Samsung Kombi Thread - 500 Beiträge pro Seite (Seite 3)

[camaro77]

STC, in collaboration with Google, Samsung, solely introduces Google Galaxy Nexus in Middle March

During 2012 Mobile World Congress in Barcelona, STC announced that it will solely introduce the device of Samsung Galaxy Nexus, the first device powered by Android 4.0 (Ice Cream Sandwich) in the Kingdom, in pursuance of its strategic partnership with both world giants Google and Samsung. STC will provide customers with suitable device price and several service package options with monthly fees.

The device is the first in the world to feature Android 4.0 system, known as Ice Cream Sandwich. As a successor of Nexus series which have proven amazing success around the world, Galaxy Nexus features 4.65" HD Super AMOLED display, 5 MP high-resolution camera, and 135g light-weight.

Succeeding the original Contour Display of Nexus S, GALAXY Nexus comes with a rounded shape that fits perfectly within your palm or to your face for phone calling.

On the occasion, Eng. Nawaf bin Saad Al-Shalani, the General Manager of Corporate Communications at STC Group commented by asserting that STC is sole and unique provider of the fabulous state-of-the-art services as well as products, which use the world-class up-to-date technologies, because it enjoys the most solid and expanded networking infrastructure, in addition to being the most advanced in the region, he said, adding that STC is adopting ambitious programs to keep abreast with the tremendous breakthroughs witnessed in the sector of communications and information technology.

Moreover, STC entertains ambitious programs to stay abreast with the fabulous progress witnessed by the world, in the sector of communications and information technology.

"We are pleased to deliver the best Android smartphone experience for customers with GALAXY Nexus. We will continue to move forward with STC to provide the compelling consumer mobile experience in the Kingdom," J.C. Park, Vice President at Samsung KSA.

It worth mention, that STC is a strategic partner to world Google, focused on experience exchange in order to serve their bilateral mutual interests, through providing customers with the best and most advanced technologies and services, to consolidate STC leadership in the domestic market.

Furthermore, this partnership helps STC to be ahead of all, always, in putting on the market amazing offerings and smartphones, taking into consideration the increasing demand on Internet-related services of broadband, through the coverage of main cities and regions with 3G network Kingdom wide, in addition to launching the most advanced LTE 4G, for the first time in the Middle

http://www.ameinfo.com/291734.html

[delle002]

Samsung heute mit ATH

Ole ole ole

http://www.finanzen.net/nachricht/aktien/iPhone-in-China-kei…

[camaro77]

Antwort auf Beitrag Nr.: 42.891.647 von delle002 am 13.03.12 08:45:15

Ich habe auch grosse Augen gemacht

[Rainer944]

Hallo,

wenn man den Jahreschart von Samsung (+ 130 %) und Apple (+ 190 %) miteinander vergleicht, gibt es für Samsung noch Potential von + 46 % und damit viel Luft nach oben. Bei einem angenommenen Gleichklang zwischen beiden Aktien wird die Samsung in Kürze die 300 € - Marke überspringen.

[Betterway]

Antwort auf Beitrag Nr.: 42.921.288 von Rainer944 am 19.03.12 08:53:56

Ich denke, Samsung hat durch sein enormes Wachstumspotential, sein unglaubliches Knowhow noch gigantische Wachstumschancen!! Fühl mich hier wohler als in Appl. Meine Tochte bekommt jetzt ein Gasaxy Phone, danach kommt Papa ;-) Gruß B.

[Betterway]

Werde diese Woche ein Samsung Galaxy SII für mich und ein Samsung Galaxy S plus für meine Tochter kaufen, find ich im Paket super günstig. Scheiß auf Apple !! Gruß B.

[Betterway]

Geil !!! Scheiße, hab zu wenig Kohle, würde gern nachkaufen !!

[Videomart]

Samsung invests $7bn to build memory chip factory in China

PanARMENIAN.Net | April 3, 2012 - 15:04 AMT
http://www.panarmenian.net/eng/news/101494/

[entombed1966]

http://www.finanznachrichten.de/nachrichten-aktien/samsung-e…

Fein, fein.

btw: ich finde keine moderat gehebelten (bis ca. 5) Calls/Zertis auf Samsung. Das kann doch eigentlich nicht sein?! Ich habe weder auf Onvista noch auf finanzen.net was gefunden). Ich bin seit ca. Mitte Feb. in Samsung investiert (mit "normalen" Aktien), würde aufgrund der guten Aussichten aber ein Scheinchen wagen.

[Betterway]

Hab's mal eingestellt, gut zu lesen, Gruß B.
Von heute:
martphones und Tablet-PC bescheren Samsung Electronics einen Rekordgewinn. Mehr als fünf Milliarden Dollar erwirtschaftete das Unternehmen allein im ersten Quartal - und folgt mit seiner Strategie offenbar dem Bespiel Apple.
Info

Dem Elektronikkonzern Samsung Electronics geht es blendend. In einer am Freitag veröffentlichten Vorabmeldung berichtet das südkoreanische Unternehmen einen Rekordgewinn von 5,15 Milliarden Dollar (3,94 Milliarden Euro) und übertrifft damit deutlich die Erwartungen. Der Umsatz lag bei knapp 40 Milliarden Dollar. Garant des Erfolgs dürfte das boomende Geschäft mit Smartphones und Tablets sein.

ANZEIGE
Mit dem Rekordergebnis heftet sich Samsung an die Fersen des US-Erfolgskonzerns Apple. Nach Schätzungen von Analysten dürfte Samsung im vergangenen Quartal rund 44 Millionen Smartphones verkauft haben. Das wäre fast eine Viertel mehr als im traditionellen, besonders umsatzstarken Weihnachtsquartal. Vor allem die Erfolgsmodelle Galaxy S II und Galaxy Nexus dürften sich gut verkauft haben.

Von dem Geschäftsergebnis überraschte Experten schlossen aus dem hohen Gewinn auch auf einen Verkaufserfolg des Galaxy Note, eines Mitteldings aus Smartphone und Tablet, auf dessen Bildschirm man per Stift Notizen machen oder Zeichnungen anfertigen kann. Ende März gab Samsung bekannt, seit der Markteinführung im Oktober 2011 fünf Millionen Exemplare des Zwitter-Geräts verkauft zu haben. In diesen Tagen soll das Gerät in einer Version mit integriertem LTE-Datenfunk auf den japanischen Markt kommen.

"Die Abverkaufszahlen des Galaxy Note scheinen sich sehr positiv auf die Quartalszahlen ausgewirkt zu haben", sagt Analayst Lee Ka-keun. Zudem glaubt er, dass die Verkaufszahlen des Note im zweiten Quartal noch weiter anziehen und die Smartphone-Profite steigen werden. Die hohen Marketingausgaben, die Samsung aufgrund seines Engagements als Sponsor der Olympischen Spiele in diesem Jahr in London ins Haus stehen, würden dadurch mehr als ausgeglichen.

Mehr Marge

Experten gehen davon aus, dass ein weiterer Grund für das gute Betriebsergebnis in einer auf 20 Prozent gestiegenen Marge des Konzerns bei Smartphones zu finden sei. Damit würde Samsung dem Vorbild seines Hauptkonkurrenten Apple folgen, der seine enormen Erlöse auch durch Gewinnmargen erzielt, die teils weit über dem Branchendurchschnitt liegen. Für das Jahresendquartal 2011 (für Apple das erste Quartal des Geschäftsjahres 2012) meldete der US-Konzern einen Rekordgewinn von 13,06 Milliarden Dollar bei 46,33 Milliarden Dollar Umsatz.

ANZEIGE
Und auch beim Börsenwert hat das koreanische Unternehmen noch einiges aufzuholen, um an Apple heran zu kommen. Zwar ist Samsung mit 191 Milliarden Dollar der wertvollste Technologiekonzern Asiens, liegt damit aber noch weit hinter den rund 582 Milliarden Dollar, mit denen Apple derzeit bewertet wird.

Vor diversen Gerichten weltweit liefern sich die Konzerne derzeit einen Kampf um Patente und Geschmacksmuster. Mit einer wahren Flut an Klagen und Gegenklagen treten die Rechtsabteilungen der Unternehmen bei dem Versuch an, einander der Verkauf ihrer jeweiligen Top-Geräte in verschiedenen Märkten untersagen zu lassen, weil sie, nach jeweiliger Sichtweise, mal angeblich technische Patenten verletzen, mal den Konkurrenzmodellen zu ähnlich sehen.

Und doch sind Samsung und Apple wirtschaftlich eng aneinander gebunden. Der US-Konzern ist der größte Einzelabnehmer elektronischer Bauteile aus Samsung-Fertigung, kauft Prozessoren für iPhone und iPad, Speicherchips und angeblich sogar das Retina-Display des neuen iPad bei dem koreanischen Konzern ein - und trägt damit mit einer Milliardensumme zum Samsung-Umsatz bei.

mak/Reuters

[Betterway]

na das nenn ich doch mal nen Anstieg ! Ich denke, sie wird - gegenüber Appl noch richtig schön aufholen. So mögen wir das ! Gruß b.

[delle002]

Der Smartphone-Boom sorgt für klingelnde Kassen bei Samsung. Der Apple-Konkurrent hat dank seiner Galaxy-Reihe den höchsten Gewinn in der Konzerngeschichte eingefahren und ist nun weltgrößter Handyhersteller.

Im ersten Quartal 2012 stieg der Überschuss auf 5,05 Billionen Won (etwa 3,4 Mrd Euro), nach 2,78 Billionen Won im Jahr davor, wie der Weltmarktführer bei Speicherchips und LCD-Fernsehern am Freitag mitteilte. Samsung war bisher die Nummer zwei im Handy-Markt.
Der operative Gewinn verdoppelte sich im Jahresvergleich nahezu und kletterte auf ein Allzeithoch von 5,85 Billionen Won. Der Umsatz legte konzernweit um 22 Prozent auf knapp 45,3 Billionen Won (30,3 Mrd Euro) zu. Samsung erwarte mit Vorsicht, dass der Ergebnisschwung sich fortsetzen werde, wurde der Vizevorsitzende des Konzerns, Robert Yi, zitiert.
Samsung profitierte in den vergangenen Monaten vor allem von der starken Nachfrage nach Smartphones der Galaxy-Reihe sowie steigenden Verkaufszahlen beim Galaxy Note, wobei es sich um ein Mischprodukt aus Smartphone und Tablet-Computer handelt.

Die Stärke im Smartphone-Markt verdeckte zugleich die Schwächen im Chip-Geschäft, das von sinkenden Preisen und Überkapazitäten belastet ist. Der operative Gewinn der Halbleitersparte betrug den Angaben zufolge im ersten Quartal mit 760 Milliarden Won weniger als die Hälfte des Gewinns im gleichen Vorjahreszeitraum. Der Umsatz fiel um 13 Prozent auf knapp 8 Billionen Won.
Die Resarch-Firma Strategy Analytics kommt zudem zu dem Ergebnis, dass der koreanische Konzern den angeschlagenen finnischen Konzern Nokia als größten Handyhersteller der Welt vom Thron gestoßen hat. Der größte Konkurrent Apple wurde bei Smartphones wieder ausgestochen.
SEOUL (dpa-AFX)

[Elvis123]

Oha...dickes Minus...offenbar hat das Galaxy S3 nicht überzeugt...

[thomtrader]

Zitat von camaro77: Auf Grund der koreanischen Börsenbestimmungen, dürfen Ausländer nur eine bestimmten Prozentsatz per share an einer Company halten. Deshalb, gibts die 05935 die quasi Stammaktie.
Dann gibts die 05930.KS die "Vorzugsaktie" also Ausländeraktie mit eingeschränktem Stimmrecht. Diese ist auch das Underlying für die GDR Aktie 881823 Bezugsverhältnis 2:1.

Das ist fast alles falsch.
005930.KS ist die Stammaktie. Wenn der Ticker bei einer koreanischen Aktie mit der Ziffer 0 endet ist es immer die Stammaktie. Endet der Ticker mit der Ziffer 5 ist es immer eine Vorzugsaktie. Endet der Ticker mit einer anderen Ziffer ist es auch eine Vorzugsaktie(in seltenen Fällen sind mehrere verschiedene Vorzugsaktienarten ausgegeben worden, die sich um Nuancen unterscheiden).

Die WKN 881823 ist der GDR auf eine halbe Vorzugsaktie.

Um mit 881823 Gewinne oder Verluste zu erzielen, ist dieses Wissen aber nicht unbeding notwendig.

[delle002]

In den Niederlanden hat ein Gericht Apple zu Schadensersatz an Samsung verurteilt. iPhone und iPad von Apple verletzen demnach einige Patente von Samsung. Die Zahlung soll von der Anzahl der verkauften iPhones in den Niederlanden abhängig gemacht werden.

[Honigfee]

Ist das wohl der Grund für die Verluste?

Heute wieder knapp 5 %. Dabei laufen die Verkäufe ja eigentlich super...

Oder gibt es da noch etwas anderes?

[Elvis123]

Weil Samsung Zahlungen von Apple erhält soll der Kurs absacken? Das ergibt keinen Sinn
Eher das hier:
http://www.wallstreet-online.de/nachricht/4949509-quartalsza…

[Elvis123]

Sorry...nun zum Klicken:

http://www.wallstreet-online.de/nachricht/4949509-quartalsza…

[delle002]

Steht nichts drin, aber sonst liest man ja nix von
unseren Samjungs

http://www.finanzen.net/nachricht/aktien/Spezialwerte-Tipp-S…

[entombed1966]

http://www.n-tv.de/technik/Samsung-S3-bricht-Rekorde-article…

Gut so.

[kstyle]

Kommen heut nicht die q2 zahlen? Würde gerne nen long wagen finde aber nichtwirklicj was ?

[entombed1966]

Ich habe auch schon mehrfach was gesucht - es gibt offensichtlich keine Zertifikate. Für mich absolut unverständlich, für viele "Pummesboden" gibt's Scheine - aber für einen Weltkonzern nicht?!

[R-BgO]

Antwort auf Beitrag Nr.: 43.429.407 von kstyle am 27.07.12 07:33:22

Samsung Electronics Announces Second Quarter 2012 Earnings Results

- Posts record operating profit of 6.72 trillion won on consolidated revenues of 47.6 trillion won


SEOUL, Korea – July 27, 2012 – Samsung Electronics Co., Ltd. today announced revenues of 47.60 trillion Korean won on a consolidated basis for the second quarter ended June 30, 2012, a 21-percent increase year-on-year.

For the quarter, the company’s consolidated operating profit reached a record 6.72 trillion won, representing a 79-percent increase year-on-year. Consolidated net profit for the April-June period was 5.19 trillion won.

In its earnings guidance disclosed on July 6, Samsung estimated second quarter consolidated revenues would reach approximately 47 trillion won with consolidated operating profit of approximately 6.7 trillion won.

Samsung posted solid sales and maintained its profit streak in the second quarter across all business segments, excluding semiconductors, amid lingering global business uncertainties. Digital Media & Communications – comprising the Consumer Electronics and IT & Mobile Communications business sectors – accounted for 36.57 trillion won in sales, up 37 percent year-on-year.

For Device Solutions, the results were mixed. While operating profit for the Display Panel segment registered an on-year increase, the Semiconductor Business saw profits drop by 38 percent compared with the same period last year, despite outperforming the previous quarter.

By business unit, the Mobile Communications Business was one of the leading growth drivers in the June quarter with 20.52 trillion won in revenue. With the successful launch of this year’s flagship GALAXY S III smartphone and robust GALAXY Note sales, the handset unit saw earnings jump by 75 percent from a year earlier.

The Visual Display Business also contributed to earnings gains with its diverse portfolio of TV models for both developed and emerging markets with 8.58 trillion won in revenue for the quarter.

“Despite a difficult business environment, we achieved stable profits in the second quarter through our differentiated products and competitive technology,” said Robert Yi, Senior Vice President and Head of Investor Relations. “As we move into the second half, continued fiscal instability in Europe and its effect on the global economy will result in the possibility of a slower-than-expected recovery and intensified market competition.”

Mr. Yi added that despite the economic uncertainties, “Samsung will enhance the competitiveness of our main businesses and reinforce our value-added, differentiated products as a means to improve earnings.”

Overall, the third quarter is expected to be marginally positive as demand for consumer electronics goods, including smartphones and tablets, remains strong and a stream of new products hit the market. Supply for display panels is also expected to increase, as TV makers prepare for the year-end holiday season.


