U 2021. godini Samsung Electronics je pokazao značajno povećanje količine sirovina nabavljenih izvana za svoje glavne poslove kao što su kućni aparati, mobilni uređaji i poluvodiči. Očekuje se da će se ove godine kompanija fokusirati na-strategiju profitabilnosti cijele kompanije jer se cijena materijala povećava zbog tekućeg rata s Ukrajinom i logističkih troškova opterećenih rastućim cijenama nafte.
Prior to organizational consolidation at the end of last year, Samsung Electronics procured a high proportion of raw materials from overseas, including consumer electronics (CE), IT/ mobile (IM), and device solutions (DS), according to the company's business report on March 21.
Analysts say this is due to soaring prices of key raw materials for home appliances and mobile devices. "The price of display panels, the main raw material for TVS and monitors in the consumer electronics sector, has increased by about 39 percent year-on-year, and the price of mobile AP has increased by about 19 percent," Samsung electronics said.
In 2021, Samsung's purchase of display panels for TVS and monitors from Chinese display panel makers BOE, Huaxing Optronics and AU Optronics doubled to 10.582.3 billion won (about 55.1 billion yuan) from the previous year, In particular, display panels for TV display devices accounted for 33.5 percent of the total raw materials of the home appliance industry, up from 23.7 percent last year.
An industry insider said, "As far as I know, the price of LCD panels soared last year, leading to a significant increase in the purchase amount. Most LCD panels for TVS come from Chinese companies and few from Samsung Display.
"Samsung Electronics asked Samsung Display to expand production last year to increase its bargaining power with Chinese manufacturers, but Samsung Display will stop producing LCD panels within this year and will rely more on China for LCD panels in the future," he explained.
In 2021, Samsung electronics purchased 6.21 trillion won of central processing units (cpus) for mobile application processors such as smartphones, up 10 percent from 5.635.6 trillion won. The IM division's camera module prices fell about 44 percent from a year earlier, and the materials it purchased from Samsung Electronics fell to 5.849.6 billion won last year, down from 5.909 trillion won in 2020.
But the proportion of purchases rose as the cost of materials supplied by most overseas customers increased. Last year, external purchases of small and medium size display panels for mobile devices, including mobile devices, from China's BOE and Huaxing Optoelectronics amounted to 2.51 trillion won, up about 600 billion won from the previous year.
Povećana je i nabavka materijala u sektoru poluprovodnika. U svom poslovnom izvještaju, Samsung Electronics je naveo da su cijene poluprovodničkih pločica, glavne sirovine u njegovom DS odjelu, porasle za oko 1 posto u odnosu na godinu ranije, dok su cijene fleksibilnih sklopova štampanih kola (FPCA) u njenom poslovanju s ekranima porasle za 8 posto. (Vafle su sirovi poluprovodnički osnovni materijal napravljen od silicijuma; FPCA je komponenta koja povezuje informacije o drajveru ekrana različitih digitalnih uređaja na ploču.
Samsung Electronics je dobio 300mm 12-inčne pločice od SUMCO iz Japana i SK Siltron iz Koreje, koje se uglavnom koriste za memorijske poluprovodnike. Vrijednost kupovine napolitanki iznosila je 2,313 biliona vona prošle godine, što je neznatno više od 2,31 biliona vona u 2020.
Osim toga, Samsung Electronics je prošle godine kupio 2,83 triliona vona dijelova za displej{2}}pogon od Applea i drugih kompanija, što je povećanje od više od 600 milijardi vona u odnosu na 2,19 triliona vona prošle godine. Cijena SOC materijala koje je isporučio harman iz Nvidije i Renesasa iznosila je 488,6 milijardi vona, u odnosu na 404,3 milijarde vona prošle godine.
