Article / column of cacique of opinion of sina finance and economics (Kopleader of date of small letter public) columnist Chen Gong

To China for for, the biggest question depends on, hua Weigen is not an enterprise originally, cannot become a company possibly also forever, did not take off the gas of wilderness as before.

China where China is and to be in with SamSung apple ratio SamSung apple ratio is in where

An incident of international trade punish that concerns with chip, let resurgence this enterprise show one’s true colours, also let China to took forward position. For a short while, domestic public opinion ” China dispute an implication to want ” , china to want ” destroy ” SamSung and malic cry are rising.

2015, cash of the hold in malic hand 178 billion dollar, 2% what be equivalent to Chinese GDP, and China bed market prise is 100 billion dollar about. That is to say in those days it is almost OK 2016 that the apple is in can buy two next immediateness by cash merely China for. China surpass malic company to want, the asset in unless malic company is successive old rival has a mistakeInvestment, and malic IPhoneProductThe line appears for years tremendous and politic error brings about IPhoneProductThe line is huge deficient. And when issueing change of a technology, malic fine long hair is extemporaneous, and China seek hegemony for with one action new technologyThe market(for instance VR, AR) . In addition, china to ensure even successive and oldInvestment, research and developmentCapitaluse correct, china be and establish Cisco, love the letterThe marketPortion squashs antitrust is critical near the value.

This is impossible task almost! Multiplication is used when we cannot calculate ourselves, addition is used when calculating others, this is unscientific.

Will look again SamSung and China bed contrast. China to pass telecommunicationEquipmentBusiness will support the development of the business such as the mobile phone, samSung is likewise such, measuring respect SamSung in body however is however China those who be is multiple. With SamSung group among them one of for SamSung electron, the battalion of this company closed 2017 for 224 billion dollar (about 1.4 trillion RMB) , net profit 50.1 billion dollar (310 billion RMB) ; China close for battalion for 603.6 billion yuan of RMBs, net profit 47.5 billion yuan of RMB (the statistic of all sorts of channel has discrepancy but roughly such) .

China for with operation business domain from do not have some successful experience, came true to change to the part of the person that surmount from pursuer, this is extraordinary success, but had said, also the meaning is not big. Chinese market is the most active now market, body amount is huge, but this market is not is a day when do not have saturation. China to be compared with the apple, besidesThe price, do not have an advantage; China to be compared with SamSung, both is perpendicular and integrated mode, but the full resultant force of SamSung is more powerful, become series even, and core component is grasped in the hand. Say so, china for ” destroy ” apple and SamSung, what can lean exclusively is ” in case ” .

From the point of real market, actually more notable is the expression of SamSung. The incident of explosion of SamSung Note 7 2016 declines the SamSung of altar for a long time, returned position of first of global market share afresh with 78.2 million sales volume 2017, tall canal of comparative SamSung collectivity bows at that time the state of offer an apology, myriad of real deep feeling making a person.

Speak of SamSung, what can think of above all in the eye of a lot of people is smartphone, home appliance consume kind of product, very easy by person oversight is, compare at career of the CE that forms with consuming kind of product, IM group, the DS career that semiconductor of SamSung research and development, quantity produces chip product predicts to did business first quarter 2018 profit will achieve 11 trillion Han yuan, hold SamSung this quarter is full of profit 7 into.

2017, samSung is terminative Intel number one position of 25 years, become the semiconductor company with the biggest whole world. Semiconductor industry with high additional cost celebrated, line of the products is various, main component is integrated circuit, Schism parts of an apparatus, photoelectron parts of an apparatus and miniature sensor. Among them, integrated circuit (IC) the core that is semiconductor industry.

The basis writes the data of Gartner of company of analyse of v/arc a person’s status, income of global semiconductor industry was 419.7 billion dollar 2017, grow 22% than 2016, samSung electron exceeds 13.8% of Intel with the market share of 14.6% , samSung became the overlord of global semiconductor chip. Contrast to it, job back has cultivated Chinese look forward to to enjoy the cool greatly, be like wind wind fire, but resurgence incident rings alarm bell noisy, the family is in progress, we stop a pace however not before, this is real market not just, be the market more is true.

The start of SamSung is a small chamber of commerce only (Xiaogong manages) , trade the earliest, sell dry fish, vegetable, fruit. The domain such as refine sugar of 60 time sortie, weaving, chemical fertilizer. Established SamSung electron 1969, beginProductionMonochrome television, with Chinese enterprise start time is about the same, but the route that take differs greatly however.

SamSung acquires foreign technology through all sorts of channel hard, interiorly is main at the same time and successful assimilation absorbs crucial technology, undertake according to national characteristic the technology reforms. 6, seventies, semiconductor technology revolution leads global electron industry flying development. SamSung enters semiconductor industry, this is in those days the proposal of Li Jianxi of young son of of group president Li Bing, but group tall canal objects at that time, li Bing is very hesitant also. The Li Jianxi that ever studied abroad in the United States thinks, korea resource shorts, future will be world of an information science and technology, should develop the most advanced property with additional high cost.

To score a success, li Jianxi early or late 50 head for Silicon Valley for many times, introduce technology and talent, pour into tries hard tremendously and invest. 1983, all previous classics tries hard for years, the first chip plant of SamSung is in path thing capital city and its environs implement permit area completion, begin a quantity very quickly after put into production to produce 64 chip. Very fast, samSung developed 486 256 chip, chip, and in the competition of market of chip of whole world of make one’s bow. Mere when lie between 10 years, the quantity of SamSung produces chip market share to force continuously Japan.

Look nowadays from the whole world, the market that SamSung electron produces chip market in global quantity is had rate already exceeded 50% , reach business profit in sale the in pairs on two index exceeds the competitor such as American Intel, the bibcock position of industry of tall house chip.

China where is bed problem? Technical problem did not talk, ASML company is guttyEquipmentMake photoetching machine, price of EUV only station exceeds 100 million dollars, weigh industry with eddy fan engineMakeThe bright phearl on imperial crown, and one of partner that SamSung is ASML, invest several dollars every year to study for its. Doing the stage of semiconductor chip to accumulate report and Intel also is partner, the characteristic of CPU industry is a design the doorsill is low, MakeThe threshold is high, china’s heaviest industry experience is, of type playing a bank note do an industry to still be no good after all.

To China for for, the biggest question depends on, hua Weigen is not an enterprise originally, cannot become a company possibly also forever, did not take off the gas of wilderness as before. The enterprise is a kind of organism, the company is big, succeeded, the biggest mark is social influence of the front, openly society is defined, assume social morality responsibility and obligation, not be to make money merely, deal is so simple. Still having a bit is, china the mainstream that be is not world market from beginning to end, get WasennaAgreementtie. ThisAgreement33 countries are signed, basically be product of control sensitivity high-tech and technology be defeated to wait for a country toward Korea and Iraq, state-owned opportunity is participated in in but did not participate in actually, did not become contracting party finally, but be restricted Wasenna however by consultative examine and verify.

In these respects, the policy of our think oneself clever still has many, because such ability wants,also face the challenge of reform just about. China still grow for the road henceforth, right now China for character, it is far from ” do how old ” problem, face a risk however, whether the question that answers prospective risk effectively.