This Zhou Wu, samSung electron will publish data of guidance of financial first quarter outstanding achievement, because memory price drops, ability of gain of high-end mobile phone drops, foreground appears some are dim. Last week, samSung is unexpected issue warning, say quarterly outstanding achievement is likely short of market anticipates, because chip price drops, demand of indication face plate is insufficient.
Refinitiv SmartEstimate estimation, 1 to March, the operation profit of SamSung electron may have 6.9 trillion only Han Yuan (6.1 billion dollar) , than going up the 15.6 trillion Han of year of the corresponding period yuan reduce 50% even much.
Quan Chenglie of analyst of DB Financial Investment (Kwon Sung-ryul) think: "SamSung hair statement says outstanding achievement is likely short of anticipates, it sends such statement rarely, I am awaiting all the time after early-warning, want to look whether can outstanding achievement encounter concussion first quarter, the difficulty of SamSung may last to 2 quarters, drop till chip price speed puts delay. Drop till chip price speed puts delay..
Because smartphone sale is fatigued and weak, the business investment that serves as core with data center puts delay, global semiconductor industry is encountered cold, chip manufacturer suffers blow. Additional, chinese economy puts war of delay, trade, retreat Europe, these elements also consume electronic manufacturer to cheat a shadow to the whole world, depress profit.
SamSung is manufacturer of the world's biggest memory chip, mobile phone, screen, in the past in 12 months, the share price of SamSung electron has dropped 6% , hailishi is in adversary SK same time paragraph also drop 6% . The analyst thinks, because profit margin is higher, business of SamSung DRAM chip remains profitable machine, shine as to NAND put chip, because the price drops,may appear deficit.
DRAMeXchange thinks, this year first quarter, NAND shows the value that puts chip to drop 20% , this is dropped the most serious since the beginning of the year 2018 oneself; 2 quarters, although drop,speed can put delay, but the trend that continues to drop won't changeover.
End of this month in and month out, samSung will publish detailed and financial report. Business of indication screen face plate also is the profit source with main SamSung, because the product sales volume of the big client such as the apple is reduced, samSung package business gets complicity.
End a quarter December, battalion of malic big China closes to fall greatly 26% , because mobile phone market is atrophic,basically be, chinese adversary is attacked actively, add ascendant class cycle to lengthen. In Chinese market, samSung mobile phone behaves how terrible, the SamSung when the beginning of the year rolls out novice machine, include fold screen mobile telephone, the hope can persuade consumer to upgrade.
SamSung says mobile phone of new Galaxy admiral sells very well in China, china is the world's biggest smartphone market, samSung believes him can changeover situation.
The analyst thinks however, the production cost of mobile phone of SamSung new admiral is too high, although sell acting mobile phone is quickly before comparing, gain is hard still. Quan Chenglie says: "The sale is not bad, but before the profit framework of Galaxy is not compared better, because its cost is very high. " last week, china roll out P30 Pro of new admiral mobile phone to be in Paris, samSung Galaxy faces intense competition.
