Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Samsung and Wireless -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (6)	11/21/2001 8:03:39 PM
From: Eric L	Read Replies (1) \| Respond to of 374

re: The Register on Samsung's 3rd Quarter << I finally have a home for my Samsung CC notes <g> I was waiting for you to start a Samsung thread. Couldn't wait any longer. <g> << Also....I think that somewhere between 40-50% of Samsung's sales are GSM, so the numbers are not all from CDMA >> ... and don't forget TDMA, their latest market entry. Samsung also performed well, pushing past Siemens for fourth place and helped by its TDMA (Time Division Multiple Access) and GSM launches across the Americas. theregister.co.uk I'd really like to know what product mix by technology Samsung had last quarter. No question they had a good CDMA quarter. I don't think that they really had any GPRS shipments till this quarter, even though T-Mobile had their 1st GPRS model on their website. - Eric -

To: slacker711 who wrote (6)	1/16/2002 10:58:24 AM
From: slacker711	Read Replies (2) \| Respond to of 374

Samsung earnings conference call.... samsungelectronics.com Highlights...usual caveats apply (accents make understanding some of the numbers difficult). - They shipped a total of 8.9m units during the quarter. This was a 23% increase QoQ. Total units for the year were 26.8m....a 31% YoY increase. - 1.8m units in the domestic market. This amounted to a 57% marketshare which means that total sales for Korea were 3.16m units. I believe that total sales during the third quarter were around 3.9m units. - Samsung now ships more GSM handsets than CDMA (this was bound to happen). They shipped 7.1m units for export with the following breakdown. CDMA 31% GSM 67% TDMA 2% This means that total CDMA shipments were a little over 4m units while GSM units were around 4.75m units. GPRS units made up around 6% of total shipments. - 91% of domestic units were 1x....and 30% of these had color screens. They expect color units to dominate next year. - ASP's for domestic units were 329,000 Won (slight rise sequentially)....for export $176 (flat). - The surge in export products was helped by expanding the number of operators (including Verizon and Voicestream). Breakdown by geography.... USA 29% EU 26% Asia 24% Korea 21% - Margins in the telecom division were 18%. I think that margins were helped by infrastructure sales which went from 362 Billion Won to 453 Billion Won (25% sequential improvement). The surge in infrastructure sales was due to increased 1x and 1xEV-DO sales. They said something about DO sales to both SK Telecom and KT Freetel. - The expect the world market to total 415m units during '02. They are targeting 32m units which they call a conservative goal. Slacker