On July 29, Samsung Electronics announced the second quarter of financial results as of June 30, 2021. The Samsung Electronic Comprehensive total revenue was 63.67 trillion won (about 55.349 billion US dollars), an increase of 20% over the previous year, and set a record in the second quarter.
The operating profit is 12.57 trillion won (about $ 10.924 billion), an increase of 54.26% from the same period of the previous year; net profit is 9.63 trillion won (about $ 8.375 billion), an increase of 73.44% from the same period of the previous year; The net profit of the company's shareholders is 9.45 trillion won (about 8.215 billion US dollars), an increase of 72.18% from the same period last year.
Among the departments of departments, the semiconductor sector consolidated revenue was 22.74 trillion won (about 19.768 billion US dollars), and the operating profit was 6.93 trillion won (about $ 6.024 billion).
Semiconductor business is significantly improved, and the internal flash is bright.
Samsung pointed out that due to the improvement of memory market, the operation of the Austin plant, and the effective global supply chain management (SCM) helped the finished business to maintain a robust profitability, and the operating profit increased by 34% from the previous quarter to 12.57 million. Han and South.
The second quarter of the semiconductor service is 22.74 trillion won, and the operating profit is 6.93 trillion won.
Due to strong server and PC memory demand, the increase in the average sales price of DRAM and NAND chips is stronger than expected, the revenue of memory services has increased significantly from the previous quarter. At the same time, it has also brought help from the continuous use of the latest manufacturing process.
Dram, due to the robust growth of cloud services, the demand for data center companies is strong, and the continued trend of remote work and education has improved the demand for PC.
However, due to the anti-outbreak of the COVID-19 epidemic of the global smartphone production base and the tension of key components, the demand for mobile memory is limited in the short term.
Due to the health demand for encrypted currency and game PC graphics, the graphic market has also increased in the second quarter. In the context of housing demand, the memory demand of the game consoles grows with the introduction of new games.
Since the company's production portfolio has been adjusted, Samsung can quickly respond to strong servers and PC requirements, and the bits of the report are higher than the previous guidance.
As for NAND flash, although component supply tension limits the overall mobile phone production in the second quarter, the average capacity (Content Per box continues to grow, especially from the main needs of customers "continued to grow. Since the data center company increases the investment of the server and the strong demand for the laptop, the solid state drive (SSD) has also increased.
The quarter NAND shipments have also exceeded the previous growth guidance, while the 128-layer sixth generation V-NAN has continued to increase.
In the second half of the year, the market demand is strong, and the 176th floor of the 7th generation V-NAND consumer SSD will increase
Samsung said that the market is expected to provide continuous existence in the second half of the year, and the risk of COVID-19 virus variants and geopolitical conditions. However, due to the continuous increase in the adoption rate of 5G and the fundamental of the memory market is still strong.
The release of new smartphone models can boost memory demand, and a broader 5G availability push the growth of the average capacity (Content Per Box). More and more use of the latest CPUs, as well as growing enterprise PC requirements, support new remote work dynamics, is expected to support server and PC memory requirements. At the same time, since the shipments of the previous quarter are stronger than the previous guidelines, Samsung's chip inventory level has fallen to a fairly low level.
Samsung will continue to manage production combinations and enhance capacity in a flexible way to meet the market demand of fluctuations. The company will further consolidate its leading position in cutting-edge chip technology, and will increase the 14-nanometer DRAM based on EUV process in the second half of the year, which is based on the industry's smallest 14 nano-scale design rules.
Samsung will also start the consumer solid-state hard drive in the second half of the year, using the 176-layer 7th generation V-NAND, and the finest etching technique.
Samsung Memory Planning: 14 Nano EUV Process DRAM and 176 Floor Consumer SSD will be mass production
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