LG Display is preparing to enter the extended reality (XR) market, a company official said on April 27. “We are closely monitoring the XT market and are preparing to enter it quickly if profitability and market size meet our standards,” the official said in a conference call for a first-quarter earn
LG Electronics has filed a patent infringement suit against TCL, claiming that the Chinese home appliance maker has infringed on its TV-related standard patents. It said TCL has ignored LG Electronics’ license renewal request for over three years.Prior to this lawsuit, LG Electronics filed a differe
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
The author is an analyst of KB Securities. He can be reached at seongjin.kang@kbfg.com. -- Ed. Global January wholesale volume misses forecast but slow recovery continues— Kia’s global January wholesale volume (incl. China) reached 213k units (-5.7% YoY, +2.2% MoM), missing our forecast by 3.5%. Com
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Apple’s new XR device is expected to launch as an ultra-high-performance IT device that combines the computing power of a high-performance PC, high-definition displays, and various sensing modules
Chinese TV manufacturers unveiled a large number of high-end TV products at CES 2022. For example, TCL exhibited seven new mini LED TV models, including X9 925 Pro 8K with an 85-inch screen and a thickness of 10 mm and Ultra Slim 8K with a thickness of 3.9 mm. The prototypes were exhibited without d
A South Korean and European Union (EU) research team has developed and demonstrated the world’s first 5G-satellite communication network. The team consists of the Electronics and Telecommunications Research Institute, KT Sat, the Korea Automotive Technology Institute, SK Telecom, Snet ICT, CEA-Leti
Hyundai Heavy Industries (HHI) announced on Dec. 28 that it has signed a contract with the Philippine Ministry of National Defense to build two 3,100-ton patrol ships. The contract amount is 583 billion won. HHI will build the ships in Ulsan, Korea and deliver them to the Philippines by 2025.Each ve
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. OLED TV panel shortage expected in 2022 We maintain BUY and TP of KRW25,000 (0.6x 2022E P/B) on LGD. We remain positive about the company because we believe Samsung Electronics’ entry into the OLED TV market in
Samsung Electronics Co., Ltd. announced on Sept. 22 that it has won 48 awards at the world-renowned International Design Excellence Awards (IDEA) 2021, including seven Silvers, three Bronzes and thirty-eight finalists.The IDEA 2021 awards for Samsung include creative designs across multiple categori
LG Innotek has developed a new magnet that minimizes the use of rare earths but shows the world's highest level of performance.The company announced on Sept. 13 that it has developed the world's strongest "eco-friendly magnet" with Sunglim Group Industry Co., a Korean magnet company.Magnets
Samsung Electronics has introduced the ISOCELL HP1, the industry’s first 200-megapixel (MP) image sensor with 0.64μm pixels, and ISOCELL GN5, the first image sensor to adopt all-directional focusing Dual Pixel Pro technology with two photodiodes in a single 1.0μm pixel.“Samsung has been pioneering u
Market research firm Omdia reported on Aug. 26 that the global mini LED TV shipments, which were about 0.5 million units last year, are expected to reach 4.9 million units this year and the ratio of mini LED TV shipments to the total TV shipments is expected to jump from 0.02 percent to 2.2 percent.
Samsung Electronics and LG Electronics accounted for half of the global TV market in terms of sales in the first half of this year. They increased their sales despite production setbacks caused by COVID-19.According to market research firm Omdia, a total of 99.11 million TVs were sold worldwide in t
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. The foundry price hikes that have been going on for a year are coming to an end. It is known that TSMC has decided to freeze the unit price for its 28nm process in 2H21. We expect to see foundry suppl
Texas-based NPE Atlas Global Technologies filed a patent infringement suit against Samsung Electronics and Samsung Electronics America on Aug. 9.According to Atlas, Samsung infringed on its patent rights pertaining to eight Wi-Fi-related patents and used the patents for no less than 458 mobile produ
Campaign Asia-Pacific and Nielsen announced on July 20 that Samsung topped their Asia's Top 1000 Brands list for this year. The 18-year-old list shows consumer preferences in 14 Asia-Pacific countries, and Samsung took the top spot for the 10th consecutive year this year."Samsung Group is the bi
Samsung Electronics has launched the 2021 model of its boundary-pushing modular display The Wall (Model Name: IWA) globally. The 2021 edition features new AI processing technology, upgraded 120Hz frame rates, and versatile installation options, giving businesses boundless flexibility to showcase con
LG Electronics announced on June 30 that it is set to release the LG QNED MiniLED TV, a premium LCD TV, in the global market. The new product’s name has “QNED,” a term that is used for a next-generation product under development by Samsung Display. This is why some market watchers say that LG Electr
The author is an analyst of NH Investment & Securities. He can be reached at minjae.lee@nhqv.com. -- Ed. It has been reported that DS Networks’ consortium and Jungheung Construction have participated in the bidding for Daewoo E&C. Following the news, Daewoo E&C’s share price saw upward movement. Tha