Samsung Electronics' Q3 operating profit rebounds 삼성전자, 3분기 영업이익 반등

[김우정]

삼성전자의 3분기 영업이익이 반등했습니다.
3조원정도의 반도체부문손실에도 불구하고 스마트폰판매증가로 2.4조원의 영업이익이 예상됩니다.

반도체부문은 올해 약 14조원 손실후, 2024년에는 10조원 이상의 영업이익이 예상됩니다.

한 애널리스트는 삼성전자는 칩 생산 감축을 지속하고 시설투자를 줄일 의사를 표명해야 한다고 조언합니다.
 
Samsung Electronics' Q3 operating profit rebounds on solid phone sales
삼성전자의 3분기 영업이익이 휴대폰 판매 호조에 힘입어 반등

By Park Jae-hyuk 박재혁기자
Posted : 2023-10-11 15:37 Updated : 2023-10-11 16:38
Korea Times

Pedestrians walk by a Samsung Electronics' posters in Seoul, displaying ads for the company's foldable smartphones, Wednesday. Yonhap 삼성전자의 폴더블 스마트폰 광고를 내고 있는 서울 삼성전자의 포스터를 수요일 보행자들이 지나가고 있다. 연합

Q4 earnings forecast positive due to bright chip market outlook
칩 시장 전망 밝아서 4분기 실적 전망 긍정적

Samsung Electronics' latest profit figures announced on Wednesday heralded the beginning of an earnings recovery with third-quarter operating profit estimated at 2.4 trillion won ($1.8 billion), far exceeding a market consensus of 1.8 trillion won. The tech giant’s quarterly operating profit had remained below 1 trillion won throughout this year.
수요일에 발표된 삼성전자의 최신 이익수치는 3분기 영업이익이 2.4조원(18억 달러)으로 추정되어, 시장 평균 예상치인 1.8조원을 크게 상회하여 수익 회복의 시작을 알렸다. 이 테크 자이언트의 분기별 영업이익은 올해 내내 1조원 미만으로 남아 있었다.

Image Caption

Thanks to the optimistic outlook, its stock price also jumped 2.71 percent during Wednesday’s trade, closing at 68,200 won.
낙관적인 전망에 힘입어 삼성전자 주가는 수요일 거래 중 2.71% 상승하여 68,200원에 마감했다. 

Analysts attributed the earnings surprise to narrowed chip losses and strong performances by its mobile device and display divisions. Samsung has yet to disclose the specific earnings of each division. The company will release its final earnings figures on Oct. 31.
분석가들은 수익의 놀라운 부분은 반도체 손실이 축소되고 이동통신기기와 디스플레이 부문의 강력한 성적 때문이라고 평가했다. 삼성은 아직 각 부문의 구체적인 수익을 공개하지 않았다. 회사는 10월 31일에 최종 이익을 발표할 예정이다.

Announcing its earnings guidance, Samsung said third-quarter operating profit is expected at 2.4 trillion won, down 77.9 percent from the same period of 2022. Sales are estimated at 67 trillion won, down 12.7 percent year-on-year.
삼성은 수익전망을 발표하며 3분기 영업이익이 2.4조원으로 예상되며, 이는 2022년 동기 대비 77.9% 감소한 수치이다. 매출은 67조원으로 예상되며, 전년 대비 12.7% 감소했다.

However, third-quarter operating profit and revenues jumped 258.2 percent and an 11.7 percent quarter-on-quarter, respectively.
그러나 3분기 영업이익과 매출은 각각 전기 대비 258.2% 및 11.7% 증가했다.

Samsung’s smartphone and tablet shipments in the third quarter are estimated at 59 million and 5.9 million units, respectively, as the launch of new foldable smartphones in August significantly increased sales volume. The company also seems to have received large global orders for displays, as Samsung’s other major client, Apple, released the new iPhone last month.
3분기 삼성의 스마트폰 및 태블릿 출하량은 각각 5,900만 대와 590만 대로 예상되며, 8월에 새로운 폴더블 스마트폰을 출시하면서 판매량이 크게 증가했다. 또한 삼성의 주요 고객인 애플이 지난 달에 새 iPhone을 출시했기 때문에 디스플레이에 대한 대규모 글로벌 주문을 받은 것으로 보인다.

Securities analysts estimated Samsung’s mobile device division to have achieved a third-quarter operating profit of around 3.2 trillion and 2 trillion won by its display division.
증권회사 분석가들은 삼성의 이동통신기기 부문이 3분기 영업이익으로 약 3.2조원을 달성했을 것으로 예상하고 디스플레이 부문은 2조원을 기록했을 것으로 추정했다.

“The semiconductor division seems to have suffered around a 3 trillion won loss, which appears to have been offset by smartphone and display sales,” Hyundai Motor Securities analyst Roh Geun-chang said.
로근창 현대자동차증권의 애널리스트는 "반도체 부문은 약 3조원의 손실을 입은 것으로 보이며, 이는 스마트폰과 디스플레이 판매로 상쇄된 것으로 보인다"고 말했다.

Samsung’s loss from its semiconductor business is expected to narrow in the fourth quarter, due to rising memory chip prices and decreasing inventory volume, according to securities analysts.
증권 분석가들에 따르면, 메모리칩 가격상승과 재고량감소로 인해 4분기에는 삼성의 반도체 사업손실이 축소될 것으로 예상된다.

There is also a predominant view that the memory chip market has already bottomed out, which means Samsung Electronics will achieve an operating profit of over 3 trillion won in the fourth quarter. Some analysts expect the semiconductor division to achieve an operating profit of more than 10 trillion won in 2024 after suffering around 14 trillion won in annual losses this year.
또한 메모리칩 시장이 이미 저점을 찍은 것으로 보여 삼성전자는 4분기에 3조원 이상의 영업이익을 달성할 것으로 예상되고 있다. 일부 분석가들은 올해 약 14조원의 연간 손실을 겪은 후, 2024년에는 반도체 부문이 10조원 이상의 영업이익을 달성할 것으로 예상하고 있다.

“The direction of Samsung’s memory chip business depends on its plan that will be announced at a conference call later this month,” Meritz Securities analyst Kim Sun-woo said. “Amid expectations of a demand recovery, Samsung needs to express its intention to continue chip production cuts and reduce facility investments.”
"삼성의 메모리칩 사업의 방향은 이번 달 후반에 발표될 계획에 달려 있다"며 김선우 메리츠증권 애널리스트는 말했다. "수요회복 기대 속에서 삼성은 칩 생산 감축을 지속하고 시설투자를 줄일 의사를 표명해야 한다."

#Operatingprofit영업이익 #Earningsrecovery수익회복 #Marketconsensus시장평균예상치 #Chiplosses반도체손실 #Mobiledevicedivision이동통신기기부문 #Displaydivision디스플레이부문 #Semiconductordivision반도체부문 #Memorychipprices메모리칩가격 #Inventoryvolume재고량 #Demandrecovery수요 회복