Where Did Samsung's Profit Increase From 1452%In The Second Quarter?

7moon5On the day, Samsung announced2024In the second quarter of the year's performance guidelines, it is expected that its business profit in the second quarter is about10.4V by trillion, a year -on -year increase1452.2%, Growing month -on -month57.3%, Far exceed the previous market forecast8.8Jian billion won; estimated revenue contract is74V by trillion, a year -on -year increase23.3%, Growing month -on -month2.89%EssenceThe complete Samsung's second quarter financial report is expected to be released at the end of this month.

Since this year, Samsung has ushered in a significant growth.2024In the first quarter of the year, revenue profit reached6.61Jie Billion won, compared to2023Growth in the fourth quarter of the year932.8%EssenceIf data in the second quarter of this year, such as Samsung forecast, its revenue profit increase year -on -year will reach amazing1452.2%。

Samsung's recent quarterly financial report data (unit: one trillion won)

Samsung's recent quarterly financial report data.png

Li Guoqiang, a senior semiconductor, believes that the main reason for Samsung's revenue profit in the second quarter is that the memory price of memory was at a trough last year.At that time, Samsung adopted the business strategy of keeping profit and revenue by controlling the capacity of production capacity.Now that the market demand has resumed, Samsung has increased the price of their storage products many times this year. The two jointly promoted Samsung's continuous increase in recent revenue profits.The data of Jibang Consultation shows，DRAMChip prices increased in the second quarter of this yearBe13%~18%，NAND FlashChip prices increaseBe15%~20%Essenceat the same time，AIupsurgerightHBMPrice promotion rolebrightOK.

According to Samsung2024The financial report in the first quarter of the year stated that the equipment solution department responsible for the memory and mobile application processor (DS Division) Revenue reaches23.14V by trillion, a year -on -year increase68%, Among them, storage business revenue17.49Epither won, the increase is as high as96%EssenceHowever,2024In the first quarter of the year, Samsung's overall revenue increase was only13%EssenceIn the revenue profitNoodles, equipment solution departments increased year -on -yearlong6.50Jian billion won, also higher than Samsung体5.97The growth of trillion won.This increase difference indicates the storage industryWorkIt is the recent growth point of Samsung, and Samsung's overall growth has been led to the loss of other businesses.Many institutions predict that the second quarter operating profit of the Samsung equipment solution department will reach4.6~5.1Emerged won, compared to the first quarter1.91Jie Yin won141%~167%growth of.

alsoIn the interview, the reporter learned that after the mobile phone de -inventory cycle was over, the mobile phone business also brought a lot of profits to Samsung.Samsung's mobile phone shipments are one of the main drivers of Samsung's electronic revenue.Li Guoqiang said.Market analysis machineConstructCanalysThe report shows，2024YearFirstIn the first quarter, Samsung's mobile phone shipment reached6000Thousands of them returned to the world's first place.

7moon5When the daily closing, Samsung Electronics per share87100Han Mono, increased2.96%The stock price is2021New high since the year.