The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. The unpack event for LGI’s North American client has been confirmed for Oct 13. Noting this development, we expect uncertainties to ease and handset sales to rise. Given expectations for record-br
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. LGI shares have performed sluggish of late, weighed upon by: 1) the possibility of new competitors entering the camera module market; and 2) unit price cuts for camera modules. However, its shares
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Compared with the Galaxy Fold, SEC’s innovative Galaxy Z Fold 2 features a larger front display and thinner bezels. Contrary to market concerns, we expect the Galaxy Z Fold 2 to generate healthy s
The authors are analysts of Shinhan Investment Corp. They can be reached at hyungwou@shinhan.com and ym.ko@shinhan.com, respectively. -- Ed. 2Q20 review: Earnings in line with market expectationsLG Innotek posted sales of KRW1.5tr (+1% YoY) and operating profit of KRW42.9bn (+128% YoY) for 2Q20. Sal
The authors are analysts of Shinhan Investment Corp. They can be reached at hyungwou@shinhan.com and ym.ko@shinhan.com, respectively. -- Ed. 1Q20 review: Visible upturn in short-term parts demand amid COVID-19 concernsLG Innotek posted operating profit of KRW138bn (positive swing YoY) on sales of KR
While smartphone sales have dropped due to the spread of the new coronavirus, LG Electronics' budget model has been bucking the trend.The Q51 released by LG Electronics in Korea on Feb. 26 has sold two times more than the company’s previous budget models.The Q51 retails at 319,000 won and featur
The authors are analysts of Shinhan Investment Corp. They can be reached at hyungwou@shinhan.com and chank@shinhan.com, respectively. -- Ed. 1H20 earnings forecasts revised down on conservative demand outlookLG Innotek is expected to post sales of KRW1.5tr (+12% YoY) and operating profit of KRW39.6b
Samsung Electronics has launched the Galaxy A90 5G, the first Galaxy A series model that supports 5G mobile services.The Galaxy A90 5G features a 6.7-inch Super AMOLED Infiniti-U display and a checkered pattern design on its back.The budget model is loaded with a triple-lens camera which consists of
Samsung Electronics is seeking to cement its leadership in the global 5G smartphone market by launching new models such as the Galaxy Note 10, the Galaxy Fold and the Galaxy A90. Apple is expected to launch a 5G phone in the second half of 2020 while Huawei is having difficulties due to U.S. sanctio
Samsung Electronics will launch the Galaxy M40, the fourth model of the Galaxy M series, in order to penetrate the Indian market. It remains to be seen whether the Galaxy M40 will record sold-outs as did the Galaxy M10, M20 and M30 and help Samsung Electronics regain the top spot in the Indian smart
Global smartphone manufacturers are set to unveil innovative products to ride out a slump in the premium phone market. In particular, they will launch new form factors such as a foldable screen and a dual screen that depart from the conventional bar shape.Samsung Electronics is planning to unveil th
Samsung Electronics will unveil the Galaxy S10 smartphone series in San Francisco on Feb. 20.The company sent an invitation letter to global media outlets and partners on Jan. 11, announcing that it will introduce the Galaxy S10 series in San Francisco, a city close to the corporate headquarters of
Samsung Electronics and SK Hynix are not shocked at all by a recent drop in DRAM prices as they are already well prepared for a downtrend.According to market research firm DRAMeXchange, the price of DDR4 8Gb DRAM products for use in PCs reached US$7.31 per unit at the end of last month, down 10.74%
The budget smartphone Galaxy A of Samsung Electronics is emerging as a model that leads Samsung's innovation in the second half of this year. The company has loaded a triple-lens camera into the Galaxy A prior to the premium Galaxy S and Galaxy Note and will reduce the production costs for the m
Samsung Electronics is planning to release the Galaxy series with a “triple-lens camera” following the Galaxy A series, a low-priced smartphone series, in early October.LG Electronics' V40 ThinQ and Huawei’s Mate 20 series will also be released in the same month, showing that the triple camera p