Samsung's Outlook Dims Amid HBM Supply Struggles for Nvidia and Sluggish Consumer Chip Sales
Samsung's Outlook Dims Amid HBM Supply Struggles for Nvidia and Sluggish Consumer Chip Sales
On Wednesday, Samsung Electronics (OTC:SSNLF) announced its earnings guidance for the fourth quarter of 2024.
周三，三星电子（场外交易：SSNLF）发布了2024年第四季度的收益指导。
The company expects quarterly sales of $51.38 billion (75 trillion Korean won versus 67.78 trillion Korean a year ago) and operating profit of 6.5 trillion Korean won (versus 2.82 trillion Korean won a year ago).
该公司预计季度销售额为513.8亿美元（75万亿韩元，相较于去年同期的67.78万亿韩元）和营业利润为6.5万亿韩元（相比去年同期的2.82万亿韩元）。
Samsung reported sales of 79.1 trillion Korean won, and operating profit of 9.18 trillion Korean won in the third quarter of 2024.
三星在2024年第三季度报告的销售额为79.1万亿韩元，营业利润为9.18万亿韩元。
Also Read: AMD, StradVision Team Up To Boost Driver Assistance Systems For Autonomous Cars
另请阅读：AMD与StradVision联手提升自动驾驶汽车的驾驶辅助系统。
The cautious operating profit guidance marks pressure from research and development costs, and the ramp-up of manufacturing capacity for advanced semiconductors to cater to Nvidia Corp's (NASDAQ:NVDA) needs, Reuters reports.
谨慎的营业利润指导标志着来自研发成本的压力，以及为了满足英伟达（纳斯达克：NVDA）需求而提升先进半导体制造能力的压力，路透社报道。
Additionally, weakness in demand for conventional memory chips used in PCs and mobile phones also affected the profit forecast. The consensus for fourth-quarter operating profit stood at 7.7 trillion Korean won.
此外，对用于PC和移动电话的传统内存芯片需求的疲软也影响了盈利预测。第四季度营业利润的共识预期为7.7万亿韩元。
Lee Min-hee of BNK Investment & Securities flagged to Reuters the bottoming of chip demand and competition surrounding Samsung's significant businesses.
BNk投资与证券的李敏熙向路透社表示，芯片需求触底并且三星的主要业务面临竞争。
SK Hynix scored over Samsung as Nvidia's key high-bandwidth memory (HBM) chip supplier for artificial intelligence graphics processing units (GPUs).
SK海力士在英伟达的关键高带宽内存（HBM）芯片供应商方面超过了三星，主要用于人工智能图形处理单元（GPU）。
Reportedly, Nvidia approved Samsung's fifth-gen HBM3E chips, while the 12-layer HBM3E chips await approval. Samsung expects HBM3E chips to account for 60% of its HBM chip sales by the fourth quarter.
据报道，英伟达批准了三星的第五代HBM3E芯片，而12层HBM3E芯片则在等待批准。三星预计到第四季度，HBM3E芯片将占其HBM芯片销售的60%。
Prior reports indicated that SK Hynix sustained an HBM market share of over 52% in 2024, Samsung followed with 42.4%, and Micron Technology, Inc (NASDAQ:MU) had over 5% of the market.
此前的报告显示，SK海力士在2024年保持了超过52%的HBM市场份额，三星紧随其后，占42.4%，美光科技(NASDAQ:MU)也拥有超过5%的市场份额。
Morgan Stanley expects the HBM market to grow from $4 billion in 2023 to $71 billion in 2027.
摩根士丹利预计，HBM市场将从2023年的40亿美元增长到2027年的710亿美元。
Micron is one of Rosenblatt's top picks for the first half of 2025 despite the loss of the Chinese market due to Washington's semiconductor sanctions on China. Micron's loss benefits Samsung as Chinese tech companies like Huawei and Baidu Inc (NASDAQ:BIDU) stockpiled Samsung HBM chips.
尽管由于华盛顿对中国的半导体制裁，失去了中国市场，但美光仍然是Rosenblatt在2025年上半年的首选之一。美光的损失使三星受益，因为中国科技公司如华为和百度(临时代码)(NASDAQ:BIDU)囤积了三星的HBM芯片。
Also Read:
另请阅读：
- Nvidia's $2 Trillion AI Rally In 2024 Fueled by Chips, Startups, and Robotics
- 英伟达在2024年实现的2万亿美元人工智能热潮，得益于芯片、初创公司和机器人技术。
Image via Shutterstock
图片来源：shutterstock
