【产业信息速递】芯片巨头，利润大跌56%

北京半导体行业...2025-07-14

受美国向英伟达出售尖端内存的计划受阻的影响，三星电子的利润自2023年以来首次出现下滑。这家韩国最大的公司公布，第二季度的初步营业利润为4.6万亿韩元（33亿美元），较去年同期下降约56%。分析师平均预期该公司的营收将下降41%。三星在一份声明中表示，一次性库存相关成本是导致利润下滑的原因之一，而其先进内存产品的客户评估和出货仍在进行中。三星表示，随着需求逐步复苏，其代工芯片业务的运营亏损预计将在...

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万亿韩元。今年4月，三星释放了更乐观的前景信号，称已向主要客户交付增强型HBM3E样品，并预计该产品线将在第二季度贡献收入。该公司还表示，计划在今年下半年开始量产HBM4芯片。三星正努力追赶SK海力士，后者积极将自己定位为英伟达的主要HBM4供应商。SK海力士提前向客户交付了全球首批12层HBM4样品，美光公司紧随其后，于6月交付，而三星则不得不修改其12层HBM3E设计。根据6月份的一份新闻稿，三星已获得超微半导体公司（AMD）的订单，成为美光公司之外的HBM3E芯片供应商。但由于未能获得支持AI的图形处理器（GPU）主要制造商英伟达的HBM3E芯片早期认证，三星抢占市场份额的计划受到了阻碍。以Mark Li为首的伯恩斯坦分析师团队此前曾预计三星的12层HBM3E将在第二季度获得英伟达的认证。如今，他们下调了对三星HBM市场份额的预测，并表示目前预计三星将在第三季度获得认证。他们在6月23日的一份研究报告中写道：“三星将逐渐缩小与竞争对手的差距。我们预测SK海力士在2027年仍将保持领先地位，但随着其他公司迎头赶上，SK海力士的优势逐渐减弱，届时各供应商的市场份额分布将比现在更加均衡。”伯恩斯坦估计，SK海力士将在2025年占据HBM市场57%的份额，其次是三星（27%）和美光（16%）。在3月份的年度股东大会上，三星承诺今年将加强其在HBM市场的地位，以回应外界对其在人工智能领域表现不佳的担忧。三星芯片业务负责人全永铉表示，三星未能在HBM市场取得早期领先地位，导致其落后于竞争对手SK海力士，并承诺不会在HBM4上重蹈覆辙。下一代内存预计将用于英伟达的Rubin 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