Árið 2021 sýndi Samsung Electronics verulega aukningu á magni af hráefni að utan fyrir helstu fyrirtæki sín eins og heimilistæki, farsíma og hálfleiðara. Á þessu ári er gert ráð fyrir að fyrirtækið einbeiti sér að arðsemisstefnu-fyrir alla þar sem efniskostnaður eykst vegna yfirstandandi stríðs við Úkraínu og flutningskostnaðar sem er íþyngd vegna hækkandi olíuverðs.
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.
Einnig jukust efniskaup í hálfleiðarageiranum. Í viðskiptaskýrslu sinni sagði Samsung rafeindatækni að verð á hálfleiðaraplötum, aðalhráefninu í DS deild þess, hækkaði um 1 prósent frá fyrra ári, en sveigjanleg prentuð hringrás (FPCA) verð í skjáviðskiptum þess hækkaði um 8 prósent. (Wafles eru hráefni hálfleiðara grunnefni úr sílikoni; FPCA er hluti sem tengir skjáreklaupplýsingar ýmissa stafrænna tækja við spjaldið.
Samsung rafeindatækni hefur fengið 300 mm 12 tommu oblátur frá SUMCO í Japan og SK Siltron frá Kóreu, sem eru aðallega notaðar fyrir minnishálfleiðara. Verðmæti oblátakaupa var 2.313 billjónir won á síðasta ári, en 2.31 billjónir won árið 2020.
Að auki keypti Samsung Electronics 2,83 billjónir wona af skjá-drifrásarhlutum frá Apple og öðrum fyrirtækjum á síðasta ári, aukning um meira en 600 milljarða won úr 2,19 billjónum won í fyrra. Kostnaður við SOC efni sem harman frá Nvidia og Renesas útvegaði var 488,6 milljarðar won, upp úr 404,3 milljörðum won í fyrra.
