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SEOUL: South Korea's SK Hynix Inc<\/a> said it expects solid demand for server chips to offset a drop in personal computer shipments and weaker mobile demand growth, especially in China, after its first-quarter profit more than doubled on a year ago.
The world's second-biggest memory chipmaker on Wednesday posted a 116% jump in Q1 earnings, supported by solid demand from server clients, but slightly missed market expectations due to weaker demand for mobile chips and one-off costs.
\"As demand for server chips is on the rise, the memory business will improve into the second half,\" said Kevin Noh, chief marketing officer at SK Hynix<\/a>.
Delivery delays in chip equipment caused by component shortages have hobbled capacity expansions and upgrades across the chip manufacturing industry, but SK Hynix will strive to meet customer demand by improving its yield rate, Noh said.
Operating profit rose to 2.9 trillion won ($2.3 billion) in the January-March quarter, its highest first-quarter profit since 2018. This was up from 1.3 trillion won a year earlier but below analysts' expected profit of 3.1 trillion won, according to Refinitiv SmartEstimate.
\"Consumption of some IT products slowed down from the start of the year amid ongoing challenges, including the supply chain issue,\" the company said in a statement.
A disruption at a rival NAND flash chip plant owned by Japan's Kioxia and Western Digital<\/a> in February due to contamination of raw materials led to solid shipments and a quarter-on-quarter price rise for NAND flash chips, analysts said.
However, slowing demand for mobile chips due to China's COVID-19 lockdown and inflationary pressures weighed on earnings.
Worldwide smartphone shipments fell 11% during the period amid unfavourable economic conditions and sluggish seasonal demand, research company Canalys<\/a> said this month.
SK Hynix said it expects the memory chip industry to continue to grow this year as it focuses on maintaining profitability - a stance that analysts said would help limit volatility in memory chip price and demand fluctuations, as memory chip makers refrain from aggressively expanding sales.
No. 1 memory chip manufacturer Samsung<\/a> has also flagged a similar stance.
Revenue climbed 43% on-year to 12.2 trillion won.
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SK海力士看到固体服务器芯片需求抵消较弱的手机,个人电脑需求
全球第二大内存芯片制造商周三公布第一季度收入增长116%,固体的需求支持服务器的客户,由于需求疲软,但略低于市场预期为移动芯片和一次性费用。
韩国:韩国的SK海力士公司表示,预计固体服务器芯片需求来抵消个人电脑出货量下降和移动需求增长疲软,特别是在中国,后在一年前第一季度利润增长逾一倍。
全球第二大内存芯片制造商周三公布第一季度收入增长116%,固体的需求支持服务器的客户,由于需求疲软,但略低于市场预期为移动芯片和一次性费用。
“服务器芯片需求正在上升,内存业务将提高到下半年,”凯文说能剧,首席营销官SK海力士。
芯片设备延迟交货造成的组件短缺困扰整个芯片制造业产能扩张和升级,但SK海力士将努力满足客户的需求通过提高其收益率,能剧说。
营业利润上升至2.9万亿韩元(合23亿美元),1季度第一季度利润自2018年以来的最高点。这是高于上年同期的1.3万亿韩圆但低于分析师的预期利润为3.1万亿韩圆,据Refinitiv SmartEstimate。
“一些IT产品消费放缓从今年年初在持续的挑战,包括供应链的问题,”该公司在一份声明中说。
中断在对手NAND闪存芯片工厂由日本Kioxia和拥有西部数据公司2月份由于原材料污染导致固体装运和NAND闪存芯片的环比价格上涨,分析人士说。
然而,由于中国需求放缓的移动芯片COVID-19锁定和通胀压力影响收益。
期间全球智能手机出货量下降了11%在不利的经济条件和季节性需求疲软,研究公司Canalys本月表示。
SK海力士表示,预计记忆体晶片行业今年将继续增长,因为它专注于保持盈利能力——一个立场,分析师表示,将有助于限制内存芯片价格的波动和需求的波动,当记忆体晶片制造商避免积极扩大销售。
1号记忆体晶片制造商三星也标记类似的立场。
收入同比上升了43%,至12.2万亿韩圆。
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