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Samsung Kombi Thread (Seite 117)



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Antwort auf Beitrag Nr.: 60.195.686 von R-BgO am 26.03.19 10:36:45Seit der Gewinnwarnung stieg der Kurs um mehr als 5 %.
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.
Antwort auf Beitrag Nr.: 60.361.555 von R-BgO am 15.04.19 20:05:18TSMC, 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.
Antwort auf Beitrag Nr.: 60.299.530 von moerike8 am 07.04.19 18:57:32Am Dienstag kam dann doch noch die Dividende von Samsung.

Schlusstag: 27.12.2018
Valuta: 26.04.2019

Hat 4 Monate gedauert :eek:
Antwort auf Beitrag Nr.: 60.467.831 von moerike8 am 02.05.19 07:52:48Die 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.
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