Samsung is getting a record after another as to its economic activity It is concerned. Therefore, it seems that things are not going too badly for him in his movements in the market, we will see if the patent conviction does not reverse the situation, but it seems that will not be the case.
For now, what has been known is that the company that develops such successful devices as Galaxy S3 o Galaxy Note 2 In the mobility market, expect some results impressive for the last quarter of the year. Excellent news considering the current state of affairs. World economy. On machinery, as we have said, it seems perfectly oiled.
Quarterly Overview
Record figures
According to Samsung itself, it expects to obtain some operating profit of, nothing less, 7,28 one billion dollarsThis figure is the best the company has ever achieved in a quarter, so things seem to be going very well. This adds up all of Samsung's businesses, including the specific one of mobility (in which the phones and tablets).
Compared to the same quarter of the same year last year, in order to make an adequate assessment of the amount obtained is more than double and, if the same is done with the immediately preceding quarter, the improvement is evident since what Samsung obtained was 5,86 one billion dollars. Also sales are consolidated worldwide, since the figure that the company is estimated to achieve is 46 billion in Q3.
More concrete data is announced By the end of october, where they appear divided by departments, and at that time you can see how Samsung's mobility section has behaved. At the moment, what is more or less clear is that Samsung is in a very good time.
What drives the record: mobile, displays, and semiconductors
When analyzing the breakdown by areas, different sector reports show that the company reached a record net profit in the quarter of 6,56 trillion won (approx. 4.625 millones de euros), with a turnover around 52,18 trillion won (approx. 36.790 millones de euros). The mobile business was the main catalyst: the phone sales increased by about a 82% year-on-year to 26,25 trillion won, about half of the turnover, while the memory chips They retreated about a 5% and LCD televisions They yielded around a 0,5%.
The estimates also placed the operating profit quarterly in the orbit of the 8,1 trillion won and, translated into dollars, around 7.400 million, in line with the path of four consecutive quarters of maximums. The management recognized a complex environment due to macro uncertainties, but stressed that the execution of the business allowed to set new ceilings.
In units, the firm would have dispatched in the order of 56-58 million de smartphones in the quarter, with a cuota close to 31,3% according to analysis firms, driven by the traction of Galaxy S III (estimated between 18 and 20 million). As a market reference, Apple reported shipments of around 26,9 million of iPhone in the same period.
La profitability The group relied significantly on the mobile division, which came to contribute nearly 69% of the earnings with a profit of about 5,63 trillion wonAt the aggregate level, the EBITDA margin of the group was situated around 23%, five points above the year-on-year record, thanks to a spending containment more moderate than income growth.
En screens, the performance was equally solid: the unit reversed losses from the previous year and achieved a profit of approximately 767 millones de euros, supported by the demand of high-end panels and the pull of tablets. In semiconductors, the fall in prices in DRAM pressured margins (with a drop in profits of around 28% to 1,15 trillion won), partially offset by a market tighter en NAND flash. In addition, the activity of third-party components —including the provision of chips and displays to other manufacturers—acted as additional leverage.
Looking ahead, analysts warned that, after a string of records’s most emblematic landmarks, the for Growth could slow down as the market matures smartphones and the demand for TVs. Still, Samsung has multiple engines potentials (tablets, OLED and microprocessors) and a seasonality favorable in the last stretch of the year, in addition to a Galaxy catalog with great traction. The legal fronts for patents They are still present in different markets, but they have not prevented the company from maintaining its competitive edge and scale necessary to continue leading.
The picture drawn by all these figures is that of a group with a diversification enviable, capable of compensating for specific weaknesses in the memory with the strength of Units y screens, and with the ambition to continue beating historical marks quarter to quarter.
