半导体霸主地位推动三星利润飙升创纪录

三星电子 2024 年第一季度表现出色，营业利润达 36.3 万亿韩元，同比增长 930%。人工智能应用的增长推动了对其服务器、存储芯片和数据解决方案的强劲需求，推动了该公司令人印象深刻的业绩。三星的半导体业务是这一增长的主要贡献者，销售额为23.14万亿韩元，营业利润为1.91万亿韩元。

Samsung Surges to Record Profits Fueled by Semiconductor Dominance

半导体主导地位推动三星利润飙升创纪录

In a remarkable display of financial prowess, Samsung Electronics has reported a stunning first-quarter performance, with operating profit soaring by a staggering 930% to reach 36.3 trillion Korean won. This unprecedented growth has been driven by the company's strategic investments in the burgeoning semiconductor market, particularly in server, memory chip, and data solutions for artificial intelligence (AI) applications.

三星电子展现了惊人的财务实力，第一季度业绩令人惊叹，营业利润猛增 930%，达到 36.3 万亿韩元。这种前所未有的增长是由该公司对新兴半导体市场的战略投资推动的，特别是在服务器、存储芯片和人工智能（AI）应用的数据解决方案方面。

Record-Breaking Revenue

创纪录的收入

Samsung's market dominance has been bolstered by the exceptional growth of its chip business unit, which has emerged as a pillar of the company's financial success. Despite the macroeconomic headwinds of 2023, the company's memory chip division has spearheaded a resurgence, capitalizing on the record-breaking demand for DRAM and NAND chips, high-density SSDs, and servers. These products have experienced significant price increases, contributing to the company's financial windfall.

三星的市场主导地位得益于其芯片业务部门的出色增长，该部门已成为该公司财务成功的支柱。尽管 2023 年宏观经济面临逆风，但该公司的存储芯片部门利用 DRAM 和 NAND 芯片、高密度 SSD 和服务器破纪录的需求，率先复苏。这些产品的价格大幅上涨，为公司带来了意外之财。

In the first quarter of 2024, Samsung's total revenue surged by an impressive 12.8% to reach 71.2 trillion won ($52.2 billion), marking a remarkable increase over the same period last year. The company's net profit witnessed an equally extraordinary growth of 330%, reaching a staggering 6.61 trillion won ($4.77 billion), a substantial increase from the previous year's 640 billion won ($462 million).

2024年第一季度，三星总收入大幅增长12.8%，达到71.2万亿韩元（522亿美元），较去年同期大幅增长。该公司的净利润同样实现了 330% 的惊人增长，达到惊人的 6.61 万亿韩元（47.7 亿美元），比上一年的 6400 亿韩元（4.62 亿美元）大幅增长。

Semiconductor Supremacy

半导体霸主

Samsung's semiconductor business has played a pivotal role in driving the company's first-quarter success story, generating sales of 23.14 trillion won (16.71 billion USD). The division has undergone a dramatic turnaround, recording an operating profit of 1.91 trillion won ($1.13 billion), a stark contrast to the operating losses incurred in previous quarters.

三星的半导体业务在推动公司第一季度的成功故事中发挥了关键作用，销售额达 23.14 万亿韩元（167.1 亿美元）。该部门经历了戏剧性的转变，营业利润达到 1.91 万亿韩元（11.3 亿美元），与前几个季度的营业亏损形成鲜明对比。

The company's focus on AI and High-Bandwidth Memory (HBM) chips has proven instrumental in creating an efficient computing environment. Recognizing the insatiable demand for generative AI and data-dependent applications, Samsung has invested heavily in providing the necessary computing power for these demanding tasks. The company's emphasis on producing data-intensive HBM chips, which find widespread use in AI, 5G, IoT, graphic processing, virtual reality, and augmented reality systems, has contributed to higher margins. These cutting-edge chips offer enhanced data processing speeds and reduced energy consumption, outperforming traditional NAND memory chips.

事实证明，该公司对人工智能和高带宽内存 (HBM) 芯片的关注有助于创建高效的计算环境。三星认识到对生成式人工智能和依赖数据的应用程序的需求永无止境，因此投入巨资为这些要求苛刻的任务提供必要的计算能力。该公司专注于生产数据密集型 HBM 芯片，这些芯片广泛应用于人工智能、5G、物联网、图形处理、虚拟现实和增强现实系统，这有助于提高利润率。这些尖端芯片可提高数据处理速度并降低能耗，性能优于传统 NAND 存储芯片。

Aligned with its strategic vision, Samsung has successfully implemented mass production of its high-performance memory chips, including the HBM3E 8H (8-layer) DRAM and V9 NAND, specifically designed for enterprise servers, AI, and cloud devices. The company is poised to introduce the HBM3E 12H (12-layer) chips in the second quarter of 2024, further solidifying its commitment to innovation and technological advancement.

根据其战略愿景，三星已成功实现高性能存储芯片的量产，包括专为企业服务器、人工智能和云设备设计的 HBM3E 8H（8 层）DRAM 和 V9 NAND。该公司计划于 2024 年第二季度推出 HBM3E 12H（12 层）芯片，进一步巩固其对创新和技术进步的承诺。

Competitive Landscape

竞争格局

Despite Samsung's dominance as the world's leading memory chip producer, the company faces stiff competition from rivals such as Micron and SK Hynix. Micron, a prominent player in HBM chip production, has gained ground by initiating mass production of 8-layer HBM3E semiconductors earlier this year. SK Hynix, another formidable competitor, has announced plans to launch mass production of HBM3E chips at NVIDIA's GTC 2024 event and GdDR8 fo卡 at NVIDIA's CES 2025 exhibition.

尽管三星作为全球领先的存储芯片生产商占据主导地位，但该公司仍面临着来自美光和 SK 海力士等竞争对手的激烈竞争。美光是 HBM 芯片生产领域的知名厂商，今年早些时候开始大规模生产 8 层 HBM3E 半导体，从而取得了一定的进展。另一个强大的竞争对手SK海力士宣布计划在NVIDIA的GTC 2024活动上量产HBM3E芯片，并在NVIDIA的CES 2025展会上量产GdDR8 fo卡。

The semiconductor industry has historically been subject to volatile conditions. However, Samsung has demonstrated resilience and adaptability in the face of market fluctuations, showcasing its ability to navigate the rapidly changing semiconductor landscape in the first quarter of 2024. By effectively leveraging AI-relevant systems and technologies with high bandwidth memory and other unique features, the company is poised to capture niche market trends and emerge as the global leader in the semiconductor industry.

半导体行业历来都受到不稳定因素的影响。然而，三星在面对市场波动时表现出了弹性和适应性，展示了其在 2024 年第一季度应对快速变化的半导体格局的能力。通过有效利用具有高带宽内存和其他独特功能的人工智能相关系统和技术，该公司准备抓住利基市场趋势，并成为半导体行业的全球领导者。