Samsung cierpi z powodu iPhone’ów
Spadek sprzedaży smartfonów Apple'a uderzył także w jego konkurenta.

Samsung w I kw. br. będzie miał wynik poniżej oczekiwań. Powodem jest nadspodziewanie duży – według firmy – spadek cen pamięci i spowolnienie na rynku wyświetlaczy. W tym kwartale stawki za DRAM zanurkowały o 20 proc. wobec IV kw. 2018 r. – według DRAMeXchange. W biznesie wyświetlaczy prawdopodobnie będzie strata.
Korporacja dodaje, że rentowność pogorszyła słaba sprzedaż iPhone'ów. Samsung dostarcza pamięci i ekrany do smartfonów Apple'a, który zresztą należy do jego głównych konkurentów na rynku mobilnym.
Prognoza Samsunga na I kw. 2019 r. zakładała osiągnięcie 6,4 mld dol. zysku operacyjnego. To o ponad połowę mniej niż w I kw. 2018 r. Sprzedaż miała wynieść ok. 47,3 mld dol. (spadek o 11,4 proc. r/r – licząc w koreańskiej walucie).
Już w IV kw. 2018 r. obniżki cen pamięci, które generują największą część zysków Samsunga, odbił się na wynikach korporacji. Sprzedaż stopniała o 10 proc., a zysk netto – o 31 proc.
W br. firma przewiduje niższy zysk niż w ubr. Analitycy oceniają natomiast, że II połowa br. powinna być lepsza dla Samsunga, wraz z poprawą w biznesie półprzewodnikowym oraz 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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