Sony is going to build a car, what are you waiting for Samsung?

I don't know when to start, it is not surprising to see a car cross -border. Internet companies, mobile phone digital brands, and even real estate want to mix with one ...

Zhou Hongyi, the founder of the 360 ​​Group, said clearly before, "Lei Jun can do it, what I can't do." When saying this, 360 was announced that he would join forces with Nezha. Friends who have evaluated risks in the past, have a companion for losing money, but they may be more insurance.

According to this idea, Sony and Honda have become a pair of good friends. Sony Honda Mobility, the electric vehicle joint venture company, which is founded. I heard that the new car will also use PS5 development technology. And the other side of the sea also realized: new energy is a good track, how can there be less Korean chaebols.

As a result, several Samsung subsidiaries set up a special group overnight to start studying electric vehicles. The employees of one of the companies inadvertently revealed that a Model Y (old star) recently disassembled.

In this matter, the attitude of eating melon people is surprisingly consistent. I do n’t care about why Samsung dismantle, why is Tesla's Model Y, anyway, there is only one conclusion: Samsung is going to build a car!

Before Luo Yonghao's retreat, he published some words of his heart in "Late". Make a car is a long -term work and also burned money. In addition to Wei Xiaoli, many super heavyweight players have entered the field one after another. It is a bit late to build a car now.

If these emotions are placed on Samsung, it is obviously too confusing. Time and money are exactly two things that Samsung are.

Last year, Samsung's revenue was 27.96 trillion won (approximately US $ 220 billion), a record high with a net profit of 3.99 trillion won (about US $ 31 billion). In contrast, Tesla's revenue of the most profitable in a circle revenue was US $ 53.823 billion and net profit was US $ 5.519 billion.

Comparing a large consortium and car companies, it lacks a bit of justice, but Samsung's status in South Korea is indeed important. There have been views that the Korean people cannot avoid three things in their lives: death, taxation, and Samsung, not only because of the thickness of wealth, but also about Samsung holding a large number of "Korean national strategic technology".

For example, 5G/6G, semiconductor/display panel, rechargeable battery, and so on.

There are dozens of subsidiaries on the branches of the Samsung Empire, which are directly related to the car: Samsung SDS (international logistics company, customers have Mercedes -Benz, Toyota, etc.), Samsung Electric (car semiconductor and camera module), Samsung Samsung, Samsung Display (display), Samsung SDI (power battery) and Samsung Electronics (5G car processor, vehicle image sensor, memory).

The semiconductor department under Samsung Electronics is also engaged in the well -known chip foundry business. Last year, I won the Waymo's next -generation autonomous driving chip order, and also obtained Tesla HW4.0 outsourcing production contract.

This picture shows that Samsung President Li Zaiyu's equity map (former chairman Lee Kun-Hee died))

Three heads and six arms made Samsung less worry about the entry time and more calm.

Seeing this, you will find that the highlight of Sony cars may be in the performance of camera and in entertainment system functions; while Samsung, hardware seems to be too versatile, 5G, OLED panels, batteries and memory are one of the best in the world. Many (if you have a motor, it will be more perfect). The product is so diverse that you can't imagine what kind of car will be a car.

All evidence shows that Samsung can make cars cross -border anytime, anywhere, but it is biased and words, just like Huawei has always claimed that "to do incremental parts suppliers."

Continuous profits, growth order curves, and the car industry's family, it looks much stronger than its own car. At least, this may be like this at this stage.

Compared with Huawei, Samsung actually has more concerns. The subsidiaries are clearly divided into the nominal division of labor, and they actually restrain each other.

Taking chip foundry as an example, Apple and Huami OV mobile processors all look for TSMC, not Samsung. As we all know, in addition to TSMC, which can produce advanced processors worldwide, Samsung is left. Because Samsung also makes a mobile phone, it is more inclined to competitors than partners.

It is not easy to sit on a table to talk about cooperation, not to mention it is still a threatening opponent.

In addition to these mobile phone manufacturers, AMD, Qualcomm and Nvidia's chip orders have basically given TSMC. If Samsung intends to build a car, the cockpit and autonomous driving chip may face the same situation.

Entry as an attack, I do not know the success or failure, then you may wish to retreat.

Earlier, Samsung Electric and Tesla signed a $ 3 billion camera module supply contract, and about 80 % of Tesla's entire car camera module was included in Samsung. At present, Samsung SDI, LG Energy Solutions and Panasonic companies are full of hard work to develop the 4680 battery required by Tesla.

Some people say that Samsung set up a special group this time to get the battery order. Maybe this is true, who doesn't want to be the first supplier of the "car industry".

But there is always a voice telling me that sooner or later, Huawei and Samsung will build cars by themselves, just like reporting from various media. Apple, Huawei, Samsung and Xiaomi will eventually become competitors on this slightly crowded track.

Like Apple's founder Jobs, former Samsung President Li Jianxi is also a car enthusiast.In the 1990s, he founded Samsung Motors.Although this goal of "higher than modern times" is eventually reduced to the silhouette of the times in the debt crisis and smuggling scandal, but Samsung's "car dream" may be the same as Apple. As long as the flame heart is there, it will continuecombustion.Someone took out Samsung's sales of Renault Samsung this year. In fact, Samsung's withdrawal was mainly because Renault was too losing money and the child couldn't stand it.Compared to the saying that this is the cause of Samsung and the car -building career, I prefer to believe that this is a gorgeous and forbearing dormant, just to wait for the most perfect appearance.

If Samsung builds a car, the first thing to worry about is the old rival "Korean national car" modern.

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