三星电子报告称，在人工智能相关技术需求的推动下，第二季度营业利润增长了 15 倍

三星电子公布第二季度营业利润增长超过 15 倍，主要受到半导体价格反弹的推动

Samsung Electronics Co Ltd reported on Friday a more than 15-fold increase in its second-quarter operating profit, largely driven by rebounding semiconductor prices and strong demand for artificial intelligence (AI)-related technology.

三星电子有限公司周五报告称，其第二季度营业利润增长了 15 倍以上，这主要是受到半导体价格反弹和人工智能 (AI) 相关技术强劲需求的推动。

The tech giant’s operating profit for April to June soared to 10.4 trillion won ($7.52 billion) from 670 billion won a year earlier, marking its highest since the third quarter of 2022.

这家科技巨头 4 月至 6 月的营业利润从去年同期的 6700 亿韩元飙升至 10.4 万亿韩元（75.2 亿美元），创下 2022 年第三季度以来的最高水平。

The semiconductor division emerged as a key driver of Samsung’s profitability, posting a 6.45 trillion won profit in the second quarter, the highest since the same period in 2022. This marks the division’s second consecutive quarterly profit.

半导体部门成为三星盈利的关键驱动力，第二季度实现利润6.45万亿韩元，创2022年同期以来最高水平。这标志着该部门连续第二个季度盈利。

Explosive demand for high-end DRAM chips, including high bandwidth memory (HBM) used in AI chipsets and data centre servers, contributed significantly to this growth. Samsung noted that its HBM revenue rose by approximately 50% from the previous quarter.

对高端 DRAM 芯片（包括用于人工智能芯片组和数据中心服务器的高带宽内存（HBM））的爆炸性需求对这一增长做出了巨大贡献。三星指出，其 HBM 收入较上一季度增长约 50%。

“In the second half of 2024, AI servers are expected to take up a larger portion of the (memory) market as major cloud service providers and enterprises expand their AI investments,” Samsung stated in the earnings release.

三星在财报中表示：“随着主要云服务提供商和企业扩大人工智能投资，到 2024 年下半年，人工智能服务器预计将占据（内存）市场的更大份额。”

Following the earnings announcement, Samsung’s share price rose 0.7% in morning trade, outperforming a 0.3% rise in the benchmark index (.KS11).

财报公布后，三星股价早盘上涨 0.7%，跑赢基准指数 (.KS11) 0.3% 的涨幅。

The company expects the trend to continue, forecasting that HBM3E chips will account for 60% of its HBM sales by the fourth quarter of 2024. Analysts suggest this target is achievable if Samsung’s HBM3E gains final approval from Nvidia by the third quarter.

该公司预计这一趋势将持续下去，并预测到 2024 年第四季度，HBM3E 芯片将占其 HBM 销售额的 60%。分析师表示，如果三星的 HBM3E 在第三季度获得 Nvidia 的最终批准，这一目标就可以实现。

Despite these optimistic projections, the company faces challenges. Production capacity will be focused on HBM, server DRAMs, and server solid-state drives (SSDs) for AI applications, which could constrain the supply of PC and mobile memory chips in the latter half of the year.

尽管有这些乐观的预测，该公司仍面临挑战。产能将集中在用于人工智能应用的 HBM、服务器 DRAM 和服务器固态硬盘 (SSD)，这可能会限制下半年 PC 和移动存储芯片的供应。

While the chip division thrived, Samsung’s mobile devices business experienced a decline in operating profit. The segment’s profit dropped by about 810 billion won from a year earlier due to higher parts costs, despite steady shipments of 54 million smartphones.

尽管芯片部门蓬勃发展，但三星移动设备业务的营业利润却出现下滑。尽管智能手机出货量稳定在 5,400 万部，但由于零部件成本上涨，该部门利润较上年同期下降了约 8,100 亿韩元。

Samsung remains optimistic about the future of its mobile business. The company anticipates increased demand for premium smartphones with AI functions and related accessories, such as smartwatches, in the second half of 2024.

三星对其移动业务的未来仍持乐观态度。该公司预计，到 2024 年下半年，对具有人工智能功能的高端智能手机及智能手表等相关配件的需求将会增加。

Earlier this month, Samsung launched its latest AI-enabled flagship foldable phones and mobile accessories to compete with Apple in the premium smartphone market, including a new health-monitoring ring.

本月早些时候，三星推出了最新的支持人工智能的旗舰可折叠手机和移动配件，以在高端智能手机市场与苹果竞争，其中包括新的健康监测环。

Samsung’s South Korean rival, SK Hynix Inc, also reported on Friday strong demand for AI chips, posting its highest quarterly profit since 2018. Both companies benefit from the surge in AI-driven demand for memory chips, which is expected to continue growing as more enterprises and cloud service providers invest in AI technologies.

三星的韩国竞争对手 SK 海力士公司周五也公布了对人工智能芯片的强劲需求，公布了自 2018 年以来的最高季度利润。两家公司都受益于人工智能驱动的存储芯片需求激增，预计随着更多的应用，这种需求将继续增长。企业和云服务提供商投资人工智能技术。

Samsung’s second-quarter revenue rose by 23% to 74 trillion won, reflecting robust sales across its various divisions. The company attributes this growth to the rebound in semiconductor prices and the expanding market for AI applications.

三星第二季度收入增长 23% 至 74 万亿韩元，反映出其各个部门的强劲销售。该公司将这一增长归因于半导体价格的反弹和人工智能应用市场的扩大。

The recovery in semiconductor prices, spurred by the AI boom, has lifted earnings from a low base a year ago, when post-pandemic demand for gadgets weakened.

在人工智能热潮的推动下，半导体价格回升，使公司盈利从一年前的低基数上回升，当时大流行后对电子产品的需求减弱。

Samsung’s projection for the remainder of 2024 includes a continued focus on high-demand areas such as AI servers and related memory solutions, with an anticipated increase in overall smartphone demand driven by premium products with AI capabilities.

三星对 2024 年剩余时间的预测包括继续关注 AI 服务器和相关内存解决方案等高需求领域，预计在具有 AI 功能的优质产品的推动下，智能手机整体需求将会增长。