[소부장 레이더] 삼성전기, AI·전장으로 첫 분기 매출 3兆 시대

Samsung Electro-Mechanics' record revenue demonstrates that semiconductor suppliers capturing both AI infrastructure demand and automotive electrification trends simultaneously can achieve explosive growth and margin expansion. The company's balanced growth across AI servers, automotive electronics, and cameras shows that dual mega-trend positioning provides structural pricing power—a rare advantage for component suppliers typically exposed to commodity pressures.