삼성전자의 실적이 3분기를 깃점으로 Chip Price의 하락으로 영업이익이 정점을 찍고 점점 더 하락할 것이라고 마켓의 전망이 나왔다:) 

하지만 공교롭게도 밑의 첨부한 지금 실시간으로 전세계 속보 + Headline으로 타전되는 뉴속보 뉴스는 중국전자제품+ 휴대폰+ 통신장비관련한 저런 손톱보다 더 작은 Chip들이 심어져 있어서 모든 개인정보와 회사자료등이 전부 중국공산당의 슈퍼컴센터로 수집되어 왔다는 것:) 

그 Chip들은 대만에서 만들어진 상황이라는 걸 암시하는 증거들이 나오고 있다는 미정부의 발표와 기사로 인한 대만반도체산업의 주가인덱스와 향후 미국으로의 수출에 제약을 받을 수 있단 팩트:) 

더 쉽게 말해서, 향후 미국으로 자유롭게 수출 할수 있는 Chips은 한국산이 압도적으로 더욱 더 폭발적으로 증가할 거란 역설적인 상황:) 미정부와 삼성과 LG같은 미국으로 적극적으로 투자하고 미국으로 이전 중인 한국계 다국적기업들과 연결된 의도적일 까?? 

누가 정확히 알수 있을 까 만은, 한가지 분명한 건 한국전자산업의 엄청난 수혜는 Fact란 것:) 

즉 Supplying Chain으로 한국계 다국적기업 삼성전자와 LG전자의 엄청난 수혜는 미중양쪽에서 다 제약없이 받지만, 중국의 내년부터 엄청나게 생산된다는 중국반도체산업의 Chip + 대만 Chip들은 중국밖으로 수출되는 게 제약 또는 아예 금지되는 건 팩트란 것:) 

아마 중국내부에서도 중국인들 누가 개인정보가 전자제품 컴퓨터 휴대폰등을 사용하면서 중국공산당정부에게 일일히 다 보고되는 걸 원하겠는 가? 당연히 중국산을 기피하게 되는 것 역시 팩트:) 

중국의 핀테크, 즉 알리바바가 온라인상거래에서 알리페이의 급속한 보급 중에 설립자 최근에 물러난 Jack Ma가 그랬다 자신은 알리페이를 중국산휴대폰으로는 에러가 나서 사용하지 않는 다고 작년에 말한 이유가 뭘까?:) 

Samsung third-quarter profit likely hit record high but chip price falls cast shadow

SEOUL (Reuters) - Samsung Electronics Co Ltd said quarterly operating profit likely surged by a fifth to a record high, with its chip unit bolstered by robust demand from data centers and gains in production yields.

FILE PHOTO: The logo of Samsung is seen on a building during the Mobile World Congress in Barcelona, Spain February 25, 2018. REUTERS/Yves Herman/File Photo

But sharp price slides for some types of semiconductors have brought an end to a two-year super cycle of tight supply and soaring demand, and analysts expect the July-September quarter will mark a peak in earnings for the South Korean tech giant.

Graphic: Samsung Electronics's operating profit growth to slow - tmsnrt.rs/2zKzlQI

The world’s top maker of memory chips and smartphones said a preliminary estimate showed third-quarter profit jumped 20.4 percent to 17.5 trillion won ($15.5 billion) on a 4.8 percent gain in revenue, in line with market expectations.

That would beat operating profit growth of 6 percent in the previous quarter when its Galaxy S9 device missed sales targets and competition from cheaper Chinese-made phones ate into margins for its mobile business.

The firm did not elaborate on its performance and will disclose detailed earnings in late October.

Chips account for nearly 80 percent of Samsung’s operating profit and Samsung has benefited from a surge in data centers for cloud computing that has spurred spikes in prices for DRAM chips. DRAM chips, which help devices perform multiple tasks, are its main memory product.

It has also made gains in production technology that allow it to make smaller and faster chips per silicon wafer.

But prices for NAND chips used for longer-term data storage have tumbled as supply swamps demand, and prices for DRAM are expected to follow suit.

“Its earnings appeared to have peaked,” said William Park, a senior analyst at Mirae Asset Daewoo Securities. “DRAM prices are going to fall, although not dramatically, and that will negatively impact its margins.”

Song Myung-sup, a senior analyst at HI Investment & Securities, expects DRAM chip prices to slide about 5 percent in the fourth quarter from the previous quarter, while NAND chip prices are seen dropping 10 percent.

Samsung is forecast to still book decent operating profit growth of 12 percent in the fourth quarter, Refinitiv data shows. But that is seen dropping to minimal profit growth in the first half of 2019 followed by small profit declines in the second half.

Shares in Samsung edged up 0.2 percent on Friday morning, while the broader market fell slightly. The stock has lost 12 percent so far this year on concerns about chip prices, underperforming the broader market which has declined 8 percent.

While income levels for Samsung’s business divisions are yet to be disclosed, analysts expect its mobile business will struggle to deliver profit growth for the next two quarters due to high marketing costs in the premium smartphone segment and competition from cheaper Chinese-made models.

It is working on bringing phones with bendable screens to market but they are not expected to become a huge profit driver.

“Its mobile division will continue to look bad. Samsung’s upcoming foldable phones are not going to be meaningful in terms of sales, more of a symbolic move in terms of innovation,” said Park Sung-soon, an analyst at BNK Securities.

($1 = 1,132.8500 won)