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[단독] 절치부심 삼성전자 갤럭시S8 판매목표 6천만대By 김영원
Published : Jan. 9, 2017 - 16:58
[더인베스터(코리아헤럴드)=김영원기자] 갤럭시노트7 리콜 이후 절치부심해온 삼성전자가 올해 출시되는 갤럭시S8의 판매목표를 6천만대로 정하고 협력업체들에 발주를 시작했다.
협력업체 관계자는 9일 더인베스터에 “삼성에 S8 6천만대 판매를 목표로 부품 공급을 진행할 예정”이며 “출시는 4월 중순으로 확정된 상태”라고 덧붙였다.
관련기사: [단독] ‘4월 출시’ 갤럭시S8, 2월 MWC서 공개?
6천만대 판매는 최근 3년 동안 출시된 갤럭시S 모델 중 가장 높은 수치이다. 갤럭시 S5(2014)와 S6(2015)가 각 4천5백만대 판매했고 작년에 출시된 S7은 업계 추산 5천만대 판매가 유력하다.
역대 가장 많이 팔린 S시리즈는 2013년에 출시된 S4로 7천만대의 판매고를 올렸다.
또 다른 업계 관계자는 “노트7의 부재와 S8의 출시 연기로 1분기 삼성의 스마트폰 사업의 손실이 불가피해졌고 그 손실을 메우기 위해 판매목표를 높인 것 같다”고 설명했다.
혼선을 빚었던 출시시기는 4월 중순으로 정해졌다. 갤럭시노트7의 발화원인 조사로 지난해 3월 출시된 S7보다 한달 정도 미뤄진 것으로 보인다.
업계에서는 제품 공개는 소량생산을 통해 2월이나 3월에도 가능할 것으로 예상하고 있다.
삼성은 출시 한달 전인 3월부터 본격적으로 S8을 생산한다. 2월부터 삼성전기, 아모텍, 파트론, 세코닉스 등 주요 부품사들로부터 공급을 받고 2차 협력사들은 글로벌 출시가 시작되는 4월부터 부품을 공급한다.
테스트를 위한 부품 공급은 이미 작년부터 시작된 상태로 최종 테스트는 1월 중 마무리한다는 계획이다. 이후 3월과 4월 각 5백만대씩 생산이 시작될 예정이다.
지난 3분기 노트7 리콜로 30% 급감했던 삼성의 영업이익은 4분기 반등에 성공해 9조 2천억원을 기록할 것으로 예상된다.
다만 대부분 메모리칩 가격상승효과로 인한 것이라 모바일사업부는 노트단종 사태를 수습하고 S8 출시 준비에 박차를 가하고 있다.
Samsung sets shipment target of 60m for Galaxy S8
Aiming to shake off its Galaxy Note 7 woes, tech giant Samsung Electronics has set a shipment goal of 60 million this year for its upcoming Galaxy S8 smartphone, higher than that of its previous flagship models, according to industry sources Monday.
“The tech giant has requested its partners to supply (parts) based on the tech giant’s 60 million shipment goal,” an industry source told The Investor on condition of anonymity, adding Samsung has confirmed that the release schedule has been postponed to mid-April, a month later than the usual March release.
But there is still the possibility that Samsung will showcase a smaller number of S8 handsets in February or March. Mass production is expected to begin in March, when Samsung will most likely roll out 5 million units of the S8 each month. Some of the suppliers have offered smartphone components from last year for final testing. The process is set to be completed in the coming weeks.
The shipment goal for the S8 is much higher than the total shipments of the firm’s flagship models over the past three years: S5 (45 million), S6 (45 million) and S7 (48 million). The Galaxy S4, released in 2013, shipped a record 70 million units, while the S3 saw 65 million units shipped.
“As the release date of the S8 has been postponed to mid-April, Samsung seems to have set a more ambitious goal than before to make up for the loss caused by the Note model, which has so far led Samsung’s smartphone business every first quarter,” another industry source said.
The mass production of the S8 will start in March after Samsung receives electronic parts in February from its main vendors, including camera iris scanner module maker Partron and camera lens firm Sekonix.
Wireless module maker Samsung Electro-Mechanics and Amotech are expected to supply radio frequency modules, which are used for near-field communication systems, in March, while secondary vendors, such as Hansol Technics, will likely start offering parts from April.
Market watchers said it is still uncertain whether the Korean smartphone giant can make a real comeback with the S8 after the Note 7 debacle, due to increasing challenges posed by firms such as Huawei of China.
In the US, key rival Apple is expected to sell up to 80 million of its iPhone 8 handsets during the last three months of 2017, according to Nomura Securities.
Some market analysts cast doubt on Samsung’s shipment target for the S8, as the premium smartphone market is quite saturated with Chinese firms posing a serious threat to Samsung and Apple, the traditional powerhouses in the high-end smartphone sector.
Samsung has proved its resilience by posting strong earnings in the fourth quarter. Its operating profit, which dropped 29.63 percent on-year to 5.2 trillion won ($4.36 billion) in the third quarter of last year due to the ceased sales of the Note 7, increased 76.92 percent from the preceding quarter to 9.2 trillion won.
The improved profit in the fourth quarter was attributable to Samsung’s marketing drive to sell the S7 and its Edge variant to make up for the loss of the Note 7 during the period and the robust sales performance of its memory chips. As for the mid-range Galaxy A and low-end Galaxy J smartphone series, Samsung has set a shipment goal of 20 million and 100 million, respectively, according to a person briefed on the matter.
The previous models of the Galaxy J series have garnered popularity in emerging smartphone markets, such as India and South America.
Samsung unveiled the Galaxy A7, A5, and A3 earlier this week, all of which boast waterproof designs, fingerprint scanners, and full high-definition Active Matrix organic light-emitting diode displays, which used to be common features on high-end smartphones in the past.
According to a recent report by market research firm IDC, the global smartphone market grew only 1.6 percent last year, with the number of smartphone shipments standing at 1.46 billion. It is forecasted to grow at around 4 percent this year. The projected growth figure for 2017 is much lower than the double-digit rate in the early years of the smartphone era.
By Kim Young-won (firstname.lastname@example.org)
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