삼성전자의 2024년 1분기 경영실적이 반도체 메모리 가격 상승 및 수요 상승과 파운드리 역대 1분기 최대 수주 달성에 힘입어 반도체 적자 탈출에 성공했다.
▲Samsung Electronics 2024 Q1 Business Performance (based on consolidated financial statements, unit: 100 million won, %)
1Q sales 72 trillion, up 13% YoY, operating profit 7 trillion, up 932% YoY
Foundry's largest 1Q order ever, Galaxy S24 double-digit profitability
Samsung Electronics' first-quarter 2024 business performance succeeded in escaping the semiconductor deficit, driven by rising semiconductor memory prices and demand, and the highest-ever first-quarter foundry order volume.
Samsung Electronics announced its business performance for the first quarter of 2024 on the 30th.
According to this, sales on a consolidated financial statement basis amounted to KRW 71.9156 trillion, up 12.8% year-on-year, and operating profit amounted to KRW 6.606 trillion, up 931.9% year-on-year. Net income was 6.7547 trillion won, a 329% increase over the previous year.
This performance increase is analyzed to be due to strong sales of the Galaxy S24 and improved memory market conditions.
Semiconductors escaped deficit for the first time in five quarters due to increased demand for DDR5 and high-capacity SSDs, recording sales of KRW 23.14 trillion and operating profit of KRW 1.91 trillion.
The foundry achieved its highest first-quarter order performance ever thanks to improved competitiveness in advanced processes, although sales improvement was delayed due to inventory adjustments by major customers.
The DX (Device eXperience) division recorded sales of KRW 47.29 trillion and operating profit of KRW 4.7 trillion due to strong sales of the Galaxy S24.
Display sales declined to KRW 5.39 trillion and operating profit to KRW 340 billion due to intensifying competition in sales.
Facility investment in the first quarter amounted to KRW 11.3 trillion, including KRW 9.7 trillion in semiconductors and KRW 1.1 trillion in displays.
In the second quarter, demand for generative AI is expected to continue, with demand centered on servers and storage expected to improve.
In addition, the foundry is expected to see double-digit sales growth compared to the previous quarter due to improved line operation rates.
In the case of displays, sales growth is expected for small and medium-sized businesses due to the launch of new foldable products by major customers and increased demand for IT products, but performance improvement is expected to be limited due to intensifying competition among panel manufacturers.
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