The Organic Light-Emitting Diode (OLED) emissive material market is projected to exceed US$2.4 billion by 2028, with China expected to account for a significant 44% of this growth.According to market research firm UBi Research on Dec. 4, the market for emissive materials used in OLEDs is anticipated
Hyundai Mobis (KRX 012330) is poised to secure new orders for premium vehicle displays, characterized by large screens, high definition, and slim design, using a fusion of innovative technologies targeting global automakers. The company plans to capture the next-generation vehicle display market wit
LG Display has started to further solidify its global No. 1 position in the automotive display business, which is an order-based business and a future growth driver behind differentiated technologies.LG Display has been ranked No. 1 in the world in terms of shares of the market of premium automotive
Jusung Engineering, a semiconductor, display, and solar equipment company, has carved a mythical path in the barren land of domestic ventures. This year marks its 30th anniversary. Established in 1993, the company has experienced various challenges but has achieved remarkable growth through continuo
Despite a global economic slowdown, Samsung Electronics and LG Electronics have maintained their lead in the global TV market. Both companies especially showed strong competitiveness in the high-end premium TV segment.According to the market research firm Omdia on Nov. 21, Samsung Electronics record
Korea’s real gross domestic product (GDP) is expected to rise by 2.0 percent next year from this year, according to the state-run Korea Institute for Industrial Economics and Trade (KIET) in its 2024 Economic and Industrial Outlook report released on Nov. 20. The relatively conservative forecast is
Samsung Electronics is severing ties with BOE, China’s largest display company, and is reorganizing its supply chain. This move comes amid ongoing disputes related to technology infringement and rising uncertainties about China due to U.S.-China tensions. Analysts believe that the company aims to re
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
The author is an analyst for NH Investment & Securities. He can be reached at kyeongkeun.kang@nhqv.com -- Ed.T-Robotics is achieving significant milestones in the logistics robotics arena, standing as the first player in the AMR industry to secure rechargeable battery-related orders from large firms
Samsung Display filed a complaint with the U.S. International Trade Commission (ITC) against China’s BOE, the world’s largest liquid crystal display (LCD) panel maker and Samsung Display’s largest display competitor. Samsung Display claims BOE stole its technology. This is separate from an ongoing p
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Although OLED TV demand remains weak, the expansion of OLED shipments for the smartphones of a North American customer is positive. We see strong chances for LGD to turn to profit in 4Q23. LGD’s ea
Samsung SDI and Hyundai Motor Group have entered into an agreement for the supply of electric vehicle batteries for the first time. Following their collaboration in automotive electrical and electronics parts, including semiconductors, this expansion into the battery sector marks the broadening of t
Korea’s information and communications technology (ICT) exports fell 13.4 percent year on year in September. The decline rate hit the lowest of the year thanks to semiconductor exports, which posted this year’s best performance in September.According to September ICT import and export data from the
Samsung Electronics is considering the adoption of MicroLED technology for its Galaxy Watch. This move is perceived as a strategy to rapidly seize the MicroLED market while intensifying competition with the Apple Watch.On Oct. 16, Samsung Electronics announced through their newsroom that they are in
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.We lower our earnings outlook and TP considering slowing OLED TV demand and a declining market share. However, as customer order volume is likely to improve and market share recovery is expected in
Samsung Electronics and LG Electronics are pumping up their efforts to promote their gaming monitors among gamers of the e-sports League of Legends (LoL) scene.LoL is the world’s most popular game with nearly 200 million monthly active users. There are continental leagues such as League of Legends C
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Concerns over OLED shipments to North American client appear overblownLG Display (LGD)’s share price has recently tumbled on concerns over a possible delay in shipments of OLED panels for a new sma
Forecasts suggest that the shipment volume of organic light-emitting diode (OLED) displays used in tablet PCs and laptops will grow at an annual rate of 41% until 2027.On Oct. 10, market research firm UBI Research published a report titled “Analysis of IT OLED Technology and Industry Trends.” This y
LG Display and LG Chem have successfully localized the production of core materials for Organic Light Emitting Diodes (OLED), which were previously entirely imported.According to LG Display on Sept. 9, both companies have independently developed the OLED core material “p-dopant,” which was previousl