The authors are analysts of NH Investment & Securities. They can be reached at kyuha.lee@nhqv.com, hwdoh@nhqv.com and j.ko@nhqv.com, respectively. – Ed. We maintain our Neutral stance towards the display industry. With the penetration of China-made LCD panels to continue increasing across all applic
The authors are analysts of NH Investment & Securities. They can be reached at kyuha.lee@nhqv.com, hwdoh@nhqv.com and j.ko@nhqv.com, respectively. – Ed. Expectations towards domestic foundry players and related back-end/equipment firms have been rising as of late, boosted by SEC’s announcement that
The author is an analyst of KB Securities. He can be reached at sangkook@kbfg.com. -- Ed. Company overview: Manufacturer of fittings and valves DK-Lok manufactures fittings and valves used in refineries, offshore plants, ships, CNG/LNG pipes, hydrogen fuel cell vehicles and hydrogen fueling stations
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Nvidia has unveiled its GeForce RTX 30 series of next-gen graphics cards for desktop PCs, for which the majority of processors are to be produced at SEC’s foundry. Going forward, we expect SEC’s found
The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. Earnings surprise expected for 3Q20 with OP to reach KRW22bnWe expect Seoul Semiconductor to deliver an earnings surprise for 3Q20 with operating profit to reac
Samsung Display has started to promote QD-OLED panels to global TV producers. It has recently supplied prototypes of QD-OLED TVs to Samsung Electronics' TV division, Sony, and Panasonic, according to market research firm Omdia. On the premise that there will be a company that will accept Samsung
The author is an analyst of KB Securities. He can be reached at swhong@kbfg.com. -- Ed.2Q20 consolidated OP of KRW18.8bn beats market consensus by large marginSeAH Besteel recorded 2Q20 consolidated (K-IFRS) revenue of KRW564.7bn (-28.6% YoY) and OP of KRW18.8bn (-25.2% YoY; 3.3% OPM). Revenue misse
TV market watchers say that global TV makers including Samsung Electronics are expected to roll out mini-LED (light emitting diode) TVs in earnest next year.A current LCD TV has about 50 LEDs in its backlight, but a mini-LED TV has 10,000 to 20,000 ultra-small 100- to 200-micrometer LED chips in its
Samsung Display is expediting its preparations for mass-production of quantum dot (QD) displays in 2021 without relying on Samsung Electronics and irrespective of Samsung Electronics' TV business strategy.Samsung Display can go without support from Samsung Electronics as it has secured Chinese T
Samsung Display to complete QD line installation in 2H20Regardless of Samsung Electronics’ TV strategy, Samsung Display will commence commercial production of QD OLED panels in 2021, according to Seoul Economic Daily (July 26). The company needs the panels to fill the void left when its lines for la
The authors are analysts of NH Investment & Securities. They can be reached at ys.hwang@nhqv.com. -- Ed. Agriculture accounts for one-fourth of global GHG releaseThe World Meteorological Organization (WMO) estimates that GHG emissions from agriculture (excluding emissions from the transport of agric
The authors are analysts of NH Investment & Securities. They can be reached at ys.hwang@nhqv.com. -- Ed. Transitioning towards low-carbon energy sourcesSecond climate change response plan released in Oct 2019Following the announcement of the first climate change response plan and the release of GHG
Samsung Electronics and LG Electronics are employing aggressive marketing strategies in the Indian market to take advantage of Indian consumers’ boycott of Chinese products.LG Electronics' smartphone sales in India increased tenfold over the past two months, according to local media outlets in I
Samsung Electronics is presenting its latest digital signage innovations at Visual Experience Showcase 2020, an online exhibition now underway at its website.The company is inviting all customers, partners, and fans of Samsung digital signage to explore all the latest visual display solutions and in
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Apple unveiled its own PC processor at the recent WWDC, an advance that will empower it with greater control over the development of its PC products. The rapid drive at big-name IT players to develop
The author is an analyst of NH Investment & Securities. He can be reached at j.ko@nhqv.com. -- Ed. Chinese LCD makers are to continue expanding their production capacities in order to increase M/Ss. Despite Covid-19, their investment plans remain unchanged. Globally, the number of 8G-and-above LCD f
The author is an analyst of NH Investment & Securities. He can be reached at j.ko@nhqv.com. -- Ed. LCD panel prices are expected to decline in 2Q20, rise in 3Q20, and fall in 4Q20, likely exhibiting volatility in the process. Having continued to deploy a strategy aimed at strengthening their technol
Samsung Electronics announced on May 19 that it has introduced Samsung ISOCELL GN1, a new 50-megapixel (Mp) image sensor with large 1.2μm-sized pixels. The ISOCELL GN1 is Samsung’s first image sensor to offer both Dual Pixel and Tetracell technologies. Thanks to the relatively larger pixel size, the
Samsung Electronics and LG Electronics are employing different TV launch strategies for the second half of 2020, in which they are expected to release ultra-high-priced TV products worth hundreds of millions of won. The two Korean TV giants have been waging a TV war since 2019.Samsung Electronics, t
While Samsung Electronics' Consumer Electronics (CE) Division's display purchases have been halved over the past two years, its TV sales have increased 1.5-fold. This means that the main determinants of the company’s TV competitiveness are system-on-chip (SoC) and quantum dot (QD) technologi