Capex 14 Trillion Won in First Half

Capital expenditure in the first six months was 14 trillion won, with 9.7 trillion won invested in the Semiconductor Business and 2.6 trillion won in the Display Panel segment. The total capex for the first half accounted for 56 percent of the annual capex budget of 25 trillion won planned for 2012. Capex for the first quarter was 7.8 trillion won.

[natahere]

Samsung did not violate Apple patents

http://www.allaboutmarkets.com/2012/08/samsung-galaxy-looks-…

[natahere]

Galaxy 800

http://www.allaboutmarkets.com/2012/08/galaxy-note-800-launc…

[natahere]

New logo
http://www.allaboutmarkets.com/2012/08/first-new-logo-in-25-…

[entombed1966]

Der Titel wurde aber aufgrund der Strafzahlung an Apple ordentlich abgestraft. Nachkaufkurse, da völlig überzogen, IMO.

[natahere]

Apple asks Samsung phones to be banned

http://www.allaboutmarkets.com/2012/08/apple-asks-eight-sams…

[natahere]

Samsung wins in Japan court trial

http://www.allaboutmarkets.com/2012/08/japanese-court-says-s…

[natahere]

Nokia challenge to Samsung

http://www.allaboutmarkets.com/2012/09/nokia-all-set-to-laun…

[Rainer944]

Hallo, habt Ihr auch schon die Dividende für die 881823 erhalten. Rd. 20 Cent je Aktie sind doch wohl ein Witz. Weiss jemand mehr?

[iceland1960]

Ja, voll der Witz.

[paulmc]

ROUNDUP: Apple-Rivale Samsung erneut mit Rekordgewinnen

09:12 05.10.12

SEOUL (dpa-AFX) - Der Apple (Apple Aktie)-Rivale Samsung eilt dank seiner Galaxy-Smartphones von einem Rekord zum anderen. Der operative Gewinn schoss im dritten Quartal um 91 Prozent auf 8,1 Billionen Won (5,6 Mrd Euro) hoch, wie der südkoreanische Technologiekonzern am Freitag in Seoul mitteilte. Das war deutlich mehr als von Experten erwartet.

Der Umsatz stieg um rund ein Viertel auf 52 Billionen Won (36 Mrd Euro). Weitere Details nannte das Unternehmen zunächst nicht. Experten zufolge geht das deutliche Plus vor allem auf die Handysparte zurück. Die Zuwächse dort konnten die Schwäche im Chipbereich ausgleichen.

WELTGRÖßTER HANDY-HERSTELLER

Samsung ist inzwischen zum weltgrößten Handy-Hersteller aufgestiegen und hielt zuletzt auch klar die Spitzenposition im lukrativen Smartphone-Markt. Das Unternehmen selbst nennt keine Absatzzahlen mehr. Analysten der südkoreanischen Finanzfirma Daishin Securities schätzen jedoch, dass Samsung im vergangenen Quartal über 57 Millionen Smartphones loswerden konnte, wie die Finanznachrichtenagentur Bloomberg berichtete. Das würde die rund 50 Millionen Geräte aus dem zweiten Vierteljahr deutlich übertreffen. Schon da hielt Samsung fast ein Drittel des Smartphone-Marktes.

Der wichtigste Rivale Apple brachte sein neues iPhone 5 erst am 21. September auf den Markt und dürfte daher noch einmal sehr deutlich abgeschlagen zurückliegen. Apple setzte am ersten Wochenende über fünf Millionen Geräte des iPhone 5 ab und will im Weihnachtsquartal durchstarten - allerdings werden die Verkäufe derzeit noch durch die Produktionskapazitäten gebremst.

AUCH WELTGRÖSSTER HERSTELLER VON FERNSEHGERÄTEN

Samsung ist auch der weltgrößte Hersteller von Fernsehgeräten, LCD-Displays und Speicherchips. Diese Bereiche sind zwar deutlich weniger lukrativ als der boomende Smartphone-Markt, Samsung schlägt sich in ihnen aber drastisch besser als etwa die notleidende japanische Konkurrenz. Analysten von Display Search schätzen, dass Samsung den operativen Gewinn in seinem Geschäft mit Verbraucherelektronik von 240 auf 585 Milliarden Won steigern konnte, vor allem dank dem Absatz teurerer Geräte mit Internet-Anschluss./zb/so/DP/jha

[milkymaid]

Antwort auf Beitrag Nr.: 43.583.869 von Rainer944 am 09.09.12 13:06:48

ist mir schnuppe. die lage ist jedenfalls super. hab in den letzten wochen um einiges erhöht.das wir noch prächtig hier

[R-BgO]

full HD für's S4: http://www.expertreviews.co.uk/smartphones/1296601/samsung-g…

[R-BgO]

SEOUL, Korea – January 8, 2013 – Samsung Electronics Co., Ltd. today announced its earnings guidance for the fourth quarter of 2012.
Consolidated sales: Approximately 56 trillion Korean won (Range: 55 – 57 trillion Korean won)
Consolidated operating profit: Approximately 8.8 trillion Korean won (Range: 8.6 – 9.0 trillion Korean won)

The above figures are consolidated earnings estimates based on K-IFRS
* 2012 3Q and 2011 4Q consolidated figures based on K-IFRS are as follows

(in trillion won)
2012.3Q
2011.4Q
Sales
52.18
47.30
Operating profit
8.06
4.66

The estimated revenues for the fiscal year of 2012 were 201.05 trillion Korean won on consolidated basis, while operating profit was expected to be 29.01 trillion Korean won
Disclosure regulations in South Korea do not allow earnings guidance to be provided as a range, therefore the official disclosure was made based on the median value as stated above.
The guidance is provided ahead of the full announcement of quarterly earnings results for the convenience of investors and media, before our external audit on the financial results of our headquarters, subsidiaries and affiliates is completed. Therefore, the above estimate may differ from the actual results.
The full earnings for the fourth quarter will be disclosed following the Board of Directors’ approval of the financial statements and quarterly reports.

[entombed1966]

Sehr gute Neuigkeiten - sollte nochmals einen ordentlichen Schub ermöglichen.

[Elvis123]

Antwort auf Beitrag Nr.: 43.994.340 von entombed1966 am 08.01.13 13:10:01

Na irgendwie nicht so ganz...in der Smartphonebranche ist wohl derzeit der Wurm drin...zumindest kurstechnisch. Mal sehen, wie weit es bei Samsung noch `runtergeht. Im Vergleich zu Nokia und Apple war der Abschlag ja human, wenn auch nicht schön. Ich hoffe ja auf einen zügige Gegenbewegung. Wo seht Ihr Samsung in 6 und 12 Monaten?

[entombed1966]

Ich denke dass auf 12 Monate gesehen ein Kurs von 350 € realistisch ist.

[Elvis123]

Na...wollen wir es mal hoffen. Derzeit ist ja eher Minus angesagt
Schon wieder 4% Miese...

[milkymaid]

Antwort auf Beitrag Nr.: 44.071.084 von Elvis123 am 28.01.13 08:40:30

... derzeit ist wieder PLUS angesagt.

[Elvis123]

Antwort auf Beitrag Nr.: 44.080.184 von milkymaid am 30.01.13 07:26:07

Ich bin in der Tat SEHR überrascht, wie sich Samsung derzeit schlägt. Selbst gestern mit kleinem Plus aus dem Tag und an der Heimatbörse nur minimal im Minus.

[Einhundertprozent]

Samsung kur vor neuem Hoch - und ich bin auch dabei ;-)

[Einhundertprozent]

"Der Aktionär" mit Kaufempfehlung für Samsung mit Kursziel 420 EUR (881823) - Printausgabe kommt am Mittwoch - da steht es drin.

[IngChris]

Antwort auf Beitrag Nr.: 44.149.169 von Einhundertprozent am 16.02.13 12:16:31

Na bitte ..... 30% Plus wird ja kein Problem sein

[Einhundertprozent]

Antwort auf Beitrag Nr.: 44.161.130 von IngChris am 19.02.13 23:12:25

... alles eine Frage der Zeit.

[Einhundertprozent]

20.02.13 08:00 Uhr

Realtime-Kurs317,00 EUR

0,91% [2,85]

881823 - neues Jahreshoch in Sicht

[Einhundertprozent]

20.02.13 08:01 Uhr

Realtime-Kurs320,7025 EUR

2,09% [6,5685]

neues Jahreshoch :o)

[entombed1966]

http://www.spiegel.de/wirtschaft/unternehmen/samsungs-millia…

Gut so.

[IngChris]

Wo sind denn alle ?

[IngChris]

Antwort auf Beitrag Nr.: 44.249.440 von IngChris am 13.03.13 23:29:33

Warten wohl alle schon auf die S4-Vorstellung ..........

[IngChris]

Zitat von IngChris: Warten wohl alle schon auf die S4-Vorstellung ..........

....und in knapp 15min ist es soweit

http://www.youtube.com/SamsungMobile

[IngChris]

Antwort auf Beitrag Nr.: 44.254.994 von IngChris am 14.03.13 23:47:44

Komisch - das S4 wurde präsentiert ............... hier scheint´s niemand zu interessieren..............wieso ist in dem Thread nix los ?

[Zhara]

Antwort auf Beitrag Nr.: 44.255.152 von IngChris am 15.03.13 02:16:40

Das S4 ist in meinen Augen eine herbe Enttäuschung, ich halte es für wahrscheinlich das es nicht so erfolgreich sein wird wie das S3.

Zum einen weil es zur Zeit mehr annähernd gleichwertige bzw. bessere(je nach Geschmack) Konkurrenzprodukte gibt als zum Zeitpunkt des Release des S3 wie z.B. das Sony XZ und das HTC One oder das Nokia Lumia 920, letzteres wäre mit Android wohl noch erfolgreicher als mit WinPhone 8.

Samsung dürfte davon profitieren, dass das S4 noch ein Stückweit von der Erfolgswelle des Vorgängermodells profitiert, aber ich glaube nicht das es die Absatzzahlen des S3 wird übertreffen können.

[ValueTitel]

Das Galaxy S4 im Schnellcheck
in Kooperation mit Spiegel onlien

Ein Smartphone, das nicht nur per Knopfdruck reagiert, sondern schon auf einen Wimpernschlag: Samsung hat in New York das Galaxy S4 vorgestellt. Was taugen die neuen Funktionen?

Von Matthias Kremp

Ach, schon wieder Plastik, dieser Gedanke geht mir durch den Kopf, als das Galaxy S4 in einem New Yorker Hotel vor mir auf dem Tisch liegt. Ebenso wie beim Vorgänger hat Samsung darauf verzichtet, seinem Top-Modell eine edle Metallhülle zu spendieren, das Gerät stattdessen mit Glas und Kunststoff ummantelt. Als ich anfasse, verfliegen die Zweifel an der billig wirkenden Verpackung. Gut liegt es in der Hand, ist schön abgerundet, fühlt sich warm und leicht an. Ein Polycarbonatgehäuse hat eben auch Vorteile.

Nach dem Einschalten strahlt mich der fünf Zoll große Full-HD-Amoled-Bildschirm an. Im Vergleich zu meinem S3 wirkt er übertrieben bunt. Aber das lässt sich leicht beheben. Das Display des S3 habe ich in den Modus "Natürlich" geschaltet. Eine ähnliche Option finde ich auch im S4. Dort heißt sie "Professional Photo" (siehe Bilderstrecke). Die Farben wirken dann flauer, aber eben auch realistischer.

Als erstes probiere ich Air View aus. Ist diese Funktion aktiviert, soll es schon genügen, dem Bildschirm mit den Fingern nahe zu kommen, um beispielsweise die Vorschau eines E-Mail-Textes anzeigen zu lassen. Tatsächlich funktioniert das auf Anhieb: Lasse ich den Finger knapp über dem Display schweben, erscheint eine Textbox mit der Vorschau. Dass das auf Dauer angenehm ist, bezweifle ich aber. Wackelt man dabei und berührt den Bildschirm doch, wird sofort die fragliche E-Mail geöffnet und der Nutzen ist dahin. Air View ist ein Gimmick.

Gute Gesten
Das könnte man auch über Air Gesture sagen, das ich erst beim fünften Versuch richtig anwende. Diese Funktion soll es möglich machen, Bildschirminhalte umzublättern oder Aktionen auszulösen, indem man mit der Hand über dem Display wedelt. Ich wedele zunächst fruchtlos über dem Bildschirm herum. Dann lerne ich: Nicht über dem Bildschirm, sondern vor der Kamera muss man wedeln, dann klappt das auch. Ein Gimmick ist das schon, aber beim Autofahren sicher ein nützliches.
Schrauber zerlegen Samsungs neues Flaggschiff. >

Ebenso schnell erlerne ich Smart Scroll. Wenn man auf den Bildschirm schaut und das S4 leicht nach vorne oder hinten neigt, wird automatisch der Text gescrollt. Schaut man woanders hin, verschwindet der Effekt. Ganz zuverlässig funktioniert das im Kurztest aber nicht. Immer mal wieder passiert nichts, wenn ich die Funktion ausprobieren will. Offenbar ist das Handy irritiert, weil mir Beobachter über die Schulter schauen.

Apps
Als nächstes schaue ich mir den Schrittzähler S Health an. Hübsch sieht der aus, ist grafisch nett und übersichtlich aufgemacht. Einmal aktiviert soll die App automatisch aufzeichnen, wie viele Schritte ich am Tag gehe oder laufe. Ganz im Sinne der Selbstvermessung kann ich diese Daten auch statistisch auswerten und mit Daten darüber anreichern, was ich wann gegessen habe. Letzteres allerdings muss ich von Hand eingeben. Nett gemacht ist das alles, einzigartig ist es nicht. Gadgets wie das Fitbit oder App wie die iOS-App Mover können ähnliches schon lange und sind teilweise sogar kostenlos.

Ganz ähnlich ergeht es mir, als ich die S Translator genannte Übersetzungs-App ausprobiere. Die kann prima Texte vom Deutschen ins Englische übersetzen und umgekehrt. Sogar als ich etwa ins Handy spreche, wirft sie eine korrekte Übersetzung aus. Auch das ist schön, aber nicht einzigartig. Der Google Translator beherrscht denselben Trick und ist kostenlos nutzbar. Und er ist sprachlich flexibler als der Samsung-Translator, der zwar insgesamt viele Sprachen beherrscht, vom Deutschen aber nur ins Englische übersetzen kann.

(K)eine Revolution
Wie es um die Kameras steht, lässt sich nach dem kurzen Test kaum beurteilen. Schnell sind sie und liefern, zumindest auf dem Handybildschirm, schön anzusehende Ergebnisse ab. Aber der Bildschirm ist ohnehin makellos. Er hat dieselbe Qualität wie das Display des Galaxy S3, nur mit einer höheren Auflösung und Pixeldichte (441 Punkte pro Zoll). Das sieht gut aus, scheint aber im direkten Vergleich mit dem S3 keine Revolution zu sein.

Der erste kurze Test des S4 jedenfalls bestätigt weitgehend den Eindruck, den das Handy nach der Präsentation in New York machte: Wie seinerzeit bei Apples iPhone 4S hat man das Gefühl, ein bereits bekanntes Gerät in den Händen zu halten, mit mehr Leistung und ein paar neuen Funktionen. Wie sinnvoll die sich im Alltag einsetzen lassen, wird später ein ausführlicher Test zeigen. Aber bis dahin ist noch ein wenig Zeit. Mit der Auslieferung des S4 will Samsung erst im zweiten Quartal beginnen, das mit dem 1. April beginnt.

Samsung Galaxy S III Listenpreis: 699 Euro Straßenpreis: ab 599 Euro

[ernestof]

15. März 2013 10:34 Neues Samsung Smartphone Cool wie Apple

http://www.sueddeutsche.de/digital/neues-samsung-smartphone-…

Na ja, ich hab Aktien von apple und Samsung. Bei beiden sollte der Kurs kräftig steigen !

[fredthejet]

Welche Auswirkungen auf die Samsung-Aktie erwartet Ihr beim sich zuspitzdenden Konflikt zwischen Nord- und Südkorea ?

[R-BgO]

Samsung expects to post 53% profit rise in 1Q13
Jessie Shen, DIGITIMES, Taipei [Monday 8 April 2013]


Samsung Electronics expects to report a 53% rise in operating profits for the first quarter of 2013, buoyed by sales of its Galaxy smartphones. Samsung estimated its January-March operating profits climbed to about KRW8.7 trillion (US$7.7 billion) from KRW5.69 trillion during the same period of 2012.

The forecast figure shows a slight decrease from the record of KRW8.84 trillion set in the fourth quarter of 2012.

