{"id":117132,"date":"2026-01-08T11:47:43","date_gmt":"2026-01-08T11:47:43","guid":{"rendered":"https:\/\/ekamu.net\/?p=117132"},"modified":"2026-01-08T11:47:43","modified_gmt":"2026-01-08T11:47:43","slug":"samsungdan-tarihi-gelir-sirket-net-kazancini-uce-katladi","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2026\/01\/08\/samsungdan-tarihi-gelir-sirket-net-kazancini-uce-katladi\/","title":{"rendered":"Samsung\u2019dan tarihi gelir: \u015eirket, net kazanc\u0131n\u0131 \u00fc\u00e7e katlad\u0131"},"content":{"rendered":"

<\/span> G\u00fcney Kore merkezli Samsung Electronics<\/strong>, bellek fiyatlar\u0131ndaki sert y\u00fckseli\u015fin etkisiyle ge\u00e7ti\u011fimiz y\u0131l\u0131n son \u00e7eyre\u011finde k\u00e2r\u0131n\u0131 neredeyse \u00fc\u00e7 kat\u0131na \u00e7\u0131karaca\u011f\u0131n\u0131 tahmin ediyor. \u015eirketin payla\u015ft\u0131\u011f\u0131 finansal tahminlere g\u00f6re, \u00f6zellikle yapay zeka odakl\u0131 talebin h\u0131zla artmas\u0131, d\u00fcnyan\u0131n en b\u00fcy\u00fck bellek \u00e7ipi \u00fcreticisini tarihi bir k\u00e2rl\u0131l\u0131k seviyesine<\/strong> ta\u015f\u0131yor. <\/figure>\n

K\u00e2r \u00fc\u00e7e katland\u0131<\/b><\/p>\n

Samsung\u2019un Per\u015fembe g\u00fcn\u00fc yay\u0131mlad\u0131\u011f\u0131 tahminlere g\u00f6re \u015firket, y\u0131l\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde yakla\u015f\u0131k 93 trilyon won (64,16 milyar dolar) gelir<\/strong> elde etti. Ayn\u0131 d\u00f6nemde faaliyet k\u00e2r\u0131n\u0131n 20 trilyon won (13,8 milyar dolar)<\/strong> seviyesine ula\u015fmas\u0131 bekleniyor. Bu rakamlar, gelirin ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 23 artarken<\/strong>, k\u00e2r\u0131n ise neredeyse \u00fc\u00e7 kat\u0131na \u00e7\u0131kt\u0131\u011f\u0131n\u0131<\/strong> g\u00f6steriyor. Bu, Samsung\u2019un bug\u00fcne kadarki en y\u00fcksek k\u00e2r seviyesi olacak. Samsung, ayr\u0131nt\u0131l\u0131 sonu\u00e7lar\u0131 29 Ocak’ta yay\u0131nlayacak.<\/p>\n

K\u00e2r art\u0131\u015f\u0131n\u0131n arkas\u0131ndaki temel unsur yapay zeka uygulamalar\u0131nda kullan\u0131lan bellek \u00e7iplerine (DRAM, HBM ve NAND) y\u00f6nelik ola\u011fan\u00fcst\u00fc talep<\/strong> oldu. Nvidia, AMD, Google, Meta, Microsoft ve OpenAI gibi \u00f6nde gelen \u00e7ip tasar\u0131mc\u0131lar\u0131n\u0131n yapay zeka h\u0131zland\u0131r\u0131c\u0131lar\u0131nda kullan\u0131lan bellekler i\u00e7in s\u0131n\u0131rl\u0131 arz kar\u015f\u0131s\u0131nda yo\u011fun talep g\u00f6stermesi piyasadaki dengeleri k\u00f6kten de\u011fi\u015ftirdi.<\/p>\n

Bellek \u00fcreticilerinin kapasitelerini y\u00fcksek k\u00e2rl\u0131 yapay zeka sipari\u015flerine y\u00f6nlendirmesi haliyle ki\u015fisel bilgisayarlar ve mobil cihazlarda kullan\u0131lan bellek \u00e7iplerinde genel bir arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131na<\/strong> yol a\u00e7t\u0131. Bu durum, bellek fiyatlar\u0131n\u0131n h\u0131zla yukar\u0131 y\u00f6nl\u00fc hareket etmesini de beraberinde getirdi.<\/p>\n

