全球最大智慧手機製造商三星 (Samsung)(005930-KR) 周五 (5 日) 發布第二季初步財報，營業利益雖再創空前新高，但不如市場分析師預期。媒體報導，因旗艦新機 Galaxy S4 銷售情況遜於預估，令人擔憂其智慧手機業務成長前景。
三星公布，今年 4-6 月的一季，營利初步估計較去年同期躍增 47% 至 9.5 兆韓元 (83 億美元)，低於《路透社》統計分析師平均預期的 10.16 兆韓元。營收由一年前的 47.6 兆韓元成長至 57 兆韓元，同樣遜於《彭博社》統計分析師平均預期的 58.6 兆韓元。
三星今年 4 月推出 S4，以更大螢幕及體感軟體等特色搶市，協助公司自蘋果 (Apple)(AAPL-US) 手上奪回美國市場龍頭寶座。然而隨後三星股價預估遭多達至少 15 位分析師下砍，因擔心 S4 銷售恐不如預期，以及高階智慧手機市場正接近飽和。
消息重擊三星股價，自 6 月初以來已大跌 15%，市值蒸發達 33 兆韓元 (290 億美元)，相當於日本科技巨擘索尼 (Sony)(6758-JP) 及南韓同業 LG (樂金)(066570-KR) 的市值總和。因市場擔心，占三星獲利達 70% 的行動產品獲利空間越來越小。
南韓 Tong Yang 證券駐首爾分析師 Park Hyun 表示，市場對於 Galaxy S4 的期待遠遠太高，因此失望也越大。南韓 Meritz 證券分析師 Lee Sei-chul 同樣指出，三星手機業績減緩的情況似乎比預期糟糕，今日財報只是進一步證實市場認為三星智慧手機成長動力正在減速的看法。
三星訂於本月 26 日發布第二季正式財報，屆時將公布各別部門的營利結果。
http://www.theverge.com/2013/4/25/4267346/samsung-earnings-q1-2013
http://www.theverge.com/2013/4/25/4267346/samsung-earnings-q1-2013
Strong smartphone sales boost Samsung to $7.9 billion profit in Q1 2013
By Sam Byford on
Samsung Electronics made an operating profit of 8.78 trillion won ($7.9 billion) in the first quarter of 2013, matching its guidance and representing a more than 50 percent improvement on its performance last year. Revenues were 52.87 trillion won ($47.6 billion), and net profit was 7.15 trillion won ($6.45 billion). The company said strong smartphone sales coupled with reduced marketing expenses helped boost its IT & Mobile Communications division to revenues of 32.82 trillion alone. However, Samsung's revenues were hit by seasonality — the company took in 6 percent less cash than in the previous quarter — and what it describes as a sluggish economy that meant lower TV and home appliance sales.
“We may experience stiffer competition in the mobile business due to expansion of the mid- to low-end smartphone market," said Senior Vice President and Head of Investor Relations Robert Yi, "while TV growth will continue to wane in developed markets.” However, Samsung expects a "marginal boost" in TV sales in the next quarter driven by high-end products such as 4K sets. This month's much-anticipated launch of the Galaxy S4 will make a large impact on Samsung's next quarter, too, though the company warns of increased competition and lower global demand for smartphones.
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