Large Korean companies such as Samsung Electronics, SK hynix and Hyundai Motors spent a record amount of money on lobbying in the United States in the first half of this year, according to OpenSecrets, a nonprofit political fund tracking organization. This is due to the fact that not only U.S. compa
As Samsung and LG are intensifying their strategies to capture the global market for Organic Light-Emitting Diode (OLED) TVs, Japanese companies such as Sony and Sharp are tightening their pursuit. This mirrors previous competition between the two countries in the Liquid Crystal Display (LCD) market
Display companies such as Samsung Display and LG Display are accelerating the development of new technologies, such as OLED on Silicon (OLEDos), to preempt the Extended Reality (XR) industry like Apple’s “Vision Pro.”According to industry sources on July 31, domestic display companies, including Sam
As the trend of de-sinicization rises across industries in Korea, Altasia is emerging as an alternative to China.The Korea Chamber of Commerce and Industry (KCCI) released the results of its study on changes in the global trade structure and countermeasures on July 5, revealing that 14 Asian countri
Smartphone companies from Japan and China, which once claimed they would surpass Samsung Electronics, are sequentially withdrawing from the business. This is due to receiving evaluations that their quality and price competitiveness are subpar. Samsung and Apple outperformed them in the high-end mark
Samsung Electronics’ 83-inch OLED TV model will hit the market soon, signaling the beginning of an OLED TV alliance between Samsung Electronics and LG Display.According to industry sources on July 3, Samsung Electronics added an 83-inch OLED 4K TV (KQ83SC90AEXKR) to its OLED TV lineup in the July/Au
Competition between Samsung, LG, and Sony is intensifying over the development of Micro Organic Light Emitting Diodes (OLEDs). The relevant market is forecast to grow rapidly as Apple adopts Micro OLED for the display of its Mixed Reality (MR) headset.According to the display industry on July 3, App
Korean game companies are advancing into the Japanese market, which is considered a tough market for Korean game developers. Japan is a game market where Korean game companies have struggled due to different genre preferences and strong Japanese game companies represented by Sony and Nintendo. Howev
Micron has begun making significant investment in China even though its sales have been blocked in the Chinese market. Apple’s new Apple Vision Pro has a significant number of components made in China. Some analysts say this is a sign that the U.S.-China power struggle is shifting from decoupling, w
Apple took the wraps off Apple’s Vision Pro, a mixed reality (MR) device that performs both virtual reality (VR) and augmented reality (AR) functions on June 5. Since then, the new device has been receiving rave reviews.What has driven the Vision Pro’s popularity is its organic light-emitting diode
Apple’s next-generation extended reality (XR) device, the Vision Pro, is emerging as a new growth driver for the Korean display industry, but Sony landed the order for highly lucrative high-cost internal displays for the device.The production cost of the Vision Pro is about US$1,519 while its retail
Apple’s unveiling of Vision Pro, a mixed reality (MR) device, has put microdisplays in the limelight. Microdisplays are a key component for headsets. Moreover, the luxury headset’s display accounts for about half of the total cost of US$3,499 (about 4.5 million won), so interest is growing in whethe
Samsung Electronics and LG Display are expected to establish a visible “OLED alliance.”Through this alliance, Samsung Electronics can quickly settle in the emerging OLED TV market, and LG Display is expected to secure the number one spot in the TV industry as a new customer and improve its performan
The author is an analyst for NH Investment & Securities. He can be reached at kyeongkeun.kang@nhqv.com -- Ed.Possessing the heftiest VR content track record and development capabilities in Korea, SKonec is gaining momentum on global IT giants’ foray into the XR market. We expect the firm to enjoy fu
Americans prefer the Samsung brand over Apple, according to a survey. Samsung ranked 7th among the brands loved by Americans, while Apple came in at 10th.On May 31, CNBC cited the results of the “2023 Axios Harris Poll” on the top 100 brands loved by Americans.In the survey released by Axios on May
Competition authorities in Korea and other major countries have approved the merger of Microsoft and game maker Activision Blizzard, accelerating the 90 trillion won (US$68 billion) merger of the gaming giant that has dragged on for one year and four months. If the merger is finalized, it is expecte
Rapidus, a semiconductor company formed to revive Japan’s semiconductor industry by major Japanese companies including Toyota, Sony, and SoftBank, is partnering with IBM in developing 2 nm semiconductor technology, Japan’s NIKKEI (Nihon Keizai Shimbun) reported on May 30.According to the report, Rap
The author is an analyst for NH Investment & Securities. He can be reached at midas.sohn@nhqv.com -- Ed.In 2H23, the domestic economy is expected to ride a sliding path. In times when external environments turn murky, we advise investment in firms boasting individual growth catalysts. In this report
A number of high-profile mergers and acquisition (M&A) deals were made in the entertainment industry recently. Kakao and HYBE's investment in SM Entertainment is a recent good example.Korean showbusiness companies are partnering with blockchain platforms for metaverse platforms or the non-fungib
Market research firm Counterpoint Research announced on April 23 that global extended reality (XR) device shipments are expected to increase from 11 million units to 105 million units from 2021 to 2025 and then reach one billion in 2030.When it comes to micro displays for use in XR devices, a close