Revenue growth across all applications : IT/automotive/industrial
Seasonal demand increase
such as global new smartphones launch
Increased supply driven by solid demand in xEV, ADAS, server
Q4 Market Outlook & Strategy
Demand expected to slowdown due to market uncertainty and year-end inventory adjustment
Focus on timely supply of high-end MLCC such as IT small-size · high-capacitance
Increase supply of high-reliability MLCC such as high-temperature/high-voltage toxEVcustomers byleveraging widened product coverage andincreased customerqualifications
3
2023 Q3 Results
Revenue growth from increased supply of high-spec camera modules for major customers' new flagships
Increased camera module supply for strategic customer and Chinese customers' foldable phones
Supply of differentiating products including high-specification triple camera module to overseas customer
Q4 Market Outlook & Strategy
Demand expected to be soft due to IT camera module seasonality, but start new supply of camera module for flagships such as high-pixel folded zoom
Automotive camera module pixel requirements increasing with advances in autonomous driving
Focus on increasing supply of high pixel camera module such as 5M and diversifying customer base
4
2023 Q3 Results
Division revenue increased slightly QoQ despite continued soft PC demand, thanks to increased BGA supply tied to new smartphone launch
BGA supply increased for 5G antenna and mobile memory
FCBGA revenue decreased for PCs but increased for servers
Q4 Market Outlook and Strategy
BGA demand is expected to be soft due to year-end seasonality
Focus on increasing supply in growth areas such as ARM processors
FCBGA demand for PC applications is expected to be stagnant but demand for high-end package substrates for server/network is expected to remain solid
Focus on developing differentiated products and increasing supply to new customers
5
Net income attributable to owners of the parent
QoQ
YoY
3%↑
11,200.8
3%↑
3%↑
5,324.4
4%↓
5%↑
1,619.4
3%↑
13%↑
9%↓
1%↓
0.2%↑
13%↓
27%↓
3%↑
8%↑
7%↑
9%↓
3%↑
8%↑
0.3%↑
4%↑
7%↓
46%↑
2%↑
2%↑
6%↑
15%↑
15%↓
33%↓
3%↑
3%↑
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Samsung Electro-Mechanics Co. Ltd. published this content on 26 October 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 26 October 2023 02:06:05 UTC.
Samsung Electro-Mechanics Co Ltd is a Korea-based company mainly engaged in the manufacture and distribution of electronic components. The Company operates its business through three segments. The Component Solution segment is involved in the production and sale of passive elements such as multi layers ceramic capacitors (MLCC), inductors, chip resistors. The Module Solution segment is involved in the production and sale of module products, including camera modules and communication modules. The Board Solution segment is involved in the production and sale of semiconductor package substrates and high-density multilayer boards. The Company distributes its products in domestic and overseas markets such as America, Europe and Southeast Asian countries, China and Japan.