Samsung: rok spadku zysków
Zyski koreańskiej firmy znacznie spadły czwarty kwartał z rzędu. Mimo większych profitów w biznesie mobilnym, ostatni kwartał roku nie zapowiada się tak dobrze.

W III kw. br. zysk operacyjny Samsunga spadł o 56 proc., do ok. 6,7 mld dol. (7,8 bln wonów). To nieco wyższa kwota niż we wstępnych wynikach z początku października. Zysk netto stopniał o 52 proc., do ok. 5,4 mld dol. (6,3 bln wonów). Oznacza to czwarty kwartał z rzędu spadku zysków. Przychody okazały się zgodne z przewidywaniami, tj. niższe o 5,3 proc. r/r, sięgając ok. 52 mld dol. (62 bln wonów).
Profity spadają głównie ze względu na dołek cenowy na rynku półprzewodników. W tym segmencie zysk operacyjny Samsunga wyniósł ok. 2,7 mld dol.
Za to zysk biznesu mobilnego przy sprzedaży smartfonów większej o 8 proc. ilościowo wzrósł o 32 proc. r/r, do ok. 2,5 mld dol. To najwyższy wynik od 1,5 roku. W jego osiągnięciu pomogło zainteresowanie nowym modelem Galaxy Note 10. Jednak producent uprzedza, że w IV kw. br. może już nie być tak dobrze – zysk prawdopodobnie zmniejszy się z powodu rosnących kosztów marketingu oraz mniejszej sprzedaży flagowych modeli, które premierowe miesiące mają już za sobą. Wiceprezes Samsunga wskazuje ponadto na niesprzyjający trend spadkowy na światowym rynku smartfonów.
W 2020 r. koreański koncern spodziewa się rosnącej sprzedaży smartfonów z 5G oraz z elastycznym ekranem. W przypadku półprzewodników trend spadkowy na światowym rynku wyhamował, przewidywane są wzrosty w połowie 2020 r., jednak zależy to w dużej mierze od dalszego rozwoju wojny handlowej USA – Chiny.
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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.