Samsung zwiększył zysk o 64 proc.
Koncern w IV kw. osiągnął rekordową sprzedaż i z optymizmem spogląda na 2022 r.

Zdaniem Samsunga w 2022 r. powinno rosnąć zapotrzebowanie na serwery i komputery. Pozostaną jednak problemy z dostępnością.
Samsung dzięki biznesowi półprzewodnikowemu osiągnął wyraźnie większy zysk netto w IV kw. 2021 r. niż przed rokiem. Wyniósł on ok. 8,9 mld dol., co oznacza wzrost o 64 proc. r/r (licząc w koreańskiej walucie). Kwartalne przychody okazały się najwyższe w historii koncernu, sięgając ok. 63,3 mld dol. Zysk operacyjny wyniósł ok. 11,5 mld dol.
Prawie 2/3 zysku dzięki czipom
Segment półprzewodnikowy w IV kw. ub.r. przyniósł 21,5 mld dol. obrotu i 7,3 mld dol. zysku operacyjnego, czyli blisko dwie trzecie profitu całej korporacji.
Dział MX i sieciowy (m.in. smartfony, tablety, komputery, wearables i inna elektronika) wypracował ok. 23,9 mld dol. przychodów oraz ok. 2,2 mld dol. zysku operacyjnego, czyli tu rentowność jest dużo niższa.
Dobre perspektywy na 2022 r., choć problemy z dostępnością nie znikną
Koncern z optymizmem spogląda w 2022 r., mimo że w jego ocenie problemy w łańcuchu dostaw przypuszczalnie utrzymają się. Uważa, że w br. zwiększy się zapotrzebowanie na rozwiązania IT. Spodziewa się dużego popytu na serwery.
Będą potrzebne serwery z SSD
Samsung przewiduje, że zapotrzebowanie na serwery z SSD będzie silne w br. dzięki ciągłym inwestycjom, głównie w centra danych, jak też w związku z pojawieniem się nowych procesorów. Uważa również, że większe zapotrzebowanie na komputery powróci – głównie na laptopy – wraz ze stopniową poprawą dostępności komponentów.
W przypadku urządzeń mobilnych Samsung spodziewa się także wyższej sprzedaży pamięci o wysokiej gęstości, ponieważ producenci wprowadzają nowe modele 5G.
Samsung zakłada również, że w 2022 r. także w przypadku smartfonów utrzymają się problemy z brakiem komponentów. Rynek zdaniem firmy powinien jednak rosnąć, a w przypadku urządzeń noszonych (wearables) wzrost będzie dwucyfrowy – według przewidywań koncernu.
W całym 2021 r. Samsung Electronics osiągnął sprzedaż na poziomie ok. 232,5 mld dol. oraz ok. 42,9 mld dol. zysku operacyjnego.
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