Consolidated sales for the first quarter of 2013 are forecast to reach KRW51-53 trillion, compared to the KRW56.06 trillion posted in the prior quarter and KRW45.27 trillion a year ago.

With the Samsung Galaxy S4 scheduled to hit market shelves later this month (April 2013), the vendor is likely to see its operating profits hit a new record high in the second quarter, market watchers expect.

In addition to being a top smartphone maker, Samsung is also the world's largest supplier of memory chips and flat-panel TVs.

[Doyter44]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: SPAM

[R-BgO]

Samsung expects record operating profits in 2Q13, but misses market expectations
Jessie Shen, DIGITIMES, Taipei [Friday 5 July 2013]


Samsung Electronics expects to report record operating profits for the second quarter of 2013, but its guidance figures are well below market expectations.

Samsung forecast that operating profits for second-quarter 2013 will arrive at between KRW9.3 trillion (US$8.13 billion) and KRW9.7 trillion, which would surpass the company's current record of KRW8.84 trillion reached in fourth-quarter 2012.

However, the guidance range of KRW9.3 trillion-KRW9.7 trillion came in below market watcher estimates of over KRW10 billion.

Consolidated revenues for second-quarter 2013 are forecast to reach about KRW57 trillion, compared to the KRW52.87 trillion reported for the prior quarter, and KRW47.6 trillion a year ago, Samsung disclosed. The company is scheduled to release actual results for the second quarter at the end of July.

The guidance was given following media reports describing Galaxy S4 sales as "disappointing."

Samsung's IT & mobile communications (IM) division, which its mobile communications business belongs to, generated operating profits of KRW6.51 trillion in the first quarter of 2013, while the company's overall operating profits came to KRW8.78 trillion.

[fredthejet]

http://www.finanzen.net/nachricht/aktien/IFA-Samsung-bestaet…

[entombed1966]

Der "Akssssionär" hat Samsung vor kurzem als Short der Woche empfohlen, der Short läuft ja hervorragend.

Kurios ist dass ich dazu weder auf der A.-Seite noch über Google was finde.

[entombed1966]

Hab's gefunden, SL bei 310 (naja, shit happens), aber darüber wird dann sicher nicht mehr berichtet.

[morpheus83]

Zur Zeit gehts aber deutlich abwärts, dabei hat Samsung ein wesentlich niedrigeres KGV als Apple und ist wesentlich breiter aufgestellt.

[debull]

Antwort auf Beitrag Nr.: 46.176.059 von morpheus83 am 07.01.14 19:32:47

Ein Gewinneinbruch von 20 % will erst mal verkraftet werden. Und mit Apple kannst Du den Kurs von Samsung nicht vergleichen. Apple ist Kult, und Kult ist teuer

[R-BgO]

Antwort auf Beitrag Nr.: 46.182.397 von debull am 08.01.14 15:02:44

nicht ganz 20%:

Samsung posts profit drop in 4Q13
Jessie Shen, DIGITIMES, Taipei [Friday 24 January 2014]


Samsung Electronics has reported operating profits for the fourth quarter of 2013 slip 18.2% sequentially and about 6% on year to KRW8.31 trillion (US$7.71 billion), while sales were up 0.3% on quarter and 5.7% on year to KRW59.28 trillion.

Both sales and profit figures came in line with the company's guidance. Samsung's net profits came to KRW7.3 trillion in the fourth quarter of 2013, down 11.4% sequentially but up 3.7% on year.

Samsung's mobile business, which accounts for more than half of the company's overall sales and operating profits, registered sequential declines of 9% in sales and 18% in operating profits during the fourth quarter. Samsung indicated high marketing expenditures and a one-off expense for special bonuses hurt the fourth-quarter earnings generated from its mobile business.

Samsung warned that competition in the global handset sector is expected to "intensify" in 2014. The firm also suggested there is rising demand for LTE-capable devices, as well as solid demand growth in emerging markets.

Samsung's semiconductor division saw its fourth-quarter operating profits decrease 3% on quarter to KRW1.99 trillion. However, profits represented growth of 40.1% compared to the KRW1.42 trillion posted during the same period of 2012. Samsung credited the improved earnings to production node transitions and a favorable product mix.

Samsung has scaled up production of DRAM chips built using 20nm-class process technology, while managing to allocate more capacity for the manufacture of high value-added products. Meanwhile, production of NAND flash chips using 10nm-class process technology has also increased, the company said.

Samsung expects tablets and low- to mid-end smartphones to drive demand for mobile DRAM chips in 2014. Meanwhile, demand coming from the server and games console sectors will remain solid. As for NAND flash, the rising adoption of SSDs and content growth in mobile devices will drive demand for the memory.

Samsung also manufactures mobile chips such as application processors. Sales generated from the segment disappointed in the fourth quarter due to lower-than-expected demand for high-end mobile devices. However, shipments to a major customer grew in the quarter, Samsung added.

Samsung noted the introduction of its 20nm-class production node for the production of mobile chips in 2014 will help enhance the competitiveness of its system LSI business. The company is also looking to expand its customer base in the foundry space.

Sales and operating profits of Samsung's display panel business were both down sequentially and on year in the fourth quarter of 2013. Samsung attributed the lower earnings to customers' inventory adjustments and falling product ASPs.

[debull]

Hier ein Kommentar zum Ergebnis auf Deutsch.

http://www.handelsblatt.com/unternehmen/it-medien/sonderzahl…

[debull]

Samsung besteht nicht nur aus Handyproduktion

http://www.moebelmarkt.de/news/samsung-ehrgeizige-ziele-fuer…

Und das ist gut so!

[debull]

Samsung will weg von Android:

https://curved.de/news/samsung-ueberlegt-zukunft-ohne-androi…

[R-BgO]

http://www.valuewalk.com/2014/06/artisan-partners-bull-case-…

[debull]

Bei Schwäche kaufen. Bin dieser alten Börsenweisheit mal gefolgt. Der Trend zeigt immer noch steil nach oben.

[R-BgO]

http://www.spiegel.de/wirtschaft/unternehmen/samsung-verkauf…

[R-BgO]

http://cdn1.valuewalk.com/wp-content/uploads/2014/07/Samsung…

[FreddyMercury]

Zitat von R-BgO: http://cdn1.valuewalk.com/wp-content/uploads/2014/07/Samsung…

Ganz interessant, auch wenn man nicht allen zustimmen muss, was darin steht.
-Samsung Halbleitersparte soll alleine 120 MRD USD wert sein - den gesamten Enterprise Value von Samsung Electronics
-Es wird auch 2014 und 2015 ein weiter steigender Gewinn in Mobile Device in USD prognostiziert, dies ist eine durchaus plausible Prognose
-2013 hat sich Samsung 5% Marktanteil im Tabletmarkt direkt von Apple geholt.
-Beim Gewinnmultiple von Mobile Device würde ich aber mehr als einen 10%igen Abschlag zu Apple nehmen.
-Daß seit 2008 durchschnittlich weniger als 10% des Gewinns an die Aktionäre zurückgegeben wird, wird damit erklärt, daß der CEO all die Jahre für seinen Sohn investiert hat. 2002-2007 wurden durchschnittlich 40% zurückgegeben, davon ca. zwei Drittel Aktienrückkäufe.
-Es wird vermutet daß es in Zusammenhang mit der Entflechtung wieder zu massiven Aktienrückkäufen kommt.
-Ein Motiv (oder daß Motiv?) für die prognostizierten massiven Aktienrückkäufe soll sein, daß der neue CEO wieder den Stimmrechtsanteil seines Vaters erreicht, der durch die Entflechtung sinkt.
Daß das Managment fähige Kapitalallocatoren sind, ziehe nicht nur ich angesichts des riesigen nicht notwendigen Cashbestands in Zweifel
-Die billigeren Vorzugsaktien/SMSD werden nicht erwähnt

Bei der Entflechtung der Samsung Group stellt sich bei Spinoffs die Frage, ob es neue GDRs auf die neuen Aktien gibt, oder ob die GDR-Halter einen Liquidationserlös bekommen? Hat schon jemand Infos dazu gefunden??
Für Abgeltungssteuerpflichtige, sind die Spinoffs ohnehin unvorteilhaft.

[R-BgO]

http://www.spiegel.de/wirtschaft/unternehmen/samsung-smartph…

[R-BgO]

http://www.edisoninvestmentresearch.com/researchreports/Radi…

[Aurangzeb]

Antwort auf Beitrag Nr.: 48.383.621 von R-BgO am 21.11.14 18:01:29

Starke Kursbewegungen in letzter Sekunde

Hallo
mal was anderes: Ich beobachte die Samsung-Aktie schon seit Jahren. Es gibt bei der 005935.ks ein seltsames Phänomen: Häufig geschieht es, dass in buchstäblich letzte Sekunde des Handelstages der Kurs stark nach oben oder unten springt. Wie zum Beispiel heute:
http://finance.yahoo.com/q?s=005935.ks
Den ganzen Tag dümpelt der Kurs im Minus bei rund 1010000 Won, um dann praktisch bei Handelsende ca. 2 Prozent ins Plus zu schießen.
Jemand eine Ahnung, was das soll?
Guten Rutsch

[R-BgO]

News:

Samsung to post lower sales and profits for 2014
Vivian Chen, Taipei; Jessie Shen, DIGITIMES [Thursday 8 January 2015]

Based on the company's guidance for the fourth quarter, Samsung Electronics is set to post a sales decline in 2014.

Samsung has disclosed its consolidated sales for the fourth quarter of 2014 are expected to reach KRW52 trillion (US$4.4 billion) or in a range of KRW51-53 trillion compared to KRW47.45 trillion of the previous quarter and KRW59.28 trillion of a year earlier.

Accordingly, Samsung's sales for all of 2014 will total around KRW205.48 trillion, down about 10% from the KRW228.69 trillion reported for the previous year, and marking the first time in nine years that revenues decreased on year.

Samsung forecast its operating profits for fourth-quarter 2014 would total approximately KRW5.2 trillion or range from KRW5.0-5.4 trillion, compared to KRW4.06 trillion a quarter earlier and KRW8.31 trillion a year ago.

Samsung's operating profits for 2014 are likely to reach DW24.94 trillion, slipping 32.2% from 2013 levels and marking the first time in three years that profits registered an on-year drop.

Samsung's IT & mobile communications (IM) division had been accounting for the majority of the vendor's overall operating profits until the third quarter of 2014, when the business' operating profits shrank significantly to KRW1.75 trillion. Meanwhile, net profits generated from Samsung's device solutions (DS) business consisting of the company's semiconductor and display panel units came to KRW2.33 trillion.

[R-BgO]

Zahlen sind da:

http://www.samsung.com/us/aboutsamsung/ir/ireventpresentatio…

im Smartphonebereich schon mächtig eingedampft, aber trotzdem weit weg von Desaster

[R-BgO]

Antwort auf Beitrag Nr.: 48.920.471 von R-BgO am 29.01.15 10:52:36

???

Samsung sees 15% of management resign in 2014, says report
Amy Fan, Taipei; Alex Wolfgram, DIGITIMES [Thursday 2 April 2015]

In 2014 approximately 15% of management staff at Samsung Electronics resigned following lower-than-expected smartphone sales at the company, most notably during the third quarter of the year, according to statistics presented by Korea-based Yonhap News.

Samsung reportedly had 1,219 management staff on board as of the third quarter and that number decreased 177 or 15% by the end of 2014, the report said. Of the 177, 44 were from Samsung's IT & Mobile Communications department.

Meanwhile, several media reports have recently claimed Samsung provides one of the highest average salaries in South Korea, and is expected to implement new flexible working schedules in mid-April.

[R-BgO]

Component supplies for Galaxy S6 devices getting tight, say sources

Max Wang, Taipei; Steve Shen, DIGITIMES [Friday 10 April 2015]


Samsung Electronics is adjusting the production at the supply chain for its Galaxy S6 devices due to strong demand for the new smartphones, according to sources at the handset supply chain in Taiwan.

While expecting the new Galaxy S smartphones to enjoy brisk sales, JK Shin, head of Samsung's mobile business, said recently that there would be supply constraints in the near future due to the supply of curved displays used by the Galaxy S6 Edge.

However, sources in Taiwan believe that the production constraints are also likely to cause by the tight supply of other parts and components.

Since market response to the Galaxy S6 devices has been keener than expected, particularly for the Galaxy S6 Edge, Samsung has been forced to adjust production at the supply chain and therefore, causing tight supply for some components and parts, commented the sources.

Meanwhile, Samsung is also looking for a new supplier for curved displays used by the Galaxy S6 Edge, and the industry sources have indicated that Korea-based display maker S-MAC is expected to join the supply chain. Samsung currently purchases the curved displays from Japan-based Alps Electronics.

The new Galaxy devices go on sale in 20 countries on April 10.

[R-BgO]

Samsung to ramp up shipments of OLED panels, DRAM and flash chips to channels

Cage Chao, Taipei; Steve Shen, DIGITIMES [Wednesday 1 July 2015]

Samsung Electronics may ramp up the supply of standard parts and components, including OLED panels, DRAM and flash chips at more competitive prices starting the third quarter as inventory levels of these products have piled up due to its tumbling share in the global smartphone market, according to sources at Taiwan's IC supply chain.

Samsung has recently allocated nearly half of its OLED panel production capacity to producing related displays for China-based smartphone vendors, indicated the sources.

In recent years, Samsung has continued ramping up its production of memory chips and display products for its own production of smartphones, tablets and other mobile devices, and therefore has been reluctant to release these parts into the channel market, said the sources.

However, the declining market share has resulted in a build-up of inventories at Samsung, prompting the vendor to liquidate some key parts and components.

In addition to selling parts and components at more competitive prices, Samsung's OEM wafer foundry business has also staged a rebound recently, revealed the sources.

The Korea-based vendor is also expected to accelerate the development of advanced microelectronics manufacture process in order to win back Apple's CPU orders, commented the sources.

[R-BgO]

Apple considering Samsung for Apple Watch OLED supply, says report

Vivian Chen, Taipei; Alex Wolfgram, DIGITIMES [Thursday 2 July 2015]


Apple will reportedly receive OLED displays from Samsung Electronics for the next Apple Watch, according to Korea media source Digital Daily.

There have been numerous rumors from Korea media stating that Apple has been considering Samsung in order to diversify its supply chain but such claims have also been met with just as many reports stating LG will remain the sole supplier.

The report from Digital Daily, however, shed some new light in regards to what consumers can expect from the next Apple Watch. The report said Samsung is working on new modules that would allow the device to be thinner and lighter while the resolution, overall design and touch panel structure will remain the same.

Supply chains meanwhile noted that TPK will continue to remain as the major touch panel supplier and that profits from components for the device will be limited due to the device's small size and limited demand in the market.

[R-BgO]

Samsung slashes handset panel pricing to bump up orders

Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Tuesday 7 July 2015]


As shipments of Samsung Electronics smartphones have been lower-than-expected in the market, Samsung Display has suffered in handset panel shipments and therefore has reduced pricing to various customers including Microsoft to help orders rebound.

Samsung's move has attracted orders from Microsoft for use in 5.7- and 5.2-inch mid-range and high-end smartphones. The 5.7-inch smartphones will use QHD panels from Samsung while the 5.2-inch units will use Full HD panels, according to supply chain sources.

Other makers associated with Samsung's supply chain including driver IC makers are also starting to lower quotes as overall Samsung handset orders are fluctuating and Taiwan makers push cost competitive solutions.

The sources said Samsung's flagship Galaxy S6 in particular has suffered against competition from iPhone 6/6 Plus while entry-level and mid-range handsets have seen increased competition from China vendors such as Lenovo, Huawei Device, Xiaomi and TCL.

Microsoft also aims to increase cooperation with handset vendors in the second half of 2015 in addition to white-box vendors to promote low-priced Windows handsets in emerging markets.

[R-BgO]

Investors lower Samsung Elec Q2 expectations amid S6 doubts

* Samsung Elec Q2 profit likely 7.2 trln won - analysts

* S6 edge supply shortage, weak China and Europe economy are risks

* Firm still on track for 2015 profit recovery

By Se Young Lee

SEOUL, July 6 (Reuters) - Doubts over the sales prospects of Samsung Electronics Co Ltd's new flagship smartphones are damping expectations of a rapid turnaround for the South Korean giant, even though profit likely continues to recover from last year's troughs.

After peaking in mid-March as favourable reviews for the new Galaxy S6 models boosted earnings hopes, the company's stock price has languished and was down nearly 6 percent for the year as of mid-day trade on Monday. Supply shortages for the curved-screen S6 edge and economic headwinds in Europe and China have lowered expectations.

