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專(zhuān)欄 - 蘋(píng)果2_0

三星的“危機(jī)意識(shí)”

Philip Elmer-DeWitt 2013年04月10日

蘋(píng)果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,,那就是史蒂夫·喬布斯周?chē)且黄艾F(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,,就會(huì)相信他所說(shuō)的話,。蘋(píng)果的數(shù)百萬(wàn)用戶(hù)中已經(jīng)有不少成了該公司的“信徒”,,而很多蘋(píng)果投資者也賺得盆滿缽滿,。不過(guò),,Elmer-DeWitt認(rèn)為,,在報(bào)道蘋(píng)果公司時(shí)有點(diǎn)懷疑精神不是壞事,。聽(tīng)他的應(yīng)該沒(méi)錯(cuò)。要知道,,他自從1982年就開(kāi)始報(bào)道蘋(píng)果,、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司。
三星集團(tuán)董事長(zhǎng)李健熙每次的海外考察結(jié)束之后,,三星都會(huì)進(jìn)行大規(guī)模調(diào)整,。上周六,他結(jié)束了為期三個(gè)月的日本和夏威夷之旅,,有傳言稱(chēng),,新一輪調(diào)整即將拉開(kāi)序幕。

????
李健熙在機(jī)場(chǎng)

????三星集團(tuán)(Samsung)董事長(zhǎng)在20年前說(shuō)過(guò)一句名言:“除了你的老婆和孩子,一切都可以改變,?!碑?dāng)時(shí)他提出了全新的管理計(jì)劃,開(kāi)始帶領(lǐng)三星進(jìn)軍電池,、硅片,,以及最終的顯示器面板和智能手機(jī)領(lǐng)域。

????每次李健熙的海外長(zhǎng)途旅行之后,都伴隨著公司的調(diào)整,。2010年的航程結(jié)束之后,,他立刻將公司轉(zhuǎn)為緊急狀態(tài),削減了高管的薪水和海外旅游福利,,同時(shí)宣布三星現(xiàn)有的產(chǎn)品大多將在10年內(nèi)淘汰,。韓國(guó)時(shí)報(bào)(Korea Times)報(bào)道,因此他上周六結(jié)束為期三個(gè)月的日本和夏威夷之旅返回后,,人們都很期待這次的改變,。

????數(shù)十家媒體候在機(jī)場(chǎng),希望李健熙能夠透露一些三星將要產(chǎn)生的調(diào)整,。他對(duì)媒體說(shuō):“你需要一直有危機(jī)意識(shí),。你得跑得更快,同時(shí)不懈學(xué)習(xí),,從而具備洞察力,。”

????韓國(guó)時(shí)報(bào)的首席三星觀察員金榮柱表示,,李健熙回國(guó)后將處理一系列問(wèn)題,,其中包括:與蘋(píng)果(Apple)的專(zhuān)利權(quán)糾紛,公司未來(lái)的投資計(jì)劃,,以及如何減少公司對(duì)手機(jī)業(yè)務(wù)的依賴(lài)性等,。

????李健熙回國(guó)的前一天,三星宣布第一季度利潤(rùn)預(yù)計(jì)將同比增長(zhǎng)53%,,很大程度上是得益于智能手機(jī)的銷(xiāo)量,。(財(cái)富中文網(wǎng))

????譯者:嚴(yán)匡正

????"Change everything but your wife and children," Samsung chairman Lee Kun-Hee famously said 20 years ago when he announced the new management initiative that launched Samsung's entry into batteries, silicon chips and, eventually, display panels and smartphones.

????Change often follows Lee's long overseas trips. Immediately after a 2010 voyage he shifted the company into emergency mode, cut executive paychecks and overseas travel, and announced that most of Samsung's existing products would be gone in 10 years.

????So there was considerable anticipation, the Korea Timesreports, when he returned Saturday from a three-month sojourn in Japan and Hawaii.

????"You should always have a sense of crisis. You should run faster and always study to have insights," Lee told the more than four dozen media outlets that met him at the airport in hopes that he might offer a hint of what Samsung has in store.

????Among the issues Lee is expected to address on his return, according to the Korea Times' chief Samsung watcher, Kim Yoo-Chul, are the ongoing patent disputes with Apple (AAPL), Samsung's future investments and how to reduce the company's reliance on its mobile business.

????The day before Lee's return, Samsung announced that it expected first quarter profits to be up 53% year over year, fueled largely by smartphone sales.

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