The current global memory chip market is not optimistic, and many institutions have predicted that the prices of NAND flash memory and DRAM will fall by more than 10% in the third quarter due to the decline in demand.
The decline in memory chip prices means that the performance of memory chip manufacturers will be affected. South Korean media said in the report that analysts expect Samsung Electronics and SK Hynix, two major memory chip manufacturers, to have profit prospects in the third quarter. dim.
Korean media reports show that many analysts expect Samsung Electronics’ operating profit in the third quarter to be 12.8 trillion won, equivalent to about 9 billion U.S. dollars, down 18.6% year-on-year; SK Hynix’s operating profit in the third quarter is expected to be 2.59 trillion won. , a year-on-year decline of 37.8%.
Although Samsung Electronics has a wide range of businesses, covering smartphones, panels, and many other businesses, the device solutions sector where memory chips are located has always been their main source of profit. In the second quarter of this year, Samsung Electronics' overall operating profit was 14.1 trillion won, of which the device solutions segment contributed 9.98 trillion won. The revenue and profit of the memory chip business will directly affect the overall revenue and profit of Samsung Electronics.
Judging from foreign media reports, Samsung Electronics and SK Hynix, two major memory chip manufacturers, are currently facing the pressure of a double decline in shipments and average prices. On the DRAM side, analysts expect Samsung's shipments to decline 3% and average selling prices to decline by 17%.
In addition to the third quarter, the situation of memory chip manufacturers in the fourth quarter of this year is not expected to be optimistic. Last week, some research institutes predicted that the price of DRAM is expected to fall by 13%-18% in the fourth quarter, which will expand from the estimated 10%-15% in the third quarter.
0 Comments