Samsung Electronics: The Demand For High-end Intelligent Components Is Weak And Mining Chip Ramming.
发表时间:2019-12-05     阅读次数:     字体:【

Samsung Electronics Co. (Co.) pointed out in April 26th that the memory industry is expected to maintain a strong performance in the second quarter of 2018, but the company's overall surplus is more difficult to show growth, and the owners fear that the DP sector will be tired of continued fatigue and the intensification of high-end mobile phone competition will lead to a decline in the profit of the mobile communications sector.


Samsung pointed out that the second quarter NAND offer will be weak, but the demand for servers and mobile DRAM is expected to continue strong, and high-density storage chip orders will also rise. In terms of system LSI and wafer manufacturing, 10 nano application processors and encrypted money mining chip shipments are going to rise, but profits will be depressed because of the weak demand for high-end smartphone components.


Samsung has a positive view of the outlook for the second half of the component business. It is expected that DRAM demand will continue to strengthen and the demand for OLED panels for smart phones will rebound.


Samsung expects the overall demand for NAND will expand in the second quarter, and the data center forecast will remain the main source of SSD demand. Driven by the expansion of data centers in the US and China, strong server demand will drive DRAM sales up.


Samsung's first quarter foundry surpluses increased quarterly as the demand for high performance computing (HPC) chips rose. Samsung Electronics expects that the foundry business in 2018 will earn more than US $10 billion and will remain the second place in the world.


Samsung is forecasting that quarterly profit will be reduced in the second quarter of information technology (IT) and mobile communications sector, thanks to the slow sale of flagship products and the high cost of marketing. Samsung will launch the new flagship class in the second half of the year and invest continuously to expand the scale of Bixby 2 open ecosystem.


Driven by major global soccer matches and growth of emerging markets, Samsung expects TV market demand to increase year by year. Samsung is expected to launch 8K and Micro LED TV in the second half.


In the first quarter of 2018, Samsung Electronics revenue increased by 20% (quarterly decrease of 8%) to 60 trillion and 560 billion Korean won, and business profit increased by 58% (3.2% to 3.2%) to a record 15 trillion and 640 billion won.


 
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