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价格贬值,三星落后:随着半导体需求的自由落体,利润下跌60%

半导体需求的过山车性质导致三星在第一季度(PDF)小睡,导致利润下降60%,这是自2017年火热的Galaxy Note 7崩溃以来的最低点。

“由于内存芯片和显示器的疲软,第一季度的收益受到压力,尽管新推出的Galaxy S10智能手机销售稳健,” Sammy在一份半满的声明中表示 。

截至3月31日的季度,由于各主要部门的下降,销售额增长52.39万亿韩元(345亿英镑/ 449亿美元),同比下降14%。

设备解决方案 - 内存,移动系统芯片和Foundry业务 - 受到的冲击最大,下降27%至20.62万亿韩元(135亿英镑,176亿美元):半导体下降30%至14.47万亿韩元(9.5英镑) bn,124亿美元),其中11.47万亿韩元与记忆有关,本身下降了34%。 显示面板从一年前的7.54万亿韩元(49亿英镑,64亿美元)降至6.12万亿韩元(40.2亿英镑,52亿美元)。

对内存芯片的需求萎缩,这迫使所有制造商降低产量预测,导致价格下跌,因为全球最大数据中心背后的库存调整。

现在是购买DRAM和NAND的好时机,而不是出售 - 只要问SK海力士

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IT和移动通信部门的收入下滑4%至27.2万亿韩元(178亿英镑 - 移动电话下降6%至25.92万亿韩元,或170亿英镑)。 疲软的需求和中低端的激烈竞争打击了销售并降低了营业利润。

由于优质电视--QLED和超大尺寸型号的单位销售增加,消费电子产品微升至3%,收入为10.0万亿韩元(66亿英镑,85亿美元)。

为特定企业和消费者制作视听套件的附属公司Harman从1.94万亿韩元(13亿英镑)转为2.19万亿韩元(14亿英镑)。

该年度的营业利润从去年同期的15.64万亿韩元(103亿英镑)下降至6.23万亿韩元(40亿英镑)。 三星的利润引擎空间历来是芯片业务,但运营利润下降69.8%至3.54万亿韩元(23亿英镑)。 其余部分主要来自手机。

尽管如此,正如人们所预料的那样,三星选择通过玫瑰色调规格来看待其商业生活,并预测内存芯片需求上升,尽管它承认“外部环境的不确定性将持续存在”。

该公司表示,由于对最新车型的兴趣日益浓厚,该公司表示,预计灵活显示器将“保持弱势”并且移动销售量将小幅提升,这一点只能被认为是非常不幸的措辞。

弱势”并且移动销售量将小幅提升,这一点只能被认为是非常不幸的措辞。

税后利润为5.04万亿韩元(33亿英镑),而2018年第一季度为11.69万亿英镑(77亿英镑)。

原文:

The roller-coaster nature of semiconductor demand caught Samsung napping in calendar Q1 (PDF) resulting in a 60 per cent dive in profits, the lowest haul since the fiery Galaxy Note 7 debacle of 2017.
"First quarter earnings were weighed down by the weakness in memory chips and displays, although the newly launched Galaxy S10 smartphone logged solid sales," said Sammy in a glass-half-full statement .
For the quarter ended 31 March, sales crossed the line at 52.39trn KRW (£34.5bn/ $44.9bn), down 14 per cent year-on-year, due to declines across the major divisions.
Device Solutions – memory, mobile system-on-chip and Foundry biz – was hit the hardest, falling 27 per cent to KRW 20.62trn (£13.5bn, $17.6bn): semiconductor was down 30 per cent to KRW 14.47trn (£9.5bn, $12.4bn), of which KRW 11.47trn pertained to memory, itself down 34 per cent.Display Panels fell to 6.12trn KRW (£4.02bn, $5.2bn) from 7.54trn KRW (£4.9bn, $6.4bn) a year earlier.
Demand for memory chips collapsed and this has forced all manufacturers to pull down production forecasts, leading to a drop in prices amid inventory adjustments from those behind the world's largest data centres.
It's a great time to buy DRAM and NAND, not to sell – just ask SK Hynix

Revenue for the IT and Mobile comms division slipped 4 per cent to KRW 27.2trn (£17.8bn – mobile was down 6 per cent to KRW 25.92trn, or £17bn). Softening demand and fierce competition in the low- and mid-range hit sales and dampened operating profit.
Consumer Electronics edged up to 3 per cent to revenues of 10.0trn KRW (£6.6bn, $8.5bn), due to rising unit sales of premium TVs - QLED and ultra-large size models.
Subsidiary Harman, which makes audio visual kit for specific businesses and consumer, turned over 2.19trn KRW (£1.4bn) from 1.94trn KRW (£1.3bn).
Operating profit for the year dived to 6.23trn KRW (£4bn) from 15.64trn KRW (£10.3bn) a year earlier. Samsung's engine room for profits is historically the chip business, but profit from ops dove 69.8 per cent to 3.54trn KRW (£2.3bn). The r

· 2019-04-30 23:24  本新闻来源自:theregister,版权归原创方所有

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