"After the first-quarter results the consensus for second-quarter earnings was somewhere in the high 7 trillion won ($6.22 billion), but now I think so long as the first digit doesn't start with a six it won't be a shock," HDC Asset Management fund manager Park Jung-hoon said.

The average forecast from a Thomson Reuters I/B/E/S survey of 39 analysts tips April-June operating profit at 7.2 trillion won, the same as a year earlier and up from 6 trillion won in January-March. Of those surveyed, 20 have cut their forecasts in the past 30 days by an average of 3.9 percent.

Samsung is expected to guide its second-quarter revenue and profit on Tuesday, with full results to follow at end-July.

To be sure, analysts say the trend of gradual earnings recovery remains intact. The Thomson Reuters I/B/E/S survey tips 2015 profit to recover to 27.8 trillion won from the three-year low of 25 trillion won in 2014. Third and fourth-quarter profits this year are expected at 7.3 trillion won and 7.5 trillion won, respectively, posting significant gains in annual terms.

Samsung expects the new phones to be their best-selling devices to date. Data from researcher Counterpoint released in June showed that Samsung sold 6 million S6 smartphones from the April 10 launch to the end of the month, outpacing the previous S5 model in the same time frame.

But analysts say Samsung's failure to anticipate demand for the S6 edge led to a missed opportunity. Though the firm says it now has enough capacity to meet demand for the curved-screen model, its flagship phones will soon need to compete with new Apple Inc iPhones that analysts expect will launch as early as September.

"As the smartphone market matures, the period of time that consumer demand for a high-end product lasts looks to have gotten shorter," KTB Investment analyst Jin Sung-hye said in a report, cutting her 2015 Galaxy S6 shipments forecast to 45 million from 49 million previously. ($1 = 1,124.5000 won) (Editing by Stephen Coates)

[R-BgO]

Samsung invests US$3 billion in Vietnam OLED facilities, says report

Amy Fan, Taipei; Alex Wolfgram, DIGITIMES [Friday 7 August 2015]


Samsung Display will invest US$3 billion to expand OLED display module facilities in Vietnam, according to a report from Korea-based Money Today.

The move will give the company a more vertically integrated supply chain in Vietnam where its parent company Samsung Electronics currently is pursuing smartphone manufacturing in order to keep costs down as price competition intensifies in the market.

Samsung Display's investment has reportedly already received approval from the Vietnam government, the report added.

Meanwhile, other Korea media reports recently said that Samsung and LG Display are bumping up OLED panel production efforts to keep a competitive edge in the market due to rising LCD capacity in China.

[R-BgO]

Samsung may supply Apple with OLED panels for iPhone, says report

Amy Fan, Taipei; Alex Wolfgram, DIGITIMES [Tuesday 27 October 2015]

Samsung Display is now a supplier of OLED displays for Apple Watch, and may even supply Apple with OLED panels for other devices, according to Korea-based ET News.

Apple has further incorporated Samsung into its OLED supply chain to diversify its panel suppliers, causing LG Display to no longer be the sole provider of OLED displays for the Apple Watch. Since the two have bumped up cooperation in the wearables segment, Apple is now receiving samples OLED displays that may be used in upcoming iPhone models.

Such rumors have been circulating for the last several months and have largely stated Apple is considering the move in order to increase specifications in the phone that are currently being held back due to various production bottlenecks.

The report said Apple is expected to make a decision in November, a move that will also affect Samsung's move to further pursue production of curved OLED panels at its A3 facilities since investment plans to further mass produce the technology are currently in their early stages.

Rumors in the past have speculated that an OLED iPhone from Apple would not appear until 2017 should Apple decide to incorporate the technology, since the vendor has already moved forward with plans for the next iPhone. However, the report speculated a decision from Apple in November could change this development.

Meanwhile, media reports from Japan have recently stated that Apple will strengthen its cooperation with JDI for higher-end displays following recent investments in the company, and is expected to continue doing so into 2016 for the new iPhone, as plans for the new device have already been laid out.

[crimson]

Was geht hier ab?

Plus 11 Prozent?!

[R-BgO]

Antwort auf Beitrag Nr.: 50.966.475 von crimson am 30.10.15 08:26:35

Here's why Samsung's profits soared

by Jason Cipriani @MrCippy OCTOBER 28, 2015, 11:06 PM EST


The South Korean tech giant’s third quarter profits rose sharply — thanks to Apple.

Samsung Electronic’s earnings are heading in the right direction for the first time in nearly two years thanks to its semiconductor and display businesses.

The South Korean company posted quarterly revenue of 51.68 trillion Korean won, or $45 billion. up 8.9% year-over-year. Profits came in slightly above its earlier estimate, at 7.39 trillion won, or $6.45 billion, up a dramatic 82%.

Samsung’s semiconductor business makes chips for some of its biggest competitors including Apple AAPL 1.31% . Most recently, Samsung split the contract for Apple’s A9 chip processor, used in the iPhone 6S and 6S Plus, with Taiwan Semiconductor Manufacturing Company.

Boosted by the success of its competitors, Samsung’s chip business was responsible for nearly half — 3.66 trillion won, or $3.2 billion — of the company’s profit for the three months ending Sept. 30.

Display panels also contributed to the strong quarter, accounting for 930 billion won, or $812 million, of profit on revenue of 7.49 trillion won, or$6.5 billion.

Smartphone revenue increased, but profits were down when compared with the previous quarter following a price cut the company made in July to two of its flagship smartphones, the Galaxy and S6 Edge. The company lowered the prices to remain competitive as the global smartphone market continued to become more saturated. It also followed disappointing sales during the second-quarter, compounded by the company’s inability to keep up with demand.

Samsung’s latest smartphones, the Galaxy Note 5 and S6 Edge+ are “are expected to exceed in shipments reached by their predecessors” according to the earnings announcement. But the statement seemed to shed little light on Galaxy S6 Edge+ sales, as it’s a first generation device lacking historical sales data for comparison.

Earlier Wednesday, research firm IDC released its latest smartphone shipment report. According to the report, Samsung shipped 84.5 million smartphones in the third-quarter, an increase of 6.4 million units when compared to the same quarter last year.

Samsung expects its fourth quarter smartphone sales to grow modestly amid competition from the likes of Apple and Huawei on the high- and low-end, respectively.

The earnings bump will be short-lived, however, because Samsung forecast earnings to decline in the fourth-quarter due to an unfavorable foreign exchange rate.

[R-BgO]

Samsung considering unpaid leave for LED personnel, says paper

Amy Fan, Taipei; Joseph Tsai, DIGITIMES [Tuesday 5 January 2016]


Samsung Electronics is reportedly considering having its LED business staff take unpaid vacations due to weak performance, according to a Korean-language Edaily report citing industry sources.

Since the company's subsidiary Samsung Engineering has already adopted an unpaid vacation strategy, some market watchers are concerned that the trend may pass to Samsung's other weakly-performing business units.

Staff are expected to be asked to take a month of unpaid vacation while executives will have no vacation, but will directly suffer a one-month salary cut.

Because of the China government's aggressive nurturing of its LED industry, the worldwide LED market has been suffering from oversupply, causing related LCD TV backlight unit (BLU) prices and demand to drop.

[R-BgO]

Samsung Electronics Pre-Earnings Guidance (2015.4Q)

on Jan 08, 2016


On January 8, 2016, Samsung Electronics Co., Ltd. (KS005930, KS005935, SMSN, SMSD) (“SEC”) announced its earnings guidance for the fourth quarter of 2015.

- Consolidated Sales: Approximately 53 trillion Korean won
- Consolidated Operating Profit: Approximately 6.1 trillion Korean won


The above figures are estimates of consolidated earnings based on K-IFRS. Please note that Korean disclosure regulations do not allow earnings estimates to be provided as a range. Therefore, in compliance with such disclosure regulations, the above figures represent the median of the earnings estimate range, provided below.

- Sales: 52 ~ 54 trillion Korean won
- Operating Profit: 6.0 ~ 6.2 trillion Korean won

[crimson]

Gibt es denn fundamental einen Grund für den Höhenflug?

[R-BgO]

Antwort auf Beitrag Nr.: 52.739.605 von crimson am 01.07.16 10:42:03

Samsung Electronics Pre-Earnings Guidance (2016.2Q)
on Jul 07, 2016


On July 7, 2016, Samsung Electronics Co., Ltd. (KS005930, KS005935, SMSN, SMSD) (“SEC”) announced its earnings guidance for the second quarter of 2016.

- Consolidated Sales: Approximately 50 trillion Korean won
- Consolidated Operating Profit: Approximately 8.1 trillion Korean won


The above figures are estimates of consolidated earnings based on K-IFRS. Please note that Korean disclosure regulations do not allow earnings estimates to be provided as a range. Therefore, in compliance with such disclosure regulations, the above figures represent the median of the earnings estimate range, provided below.

- Sales: 49 ~ 51 trillion Korean won
- Operating Profit: 8.0 ~ 8.2 trillion Korean won

[R-BgO]

July 14, 2016, 9:53 P.M. ET
Is Samsung Electronics Entering EV Supply Chain?
By Shuli Ren

Korean media reported that Samsung Electronics (005930.Korea/SSNLF) has agreed to buy $449 million worth of shares in Chinese electric vehicle and battery maker BYD (1211.Hong Kong).

BYD rose 2.8% on the report, while Samsung Electronics is up 0.7%.

It is no secret that smartphone component manufacturing is slowing down, so is Samsung aiming for the next booming business by supplying batteries to electric vehicles? Telsa (TSLA) currently uses Panasonic (6752-TKS) as a supplier, while Korea’s Samsung SDI (006400.Korea) and LG Chem (051910.Korea) are climbing the technology ladder quickly on large car batteries.

Why not? Samsung is ambitious. Morgan Stanley‘s Shawn Kim commented on today’s news clip:

This may indicate Samsung Electronics’ ambitions to actively participate in the EV component supply chain. It has built its automotive components team in December 2015 and in the process of developing advanced technologies related to autonomous driving and infotainment. We see significant long-term growth opportunities that could benefit its semiconductors, display and CE divisions.

Samsung Electronics may benefit from the investment given the dominant market share of BYD in the Chinese EV market.

[R-BgO]

Samsung Electronics boosting use of AMOLED panels
Rebecca Kuo, Tainan; Adam Hwang, DIGITIMES [Tuesday 19 July 2016]


Samsung Electronics has taken the initiative to adopt AMOLED panels for its high-end Galaxy S and Galaxy Note as well as its mid-range models, with around 70% of its smartphones to feature AMOLED panels, according to industry sources.

Samsung Display, currently the dominant producer of AMOLED panels, has won orders from China-based smartphone vendors including Oppo and Vivo. China-based vendors may increase AMOLED penetration in smartphones to 50%, the sources indicated.

In addition to smartphones, Samsung Electronics adopted AMOLED for 8-, 8.4-, 9.7- and 10.5-inch tablets in 2015 and 8-, 9.7- and 12-inch models launched in 2016.

[Betterway]

Antwort auf Beitrag Nr.: 52.864.027 von R-BgO am 19.07.16 12:01:18

Hmmmh, warum hab ich die eigentlich noch nicht ??? Kann kein Fehler sein. Gruß B.

[R-BgO]

Thu Jul 28, 2016 10:58am IST
Samsung Electronics tips 'solid' second-half profits on components pickup
SEOUL | BY SE YOUNG LEE


South Korean tech giant Samsung Electronics Co Ltd (005930.KS) said on Thursday it expects solid earnings to continue in the second half of 2016, with stronger components demand likely offsetting heightened margin pressures for smartphones.

The world's No. 1 maker of smartphones and memory chips said mobile profits would weaken in the second half after soaring 57 percent in April-June, and flagged higher marketing costs to combat new products from rivals.

While smartphone earnings looked choppy, Samsung said the components business would buttress second-half earnings amid signs of recovery in memory chip and display panel prices after a global slowdown in gadget sales.

"Looking ahead to the second half of 2016, the company expects its solid performance to continue compared to the first half, mainly driven by earnings increase in the component business," Samsung said in a statement.

Samsung said April-June profit rose 18 percent from a year earlier to 8.1 trillion won ($7.17 billion), the highest since the first quarter of 2014. The result was in line with the firm's earlier profit guidance.

The firm's shares were down 1.3 percent as of 0330 GMT, however, underperforming a 0.4 percent fall for the broader market as foreigners fretted about the strengthening South Korean won KRW=.

"The company's performance should remain decent," said IBK Asset Management fund manager Kim Hyun-su, who expects Samsung to maintain quarterly profits between 7 trillion won and 8 trillion won for the rest of 2016.

Samsung's mobile division remained the top earner for the second straight quarter, as profit jumped 57 percent from a year earlier to a two-year high of 4.32 trillion won.

The company is expected to unveil its new Galaxy Note smartphone next week and will likely start selling its phablet about a month before rival Apple Inc (AAPL.O) launches its new iPhones in September.

Apple and other competitors were not likely to launch any ground-breaking products to undercut Samsung in the second half, IBK's Kim said.

Even so, Samsung would "need to show something different with the new Note phone" to maintain its mobile momentum, he added.

Operating profit for the chips division fell 22 percent to 2.64 trillion won, its lowest since the third quarter of 2014, hurt by broadly weaker chip prices.

The supplier of chips for Apple iPhones however said earnings for the business would improve with the roll-out of new gadgets in the months ahead.

The firm would buy back and cancel 1.79 trillion won worth of shares in the final instalment of its 11.3 trillion won program, and declared an interim dividend of 1,000 won per common share.

(Reporting by Se Young Lee; Editing by Stephen Coates)

[R-BgO]

Smartphone vendors likely to follow Samsung to adopt IR LED-based iris recognition
Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 30 August 2016]

Samsung Electronics took the initiative to adopt iris recognition based on infrared LEDs for its flagship Galaxy Note 7 and other smartphone vendors, especially China-based ones, are watching the market response with an eye to following suit, according to Taiwan-based LED makers.

While Germany-based Osram Licht AG currently dominates global supply of IR LED chips used in iris recognition, China- and Taiwan-based LED chip makers are poised to have products in certification as soon as the fourth quarter of 2016, the sources said.

In addition to iris recognition, IR LED chips can be used for facial recognition and biometric sensing such as physiological measurement functions in smart wearables, the sources indicated, therefore, China- and Taiwan-based LED chip makers expect demand for IR chips to take off in 2017.

IR LED chips are produced using MOCVD sets to produce AlGaInP LED chips, the sources said. Currently, prices for IR LED chips are about five times those of blue-light LEDs, the sources noted.

Taiwan-based LED chip maker Epistar has AlGaInP MOCVD sets taking up one-sixth of all MOCVD sets and a revenue proportion of 25-30% currently, the company indicated. Epistar has cooperated with Taiwan-based IC design houses to offer iris-recognition sensor modules, with shipments to begin in the second half of 2016, the company noted. IR LED chips account for about 10% of AlGaInP LED chips at present and the proportion is expected to rise to 30% in 2018, Epistar indicated.

[HunterxHunter]

Perfekter Zeitpunkt um Einzusteigen

[R-BgO]

Elliott macht Druck:

http://www.spiegel.de/wirtschaft/unternehmen/samsung-prueft-…

[LisaKirsch]

Wie kann es sein, dass diese Handys noch immer explodieren? Langsam frag ich mich ob die Leute bei Samsung unfähig sind!

[R-BgO]

Antwort auf Beitrag Nr.: 53.444.298 von LisaKirsch am 10.10.16 14:36:27

So langsam mache ich mir auch Sorgen...

m.E. ist die Frage:

kriegen sie das wieder hin, es ist nur ein zugegeben schmerzhafter Dip, die Marke nimmt keinen bleibenden Schaden und beim nächsten Phone ist alles vergessen...

ODER

die Phone-Franchise ist dauerhaft impaired; dann ist Samsung sicher immer noch Einiges wert (Haushaltsgeräte, Speicher, etc.) aber möglicherweise bereits fair oder sogar überbewertet...


Muss zugeben, dass ich bisher zu wenig Zeit reingesteckt habe, um auch nur einen educated guess zu wagen

[Kallenfels]

Bei ca. 380,--€ steige ich ein.
Da war der Kurs bevor das Galaxy 7 auf den markt kam.
Denke das ist ein realistischer Kurs!!!
Die Zukunft wird es weisen.

[R-BgO]

Samsung Electronics to Acquire HARMAN, Accelerating Growth in Automotive and Connected Technologies
Korea on November 14, 2016


Samsung Electronics and Harman International Industries, Incorporated today announced that they have entered into a definitive agreement under which Samsung will acquire HARMAN for $112.00 per share in cash, or total equity value of approximately $8.0 billion.

