三星半导体业务触底反弹？下半年将恢复芯片库存

Release time：2019-09-20
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source：与非网
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据韩联社报导，一份新出炉的产业报告显示，预计韩国科技巨头三星电子(Samsung Electronics)将持续在第三季座稳全球DRAM市场的龙头宝座。

 

根据市场研究机构IHS Markit的报告，三星电子Q3在全球DRAM市场的份额占比预计将达47%，此前在第一季与第二季分别为41%和43%。

 

DB Financial Investment的分析师Eo Gyu-jin表示，“三星的半导体业务预计将在今年第二季度触底，而随着芯片库存的降低，三星的营业利润将在第三和第四季度恢复。”

 

尽管全球需求疲软且主要产品价格下滑，不过三星电子今年在整体记忆体晶片市场持续表现突出。

 

对于三星的智能手机，分析师表示，中端手机Galaxy A系列将会有助于三星手机销量的复苏，该系列手机再东南亚和欧洲都广受欢迎。而Galaxy Fold则有助于推动三星高端智能手机的利润。

 

受到记忆体晶片价格持续走跌之影响，三星电子上半年营运获利大减57.9%，SK海力士骤降79.8%。三星电子预期下半年需求将逐步回升，但该公司仍担忧中美贸易战久拖未决与日本收紧出口管制对产业带来的不确定性


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