go to the gnb menu go to the content

ニュース

2023.07.26

Samsung Electro-Mechanics, 2023 Q2 Performance

▶Achieved revenue of KRW 2.2205 trillion and operating incomes of KRW 205 billion
▶Expecting a gradual recovery in demand for IT products such as MLCC and BGA, and driving expansion of supply for automotive and server products

 

On July 26, Samsung Electro-Mechanics announced that it posted revenue of KRW 2.2205 trillion and operating income of KRW 205 billion on a consolidated basis in the second quarter of 2023.

 

In the second quarter, revenue increased by KRW 198.7 billion (10%) and operating income increased by KRW 64.9 billion (46%) QoQ thanks to increased sales of MLCCs and semiconductor substrates for mobile devices (BGAs) and expansion of supply for automotive products such as camera modules and MLCCs for Chinese clients. Revenue decreased by KRW 235.1 billion (10%) and operating income decreased by KRW 155.1 billion (43%) YoY due to lower demand for IT.

 

In the second half of the year, demand recovery for some sets is expected to be delayed due to effects such as the global economic slowdown, but demand for related components is expected to increase due to the launch of new smartphone flagship models, reduction in inventory of key components, and continued growth in market demand for automotive products.

 

Samsung Electro-Mechanics plans to strengthen the foundation for mid-to-long-term growth by increasing the proportion of high-value-added products such as high-end MLCCs and high-end camera modules for flagship devices, as well as automotive and server products.

 

Quarterly Performances of Samsung Electro-Mechanics 

(Unit: KRW 100 million)


 

Performances and Forecasts for the Respective Business Units 

 

The Component Unit recorded Q2 revenue of KRW 1.0065 trillion, up 22% QoQ. Earnings improved QoQ thanks to the launch of new Chinese smartphone models and increased supply of automotive and industrial products.

 

In the third quarter, demand for MLCCs is expected to increase, driven by rising demand in the IT market and an expected expansion of the automotive product market. Samsung Electro-Mechanics plans to actively respond to market demand by increasing the rate of operation for small and high-capacity MLCCs for IT and expanding the supply of high-reliability automotive MLCCs.

 

The Optics & Communication Solution Unit posted revenue of KRW 776.6 billion, down 3% QoQ.Samsung Electro-Mechanics said that while the demand for flagship models of key clients decreased due to the seasonal off-season, the supply of high-resolution camera modules such as folded zoom and automotive camera modules for Chinese clients increased.

 

Although the overall smartphone market is expected to remain weak in the third quarter, Samsung Electro-Mechanics plans to expand the supply of high-end products according to the launch of new smartphone models by strategic clients and actively respond to the automotive market also.

 

The Package Solution Unit posted Q2 revenue of KRW 437.4 billion, up 10% QoQ, driven by the expansion of supply focused on high value-added products such as BGAs for mobile APs and ARM processors, and FCBGAs for servers and automotive products.

 

In the third quarter, Samsung Electro-Mechanics is expecting to expand its supply of BGAs in response to the release of new models by major smartphone clients. In addition, demand for FCBGAs for PC products is expected to remain weak, while demand for server and automotive products is expected to remain solid.

 

Earnings by each Business Unit of Samsung Electro-Mechanics 

(Unit: KRW 100 million)

関連記事

ニュースレターお申し込み
リスト
Online Museum TOP
ニュースレターを購読しますと、サムスン電機の最新ニュースをお届けします。

世界最高のトータル部品メーカであるサムスン電機の
生々しいニュースをお伝えします。

  • ニュースレターお申し込み用個人情報収集、ご利用同意 (広告・宣伝情報の受信に同意) 内容を見る

    1. Purpose of Collecting Personal Information

    Samsung Electro-Mechanics Co., Ltd. (hereinafter referred to as "SEM") collect your email information to deliver reports or news published by SEM, and the collected personal information will not be used for any purpose other than the specified purpose, and in the event of any change in the purpose of the collection, you will be notified in advance for your consent.

    2. Terms of Retention and Usage of Personal Information

    When you apply to unsubscribe from the newsletter, your personal data will be destroyed without delay. If the retention of the information is required by other laws, personal information for which the term of retention and use has expired may be retained without being destroyed.

    3. Personal Information We Collect
    • Item(s) : Email
    • Period of Retention : Until request of unsubscribe to newsletters
    • Purpose of Collection : To provide reports and news from Samsung Electro-Mechanics
    • Information Automatically Collected : IP(Internet Protocol), Cookies, Access log
    4. Matters Concerning the Consignment of Personal Information Processing

    The “sending of newsletters” is entrusted to and operated by an external professional company as shown below to perform the service. In accordance with related laws, such as the Personal Information Protection Act, the Company specifies in its agreement with the external service provider matters concerning the liabilities, such as the prohibition to use personal information for purposes other than those to perform the consigned service, technical and administrative protective measures, restrictions on re-consignment, management and supervision of the trustee, damages, etc., pursuant to related laws such as the Personal Information Protection Act, and SEM will notify you without delay in the event of any change in the details of the consignment or any change of the consignee.

    Matters Concerning the Consignment of Personal Information Processing
    Name of the Consignee Company The Uber Creative
    Representative Telephone Number +82-2-517-5133
    Consigned Work Sending out newsletters, operation and maintenance of the website

    ※ You have the right to refuse to consent to the collection and use of your personal data, and if you do not agree, you will not be able to receive the newsletter.

    I have read the above contents and agree to the collection and use of my personal information including consent to receive advertising information.

  • サムスン電機ニュースレターの受信に同意します。

ニュースレターお申し込み