Samsung Electronics plans to ramp up its on-device AI business, with the aim of exceeding global market growth in the consumer electronics segment this year.
三星电子计划扩大其设备内人工智能业务，目标是在消费电子领域超越全球市场增长。
The global consumer electronics market for smartphone, TV and home appliances will grow roughly 3% in 2025, Jong-Hee Han, chief executive officer of Samsung Electronics, told CNBC’s Chery Kang.
全球消费电子市场，包括智能手机、电视和家电，预计将在 2025 年增长约 3%，三星电子首席执行官韩宗熙在接受 CNBC 的采访时表示。
Samsung, the world’s largest smartphone and TV maker, expects its mobile devices business to grow by 4%-5% this year, while growth in TV and home appliances unit is also likely to accelerate, said Han, also the head of device eExperience (DX) division of Samsung Electronics.
三星，全球最大的智能手机和电视制造商，预计其移动设备业务今年将增长 4%-5%，同时电视和家电部门的增长也可能加速，三星电子设备体验（DX）部门负责人韩表示。
Samsung Electronics has been ramping up efforts to connect its devices to artificial intelligence, installing AI chips in its fridges, washing machines and robot vacuum cleaners.
三星电子正在加大力度将其设备与人工智能连接，在冰箱、洗衣机和机器人吸尘器中安装人工智能芯片。
It has also been bolstering its AI functions on its premium flagship smartphone models, such as the Galaxy S24 series, which has multiple AI-enabled features including real-time translation of certain foreign language phone calls.
它还在其高端旗舰智能手机型号上增强了人工智能功能，例如 Galaxy S24 系列，具有多种人工智能支持的功能，包括对某些外语电话的实时翻译。
This comes as Chinese brands such as Huawei and Xiaomi have emerged as serious competitors to Samsung by offering high-end smartphones at significantly lower prices.
这发生在华为和小米等中国品牌已成为三星的强劲竞争对手，通过提供价格显著低于的高端智能手机。
Competition from Chinese companies is ’helpful” for Samsung and the consumers, Han said during the interview, noting that the company aims to differentiate its products with more security and convenience, rather than lowering prices.
汉在采访中表示，中国公司的竞争对三星和消费者是“有帮助的”，并指出该公司旨在通过提供更多的安全性和便利性来区分其产品，而不是降低价格。
AI chip delays AI 芯片延迟
Samsung announced a major leadership reshuffle in November, putting Jun Young-hyun as co-CEO and head of the memory chip arm, sharing leadership duties with Han.
三星在 11 月宣布了一次重大领导层重组，任命郑英贤为联合首席执行官及内存芯片部门负责人，与韩相共同分担领导职责。
The South Korean tech giant, once the dominant force in the memory chip sector, has fallen behind SK Hynix in the race to supply high bandwidth memory chips, or HBM chips, that are a key component for AI leader Nvidia.
曾经在内存芯片领域占据主导地位的韩国科技巨头，现已在向人工智能领军企业英伟达供应高带宽内存芯片（HBM 芯片）的竞争中落后于 SK 海力士。
Samsung will reportedly issue its fourth-quarter revenue and operating profit forecasts on Wednesday, before releasing quarterly results in late January.
三星 reportedly 将于周三发布其第四季度的收入和营业利润预测，随后将在 1 月底发布季度业绩。
Samsung operating profit for the December quarter is expected to come in at 8.2 trillion won ($5.6 billion), according to Reuters estimates, a notable uptick from 2.8 trillion won it reported a year earlier, but down from 9.18 trillion won in the prior quarter.
根据路透社的估计，三星在 12 月季度的营业利润预计将达到 8.2 万亿韩元（56 亿美元），相比去年同期报告的 2.8 万亿韩元有显著增长，但较前一个季度的 9.18 万亿韩元有所下降。
In October, Jun, the semiconductor division head, issued a rare apology for the company’s disappointing third-quarter performance.
在十月，半导体部门负责人 Jun 罕见地为公司令人失望的第三季度业绩道歉。
Last year, shares of the South Korean giant plunged 32%, according to LSEG data, lagging the broader benchmark Kospi’s 9.6% loss.
根据 LSEG 的数据，去年这家韩国巨头的股价暴跌 32%，落后于更广泛的基准 Kospi 的 9.6%的损失。
The share price has “never been this low before,” Han said during the interview, adding that the company has “value-up” plan, aimed at increasing shareholders’ returns. The plan will be announced “one by one when it’s in order,” he said, according to a CNBC translation of his statement in Korean.
汉在采访中表示，股价“从未如此低过”，并补充说，公司有“增值”计划，旨在提高股东回报。他表示，该计划将“按顺序逐一公布”，这是根据 CNBC 对他用韩语发表声明的翻译。
Investors are hoping for Samsung to close the gap on HBM and get more serious about its “value-up” scheme, Phillip Wool, head of research at Rayliant Global Advisors said in a note Monday, while adding that the 10-trillion won share buyback plan may help stabilize the stock’s price.
投资者希望三星能够缩小与高带宽内存（HBM）的差距，并更加认真地对待其“价值提升”计划，Rayliant Global Advisors 的研究主管 Phillip Wool 在周一的一份报告中表示，同时补充说，10 万亿韩元的股票回购计划可能有助于稳定股价。
The company unveiled a surprise plan in November to buy back about 10 trillion won worth of shares over the following 12 months.
该公司在 11 月公布了一项惊人的计划，计划在接下来的 12 个月内回购约 10 万亿韩元的股票。
Peter Lee, an analyst at Citi, cautioned in a note on Dec. 31, that a longer-than-expected delay in getting Nvidia’s approval for its HBM chips and weaker PC sales could continue to pose downside risks. He maintained a “buy” rating on the stock while trimming its target price to 83,000 won from 87,000 won.
花旗的分析师彼得·李在 12 月 31 日的一份报告中警告称，获得英伟达对其 HBM 芯片的批准的时间比预期更长，以及 PC 销售疲软，可能继续带来下行风险。他维持对该股票的“买入”评级，同时将目标价格从 87,000 韩元下调至 83,000 韩元。
