Samsung Kombi Thread (Seite 10)

[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!

[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

[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.

[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]

Bombenzahlen für Q2

[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.

[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]

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.

[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]

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)