Samsung: zyskowny i ostrożny
Zysk Samsunga w III kw. br. wzrósł o prawie 50 proc. Jednak w IV kw. br. koncern nie liczy na powtórkę.

W nowym roku można spodziewać się wzrostu zapotrzebowania na urządzenia mobilne ze względu na 5G. Również laptopy pozostaną popularne – uważa Samsung.
W III kw. br. Samsung zwiększył sprzedaż o 8 proc., do 59,4 mld dol., a zysk netto o 49 proc., do ok. 8,3 mld dol. Zysk operacyjny wzrósł o 59 proc., do ok. 11 mld dol., tak jak przewidywano.
Za poprawą wyniku stoi większa sprzedaż smartfonów, która wzrosła o 52 proc. w III kw. br., jak również elektroniki użytkowej. Firma wskazuje ponadto „efektywne zarządzanie kosztami”.
Dział pamięci odnotował spore dochody, ponieważ popyt na produkty mobilne i PC doprowadził do wyższych niż oczekiwano dostaw, co zrekompensowało niższe ceny pamięci.
Mniej pamięci, większa konkurencja w smartfonach
Na IV kw. br. Samsung ma jednak ostrożne prognozy – spodziewa się spadku zysku, z uwagi na mniejszy popyt na pamięci ze strony producentów serwerów. Nasila się również konkurencja na rynku smartfonów, jak i elektroniki użytkowej.
Co czeka rynek w kolejnych kwartałach
Producent oczekuje, że w IV kw. 2020 r. popyt na urządzenia mobilne wzrośnie wraz z wprowadzeniem nowych smartfonów, podczas gdy na serwery pozostanie słaby. W przypadku komputerów zapotrzebowanie na laptopy z niskiej i średniej półki prawdopodobnie utrzyma się na stałym poziomie – zakłada koncern.
W przypadku dysków SSD do serwerów popyt prawdopodobnie pozostanie słaby, a ceny spadną, ponieważ klienci będą nadal dostosowywać swoje zapasy do zapotrzebowania, nie mając większej ochoty na wzrost inwestycji. Można liczyć jednak, że zakupy klienckich SSD pozostaną duże, z uwagi na wspomniane zapotrzebowanie na laptopy.
W 2021 r. Covid-19 nadal będzie rozgrywał na rynku
Samsung przewiduje, że w 2021 r. problemy geopolityczne, jak i możliwość przedłużającego się wpływu Covid-19, pozostaną. Oczekuje się, że popyt na urządzenia mobilne będzie solidnie rósł w pierwszej połowie roku, ponieważ technologia 5G znajdzie zastosowanie także w modelach z dolnej i średniej półki. W przypadku serwerów jest wysoce prawdopodobne, że popyt zwiększy się w pierwszej połowie roku, w miarę normalizacji poziomu zapasów i zwiększenia inwestycji klientów – uważa koreańska firma.
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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.