Upon closing, the transaction will immediately give Samsung a significant presence in the large and rapidly growing market for connected technologies, particularly automotive electronics, which has been a strategic priority for Samsung, and is expected to grow to more than $100 billion by 2025¹ . HARMAN is the market leader in connected car solutions, with more than 30 million vehicles currently equipped with its connected car and audio systems, including embedded infotainment, telematics, connected safety and security.

Approximately 65% of HARMAN’s $7.0 billion of reported sales during the 12 months ended September 30, 2016 are automotive-related, and its order backlog for this market at June 30, 2016 was approximately $24 billion.

HARMAN’s experience designing and integrating sophisticated in-vehicle technologies, as well as its long-term relationships with most of the world’s largest automakers, will create significant growth opportunities for the combined business by enabling it to leverage Samsung’s expertise in connected mobility, semiconductors, user experience, displays and its global distribution channels. In addition, the combination of HARMAN’s brands and audio capabilities and Samsung’s expertise in consumer electronics will deliver enhanced customer benefits and elevate user experiences across Samsung’s complete portfolio of consumer and professional products and systems.

“HARMAN perfectly complements Samsung in terms of technologies, products and solutions, and joining forces is a natural extension of the automotive strategy we have been pursuing for some time,” said Oh-Hyun Kwon, Vice Chairman and Chief Executive Officer of Samsung Electronics. “As a Tier 1 automotive supplier with deep customer relationships, strong brands, leading technology and a recognized portfolio of best-in-class products, HARMAN immediately establishes a strong foundation for Samsung to grow our automotive platform.

Dinesh Paliwal is a proven global leader and, in our extensive discussions, we have developed deep respect for him, his strong senior leadership team and HARMAN’s talented employees. HARMAN’s sustained track record of rapid growth fueled by technology leadership and an unmatched automotive order pipeline reflects its commitment to innovation and customers.”

“The vehicle of tomorrow will be transformed by smart technology and connectivity in the same way that simple feature phones have become sophisticated smart devices over the past decade,” added Young Sohn, President and Chief Strategy Officer of Samsung Electronics. “We see substantial long-term growth opportunities in the auto technology market as demand for Samsung’s specialized electronic components and solutions continues to grow. Working together, we are confident that HARMAN can become a new kind of Tier 1 provider to the OEMs by delivering end-to-end solutions across the connected ecosystem.”

Dinesh Paliwal, HARMAN Chairman, President and CEO, stated, “This compelling all-cash transaction will deliver significant and immediate value to our shareholders and provide new opportunities for our employees as part of a larger, more diversified company. Today’s announcement is a testament to what we have achieved and the value that we have created for shareholders. Samsung is an ideal partner for HARMAN and this transaction will provide tremendous benefits to our automotive customers and consumers around the world. Combining Samsung’s strengths in leading-edge displays, connectivity and processing solutions with HARMAN’s technology leadership and long-standing customer relationships will enable OEMs to provide new offerings for their customers.

Partnerships and scale are essential to winning over the long term in automotive as demand for robust connected car and autonomous driving solutions increases at a rapid pace. This transaction will bring HARMAN and Samsung’s complementary strengths together to accelerate innovation in this space. More broadly, this investment underscores the strength of HARMAN’s employees, as well as our success and leadership across our markets. We look forward to working together with Samsung to elevate experiences for consumers worldwide.”


Customer Benefits and Significant Growth Opportunities

Samsung expects the combination to deliver significant growth opportunities and benefits to customers by leveraging Samsung’s and HARMAN’s complementary technologies, resulting in increased market penetration across important end markets.

• Automotive: Combining HARMAN’s leadership in new connected car technologies, including its top positions in infotainment, cyber security, over-the-air updates and telematics, with Samsung’s significant expertise and experience in connectivity technologies, including 5G, UX/UI, display technology and security solutions, will enhance HARMAN’s automotive and connected services businesses to drive greater sales and provide significant benefits as automakers speed the adoption of next-generation connected cars.

• Audio: HARMAN’s leading brands and cutting-edge audio systems include JBL®, Harman Kardon®, Mark Levinson®, AKG®, Lexicon®, Infinity®, and Revel®. The company also licenses Bowers & Wilkins® and Bang & Olufsen® brands for automotive. All of these brands will greatly enhance the competitiveness of Samsung’s mobile, display, virtual reality and wearable products to deliver a fully differentiated audio and visual experience for customers.

• Professional: The combination will also expand the combined company’s business-to-business platform through its ability to deliver integrated, large-scale audio and visual professional solutions at stadiums, concert facilities and other performance centers such as The John F. Kennedy Center for the Performing Arts and STAPLES Center – home of the GRAMMY Awards®.

• Connected Services: Samsung will gain access to HARMAN’s 8,000 software designers and engineers who are unlocking the potential of the IoT market. This collaboration will deliver the next generation of cloud-based consumer and enterprise experiences, as well as end-to-end services for the automotive market through the convergence of design, data and devices.


Operating Structure and Leadership

Upon closing, HARMAN will operate as a standalone Samsung subsidiary, and continue to be led by Dinesh Paliwal and HARMAN’s current management team. Samsung is pursuing a long-term growth strategy in automotive electronics, and plans to retain HARMAN’s work force, headquarters and facilities, as well as all of its consumer and professional audio brands. Samsung believes the combination will increase career development and advancement opportunities for the employees of both companies.

Samsung’s Automotive Electronics Business Team, which was established in December of 2015 to identify opportunities for Samsung in the automotive sector, will work closely with the HARMAN management team to realize the full growth potential of the combination.


Terms of the Transaction

The purchase price represents a premium of 28% based on HARMAN’s closing stock price on November 11, 2016 and a 37% premium to HARMAN’s 30-calendar day volume weighted average price ending November 11, 2016. Samsung expects to use cash on hand to fund the transaction. The agreement has been unanimously approved by the boards of directors of both companies.

The transaction, which is subject to approval by HARMAN shareholders, regulatory approvals and other customary closing conditions, is expected to close in mid-2017.


Advisors

Evercore is serving as financial advisor to Samsung and Paul Hastings LLP is acting as legal counsel. J.P. Morgan and Lazard are serving as financial advisors to HARMAN and Wachtell, Lipton, Rosen & Katz is acting as legal counsel.

[R-BgO]

Samsung's chip, screen sales to drive fourth quarter profit to three-year high - analysts

By Se Young Lee | SEOUL

http://uk.reuters.com/article/uk-samsung-elec-outlook-idUKKB…

Samsung Electronics Co Ltd (005930.KS) is likely to forecast its best quarterly profit in nearly three years on Friday, analysts said, with robust memory chip sales easing the pain of the costly failure of a flagship smartphone.

The South Korean firm discontinued sales of the Galaxy Note 7 phones after some of the devices caught fire, warning of a $2.1 billion hit to its profit in the fourth quarter of 2016 due to expenses tied to an ongoing global recall and lost sales.

But investors are betting a surge in sales of memory chips and organic light-emitting diode screens for smartphones will translate to strong earnings growth for the October-December period and through 2017.

Samsung's operating profit likely rose for a second straight quarter to 8.4 trillion won (5.68 billion pounds) over October-December, according to a Thomson Reuters StarMine SmartEstimate derived from a survey of 15 analysts, up 37 percent from a year ago and the highest since the first quarter of 2014.

"We look for the memory business to post a big earnings improvement and contribute 50 percent of its (Samsung's) total operating profit for Q416," Daiwa said in a report.

Memory chip prices have spiked recently on demand for more firepower on mobile devices. But it is the sales of the higher-end 3D NAND chips which have rallied significantly, helping Samsung rake in profits given it is ahead of its rivals such as Toshiba Corp (6502.T) and SK Hynix (000660.KS) in the mass production of these chips, analysts said.

Samsung's semiconductor profit likely surged to a record 4.5 trillion won for the fourth quarter and 13.1 trillion won for 2016, Eugene Investment said in a report, adding chip earnings will grow further this year on firm demand.

HDC Asset Management's fund manager Park Jung-hoon agreed that the components business outlook appeared "pretty solid".

"We'll have to see how the mobile business does ... but I think Samsung's operating profit should be able to come in somewhere around mid-30 trillion won range (this year)."

For the recently ended quarter, Samsung's mobile earnings likely rebounded from the dismal third quarter on healthy sales of the Galaxy S7 and S7 edge smartphones, analysts said.
...

(Reporting by Se Young Lee; Editing by Himani Sarkar)

[R-BgO]

Antwort auf Beitrag Nr.: 54.015.614 von R-BgO am 05.01.17 11:10:46

Samsung chip business posts record operating profits for 4Q16

Jessie Shen, DIGITIMES, Taipei [Tuesday 24 January 2017]


Samsung Electronics has reported operating profits of KRW9.22 trillion (US$7.9 billion) for the fourth quarter of 2016 - the highest in 13 quarters - while its semiconductor business posted record profits of KRW4.95 trillion.

Samsung's operating profits for fourth-quarter 2016 were 50.2% higher than a year ago, while consolidated revenues were about flat on year at KRW53.33 trillion. The company's semiconductor business consisting of its memory chip and foundry departments saw its profits surge 76.8% on year in the fourth quarter of 2016.

"Fourth quarter earnings were driven by the components businesses, mainly the memory business and the display panel segment," Samsung indicated. "Robust sales of high-end, high-performance memory products and expanded process migration in V-NAND, plus strong shipments of OLED and large-size UHD panels contributed to profitability."

Samsung continued that for 2016, the company managed to achieve solid results despite the Note 7 discontinuation in the second half. Samsung noted the company has been strengthening its component business competitiveness by focusing on value-added products and widening the technology gap in the DRAM business as well as strategic investments in V-NAND and OLED.

Samsung reported operating profits of KRW29.24 trillion on revenues of KRW201.87 trillion for 2016, with profits rising 10.7% on year. Profits generated from its semiconductor business totaled KRW13.60 trillion in 2016, rising 6.3% from a year ago.

Looking forward, Samsung expects its components businesses to enjoy solid demand for value-added semiconductor products and for flexible OLED and large-size LCD panels during 2017. The company will seek to improve profitability in DRAM and NAND amid continued growing demand for data center servers and mobile devices. Meanwhile, Samsung's system LSI unit will continue to diversify its customer base in order to increase earnings.

For display panels, earnings from high-end flexible OLED are expected to increase in 2017 thanks to an expansion in supply, and Samsung expects to meet stronger competition in the LCD market with value-added products focusing on UHD and large-size TV panels.

Although the growth of the global smartphone market is expected to slow in 2017, new services such as artificial intelligence (AI) will be a differentiating factor, Samsung indicated. The company's mobile business will seek to strengthen its leadership in the premium market while strengthening its competitiveness in the mid- to low-end smartphone segments.

In addition, Samsung disclosed total capex executed in 2016 was KRW25.5 trillion, which came below its target of KRW27 trilion due mainly to the year-end investments carrying over to 2017. Investment in the display panel segment reached KRW9.8 trillion, while capex in the semiconductor business came to KRW13.2 trillion with an 8:2 split between the memory and system LSI businesses.

Samsung added its capex plan for 2017 has not been finalized.

[R-BgO]

http://archive.aweber.com/oled-info/I500m/h/The_OLED_Info_ne…

Is Samsung entering the Micro-LED market?

Micro-LED is a promising display technology as it has the potential to enable brighter and more efficient displays compared to OLEDs. It also may be cheaper, but there are still technical challenges to overcome and analysts estimate that micro-LEDs will not be commercialized before 2020. Micro-LED seems to be getting more and more attention lately.

According to an industry insider in Taiwan, Samsung is set to acquire Taiwan's PlayNitride for the company's micro-LED technology for around $150 million. Our inside says that ">Samsung aims to develop micro-LED based displays for VR applications, but may also look into micro-LED based TVs using PlayNitride's technology.

Taiwan-based PlayNitride was established in 2015 to research and develop Nitride related materials and applications. The fabless company is now focusing on GaN based MicroLEDs - it is branding its technology as PixelLED displays. According to reports PlayNitride aims to start producing micro-LED chips towards the end of 2017.

Samsung may be also looking to become Apple's Micro-LED supplier. Apple acquired micro-LED developer LuxVue in May 2014 and has not updated on the technology since, but according to reports Apple is looking into producing small micro-LED displays for future Watch wearables - some say Apple aims to start producing low-volume micro-LED displays by the end of 2017.

[Investor85]

Weiß jemand von welchem Unternehmen hier die Rede ist.Iphone & samsung killer mit neuer Kamera technology.Vielleicht meinen die das One plus 2 handy????

[R-BgO]

Commentary: Implications of Samsung 5G networks

Max Wang, Taipei; Steve Shen, DIGITIMES [Friday 21 July 2017]


Samsung Electronics has accelerated the deployments of its 5G networks and will be ready to commence trial operations of the networks during Winter Olympic 2018, and to demonstrate related technology for business use in 2019. Such developments warrant high attention.

Since the previous generation shifts of wireless communications networks have resulted in drastic changes of the rankings of handset makers, as well as the fates of Nokia, Motorola and Apple, the ushering in of the 5G technology, led by Samsung, is almost likely to bring profound changes to the global mobile communications industry.

The upmost challenge for Samsung to become a leader in the 5G device market and ecosystem will hinge on its ability to offer brand new 5G experiences, which include AR, VR and high-resolution video streaming and real-time broadcasting services to be presented during the upcoming winter Olympic games.

Samsung has injected significant resources into the research and development of 5G mmWave (millimeter wave) channel models, RF ICs, virtualized neworks and other technologies to enable 5G operations within frequency bands ranging from 30-300GHz.

The company has also consolidated its relevant 5G teams, including 5G technology R&D team and 5G strategy development term, into a single unit, dubbed Next Generation Business team, aiming to make its 5G debut a success, for trial and commercial operations.

To make this happen, Samsung also has been establishing partnerships with telecom operators; it has successfully completed an interoperability test between different 5G terminals on its 5G New Radio (5G NR) networks in cooperation with SK Telecom, utilizing a 3.5GHz frequency band.

Samsung aslo is reportedly gearing up its cooperation with third-party concerns to enable a number of applications such as image transmission and IoT across different 5G infrastructure.

Based on this, hardware competition seems no longer to be the key point of the competition for the handset industry in the 5G era; the winners will be those who can integrate related 5G networks and platforms, and these are not necessarily the smartphone vendors themselves.

[R-BgO]

Bombenzahlen für Q2

[R-BgO]

Samsung ready to mass produce MRAM chips using 28nm FD-SOI process
Yiling Lin, Taipei; Jessie Shen, DIGITIMES [Tuesday 26 September 2017]

Samsung Foundry will soon be ready to enter mass production of magnetoresistive random-access memory (MRAM) chips built using 28nm fully depleted silicon-on-insulator (FD-SOI) process technology, according to Korea media reports.

Samsung is reportedly teaming up with NXP and has completed the tape-out of its 28nm FD-SOI embedded MRAM, which will be first applied to NXP's new low-power i.MX-series solution targeted at automotive, multimedia and display panel applications.

In related news, Synopsys announced recently its Design Platform has been fully certified for use on Samsung Foundry's 28nm FD-SOI process technology. A PDK and a comprehensive reference flow, compatible with Synopsys' Lynx Design System, containing scripts, design methodologies and best practices is now available.

"Samsung Foundry's 28FD-SOI technology allows designs to operate both at high and low voltage making it ideal for IoT and mobile applications. Moreover, the FD-SOI technology exhibits the best soft error immunity, and, therefore, is well suited for applications that require high reliability such as automotive," said Jaehong Park, senior VP of Samsung's foundry solutions team, in a statement issued by Synopsys. "Availability of certified Synopsys Design Platform, PDK and reference flow will allow our mutual customers to accelerate adoption of our 28FDS technology."

[R-BgO]

Samsung posts record operating profit for 3Q17
Rodney Chan, DIGITIMES, Taipei [Tuesday 31 October 2017]

Samsung Electronics has announced financial results for the third quarter ended September 30, 2017, reporting revenues of KRW62.05 trillion (US$55.5 billion), compared to KRW14.23 trillion for the same period last year. Operating profit for the quarter reached a record KRW14.53 trillion, compared to KRW9.33 trillion for third-quarter 2016.

Net profit for the quarter came to KRW11.19 trillion, compared to KRW4.45 trillion for the same quarter of 2016.

In third-quarter 2016, strong demand for high-performance memory chipsets for servers and flagship mobile devices was a contributing factor to the company's overall robust performance, according to Samsung. The Semiconductor Business registered significant earnings growth both on year and on quarter. The System LSI added to the earnings rally through increased sales of DDIs and image sensors.

