삼성전자 텐진 공장 철수 및 중국 비즈니스 운영 방향에 대하여

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삼성전자의 텐진 공장 철수를 두고 일부 호들갑을 떨고 있는 언론들이 있는데 이에 대한 fact만을 전달하기 위해 글을 쓴다.

A. 어제 날짜로 삼성이 직원들에게 중국 텐진 공장 가동을 이번 달 말로 중단하겠다고 알림 (사실 그 전부터 움직이고 있었음)

B. 삼성은 중국의 텐진 및 광동에 소재한 후이저우에서 휴대폰 생산 중

C. 두 공장의 Capa는 합쳐서 약 1억대로 천진 약 0.3억대 / 후이저우 약 0.7억대로 천진 공장의 Shut down은 사실상 큰 의미가 없다고 보는 게 맞음. (Worldwide 생산 Capa가 5억대가 넘는 회사에서 0.3억대 쯤이야…)

D. 더구나 텐진 공장에서 생산되는 휴대폰의 대부분이 수출향이었기 때문에 텐진공장 철수를 중국 스마트폰 부진과 연결 짓는 것은 참.. 바보라고 해야 하나..

E. 삼성전자 텐진 공장은 ‘삼성전기 MLCC’ 사업으로의 활용 혹은 다른 Biz (삼성SDI의 배터리 공장 등) 등로 전환해서 활용하면 되며, 텐진에서 생산하던 물량은 인건비가 더 저렴한 인도 및 베트남으로 shift 될 예정

내가 지난 번에 ‘인도 시장에 공들이는 삼성전자’ 편에서도 언급했듯이 결국 삼성전자는 중국 시장에서 다시 스마트폰의 지위를 어느 정도 회복해야만이 가동률을 끌어올려서 규모의 경제를 확보할 수 있는 대단히 중요한 시점에 놓여 있다. (하기 링크 참조)

http://www.heybrandonkim.com/?p=1479

한 때 2013~14년만 하더라도 시장점유율 20% 이상에 연 1억대 이상을 중국에 팔았었다. (하기 그림 참조)

그런데 지금은?

18년 3분기 기준으로 시장점유율 0.7%에 판매량은 약 70만대으로 아주 처참한 수준이다.

삼성이 내준 Possession을 Xiaomi, Vivo, Oppo 등이 차지한 결과이고 High-end 영역인 Apple은 그들만의 프리미엄 감성 및 독자적인 iOS를 바탕으로 5~7% 수준의 점유율을 꾸준히 유지 중이다. (# 앱스토어, 애플뮤직, 아이클라우드, 에어팟 등은 분리될 수 없는 한 묶음임) 

더구나 구글과 중국 정부가 첨예한 대립을 펼치면서 구글의 중국 시장에서의 서비스 자체가 막히면서 유튜브 및 구글플레이스토어가 차단됨.

안드로이드 진영의 수장 격인 삼성전자는 그대로 Damage를 먹을 수 밖에 없고 이는 아주 치명타임.

프리미엄 영역은 애플에 밀리고 중저가는 중국 로컬 Maker들에게 잠식 당하고..

전형적으로 위/ 아래로 끼인 형국임.

이에 삼성전자가 ‘자체 생산 원칙’을 접고 중국 ODM 업체인 윈텍을 활용하여 고정비를 낮춰 가격 경쟁력을 앞세운 갤럭시A6s를 출시했고 갤럭시A8s를 차주에 출시할 예정인데 중국 소비자들 관심을 되찾을 수 있을 지 모르겠음.

삼성의 중국 시장 공략 및 인도 시장에서의 Biz 전개가 2019년도 key point인데 어떻게 대응할 지 한 번 지켜보도록 하자.

Brandon

Post Author: Brandon Kim

MONEY

49 thoughts on “삼성전자 텐진 공장 철수 및 중국 비즈니스 운영 방향에 대하여

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    흥미로운 글 잘 봤습니다.
    감사합니다.

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      (2018-12-17 - 11:25 오후)

      자주 찾아주세요 감사합니다^^

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