Samsung Electronics has unveiled the new Galaxy Tab S9 FE, a budget-friendly tablet, sparking industry interest in whether it can close the market share gap with Apple’s iPad.According to industry sources on Dec. 26, Samsung Electronics plans to release the Galaxy Tab S9 FE and the Galaxy Tab S9 FE+
Amid an economic downturn, global personal computer sales volume, which had been sluggish, is forecasted to rebound next year as the market for AI PCs, equipped with generative AI and related features, starts to open up.According to market research firm TrendForce on Nov. 9, total shipments of the g
LG Display announced on Sept. 24 that it has entered mass production of its 17-inch foldable OLED designed for laptops. This product is set to be incorporated into HP’s recently showcased foldable laptop.The panel leverages LG Display’s distinctive technology, the tandem OLED structure, previously a
According to a recent survey, South Korean companies, which have secured the top position in major industry products and service sectors worldwide, have now risen to the third spot along with Japanese companies in terms of global market share.In its 2022 self-conducted survey of market share in 63 m
Foreign laptop suppliers’ market shares are rising in South Korea, led by Asus and Lenovo.According to market research firms, the share of Samsung Electronics and LG Electronics, which used to exceed 80 percent, almost halved in one year in the second quarter of this year.Specifically, Samsung Elect
Coupang announced on Oct. 5 that it will participate in the Cybersecurity Awareness Month campaign, which has been led by the U.S. government for 19 years.Cybersecurity Awareness Month was launched by President George W. Bush in 2004. It is held in October every year to increase the awareness of dig
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Downgrade to HOLD; cut target price to KRW17,000 We downgrade to HOLD for LGD and cut our 12m TP from KRW22,000 to KRW17,000 (12m fwd BVPS x 0.5x target P/B). We revise down 2022-23 earnings estimates on antici
Shutdowns of Chinese cities are continuing and this is seriously affecting South Korean IT companies that supply their components to Apple, HP, Dell, etc.According to market research firms, companies that have manufacturing facilities in Shanghai and Kunshan failed to produce anything for at least h
Samsung Electronics announced on May 10 its development of the industry's first 512-gigabyte (GB) Compute Express Link (CXL) DRAM, taking an important step toward the commercialization of CXL which will enable extremely high memory capacity with low latency in IT systems.Since introducing the in
Samsung Electronics’ mobile products are becoming more and more expensive. It is now an old saying that Apple products are expensive and Samsung Electronics products have excellent cost-performance ratio. As Samsung is expanding its product lineup with high-end models, the overall price is on the ri
Samsung Display announced on April 1 that the company’s QD-OLED panel yield has reached 75 percent. It was unusual that the company disclosed its panel production yield. It unveiled its QD-OLED panel yield in an announcement posted on the company's internal bulletin board. The move appears to be
Samsung Electronics is planning to unveil new Galaxy Books on Feb. 28. Apple is expected to release new MacBook Pros on March 8. In the laptop market, Apple’s share is much higher than Samsung Electronics’ unlike in the smartphone market.Apple’s new product is 13-inch and comes with the M2 chip deve
Market research firm Gartner said on Feb. 2 that IT manufacturers' semiconductor purchases totaled US$583,477 million (about 706.42 trillion won) in 2021, up 25.1 percent from a year ago.Apple took first place by purchasing US$68,269 million worth of semiconductors, an increase of 26.0 percent f
Samsung Display unveiled two foldable OLED display panels and one foldable laptop prototype at CES 2022. The panels are Flex G foldable on both sides and Flex S foldable into an S shape. The prototype is Flex Note with an aspect ratio of 4:3 and a screen size of 13 to 17 inches.The first Consumer El
Samsung Display is concentrating on the OLED laptop panel market, which is growing fast with laptop manufacturers increasingly adopting the technology for weight and power consumption reduction.According to market research firm Omdia, the total market shipments were 5.58 million units last year, up
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Leadership reshuffle to help secure technological dominance We maintain BUY and TP of KRW100,000 on SEC. In a leadership reshuffle announced on Dec 7, the company revealed a reorganization of operational struct
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. DRAM prices in 4Q21 to be stronger than expected We maintain BUY and TP of KRW100,000 on SEC. We remain optimistic about the company because DRAM prices and shipment negotiations have progressed without any maj
Chinese smartphone manufacturers are increasing their presence in the Latin American market, threatening the leading position of Samsung Electronics.Market research firm Counterpoint Research said in its report on Nov. 15 that Samsung Electronics’ share in the Latin American smartphone market was 37
The United States International Trade Commission (USITC) has initiated a patent infringement investigation related to Samsung Electronics and LG Electronics at the request of Sonrai Memory.The plaintiffs including the non-practicing entity are claiming that Samsung Electronics and LG Electronics inf
Nikkei reported on Aug. 6 that Samsung Electronics recorded the highest market shares in the global DRAM, NAND flash, OLED panel, ultra-slim TV and smartphone markets last year. In addition, SK Hynix, LG Electronics and LG Display came in second in the DRAM, ultra-slim TV and OLED panel markets, res