The display panel segment posted an earnings decline despite the expanded sales of flexible OLED panels for premium smartphones, Samsung said. The Mobile Business saw strong shipments thanks to the launch of Galaxy Note 8 and solid sales of the new Galaxy J series, but its earnings declined sequentially due to the higher sales proportion of mass-market smartphones.

The Memory Business achieved strong earnings results for the quarter on the back of high seasonal demand for all memory applications, the trend toward higher density chips and a continuation of favorable supply and demand conditions and prices, said the vendor. For NAND, the launch of flagship smartphones and the expansion of cloud infrastructure drove strong demand. For DRAM, demand for applications used in servers, mobile devices, PCs and game consoles also remained solid.

For the OLED business, an increase in shipments of flexible displays for customers' new flagship smartphone launches drove an increase in sales. However, earnings declined sequentially due to an increase in start-up costs of the new OLED production line and increased competition within rigid OLED products. For the LCD business, third quarter earnings declined, as an imbalance in supply and demand led to a decrease in the ASP of LCD panels. Furthermore, capacity expansion in the LCD industry continues to impact prices.

Samsung's TV business saw significant improvements in earnings sequentially, driven by increased sales of premium products including QLED TVs. However, due to the higher cost of LCD TV panels and weakening demand of the TV market, earnings were modestly lower compared to the same period of last year.

Looking ahead to the fourth quarter, the company anticipates tight supply and demand conditions to continue for the Memory Business due to strong demand for servers and mobile devices. For the Display Panel segment, increased shipments of flexible OLED products and the release of new rigid OLED panels will improve earnings. However, the LCD segment will be met by weak seasonality, coupled with expanded panel supply. For the Mobile Business, the company will try to maintain solid earnings by increasing flagship sales through the global roll out of the Galaxy Note 8. Meanwhile, the Digital Appliances Business expects to continue revenue growth by ramping up sales of new products including washing machines with QuickDriveTM technology and POWERstick PRO vacuum cleaners. The TV business will focus on increasing sales of premium products including QLED and ultra-large screen TVs.

Moving on to business prospects for 2018, the company expects earnings to grow primarily from the component businesses, as conditions in the memory market are likely to remain favorable and the company expects increased sales of flexible OLED panels. For the Memory Business, demand for high-density, high-performance NAND will increase, as the need for larger data capacity in servers and mobile devices grows.

The company expects positive growth in the DRAM market, due to the development of technologies in big data, artificial intelligence (AI) and machine learning, in which faster processing and analysis of data are critical. The technological advancement of mobile devices with dual camera, 3D sensors and on-device AI will spur DRAM growth. As for next year's outlook for the System LSI and Foundry Businesses, Samsung will continue to drive favorable earnings growth by increasing the supply of 10nm products and image sensors, and will also focus on strengthening the competitiveness in the sub 7nm process through investment in the EUV-related infrastructure.

In the display segment, Samsung will continue seeking growth by addressing market demand for flexible OLED display panels with differentiated technology, as OLED is set to become a mainstream feature in smartphones. Although global competition in the LCD panel business is expected to intensify in 2018, Samsung will strive to ensure its profitability by solidifying partnerships with key customers and enhancing the lineup of ultra-large size, high resolution, quantum dot and frameless panels.

As for the Mobile Business, Samsung will strengthen its leadership in the high-end market with flagship smartphones and improve profitability through optimizing product lineups. Moreover, the company will strive to secure business growth opportunities through new technologies such as 5G and by strengthening the services and software competencies.

[Magictrader]

Samsung ist in 11 Monaten kräftige 70% gestiegen, ist eine Korrektur zu erwarten oder brummen die Geschäfte derart gut, dass die Aktie eine Halteposition bleibt? Danke

[Magictrader]

p.s.: Wem es noch nicht bekannt sein sollte: Samsung wird an jedem iPhone X rund 100 Dollar verdienen, da man das OLED-Display liefert, besser kann es kaum laufen!

[R-BgO]

Antwort auf Beitrag Nr.: 56.071.082 von Magictrader am 01.11.17 11:03:37

bist Du sicher, dass

es nicht 100$ Umsatz pro iPhone sind?

es nicht Samsung Display anstatt Samsung Electronics ist?

[R-BgO]

Antwort auf Beitrag Nr.: 56.064.206 von R-BgO am 31.10.17 11:05:43

Samsung capex to reach KRW46.2 trillion in 2017
Jessie Shen, DIGITIMES, Taipei [Wednesday 1 November 2017]

Samsung expects capital expenditure (capex) for 2017 to be approximately KRW46.2 trillion (US$41.5 billion), a significant increase from 2016. Capex for the semiconductor and display businesses will be KRW29.5 trillion and KRW14.1 trillion, respectively.

Samsung also disclosed in the third quarter the company invested KRW10.4 trillion including KRW7.2 trillion for the semiconductor business and KRW2.7 trillion for the display segment. This brings the cumulative capex to KRW32.9 trillion as of the end of the third quarter.

Samsung's investments in its memory business are mainly focused on the Pyeongtaek fab where the company plans to expand capacity to address rising demand for the company's V-NAND technology; DRAM process migration; and supplementing any capacity loss resulting from the migration.

For the foundry business, Samsung is increasing its 10nm capacity to address rising demand for cutting-edge process technology. And for the OLED business, Samsung has been concentrating its investments on expanding capacity for flexible panels to respond to growing demand.

In the fourth quarter, a substantial portion of the investments will be made in the semiconductor business to build infrastructure related to new sites and cleanrooms, according to Samsung.

Samsung saw its operating profits climb to a record KRW14.53 trillion in the third quarter of 2017. The company credited the positive performance to "strong demand for high-performance memory chipsets for servers and flagship mobile devices."

[Magictrader]

Natürlich macht Samsung keine 100 Dollar Gewinn je iPhone, man hat nur die entsprechende Einnahme je Stück. Ist Samsung Mobile Display keine direkte Tochter? Danke

[R-BgO]

Antwort auf Beitrag Nr.: 56.089.538 von Magictrader am 03.11.17 09:50:16

zumindest werden sie mit konsolidiert

[DWalther]

Leute , kauft Euch Samsung Aktien !

Wie hier bereits geschrieben, kommt das iPhone X Display von Samsung -
das Gerät verkauft sich blendend , und Apple berechnet für einen Displaytausch 310€ !

Das OLED Display in dieser Qualität nachzubauen halte ich für extrem schwierig ,
so dass Samsung in der nächsten Zeit höchstwahrscheinlich sehr gute Gewinne mit
diesem Produkt machen wird.

[charliebraun]

Bin verspätet auch mit dabei. Wer eine Ahnung über die mögliche Nachfrage-Angebot-Entwicklung am DRAM- und NAND-Markt (Samsung größter Produzent im Oligopol) haben möchte, sollte diesen großartigen Artikel lesen:

The 'Weight Of Memory' - Apple And Samsung In The New Computing Era
https://seekingalpha.com/article/4125286-weight-memory-apple…

Auch für Micron-Bullen sehr zu empfehlen.

[R-BgO]

Antwort auf Beitrag Nr.: 56.198.928 von charliebraun am 16.11.17 14:06:02

habe auch

noch mal verteuert

[nickelich]

Hat jemand eine Erklärung für den Kursrückgang von 900 auf unter 800? Ich fand nichts dazu.

[Boersenfreund9]

Antwort auf Beitrag Nr.: 56.432.467 von nickelich am 12.12.17 16:22:53

KGV

KGV geschätzt für 2018 unter 7.

Ist doch supi. Vor allem für so eine breit qualitativ und bekannte Tech Firma.

[nickelich]

Antwort auf Beitrag Nr.: 56.723.526 von Boersenfreund9 am 15.01.18 21:37:40

Wegen der Drohungen aus Nordkorea haben wohl einige Fonds kalte Füße bekommen. Ich gehe von einer Erholung aus. Auch 2018 wird Samsung wieder klotzig verdienen.

[Boersenfreund9]

Antwort auf Beitrag Nr.: 56.729.631 von nickelich am 16.01.18 13:46:21

Umsatzsprung

Von 2016 auf 2017 gibt es zudem einen fetten Umsatz und Gewinnsprung. Für so einen großen Wert wie Samsung echt heftig.

Ist schon deutlich besser als Apple und deutlich breiter aufgestellt.

Ich sag mal kaufen kaufen kaufen nicht vergessen.

[Magictrader]

Deutlich günstiger als Apple bewertet und inzwischen auch einige Prozent auf 774 konsolidiert. Sicherlich ist auch die Absicht Apples, weniger Chips von Samsung abzunehmen eine Ursache für die etwas rückläufigen Kurse. Bleibt für mich aber ein Basisinvestment, aktuell zumindest eine Halteposition.

[Boersenfreund9]

Antwort auf Beitrag Nr.: 56.745.024 von Magictrader am 17.01.18 16:56:03

Halteposition

Welche Aktien sind denn für dich ein Kauf?

[R-BgO]

Samsung, Apple remain top semiconductor customers
Jessie Shen, DIGITIMES, Taipei Monday 29 January 2018

Samsung Electronics and Apple remained the top two semiconductor chip buyers in 2017, representing 19.5% of the total worldwide market, according to Gartner. Samsung and Apple together consumed US$81.8 billion of semiconductors in 2017, an increase of more than US$20 billion from 2016.

"Samsung Electronics and Apple not only retained their respective No. 1 and No. 2 positions, they also radically increased their share of semiconductor spending through 2017," said Masatsune Yamaji, principal research analyst at Gartner. "These two companies have held on to the top positions since 2011 and they continue to exert significant influence on technology and price trends for the whole semiconductor industry."

Eight of the top 10 companies in 2016 remained in the top 10 in 2017, with the top five chip buyers remaining in the same positions, Gartner said. LG Electronics returned to the top 10 and was joined by newcomer Western Digital, which grew its semiconductor spending by US$1.7 billion in 2017. BBK Electronics rose one place to sixth, increasing its semiconductor spending by US$5.7 billion.

A significant price increase of DRAM and NAND flash memory had a big impact on semiconductor buyers' ranking through 2017, Gartner noted. Most original equipment manufacturers (OEMs), even the big ones, could not avoid the risk of a memory chip shortage and rise of memory prices through 2017. Supply shortages occurred not just in the memory IC market, but also in other semiconductor chip markets, such as microcontrollers and discrete, as well as in the passive component market, which benefited the suppliers but troubled the OEMs. On the other hand, successful OEMs are often differentiating their products with their own captive silicon solutions. The increase in OEMs' captive chip spending is a great risk for commercial chip vendors' future growth, Gartner said.

Semiconductor spending by the top 10 OEMs increased significantly, and their share reached 40% of the total semiconductor market in 2017, up from 31% 10 years ago. This trend is expected to continue, and Gartner predicts that, by 2021, the top 10 OEMs will account for more than 45% of total global semiconductor spending.

"With the top 10 semiconductor chip buyers commanding an increasing share of the market, technology product marketing leaders at chip vendors must focus on their leading customers," said Yamaji. "They will need to prioritize direct sales and technical support resources to these top customers by exploiting online technical support capabilities and outsourcing the support for long-tail customers to third-party partners and distributors."

[charliebraun]

#BUSINESS NEWSJANUARY 31, 2018 / 12:57 AM / UPDATED 10 MINUTES AGO

Led by a stellar fourth quarter, the company brought home an annual profit of 53.7 trillion won in 2017, outstripping a record of 36.8 trillion won reached in 2013.

Operating profit for the three months ended December rose 64 percent on year, in line with the company’s forecast, to 15.15 trillion won ($14.13 billion), Samsung said in a regulatory filing.
https://www.reuters.com/article/us-samsung-elec-results/sams…

[R-BgO]

Antwort auf Beitrag Nr.: 56.880.854 von charliebraun am 31.01.18 01:55:35

Samsung 4Q17 profits surge on robust chip demand
Jessie Shen, DIGITIMES, Taipei Wednesday 31 January 2018

Robust memory chip demand boosted Samsung Electronics' profitability in the fourth quarter of 2017, when the vendor's net profits surged 72.9% on year to KRW12.26 trillion (US$11.5 billion).

Samsung reported operating profits of KRW15.15 trillion on consolidated revenues of KRW65.98 trillion for the fourth quarter of 2017. Operating profits were 64.3% above the levels one year ago, while revenues represented a 23.7% increase.

Samsung indicated fourth-quarter earnings were driven by its components operations particularly the DRAM and NAND memory business. Memory chip orders for servers and mobile storage were strong.

Samsung's semiconductor division posted KRW10.90 trillion in operating profits on consolidated revenues of KRW21.11 trillion for the fourth quarter. The company noted its memory business achieved strong earnings amid favorable market conditions. For its system LSI business, earnings slowed as sales of mobile processors and image sensors decreased under weak seasonality.

Earnings for Samsung's foundry business also declined on seasonal factors in the fourth quarter. However, the ramp-up of its second-generation 10nm process products for flagship smartphones and growing demand for cryptocurrency mining chips will drive the unit's earnings growth in the first quarter of 2018.

Samsung's display panel business, which manufactures OLED and LCD screens, enjoyed rising shipments of OLED panels for premium smartphones in the fourth quarter, the company disclosed. In contrast, profitability for LCD panels decreased due to weak seasonality, which dampened sales and ASP.

Samsung's display panel operations generated KRW11.18 trillion in consolidated revenues and KRW1.41 trillion in operating profits in the fourth quarter. Despite falling sales of its LCD panels, total earnings for the business grew sequentially driven by increased shipments of OLED panels for flagship smartphones.

Meanwhile, Samsung's IT & mobile communications division posted operating profits of KRW2.42 trillion on consolidated revenues of KRW25.47 trillion in the fourth quarter. The company saw its total smartphone shipments fall compared to the prior quarter. A hike in marketing costs also eroded the earnings generated by its mobile segment during the fourth quarter.

Samsung's CE division comprising the TV and home appliances businesses posted profit gains in the fourth quarter. Earnings generated from its TV segment registered sequential growth thanks to increased sales of premium products including ultra large-size and QLED models.

Looking into the first quarter of 2018, Samsung expects strong memory demand for data centers, a pick-up in system LSI product shipments and improvement in AP and image sensor orders for flagship smartphones to make a positive contribution to its performance during the quarter despite the period being a traditionally weak season.

Samsung also expects its mobile business to see earnings improvement in the first quarter of 2018, thanks to the availability of its upcoming Galaxy S9 model.

Samsung's revenues and operating profits for all of 2017 came to KRW239.5 trillion and KRW53.65 trillion, respectively, up 18.6% and 83.4% from a year earlier.

In addition, Samsung disclosed its capex for 2017 reached KRW43.4 trillion. Capex plans for 2018 have not been finalized, but the company expects the total amount to decrease on an annual basis.

In other news, Samsung's board of directors has approved a 50:1 stock split as a step to enhance shareholder value. The board believes the stock split will make investing in Samsung more accessible and provide dividends to a wider range of investors from 2018.

[charliebraun]

Antwort auf Beitrag Nr.: 56.883.833 von R-BgO am 31.01.18 11:00:29

Keine Ahnung, ob der Stocksplit auch die GDR betrifft, aber ich hätte nichts dagegen, 50 mal so viele Aktien zu bekommen.

[nickelich]

Der Überschuss stieg im vierten Quartal 2017 im Jahresvergleich um 73 Prozent auf 12,26 Billionen Won (9,2 Milliarden Euro)

Umsatz + 24%

Samsung verdient so viel Geld wie noch nie - ein Grund dafür ist auch der Bitcoin-Hype

Quelle :
http://www.chip.de/news/Samsung-verdient-so-viel-Geld-wie-no…

[sorby]

Antwort auf Beitrag Nr.: 56.884.973 von charliebraun am 31.01.18 12:16:04

Hallo Charlie,
Die Originalakte WKN 888322 wird an deutschen Börsen nicht gehandelt. Dafür hat Korea zwei GDRs ausgegeben, die 881823 und die 896360. Eine von den beiden wirst Du ja im Depot haben. Beim Aktiensplit der Originalaktie partizipieren natürlich auch die GDR im selben Verhältnis. Das gleiche gilt auch für ADR, die von den USA ausgegeben werden.

[R-BgO]

Samsung reportedly to sign MoU with China NDRC
Jessie Shen, DIGITIMES, Taipei Friday 2 February 2018

Samsung Electronics reportedly will sign a memorandum of understanding (MOU) with China's National Development and Reform Commission (NDRC), which has expressed concerns over Samsung's significant role in memory-chip price increases.

