Kauppalehden Nokia-palstalla Matti Virtanen oli kartalla korealaisartikkelista, joka tosin piti kääntää Googlella (eli ei mikään huippukäännös):
SAMSUNG NETWORK’S SALES DECLINE THIS YEAR DESPITE LARGE-SCALE CONTRACTS WITH VERIZON
It is difficult to see a big increase next year
Reporter Lee Jong-jun 2020.10.07 16:34
Samsung Electronics’ network division, which signed a large-scale communication equipment supply contract with Verizon, the largest mobile telecommunications company in the US, is expected to see a decline in sales this year compared to last year. It is reported that the annual sales target for next year is being discussed internally at a level similar to that of last year, the record high.
Huom: viime vuonna Samsungin markkinaosuus maailmassa oli 3%!
According to the industry on the 7th, the volume of large-scale multi-year supply contracts signed by the Samsung Network Division with Verizon will increase significantly from 2021 onwards. Supply of some supplies will begin at the end of this year, but production will begin in earnest from the second quarter of next year. Samsung Electronics signed a multi-year contract with Verizon last month to supply 7.7 trillion won ($6.64 billion) worth of communication equipment for five years.
It is reported that the Samsung Network Division recorded sales of 60-70% compared to the same period last year in the first half of this year. It can also be inferred from the change in the value obtained by subtracting the sales of the wireless division from the total sales of the IM division belonging to the network division. The cumulative value of Samsung Electronics’ IM division in the first half of this year, minus the sales of the wireless business division, is KRW 1.86 trillion. It is 65% of the same period last year (2.87 trillion won).
2H11(HUOM: TARKOITTANEE H2 2020, käännösvirhe koreasta?) earnings are expected to remain similar compared to last year. An industry insider who is well aware of the Samsung network business unit said, “I am not expecting a significant increase in annual sales for next year.” He also said, “I am passively planning because of uncertainties such as the Corona 19 epidemic.”
Last year, three mobile carriers, including SK Telecom, KT, and LG Uplus, built communication equipment on a large scale to preempt the world’s first commercialization of 5G. During the same period, the Samsung network division, which occupied about half of the domestic telecommunication equipment market, recorded the highest performance ever. However, this year, the three domestic mobile carriers have reduced their 5G investment. It is reported that Samsung Electronics’ 5G communication equipment supplied to the three domestic mobile carriers by the third quarter was 50% of the previous year. The industry is seeing that the situation will not improve significantly in 4Q.
The timing of 5G investment by Reliance Geo, India’s No. 1 mobile telecommunication company, is expected to influence the performance of Samsung’s network division. The Samsung Network Division exclusively supplied equipment to Reliance Geo’s 4G network. Mobile communication companies usually select 4G equipment suppliers as 5G suppliers. In India, 5G investment has been delayed due to the corona 19 epidemic.
Lee Jong-min, executive director of the wireless business division, said in a conference call for the second quarter of Samsung Electronics this year, “The 5G-related investment plans at home and abroad have been delayed due to the impact of Corona 19.”
http://www.thelec.kr/news/articleView.html?idxno=8067
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