삼성전자가 몰락해도 한국이 사는 길

It's long time since I read books again. Kids often say that I use a smartphone too often. So, I decided to read books. In fact, I didn't do any game or web surfing with the smartphone. I just read news and checked the company's emails. Even if I have to purchase books with money, it would worth. I considered which books I would read. As I am so interested in Samsung's future, I bought two books and this is the one of them. The author said that Samsung's history was so similar to Nokia's one. And as Nokia collapsed suddenly, Samsung may go through the same path. Nokia has struggled so much to survive knowing the coming risk. But it failed. And the author said that Samsung is doing so now. He said that even if Samsung has semiconductor and appliance business areas, it doesn't make big profits and their profit is not stable. Finally, he insists that the current Samsung and cheabol structure should be revised introducing examples of other advanced countries. He said that Samsung would not collapse suddenly but shares may fall down sharply. 

From now on, it's my opinion. I don't agree. I agree that the value of shares is so important. But it will not fall down suddenly. Rather than the scenario, it may go up further continuously. The smartphone market is in a red ocean and Samsung is hard to win there years later. Even if it prepares for bio and electric car components, it needs at least ten years. So, Samsung needs time and it's not sufficient with the current smartphone. But it's different from Nokia. As the author said that Samsung is the top semiconductor and appliance company. Let's think of the semiconductor business. Needs of it will go up sharply. Every devices are getting intelligent. In other words, it's called IoT. So, even if Samsung can't dominate the whole IoT area, many IT companies will need Samsung for getting necessary electronic parts. You know. Many Chinese companies are expanding their market but they needs more semiconductor parts and other things from Samsung. So, Samsung will survive. Yes. As the smartphone business is not like previous time, the profit may fall down a little. But the future value will be not ignored so investors will be interested in Samsung's shares continuously. 

But anyone can't predict our future. So, we have to look back years later.