The Korea Research Institute of Chemical Technology and Pukyong National University announced on May 10 that their joint research team developed a self-healing material second to none in the world in terms of mechanical strength and the polymer material is capable of healing itself from cutting at r
Samsung Electronics will lower the prices of its flagship Galaxy Note series. The company appears to be trying to offset a lack of new model releases this year by lowering the prices of existing models.The company has cut prices of the Galaxy Note 20, a model released in September 2020. It is unusua
Samsung Electronics is expected to release new foldable phones such as the Galaxy Z Fold 3 and the Galaxy Z Flip 3 in August. The company usually releases its Galaxy Note series in August, but this year it is moving to put foldable phones front and center instead of the Galaxy Note series.Samsung El
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. BH Flex’s 1H21 earnings are being hampered by a widened sales portion for domestic customers’ low-margin smartphones, inefficient production line operations, and North American customer mix deteri
Samsung Electronics has recently been embroiled in a patent infringement lawsuit in the United States for smartphone wireless charging technology. The patents were originally owned by LG Electronics, which recently announced an exit from the smartphone business. The patents were reportedly handed ov
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. In 1Q21, SEC’s earnings improvement was led by the IM and CE divisions. While semicon earnings fell due to the firm’s ineffective business strategy, the CE division enjoyed strong earnings momentum th
Kolon Industries is stepping up its efforts to expand its presence in the global foldable display markets with its colorless polyimide (CPI) films.The company announced on May 3 that its CPI films will be used for Xiaomi's first foldable phone Mi Mix Fold. Xiaomi aims to sell 500,000 units of th
Samsung Electronics reported on April 29 financial results for the first quarter ended March 31, 2021.Total consolidated revenue was 65.39 trillion won, a 6% increase from the previous quarter and a record for the first quarter. Operating profit increased 4% from the previous three-month period to 9
Samsung Electronics is expected to soon release a foldable tablet following foldable smartphones.The company has recently registered the “Galaxy Z Fold” trademark with the European Union Intellectual Property Office (EUIPO). It specified the Galaxy Z Fold as a trademark for smartphones and tablet co
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Innox AMC is expected to log record-high earnings this year on the back of expanding OLED shipment at clients and its strengthening market position. Set to kick off in earnest from 2H21, the deliv
As Samsung Electronics tries to apply foldable technology to tablet PCs following smartphones, anticipation for foldable tablets is growing among consumers.Samsung Electronics has recently received approval for a design patent from the USPTO for the development of the Galaxy Fold Tab (tentative name
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. We lower our TP on Segyung Hitech in reflection of sluggish earnings resulting from: 1) delayed supply of glasstic cases; 2) decreased shipment of deco films; and 3) ASP decline. In our view, slug
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. The mobile segment is expected to contribute to semiconductor demand from 2H21. Apple has brought forward its mass production schedule for APs for its next-generation iPhones by two months compared to
A transparent polyimide (PI) film product developed by Kolon Industries has been used for the world's first foldable laptop.Kolon Industries, a chemical and material affiliate of Kolon Group, announced on April 5 that its transparent PI film, dubbed "CPI Film," has been used as a cover window fo
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Xiaomi has released its first foldable smartphone, the Mi Mix Fold. The new handset looks similar to SEC’s Galaxy Z Fold series, but is slightly larger. We expect the foldable smartphone market to
An executive in charge of software at Samsung Electronics' network division has recently submitted his resignation to the company to transfer to Coupang. The executive previously worked in the company’s wireless business division. He was promoted to an executive in 2017 and took part in the deve
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Global foldable smartphone shipments are set to expand in earnest from 1H21. In particular, we expect SEC to focus on foldable smartphones while discontinuing the Galaxy Note series. Considering t
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. We expect foldable smartphone shipments to exceed market forecasts in 2021, given the likely discontinuation of the Galaxy Note series and expected launch of low/mid-end foldable smartphones. Unit
Taiwan's IT media outlet DigiTimes reported on Feb. 17 that LG Display is supporting the development of foldable display panels for Apple's foldable iPhone.Until now, Samsung Display has been expected to supply foldable display panels to Apple. In 2020, it was reported that Samsung Display p
BOE, a Chinese display company, has succeeded in mass-producing in-folding OLED panels for smartphones following Samsung Display.Industry watchers say that BOE has emerged as a force to be reckoned with in the global display market as it entered the next-generation smartphone OLED display market aft