People walk on the Bank of the river, which have not wet shoe. Electronics giant Samsung this also fails escape performance continued to decline to consecutive losses. More sorrow, loss of business is the most proud of the semiconductor and LCD ( LCD).
According to the Wall Street daily reports, Samsung Electronics estimate for the quarter ending in June 30th operating profit in the 3.5 to 3.9 trillion trillion Han Yuan Han Yuan, sales in the $38 to $40 between Han Yuan and Han Yuan. Compared with the first quarter operating profit year-on-year reduction of 34.2%, sales were reduced by 11.6%, the second quarter performance did not improve Samsung, continued to show a continued slump.
Relevant person in charge until the second half of Samsung semiconductor market is stagnant all the time, business is more difficult than first half of the year.
Cling to vertical integration business model.
Based on this, this experience of crisis Samsung will how to reverse the adverse situation, face numerous competitive firm rise ceaselessly, its consider to give up the existing business model, or to the level division of mode transition?
Samsung master pushed vertically integrated business model, all industrial chain. Has been committed to the core components began to train independent production of goods, including its own products LCD TV business.
It is reported, in the current market demand is low, pile up in excess of requirement of the environment, with vertical integration mode as a representative of the sharp has been determined from mainland China and Taiwan procurement from 20 to 40 inches panels, but the company has not shaken. Earlier this month, Samsung announced the liquid crystal panel branch merges into the semiconductor division, in addition, the second half of 2011 global strategy meeting, Samsung discusses the Samsung LCD ( LCD) poor sales performance of the causes and solutions, apparently, did not intend to give up the existing business model of samsung.
" SamSung of the company's biggest characteristic is not rigidly adhere to certain business, which make money to do what, a not down. Panel and semiconductor business is unlikely to give up, decline industry factors more rock", the heart of IT Business News Network said:" internal business integration model is the Samsung business model, can greatly save cost, improve product market competitiveness, can afford the price war, even if the panel, semiconductor and other bulk material loss, but also from the mobile phone, television and other product sales earned back, and more than half of global flash from Samsung, why he can quickly launch of Android mobile phone, also do their own Bada operating system, even windowsphone7 off, because the internal business integration patterns play a role."
Samsung relevant responsible person said, Samsung performance that shows declining tendency, because last year the contribution of Samsung Electronics 70% operating profit for the semiconductor and flat panel display two operations are encountered obstacles.
A semiconductor is to create a hero of Samsung, LCD business has also been a Samsung pride, what Samsung will appear so big" error"? IT business news journalist pertinent question interviewed mobile Internet consultant Wang Bin ( the heart of rock ), he said:" the panel slump, because the market is saturated, the price dropped to panel."
The letter also said permanent securities, Samsung performance decline mainly because PC and computer needs low, coupled with the low cost advantage of China mainland and Taiwan panel makers gradually cut a striking figure, lead parts supply exceeds demand, profit margins have been squeezed.
At the same time, the national consumer electronic channels alliance secretary-general Wu Xianjian expressed his concerns:" Samsung + TCL ST faction, and LG + Skyworth LC faction, in the panel area of the confrontation in 2012 will be the official confrontation, BOE, sharp panda and Taiwan panel mainland capacity expansion, it may lead to mainland China panel production after Taiwan ultradian catch Han at the same time, cause the global panel worry about overcapacity.
The future of Samsung Electronics will continue to face the risk of decline in performance, or evade the crucial point, or reduce the semiconductor and liquid crystal display panel business dependence, temporarily do not know it will adopt what kind of strategy to improve the existing situation and meet the challenges of the future, but one thing is certain: Samsung, a short period of time will not give up the model of vertical integration.
The information above is from Shenzhen LCM, LCD, LCD screen, LCD display module manufacturers -- Xingyuhe electronic collection.
