The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Maintain BUY, target price of KRW75,000 We maintain BUY and TP of KRW75,000 on SEC. In the short term, earnings should decline amid the chip downcycle. In the mid/long term, however, capacity ramp-up and R&D ef
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. APS Holdings recently completed the development and sample production of high-definition OLEDoS panels using RGB deposition and FMM for the first time in the world. We expect the firm to benefit f
China’s share of the world's large display market is expected to exceed 50 percent for the first time ever. This year, Samsung Display and LG Display pull the plug on their LCD panel businesses due to declining profitability, letting China further strengthened its LCD market dominance.Large-area
As the European Commission has decided to maintain its plan to significantly strengthen the energy efficiency standards on TVs, Korea's exports of 8K TVs to Europe are highly likely to be blocked.According to the 8K Association and media reports, the EU Commission has no intention of revising a
LG Display is accelerating its exit from the liquid crystal display (LCD) business to improve its profitability.The company plans to stop producing LCD panels at its P7 Plant in Paju, Gyeonggi Province, within the year. The plant was established in January 2006 and has thus far manufactured LCD TV p
Market research firm UBI Research said on Dec. 13 that the market of OLED components and materials for use in mobile devices is expected to grow to US$13.9 billion in 2023 and US$16.7 billion in 2027 with an average annual growth of 4.6 percent.“In 2025, the flexible OLED segment including foldable
Samsung Electronics and LG Electronics will face off in the organic light emitting diode (OLED) monitor market. They have begun to use OLED panels for high-performance gaming monitors.LG Electronics launched a new OLED gaming monitor, starting to expand its market share. The product uses an OLED pan
LG Display announced on Dec. 8 that the company’s automotive displays have been certified as eco-friendly.LG Display’s automotive P-OLED and Premium LTPS (low-temperature polycrystalline silicon) LCD displays have received the Eco-product Certification Mark from SGS, a Swiss-based global leader in i
The KOSPI plunged nearly 2% on Dec. 2, as top large-cap stocks, led by Samsung Electronics, which fell more than 3% in market capitalization, showed weakness one after another. The excitement over the possibility of the U.S. Federal Reserve's rate adjustment the previous day was short-lived, and
Samsung Electronics’ share of the premium TV market is on the wane amid a decline in global TV demand.Premium TVs sold worldwide in the third quarter of this year stood at 5.1 million units, up 8 percent from the same period of 2021, said Display Supply Chain Consultants (DSCC), a market researcher
The author is an analyst of NH Investment & Securities. He can be reached at jack.baek@nhqv.com. -- Ed. i3system is an infrared image sensor manufacturer that boasts special chemical compound semicon technology. While the firm has been undervalued due to sluggish earnings, its current share price is
The author is an analyst of NH Investment & Securities. He can be reached at midas.sohn@nhqv.com. -- Ed. Due to factors such as inflation, interest rates, liquidity crunches, and war, 2023 is to be a year of uncertainty. Given such external variables, earnings volatility at small/mid-cap companies i
Among 56 major items and services, including electronics, batteries, and shipbuilding, Korean companies ranked first in the world in five product categories, including semiconductors and smartphones, according to a survey. The No. 1 items were all produced by Samsung Electronics.The Nihon Keizai Shi
Multiple new-generation mixed reality (XR) devices are expected to debut next year. The examples include Apple’s headset, the mass production of which is expected to start in the first quarter. Those also include Sony’s PlayStation VR2, Meta launched the Meta Quest Pro last month, and Meta’s AR glas
Samsung Electronics, LG Electronics, SK Innovation, and Hyundai Heavy Industries Group have won many Innovation Awards at CES 2023, which will be held in Las Vegas in January next year.The Consumer Technology Association (CTA), which hosts CES, announced on Nov. 16 (local time) the winners of CES In
The South Korean government designated display technology as a national advanced strategic technology on Nov. 4, along with semiconductor, rechargeable battery, and 12 others. Various incentives are anticipated in these sectors with regard to investment, project approval, R&D, manpower training, etc
LG Display announced on Nov. 16 that it has won the Technology Award for its large-sized OLED TV panels based on EX Technology at HiVi Grand Prix 2022, hosted by leading Japanese sound-video media outlet HiVi.LG Display, the only South Korean company on this year’s award list, has received the award
If the technology war between the United States and China spills over to the display sector, the U.S. government may take regulatory measures to curb the sale of display materials and production equipment to Chinese companies, as in the semiconductor sector, Taiwan’s DigiTimes reported on Nov. 4.In
Boeing CEO Dave Calhoun and Samsung Electronics chairman Lee Jae-yong have recently met in Seoul. The content of the meeting is yet to be made public.The two companies have maintained their partnership since 2012. According to experts, the two CEOs are likely to have discussed cooperation in the fie
Premium TV prices are falling noticeably as domestic and foreign companies are in price competition in response to sluggish demand.UBI Research, a market research company, conducted a survey of retail prices of 65-inch premium TV models from Samsung Electronics, LG Electronics, and Sony at stores of