With November 14thSamsungThe release of the financial report, **SamsungSemiconductorsThe cumulative loss for the first three quarters reached 1296 trillion won, which is equivalent toRMB714.5.2 billion yuan. This makesSamsungSemiconductorsThe total profit decreased sharply, almost evaporating by 993%, which was the lowest profit in 14 years. The news is shocking, especially considering a few years agoSamsungAlso beatenApplesIt has become the most profitable company in the world, with annual revenues of 350 billion yuan, accounting for a quarter of South Korea's GDP.
Nowadays, howeverSamsungIt is facing a full-blown "crash", especially in the Chinese market. Memory chips's profit fell by more than 95 percent year-on-year8%, 99 evaporated in eight months3%。This is for youSamsungThis is a big blow, especially given that the company's presence in China has been suffering from setbacks.
Previously,Memory chipsIt has always beenSamsungHuge profits. With emerging industries such as automotive and consumer electronics, and other fieldsChipsSurge in demand, worldwideChipsShortages have also emerged. According to the data,SamsungThe annual income in China is as high as 17 trillion yuan, of which more than 60%.ChipsExports are all sold to the Chinese market. At that time,SamsungIt can be said to "sit back and enjoy it".
However, the sudden change makesSamsungChanges had to be made. The company joined the so-called ".ChipsAlliance", not only stopped to China **ChipsIt also invested $200 billion to build a factory in the United States, claiming that "there is no need for Chinese orders". However, now the globe is rightMemory chipsDemand has fallen sharply, **persistently**. However, unlike its peers,SamsungRather than reducing production capacity, it saw it as an opportunity to expand its market share and increased production. This came as a surprise, especially in light of the expected "ChipsThe shortage" did not come as expected, but rather causedSamsungOwn inventory is piling up. It is reported that at the end of June this year,SamsungSemiconductorsThe inventory has reached 180 billion yuan, and the profit situation continues to deteriorate.
ForSamsungThe current predicament is being revealed, and the foreign media reveal the truth in one sentence: "China no longer buys". China as a global oneTechnologyThe potential of the most important consumer market for products is immeasurable. Therefore, abandoning the Chinese market means abandoning nearly half of the global market. In addition, China is inMemory chipsIn terms of R&D, companies such as YMTC and Changxin Storage have demonstrated technical strength comparable to Korean companies in the Nandflash and DRAM markets. Therefore, the future of China is forMemory chipsof imports will be further reduced.
In the face of a total collapse,SamsungIt is rare to bow to China for help, hoping that China will not have antagonistic feelings with South Korea and ask for China's help. However, under the pressure of a technological blockade, China is inChipsThe field has increased investment in independent research and development, and has made eye-catching breakthroughs. As the outside world said, "The lockdown will only inspire China's determination to develop its own technology!"."Not only inSemiconductorsfield, China in biologyTechnologyand other fields. For example, in the field of cardiovascular, after years of hard work, Chinese scientists have successfully developed a domestic "Changluoyin", which reduces the price of cardiovascular health by 95%, so that ordinary people can also enjoy this at an affordable priceTechnologybenefits. In a clinical trial conducted at Guangzhou Sport University, 44 subjects over the age of 35 who experienced Changluoyin felt refreshed and energetic, and found that their muscular endurance and strength improved. This achievement has made the domestically produced Changluoin among the best in this year's Double 11 international health sales.
Obviously, the Chinese market is no longer tolerantSamsungand other businesses, even ifApplesIt also sought cooperation with China to "suspend the transfer of fruit chains". For those who can only draw cakesSamsungIt's become more difficult to turn back.
InSamsungIn the face of huge profit declines, many experts in the industry have issued warnings, emphasizing that "it is not advisable to cut off China's supply, which is very likely to force China to go on the road of independent research and development". According to public statistics, China has been in the market since the beginning of this yearChipsThe number of imports decreased significantly, and the order value decreased by about 450 billion yuanRMB；Top 10 in the worldChipsAmong manufacturers, China has managed to enter the top five with a market growth rate of 52%;It is expected that by 2025, China is expected to achieve 70% domestic productionChipsSelf-sufficiency.
It is evident thatSamsungThey are hitting themselves in the foot, and now their struggles cannot change their predicament. DomesticChipsThe advent of the era has become unstoppable, and China is already thereChipsThe field has increased its independent research and development efforts and made significant breakthroughs. Therefore,SamsungIt's too late to regain its old glory.