Samsung makes strong comeback in Q1 earnings 삼성, 1분기 실적 931% 증가로 강한 반등

[김우정]

삼성전자가 1분기에 전년동기대비 931% 증가한 6조 6,000억원의 영업이익을 기록할 것으로 보입니다.

메모리 반도체 생산이 줄고 반도체가격이 예상보다 강하게 오른 영향으로 보입니다.
AI 기능을 탑재한  갤럭시S24 시리즈가 잘 팔려서 스마트폰 사업도  4조원의 영업이익을 낸 것으로 추정됩니다.
하반기에는 HBM 물량과 기존제품 수요가 증가하면서 증가속도가 예상보다 가파를 것으로 예상됩니다.

 
Samsung makes strong comeback with 931% increase in Q1 earnings
삼성, 1분기 실적 931% 증가로 강한 반등

By Baek Byung-yeul 백병열 기자
Posted : 2024-04-05 15:41 Updated : 2024-04-05 19:57
Korea Times

Samsung Electronics' chip-making plant in Pyeongtaek, Gyeonggi Province / Courtesy of Samsung Electronics 삼성전자 경기도 평택 반도체 공장 / 삼성전자 제공

Samsung Electronics emerges from a prolonged slump with a first quarter operating profit of 6.6 trillion won ($4.88 billion), surpassing market expectations, driven by chip market recovery and strong sales of AI-powered smartphones, according to the company and analysts, Friday.
삼성전자가 반도체 시장 회복과 인공지능(AI) 탑재 스마트폰 판매 호조에 힘입어 시장 예상을 뛰어넘는 6조6,000억원의 1분기 영업이익을 내며 장기 침체에서 벗어났다고 금요일 삼성전자와 애널리스트들이 밝혔다.

Samsung’s operating profit of 6.6 trillion won, announced in its preliminary earnings report on Friday, shows an increase of 931.25 percent compared to the same period in 2023. The company also reported sales of 71 trillion won, up 11.37 percent year-on-year.
2일 삼성전자가 잠정 실적 발표를 통해 밝힌 영업이익 6조6000억 원은 2023년 같은 기간보다 931.25% 증가한 수치다. 매출액도 71조 원으로 지난해 같은 기간보다 11.37% 늘었다.

While Samsung did not disclose detailed performance by business unit, industry experts estimate that the semiconductor business generated an operating profit of over 1.2 trillion won, marking a turnaround after five consecutive quarters of losses. This is attributed to the reduction in memory semiconductor production and the stronger-than-expected rise in chip prices.
삼성이 구체적인 사업부별 실적을 공개하지 않은 가운데 업계에서는 반도체 사업이 5분기 연속 적자를 기록하며 1조2,000억원이 넘는 영업이익을 낸 것으로 추정하고 있다. 메모리 반도체 생산이 줄고 칩 가격이 예상보다 강하게 오른 영향으로 풀이된다.

In particular, sales of high-priced chips such as DDR5 DRAM and high-bandwidth memory (HBM) chips significantly increased, and NAND Flash memory semiconductors also saw an increase in prices, leading to improved profitability, they estimated.
특히 DDR5 D램과 고대역폭 메모리(HBM) 칩 등 고가 칩 판매가 크게 늘었고 낸드플래시 메모리 반도체도 가격이 상승해 수익성 개선을 이끌었다고 이들은 추정했다.

"In the first quarter, DRAM and NAND flash prices are expected to rise by 15 percent and 27 percent, respectively. Foundry, which confirmed the bottom of the operating rate in the first quarter, is expected to reduce the scale of the deficit by 30 percent compared to the previous quarter," Kim Dong-won, a researcher at KB Securities, said.
김동원 KB증권 연구원은 "1분기 D램과 낸드플래시 가격은 각각 15%, 27% 상승할 것으로 예상된다며 1분기 가동률 바닥을 확인한 파운드리는 적자 규모를 전분기 대비 30% 줄일 것으로 예상된다,"고 설명했다.

The smartphone business is estimated to have generated close to 4 trillion won in operating profit, with the Galaxy S24 series selling well in the market with AI features and estimated shipments of around 60 million in the first quarter. The display business, on the other hand, is expected to see a decline in sales due to a decrease in shipments to its main customer Apple and reduced demand for smartphone OLED panels.
스마트폰 사업은 갤럭시S24 시리즈가 AI 기능을 탑재해 시장에서 잘 팔리고 1분기 출하량은 6,000만대 수준으로 추정되는 등 4조원에 가까운 영업이익을 낸 것으로 추정된다. 반면 디스플레이 사업은 주 고객인 애플에 대한 출하량 감소와 스마트폰 OLED 패널 수요 감소로 매출 감소가 예상된다.

Samsung is expected to keep riding on the upward trend in the following quarters this year, with increasing sales of DRAM memory chips for servers as U.S.-based big tech companies are resuming data center investments. AI memory chip HBM3E is also expected to be supplied in the second half of the year.
삼성은 올해 미국에 본사를 둔 빅테크 기업들이 데이터센터 투자를 재개하면서 서버용 D램 메모리 칩 판매가 증가하는 등 향후 분기에도 상승세를 이어갈 것으로 전망된다. 하반기에는 AI 메모리 칩 HBM3E도 공급될 것으로 보인다.

"The pace of earnings estimates is expected to be steeper than expected in the second half of the year, as HBM supplies and the demand for legacy products increase," Shin Seok-hwan, a researcher at Daishin Securities, said. "It is expected to start supplying HBM3E to NVIDIA from the second half of the year."
신석환 대신증권 연구원은 "하반기에는 HBM 물량과 레거시 제품 수요가 증가하면서 실적 추정 속도가 예상보다 가파를 것으로 예상된다"며 "하반기부터는 엔비디아에 HBM3E 공급을 시작할 것으로 예상된다."고 말했다.

The positive future prospects from the industry analysts is in line with the company’s view as Samsung’s chip CEO Kyung Kye-hyun told shareholders during the annual meeting last month that "semiconductors have turned a profit since January and we will be able to see the business getting back on track."
업계 분석가들의 긍정적인 미래 전망은 지난달 경계현 삼성전자 반도체부문 사장이 연례회의에서 주주들에게 "1월 이후 반도체가 이익으로 돌아섰고 사업이 정상 궤도에 오르는 것을 볼 수 있을 것."이라고 밝힌 것과 맥을 같이한다.

Samsung will give its official earnings of the first quarter and more details about business performance by division on April 30.
삼성전자는 4월30일 1분기(1~3월) 공식 실적과 사업부별 영업실적에 대한 구체적인 내용을 발표할 예정이다.

#Operatingprofit영업이익 #Semiconductor반도체 #Sales매출액 #Smartphone스마트폰 #AI(ArtificialIntelligence)인공지능 #DRAM(DynamicRandomAccessMemory)D램 #NANDFlash낸드플래시 #Foundry파운드리(반도체생산업체) #OLED(OrganicLight-EmittingDiode)(유기발광다이오드) #Datacenter데이터센터