澳5计划(www.a55555.net):We’re starting to see clear signs of tech troubles

澳5计划www.a55555.net)是澳洲幸运5彩票官方网站,开放澳洲幸运5彩票会员开户、澳洲幸运5彩票代理开户、澳洲幸运5彩票线上投注、澳5购彩计划、计划澳洲幸运5实时开奖等服务的平台。

A customer holds a Samsung Electronics Co. Galaxy S9 smartphone at the company's D'light flagship store in Seoul, South Korea. Demand for its chips still strong

SAMSUNG Electronics Co reported just enough earnings data Thursday to tease us about what might be heading our way.

Second quarter revenue and operating profit at the South Korean Goliath portend a tough second half for global technology hardware manufacturers.

Sales pipped estimates by a little, but that’s mostly because analysts have been cutting their forecasts over the past two weeks in anticipation of a worsening market for Samsung’s chips, smartphones and other electronics.

The figure was likely boosted by a slide in the South Korean won of almost 7% during the period.

Crucially, operating profit missed by a wider margin than revenue beat.

Samsung only provided a preliminary range for the data, and this analysis is based on the median of that information.

A full breakdown of numbers by division will come later this month.

What we do know so far, though, is that prices of its bread-and-butter products are weakening.

Although Samsung is best known for smartphones, and recently grabbed headlines for claiming to be first to make semiconductors at the advanced three-nanometer node (an announcement that’s mostly a marketing ploy), a large swathe of its revenue and bulk of profit comes from making memory chips, notably DRAM which helps speed up a computer, and Flash which stores data.

,

皇冠网址www.hg108.vip)是一个开放皇冠正网即时比分、皇冠网址的平台。皇冠网址(www.hg108.vip)提供最新皇冠登录,皇冠APP下载包含新皇冠体育代理、会员APP。

,

Because these components, which are used in most electronic devices, are a commodity product, any slowdown tends to impact both shipments and prices.

There are already signs manufacturers are willing to sell for less just to move stock.

“Facing uncertain peak-season demand in 2H22, some DRAM suppliers have begun effectively expressing clear intentions to cut prices,” Taipei-based researcher TrendForce wrote this week.

“This situation will cause 3Q22 DRAM pricing to drop from the previous 3% to 8% to nearly 10% quarter on quarter.”

Slowdowns in commodity products tend to have a multiplier effect. A 10% drop in prices coupled with a 10% fall in demand means a 19% drop in revenue (0.9 times 0.9 is 0.81). Another 15% decline in both (0.75 times 0.75 is 0.56) equates to a 44% hit on sales.

This means the bottom could fall out of the memory chip market very quickly.

Samsung’s announcement “may push analysts to cut forecasts for the firm’s 2022 operating profit by 4% to 6%,” Bloomberg Intelligence analyst Masahiro Wakasugi wrote after the announcement.

“Its 3Q sequential profit growth may not be as strong as expected, due to weaker PC and smartphone demand caused by inflation.”

US rival Micron Technology Inc sounded an early warning last week. While the world’s third-largest maker of DRAM posted revenue and operating profit for the quarter ended June 2 that was largely in line with estimates, its forecast for the coming three months was 20% lower than expectations.

  • 评论列表:
  •  telegram中文搜索引擎(www.tel8.vip)
     发布于 2022-09-13 00:12:25  回复
  • 米尔沃尔社区信托基金的首席执行官肖恩·戴利在伦敦BBC广播电台的直播讲话中重申了这项倡议的重要性。他说:“由于学校停课,我的受托人和俱乐部决定我们需要为孩子们举办活动。他们没有任何活动,所以我们将在圣诞节期间免费举办10天的足球训练营。白天我们也会给孩子们提供食物,确保他们吃到健康的食物。”唯美,温馨

添加回复:

◎欢迎参与讨论,请在这里发表您的看法、交流您的观点。