Samsung 20 proc. na plusie
Zysk w III kw. br. przekroczy oczekiwania - zapowiada koncern. Wydaje się jednak, że wynik trudno będzie powtórzyć.

W III kw. br. Samsung zwiększył zysk operacyjny o 20,4 proc., do ok. 15,5 mld dol. – informuje koncern w oparciu o wstępne dane. Przychody miały zwiększyć się o 3,7 proc., do ok. 57,5 mld dol.
Dobry wynik ponownie jest efektem kwitnącego biznesu półprzewodnikowego, ze względu na zapotrzebowanie i wciąż wysokie ceny pamięci. Ten biznes generuje już niemal 80 proc. zysku operacyjnego. Zwłaszcza na DRAM do serwerów koreański gigant zarabia miliardy (ceny wzrosły wobec ub.r. o 14 proc.). Jednak w ocenie analityków na III kw. br. przypadł prawdopodobnie sprzedażowy szczyt dwuletniego cyklu na rynku komponentów, ceny już spadają, co może mieć wpływ na zyski Samsunga w kolejnych okresach. Koncern przewiduje, że w IV kw. br. zysk operacyjny poprawi się o 12 proc. Z kolei w przypadku smartfonów sprzedaż wprowadzonego w końcu I kw. kolejnego flagowego modelu była – według wcześniejszych informacji – poniżej oczekiwań. Ze względu na konkurencję cenową spodziewany jest spadek zysków z wyświetlaczy.
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Europejski rynek smartfonów zanurkował o 16 proc.
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