Deep Dive
Why did Lee Kun-hee mandate Samsung employees to study his writings for half an hour daily?
Lee Kun-hee shifted Samsung's work hours from 9 am-6 pm (with overtime until 10 pm) to 7:30 am-4 pm. However, the 10 pm end time remained unchanged, and the added half-hour of studying his writings effectively increased the workday.
Why did Lee Kun-hee initially face resistance when he proposed venturing into the semiconductor business?
In 1974, Lee Kun-hee's proposal was met with skepticism due to the perceived dominance of Japanese and American companies in the semiconductor market. Many believed Samsung lacked the resources and expertise to compete.
How did Samsung acquire its first semiconductor technology?
After being rejected by major American companies like Motorola and Texas Instruments, Samsung acquired 64KB DRAM technology and high-speed MOS transistor manufacturing process technology from Micron, a smaller American company facing financial difficulties in 1983.
How did Samsung overcome the lack of infrastructure while building its first semiconductor plant?
Lee Byung-chul demanded the plant be built in six months. While transporting equipment, they realized a section of the road to the factory was unfinished. Upon arrival, they found a new road had been built while they were in transit, demonstrating the "Samsung speed."
Why is Samsung's investment strategy in the DRAM market referred to as "counter-cyclical investing"?
Samsung strategically increased investment and expanded capacity during market downturns, even at a loss, to drive out competitors who couldn't sustain prolonged periods of low prices. This tactic extended the downturn, forcing competitors into bankruptcy.
How did the 1998 Asian financial crisis impact Samsung?
While many Korean companies struggled, Samsung benefitted from the devaluation of the Korean won, making its exports more competitive. This, combined with its counter-cyclical investments, led to increased profits and market share.
What was the cause of the Samsung Note7 recall?
Initially attributed to faulty batteries, the Note7 fires were eventually traced to a design flaw in the circuit board. The rushed production and inadequate testing of the 12-layer board, a new technology for Samsung, led to overheating and fires.
How did Samsung become the world's leading LCD panel producer?
During a cyclical downturn in the LCD market in 1991, Samsung capitalized on the opportunity by investing heavily in LCD technology and hiring unemployed Japanese engineers. By 1998, they became the world's top LCD panel producer.
Why was Lee Kun-hee pardoned despite being convicted of bribery and embezzlement?
Lee Kun-hee received pardons for his convictions. The first pardon, after bribing two presidents, was granted due to his membership in the International Olympic Committee, crucial for South Korea's bid for the 2018 Winter Olympics. The second pardon, after being convicted of embezzlement, was influenced by pressure from chaebols and concerns about the impact of his imprisonment on the South Korean economy.
What role did Samsung play in the impeachment of President Park Geun-hye?
Lee Jae-yong bribed Park Geun-hye to secure government support for a merger that would consolidate his control over Samsung. This bribery, revealed through investigations, was a key factor leading to Park Geun-hye's impeachment.
Why did Samsung acquire a significant stake in Cheil Industries?
Cheil Industries held a substantial stake in Samsung Electronics. Acquiring Cheil Industries, and later merging it with Samsung C&T, allowed Lee Jae-yong to indirectly increase his control over Samsung Electronics at a lower cost, effectively consolidating his power within the Samsung empire.
