Samsung Electronics is the worst even though it is 4.3 trillion won in semiconductor operating losses in the second quarter -South Korea News
Despite the slight reduction in the semiconductor operating loss and the sluggish TV and home appliance business, the company's operating profit is compared to the previous quarter ↑ In addition to the recession, the amount of facility investment is expected to recover the highest IT demand in the second half of the year, and improve earnings
Samsung Electronics office in Seocho -gu, Seoul.Although the deficit was slightly reduced, the mobile business, which offset the semiconductor deficit, also had difficulty in improving earnings.However, the home appliance, TV, and display businesses have earned more than expected reports, and Samsung Electronics announced on the 27th that it recorded sales of 60 trillion won and operating profit of 668.5 billion won in the second quarter of this year.Overall sales decreased 6% QoQ due to a decrease in smartphone shipments despite the recovery of DS sales.In the case of operating profit, there was a negative impact on the decrease in the shipment of smartphones, but the deficit in the DS division was reduced, and the profitability of display, TV and household appliances improved, resulting in a slight increase from the previous quarter (640 billion won).The quarterly R & D expenses were 7.2 trillion won, which was the highest level since the last quarter, and facility investment was 14.5 trillion won, recording the highest level in the second quarter.It will continue to invest in facility investment and R & AMP; D investment to secure future competitiveness. ”
The memory inventory problem was robbed in the second quarter, Samsung Electronics' DS division recorded sales of 14.73 trillion won and operating loss of 4.36 trillion won.In the case of the memory division, DDR5 and ancient stomach bomberry (HBM) were centered on DRAM shipments in response to the strong demand for AI.In the case of over -inventory problems, it is confirmed that it has entered the peak out in May, but the system LSI division delayed the recovery of mobile parts for mobile and has been sluggish due to the inventory adjustment.The foundry division also declined due to a decline in line utilization rate due to the global economic downturn, and Samsung explained that in the DX (device) sector, sales of 40.21 trillion won and operating profit of 3.8300The profitability worsened slightly more than the previous quarter with a billion won.The MX division, which is in charge of the smartphone business, has decreased due to the decrease in the launch of new flagship products due to the decrease in global smartphone demand, and sales have been delayed due to the recession due to the recession.The VD division and the home appliance division were more than expected.Business operating profit, including TV and home appliances, recorded 740 billion won, which is larger than 190 billion won in the first quarter.Samsung Electronics said, “Despite the decline in global TV demand, VD achieved solid results by expanding its focus on high value -added products such as NEO QLED, OLED, and large -scale products.”The profitability has improved due to the increase in sales and the cost of logistics costs. ”Samsung Display (SDC) recorded solid performance in the low season, with sales of 6.48 trillion won and operating profit of 840 billion won in the second quarter.In particular, as the proportion of premium panel sales increased, the company recorded profits from the previous quarter.Large panels focus on strengthening QD-OLED products in the premium market and contributed to strengthening profitability.'Upton' is expected to improve the company's earnings compared to the first half of the year, focusing on the parts business, while the global IT demand and industry are expected to recover gradually in the second half of this year.In the case of the semiconductor sector, the portfolio will be optimized based on the flexible supply operations linked to the market.In particular, the company plans to further expand the proportion of DRAM high -tech products such as DDR5, LPDDR5X, and HBM in high -performance servers and premium mobile products, and expand the proportion of NAND advanced processes such as V7 and V8.MX division is selling flagship smartphones centered on flagship smartphonesThe company plans to expand sales through upselling strategies.In particular, the company plans to solidify the global foldable smartphone market leadership by successfully launching the Galaxy Z Flip 5 and Galaxy Z fold 5, which has enhanced product completion and strengthened differentiation experience.By business, the DS division is 13.5 trillion won and the display of 600 billion won.In the first half of the year, 25.3 trillion won was executed and the DS division was 23 trillion won and the display of 900 billion won.Pyeongtaek -centered facility investment was made for the purpose of response to advanced process demand."We also continued to invest in R & AMP; D to strengthen our future competitiveness.""Founded, focusing on the Texas Taylor and Pyeongtaek factory in response to the high -tech demand demand, the display has been executed small and medium -sized modules and investments in infrastructure."
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