Samsung Chairman Warns About Its Future

choi

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Christian Oliver. Samsung Raises Bets in Game of Catch-Up; News analysis; Heavy spending has helped the group recover ground in smartphones. Financial Times (FT), Mar 9, 2011.
http://www.ft.com/cms/s/0/602be82e-49b4-11e0-acf0-00144feab49a.html

Excerpt in the window of the print: Lee kun-hee warns that his company could face ruin unless it diversifies into new fields.

Note:
(a) LEE kun-hee 李 健熙
(b) biosimilar
http://en.wikipedia.org/wiki/Biosimilar
(Biosimilars or Follow-on biologics are terms used to describe officially-approved subsequent versions of innovator biopharmaceutical products made by a different sponsor following patent and exclusivity expiry on the innovator product)
(c) You can google Samsung watch phone yourself, if you have not heard of it (like me).
(d) Samsung unveils new smartphone platform “bada.” Samsung, Dec 8, 2009.
http://www.bada.com/samsung-unveils-new-smartphone-platform/
("Samsung bada, meaning Ocean in Korean")


----------------------------------Separately
(1) FT has a The Lex Column, which only allows subsribers to read it (registration for a non-subsriber will not do). One topic today in that column is

"Hitachi

"Investors should hope that Hitachi's decision to offload its hard-disk drive division for $3.4bn is the first of many. This sprawling Japanese comglomerate, with more than 850 business units ranging from nuclear reactors to rice cookers, seems addicted to monozukuri, or the art of making things.

"But making money has mostly been beyond it. In the five years to March last year Hitachi lost a cumulative Y948bn, on sales of almost Y50,000bn. Little wonder its market capitalisation-to-sales ratio is among Japan's most feeble: 0.25, less than one-third of the broader Nikkei.

"Assuming no antitrust problems--Hitachi's unit and Western Digital, the buyer, have a combined market share of nearly 50 per cent--the deal should signal a shift away from maturing, commodity products, towards much higher margin areas such as power plants, trains and other infrastructure.

"The HDD division had just returned to profit, but there is little point in Hitachi battling the broader transition to faster and smaller flash drives. Clean it up, sell it on, plough the proceeds back into the company. If Hitachi can fetch book values like 3.4 times, as Western Digital is paying, so much the better.

"After all, in spite of that recent sequence of losses, Japan's second largest manufacturer by sales is not entirely unwise in allocating capital. In 1988, for example, the Japanese trio of NEC, Toshiba and Hitachi were the world's top three in semiconductors. A decade later, facing stiff conpetition from the US and Korea, Hitachi pooled resources with NEC to form Elpida; it then sol the business down in stages, making an effective exit in 2008. Last year Toshiba (3), Renesas (5) and Elpida (10) had a combined market share a fifth smaller than Intel (1). More of that kind of thing, please.


Note:
(a) monozukuri 物作り (literally: making things)
(b) Renesas Electronics Corp: headquarters Tokyo; founded 2003; Renasas is acronym for Renaissance Semiconductor for Advanced Solutions

Akiko ISHIYAMA, Hitachi and Mitsubishi Combine to form Renesas Technology, the World's Largest Microcontroller Company!  Renesas, Apr 1, 2003.
http://www.microcontroller.com/news/Renesas_tech.asp

(2) I introduced this report at the time:
Apple Reportedly to Hand Processor Orders to TSMC. DigiTimes, Feb 15, 2011.

Follow-up:
Mark LaPedus, Apple, TSMC to Expand Foundry Ties. EETimes, Mar 8, 2011.
http://www.eetimes.com/electronics-news/4213873/Apple--TSMC-to-expand-foundry-ties
("Apple will use TSMC’s 40-nm process for the A5, according to a source. 'Apple will also work with TSMC on 28-nm’' processes, according to a source")

My comment: The quotation is new, when measured up against the DigiTimes report.

(3) Jessica E Vascellaro, TV's Next Wave: Tuning In to You. Wall Street Journal, Mar 7, 2011.
http://online.wsj.com/article/SB10001424052748704288304576171251689944350.html

My comment: Please read only the first six paragraphs and the graphic.

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※ 修改:．choi 于 Mar  9 13:32:35 修改本文．[FROM: 129.10.0.0]