![전자개복치](https://meeco.kr/files/member_extra_info/profile_image/142/344/027/27344142.jpg?20200725111233)
미니 삼성은 왜 이렇게 기술이 딸릴까요...
- 전자개복치
- 조회 수 743
- 2021.09.11. 16:12
옛날에는 손만 뻣쳤다 하면 1등먹는 품목들 뿐이었는데 최근에는 영 실망스러운 모습들만 보여주고 있으니... 세상은 1등이 아니면 알아주지 않는다는걸 망각한 것 같은데 회사 차원에서 자본이랑 인력좀 팍팍 넣어서 과거의 영광좀 다시 재현해줬으면 좋겠네요 ㅎ
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Airpods Pro, AKG N400NC, AKG N20U, Questyle M12, ATH-MSR7, Momentum Wireless 4
Apple Watch Series 7 41mm
ASUS TUF Dash F15(2022)
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![엑시노스2100](https://meeco.kr/files/member_extra_info/profile_image/072/568/030/30568072.jpg?20210421144618)
![Rx-Tx](https://meeco.kr/files/member_extra_info/profile_image/022/356/028/28356022.png?20200704153242)
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삼성은 진짜 자기들 밥줄 아닌 이상 1등하려고 힘쓰진 않는거 같습니다. 1등인건 초격차 그 자체라 특히 삼성 반도체는 메모리 반도체만 팔아먹어도 어마어마하니까요. 특히 사이클 돌아 가격이 미친듯이 뛰어버리면 영업이익 50%찍는건 일도 아니고 특히 여기가 초격차 나는게 완전 비수기에 치킨게임 들어가도 남들은 적자이거나 또는 겨욱 적자 면하는 수준임에도 10%이상은 찍어주더군요
비메모리나 기타 다른 분야는 크게 무리하는것 같지 않습니다 특히 파운드리는 투자 한다했다가 수틀리면 이걸 바로 메모리로 돌려버리는거 보면... 뭐 이 회사 규모가 규모다 보니 무리 안하는 수준도 엄청나긴 하지만요
모바일 사업도 과거 급진적으로 보는 시각에서 10년안에 접는다는 이야기 나왔습니다. 실제로 영향력이 줄어들고 있고 리즈시절은 지난듯 보이지만 여전히 애플 다음으로 유이한 의미있는 수익률 나오는 회사인지라 캐쉬카우를 접을리가 없어보이네요. 중국 회사들은 스펙적으로 삼성보다 뛰어날지 모르지만 저쪽 구조가 정상적으로 보이지 않는지라 솔직히 좋게 보이진 않습니다.
여긴 특이할정도로 다품종 대량생산하는 회사이고 그게 또 먹혔으며 타이밍은 또 잘잡아 익절의 대가인지라 우리가 뭐라 해도 접을 것이고 안해도 접을 것인지라 경영적으로 뭐라 하지는 못하겠습니다. 그냥 주가나 좀 올랐음 하네요ㅋㅋㅋㅋ
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사업부 몇개는 정리하고 선택과 집중 해야 하는데 과연 그런 행동을 할지 ㅎㅎ...