特朗普加关税，三星竟成大赢家？
Did Trump's Tariff Hike Make Samsung the Big Winner?
宝子们，今天来唠唠科技圈的大瓜。在关税大战打得火热的时候，韩国媒体公布了一组数据，三星手机全球销量居然达到 1903 万部，把苹果都比下去了，成功蝉联销量第一！其实早在 2024 年 10 月，三星就凭借 18% 的全球市场份额领先苹果。不少美国媒体都猜测，特朗普搞的高关税，可能让苹果不得不涨价，三星没准能趁机崛起呢！
Guys, let's talk about the big gossip in the tech world today. During the fierce tariff war, South Korean media released a set of data showing that Samsung's global mobile phone sales reached 19.03 million units, surpassing Apple and successfully retaining the top - selling position! In fact, as early as October 2024, Samsung led Apple with an 18% global market share. Many American media have speculated that the high tariffs imposed by Trump may force Apple to raise prices, and Samsung may take this opportunity to rise.
Why Is Apple More Dependent on the Chinese Supply Chain?
你知道吗，在关税大战刚开始的时候，就有研究发现，美国 90% 的 iPhone 都是在中国生产和组装的。就算调整了产业链，也只有 5% 在越南和印度制造，另外 5% 在其他国家生产。瑞银分析师还估计，在中国组装的 iPhone16 Pro Max 基本型号价格可能会涨 67%！反观三星，它的智能手机业务对中国的依赖程度就小很多。三星大多手机是在韩国、越南、印度和巴西生产的，在印度还有 “世界上最大的手机工厂” 呢！
Do you know that when the wxkm.douyinwh.com tariff war just started, research found that 90% of iPhones in the US are produced and assembled in China. Even after adjusting the industrial chain, only 5% are manufactured in Vietnam and India, and the other 5% in other countries. UBS analysts also estimate that the price of the basic model of the iPhone16 Pro Max assembled in China may increase by 67%! In contrast, Samsung's smartphone business is much less dependent on China. Most of Samsung's mobile phones are produced in South Korea, Vietnam, India, and Brazil, and it even has the "world's largest mobile phone factory" in India!
aspcms.cn 三星在中国不咋卖手机，却还能赚钱？How Can Samsung Make Money in China Despite Poor Mobile Phone Sales?
三星手机在中国的经历堪称 “过山车”。2002 年进入中国市场后发展迅猛，很快就成了销量冠军。但 2016 年开始，手机爆炸事件频发，口碑一落千丈，到 2023 年出货量只有 200 万部 ，还不如一些二线品牌。可在全球市场，三星手机一直稳坐销量冠军宝座。在欧洲、拉美国家，三星手机市占率超高。三星厉害就厉害在它有完整的全产业链，从屏幕到芯片都能自己搞定，中国很多手机厂商都得从三星采购存储芯片，三星靠这个在中国赚了不少钱！
Samsung's experience in the Chinese mobile phone market is like a roller - coaster ride. After entering the Chinese market in 2002, it developed rapidly and soon became the sales champion. However, since 2016, frequent mobile phone explosion incidents have caused its reputation to plummet. By 2023, its shipments were only 2 million units, less than some second - tier brands. But in the global market, Samsung mobile phones have always firmly held the top - selling position. In Europe and Latin American countries, Samsung mobile phones have a very high market share. What makes Samsung remarkable is its complete industrial chain. It can handle everything from screens to chips on its own. Many Chinese mobile phone manufacturers have to purchase memory chips from Samsung, and Samsung has made a lot of money in China from this!
三星不怕美国关税？背后另有隐情！Is Samsung Not Afraid of US Tariffs? There's More to It!
从股权架构来看，美国资本确实在三星电子占比挺高，持有普通股的 55% 。但三星的经营决策权还是掌握在韩国 “李家” 手里。美国扶持三星，给了很多技术转移和研发合作的机会。不过，三星能不能避开特朗普这轮关税攻势还不好说，越南、印度这些三星的生产地也被纳入关税考量范围了。而且，大部分媒体觉得三星很难在美国市场扩大份额，苹果用户忠诚度超高，不是那么容易被替代的。
Judging from the ownership structure, US capital does have a high proportion in Samsung Electronics, holding 55% of the common shares. However, the operational decision - making power of Samsung is still in the hands of the "Lee family" in South Korea. The US has supported Samsung and provided many opportunities for technology transfer and R & D cooperation. However, it's still uncertain whether Samsung can avoid this round of tariff attacks by Trump. Production locations of Samsung such as Vietnam and India have also been included in the tariff considerations. Moreover, most media believe that it's difficult for Samsung to expand its market share in the US. Apple users have extremely high loyalty and are not easily replaced.
