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

To: Eric L who wrote (331)	7/30/2012 2:00:10 PM
From: Eric L	Respond to of 374

Samsung Electronics IM (IT/Networks and Mobile Wireless) in Q2 2012 ... From the Samsung Q2 Earnings Presentation Slides ... samsung.com Note: Samsung "Handsets" include entry level phones, feature phones, smartphones, phablets (like the Galaxy Note) and tablets. Samsung does not break that down or even supply total unit volumes of "Handsets." Laptop PCs are part of IM IT/Networks. Samsung DMC IM (IT and Mobile) 2Q Results Samsung IM Revenue and profit increased QoQ due to product mix improvement led by high-end smartphone sales increase Total IM Sales: 24.04 Trillion South-Korean Won ($20.74 Billion USD); +60% YoY Total IM Operating Profit: 4.19 Trillion KRW ($3.61 Billion USD); +145% YoY Samsung IM: Handsets Maket Demand: Grew slightly QoQ amid weak seasonality Sales: 20.52 Trillion South-Korean Won ($17.7 Billion USD); +75% YoY Operating Profit: not broken out Smartphones: Demand increased by low single digit % QoQ. Shipments increased QoQ with a successful launch of Galaxy SIII and solid sales of Galaxy Note. Featurephone: Demand decreased slightly QoQ. Shipments decreased due to demand slowdown amid weak seasonality. ASP increased QoQ due to product mix improvement. Samsung IM: Network/IT Network: Earnings declined QoQ due to the decreased sales of LTE equipment IT: Sales for PC/Printers declined QoQ amid low seasonal demand 3Q Market Outlook: Samsung IM: Handsets Demand to increase QoQ driven by the growth of smartphones and emerging markets amid seasonality ... · Smartphone : New products with diverse price ranges to be released · Featurephone : Demand to increase slightly QoQ · Tablet : Competition to continue with new product launches [Samsung IM: Network/IT] Network: LTE network to continue expansion in overseas markets (US, Japan, etc) IT: PCs/Printers demand to increase QoQ with limited growth ### >> Samsung Posts Earnings Results For Q2 2012, Over 50 Million Smartphones Shipped Silviu Serban Tech Source July 30, 2012 tech.sc Nokia and Apple have posted their financial results for Q2 2012 and we can already figure out what happened with both companies in the second quarter of the year. Samsung have also posted a press statement revealing the company’s financial results for Q2 2012. Their smartphone division worked flawlessly, as over 50 million smartphones were shipped. What is even more important is that the South Korea-based company managed to sell over 10 million Samsung Galaxy S3 units in less than two months. Samsung also took advantage from the late launch of the iPhone 5 / the new iPhone which will reportedly hit the market on September 21st. The analysts are estimating that Samsung’s shipments in Q3 will drop because of the summer break and because of an anemic month of August in terms of sales. In late September or early Q4 2012 the iPhone 5 will hit the stores and the battle on the smartphone segment will heat up. In Q2 2012 Samsung Electronics had a revenue growth of 21% compared to the same time frame of the last year, while their profit raised 79% compared to Q2 2011, reaching $5.9 million. The Consumer Electronics and IT&Mobile Divisions had a year-over-year growth of 37%. Samsung Mobile Communications registered an increase in revenue of 75% compared to the same time frame of 2011. Samsung Galaxy S3 and Samsung Galaxy Note were the top-selling smartphones of the South Korean company; who would have though that the 5.3-inch phablet will be so successful? In contradiction with analysts’ forecasts, Samsung is hoping that Q3 2012 will also bring an increase, based on tablet and smartphone shippments, as Samsung Galaxy S3's sales are currently skyrocketing. The officials of the world’s biggest smartphone vendor said they are estimating that even more LTE and low budget smartphones will be sold in Q3 2012. Samsung is one of the few phone makers that are still doing fine on the market. Then comes Apple. The rest of the phone manufacturers are either losing money or barely stay at the surface, and I am thinking of Motorola, Sony, Nokia and RIM. ### - Eric -