D\u00fcnyan\u0131n en b\u00fcy\u00fck bellek \u00e7ipi \u00fcreticisi konumundaki Samsung, bu alanda SK Hynix <\/strong>veABD merkezli Micron<\/strong> ile rekabet ediyor. \u015eirket, 2023 ve 2024 y\u0131llar\u0131nda Nvidia\u2019ya HBM3 ve HBM3E<\/strong> sat\u0131\u015flar\u0131nda zorluk ya\u015fasa da ge\u00e7en y\u0131l ilk kez HBM3E i\u00e7in tedarik onay\u0131<\/strong> ald\u0131. Son d\u00f6nemde ise HBM4 \u00e7ipleri i\u00e7in de Nvidia\u2019dan onay ald\u0131\u011f\u0131<\/strong> bildiriliyor.<\/p>\n

Belleklerde \u201cHyper-Bull\u201d d\u00f6nemi<\/b><\/p>\n

<\/span> Counterpoint Research taraf\u0131ndan yay\u0131mlanan son raporda, bellek piyasas\u0131n\u0131n \u201cHyper-Bull\u201d olarak tan\u0131mlanan a\u015f\u0131r\u0131 g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f evresine<\/strong> girdi\u011fi vurguland\u0131. Rapora g\u00f6re mevcut piyasa ko\u015fullar\u0131 2018\u2019deki tarihi zirvenin bile \u00f6tesine ge\u00e7mi\u015f durumda. Ara\u015ft\u0131rma \u015firketi, 2025\u2019in son \u00e7eyre\u011finde bellek fiyatlar\u0131n\u0131n y\u00fczde 40 ila 50 aras\u0131nda artt\u0131\u011f\u0131n\u0131<\/strong>, 2026\u2019n\u0131n ilk \u00e7eyre\u011finde de benzer oranlarda y\u00fckseli\u015fin s\u00fcrebilece\u011fini \u00f6ng\u00f6r\u00fcyor. \u0130kinci \u00e7eyrek i\u00e7in ise yakla\u015f\u0131k y\u00fczde 20\u2019lik ek bir art\u0131\u015f<\/strong> bekleniyor. <\/figure>\n

Bu tabloda Samsung ve di\u011fer bellek \u015firketlerine yaram\u0131\u015f durumda. \u015eirketin hisseleri son 12 ayda y\u00fczde 145\u2019ten fazla de\u011fer kazand\u0131.<\/strong><\/p>\n

Bu arada Samsung\u2019un d\u00f6rd\u00fcnc\u00fc \u00e7eyrek k\u00e2r\u0131n\u0131n en az 15 trilyon wonluk k\u0131sm\u0131n\u0131n, yar\u0131 iletken sat\u0131\u015flar\u0131n\u0131 kapsayan Samsung Device Solutions biriminden geldi\u011fi tahmin ediliyor. Ak\u0131ll\u0131 telefon i\u015fini y\u00fcr\u00fcten Samsung MX b\u00f6l\u00fcm\u00fcn\u00fcn ise ayn\u0131 d\u00f6nemde 2 ila 3 trilyon won aras\u0131nda faaliyet k\u00e2r\u0131 elde etti\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Di\u011fer yandan, d\u0131\u015f m\u00fc\u015fteriler i\u00e7in \u00e7ip \u00fcreten Samsung Foundry biriminin zarar\u0131n\u0131 azaltmay\u0131 ba\u015fard\u0131\u011f\u0131 ifade ediliyor. Beyaz e\u015fya ve t\u00fcketici elektroni\u011fi taraf\u0131nda faaliyet g\u00f6steren Samsung DX ise yo\u011fun rekabet nedeniyle bask\u0131 alt\u0131nda kalm\u0131\u015f durumda. Samsung Display b\u00f6l\u00fcm\u00fcn\u00fcn ise k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 korudu\u011fu belirtiliyor.<\/p>\n\n

<\/span><\/p>\n

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/samsung-dan-tarihi-gelir-sirket-net-kazancini-uce-katladi–200618<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

G\u00fcney Kore merkezli Samsung Electronics, bellek fiyatlar\u0131ndaki sert y\u00fckseli\u015fin etkisiyle ge\u00e7ti\u011fimiz y\u0131l\u0131n son \u00e7eyre\u011finde k\u00e2r\u0131n\u0131 neredeyse \u00fc\u00e7 kat\u0131na \u00e7\u0131karaca\u011f\u0131n\u0131 tahmin ediyor. \u015eirketin payla\u015ft\u0131\u011f\u0131 finansal tahminlere g\u00f6re, \u00f6zellikle yapay zeka …<\/p>\n","protected":false},"author":1,"featured_media":117133,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[600,498,711,298],"class_list":["post-117132","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-bellek","tag-cip","tag-kar","tag-samsung"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/117132","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=117132"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/117132\/revisions"}],"predecessor-version":[{"id":117136,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/117132\/revisions\/117136"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/117133"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=117132"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=117132"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=117132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}