Samsung poniżej prognoz mimo rekordu
W II kw. 2013 r. zysk operacyjny działu mobilnego Samsunga zmniejszył się o 3,5 proc. w porównaniu z I kw. br. Dla całej firmy wynik był niższy od prognoz.

Przychody Samsunga w II kw. br. wzrosły o 9 proc., do rekordowych 57,46 bln wonów (29,6 mld dol.), z tego 35,54 bln wonów wypracował dział IT and Mobile Communications (IM), do którego należą smartphone’y. Jego zysk operacyjny wyniósł 6,28 bln wonów, co oznacza wzrost o 52 proc. w porównaniu z II kw. 2012 r., ale spadek o 3,5 proc. w odniesieniu do I kw. br. Zysk operacyjny całej firmy wzrósł o 47,5 proc. rok do roku, do 9,53 bln wonów (8,54 mld dol.), jednak był niższy od przewidywań analityków (średnio 10,1 bln wonów).
Po ogłoszeniu wyników pierwszego miesiąca sprzedaży Galaxy S4 (do klientów trafiło 10 mln szt.) kilkunastu analityków obniżyło prognozy dla Samsunga, obawiając się, że rynek smartphone’ów z wyższej półki jest bliski nasycenia. Na spowolnienie w tym segmencie może wskazywać także słabszy wynik największego rywala Samsunga – Apple’a (w II kw. br. sprzedał 31,2 mln iPhone’ów wobec 37,4 mln w I kw. br.).
Warto jednak odnotować, że Samsung w II kw. 2013 r. wyprzedził Apple’a pod względem zysku netto, który wyniósł w przeliczeniu 6,93 mld dol. (Apple – 6,9 mld dol.). Ostatnio koreańska firma osiągnęła większe profity niż amerykański rywal w II kw. 2010 r.
W III kw. 2013 r. Samsung przewiduje wzrost popytu na smartphone’y, związany z sezonowością sprzedaży, choć, jak zaznaczył rzecznik firmy Robert Yi, trzeba brać pod uwagę spowolnienie gospodarcze w Europie i rosnącą konkurencję na rynku. Będzie spadać średnia cena sprzedaży smartphone’ów.
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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.