Electronics shipments reach record amid AI boom, following earnings surge

日本語

Building on robust corporate earnings reported earlier, South Korea's electronics and telecommunications shipments hit a record 340.5 trillion won in 2024, up 26.4 percent, driven by AI demand. This caps a strong year for manufacturing amid global chip recovery.

South Korea's combined manufacturing and mining shipments reached 2,090.2 trillion won ($1.41 trillion) in 2024, up 4.9 percent from 2023, per Ministry of Data and Statistics data. The electronics and telecommunications sector led with 340.5 trillion won in shipments -- a 26.4 percent rise and the highest since 2008 -- alongside value added of 169.4 trillion won, up 48.4 percent and the third-highest on record.

This growth follows the previously reported 20.6 percent jump in corporate earnings to 181.9 trillion won, both propelled by AI demand boosting memory semiconductor exports. Automobiles grew 1.8 percent on EV and luxury demand, while food shipments rose 2.5 percent to 124.5 trillion won via convenience foods and K-food exports.

The sector ended 2024 with 73,890 companies (up 0.7 percent) and 3.04 million employees (up 62,000), underscoring AI's role in manufacturing rebound.

関連記事

Illustration of South Korea's record $709.7 billion exports in 2025, showing Busan Port cargo ships, semiconductors, Seoul skyline, and surging trade graphs.
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South Korea's exports hit record $709.7 billion in 2025

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South Korea's exports reached a record $709.7 billion in 2025, surpassing the $700 billion mark for the first time. The surge was driven by strong semiconductor demand, leading to the largest trade surplus since 2017 at $78 billion. Industry Minister Kim Jung-kwan highlighted the economy's resilience amid global challenges.

Corporate earnings up 20.6% in 2024 on AI-led chip exports

South Korean companies' earnings rose 20 percent year-on-year in 2024, driven by increased semiconductor exports. Government data showed combined before-tax net profits reaching 181.9 trillion won, with the manufacturing sector leading the rebound. The year marked a transitional phase for artificial intelligence, boosting chip demand.

South Korea's February exports jump 29% to record high on chip demand

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South Korea's exports rose 29% year-on-year in February to $67.45 billion, marking the highest level ever for the month. The surge was driven by growing demand for semiconductors amid the AI boom. The trade surplus reached a record $15.51 billion.

アジア

South Korea's November exports rise 8.4% to $61.04 billion on chip demand

アジア

South Korea's exports down 2.3% in early January despite strong chip sales

アジア

South Korea's exports rise 8.2 percent in early November

Samsung Electronics forecasts record 20 trillion won Q4 profit

Samsung Electronics estimated its fourth-quarter operating profit at 20 trillion won, a 208 percent surge from a year earlier, driven by soaring memory chip prices amid high AI demand. Sales are projected at 93 trillion won, marking a quarterly record. The figures exceed analyst expectations and highlight a chip market supercycle.

Samsung Electronics Q3 net profit rises 21% on chip sales

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Samsung Electronics reported a 21% increase in third-quarter net profit to 12.22 trillion won on October 30. The semiconductor division's record performance, driven by the AI boom, led the gains. Operating profit surged 32.5% to 12.16 trillion won, beating market expectations.

日本の輸出、1月に16.8%増 3年ぶりの大幅上昇

日本の1月の輸出額は前年比16.8%増となり、3年ぶりの最大の上昇を記録した。中国の旧正月前の出荷増加とアジア需要の強さが主な要因だ。米国向けは減少したものの、半導体などの電子部品輸出がAI関連需要で急増した。

韓国の3月1〜20日の輸出額、50.4%増と急伸

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韓国の3月1〜20日の輸出額は、半導体の需要拡大が牽引し、前年同期比50.4%増の533億ドルに達した。韓国関税庁のデータによると、同期間の貿易収支は121億ドルの黒字となった。

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