When everyone thought it was about to die, Samsung, the "monster", came back to kill it again

In the eyes of many people, Samsung is a "monster", both powerful and weak.Give a simple example

In the eyes of many people, Samsung is a "monster", both powerful and weak.

Give a simple example.

According to an IDC report, Samsung ranked first in the global mobile phone market in total sales in 2022, with a market share of 21.6%. But in the world's largest single market - the Chinese market, Samsung, the "global leader", has been classified as others along with third and fourth tier brands due to its low sales.

Samsung is known as the industry's unparalleled all-round player in the industry chain, with screens, processors, basebands, camera sensors, and more that can be handled by oneself. But the technological advantages of these components are slowly disappearing.

Once upon a time, Samsung smartphones were also the undisputed leader in the Chinese market, with a high market share ranking first. Especially in the high-end market, it has basically achieved a division with Apple.

But in recent years, the impression left by Samsung phones is that they are "marginalized", and there are few people around who are using Samsung phones.

The reasons for Samsung's decline in the Chinese market are complex. Among them, the leading advantage in product technology is no longer obvious, which may be the more fundamental reason.

Dylan Patel, the chief analyst of semiconductor industry analysis firm SemiAnalysis, said in 2022 that Samsung's "technological advantage is collapsing".

However, just when domestic consumers thought that Samsung phones were about to fail, it had quietly killed them back.

Firstly, in the emerging field of foldable screen smartphones, Samsung phones have become the stable first camp in China.Its market share reached 16.8% in 2022, ranking second only to Huawei.

In the first half of 2023, among ultra high-end foldable screen smartphones priced at over 10000 yuan, Samsung was almost evenly matched with Huawei and far ahead of other manufacturers.

This means that if foldable screen phones become mainstream, Samsung will return to the top camp in the Chinese market.

Secondly, Samsung's self-developed Orion processor has returned.

As you all know, Samsung has always adopted a dual chip strategy. Every year, its flagship phones are equipped with Qualcomm Snapdragon flagship chips in some markets such as China and the United States, while in markets such as Europe and South Korea, they are equipped with self-developed Orion Exynos chips.

But in the past two years, the performance of Orion chips has not been satisfactory, and the Exynos2200 in 2022 was described as a "rollover". This year's S23 series was supposed to use the new generation Exynos2300, but it was absent and fully equipped with Snapdragon chips.

Just when everyone doubted whether Samsung would give up developing its own SoC, the new generation Exynos2400 was unveiled on Samsung Technology Day yesterday.

Compared to Exynos2200, CPU performance improves by 70%; In terms of GPU, the game and ray tracing performance have also been improved, with exposure display running points comparable to Snapdragon 8Gen2.

The highlight is that in order to adapt to the generative AI trend of this year's heatwave, itsAI processing power has been improved by 14.7 times, providing artificial intelligence generation from text to images.

Thirdly, two-way satellite communication has also caught up.

Under the demonstration effect of Apple and Huawei, satellite communication is becoming a highlight feature of high-end flagship phones.

Samsung's next-generation 5G modem is compatible with NB IoT (Narrowband Internet of Things) and NTN (Non Ground Network) technologies, and can provide satellite communication for smartphones. Yesterday, Samsung and its partners showcased videos of related features, which means that the Samsung Galaxy S24 series is expected to support two-way satellite communication.

Fourthly, Samsung's new generation camera sensor combines ultra large bottom and ultra high pixels.

There has been a debate in the industry about the development path of mobile camera sensors, whether it is "high pixel" or "ultra large bottom". From the choices of various high-end flagship brands, there is currently a preference for an oversized bottom - a larger camera sensor size.

The one who is most persistent in breaking through the high pixel route may be Samsung. After 100 million pixels and 200 million pixels, according to foreign media reports, Samsung's new generation ISOCELLHW series camera sensors not only have a 1-inch super bottom, but also an unprecedented 432 million pixels, both of which are industry ceilings. Combined with multi pixel integration and high pixel optical zoom level technology, Samsung camera sensors are expected to face a revolutionary battle.

With the recovery of Samsung smartphones in various aspects, its performance in the domestic market is expected to continue to rebound. However, the return of Huawei phones may pose significant resistance to it.

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