Samsung Display announced on Jan. 24 that it has succeeded in developing the world’s first large-area touch-integrated OLED display. The company has expanded the application of touch-integrated display technology from smartphone OLED panels to medium-sized notebook OLED panels. Samsung Display start
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed.Maintain HOLD, target price of KRW16,000 We maintain HOLD and TP of KRW16,000 on LGD. We see (1) the mid-/large-size LCD (TV, IT) and large-size OLED (WOLED) segments remaining in the red as the global economic
As the Korean government has designated next-generation display technologies as a national strategic technology, making display makers eligible for expanded tax credits on investment in R&D and facilities, attention is focusing on whether the move will catalyze a rebound in the Korean display indust
Doosan Enerbility has received the green light in participating in the spent nuclear fuel dry storage business in Korea.The company announced on Jan. 19 that it has received the U.S. Nuclear Regulatory Commission (NRC)’s design certification for the metal storage cask of spent nuclear fuel, which wa
Display technology has been designated as a national strategic technology following semiconductor, secondary battery, and biotechnology.The Ministry of Strategy and Finance announced on Jan. 18 a revised enforcement rule of the Restriction of Special Taxation Act, which added five display technologi
LG Electronics stands out in the Middle East market, where preference for premium products is high among consumers. In particular, the Korean home electronics giant ranked first in the organic light-emitting diode (OLED) TV market with a share of up to 80 percent, a survey has found.LG Electronics a
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed.With a recent article saying that Apple’s self-developed µLED technology will be applied to the iPhone (starting with the Apple Watch), concerns are growing toward the OLED value chain. But, given
The Ministry of Trade, Industry and Energy announced on Jan. 12 that exports from the information and communications technology sector increased 2.5 percent to US$233.32 billion last year, the largest since records began in 1996. Last year, the sector's imports totaled US$152.47 billion.In 2022,
Bloomberg reported on Jan. 10 that Apple is working on designing its own MicroLED displays for use in devices like the iPhone and Apple Watch as early as next year.The story included a forecast that it will inevitably affect Samsung Display and LG Display, which supply displays to Apple. Apple did n
The author is an analyst of NH Investment & Securities. He can be reached at minjae.lee@nhqv.com. -- Ed. DL E&C’s 4Q22 OP is expected to miss consensus due to higher labor and material costs and one-off costs at some construction sites. In 2023, OP is forecast to reach W436.9bn (-14% y-y), which is
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. CES 2023 highlighted the popularization of XR, mobility technology, and AI, and decreased interest in existing IT devices such as home appliances, PCs, and smartphones. The showcase company was So
The author is an analyst of NH Investment & Securities. He can be reached at jack.baek@nhqv.com. -- Ed. AVACO is expanding its product lineup from display equipment to rechargeable battery equipment. In 2023, orders for logistics equipment should continue to expand, and new orders for roll press equ
BOE, China’s largest display company, is predicted to become the largest display supplier for Apple’s iPhone 15 series, which is to come out in 2023.“China’s BOE will become the largest display supplier for Apple’s iPhone in 2023,” said Ming-Chi Kuo, an Apple analyst at TF International Security in
LG Display has unveiled its third-generation OLED TV panel at CES 2023. The new panel is a 60 percent improvement in brightness and 30 percent improvement in viewing angle compared to the previous generation. Specifically, the brightness has been improved from 1,300 to 2,100 nit.The company produced
Major Korean industries such as displays, batteries and shipbuilding are facing a threat from China.Chinese companies are overtaking Korean companies in the global market by increasing their price competitiveness based on support from the Chinese government.The combined global market share of the th
Samsung Electronics and LG Electronics, which have long competed in the electronics industry, are facing off in the automotive electronics market.LG Electronics and its affiliates have started to expand their workforce in the field of electric vehicles (EVs), which has emerged as a cash cow. LG Elec
LG Display announced on Jan. 3 that it will showcase innovative technologies, including organic light-emitting diodes (OLED) displays that can be folded 360 degrees inside and outside, at CES 2023, which opens in Las Vegas on Jan. 5.In particular, the Korean display giant will unveil many small and
South Korea’s trade deficit amounted to an all-time high of US$47.2 billion last year, when it recorded an annual trade deficit for the first time since 2008. Last year, South Korea’s exports set a new record. However, soaring energy prices more than offset the performance.The Ministry of Trade, Ind
The Korean government will add display technology to national strategic technologies, expanding tax credits to manufacturers of display panels.At present, only semiconductor, battery and vaccine are classified as national strategic technologies under the Restriction of Special Taxation Act, while di
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Samsung Display, which has been lukewarm towards OLEDoS displays thus far, is expected to establish a mass production system for OLEDoS panels from 2024, after starting a pilot line in 2023. We al