A report by Business Korea quoted Kim Dong-yeon, South Korea's finance minister and deputy prime minister, as saying he plans to discuss an MoU between Samsung and the NDRC during his visit to China. Kim did not elaborate on the planned MoU details.

The planned agreement between Samsung and China's NDRC will be about "comprehensive cooperation," the Business Korea report cited an unspecified government official as indicating.

Market research firm DRAMeXchange believes the MoU between Samsung and NDRC will cover cooperation in the chip sector, such as more investments from Samsung in China and technical collaboration. Samsung is also likely to agree to moderate DRAM price hikes to mitigate rising component costs encountered by China's smartphone vendors.

DRAM prices have been rising over the past six quarters, putting pressure on China-based smartphone vendors' operating costs, DRAMeXchange indicated. The issue started to draw the attention of NDRC at the end of 2017, and the China government is looking to intervene to stabilize the memory prices. Such intervention is expected to moderate mobile DRAM price increases in the first quarter of 2018, DRAMeXchange said.

Continued growth in DRAM memory prices has also put pressure on China's memory startups. Stabilization in the chip prices will help encourage China-based suppliers to expand their production capacities and improve the firms' profitability, according to DRAMeXchange.

[Tratsch]

Antwort auf Beitrag Nr.: 56.891.984 von sorby am 31.01.18 20:56:24

Aktiensplit der Originalaktie

Wann sollte denn dieser erfolgen?
Übrigens kann ich mir unter "partiziperen" in Bezug auf die GDRs (abgebildere Anzahl Aktien //bzw Kurs) nicht wirklich etwas Eindeutiges vorstellen.
Vielleicht kann ich noch aufgeklärt werden.

Auf ein schönes Woe
Tratsch

[sorby]

Antwort auf Beitrag Nr.: 57.238.171 von Tratsch am 09.03.18 18:29:26

Hallo Tratsch,
ADR (American Depository Receipt) werden stellvertretend für hier nicht gehandelte amerikanische Aktien verwendet.
GDR (Global Despositary Receipt) sind ebenfalls Hinterlegungsscheine für ausländische Aktien, wie in unserem Fall Samsung GDR.
Wenn nun die nur an der Heimatbörse gehandelte Aktie splittet, erfolgt dies in gleichem Maße für die GDR bzw. die ADR.
Wenn Du also z.B. fünf GDR von Samsung im Depot hast (z.B. WKN 881823), sind das nach dem Split 250. Selbstverständlich teilt sich der Kurs auch um 50. Nehmen wir heute einen Kurs von 800 Euro für eine GDR an, hast Du nach dem Spit 50 GDR zu einem Wert von je 16 Euro.
Wann der Split kommt, weiß ich nicht, ich habe auch noch nichts dazu gefunden.

[R-BgO]

Antwort auf Beitrag Nr.: 56.914.445 von R-BgO am 02.02.18 16:30:26

Samsung expects exponential growth for QLED TV shipments in 2018
Max Wang, Taipei; Steve Shen, DIGITIMES Friday 25 May 2018

Samsung Electronics is expected to see shipments of its high-end QLED TVs expand robustly in 2018, buoyed by enriched product portfolios and functionalities, according to Simon Sim, head of TV & AV, Samsung Electronics Southeast Asia & Oceania.

Through Samsung's SmartThings IoT networks, the QLED TVs can be connected seamlessly with a user's smartphones, allowing the user to control all related devices through a single interface that comes with remote-control and voice assistant functionalities, Sim said.

The new QLED TVs in 2018 will also come with a new functionality to achieve more accurate color and reach a 100% color space, while supporting HDR technology, Sim added.

The new QLED will also offer better gaming experiences as the new models also come with fast FRC (frame rate conversion) and VRR (variable refresh rate), as well as a Steam Link fast key for playing Steam's titles.

Demand for large-size TVs, particularly those over 55-inch, has continued to expand robustly, Sim said. Taking Taiwan for example, sales of TVs ranging from 55- to 65-inch sizes grew 19% on year to 156,000 units in 2017, while shipments of 75-inch models expanded 32% to 3,500 units.

Meanwhile, market watchers in Taiwan expects Samsung's shipments of QLED TVs to reach 3.5-4 million units in 2018.

In addition to maintaining its leading position in the QLED TV segment, Samsung has been serving as the top vendor of all kinds of TVs in the past 12 year and is currently holding an over 60% share in most markets in Europe and South America, said the sources.

Samsung will remain the number one vendor of slim type TVs in 2018 with its shipments totaling over 40 million units, the sources estimated.

[Boersenfreund9]

Der Gewinn aus den Kerngeschäften werde im Jahresvergleich um 58 Prozent auf etwa 15,6 Billionen Won (etwa 12 Milliarden Euro) steigen, teilte das südkoreanische Technologieunternehmen am Freitag in seinem Ergebnisausblick mit. Genaue Geschäftszahlen legt der Marktführer bei Smartphones, Speicherchips und Fernsehern wie üblich erst zu einem späteren Zeitpunkt vor.
Die Zahlen liegen laut einer Umfrage der nationalen Finanznachrichtenagentur Yonhap Infomax unter 20 Wertpapierhäusern deutlich über den Erwartungen des Markts. Beim Umsatz rechnet Samsung mit einem Anstieg von knapp 19 Prozent auf 60 Billionen Won.
WERBUNG


inRead invented by Teads
Im Geschäft mit Halbleitern profitiert Samsung von der weiterhin starken Nachfrage nach Datenzentren und Smartphones. Mit Halbleitern verdient das Flaggschiff-Unternehmen der Samsung-Gruppe mit Abstand das meiste Geld.
Zudem dürfte nach Einschätzung von Analysten in den Monaten Januar bis März der Gewinn in der Sparte IT und mobile Kommunikation (Smartphones) höher als erwartet ausgefallen sein. Samsung hatte noch vor Ende des Quartals sein neues Smartphone-Spitzenmodell Galaxy S9 herausgebracht.
SEOUL (dpa-AFX)

Mal eine ältere Nachrichten in grauen Tagen und damit Samsung nicht vergessen wird. Die Aktie ist auch ganz ordentlich verprügelt worden.

[R-BgO]

habe gestern in einem Vortrag etwas darüber gehört,

dass in China derzeit drei stattlich geförderte DRAM-Fabriken entstehen sollen...


Weiß jemand was darüber?

[R-BgO]

Samsung posts record chip profit in 2Q18
Jessie Shen, DIGITIMES, Taipei Wednesday 1 August 2018

Samsung Electronics' semiconductor division enjoyed record-high earnings in the second quarter of 2018, driven by robust demand for DRAM memory used in data center applications and NAND flash chips for high-capacity storage. However, the chip unit's strong profits were offset by falling earnings from the company's smartphones and display operations during the quarter.

Samsung's semiconductor business posted record operating profits of KRW11.61 trillion (US$10.4 billion) on consolidated revenues of KRW21.99 trillion for the second quarter of 2018. The unit accounted for as high as 78% of Samsung's overall operating profits during the quarter.

However, operating profits from Samsung's IT & mobile communications (IM) and display panel (DP) units both fell sequentially and on year in the second quarter of 2018. Samsung's overall operating profits slid nearly 5% sequentially to KRW14.87 trillion in the second quarter.

"The memory business achieved strong results despite weak seasonality, as overall demand growth was solid driven by servers for data centers," Samsung said in a statement. "For the foundry business, total earnings continued to grow QoQ due to strong demand for high performance computing (HPC) chipsets, mobile APs and image sensors."

Samsung reported consolidated revenues of KRW58.48 trillion for the second quarter of 2018, down 3.4% sequentially and about 4% on year. "Second quarter revenue fell due to softer sales of smartphones and display panels, despite robust demand for memory chips," the company said in a statement.

Samsung's IM division, which used to account for the majority of the vendor's overall operating profits, posted operating profits of KRW2.67 trillion on revenues of KRW24.0 trillion in the second quarter of 2018. Profits and revenues for the quarter represented sequential decreases of 29.2% and 15.6%, respectively.

"Samsung's smartphone shipments and revenue declined QoQ due to the slow sales of Galaxy S9 and S9+ as well as the phasing out of older low-end models," the company noted. Higher marketing expenses also led to the profit decrease. "Samsung will seek to expand sales by introducing a new Galaxy Note earlier than usual," it continued. "Also, Samsung plans to strengthen price competitiveness and adopt advanced technology in the mass models."

Samsung's DP business posted operating profits of KRW0.14 trillion on revenues of KRW5.67 trillion for the second quarter. Profits and revenues fell 65.9% and 24.8%, respectively, on quarter.

"For OLED, earnings decreased QoQ despite improved factory utilization for rigid products, as demand from major customers for flexible panels remained slow," Samsung noted. "Earnings from LCD also declined from the previous quarter as the shipment and average panel price continued the downward trend."

Looking forward, Samsung expects its profits to edge higher in the second half of 2018, thanks to "sustained strength in the memory market and growing demand for flexible OLED panels."

[R-BgO]

aufgestockt

[charliebraun]

Antwort auf Beitrag Nr.: 58.349.229 von R-BgO am 01.08.18 12:07:20

Gestern aus Samsung raus. War nicht unbedingt als Geldparkplatz geeignet, -10%.

[R-BgO]

Antwort auf Beitrag Nr.: 58.349.358 von charliebraun am 01.08.18 12:19:53

mit welchem/n Zeithorizont/en

legst Du an?

Bei mir ist Samsung ein >10 Jahres-Invest

[charliebraun]

Antwort auf Beitrag Nr.: 58.349.472 von R-BgO am 01.08.18 12:28:20

Kommt drauf an. Das war schon für länger gedacht, überzeugt mich jetzt micht mehr so. War zum Teil auch Cashmanagement. Und ich seh jetzt in Richtung Chipsektor bessere Chancen als Samsung, zB ICHR. https://www.wallstreet-online.de/diskussion/1285214-1-10/chi…

[pickuru]

Samsung to invest $22 billion into new growth areas like A.I. and 5G

https://www.cnbc.com/2018/08/08/samsung-to-spend-22-billion-…

[pickuru]

Ein Mikrofon für jeden Raum – Samsung will alle Geräte vernetzen

https://www.handelsblatt.com/unternehmen/it-medien/samsung-e…

[Checker21]

Hier ist es auch ganz schön ruhig geworden...was sagt ihr zu Samsung? Haben wir noch Potenzial?

[pickuru]

DIE SAMSUNG-REPUBLIK

http://www.punktmagazin.ch/wirtschaftliches/die-samsung-repu…

[R-BgO]

[Checker21]

Wo geht die Reise hin nach den Quartalszahlen?

[pickuru]

Samsung warnt vor Ende des Chipbooms

https://boerse.ard.de/aktien/gewinnsprung-bei-samsung100.htm…

[R-BgO]

nochmal nachgelegt

[Schnaeppchensucher]

Samsung ist mein Top-Favorit für die Zeit nach dem nächsten Crash

[Fluglotse]

Antwort auf Beitrag Nr.: 59.240.575 von Schnaeppchensucher am 17.11.18 17:21:43

Zitat von Schnaeppchensucher: Samsung ist mein Top-Favorit für die Zeit nach dem nächsten Crash

Panasonic nicht vergessen

[crimson]

In Seoul rutschen Samsung Electronics um 3,4 Prozent ab auf ein 21-Monatstief. Nach einer Veranstaltung des Unternehmens mit Investoren am Vortag haben neun von zwölf Research-Häusern ihre Kursziele für die Aktie gesenkt und das, nachdem die Samsung-Aktie in sechs der vergangenen sieben Monate bereits Verluste eingefahren hatte. Hintergrund sind Befürchtungen, dass der Boom bei den Speicherchips, der maßgeblich für die Gewinne bei Samsung verantwortlich sei, abflauen dürfte und die Nachfrage nach Smartphones schwach bleiben werde. Im bisherigen Jahresverlauf hat die Aktie nun fast 25 Prozent an Wert verloren.

[R-BgO]

https://www.cnbc.com/2019/01/08/samsung-q4-guidance-.html

*Samsung Electronics said on Tuesday that its fourth-quarter earnings likely decreased sharply due to lackluster demand in its memory chip business as well growing competition in the smartphone segment.

*The South Korean tech giant predicted operating profit for the three months ended December was approximately 10.8 trillion Korean won ($9.67 billion).

*That was 28.71 percent down from a year ago and 18.18 percent less than the 13.2 trillion won analysts had predicted.

[Popeye82]

http://futurism.com/the-byte/samsungs-perfect-full-screen-ph…
http://en.yna.co.kr/view/AEN20190314008700320
http://futurism.com/the-byte/samsung-galaxy-fold

[R-BgO]

Antwort auf Beitrag Nr.: 59.583.482 von R-BgO am 08.01.19 13:32:33

gar nicht gut:

https://www.reuters.com/article/us-samsung-elec-forecast/sam…

First time ever Gewinnwarnung:

"Samsung did not elaborate on the purpose of its filing. A company official confirmed the global leader in smartphones, televisions and computer chips had not previously provided comment before its official earnings estimate."

[moerike8]

Hat jemand von euch Dividende im 1. Quartal bekommen? Mein letzter Eingang war am 30.11. Habe die ISIN US7960502018.

[crimson]

Ich habe in diesem Jahr noch keine Dividende bekommen.

[nickelich]

Antwort auf Beitrag Nr.: 60.195.686 von R-BgO am 26.03.19 10:36:45

Seit der Gewinnwarnung stieg der Kurs um mehr als 5 %.

[R-BgO]

[R-BgO]

Samsung set to lose semiconductor market lead in 2019
Jessie Shen, DIGITIMES, Taipei Monday 15 April 2019

Samsung Electronics increased its lead as the No. 1 semiconductor vendor due to the booming DRAM market in 2018, according to Gartner. However, the memory chip giant is likely to slip to second position in 2019.

As high as 88% of Samsung's revenues comes from memory sales. "Samsung's lead is literally built on sand, in the form of memory silicon, and those shifting sands in 2019 will almost certainly lead to Samsung losing its No. 1 semiconductor crown to Intel in 2019," said Andrew Norwood, research VP at Gartner.

Worldwide semiconductor revenues totaled US$474.6 billion in 2018, a 12.5% increase from 2017, Gartner disclosed. Growth was weaker than the 21.9% on-year increase in 2017, due to memory growth slowing to 24.9% in 2018 from 61.8% a year earlier.

"Despite slowing growth, the memory market was still the largest semiconductor market, accounting for 34.3% of revenue," Norwood continued. "This was driven by increases in average selling prices (ASPs) for DRAM for the majority of 2018. However, ASPs began to decline in the fourth quarter and this will continue through most of 2019 due to oversupply conditions."

Intel's semiconductor revenues grew by 12.9% compared with 2017, despite delays in the introduction of 10nm manufacturing process and a constrained low-end CPU supply situation in the second half of 2018, Gartner said. SK Hynix experienced the strongest growth among the top-10 worldwide semiconductor vendors with a 37.4% surge in 2018.

In addition, Gartner indicated that the second-largest category - application-specific standard products (ASSP) - saw growth of only 5.1% due to a stalling smartphone market combined with a tablet market that continues to decline. Vendors that rely heavily on these end markets to sell application processors, modems and other components in many cases saw semiconductor revenues decline. Leading vendors in these areas, including Qualcomm and MediaTek, are aggressively expanding into adjacent markets with stronger prospects for growth, including automotive and IoT applications. However, similar to the maturation of the PC market, a mature smartphone market is likely to continue to be a headwind in 2019 for companies with high exposure, Gartner believes.

[R-BgO]

Antwort auf Beitrag Nr.: 60.361.555 von R-BgO am 15.04.19 20:05:18

TSMC, Samsung to compete for 5G modem orders
https://www.digitimes.com/news/a20190418PD204.html?mod=2
Monica Chen, Hsinchu; Jessie Shen, DIGITIMES Thursday 18 April 2019

TSMC and Samsung Foundry have both disclosed more updates on their EUV process technologies, and are gearing up for a pick-up in replacement demand for smartphones driven by 5G connectivity.

Obtaining key 5G smartphone modem chip orders also plays a part of both foundries' EUV process ambitions. TSMC has already obtained orders from HiSilicon and MediaTek for their 5G modems, and is believed to be competing with rival Samsung for Qualcomm's orders, according to industry observers.


EUV a battlefield technology

TSMC disclosed recently plans for 6nm EUV-based process technology, with risk production scheduled for the first quarter of 2020. The foundry is also expected to kick off commercial production of chips using 7nm EUV process technology later in the second quarter of 2019, the observers said.

