In 2017, Samsung's performance was outstanding, and the flexible OLED business grew the most. Samsung said it will continue to increase the capacity of flexible OLED screens to improve the company's profitability. At the same time, strengthen the ecosystem construction based on Bixby voice assistant.
According to the financial report just released by Samsung, Samsung's performance in 2017 is very good, and both the manufacturing and consumer businesses are growing very strongly. However, from Samsung's revenue structure, we see that the proportion of supply chain manufacturing is better than that of consumer products. Samsung's total sales in 2017 increased by 1.19 times, which is very impressive for Samsung's manufacturing industry. After all, compared with the consumer products department in the market for many years, such performance is indeed commendable.
Surprisingly, Samsung itself believes that this trend will continue in 2018.
Samsung said it will continue to increase the company's profitability by increasing the production capacity of high-end LCD screens and flexible OLED screens.
As for the mobile business unit, Samsung will continue to work hard to differentiate itself from competitors through cutting-edge technologies such as collapsible OLED screen smartphones. At the same time, Samsung will continue to strengthen the ecosystem construction based on Bixby voice assistant, and promote the development of intelligent IC networking related services based on Samsung 5G network technology.
At present, Samsung's position in the two major markets is very subtle. Although they all have very important positions, they are in different situations. First of all, the flexible OLED screen is the technology that every manufacturer needs, and for Samsung, in addition to its own development, we must also consider the maturity of the first generation technology. Just like the development of ordinary OLED panels, flexible OLED panels will be a relatively stable and slow growth industry without rapid development.
But on the other hand, the Bixby ecosystem is a completely different story. After the advent of Samsung's artificial intelligence assistant, it received criticism from the whole world. As The Verge pointed out, Bxiby feels like Samsung's "regression." “Nobody wants to add a dedicated Bixby button to the side of the Galaxy S8. At least in the early days of this service, performance can be described as bad.â€
In addition, we haven't seen it yet, how Bixby brings profits to Samsung, unless these profits are driven entirely by sales of user data. Basically, in addition to smartphones, few people buy smart home or home appliances because they support Bixby assistants. Bixby's hopes of generating profits for the entire hardware product are not large, and we are also skeptical. This kind of artificial intelligence assistant that can be integrated into many different platforms can actually provide the greatest benefit to consumers. For Amazon, Apple, Microsoft, and Samsung, the ultimate goal of digital assistants is to lock users into their ecosystems, and any headset device or platform with broad compatibility can do so.
Another interesting fact is that when we talk about the shortage of DRAM, we can't ignore Samsung at all. Although we mainly discuss Samsung's, you are the sum of DRAM sales of Magnesium and SK Hynix only a little higher than Samsung, Samsung is indeed very enviable in terms of profit. Since Qualcomm will also hand over part of TSMC, this may be one of the reasons for the shortage of DRAM. Although Samsung will face some unfavorable factors in 2018, in any case, Samsung did make a lot of money in 2017.
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