone business in the Chinese market. .
In fact, Samsung is also a global leader in a number of industries, with a strong mobile phone industry chain. Samsung is the world's largest storage chip company. In 2017, it has a market share of DRAM memory of about 46% and a market share of nearly four cities in the NAND flash market. In recent years, the price of memory chips has continued to rise, making Samsung the biggest winner and promoting It surpassed Intel for the first time last year to become the world's largest semiconductor company. At present, the price of NAND flash has dropped and DRAM memory chips continue to rise. In the second quarter of this year, Samsung Semiconductor's revenue-leading Intel advantage has expanded to more than 20%.
Last year, Apple adopted OLED panels for the first time. Due to the huge influence of Apple in the smart phone industry, this is accelerating the popularity of OLED panels in the smart phone industry. Chinese mobile phone companies are also adopting OLED panels. In the second quarter of this year, the global smart phone industry is targeting OLED panels. The surge in demand has spurred panel companies to accelerate the production or expansion of OLED panels. At present, Samsung is the leader in the panel market of small and medium-sized OLEDs (mainly for digital electronic products such as smart phones), which accounts for more than 90% of the market. The OLED panel of iPhoneX is only supplied by Samsung. It is expected that Samsung will also adopt two OLEDs for Apple this year. The exclusive supply of the panel's OLED panel for the iPhone.
The results of 2017 show that the memory chip and panel business are Samsung's two major sources of profit, and promote Samsung's quarterly net profit to record highs, showing how profitable Samsung has gained from its leadership in these two industries.
In addition, Samsung is also a leader in chip manufacturing. It has achieved the leading edge of the largest chip foundry TSMC in 14/16nm FinFET, 10nm, 7nm processes; it is also in CMOS, chip design and other industries. Has an important position. It is because of its advantages in the industry chain that it continues to provide hardware innovation and has won the only position in the high-end mobile phone market that can compete with Apple.
Strong industrial chain strength drives high sales in the Chinese market
China's mobile phone companies have risen rapidly in recent years. In 2017, seven of the world's top ten mobile phone companies came from China, which highlights the fact that Chinese mobile phone companies have already challenged the strength of Samsung and Apple. However, the reality is that domestic mobile phone companies are still highly dependent on Samsung. Supply of components such as foreign companies.
The storage chips of Chinese mobile phone companies mainly rely on imports. At present, the top three DRAM memory chips in the world are Samsung, SK Hynix and Micron; the top six NAND flash memory chips are Samsung, Toshiba, SanDisk, SK Hynix, Micron and Intel, such as Samsung mentioned above. The industry is in the first place and has an absolute advantage. When the shipments of Chinese mobile phone companies continue to hit new highs, Samsung's storage chip revenues continue to hit new highs.
In terms of OLED panels, Chinese mobile phone companies are more dependent on Samsung. OPPO and vivo in the domestic mobile phone top four have always provided high deposits to Samsung to ensure that Samsung supplies OLED panels; Xiaomi used LGD's OLED panel, but found that it has a gap in technology with Samsung, this year's release of Xiaomi 8, Xiaomi 8SE adopts Samsung's OLED panel; last year it was said that Huawei will use BOE's OLED panel. However, mate10 Pro and P20 Pro all adopt Samsung's OLED panel, highlighting the high dependence of domestic mobile phone companies on Samsung OLED panels.
Meizu now adopts a diversified strategy in terms of chips. It also uses Qualcomm, MediaTek and Samsung's mobile phone chips. At the beginning of this year, Xiaomi and Meizu competed for Samsung's CMOS to improve the shooting performance of mobile phones. This highlights Samsung's CMOS. Technical advantages.
As a result, domestic mobile phone companies have adopted a large number of Samsung products in terms of memory chips and OLED panels. In the case of Samsung’s mobile phone business in China, Samsung’s sales in the Chinese market have reached new highs. The Chinese market contributed 32.7% of sales to Samsung, surpassing the American market, which has consistently contributed the largest percentage of revenue to Samsung, highlighting the huge competitive advantage that Samsung's industrial chain business has.
However, Samsung can't afford to worry about it. Samsung's mobile phone business and TV business have provided strong support for its development of the industry chain with strong competitive advantages. If Samsung's mobile phone business and TV business are further recessed, it is likely that In the event of misfortune and its industrial chain business, the innovation capability of the industrial chain business may decline, and the bargaining power will be weakened.
On the other hand, China is accelerating its own industrial chain strength. China's three major memory chip companies - Changjiang Storage, Hefei Changxin, and Fujian Jinhua are deployed in the NAND flash and DRAM industries respectively, and are expected to start production at the end of this year; The large panel company BOE's OLED panel production line has been put into production, and Huaxing Optoelectronics' OLED panel production line is expected to be put into production in 2020. The rise of China's mobile phone companies will provide support for these domestic industrial chain companies, and they will likely become a major threat to Samsung in time.