TSMC reportedly has obtained orders for Qualcomm's next-generation Snapdragon 865 chips. But if Samsung improves its EUV process yield rates to satisfactory levels, Qualcomm may shift part of the orders to Samsung for cost reasons, the observers indicated.

Samsung has claimed the availability of its first process node with EUV lithography technology since October 2018, with mass production already kicking off. Samsung also unveiled recently that its 5nm FinFET process technology is complete in its development and is ready for customers' samples.


Qualcomm to supply 5G iPhone modems; Intel exits

Qualcomm is set to be a major 5G modem supplier for the first 5G iPhone, after reaching a six-year deal with Apple to end the lawsuits between the companies and supply 5G modems for the iPhone.

However, just after Qualcomm's announcement of its settlement with Apple, Intel revealed its decision to quit making modem chips for 5G smartphones. Intel said it will focus on 4G and 5G modems in PCs, IoT and other data-centric devices, and will also continue to invest in its 5G network infrastructure business.

Some industry sources said they were not surprised by Intel's exit, given Apple being the only target customer of its 5G smartphone modem business. The resources Intel would have had to pour into developing 5G modems for smartphones would be disproportionate to profits it might have gained from the business, the sources indicated. For Intel, 5G smartphone modems would not be the chip giant's main profit driver.

Intel was previously identified as being among the major 5G smartphone modem chip developers, which also include Samsung, HiSilicon and MediaTek in addition to Qualcomm.

Intel's discontinued 5G tie-up with China's state-owned Unisoc, previously know as Unigroup Spreadtrum & RDA, had already signaled the chip giant's intention to exit the 5G smartphone modem business. Unisoc previously planned to roll out a high-end 5G smartphone solution utilizing an Intel modem, but has introduced its own 5G modem instead.

Given Apple's efforts to diversify its supplier base, other 5G modem chip providers all have a chance to become a second-source supplier of 5G iPhone modems.

Samsung is also probably eyeing orders for 5G smartphone modems. However, it remains to be seen whether Apple will use Samsung's 5G modems if Samsung asks Apple to shift part of its A-series processor manufacturing orders to the South Korea-based supplier as a condition of the modem supply deal, according to industry sources.

[moerike8]

Antwort auf Beitrag Nr.: 60.299.530 von moerike8 am 07.04.19 18:57:32

Am Dienstag kam dann doch noch die Dividende von Samsung.

Schlusstag: 27.12.2018
Valuta: 26.04.2019

Hat 4 Monate gedauert

[nickelich]

Antwort auf Beitrag Nr.: 60.467.831 von moerike8 am 02.05.19 07:52:48

Die Dividendenabrechnungen von Samsung ADR kommen immer verspätet, manchmal nur einen Monat, meist dauert es noch länger. Die Dividendenzahlung erfolgt bekanntermaßen quartalsweise.
Die Hauptversammlung findet jeweils im März statt, lese ich auf finanzen.net. Aber das hat nichts zu sagen. Ist nicht wie in Deutschland, wo am Folgetag die einzige Dividende gezahlt wird. Die Dividenden müssen erst bei der amerikanischen Bank verbucht werden, die den ADR herausgegeben hat. In USA gibt es noch richtige Zinsen, da behält man das Geld lieber noch etwas länger im Hause.

Bekam mit Post vom 26.4.2019 zwei Dividendengutschriften für Samsung ADR WKN 881823 mit ähnlichem Betrag. Schlussdividende Ex-Tag 28.12.2018 auf der einen, Zwischendividende Ex-Tag 28.3.2019 auf der anderen Abrechnung.
Am 2.5.2019 dann Storno der Dividendengutschrift mit Ex-Tag 28.3.2018, also der Schlussdividende. Da scheint eine richtige Abrechnung storniert worden zu sein, die auf allen von mir angeschauten Finanzseiten zu finden ist.

Statt ADR schrieb die Bank von GDR, aber die WKN bezog sich jeweils auf ADR, das war schon mal richtig. Die GDR hat einen viel höheren Kurs.

Bei Hyundai habe ich ähnlichen Ärger.

[R-BgO]

[guensing]

Hervorragendes Management der Corona-Krise. Bei Samsung drängen sich Käufe auf, und 900 Euro wird nicht der Kursgipfel bleiben, möchte man die aktuelle Situation einschätzen...

[Katzemaus]

Elektro, Elektro und nichts als Elektro.
Das ist die Welt von heute und von morgen. Was braucht man dazu, genau Kobalt! Wer baut Kobalt ab, genau Giga Metals.

[eickhoff]

Hat Samsung am Dienstag die Quartalsdividende gezahlt?

[Kuschie]

Gibt es keine Hebelprodukte zu Samsung SDI ?

[guensing]

Das Papier von Samsung sollte demnächst über 1000 Euro steigen, und wäre damit durchaus nicht
überbewertet.

[Magictrader]

Die 1000 haben wir schon hinter uns gelassen, im Vergleich zu Apple und Xiaomi wirkt Samsung dennoch nicht überteuert, das KGV liegt erheblich tiefer. Immerhin haben wir hier einen Innovationsführer.
In der Tat gibt es auf die Akkutochter SDI kaum Derivate, auch auf Samsung findet man wenig.
Allgemein befassen sich viel zu wenige Anleger mit diesen hervorragenden Konzernen, man zahlt lieber Faktor 2, 3 oder 4 für trendige Robinhood-Werte, anstatt auf günstige starke Marktführer zu setzen.

[Magictrader]

Samsung soll scheinbar künftig auch ein nennenswerter Konkurrent im Segment unserer Varta AG sein schrieb heute ein Analyst.

[crimson]

Schon verrückt, dass sich hier kaum jemand für diesen Wert interessiert. Ich habe damals die erste Position bei 240 aufgebaut. Bärenstarke Performance.

[Dividendenabstauber]

Ich bin vor etwa 18 Jahre bei 30 eingestiege.

Ein echter Teenbagger.

[Magictrader]

Empfehle ich ja seit Monaten unverbindlich das Papier, weil so viel günstiger als Apple oder Xiaomi.
Und die Chipsparte brummt, das wird bestimmt nicht weniger. Auch die Akkutochter läuft hervorragend.

[Magictrader]

Das neue S21 enttäuscht mich leider, kein Ladegerät mehr und kein Kopfhörer. Spar- und Aufpreispolitik wie beim sauren Apfel. Und was vielen Fans der Koreaner bisher immer wichtig war: auch der praktische SD-Card Slot fehlt künftig!
Samsung hat wichtige Kaufargumente gegenüber Apple selbst entkräftet, die falsche Entscheidung!

[Hitman2]

Gewinnzunahme erwartet.


https://www.boerse.de/nachrichten/Samsung-erwartet-deutliche…

[marvessa]

Antwort auf Beitrag Nr.: 67.725.604 von Hitman2 am 07.04.21 11:38:26

Hatte sie mal vor vielen vielen Jahren zu 25 gekauft , leider aber bald wieder verkauft 🤪

[nickelich]

Die Gewinne steigen signifikant und der Kurs bröckelt, wie passt das zusammen?

[dschigiwagi]

Kurze Frage an die Experten hier, welche Samsung Aktie empfehlt ihr zum Kauf? Und könnt ihr euch erklären wieso der Kursrückgang doch so stark ausgeprägt ist bei diesem Unternehmen?

[nickelich]

Samsung liefert nicht mehr nach Russland. Leider wurde in der kurzen Nachricht der Anteil am Umsatz nicht genannt.

[Max_Investor]

Sicherheitslücke bei Samsung-Handys: So schützt man sich

Ein Forscherteam hat gravierende Sicherheitsmängel bei Samsung-Handys gefunden. Doch das Einfallstor für Hacks lässt sich recht einfach schließen. Was Besitzer*innen jetzt wissen müssen.

Alle "Galaxy"-Modelle betroffen

https://de.finance.yahoo.com/nachrichten/sicherheitslucke-be…

[Hitman2]

Samsung

Hier die offizielle Pressemitteilung zu den Zahlen
https://images.samsung.com/is/content/samsung/assets/global/…

[Ericlenni]

Hey Leute würdet Ihr beim aktuellen Kurs hier zuschlagen?

[crimson]

1000 Euro sind heute gefallen. Ich warte noch ein bisschen. Habe aber auch noch einen Restbestand mit Einstieg 230. Keine Eile.

[Ericlenni]

Antwort auf Beitrag Nr.: 71.817.209 von crimson am 20.06.22 15:45:33

Ich komme auf ein KGV von 9 hab ich mich verrechnet oder ist die Aktie wirklich so günstig bewertet?

[crimson]

KGV 9 stimmt. Zumindest laut comdirect.

[nickelich]

Antwort auf Beitrag Nr.: 71.818.682 von Ericlenni am 20.06.22 18:56:36

KGV 9 basierend auf dem letztjährigen Gewinn korrekt. KGV zu den Gewinnschätzungen der Analysten für das laufende Jahr noch darunter bei 8. Auch gewinnstarke Technikaktien sind derzeit schlecht bewertet, weil sie in einen Topf geschmissen werden mit defizitären Hoffnungsträgern für ferne Zukunft.

[pickuru]

Samsung steigert den Gewinn auf 10 Milliarden Euro in drei Monaten

https://www.faz.net/aktuell/wirtschaft/unternehmen/samsung-e…

[Hitman2]

Samsung

Earnings Release Q4 2022
https://images.samsung.com/is/content/samsung/assets/global/…

[yoda8]

Samsung hat heute 5,68 EUR Quartalsdividende ausgezahlt.

Samsung hat aktuell mit Gewinnrückgängen im Halbleiterbereich zum kämpfen und die Konzernstruktur vieler koreanischer Firmen (Chaebols) ist nicht gerade anlegerfreundlich.

Es gibt aber auch einige positive Punkte:

- Korea hat eine sehr gut ausgebildete Bevölkerung

- Samsung ist die Nr. 2 hinter TSMC und sollte von der Verschiebung von Aufträgen weg von TSMC profitieren (Risikohedge gegen eine Invasion Taiwans, die hoffentlich nicht kommt)

- Samsung konnte zuletzt Aufträge von Nvidia und Qualcomm gewinnen

- ist führend bei der 3nm-Technologie

- Samsung hat auch Wärmepumpen im Angebot

- ist weiterhin die Nr. 2 bei Smartphones auch wenn es nicht die Margen und das Ökosystem von Apple hat

- die Aktie ist momentan sehr günstig

- sie halten viele Patente & Beteiligungen

[tupper]

Hallo!
Ich habe mir gerade Samsung angeschaut und steige da irgendwie nicht durch.
1 GDR hier entspricht doch einer halben Vorzugsaktie.
Der Kurs der Vorzugsaktie in Korea steht bei 58300 Won = 41,00 €.
Wie geht das, dass dann der Kurs für 1 GDR über 1000 € steht?
Für eine Aufklärung wäre ich dankbar.

[apfelburli71]

Antwort auf Beitrag Nr.: 74.124.973 von tupper am 08.07.23 10:46:21

So weit ich weiß, gab es vor Jahren mal einen 1:25 Split

[tupper]

Danke.
1:50 war auch mal im Gespräch.
Würde aber auch nur zur ungefähren Klärung beitragen, falls die GDRs nicht gesplittet worden wären.

[yoda8]

Der Aktienkurs von Samsung konnte am Freitag deutlich zulegen, nachdem eine Kooperation mit Nvidia bekannt wurde. Nvidia scheint langsam eine Stellung wie Apple zu erreichen, sie können mit Meldungen selbst "große" Aktien bewegen. Samsung ist eine günstige Aktie und die Technologie kann mit Apple mithalten. Ich besitze ein S23 Ultra - ein sehr gutes Handy. Samsung ist an der Börse weniger als 10% von Apple wert, besitzt aber neben der Handysparte noch etliche weitere erfolgreiche Sparten. (Chips, Heimelektronik, Wärmepumpen etc.) Klar verfügt Apple über ein lukratives Netzwerk und zahlungskräftige Kunden, trotzdem ist der Bewertungsunterschied zu groß.

https://finance.yahoo.com/news/samsung-gains-6-talk-joining-…

[mp2019]

Samsung Profit Tumbles 35% as Chip Weakness Persists

Technology industry has been struggling with soft demand
Samsung shares turned lower despite broader chip rally

https://www.bloomberg.com/news/articles/2024-01-08/samsung-p…




Techkonzern Samsung abermals mit deutlichem Gewinnrückgang
Die anhaltend schwache Nachfrage im Geschäft mit Chips, Fernsehern und Haushaltsgeräten macht Samsung Electronics zu schaffen. Der südkoreanische Elektronikkonzern verzeichnet das sechste Quartal in Folge einen Gewinnrückgang

https://www.manager-magazin.de/unternehmen/industrie/samsung…

[mp2019]

Die Gründe für diesen rückläufigen Trend reichen weit. Ein Großteil des Rückgangs lässt sich auf die abnehmende Nachfrage nach Unterhaltungselektronik zurückführen, ausgelöst durch steigende Zinssätze und eine hohe Inflation weltweit. Verbraucher haben in Reaktion darauf ihre Ausgaben für Elektronik spürbar gekürzt.

Ein Blick auf Apple (NASDAQ:AAPL), einem wichtigen Abnehmer von Samsungs Speicherchips für seine iPhones, zeigt ähnliche Entwicklungen. Der iPhone-Bauer musste in den ersten drei Quartalen des letzten Jahres einen Absatzrückgang in China hinnehmen. Ein Umstand, der nun wohl auch Samsung in seinen Smartphone-Angeboten, wie der Galaxy- und Foldables-Reihe, zu schaffen macht.

Neben der schwächelnden Nachfrage nach Endverbraucherprodukten spielt auch die Investitionskrise in technische Infrastruktur eine Rolle. Unternehmen haben in den letzten zwei Jahren ihre Investitionen spürbar gedrosselt, was wiederum die Nachfrage nach Speicherchips für die Netzwerkinfrastruktur beeinträchtigte.

Samsung hatte Ende 2023 eine mögliche Belebung der Nachfrage dank künstlicher Intelligenz prognostiziert. Diese Hoffnungen scheinen jedoch nicht in vollem Umfang aufgegangen zu sein. Im Gegensatz dazu profitieren Wettbewerber wie die NVIDIA Corporation (NASDAQ:NVDA) erheblich von der starken Nachfrage nach spezialisierten Chips für die Ausführung großer Sprachmodelle.

Besonders brisant ist der Wettbewerb im Bereich der künstlichen Intelligenz orientierten Speicherchips. Hier steht Samsung in einem harten Konkurrenzkampf mit Unternehmen wie SK Hynix (KS:000660) und Micron Technology (NASDAQ:MU). Während Nvidia auf spezialisierte Chips für Sprachmodelle setzt, muss Samsung gegen Rivalen antreten, die Speicherchips für die KI-Entwicklung produzieren und in kompakter Form große Datenmengen bewältigen können.

https://de.investing.com/news/stock-market-news/samsung-elec…

[mp2019]

Alles auf Aktien
Schlimmer Solar-Schocker und der neue iPhone-Verfolger (Samsung vs Apple)
Stand: 04:56 Uhr

https://www.welt.de/podcasts/alles-auf-aktien/article2495984…

[mp2019]

https://www.cnbc.com/2024/01/31/samsung-electronics-q4-2023-…

[mp2019]

ie Firma steht vor der Herausforderung, in einem schwierigen makroökonomischen Umfeld zu navigieren, plant aber, ihre Position durch die Expansion in KI-gesteuerte Verbraucherprodukte und die Stärkung ihrer Wettbewerbsfähigkeit in fortschrittlichen Halbleitertechnologien zu festigen. Samsungs Strategie zur Massenproduktion von 2-Nanometer-Chips bis 2025 deutet auf das Bestreben hin, führend in der Entwicklung leistungsfähigerer und effizienterer Chips zu bleiben.


https://www.wallstreet-online.de/nachricht/17748578-gewinnei…

[mp2019]

Samsung Sells Down Entire ASML Stake to Expand in New Arenas

Samsung Electronics Co. sold its entire remaining stake in ASML Holding NV in the December quarter as part of its push to expand into new areas of chipmaking.

The world’s largest memory maker sold about 1.58 million shares, or 0.4%, of ASML, according to its most recent quarterly financial report filed to regulators. The stake was valued at around 1.26 trillion won ($930 million) as of the end of September, an earlier company filing showed.

https://www.bloomberg.com/news/articles/2024-02-21/samsung-s…

[mp2019]

https://www.cnbc.com/2024/02/26/south-korea-unveils-measures…