This is good or bad for AAPL?

ysc

Samsung Electronics fourth-quarter profit sags


SEOUL (Reuters) - Samsung Electronics Co Ltd posted its first decline in quarterly profit in two years, hit by one-off special bonus as well as slowing smartphone sales as it braces for a year of tougher competition with rival Apple Inc.

The world's biggest smartphone maker kept its full-year investment plan conservative and warned it would be difficult to increase earnings in the first quarter as demand pulls back from the year-end holiday period.

October-December operating profit fell 6 percent on year to 8.3 trillion won ($7.7 billion), in line with a previous estimate of 8.3 trillion won, Samsung said in a statement on Friday.

The figure was brought down by an 800 billion won ($745 million) special employee bonus to commemorate 20 years since Chairman Lee Kun-hee announced a management strategy that the company regards as the catalyst to its recent growth.

It said a stronger won also hit profit, knocking off around 700 billion won.

Shares of Samsung Electronics, worth $204 billion, edged up 0.4 percent after the earnings release, compared with the benchmark index which fell 0.3 percent. The stock has fallen 8 percent in the past month on concern over slowing smartphone growth.

"It will be challenging for Samsung to improve its earnings in the first quarter as the weak seasonality of the IT industry will put pressure on demand for components and TV products," the company said in a statement.

Samsung said its 2014 capital expenditure, a barometer of broader technology industry demand for manufacturing tools such as chip equipment, will be similar to 2013's 23.8 trillion won.

Operating profit at its cash cow mobile division stood flat at 5.47 trillion won, but slipped 18 percent from July-September's record 6.7 trillion won as new iPhones drew away sales during the year-end holiday period.

Operating profit from display unit Samsung Display tumbled 90 percent to 110 billion won as weaker-than-forecast sales of the Galaxy S4 left smartphone screens sitting in the inventory, while subdued sales of television sets also had an impact on TV screen shipments.

(Reporting by Miyoung Kim; Editing by Christopher Cushing)

stocktoaster

It's good news to apple as a competitor.  Like the game between t-mobile and AT&T in last few weeks

stocktoaster

如果苹果出大屏手机，再加上现在的小屏，它要一统江湖。在美曰巿场棒子会更惨。在中国高端市场也不再有优势

wsjboy

AAPL


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AAPL, csmg,apple,electrnc eqpmnt,cap 493734.66,sh 904.16, in sp500_set   AAPL   yahoo  finviz  google  fool  
pe 13.78,peg 0.97,p_fcf 14.51,alpha 27.40,beta 0.94,a_vol 11450, div 2.23 131106,er 140127*a,insi 0.04 -4.49,inst 61.8 0.0,recom 1.90
Q: 554.00 555.62 544.75 546.07 -1.82% | 15334K 1.34 | -0.70% -0.181 0.030 0.009 | -5.05 44.52
[ 2.20 3.01 2.26 | 560.2 574.77 10 | 528.23 509.21 11 | 551.25 18 | b 1 566.00 533.95 ]
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[ DFF        -        P        CTT        -        -        -        -        -        -        BB- ]
[w -        DTT        -        -        FFF        -        -        CFF        -        -        BB- ]
[-         -         -         b+        -         -         -         -         -         -         1.79]
AAPL  | 0131 0207 0214 0222 0228 0322
0.436| 0.91 0.39 0.72 0.54 0.9 0.65