Samsung ostrzega przed skutkami pandemii
Covid-19 przytnie zyski Samsunga. Niepewność związana z zarazą utrzyma się na rynkach w II poł. 2020 r. - przewiduje koncern.

Koronawirus ograniczy popyt na kilka kluczowych produktów w II kw. br. To negatywnie odbije się na zysku – przewiduje koncern. Zanosi się na stagnację na rynku smartfonów, co z kolei ograniczy zapotrzebowanie na wyświetlacze OLED. Koncern spodziewa się wyraźnie niższych zysków ze smartfonów i telewizorów z powodu kryzysu związanego z pandemią i ograniczeniami w handlu.
Nadal powinno utrzymać się natomiast duże zapotrzebowanie na pamięci do serwerów i komputerów w II kw. br., w związku z pracą zdalną, co ciągnęło w górę wyniki korporacji w minionym kwartale.
W I kw. br. przychody Samsunga wzrosły o 5,6 proc., w przeliczeniu do ok. 45,4 mld dol. Zysk operacyjny zwiększył się o 3,2 proc., do ok. 5,3 mld dol. Covid-19 już negatywnie wpłynął na rentowność netto – zysk dla akcjonariuszy spadł o 4,3 proc., do ok. 4 mld dol.
Cyfrowy świat potrzebuje więcej pamięci
Samsung poprawił przychody w I kw. br. głównie dzięki popytowi na pamięci i storage do serwerów, co z kolei jest związane z zapotrzebowaniem na infrastrukturę, która udźwignie zdalną pracę i usługi online w dobie pandemii. Według producenta centra danych zamawiają m.in. więcej SSD. Odnotowano kontynuację inwestycji w infrastrukturę 5G i szersze wykorzystanie aplikacji chmurowych związanych z biurem i nauką w domu.
Zysk na poziomie operacyjnym w I kw. br. to efekt optymalizacji portfolio produktów mobilnych i dywersyfikacji klientów, którzy zamawiają wyświetlacze OLED do urządzeń mobilnych – wyjaśnia firma. Ponad 60 proc. zysku operacyjnego wypracował biznes półprzewodnikowy Samsunga.
Niepewność w II poł. 2020 r.
W II połowie roku niepewność związana z Covid-19 utrzyma się, ponieważ czas trwania i wpływ pandemii pozostają nieznane. Koncern zamierza skoncentrować się na lepszej alokacji zasobów. W przypadku smartfonów planuje wprowadzić nowe modele premium i rozszerzyć portfolio urządzeń 5G na rynek masowy.
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