Why do analysts expect Samsung to surpass Apple in the second quarter?
June 21, according to foreign media reports, analysts' latest forecasts show that in the second quarter of this year, Samsung's profit will exceed $11.6 billion, a record high, higher than Apple's profits during the same period. For the second-quarter earnings report that Samsung will release in the coming weeks, Korean institutional analysts expect its operating profit in the second quarter to exceed $11.6 billion, and if one considers the larger growth in the second quarter, it’s Operating profit in the second quarter will be even higher, reaching $12.3 billion.
In the mobile phone field, Samsung's profits are not as good as Apple. In the global smart phone field, Samsung launched the new S8, which sold 5 million units a month. However, in the US market, the sales of the S8 are not as good as those of the previous S7. Samsung’s profit margin is difficult to surpass Apple.
In the field of memory chips, Samsung dominates most markets. According to Jibang Technology, with the peak of NAND Flash out of stock, the average selling price of products increased, and the terminal shipments were booming, the output value of NANDFlash in the fourth quarter of 2016 reached US$12.045 billion, and the quarter increased by 17.8%. Climb to last year's peak. Samsung's market share in the fourth quarter of 2016 was 37.1%, ranking the world's leading NAND Flash; Toshiba's market share was 18.3%, ranking second. In May 2017, Samsung's NAND Flash chip shipments exceeded 400,000.
Previously, Samsung's single-season profit never exceeded $11.6 billion. If the final financial report is as expected by analysts, the profit of $11.6 billion or more will hit a new high in Samsung's single-season profit.
OLED panels will become the pillar business of the future. It is reported that Samsung's profit in the second quarter has increased significantly, and its semiconductor business, especially the display, has contributed the most. Samsung is currently in a monopoly position in small and medium-sized OLED displays.
According to the IHS research report, due to Samsung's strong position in the 400 ppi panel field, Chinese novices who are still working hard to develop high-definition panels will have difficulty chasing the technology and credibility of Samsung's display. On the other hand, according to the IHS Markit AMOLED and flexible display information service report, Samsung Display expects to ship 70-80 million iPhone 8 OLED panels with flexible substrates in 2017, and may start shipping in the third quarter of 2017. .
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