Pada tahun 2021, Samsung Electronics menunjukkan peningkatan yang signifikan dalam jumlah bahan baku yang diperoleh dari luar untuk bisnis utamanya seperti peralatan rumah tangga, perangkat seluler, dan semikonduktor. Tahun ini, perusahaan diharapkan untuk fokus pada strategi profitabilitas yang luas-perusahaan karena biaya bahan meningkat karena Perang yang sedang berlangsung dengan Ukraina dan biaya logistik yang dibebani oleh melonjaknya harga minyak.
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.
Pembelian material di sektor semikonduktor juga meningkat. Dalam laporan bisnisnya, elektronik Samsung mengatakan harga wafer semikonduktor, bahan baku utama di divisi DS, naik sekitar 1 persen dari tahun sebelumnya, sementara harga Flexible Printed Circuit Assembly (FPCA) dalam bisnis display naik 8 persen . (Wafer adalah bahan dasar semikonduktor mentah yang terbuat dari silikon; FPCA adalah komponen yang menghubungkan informasi driver tampilan berbagai perangkat digital ke panel.
Elektronik Samsung telah menerima wafer 300mm 12-inci dari SUMCO Jepang dan SK Siltron Korea, yang terutama digunakan untuk semikonduktor memori. Nilai pembelian wafer adalah 2,313 triliun won tahun lalu, naik sedikit dari 2,31 triliun won di tahun 2020.
Selain itu, Samsung Electronics membeli layar-bagian sirkuit penggerak senilai 2,83 triliun won dari Apple dan perusahaan lain tahun lalu, meningkat lebih dari 600 miliar won dari 2,19 triliun won tahun lalu. Biaya bahan SOC yang dipasok oleh harman dari Nvidia dan Renesas adalah 488,6 miliar won, naik dari 404,3 miliar won tahun lalu.
