The deficiency of semiconductors that is involving the hi-tech sector is not bad news for everyone.For Samsung, to date, it is synonymous with an increase in the price of the chips that has allowed it a leap of the operational profit of 28% in the third quarter of 2021.Concretely, the Korean giant estimates its quarterly profit for 15.8 trillion of Won (or just over 11.5 million euros).The results also come thanks to the sale of smartphone screens, in particular to Apple for its iPhone 13.
As Reuters points out, the Korean producer is recording his highest quarterly profit from Q3 2018.It is also a better result than expected.Also according to Reuters, the profit of the Samsung semiconductor operational division increased by almost 79% compared to last year, thanks to the increase in prices and shipments, in particular the memory chips.In addition, semiconductor sales represented half of Samsung's operational profit in the first half year 2021.
These excellent figures, however, deserve to be analyzed when Samsung will release its detailed results. Alcuni analisti, come Park Sung-soon, per Cape Investment & Securities, ritengono che “Il margine operativo dell’attività mobile avrebbe potuto essere inferiore alle aspettative del mercato, dovremo conoscere i costi di marketing e la distribuzione dei prodotti venduti”.
We also learn that the price of the memory chips should descend into the next quarter.One of the reasons for this drop could be the beginning of a drop in the demand for personal computer, induced by the improvement of the health environment on a global scale.Same momentum for the smartphone market, which could also undergo a drop in sales in the future.
Samsung could however compensate for these few disappointments with the introduction of its 3 Nm incision, scheduled for the beginning of 2022.The idea is, as always, to place itself as an alternative to TSMC to acquire new customers.