Lepszy rok Samsunga
Popyt na półprzewodniki i eksplozja cen pamięci wyśrubowały wynik firmy do niespotykanych poziomów.

Koreańska firma korzysta z koniunktury na rynku półprzewodników. W IV kw. 2017 r. przychody Samsung Electronics zwiększyły się o 24 proc., do 61,7 mld dol. Zysk netto wyniósł 11,4 mld dol. (+73 proc.) i był najwyższy w historii kwartalnych wyników firmy. Zysk operacyjny wzrósł o 64 proc., do 14,13 mld dol. W całym roku wyniósł 50,2 mld dol., ustanawiając rekordy poziom w historii korporacji.
W całym 2017 r. Samsung Electronics zwiększył przychody o 19 proc., do 180,24 mld dol. Marża EBIDTA poprawiła się o 7 punktów, do 31 proc. Zysk przed opodatkowaniem poprawił się o 25 proc., do 52,4 mld dol.
Zdecydowanie poprawił bilans firmy dział półprzewodnikowy – zwiększył zysk ponad dwukrotnie, do 32,8 mld dol. w całym roku 2017, przy przychodach większych o 42 proc.
W 2018 r. Samsung spodziewa się dalszego dużego popytu na pamięci. Dostawy DRAM i NAND powinny zwiększyć się według firmy odpowiednio o 20 proc. oraz 40 proc.
Dywizja mobilna odnotowała natomiast spadek zysku o 3 proc., do 2,14 mld dol., mimo przychodów większych o ponad 12 proc. w IV kw. 2017 r. Według firmy wprawdzie nowe modele premium sprzedają sie lepiej od oczekiwań, jednak spadki odnotowano w przypadku sprzętu ze średniej i niższej półki. Ponadto zysk dywizji obciążyły wysokie koszty marketingu. Firma liczy na poprawę dzięki dorocznej premierze kolejnego flagowego smartfona – Galaxy S9, który wejdzie na rynek w marcu br. Jednak silna konkurencja ze strony chińskich marek może wpłynąć na wynik biznesu mobilnego w br.
Samsung nie szczędzi środków na inwestycje. W ub.r. przeznaczył ponad 40 mld dol. na zwiększenie produkcji pamięci i rozwój technologii OLED.
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Europejski rynek smartfonów zanurkował o 16 proc.
„Ogólny klimat w Europie jest nadal ponury" - komentuje analityk.
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O trendach na rynku monitorów, jego przyszłości i kluczowej roli partnerów w tym biznesie w nowym podcaście CRN Polska Tech Trendy Biznes rozmawiamy z Jackiem Klee, Senior Sales Managerem w Samsung Electronics.