Samsung korzysta na rynkowym trendzie
Zysk korporacji bije kolejne rekordy. Jednak nie wszystkie produkty sprzedają się lepiej niż w ub.r.

W I kw. br. zysk netto Samsung Electronics wzrósł o 52 proc., w przeliczeniu do ok. 10,8 mld dol. Obroty były wyższe o 20 proc., osiągając blisko 56 mld dol. Zysk operacyjny, co sygnalizowano już we wstępnych wynikach, poprawił się o 58 proc., do ok. 14,5 mld dol. Jak widać, mimo wątpliwości analityków co do długoterminowej strategii jednej z największych firm elektronicznych świata – w związku ze skazaniem jej lidera, producent kolejny raz poprawił wyniki.
Wzrost jest głównie efektem wysokich cen i rosnącej sprzedaży półprzewodników. Zwiększyła się ona w Samsungu o 32 proc. rok do roku. Dział IT & Mobile, obejmujący smartfony, poprawił bilans obrotów o 21 proc., ale sprzedaż półprzewodników i pamięci okazała się znacznie bardziej zyskowna niż rok temu (+18 proc.). Samsung liczy na utrzymanie dobrej koniunktury ze względu na popyt na DRAM i NAND. Bilans odzwierciedla zwłaszcza zapotrzebowanie na pamięci w centrach danych. Producent spodziewa się natomiast, że koszty marketingu smartfonów w II kw. br. obciążą zyski biznesu mobilnego.
Te dwa biznesy odpowiadają w sumie za ponad 80 proc. przychodów korporacji.
Z kolei dramatyczny spadek sprzedaży działu wyświetlaczy (-70 proc.) koncern wyjaśnia drenażem cen paneli OLED. Wygląda też na to, że Apple znacznie ograniczył zamówienia na ekrany do iPhone'ów X, które dostarcza mu Samsung. To kolejny sygnał dużo mniejszego popytu na flagowy smartfon Apple'a (w I kw. br. spadek wobec IV kw. ub.r wyniósł ponad 50 proc. – według Canalys). W I kw. br. zmniejszyły się także wpływy Samsunga ze sprzedaży elektroniki konsumenckiej.
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Europejski rynek smartfonów zanurkował o 16 proc.
„Ogólny klimat w Europie jest nadal ponury" - komentuje analityk.
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Tablety: dwie marki są najbardziej odporne na spadki
Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.
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„Duży wzrost, duża przyszłość” – Jacek Klee o rynku monitorów
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.