반도체 추락 금융위기후 최대 삼성전자 90%‘이익급락'

Semiconductor crash Samsung Electronics'

반도체 생산이 2월에 17.1% 급락하며 반도체 생산 감소폭이 금융위기의 2008년 12월(-18.1%) 이후 최대치가 됐고, 삼성전자가 1분기 영업이익이로 89% 급감 예상이 나왔다.

통계청의 2월 자료는 제조업(-3.1%) 전기·가스업(-8.0%) 감소에서 광업(11.9%)이 늘었다.

금융정보업체 에프앤가이드가 증권사들이 64개 상장사의 올해 1분기 예상 영업이익을 전년동기대비 66% 급감한 12조4484억원으로 집계했다애프앤가이드 집계는 삼성전자 1분기 영업이익이 1조5028억원으로 전년도의 14조1214억원 대비 89.4% 급감 예상이라며, 지난해 12월의 올 1분기 예상치로 7조1142억원와 불과 3개월 사이에 1/5 급추락이다.

한국경제는 지난해 12월 초만 해도 이들 기업의 영업이익 전망치가 24조5201억원이었고, 이어 1월 초에 22조7713억원으로 줄이고, 2월 초 16조368억원으로 낮췄으나 3월 들어 7조원대로 급락 조정했다고 30일 보도했다.증권사들이 1분기 영업이익 급감 예상은 포스코홀딩스(-66.6%), 삼성전기(-68.5%), SK이노베이션(-66.3%), LG화학(-40.9%) 대폭 감소세이다.

통계청의 2월 제조업 재고는 전기장비(-3.0%), 통신·방송장비(-9.1%) 등에서 감소했으나, 반도체(3.9%), 기계장비(5.7%), 전자부품(9.5%) 등에서 늘어 전월대비 0.9% 증가했다.

반도체 수출 감소는 3월 1일~20일 수출 통계에서 43억2000만달러(-44.7%, 전년동기대비) 급감이다.

고, 대중국 수출도 61억8000만달러(-36.2%) 감소이다.

중국 수출 감소는 3월 1일부터 20일까지 전년동기대비 36.2% 감소에서 수입은 9.1% 증가로 8개월째 수출 감소 진행이다.

중국으로 반도체 수출 감소는 메모리반도체가 지난해 8월부터 진행됐고, 시스템반도체는 11월부터 감소세가 이어지며 중국에 무역적자국이 됐다.

무역협회는 수출 감소세가 1분기 12.6% 2분기 11.9% 3분기 10.1% 감소에 이어 4분기 0.5% 증가하며 연간 수출 감소는 8∼9%에서 최대 무역적자 410억달러 확대 가능성을 28일 밝혔다.

반도체 수출 감소가 전제 수출에 끼친 영향은 1∼2월에서 70.3% 절대비중을 차지했고, 전체 수출에서 반도체 수출액 비중이 3월 20일까지 12.8%로 급감했다.

반도체는 지난해 4월부터 수출 단가가 하락하고 물량은 1월에 19.3% 급감했다.

무역협회는 2월 기준으로 미국에 대한 반도체 수출 감소율이 69.1% 급감했고, 홍콩은 59.2%, 대만은 45.9%, 베트남은 35.8%, 중국은 39.7%였다고 밝혔다.

증권사들은 삼성전자 목표가를 올려잡은 보고서를 3월에 잇따라 내놨고, 30일 삼성전자 주가가 상승했다.kimjc00@hanmail.net

Semiconductor crash Samsung Electronics' profit plummeted by 90%, the largest since the financial crisis

Semiconductor production plunged 17.1% in February, the largest decline in semiconductor production since December 2008 (-18.1%) during the financial crisis, and Samsung Electronics' operating profit in the first quarter was expected to drop by 89%.

According to the data from the National Statistical Office for February, the mining industry (11.9%) increased from a decrease in manufacturing (-3.1%) and electricity and gas (-8.0%).

FnGuide, a financial information company, estimated that securities companies' first quarter operating profit of 64 listed companies was 12,448.4 billion won, down 66% from the same period last year. It is expected to decrease by 89.4% from 14.1214 trillion won in the previous year, and it is a one-fifth drop between 7.1142 trillion won and only 3 months as expected in December last year for the first quarter of this year.

As for the Korean economy, as of early December of last year, the projected operating profit of these companies was 24.5201 trillion won, then reduced to 22.7713 trillion won in early January and 16.368 trillion won in early February, but plunged to 7 trillion won in March. It was reported on the 30th that it had been adjusted. Securities companies' expectations for a sharp drop in operating profit in the first quarter are Posco Holdings (-66.6%), Samsung Electro-Mechanics (-68.5%), SK Innovation (-66.3%), and LG Chem (-40.9%). .

Statistics Korea's February manufacturing inventory decreased in electrical equipment (-3.0%) and telecommunications and broadcasting equipment (-9.1%), but increased in semiconductors (3.9%), mechanical equipment (5.7%), and electronic parts (9.5%) from the previous month. increased by 0.9% compared to

The decline in semiconductor exports is a sharp decline of $4.32 billion (-44.7%, compared to the same period last year) in export statistics from March 1 to 20.

In addition, exports to China also decreased by 6.18 billion dollars (-36.2%).

China's exports declined 36.2% YoY from March 1st to 20th, while imports increased 9.1% YoY, marking the 8th consecutive month of decline in exports.

The decline in semiconductor exports to China began in August of last year for memory semiconductors, and the decline in system semiconductors continued from November, resulting in a trade deficit with China.

The Korea International Trade Association (KITA) announced on the 28th that the decline in exports was 12.6% in the first quarter, 11.9% in the second quarter, and 10.1% in the third quarter, followed by a 0.5% increase in the fourth quarter.

The impact of the decrease in semiconductor exports on overall exports accounted for 70.3% of total exports in January and February, and the share of semiconductor exports in total exports plummeted to 12.8% by March 20th.

For semiconductors, export unit prices have fallen since April of last year, and shipments plunged 19.3% in January.

The Korea International Trade Association (KITA) revealed that as of February, the decline in semiconductor exports to the United States plunged by 69.1%, followed by Hong Kong by 59.2%, Taiwan by 45.9%, Vietnam by 35.8%, and China by 39.7%.

Securities companies released a report in March that raised the target price of Samsung Electronics, and Samsung Electronics stock prices rose on the 30th.

Financial crisis, exports to China, trade deficit, trade associations, semiconductor crash, semiconductor exports, Samsung Electronics, export decline, operating profit, securities companies