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专栏 - 苹果2_0

三星的“危机意识”

Philip Elmer-DeWitt 2013年04月10日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
三星集团董事长李健熙每次的海外考察结束之后,三星都会进行大规模调整。上周六,他结束了为期三个月的日本和夏威夷之旅,有传言称,新一轮调整即将拉开序幕。

    
李健熙在机场

    三星集团(Samsung)董事长在20年前说过一句名言:“除了你的老婆和孩子,一切都可以改变。”当时他提出了全新的管理计划,开始带领三星进军电池、硅片,以及最终的显示器面板和智能手机领域。

    每次李健熙的海外长途旅行之后,都伴随着公司的调整。2010年的航程结束之后,他立刻将公司转为紧急状态,削减了高管的薪水和海外旅游福利,同时宣布三星现有的产品大多将在10年内淘汰。韩国时报(Korea Times)报道,因此他上周六结束为期三个月的日本和夏威夷之旅返回后,人们都很期待这次的改变。

    数十家媒体候在机场,希望李健熙能够透露一些三星将要产生的调整。他对媒体说:“你需要一直有危机意识。你得跑得更快,同时不懈学习,从而具备洞察力。”

    韩国时报的首席三星观察员金荣柱表示,李健熙回国后将处理一系列问题,其中包括:与苹果(Apple)的专利权纠纷,公司未来的投资计划,以及如何减少公司对手机业务的依赖性等。

    李健熙回国的前一天,三星宣布第一季度利润预计将同比增长53%,很大程度上是得益于智能手机的销量。(财富中文网)

    译者:严匡正

    "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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