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.
週三，三星電子（場外交易：SSNLF）發佈了2024年第四季度的收益指導。
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).
該公司預計季度銷售額爲513.8億美元（75萬億韓元，相較於去年同期的67.78萬億韓元）和營業利潤爲6.5萬億韓元（相比去年同期的2.82萬億韓元）。
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年第三季度報告的銷售額爲79.1萬億韓元，營業利潤爲9.18萬億韓元。
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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.
謹慎的營業利潤指導標誌着來自研發成本的壓力，以及爲了滿足英偉達（納斯達克：NVDA）需求而提升先進半導體製造能力的壓力，路透社報道。
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，對用於PC和移動電話的傳統內存芯片需求的疲軟也影響了盈利預測。第四季度營業利潤的共識預期爲7.7萬億韓元。
Lee Min-hee of BNK Investment & Securities flagged to Reuters the bottoming of chip demand and competition surrounding Samsung's significant businesses.
BNk投資與證券的李敏熙向路透社表示，芯片需求觸底並且三星的主要業務面臨競爭。
SK Hynix scored over Samsung as Nvidia's key high-bandwidth memory (HBM) chip supplier for artificial intelligence graphics processing units (GPUs).
SK海力士在英偉達的關鍵高帶寬內存（HBM）芯片供應商方面超過了三星，主要用於人工智能圖形處理單元（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.
據報道，英偉達批准了三星的第五代HBM3E芯片，而12層HBM3E芯片則在等待批准。三星預計到第四季度，HBM3E芯片將佔其HBM芯片銷售的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.
此前的報告顯示，SK海力士在2024年保持了超過52%的HBM市場份額，三星緊隨其後，佔42.4%，美光科技(NASDAQ:MU)也擁有超過5%的市場份額。
Morgan Stanley expects the HBM market to grow from $4 billion in 2023 to $71 billion in 2027.
摩根士丹利預計，HBM市場將從2023年的40億美元增長到2027年的710億美元。
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.
儘管由於華盛頓對中國的半導體制裁，失去了中國市場，但美光仍然是Rosenblatt在2025年上半年的首選之一。美光的損失使三星受益，因爲中國科技公司如華爲和百度(臨時代碼)(NASDAQ:BIDU)囤積了三星的HBM芯片。
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Image via Shutterstock
圖片來源：Shutterstock
