Xyoo 2021, Samsung Electronics tau pom tias muaj qhov nce ntxiv ntawm cov khoom siv raw khoom uas tau txais los ntawm sab nraud rau nws cov lag luam loj xws li cov khoom siv hauv tsev, cov khoom siv txawb thiab cov khoom siv semiconductors. Xyoo no, lub tuam txhab yuav tsum tsom mus rau lub tuam txhab - lub tswv yim muaj txiaj ntsig thoob plaws raws li cov nqi ntawm cov ntaub ntawv nce ntxiv vim kev ua tsov rog tsis tu ncua nrog Ukraine thiab cov nqi thauj khoom hnyav los ntawm kev nce nqi roj.
Prior to organizational consolidation at the end of last year, Samsung Electronics procured a high proportion of raw materials from overseas, including consumer electronics (CE), IT/ mobile (IM), and device solutions (DS), according to the company's business report on March 21.
Analysts say this is due to soaring prices of key raw materials for home appliances and mobile devices. "The price of display panels, the main raw material for TVS and monitors in the consumer electronics sector, has increased by about 39 percent year-on-year, and the price of mobile AP has increased by about 19 percent," Samsung electronics said.
In 2021, Samsung's purchase of display panels for TVS and monitors from Chinese display panel makers BOE, Huaxing Optronics and AU Optronics doubled to 10.582.3 billion won (about 55.1 billion yuan) from the previous year, In particular, display panels for TV display devices accounted for 33.5 percent of the total raw materials of the home appliance industry, up from 23.7 percent last year.
An industry insider said, "As far as I know, the price of LCD panels soared last year, leading to a significant increase in the purchase amount. Most LCD panels for TVS come from Chinese companies and few from Samsung Display.
"Samsung Electronics asked Samsung Display to expand production last year to increase its bargaining power with Chinese manufacturers, but Samsung Display will stop producing LCD panels within this year and will rely more on China for LCD panels in the future," he explained.
In 2021, Samsung electronics purchased 6.21 trillion won of central processing units (cpus) for mobile application processors such as smartphones, up 10 percent from 5.635.6 trillion won. The IM division's camera module prices fell about 44 percent from a year earlier, and the materials it purchased from Samsung Electronics fell to 5.849.6 billion won last year, down from 5.909 trillion won in 2020.
But the proportion of purchases rose as the cost of materials supplied by most overseas customers increased. Last year, external purchases of small and medium size display panels for mobile devices, including mobile devices, from China's BOE and Huaxing Optoelectronics amounted to 2.51 trillion won, up about 600 billion won from the previous year.
Kev yuav khoom ntawm cov khoom siv hauv semiconductor kuj nce ntxiv. Hauv nws daim ntawv tshaj tawm kev lag luam, Samsung hluav taws xob tau hais tias tus nqi ntawm cov khoom siv hluav taws xob semiconductor wafers, cov khoom siv tseem ceeb hauv nws qhov kev faib khoom DS, tau nce txog 1 feem pua ntawm ib xyoo dhau los, thaum Flexible Printed Circuit Assembly (FPCA) tus nqi hauv nws cov khoom lag luam tau nce 8 feem pua. (wafers yog cov khoom siv raw semiconductor puag ua los ntawm silicon; FPCA yog ib feem uas txuas cov ntaub ntawv tsav tsheb ntawm ntau yam khoom siv digital rau lub vaj huam sib luag.
Samsung hluav taws xob tau txais 300mm 12-nti wafers los ntawm SUMCO ntawm Nyiv thiab SK Siltron ntawm Kauslim, uas yog siv rau kev nco semiconductors. Tus nqi ntawm wafer yuav yog 2.313 trillion yeej xyoo tas los, nce me ntsis los ntawm 2.31 trillion yeej xyoo 2020.
Tsis tas li ntawd, Samsung Electronics tau yuav 2.83 trillion yeej tus nqi ntawm cov zaub -tsav cov khoom siv hluav taws xob los ntawm Apple thiab lwm lub tuam txhab xyoo tas los, nce ntau dua 600 billion yeej los ntawm 2.19 trillion yeej xyoo tas los. Tus nqi ntawm SOC cov ntaub ntawv muab los ntawm harman los ntawm Nvidia thiab Renesas yog 488.6 billion yeej, nce los ntawm 404.3 billion yeej xyoo tas los.
