Guide language: The United States " wall street daily " the weekday on network edition publishs a problem to be " SamSung seeks growth from inside component business " (the comment article of Samsung Seeks Growth From Component Business) says, as the smartphone add fast put delay, samSung will increase the dependence of pair of component business stage by stage, borrow this to drive outstanding achievement to continue to grow.
It is article full text below:
Increase investment
brooch pins
SamSung electron will open up this year endowment about 12 billion dollar upgrades and invest chip to produce establishment, this plan protruding shows this Korea company to be opposite of component business depend on, the hope achieves the instantly of platform period in the profit margin of the smartphone, promote profit growth.
Although the profit of 5 net of season of the 2nd money that announce achieve SamSung last week 7.77 trillion Han Yuan (add up to brooch pins 7 billion dollar about) historical record, grow 50% compared to the same period, but regard the past is the biggest gain in a year as origin, the profit margin of smartphone business or be squashed because of the charge of sale of high specified number related to Galaxy S4.
"The smartphone market of the 3rd quarter still can continue possibly to grow, but the competitive aggravate that causes as the issuance of new model, add fast may put delay. " dredge of Jin Xuan of vice-president of SamSung shift professional work signs up for a phone in money say on the conference.
SamSung returns a warning to say, as in low end of the mobile phone occupy than in the best selling scooby costume creasing, the smartphone of the 3rd quarter of this company is average price may fall.
hans wilhelmBesides the mobile phone, the memory chip of SamSung, indication face plate and television batta the most popular canon ef 15mm lion close to also rank global first place.
The analyst predicts, the growth of this company future will come from component business. Of chip of profit from memory rise in price, the profit margin of this business is rebounding in experience.
Quarterly outstanding achievement
SamSung chip ministry families status the business profit of 2 money season grows 71% compared to the same period, occupy its to always do business when season about 1 free canon ef 15mm 8% of profit.
Meanwhile, mobile phone and branch of mobile of telegraph the best selling canon ef 15mm ic equipment place contributed the business profit of 66% . The business profit of this branch grows 52% compared to the same period, but still 54% under season of the first money.
The United States invests bank Sanford C. Newmann of · of Bernstein analyst mark (Mark Newman) says: "Memory chip is experiencing structural sex to transform, cause supply finite, price goes high, push thereby raised profit margin. " he still points out, the business profit margin of SamSung semiconductor business will from season of the 2nd money 20.3% add 25.2% to season of the 3rd money, season of the 4th money can be achieved 27.8% .
The profit margin of SamSung shift professional work comes from the 19.8% atrophy of season of the first money 17.7% of season of the 2nd money.
SamSung investor concern is in charge of Robert Yi (Robert Yi) expresses on conference of money newspaper telephone, samSung will seek devoted and more energy henceforth " more balanced gain is formed between t the most popular t mobile prepaid cards he business below the banner " .
ata pci13 trillion Han Yuan's chip throws SamSung, withIntelThe chip plant of 11 billion dollar is mixed this year similar of spending of production equipment capital. From whole in light of 2013, budget of SamSung predicting capital the 22.8 trillion Han from last year yuan add to 24 trillion Han yuan, amplitude is 5% . The 6.5 trillion Han that this includes a plan to be thrown to showing face plate professional work among them yuan.
Profit of net of season of the 2nd money is SamSung 7.77 trillion Han Yuan, prep above the 7.15 trillion Han of season of the first money yuan. When season business profit is 9.53 trillion Han yuan, grow 48% compared to the same period. Battalion restrains growth 21% , achieve 57.5 trillion Han yuan, with this company 56 trillion forecast to 58 trillion Han Yuan's directiveness keep balance.
Share price drops
12 volt adaptor
Nearly a few months encountered SamSung share price be killed considerably drop, the sales volume that the reason is smartphone of market concern Galaxy S4 under anticipate. End was in new York this year in March after radio city odeum held the news briefing with royal dimensions, this company is throwing billions of dollar to extend this product in mainland and overseas market. The new special that SamSung still bought 1 million Jay-Z " Magna Carta Holy Grail " , give Galaxy smartphone user freely.
Since end began to sell this admiral machine in April, accumulative total of SamSung share price drops 12.8% , market prise evaporates 25 billion dollar. This year in June, each large certificate business in succession with demand fatigued and weak for, key became lo canon ef 15mm w the gain of this company and target of smartphone sales volume. L free t mobile prepaid cards ast week 5 be in the stock of an Er trades in, samSung share price drops again 0.9% , closing quotation signs up for 1.303 million Han yuan (add up to 1170 dollars) about. This company did not announce smartphone shipment to measure data, but study according to American market company IDC is calculated, the smartphone sales volume of this company achieves 72.4 million, rank first global with the market share of 30.4% .
Before SamSung releases record-breaking gain, AppleThe money bulletin that the company issues is compared not lukewarm not fire. Although malic company is in up to the 3rd money by June came true to exceed expectant IPhone shipment amount inside season, but the net gain of this company or relatively the corresponding period is atrophic last year 22% , encountered as identical as manufacturer of smartphone of a lot of high end requirement puts delay aspect.
It is while demand of costly mobile phone is atrophic, of China and other place cheap Android mobile phone is in however emerge to the market in a large-scale. Accordingly, samSung, Nuojiya, HTC is turning bade case closer civilian equipment, so that realize the diversification of product combination. But the analyst thinks, this action can constitute pressure to their long-term profit margin.
"Because be about to enter the traditional peak period of IT industry, so we predict gain will still continue to grow. " Robert Yi says, "But we cannot ignore European economy to anabiosis the current situation that defer, and the risk that the competitive aggravate of smartphone and other product brings. " (book Yu)
