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三星芯片业务利润暴跌:美对华管制正损害业务
Guan Cha Zhe Wang· 2025-04-30 08:00
Group 1 - Samsung Electronics reported a 62.1% quarter-on-quarter decline in operating profit for its DS division, amounting to 1.1 trillion KRW (approximately 5.6 billion RMB), with revenue of 25.1 trillion KRW (approximately 127.8 billion RMB), a 17% quarter-on-quarter decrease but a 9% year-on-year increase [1] - The decline in profitability is attributed to a decrease in average selling prices and a drop in high bandwidth memory (HBM) sales due to export controls on AI chips [1] - Samsung's memory division vice president noted increased uncertainty in demand for the second half of the year due to changes in tariff policies and strengthened export controls on AI chips [1] Group 2 - China remains Samsung's largest market, accounting for nearly one-third of its total revenue last year, with exports to China valued at 64.9 trillion KRW (approximately 330.3 billion RMB), a year-on-year increase of 53.9% [3] - Samsung's NAND flash memory subsidiary in Xi'an reported sales of 11.2 trillion KRW (approximately 570.1 billion RMB), up from 8.7 trillion KRW (approximately 442.8 billion RMB) the previous year [3] - The equipment experience division, including visual displays, home appliances, and smartphones, saw operating profit double to 4.7 trillion KRW (approximately 239.2 billion RMB) in the first quarter, with revenue surging 28% to 51.7 trillion KRW (approximately 263.1 billion RMB) [3] Group 3 - Overall, Samsung's first-quarter operating profit increased by 1.2% year-on-year to 6.7 trillion KRW (approximately 341.0 billion RMB), with revenue growing 10.1% year-on-year to 79.1 trillion KRW (approximately 402.6 billion RMB) [4] - For the second quarter, Samsung plans to accelerate the mass production of enhanced HBM3E 12H products to meet initial market demand and strengthen competitiveness through high-value-added businesses centered on high-density servers [4]