智通财经APP获悉，韩国 SK 海力士公司的一位高管在接受采访时表示，用于人工智能的特殊形式存储 芯片的市场预计将在未来 10 年内以每年 30%的速度增长，直至 2030 年。对于用于人工智能领域的高 带宽存储器(HBM)芯片的全球增长预期持乐观态度，这无视了该领域价格压力不断上升的问题。而长期 以来，这一领域一直被视作与石油或煤炭等大宗商品类似的原商品类别。 SK 海力士公司 HBM 业务规划负责人Choi Joon-yong表示："终端用户对人工智能的需求非常明确且强 烈。" Choi表示，像亚马逊、微软以及谷歌母公司 Alphabet 这样的云计算公司所预计的数十亿美元的 AI 投资 支出在未来很可能会被上调，这将对 HBM 市场产生"积极"影响。 Choi表示，人工智能设备的安装数量与海力士存储器的采购量之间的关系"非常简单明了"，两者之间存 在关联。他说，SK 海力士的预测较为保守，其中还包含了诸如可用能源等限制因素。 早在7月24日，SK海力士的财报电话会议重点就已关注了该公司HBM市场的前景。SK海力士以"未来 HBM需求毋庸置疑"的口吻，打消了市场担忧。该公司解释道，随着AI模型从主要训练向 ...

Core Viewpoint - Samsung Electronics reported a significant decline in Q2 performance, with operating profit dropping 55.8% year-on-year to 4.7 trillion KRW, primarily due to a 94% plunge in chip business profits, which fell to 400 billion KRW from 6.5 trillion KRW in the same period last year [1][6]. Financial Performance Summary - Q2 2024 sales reached 74.1 trillion KRW, a 1% increase year-on-year [4]. - Operating profit was 4.7 trillion KRW, down from 10.4 trillion KRW in the same quarter last year, marking a 55.8% decline [4]. - Net profit margin decreased to 6.9%, with gross margin falling from 40.2% to 34.2% [4]. - Return on Equity (ROE) dropped from 11% to 5%, and EBITDA margin fell to 20% [2][4]. Chip Business Challenges - The chip business faced severe setbacks, with operating profit in the Device Solutions (DS) segment plummeting 93.8% to 400 billion KRW [6]. - Revenue from the chip business decreased from 28.56 trillion KRW to 27.9 trillion KRW year-on-year [6]. - Samsung is experiencing intense competition in the storage chip market, particularly from SK Hynix, which has caught up in revenue and is leading in high-bandwidth memory (HBM) chips [6]. Mobile Business Performance - In contrast to the chip business, Samsung's mobile division showed strong performance, with operating profit rising 39% to 3.1 trillion KRW [8]. - The mobile segment's revenue reached 29.2 trillion KRW, up from 27.38 trillion KRW year-on-year, driven by strong sales of the Galaxy S25 and Galaxy A series smartphones [8]. - Samsung maintained a 19% market share in the global smartphone market by volume, largely due to the success of the Galaxy A series [8]. Future Outlook - The company anticipates a rebound in performance in the second half of the year, driven by recovery in the IT sector due to AI and robotics [6]. - Despite challenges, Samsung's foundry business is expected to improve, aided by a significant contract with Tesla for AI chip production [7]. - The overall smartphone demand is projected to slightly contract due to inflation and tariff concerns, but the high-end market is expected to see moderate growth [9].