三星可能首次出现移动部门亏损，归因于内存危机Report Claims Samsung Might Post Its First-Ever Mobile Division Loss This Year, Blaming RAM Crisis
据韩国媒体报道，三星电子移动体验（MX）部门今年可能面临自成立以来首次运营亏损，主要受 DRAM 和 NAND 闪存市场严重供过于求的影响。公司内部已采取多项削减成本措施，包括推迟新品发布和调整供应链策略，但行业整体库存积压和高价合约导致价格持续下跌。尽管三星在高端手机市场仍具竞争力，但存储芯片业务拖累整体利润，反映出消费电子需求疲软与半导体周期下行叠加的风险。分析师认为，若内存价格未能快速反弹，这一亏损或将提前确认。
Ben Schoon
As AI continues to eat up the market’s RAM output, smartphones are in crisis as costs continue to skyrocket. A new report claims that Samsung is increasingly worried about this, and warning of its first-ever loss in its mobile division.
We’ve heard this before. In March, a report revealed some of the internal cuts Samsung has been making for its mobile division, with the company initially concerned it could post an operating loss for the first time ever. It’s a big deal, as Samsung’s mobile (MX) division has historically always turned a profit.
A new report out of Korea (via Jukan) makes this seem all but certain.
Apparently, Samsung’s TM Roh, the head of the company’s mobile division, has expressed concerns of the “possibility of an annual deficit for the MX business unit.” Previously, those concerns came from speculation and outside parties, but with such a high figure in Samsung’s organization worried, it’s clear things are looking pretty bleak.
The smartphone market as a whole is in turmoil, as increasing costs for RAM and storage affect the price of new devices. Low-cost Android devices have been especially affected, with price hikes described as “inevitable.” We’ve seen some of those price hikes already, from brands including Motorola and even Samsung.
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