Samsung zwiększył zyski
Masowe przejście na pracę zdalną w II kw. br. wywindowało zyski koncernu.

Zapotrzebowanie na czipy powinno utrzymać się na wysokim poziomie, choć rosną zapasy u klientów serwerowych – zauważa firma.
Dla Samsung Electronics miniony kwartał był wyjątkowo udany. Na poziomie operacyjnym zysk był wyższy o 23,5 proc. niż przed rokiem (ok. 6,4 mld dol.), a zysk netto wyniósł ok. 4,6 mld dol., tj. o 7,3 proc. więcej niż w ub.r. i ponad 10 proc. powyżej oczekiwań analityków. Profity wzrosły mimo spadku sprzedaży o 5,6 proc., do ok. 44 mld dol. Przyczyniła się do nich również jednorazowa wpłata od Apple’a związana z kontraktem na dostawę wyświetlaczy. Jej wysokość szacuje się na blisko 1 mld dol.
Home Office potrzebuje serwerów, komputerów, tabletów
Samsung wykorzystał skok zapotrzebowania na pamięci w okresie pandemii. Dzięki temu zysk biznesu półprzewodnikowego wzrósł o 60 proc. – generując dwie trzecie zysku operacyjnego całej korporacji – przy przychodach wyższych o 13 proc. Popyt jest związany z przejściem na pracę zdalną i związaną z nią zapotrzebowaniem na infrastrukturę chmurową i urządzenia końcowe, co wywindowało także ceny DRAM i NAND Flash, których koncern jest największym światowym producentem.
Firma spodziewa się, zapotrzebowanie na czipy serwerowe utrzyma się na wysokim poziomie, odnotowuje jednak jednocześnie, że rosną zapasy u klientów serwerowych. Elementem niepewności są również trudne do przewidzenia w czasach pandemii zmiany strategii firm. Koncern spodziewa się także większego popytu na pamięci do smartfonów wraz z poszerzaniem oferty sprzętu 5G przez producentów.
Zadziałał plan oszczędności
Z kolei w biznesie mobilnym, który pod względem obrotów jest największy w Samsungu, sprzedaż spadła o niemal jedną piątą. Jednak dzięki programowi oszczędności, jak cięcia wydatków na marketing, koncern wypracował także tutaj solidny zysk, większy o 25 proc. niż przed rokiem. W ten biznes uderzyło ograniczenie zakupów przez konsumentów związane z pandemią. Jednak wraz z odchodzeniem od lockdownów popyt powinien rosnąć, a rozbudowa sieci 5G powinna zwiększyć zainteresowanie klientów odpowiednim sprzętem.
Także trzeci największy segment Samsunga – elektroniki konsumenckiej – wyszedł na plus w II kw. br.
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Europejski rynek smartfonów zanurkował o 16 proc.
„Ogólny klimat w Europie jest nadal ponury" - komentuje analityk.
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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.