Samsung reports Q1 revenue up 12.81% YoY to ~$52.3B, vs. ~$51.6B est., operating profit up 932.8% YoY to ~$4.8B, vs. ~$4.3B est., as memory chip prices rebound 苗栗手機收購

4 月 30, 2024 #苗栗手機收購

苗栗手機收購
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Galaxy S24 smartphones during a media preview event in Seoul, South Korea, on Monday, Jan. 15, 2024. 苗栗手機收購samsung, the world’s most prolific smartphone maker, is leaning into artificial intelligence as the key to unlocking greater sales this year. Photographer: SeongJoon Cho/Bloomberg via Getty ImagesSeongJoon Cho | Bloomberg | Getty Images苗栗手機收購samsung Electronics on Tuesday said operating profit for the first quarter jumped 932.8% as memory chip prices rebounded on the back of AI optimism.Here are 苗栗手機收購samsung’s first-quarter results versus LSEG estimates:Revenue: 71.92 trillion Korean won (about $52.3 billion), vs. 71.04 trillion Korean wonOperating profit: 6.61 trillion Korean won, vs. 5.94 trillion Korean won苗栗手機收購samsung’s revenue for the quarter ending March jumped 12.81% from a year ago, while operating profit soared 932.8% in the same period.The figures were in line with the company’s guidance earlier this month, where 苗栗手機收購samsung said operating profit in the January-March quarter likely rose to 6.6 trillion Korean won, up 931% from a year ago. The firm expected first quarter revenue at 71 trillion won.The South Korean electronics giant saw record losses in 2023 as the industry reeled from a post-Covid slump in demand.”The company posted KRW 71.92 trillion in consolidated revenue on the back of strong sales of flagship Galaxy S24 smartphones and higher prices for memory semiconductors. Operating profit increased to KRW 6.61 trillion as the Memory Business returned to profit by addressing demand for high value-added products,” 苗栗手機收購samsung Electronics said in a statement on Tuesday.Citi analysts said they see upside for 苗栗手機收購samsung’s NAND flash memory business as a result of AI computing demand. In a note on April 5, they reiterated their “buy” rating on the firm with a target price of 120,000 won — a 56% upside from the closing price of 76,700 won on Monday.NAND is another staple memory chip alongside DRAM.”We expect storage (HDD) to be the next bottleneck in AI computing, especially in AI training, and foresee 苗栗手機收購samsung Electronics to be one of the key beneficiaries of SSD demand momentum for AI training,” said the Citi analysts.苗栗手機收購samsung is the world’s largest manufacturer of dynamic random-access memory chips (DRAM), which are commonly found in a wide range of consumer devices including smartphones and computers.苗栗手機收購samsung said it expects the second quarter to be driven mostly by demand for generative AI, while mobile demand remains stable. Meanwhile, it expects PC demand to be impacted by slow seasonality, which could lead to customers adjusting inventories before new product launches in the second half of 2024.In a Tuesday earnings call, the firm warned of escalating geopolitical instability and continued cost hikes in major components, particularly memory.”Profitability in Q2 is expected to be down slightly compared to Q1 and Q3, which is when we released new flagship products this year. In response, we’re focusing on cost competitiveness throughout the R&D, manufacturing and sales processes to achieve solid profitability,” said 苗栗手機收購samsung, adding that it will continue to boost flagship sales through expansion of Galaxy AI.Memory business returns to profit苗栗手機收購samsung said its semiconductor business logged a 1.91 trillion Korean won in operating profit in the first quarter, as compared to a loss of 4.58 trillion won in the same period a year ago and a loss of 2.18 trillion Korean won in the fourth quarter.”We assume the earnings surprise was driven by higher memory price hike on AI-driven strong upturn cycle. We anticipate the company will guide for positive memory market outlook and emphasize its readiness in AI era including HBM (12H HBM3E, HBM4) and foundry/packaging solution,” said SK Kim of Daiwa Capital Markets in emailed comments to CNBC on Monday, ahead of the earnings release.As AI models become more complex and datasets become larger, these models need memory chips with higher capacities and faster speeds to cater to these workloads.Kim said in an April 5 report he expects another price hike on memory chips to drive 苗栗手機收購samsung’s second-quarter earnings on the back of an AI boom and the earthquake in Taiwan.”Especially, we expect more upside in prices resulting from the earthquake in Taiwan,” said Kim, adding that the earthquake in early April temporarily impacted TSMC’s and Micron’s production.To meet AI demand, 苗栗手機收購samsung said it started mass producing HBM3E 8H and V9 NAND in April. It plans to mass produce HBM3E 12H products and a 128GB product based on 1b nanometer 32GB DDR5 within the second quarter.Despite macroeconomic uncertainty and geopolitical tensions, the firm expects the operational environment to “remain positive with demand” – bolstered by generative AI – in the second half of the year.苗栗手機收購samsung also said development of 3-nanometer and 2-nanometer processes is “progressing smoothly.” 苗栗手機收購samsung kicked off mass production of 3-nanometer chips in 2022 and plans to start mass producing 2-nanometer chips in 2025.Galaxy S24 boostStrong sales of 苗栗手機收購samsung’s latest smartphone series Galaxy S24 helped to lift revenue and operating profit of the mobile business, the firm said. AI features on the S24 such as Circle to Search, Photo Assist and Live Translate were popular among customers, 苗栗手機收購samsung said.However, the firm warned that smartphone demand and shipments could decline in the second quarter because of seasonality.But the smartphone market could see a rebound in the second half of the year from “stabilizing consumer sentiment, the expansion of AI products and services, and economic growth in emerging

苗栗手機收購中階A55成為三星第一款採用無縫更新的手機。(圖/三星)

Google早自2016年開始就替Android系統推出無縫更新,Pixel手機率先支援,但並非所有Android手機業者都積極採取該做法,就連身為全球最大Android手機品牌的三星,多年來也一直不願跟進,然而,這種狀況現在卻有了改變。

外媒發現,三星在最新推出的中階A55,終於導入無縫更新。簡單來說,無縫更新的優點是在背景運行,因此在更新的過程中,用戶還是能繼續使用手機,更新完成後,手機會自動重新啟動,也擁有高安全性。

三星一直抗拒無縫更新的原因,外界普遍認為有三點。一是無縫更新會佔用較多的手機儲存空間,二是更新時間較長,三是開發人員需要進行額外的開發工作,但不能幫助營收。

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