Han Chang-wook, a research fellow at UBI Research, predicted a steady increase in the shipment of Organic Light-Emitting Diodes (OLEDs) for tablets and laptops during the “2023 UBI Research Analyst Seminar” held on Nov. 14 at the Science and Technology Convention Center in the Gangnam district of Se
Apple is expected to boost LG Display’s performance by increasing the adoption of organic light emitting diode (OLED) displays.According to market research firm Omdia on Nov. 12, Apple is planning to incorporate OLED panels in its upcoming 11-inch and 12.9-inch iPad Pro models. They are expected to
LG Electronics will release the LG Gram Fold (17X90R), Korea’s first foldable screen laptop.“The LG Gram Fold captures the technology and design innovation of the LG Gram, an ultra-lightweight and premium laptop brand of LG. The LG Gram brand celebrates its 10th anniversary this year,” LG Electronic
The author is an analyst for Shinhan Securities. He can be reached at hyon@shinhan.com -- Ed.3Q23 operating profit to miss consensus at KRW13.2bn (-28% QoQ)Doosan Tesna is expected to post operating profit of KRW13.2bn (-27.5% QoQ) on sales of KRW90.3bn (+1.5% QoQ) for 3Q23, falling short of the mar
LG Display announced on Sept. 24 that it has entered mass production of its 17-inch foldable OLED designed for laptops. This product is set to be incorporated into HP’s recently showcased foldable laptop.The panel leverages LG Display’s distinctive technology, the tandem OLED structure, previously a
In the mobile application processor (AP) market, Samsung Electronics has succeeded in making a rebound in market share in the first quarter.Samsung ranked fifth with a seven percent share in the global mobile AP market in the second quarter of this year, according to market research firm Counterpoin
As tensions intensify between the U.S. and China over smartphones equipped with Huawei’s self-developed 5G chips, uncertainty surrounding the Chinese plants of Samsung Electronics and SK hynix is expected to deepen.According to industry sources and foreign media on Sept. 10, after Huawei unveiled tw
Global glass manufacturing company Corning, which has an annual revenue of 20 trillion won (US$15.09 billion), is expanding its thin glass production hub in South Korea. Thin glass is gaining attention in the mobile industry as an essential component for foldable phones. This move is seen as a choic
Apple, which has already surpassed Samsung in sales and profitability, is poised to overtake Samsung for the first time in market share by shipments with the iPhone 15 series scheduled to be unveiled in September. This has presented a challenge for Samsung Electronics, which has been the undisputed
Samsung Electronics is partnering with global luxury brand Thom Browne again to market a limited edition of its foldable phone, the Galaxy Z5, against Apple’s iPhone 15 series.According to industry sources on Aug. 24, Samsung Electronics will release Thom Brown editions of the Galaxy Z Fold5 and the
Despite Samsung’s withdrawal from the Russian market after the Russian-Ukrainian war began, preorders for the Galaxy Z5 series have begun in Russia. Although the new Samsung foldable phone is drawing attention in Russia, the Russian government is expected to impose sanctions on Samsung Electronics s
With exports of domestic semiconductors, displays, and electronic devices plummeting recently, concerns are growing that the Korean electronics industry is losing its market competitiveness.According to sources in the Korean electronics industry on July 28, there were growing concerns that Korean sm
OLED panels are expected to surpass 50 percent adoption in smartphone displays for the first time this year.According to industry sources on July 20, OLED displays have overtaken LCDs as a dominant display ecosystem and are expanding their applications. Consumers have become pickier as they encounte
The smartphone usage rate among Koreans has reached 97 percent according to a recent survey.Korea Gallup announced on July 18 that it asked 1,001 people aged 18 or older nationwide whether they used a smartphone from July 11-13. Ninety-seven percent said they did.According to the poll, 69 percent of
Apple is in talks with display suppliers to launch a foldable MacBook model, which is expected to rev up the sluggish display market.Apple is expected to launch a foldable laptop as soon as 2026, according to industry sources on July 6. Apple is in talks with suppliers to launch the foldable MacBook
Shipments of foldable organic light-emitting diode (OLED) displays are expected to grow at an annual growth rate of 29 percent through 2027, according to a market research firm.According to UBI Research on June 28, shipments of foldable OLED displays will reach 22 million units this year. The figure
The author is an analyst for NH Investment & Securities. He can be reached at jack.baek@nhqv.com -- Ed.Amid rising market demand, it is looking increasingly probable that HiDeep will start mass production of its touch ICs and stylus solutions by as early as end-2023. In particular, we note the antic
Vietnam, to which President Yoon Suk-yeol will pay a three-day state visit beginning June 22, has become a center of research and development (R&D) for Samsung and LG for the future, becoming more than a global production outpost for them.Samsung posted sales of US$73.7 billion (about 95.3678 trilli
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.We raise our earnings forecasts and TP for Segyung Hitech to reflect the expansion of the foldable smartphone market, improved glass stick yields, and cost reduction at the firm. Over the mid/long
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.In 2023, we expect global smartphone shipments to contract 2.2% y-y to W1.2bn units, affected by global macro impacts and a reduction in smartphone replacement demand. But, unlike in 1H23, smartpho