HBM3e 12hi
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三星利润面临连续三季度下滑!
国芯网· 2025-03-31 13:10
Group 1 - The core viewpoint of the article highlights the declining operating profit forecast for Samsung Electronics, predicting a drop of 27.8% year-on-year and 26.6% quarter-on-quarter for Q1 2025, amounting to 4.7 trillion KRW (approximately 3.2 billion USD) [1] - The decline in Samsung's operating profit is attributed to the full capacity production of Chinese DRAM manufacturers, leading to a significant drop in traditional DRAM prices, which severely impacts Samsung as a major supplier [1] - Samsung's operating profit is expected to decrease from 10.4 trillion KRW in Q2 2024 to 9.2 trillion KRW in Q3 2024, and further down to 6.5 trillion KRW in Q4 2024 [1] Group 2 - According to TrendForce's latest survey, the decline in traditional DRAM prices is expected to narrow to between 0% and 5% in Q2 2025 due to the destocking of downstream customers [1] - When including HBM (High Bandwidth Memory) in the calculations, the average price is projected to increase by 3% to 8% quarter-on-quarter, benefiting from the gradual ramp-up of HBM3e 12hi [2]