Samsung Electronics' is expected to make another earnings surprise in the third quarter. After overcoming the COVID-19 shock and earning more than eight trillion won in operating profit in the second quarter, the Korean tech giant is expected to surpass nine trillion won in operating profit in t
Samsung Electronics announced on July 8 that a Galaxy Unpacked virtual event will be held on Aug. 5 to introduce its latest ecosystem of Galaxy devices. Live streaming of the event will be available at Samsung Global Newsroom, Samsung.com at 10 a.m. ET.
Samsung Electronics announced on July 2 that it has launched a service that allows owners of the Galaxy Z Flip to personalize their foldable phones with a variety of skins.Buyers of the Galaxy Z Flip are given one-time free access to this service. They can have a skin of their choice attached to the
The authors are strategists of NH Investment & Securities. They can be reached at yh.kim@nhqv.com and dongkil.noh@nhqv.com, respectively. -- Ed. Portfolio strategy: Focus on large-cap growth and policy momentum plays The key themes for July are: 1) large-cap growth plays; 2) economic indicator impro
JOLED, an OLED manufacturer in Japan, filed a patent infringement lawsuit against Samsung Electronics, Samsung Display, and Samsung Electronics' U.S. subsidiary with the U.S. District Court for the Western District of Texas on June 22, the company announced in its website.A company jointly set u
Samsung Electronics announced on June 18 that the Samsung Health Monitor application has launched in South Korea, following its clearance by South Korea’s Ministry of Food and Drug Safety (MFDS) earlier this year. Now, Galaxy Watch Active2 users in Korea can access the Samsung Health Monitor app.To
Samsung Electronics' patent on a smartphone with six cameras has been unveiled. Analysts say that the cameras will move at the same time, enhancing picture quality further.According to LetsGoDigital, a Dutch online magazine specializing in display technology, Samsung Electronics filed a patent f
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. We raise our earnings estimates and TP for LG Innotek (LGI) on expectations towards: 1) ASP hikes; and 2) increased smartphone shipments at its North American client. Although LGI’s earnings conti
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. With 5G service effects to start in earnest, the telecom service industry should enter into a full-fledged OP growth cycle from 2H20. Anticipating strong share price rebounds for Korea’s three te
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed.Global smartphone sales are estimated to drop 20.4% y-y to 562.3mn units in 1H20 due to the Covid-19 pandemic; however, demand is to improve from June thanks to the lifting of lockdowns and stimulu
Samsung Electronics, Huawei, and Motorola are planning to launch new foldable phones in the second half of 2020. In addition, other smartphone manufacturers are also applying for patents related to foldable phones. n era of foldable phones' in the future.Samsung Electronics is going to take the
Samsung Electronics narrowed its market share gap with Taiwan's TSMC in the global foundry market in the second quarter of 2020, according to market research firm TrendForce.Samsung's market share reached 18.8 percent in the second quarter, up 2.9 percentage points from the previous quarter.
Samsung Electronics revealed on June 15 the BTS editions of the Galaxy S20+ 5G, Galaxy S20+ and Galaxy Buds+. Introducing the new editions in collaboration with the global pop music and cultural sensation BTS, the company said the new devices are intended to give an exclusive opportunity for fans wo
The birth of the world's first quantum security 5G phone powered by a quantum random number generator (QRNG) chipset dates back to 2016 when SK Telecom's Quantum Lab made a sudden proposal. The Galaxy A Quantum smartphone debuted in May this year after four years of development efforts by SK
The author is an analyst of KB Securities. He can be reached at cm.lee@kbfg.com. -- Ed. Maintain BUY and raise target price to KRW13,000We maintain BUY and raise our TP by 18% to KRW13,000 (derived with residual income valuation) for Partron. Our TP (12.3x implied P/E; 10.9x 12m fwd P/E) reflects: (
Samsung Electronics is planning to launch the Galaxy Note 20, Note 20 Ultra, Fold 2, Z Flip 5G and Watch 3 online on Aug. 5.The Galaxy Note 20 and Note 20 Ultra come with 6.4- and 6.9-inch displays, respectively. The Galaxy Note 20 Ultra comes with a 108-megapixel camera without 100x space zoom.The
The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. Advanced Process Systems started to develop LCD equipment with Samsung Display in 2004, and since then has transformed into an equipment supplier for small/mid-
The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. Profitability levels remaining high thanks to diversificationFollowing its success in providing clean logistics solutions for LCD lines and front-end/module equ
The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. 1. Demand for smartphone-use OLED panels to increase 36.5% YoY in 2021Korea and China launched 5G networks in 2019 and all 5G smartphone models released to date
The author is an analyst of NH Investment & Securities. He can be reached a t jaemin.ahn@nhqv.com. -- Ed. Following a tepid 2019, 5G effects are to start being seen in earnest this year. Thus, having declined over the past few years, sector OP should finally enter a growth cycle from 2H20.Telecom se