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被中企打的快要完蛋了?三星:一个季度净赚420亿,没空理你
Sou Hu Cai Jing·2025-05-01 07:30

Core Viewpoint - Recent media narratives suggest that Samsung is struggling against Chinese competitors, but recent financial results indicate strong performance and growth [1][3]. Financial Performance - Samsung reported Q1 2025 revenue of 79.14 trillion KRW (approximately 404 billion RMB), a year-on-year increase of 10%, marking a historical high [3]. - The company's profit reached 8.22 trillion KRW (approximately 42 billion RMB), a year-on-year growth of 21.7%, significantly exceeding market expectations [3]. Business Segment Analysis - The DX division, which includes mobile phones, generated revenue of 51.7 trillion KRW, a growth of 51.7%, with smartphone revenue at 37 trillion KRW, accounting for nearly 50% of total revenue [5]. - The DS division, focusing on semiconductors, reported revenue of 25.1 trillion KRW, contributing 1.1 trillion KRW in operating profit [5]. - Other segments, including home appliances and displays, achieved revenue of 14.5 trillion KRW with an operating profit of 0.3 trillion KRW [5]. Market Position - Samsung remains a leader in several global markets, including OLED displays, smartphones, storage chips, and televisions, maintaining a strong competitive position despite challenges from Chinese firms [7]. - In semiconductor manufacturing, Samsung is one of the two companies globally with 3nm technology, holding the second-largest market share [7]. Research and Development - Samsung's R&D expenditure for Q1 2025 reached 9 trillion KRW (approximately 46 billion RMB), comparable to Huawei's total R&D investment of 179.7 billion RMB for 2024 [9]. - The company is recognized as a significant competitor and a model for many domestic enterprises, emphasizing the importance of not underestimating its capabilities [9].