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Samsung is more than just a mobile phone company
Chinese consumers' understanding of Samsung is mostly based on the fact that it is the world's largest mobile phone company. This position has been maintained since it defeated Nokia in 2012, but it has lost its brilliance due to the failure of its mobile phone business in the Chinese market. .
In fact, Samsung is also a global leader in a number of industries, with a strong mobile phone industry chain. Samsung is the world's largest storage chip company. In 2017, it has a market share of DRAM memory of about 46% and a market share of nearly four cities in the NAND flash market. In recent years, the price of memory chips has continued to rise, making Samsung the biggest winner and promoting It surpassed Intel for the first time last year to become the world's largest semiconductor company. At present, the price of NAND flash has dropped and DRAM memory chips continue to rise. In the second quarter of this year, Samsung Semiconductor's revenue-leading Intel advantage has expanded to more than 20%.
Last year, Apple adopted OLED panels for the first time. Due to the huge influence of Apple in the smart phone industry, this is accelerating the popularity of OLED panels in the smart phone industry. Chinese mobile phone companies are also adopting OLED panels. In the second quarter of this year, the global smart phone industry is targeting OLED panels. The surge in demand has spurred panel companies to accelerate the production or expansion of OLED panels. At present, Samsung is the leader in the panel market of small and medium-sized OLEDs (mainly for digital electronic products such as smart phones), which accounts for more than 90% of the market. The OLED panel of iPhoneX is only supplied by Samsung. It is expected that Samsung will also adopt two OLEDs for Apple this year. The exclusive supply of the panel's OLED panel for the iPhone.
The results of 2017 show that the memory chip and panel business are Samsung's two major sources of profit, and promote Samsung's quarterly net profit to record highs, showing how profitable Samsung has gained from its leadership in these two industries.
In addition, Samsung is also a leader in chip manufacturing. It has achieved the leading edge of the largest chip foundry TSMC in 14/16nm FinFET, 10nm, 7nm processes; it is also in CMOS, chip design and other industries. Has an important position. It is because of its advantages in the industry chain that it continues to provide hardware innovation and has won the only position in the high-end mobile phone market that can compete with Apple.
Strong industrial chain strength drives high sales in the Chinese market
China's mobile phone companies have risen rapidly in recent years. In 2017, seven of the world's top ten mobile phone companies came from China, which highlights the fact that Chinese mobile phone companies have already challenged the strength of Samsung and Apple. However, the reality is that domestic mobile phone companies are still highly dependent on Samsung. Supply of components such as foreign companies.
The storage chips of Chinese mobile phone companies mainly rely on imports. At present, the top three DRAM memory chips in the world are Samsung, SK Hynix and Micron; the top six NAND flash memory chips are Samsung, Toshiba, SanDisk, SK Hynix, Micron and Intel, such as Samsung mentioned above. The industry is in the first place and has an absolute advantage. When the shipments of Chinese mobile phone companies continue to hit new highs, Samsung's storage chip revenues continue to hit new highs.
In terms of OLED panels, Chinese mobile phone companies are more dependent on Samsung. OPPO and vivo in the domestic mobile phone top four have always provided high deposits to Samsung to ensure that Samsung supplies OLED panels; Xiaomi used LGD's OLED panel, but found that it has a gap in technology with Samsung, this year's release of Xiaomi 8, Xiaomi 8SE adopts Samsung's OLED panel; last year it was said that Huawei will use BOE's OLED panel. However, mate10 Pro and P20 Pro all adopt Samsung's OLED panel, highlighting the high dependence of domestic mobile phone companies on Samsung OLED panels.
Meizu now adopts a diversified strategy in terms of chips. It also uses Qualcomm, MediaTek and Samsung's mobile phone chips. At the beginning of this year, Xiaomi and Meizu competed for Samsung's CMOS to improve the shooting performance of mobile phones. This highlights Samsung's CMOS. Technical advantages.
As a result, domestic mobile phone companies have adopted a large number of Samsung products in terms of memory chips and OLED panels. In the case of Samsung’s mobile phone business in China, Samsung’s sales in the Chinese market have reached new highs. The Chinese market contributed 32.7% of sales to Samsung, surpassing the American market, which has consistently contributed the largest percentage of revenue to Samsung, highlighting the huge competitive advantage that Samsung's industrial chain business has.
However, Samsung can't afford to worry about it. Samsung's mobile phone business and TV business have provided strong support for its development of the industry chain with strong competitive advantages. If Samsung's mobile phone business and TV business are further recessed, it is likely that In the event of misfortune and its industrial chain business, the innovation capability of the industrial chain business may decline, and the bargaining power will be weakened.
On the other hand, China is accelerating its own industrial chain strength. China's three major memory chip companies - Changjiang Storage, Hefei Changxin, and Fujian Jinhua are deployed in the NAND flash and DRAM industries respectively, and are expected to start production at the end of this year; The large panel company BOE's OLED panel production line has been put into production, and Huaxing Optoelectronics' OLED panel production line is expected to be put into production in 2020. The rise of China's mobile phone companies will provide support for these domestic industrial chain companies, and they will likely become a major threat to Samsung in time.
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