Samsung SDI posts earnings surprise, returns to profit after 7 quarters

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삼성전자가 2023년 2분기 영업이익 89조5천억원을 기록해 역대 최대 실적을 달성했다. 반도체 DS 부문이 주도했으며, AI 메모리 수요가 성장했지만 DX 부문은 적자를 보였다.

진보 성향:AI 성장 주도 — AI 메모리 수요 확대가 반도체 수익성 강화, DX 적자에 대한 우려를 제기

보수 성향:반도체 의존성 — 반도체 수익에만 집중돼 DX 부문 적자 우려

Samsung SDI delivered a major earnings surprise in the second quarter, returning to operating profit for the first time in seven quarters as surging demand for AI data center batteries drove a faster-than-expected turnaround.

LG Energy Solution also swung to an operating profit in the second quarter, underscoring the growing importance of energy storage systems (ESS) as rising power demand and massive investment in AI infrastructure offset sluggish electric vehicle (EV) demand.

Samsung SDI said Thursday that it posted an operating profit of 203.8 billion won ($140 million) in the April-June period, reversing an operating loss of 290.2 billion won a year earlier.

The result significantly exceeded market expectations, with analysts largely expecting the company to remain in the red until the second half of the year.

Revenue rose 18.5 percent year-on-year to 3.77 trillion won, while net profit reached 471.6 billion won, up 740.5 percent from the previous quarter.

Its cumulative operating profit reached 48.2 billion won in the first half, putting the company ahead of its turnaround schedule ...

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