Sony refuses to change

[jvd]

I find this ironic that they can downplay Sony's attempts, but they don't look at Samsung whose doign the same thing Sony's aiming for and is doing amazingly well in semiconductors and vert integration.

hey vince , i was wondering where u were .


Anyway this article was about sony. Not samsung. Perhaps they will write one about samsung in the future .

 

[Vince]

hey vince , i was wondering where u were/

I was wondering about you the other day too, how ironic.

Anyway this article was about sony. Not samsung. Perhaps they will write one about samsung in the future .

I know, but this article is criticizing a policy and strretegy as ineffective - while an aanlogous atrategy is in place concerning semiconductors and bleeding-edge manufacturing at Samsung and they're kicking ass. And Sony's R&D is much more extensive *if* they pull it together and utilize it right. Like Sony or not, you need to admit there's a disconnect from objectivity here.

PS. I'm leaving later tonight untill Sunday, so try to survive without me.

 

[Lazy8s]

The difference between Samsung and Sony is that Samsung has been on top of the changes in the consumer electronics market and is seeing amazing results. That's the polar opposite of Sony's situation, vertical integration or no vertical integration.

 

[Vince]

The difference between Samsung and Sony is that Samsung has been on top of the changes in the consumer electronics market and is seeing amazing results. That's the polar opposite of Sony's situation, vertical integration or no vertical integration.

What a disjointed and closed view. Sony's been slow to adopt a semiconductor strategy, everything else they're comparable or exceed Samsung in. LCD's they missed out on and it's left them at a comprable disadvantage with their CRT buisness, but it's a short-term technology. Their R&D into OLED is going to more than make up for it in tghe longrun. And with their STI allience and fab investments, they're poised to be a dominent player in Semiconductor technology.

Sony has the *potential* to absolutely dwarf Samsung and become the Microsoft of the '90s of the CE workspace if their initiatives work out. With Cell and broadband completing the connections between their back-end CE products (HDTVs, Blu-Ray Players, PSP, et al) with their front-end Content Creation Houses (Columbia TriStar, MGM, SCE's devs) they can, in a 5-10 year period, sell digital content over a Cell based network fabric seamlessly. Even a Sony hater needs to acknowledge that the potential is enormous.

 

[wco81]

Actually, it wouldn't be surprising if Samsung already didn't have higher revenues and profits overall than Sony. I think they're into things like building ships and stuff too.

Mitsubishi and Matushita are bigger companies than Sony, again because they're in so many things besides electronics.

Japanese and Korean companies are allowed to be huge conglomerates in ways that American companies haven't been allowed to be until fairly recently. Maybe it's an Asian thing.

 

[Vince]

Actually, it wouldn't be surprising if Samsung already didn't have higher revenues and profits overall than Sony.

They do IIRC. I was talking about in the CE space though... didn't know that about the ships. cool.

 

[Lazy8s]

Vince:

What a disjointed and closed view.

No, it's been the reality of their recent years - hence their plans for reformation.

Sure, Sony's trying to connect the dots with their businesses, controlling the market from top to bottom. That doesn't excuse everything Sony Electronics has let slip through their fingers and their horrendous slide from profitability the last several years, though.

 

[Evil_Cloud]

If PSP can break through and become 'the walkman of the 21th century'... Sony might as well become very profitable again.

 

[jvd]

Vince there is no evidence that samsung is succesfull with its new plans either .

As we can see by sony continueing to reshuffle thigns that this may not work for all sectors of consumer electronics

 

[Vince]

Vince there is no evidence that samsung is succesfull with its new plans either.

This I disagree with. Samsung is doing very well with it's semiconductor strategy if you look at the numbers. They are profitable, they are the world's largest DRAM producer; their semiconductors support their products and they're invested heavily in R&D. I fail to see how they're not sucessful.

I agree with the second part of your post.

 

[jvd]

Vince there is no evidence that samsung is succesfull with its new plans either.

This I disagree with. Samsung is doing very well with it's semiconductor strategy if you look at the numbers. They are profitable, they are the world's largest DRAM producer; their semiconductors support their products and they're invested heavily in R&D. I fail to see how they're not sucessful.

I agree with the second part of your post.

Well to be fair they were succesfull before this stratigy was put forth. So we do not know if it is the strategy or not that they owe for the succes

 

[V3]

BTW Vertical Integration, has nothing to do of changing your business model from a horizontal to a more vertical one. Vertical integration is mostly about shortening chain of command, a company can do this when they've become too tall and inefficient.

To go from a horizontal to a more vertical business model, a company will need to do either forward or backward horizontal integration.