The Ministry of Science and ICT announced on March 14 that exports from the information and communications technology sector totaled US$18.88 billion last month and the figure increased 23.7 percent year on year, increased for the 21st consecutive month, and is the highest February figure. It also s
The author is an analyst of Shinhan Investment Corp. He can be reached at chank@shinhan.com. -- Ed. 4Q21 sales recorded at KRW25.5bn (+9.0% YoY)Duksan Techopia posted operating profit of KRW3.9bn (+13.7% YoY) on sales of KRW25.5bn (+9.0% YoY) for 4Q21, missing consensus estimates. Sales dropped YoY
Samsung Electronics' negotiations on OLED panels with LG Display are stuttering as the two companies are failing to narrow their differences on prices.The two companies are having a tug-of-war on prices. Samsung Electronics wants to purchase OLED panels from LG Display at prices which are lower
Chinese display manufacturers are trying to hire more South Korean engineers in the OLED panel industry in order to catch up with South Korean companies in the industry. The Chinese government is supporting the manufacturers’ employment attempts as well.In most cases, the manufacturers’ job ads targ
BOE, China’s largest display company, was listed as a major panel supplier in Samsung Electronics’ business report. BOE has filled the vacancy created by Samsung Display’s phased reduction of large LCD panels for TVs.The business report, which was registered with the Financial Supervisory Service’s
Dell has released a gaming monitor loaded with a quantum dot (QD) OLED panel. The monitor is the first display product in Korea that features QD-OLED, a display technology that will serve as the foundation for Samsung Electronics' TV business. Yet, the launch date for Samsung's QD TVs still
The market for mid-sized 40-inch OLED TVs is growing fast, fueled by an increase in the number of gamers and a spike in demand for second TVs due to COVID-19.Sales of TVs in the 40-inch range are on the uptick. Thus far, screen sizes have kept becoming bigger ang bigger as people across the globe ar
Samsung Electronics, Apple, Meta and Microsoft are competing for a share of the burgeoning metaverse device market, which is expected to grow 80 percent annually.Samsung Electronics will introduce an augmented reality (AR) device that will be loaded with hologram technology. The company has been pre
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Revise down TP by 10.7% to KRW25,000 We maintain BUY but lower our 12m TP by 10.7% from KRW28,000 to KRW25,000 for LG Display as we have revised down 2022E/2023E NP (attributable to controlling interests) by 11
Sony has decided to release Bravia A95K, the world’s first QD-OLED TV, in June this year. The panel is supplied from Samsung Display.The new TV is divided into 55- and 65-inch models. The prices are likely to be US$2,999 and US$3,999, respectively.The estimated prices are somewhat higher than the pr
China’s BOE is going through a disruption in production of OLED panels for Apple’s iPhone. The Chinese display maker failed to secure a stable supply of semiconductors essential to panel production, such as display driving ICs (DDIs).BOE is experiencing difficulties in producing OLEDs for the iPhone
The Korea Intellectual Property Protection Agency announced on Feb. 20 that non-practicing entities (NPEs) are filing an increasing number of lawsuits against South Korean enterprises.“In the United States, the number of such lawsuits was 90 in 2019, 111 in 2020, and 130 in the first three quarters
Despite a contraction of the global TV market in 2021, Samsung Electronics and LG Electronics firmly maintained their first and second place thanks to strong premium TV sales. The two TV makers’ combined market share reached 48 percent.Samsung Electronics posted a 29.5 percent market share in terms
The authors are analysts of Shinhan Investment Corp. They can be reached at chank@shinhan.com and hyungwou@shinhan.com, respectively. -- Ed. 4Q21 preview: Sales up 14% YoY to KRW49.5bnDuk San Neolux is expected to have posted 4Q21 operating profit of KRW13.8bn (-3.7% YoY) on sales of KRW49.5bn (+14.
A researcher of the Korea Institute of Machinery and Materials (KIMM) has developed a system that can convert condensable particulate matter found in white smoke plumes, mainly generated from thermal power plants and waste incinerators, into liquid. Despite the fact that the condensable particulate
The Ministry of Science and ICT announced on Feb. 14 that exports from the information and communication technology sector totaled US$19.65 billion last month.“Imports added up to US$12.32 billion, up 14.4 percent from a year ago,” it said, adding, “The exports for last month are the highest January
The Ministry of Science and ICT and the National Research Foundation of Korea gave a prize to Sungkyunkwan University chemical engineering professor Lee Jun-yeop, who has developed a technique for blue LED efficiency enhancement.Nowadays, OLED technology is being continuously developed as an advance
Samsung Electronics, the No. 1 player in the global TV market, is speeding up its transition to OLED TVs, fueling expectations for a rapid expansion of the OLED TV market in 2022.According to market research firm Omdia, QD-LCD TV sales are expected to fall 3.1 percent to US$17.674 billion (about 21
LG Display will supply OLED panels based on low-temperature poly-crystalline oxide (LTPO) technology to Apple for the iPhone 14 series, which will be launched in the second half of 2022, industry sources said on Feb. 8.LTPO is a next-generation thin film transistor (TFT). A TFT serves as an electric
The authors are analysts of Shinhan Investment Corp. They can be reached at chank@shinhan.com and hyungwou@shinhan.com, respectively. -- Ed. 4Q21 OP estimated at KRW23.4bn (+60.9% YoY)Seoul Semiconductor disclosed preliminary sales for 4Q21 at KRW313bn (+0.8% YoY). Operating profit is estimated at K