- 三星早期通过收购韩国半导体公司进入半导体领域
- 李健熙的逆周期投资策略是三星成功的关键因素
- 三星在DRAM领域与日本厂商的竞争非常激烈
- 三星通过技术学习、人才引进和产能扩张迅速崛起
Shownotes Transcript
在第二代掌门人李健熙的手中，三星帝国在半导体、手机和液晶面板领域大放异彩！三星电子到今天有90年的发展历程，逆周期投资的杀手锏让欧洲、日本的半导体厂商见不到第二天的太阳；智能手机市场上和苹果战的有来有回，其中也不乏段子和啼笑皆非的古怪场景...…本期播客，就要认真介绍这其中的神奇故事。
此外，我们理了理围绕三星家族的财富和法律纠葛：凌驾于法律之上的财阀甚至可以逼死总统，举报者在韩国再无容生之地....…
最后我们稍微聊了聊三星家族的狗血剧情，冷血豪门、最强赘婿，还有为情轻生的小公主。
【时间轴】
00:39 早晨上班，先背半个小时“总裁精神”的公司02:07 不管有没有支持，我已经看好半导体06:28 印有“大总统朴正熙”的国产电子表09:40 三星进入DRAM领域，跑去美国“学”技术13:30 64K DRAM项目启动大会：马上徒步64KM！17:20 三星速度：车正在路上开，路就在前面修！21:26 财阀的经典商业战术：逆周期投资，掐住对手的喉咙！27:40 1997亚洲金融风暴：韩国险些破产，国民捐金救国40:30 三星汽车始末：整车失败，配件得意44:30 让对手痛不欲生的策略压垮日本半导体行业51:30 HBM内存，AI与三星的半导体的未来56:46 三星手机业务的起源：从疯狂销毁15万台“不合格产品”说起1:06:52 【小课堂】通讯技术科普：从模拟时代到数字时代1:15:12 为什么韩国人选择了CDMA？1:17:22 “我人生中最难的2个小时”1:22:28 警车开道，剑劈开蛋糕：欢迎来韩国做客！1:27:15 谈生意就是酒精、卡拉OK、应召女郎和现金1:32:30 三星VS苹果：巨无霸之间的争斗1:44:33 像极了可口可乐和百事可乐1:55:27 Note7 手机起火事件始末2:01:58 三星LCD业务的崛起：靠抄日本人的老底2:12:12 财阀，凌驾法律之上的存在！2:15:56 “哀宗”卢武铉与三星的争斗2:30:19 逃避遗产税引发的“血案”，和总统一起进局子2:39:01 强吃华尔街大鳄，中央情报局为我效力2:45:58 踌躇满志的文在寅惨被逼宫，暗淡收场2:55:57 八卦时间：李在镕其人2:57:50 一入豪门深似海：冷血的李家，刚强的媳妇3:05:50 最强赘婿与令人扼腕的殉情小女儿
【提到的人物和资料】
▲ 韩国十大财阀掌门人，控制韩国70%的GDP
▲ 三星收购韩泰半导体后，生产电子表的车间
▲ 三星生产的64KB DRAM芯片
▲ 12层32GHBM内存芯片
▲ DRAM芯片市场占有率变化图（到2014）
▲ SCR-536 由 Galvin Manufacturing（后来的摩托罗拉）制造，重量仅为 2.3 公斤，最终在战争期间为盟军生产了 130,000 台
▲ SCR-300 对讲机，它允许操作员选择多达 41 个频道，最远可达 8 英里（13 公里）
韩国车载大哥大广告
▲ 1983年9月，摩托罗拉发布了全球第一部商用手机——DynaTAC 8000X，重量1kg，可以持续通话30分钟，充满电需要10小时，售价却高达3995美元
▲ 三星发售的H-100大哥大
▲ 1993年三星的发售的SH-700移动电话
▲ 在美国大卖的SCH-3500移动电话
▲ 在《黑客帝国2》中，尼奥使用的三星手机
▲ 普通硬盘与固态硬盘的区别
▲ 苹果和三星手机 出货量的对比
▲ 三星李在镕在三星集团中控股的情况
▲ 三星集团各公司交叉持股图
▲ 1998年，三星集团“太子”李在镕与大象集团千金林世玲结婚。2009年两人离婚。林世玲离婚后回大象集团参与经营，并有一位稳定的男朋友——李政宰（非常知名的韩国男演员）
▲ 1999年，三星集团长公主李富真与任佑宰举行了婚礼。据说，在婚礼现场，父亲李健熙全程黑脸，连一句祝福女儿的话也没有说。2014年李富真向法院申请了离婚，从此双方开始了漫长的有关离婚的辞讼。2019年9月26日，法院判决两人解除婚姻关系，李富真将支付任佑宰141亿韩元（约合人民币8370万元）
▲ 三星集团掌门人李健熙的幼女李尹馨。2005年11月18日，李尹馨死于美国,年仅26岁
【参考书籍】
《别谋杀你的梦想——三星之父亲李秉喆传》《创业之神——三星创始人李秉喆传》《除了妻儿一切都要改变——三星李健熙成功之道》《三星内幕——李健熙的传奇人生 》《李健熙，伟大的选择 》《韩国史——悲剧的循环宿命》《三星帝国》《为什么是三星 》《南山的部長們——統治現代韓國的暗黑力量》《憤怒的數字——韓國隱藏的不平等報告書》《韓國人不想讓你知道的事》《Samsung Electronics and the struggle for leadership of the electronics industry》《Samsung Rising The Inside Story of the South Korean Giant That Set Out to Beat Apple and Conquer Tech 》《Sony vs Samsung The Inside Story of the Electronics Giants Battle For Global Supremacy 》
【本期主播】
剑锋，寒芽
【音乐】 열린음악회 - 아리랑 - 송소희 （宋素姬-阿里郎）
BTS - SILVER SPOON