AI热潮中电子出货量创纪录,企业盈利激增之后

在早前公布的强劲企业盈利基础上,韩国电子和电信出货量2024年达到创纪录的340.5万亿韩元,同比增长26.4%,受AI需求驱动。这标志着制造业在全球芯片复苏中迎来强劲一年。

韩国的制造业和采矿业出货总额2024年达到2090.2万亿韩元(1.41万亿美元),比2023年增长4.9%,据数据与统计部数据。电子和电信部门出货340.5万亿韩元居首位——增长26.4%,为2008年以来最高——附加值169.4万亿韩元,增长48.4%,为历史第三高。

这一增长继此前报告的企业盈利跃升20.6%至181.9万亿韩元,两者均受AI需求推动存储半导体出口而提振。汽车出货增长1.8%,受电动车和豪华车型需求推动,食品出货增长2.5%至124.5万亿韩元,通过方便食品和K-食品出口。

该部门2024年底拥有73,890家公司(增长0.7%)和304万名员工(增加6.2万人),凸显AI在制造业反弹中的作用。

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South Korean port illustrating record semiconductor exports exceeding 100 billion dollars.
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South Korea's June exports exceed $100 billion for first time

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South Korea's monthly exports surpassed $100 billion for the first time in June, driven by record semiconductor shipments.

South Korea's exports jumped 53 percent from a year earlier to a record $87.8 billion in May, driven by the semiconductor supercycle.

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South Korea's exports rose 36.7 percent year-on-year to a record $25.2 billion in the April 1-10 period, fueled by strong semiconductor demand. Korea Customs Service data showed imports up 12.7 percent to $22.1 billion, resulting in a $3.1 billion trade surplus.

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Doosan Group is expected to post strong growth as its key businesses align with the core supply chain of the artificial intelligence industry. Its electro-materials and power units benefit from expanding data center demand.

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