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Roh Tae-moon nouveau PDG de la division smartphones chez Samsung \/ Cr\u00e9dits : Samsung Electronics<\/figcaption><\/figure>\n

A en croire le New York Times, Samsung sera le grand gagnant de l'\u00e9pid\u00e9mie de coronavirus. Et pour cause : ses concurrents produisent l'essentiel de leurs smartphones en Chine, frapp\u00e9e par de nombreuses fermetures d'usines depuis plusieurs semaines. Cela a m\u00eame forc\u00e9 Apple \u00e0 admettre dans un memo interne de possibles ruptures de stock<\/a>\u00a0sans compter le fait que la firme s'attend \u00e0 une baisse significative de ses r\u00e9sultats financiers par rapport aux pr\u00e9visions.<\/p>\n

Trendforce estime que Huawei devra se contenter d'une production inf\u00e9rieure de 15% aux pr\u00e9visions, Apple \u00e9cope d'une baisse de 10%… et Samsung ?\u00a0Samsung a de son c\u00f4t\u00e9 fait le choix il y a quelques ann\u00e9es de se retirer du march\u00e9 chinois ; et a d\u00e9localis\u00e9 depuis 2009 l'essentiel de sa production au Vietnam. Entre-temps nombre de ses fournisseurs sud-cor\u00e9ens lui ont embo\u00eet\u00e9 le pas. Du coup selon Trendforce, la production devrait \u00e0 peine \u00eatre impact\u00e9e de seulement 3%.<\/p>\n

Forc\u00e9ment gr\u00e2ce \u00e0 sa d\u00e9localisation au Vietnam, l'impact des fermetures d'usines en Chine est minime pour Samsung, qui sera donc vraisemblablement cette ann\u00e9e le constructeur capable de produire le plus d'unit\u00e9s de smartphones. Et c'est d'autant plus vrai que le constructeur a d\u00fb se retirer l'ann\u00e9e derni\u00e8re du march\u00e9 chinois<\/a>. Il faut dire que sa part de march\u00e9 y \u00e9tait d\u00e9j\u00e0 alors proche de z\u00e9ro.<\/p>\n

Une source proche de Samsung affirme que l'entreprise “ne le dit pas publiquement, mais ils sont soulag\u00e9s”<\/em>. N\u00e9anmoins d'autres sources soulignent que si la situation se prolongeait, Samsung finirait par souffrir lui aussi plus durement de la crise. Samsung n'a en effet pas d'autres choix que d'acheter de nombreux composants en Chine. Par ailleurs les malheurs d'Apple et de Huawei ne sont pas forc\u00e9ment une bonne nouvelle pour le groupe.<\/p>\n

Lire \u00e9galement :\u00a0iPhone 9 – pr\u00e9sentation officielle le 31 mars 2020 malgr\u00e9 l'\u00e9pid\u00e9mie de coronavirus<\/a><\/strong><\/p>\n

Les deux firmes font en effet partie de ses cinq plus gros clients, et ce qui est positif pour la division mobile de Samsung l'est donc beaucoup moins pour la division semi-conducteurs ainsi que Samsung Display. De quoi faire dire \u00e0 Greg Roh, analyste chez Hyundai Motor Securities que “Samsung ne sera pas compl\u00e8tement immunis\u00e9 contre le virus”<\/em>.<\/p>\n

Source : NYT<\/p>\n","protected":false},"excerpt":{"rendered":"Les ventes de smartphones Samsung devraient profiter de l’\u00e9pid\u00e9mie de coronavirus : le constructeur n’est en effet plus pr\u00e9sent sur le march\u00e9 chinois et plus de 50% de sa production est d\u00e9localis\u00e9e depuis plusieurs ann\u00e9es au Vietnam. 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