三星的中国往事，开头写满了风光。 自2002年进入中国市场，凭借这片沃土，三星营收轻松突破2000亿美元，手机份额一度逼近30%，是不 折不扣的行业巨头。 三星正站在关键的十字路口。 据媒体报道，此前三星电子董事长李在镕专程赴华，旨在推动西安工厂的升级计划，并计划投入5亿美 元引入本土设备，意图为公司在华业务打开新局面。 然而，形势并不乐观。在被中国列入相关清单后，三星业绩持续承压：今年第二季度其利润同比骤降约 55.9%，创下2008年金融危机以来最差表现。市场地位也随之动摇，曾经占据全球折叠屏手机近八成江 山的三星，今年上半年份额已滑落至20%，不及华为同期表现（48%）的一半。 曾经引领行业的巨头，如今却一再放低姿态在中国寻求机会，三星究竟走错了哪一步？ 01、昔日荣光，一朝倾覆 然而转折来得突然，也来得讽刺。2016年，Galaxy Note7在全球多地爆出电池自燃。三星在欧美迅速召 回，却对中国市场坚称"国行电池不同，绝对安全"，拒绝同步召回。这种"区别对待"彻底激怒了消费 者，不出两年，三星手机在华份额从近30%暴跌至不足1%，近乎消失。 几乎同时，三星在关键决策上也接连踏空。随着美国对华芯片管制 ...

Core Viewpoint - Samsung Group is facing one of its most severe challenges in its 87-year history, with a significant decline in profits, particularly in its semiconductor business, due to delayed shipments and U.S. export restrictions on chips to China [4][9]. Group 1: Financial Performance - In Q2 2025, Samsung Electronics reported a 55% year-on-year drop in operating profit, with semiconductor business profits plummeting by 94% to 400 billion KRW (approximately 290 million USD), marking the lowest in six quarters [4][8]. - The decline in semiconductor profits is attributed to the U.S. export restrictions, which have led to a significant reduction in the value of storage chip inventories [9][18]. Group 2: Market Position and Competition - Despite being a global leader in consumer electronics and semiconductor manufacturing, Samsung's presence in the Chinese market has diminished significantly, with a market share of only 0.77% in Q1 2025, falling out of the top five smartphone brands [11][13]. - Samsung's market share in the Chinese foldable phone market has also dropped from 29% in 2021 to just 3% in Q1 2025, overtaken by local brands like Huawei [14]. Group 3: Strategic Challenges - Samsung's strategic missteps, including the closure of its Chinese factories and reliance on partners for distribution, have exacerbated its challenges in the competitive Chinese market [14][15]. - The company is attempting to pivot by forming a $16.5 billion AI chip supply agreement with Tesla and focusing on advanced 2nm process technology to compete with TSMC [18][19]. Group 4: Consumer Sentiment and Quality Issues - There have been numerous consumer complaints regarding quality issues with Samsung's products, particularly the S23 series, which has faced criticism for overheating and poor battery life [15]. - The company's after-sales service has also been criticized, with reports of inadequate support for defective products, further damaging consumer trust [15].