Samsung pędzi do przodu
W IV kw. 2012 r. Samsung osiągnął rekordowy wynik. Na rynku smartfonów zostawił w tyle Apple’a i mimo spowolnienia dużo inwestuje.

W IV kw. 2012 r. przychody Samsunga w przeliczeniu na dolary wyniosły 52,1 mld dol. (wzrost o 18 proc. rok do roku), zysk netto zwiększył się o 75 proc., do 6,5 mld dol., a zysk operacyjny – o 89 proc.
Sprzedaż zwiększyły niemal wszystkie działy firmy (za wyjątkiem wyświetlaczy), a rekordowy wynik jest w dużej mierze efektem rosnącej sprzedaży urządzeń mobilnych. Zysk operacyjny działu mobile (smartfony, tablety i kamery) wzrósł ponad dwukrotnie do 5,1 mld dol. (62 proc. zysku całej firmy). W ostatnim kwartale roku koncern sprzedał 63 mln smartfonów, a w całym roku – 213 mln, zwiększając udział w rynku z ok. 20 proc. w 2011 r. do 30,4 proc. (według Strategy Analytics). W tym samym czasie udział Apple’a wzrósł z 19 proc. do 19,4 proc. Sprzedaż tabletów Samsunga wyniosła 15 mln szt.
Samsung przewiduje, co nie jest wyjątkiem wśród producentów, że 2013 rok będzie trudniejszy niż poprzedni. Świadczy o tym wyhamowanie wzrostu inwestycji. W całym 2012 r. koncern zainwestował 21,5 mld dol. W 2013 r. kwota będzie podobna, choć od 2004 r. koreański producent sukcesywnie zwiększał wydatki (za wyjątkiem kryzysowego 2009 r.). Według prognozy firmy światowy wzrost sprzedaży smartfonów ma być mniejszy niż w 2012 r., spodziewane jest natomiast rosnące zapotrzebowania na modele z LTE oraz sprzęt z dolnej i średniej półki. Producent nie chce także przeszarżować z inwestycjami z powodu spadającego popytu na komputery. Ponadto odczuje skutki decyzji Apple’a, który ogranicza współpracę z Samsungiem, powierzając produkcję podzespołów do swoich urządzeń innym dostawcom.
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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.