As of September 1, 2016, 35 new explosions have occurred in Samsung's flagship mobile phone. According to related reports, the explosion is extremely high, and almost the entire screen is burnt, which can threaten the personal safety of the user.
This incident has also caused heated discussions among mobile users around the world. It is inevitable that the iPhone7 is coming, and the PK has not come yet, and the Samsung Galaxy Note 7 has exploded. Subsequently, China Samsung Electronics issued an official statement.
However, the mystery of the explosion has not yet been solved, and the statement has attracted many deeper doubts.
Question 1: Why did you not include the Note7 mobile phone in mainland China in the recall category?
Samsung did not include the Note7 mobile phone in mainland China in the recall. Official response As indicated in the above statement, the official version of the Chinese version of the Chinese market is not in the scope of this replacement due to the use of different battery suppliers.
In addition to the explosion of Note7, Samsung's "distinctive" attitude towards the Chinese mainland market has caused a lot of dissatisfaction among Chinese consumers. At the same time, however, Samsung Electronics announced a Note 7 recall announcement for two Greater China markets, Hong Kong and Taiwan.
As we all know, in the overall structure of the global supply chain of the mobile phone market, suppliers' supply is often sent to the production plant for batch assembly. As a "world factory", most of the accessories from various countries are assembled in China. Based on this status quo, "the problem battery is supplied to the Samsung factory in China for assembly and then sold to Chinese consumers to maximize logistics costs." This seems to be a logical speculation.
The mobile phone that sells the problem that may cause an explosion accident is sold to the whole world, but only the "conscience" batch with higher quality and no safety hazard is adopted for the Chinese mainland market. Obviously, there is no way to gain recognition from Chinese consumers.
With the CCTV2 CCTV Finance report, the major media platforms take turns to intervene, and the truth about the Note7 explosion has become widely known. Samsung, which was deeply mired in the whirlpool of public opinion, re-released the recall announcement and began recalling the Bank of China Note7 mobile phone from the “Thousand People Trial Teamâ€. It is rumored that Jingdong and other e-commerce platforms and regional dealers have also begun to suspend the shipment of Note7, waiting for Samsung's follow-up test response.
Question 2: The explosion is due to battery defects
Like many other mobile phone manufacturers, Samsung Electronics uses lithium-ion batteries in its smartphones.
Lithium batteries broke into the public eye in the early 1990s and were originally used in cameras. This battery is light in weight and has a long battery life. Lithium-ion batteries are made up of components that generate electrical energy, and these components are called cells. At present, lithium battery products have been used in a variety of equipment, from jet aircraft electrical systems to automobiles to smartphones with billions of users. However, such products will also explode and even trigger a large-scale recall.
Jason Croy, a physicist at the Electrochemical Energy Storage Division at Argonne National Laboratory, said that lithium batteries are favored by equipment manufacturers because they can store larger volumes in smaller volumes. energy. "Without a lithium battery, it is unlikely that there will be smartphones, tablets, laptops, etc.," he said.
1. On September 2, due to the battery explosion accident, Samsung Mobile President Gao Dongzhen publicly apologized , announced the global recall of 2.5 million Note7 mobile phones, and acknowledged the explosion of “battery defectsâ€.
Koh Dong-jin, head of Samsung's electronic mobile phone division, even tried to clarify the relationship between the quality of the mobile phone itself and the battery when interviewed by the media on Friday. The explosion of the Galaxy Note 7 device was caused by a battery defect, and the mobile phone. It has nothing to do with it.
The mobile phone battery is formed by superimposing a multilayer film. If the internal impurities of the product pierce the diaphragm, the battery will be short-circuited and burned. The Samsung SDI self-produced battery used by Note7 may be due to a short circuit, causing the phone to explode during normal use. That is to say, the explosion of the battery is almost uncontrollable to the consumer.
According to some analysts, one possible reason is that when Samsung, which owns the entire industrial chain, treats its own SDI batteries, the procurement department and the quality inspection department have a “green light†behavior, resulting in an unprecedented costdown (cost reduction during procurement).
2, informed sources said that in the fast charging process, the battery and chip compatibility of this phone may also have a certain impact.
Analysts said that the fast-charge trend of the smartphone industry may also have an impact on Galaxy Note 7.
The reason why China's OPPO has achieved rapid development is to a certain extent from the vigorous promotion of fast charge technology. The company's famous slogan "Charging for 5 minutes, talking for 2 hours" is now well known in China.
