세계 유일 “금요일이라 미팅 거절”.. 해외 고객들 경악했다;; 결국 1위 빼앗긴 삼성

Summary

The transcript discusses the challenges faced by Samsung Electronics, particularly its rivalry with SK Hynix and struggles in the DRAM market. It highlights a shift in company strategy, focusing on customer obsession, technological innovation, and the necessity for leadership to embrace challenges. The speaker criticizes Samsung's past attitude toward problems, contrasting it with TSMC’s customer-first approach. The text also emphasizes the importance of competition in fostering progress, with Samsung's partnership with AMD marking a potential breakthrough in the AI semiconductor market. The narrative stresses perseverance and deep commitment as keys to success in the evolving tech landscape.

Takeaways

• 😀 Chairman Lee Kun-hee's hypothetical reaction: If he were alive today, he would have scolded Samsung's executives for their current situation, highlighting the need for a change in approach.
• 😀 Samsung's competitive struggle: SK Hynix has recently surpassed Samsung in the DRAM market, with a market share of 36.9%, compared to Samsung's 34.4%. This has raised questions about Samsung's strategy and leadership.
• 😀 Importance of Samsung's success: The failure of Samsung Electronics would have significant consequences for South Korea's economy, given its contribution of 157 trillion won to the domestic market.
• 😀 Focus on customer obsession: Samsung has been criticized for not prioritizing customer needs, in contrast to successful companies like Apple and TSMC, which deeply engage with customers and take proactive problem-solving measures.
• 😀 TSMC's exemplary customer approach: TSMC's response to defects in Apple's AP design by sending engineers to Apple headquarters, despite Apple's fault, shows a customer-first mindset that Samsung should adopt.
• 😀 Key shift in Samsung's culture: Samsung's executives, including Vice Chairman Jeon Young-hyun, are focusing on leading from the front, a significant change to revive the company's fortunes.
• 😀 Samsung's technological breakthrough: Samsung has successfully developed HBM3 technology, which has shown superior performance in AI acceleration compared to competitors like NVIDIA, with AMD as a key partner.
• 😀 AI accelerator market dynamics: While AMD’s performance and cost-effectiveness in AI accelerators are strong, NVIDIA still holds a dominant position with its CUDA ecosystem, making it difficult for newcomers to succeed.
• 😀 Importance of continuous challenges and perseverance: Despite market domination by NVIDIA, Samsung's entry into the HBM market signals that success lies in the ability to survive and innovate under challenging circumstances.
• 😀 Innovation and work ethic: High levels of immersion and dedication to solving customer problems are key to success in the technology and AI sectors, requiring long hours and deep focus from leaders and employees alike.

Q & A

Why does the speaker suggest that Chairman Lee Kun-hee would have scolded the executives?

The speaker suggests that Chairman Lee Kun-hee would have scolded the executives because of the current situation where Samsung Electronics is losing ground, especially to competitors like SK Hynix. The speaker believes that Lee Kun-hee would have held the executives accountable for their performance.

What is the significance of SK Hynix surpassing Samsung Electronics in the DRAM market?

The fact that SK Hynix surpassed Samsung Electronics in the DRAM market is significant because it marks the first time in 33 years that Samsung Electronics has lost its dominant position in this sector. It signals potential trouble for Samsung's market leadership and raises questions about its strategic decisions.

How does the speaker view Samsung Electronics' failure to focus on customers?

The speaker believes that Samsung Electronics' failure to focus on customers is one of the main reasons it has fallen behind in the market. Emphasizing the importance of customer obsession, the speaker compares Samsung's approach to that of competitors like TSMC and Apple, who prioritize solving customer problems.

What key difference is highlighted between TSMC's approach to customer service and Samsung's?

The key difference highlighted is that TSMC, when faced with a defect caused by a client, Apple, offered to send engineers to resolve the issue quickly, showing a customer-first mentality. In contrast, Samsung, historically, has been more focused on determining blame rather than providing solutions to customers.

How does the speaker describe the role of technology and philosophy in the success of companies?

The speaker argues that technology alone is not enough for success; it must be paired with a strong customer-focused philosophy. A company's mindset should revolve around solving customer problems and being dedicated to delivering solutions, much like TSMC's approach.

Why is the relationship between Samsung and Qualcomm described as having deteriorated?

The relationship between Samsung and Qualcomm deteriorated because Samsung, previously the largest manufacturer of Qualcomm's chips, failed to keep up with the evolving market. Qualcomm, now making chips without Samsung, reflects the shift in their partnership, indicating Samsung's loss of influence.

What major breakthrough is Samsung Electronics said to have achieved recently?

Samsung Electronics is said to have achieved a major breakthrough by supplying HBM 3 12-layer memory to AMD, marking a significant milestone in the development of AI accelerators. This supply is crucial in the competitive AI hardware market and signals Samsung's return to prominence in the semiconductor industry.

What is the significance of the HBM 3 12-layer technology that Samsung developed?

The significance of Samsung's HBM 3 12-layer technology is that it allows for the creation of memory semiconductors stacked 12 layers high, which increases memory capacity and data processing speed. The advanced TCNCF insulation technology between the layers ensures that heat is managed effectively, enabling more powerful and compact semiconductors.

What role does CUDA play in Nvidia's dominance in the AI accelerator market?

CUDA plays a crucial role in Nvidia's dominance in the AI accelerator market by providing a comprehensive ecosystem for AI development. It consists of a collection of code, libraries, and know-how accumulated by developers worldwide, which makes it difficult for competitors to catch up with Nvidia in AI applications.

What does the speaker mean by the phrase 'survive and roll like a cockroach' in the context of entrepreneurship?

The phrase 'survive and roll like a cockroach' refers to the resilience and persistence required in entrepreneurship. The speaker emphasizes that success comes from enduring challenges and continuing to push forward, even in less-than-ideal conditions, rather than giving up or waiting for perfect circumstances.