三星二季度利润暴跌55%

Core Insights - Samsung Electronics reported a significant decline in operating profit for Q2, with a profit of 4.6 trillion KRW, down 55.94% year-on-year, and sales of 74 trillion KRW, down 0.09% year-on-year [1][2] - The operating profit is the lowest since Q4 2023 and the lowest for any Q2 in recent years, attributed to one-time inventory-related costs and delays in advanced storage product shipments [2] Financial Performance - The operating profit for Q2 2023 is the lowest since Q4 2023 (2.8247 trillion KRW) and the lowest for any Q2 since 2023 (668.5 billion KRW) [2] - The operating profit decreased by 31.24% quarter-on-quarter, falling below market expectations [1][2] Market Challenges - The profit drop is primarily due to two factors: U.S. restrictions on advanced AI chip exports to China, which affected Samsung's high-end chip business, and delays in supplying advanced storage chips to Nvidia, specifically the 12-layer stacked HBM3E chips [2] - Competitors like SK Hynix and Micron are benefiting from strong demand for advanced HBM chips, with SK Hynix expected to report record quarterly earnings [2] Future Outlook - Samsung anticipates a gradual recovery in non-memory chip demand by the second half of 2025, with expectations of reduced losses [2] - There are predictions that Samsung's performance will rebound in the second half of the year, driven by storage business recovery and seasonal demand in mobile and display sectors [2]