Other large brands, including Samsung, are also developing fast-charging smartphones, but analysts say the technology is more prone to battery problems due to higher voltages.
Consequences: a series of chain reactions
On September 6, according to Dow Jones, 70% of the approximately 2.5 million Galaxy Note 7 phones shipped or arrived at consumers were supplied by the subsidiary Samsung SDI (Samsung SDI Co.), and the rest. The battery of China New Energy Technology Co., Ltd. (ATL) was adopted.
1. Samsung SDI, the main battery supplier for Note7, is a subsidiary of Samsung Electronics. Affected by the news, Samsung Electronics shares fell 2%, Samsung SDI shares fell 6.1%. In the Taiwan stock market, the supply chain storm, especially the supply of Note 7 thermal modules, the biggest shock, Shuanghong, the biggest impact, both fell about 5%. In this regard, Chaozhong said that there is no rumor comment on a single customer. The legal person pointed out that Samsung's orders accounted for a small proportion of the overall revenue of the over-the-counter, and the excess revenue also came from the NB cooling module and the server cooling module. As for the subsequent impact on Taiwan's thermal conduit industry, it remains to be seen.
2. Transferred from the Taiwan Economic Daily, Samsung’s latest flagship Galaxy Note 7 has a suspected battery explosion in South Korea, which will suspend local shipments. Samsung may recall related models. Although Samsung immediately launched an investigation, it has not yet announced the exact reasons.
Supply chain news pointed out that this suspected explosion version, Samsung's own processor and Qualcomm version have, so speculation may be a problem with battery components, details are still subject to Samsung official instructions. Note 7 sold more than expected after the sale on August 19. The market originally estimated that shipments reached 13 million in the second half of the year. With the explosion, the smartphone market will be disrupted.
Taiwan’s Samsung said yesterday that it is actively understanding the situation and will make further official announcements as soon as possible.
3, the market estimates, Apple iPhone 7 will be unveiled on Wednesday (7th) in the US West Time, Note 7 suspended shipments, and even face a recall, Apple is expected to benefit. However, Yuanda's investment analysis, in the tight production capacity of Apple, it is expected that the mainland brand manufacturers Huawei, OPPO, Vivo and other high-end models will benefit more than Apple.
Since mainland China and other mainland brands use MediaTek's chips, the recent tight supply of MediaTek is likely to make the demand for chips more serious, and indirectly become one of the beneficiaries of the Samsung incident.
4, Samsung smart phones have always been known for one-stop shipping, from the upstream semiconductors, panels can be supplied by their own, to the suspected explosion of the battery, is also its SDI products. Samsung Electronics recalled the flagship phone worldwide due to the defect of the new Galaxy Note 7 battery, making the technology giant's battery subsidiary a focus of attention.
Samsung SDI said on Monday that the company is a battery supplier for the Galaxy Note 7. The announcement of this recall is one of the largest recalls in the history of the smartphone industry. However, Samsung SDI declined to comment on the company's impact on the recall.
Samsung Electronics also uses batteries supplied by Amperex Technology, a division of Japanese electronic component manufacturer TDK. New energy technology executives said on Monday that the company only supplies batteries for the Galaxy Note 7 sold in China.
Samsung Electronics declined to estimate the financial impact of the incident. The company said it may find a third supplier outside of the two suppliers. Samsung SDI declined to comment on whether its existing suppliers are supplying Apple.
5. When asked about the battery supplier, an Apple spokesperson said: "We did not use the same battery as the recalled Samsung Galaxy Note 7. All of our products exceed the highest quality standards and will not be affected by this. The impact of a defect."
The recall may have an impact on Samsung's operating profit in the second half of the year, and the second half of the year is often the best time for technology companies due to the inclusion of the back-to-school season and the Christmas shopping season.
Event analysis and summary
BNP Paribas analyst Peter. Peter Yu believes that Samsung has lost the opportunity to accumulate momentum before Apple's new iPhone launch. "But this will not ultimately hurt Samsung. The company may sell fewer millions of mobile phones, but it will not damage the brand image due to the recall. In the long run, this is the most important," he said.
Lv Xuelong, a senior researcher at the Industrial and Technological Research Center of the Industrial Research Institute, said that the Note 7 explosion has brought battery safety issues back to the table. For materials and battery manufacturers in the industry chain that emphasize safety design and safety solutions, there are hopes for more in the future. opportunity.
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