The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Meta unveiled its new XR device, the Meta Quest Pro, at its Meta Connect 2022 event. Given the relatively disappointing hardware upgrades and lofty price tag, Meta’s XR market share could suffer i
SK Hynix has developed a 100-megapixel image sensor. The company is expediting the launch of high-pixel image sensors to change the two-runner race between Sony and Samsung Electronics.On Oct. 6, SK Hynix introduced Hi-A811, a 108-megapixel image sensor for smartphones at SEDEX 2022 held at COEX in
The authors are analysts of Shinhan Investment Corp. They can be reached at sokang@shinhan.com and kimaram@shinhan.com, respectively. -- Ed. 3Q22 preview: Deregulation of web board games and upturn in sales of existing gamesNeowiz is expected to earn operating profit of KRW8.2bn (positive swing YoY,
Market research company IC Insights predicted that the global image sensor market will suffer negative growth this year.The image sensor market has enjoyed double-digit growth for years as its use in smartphones and automobiles has increased. But it is expected to record a negative growth rate for t
Samsung Electronics and LG Electronics are facing an increasing challenge from Chinese companies in the shrinking global TV market. The South Korean companies are aiming to overwhelm them again by further developing their technologies.In the first half of this year, the global TV market shipments de
The authors are analysts of Shinhan Investment Corp. They can be reached at sokang@shinhan.com and kimaram@shinhan.com, respectively. -- Ed. Lies of P wins 3 awards at Gamescom 2022Neowiz’s Lies of P, which is set for release in 1H23, was highly applauded by gamers at the Opening Night Live of Games
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. As demand rises from set manufacturers for high-resolution OLEDoS panels (which are to feature in Apple’s XR devices), domestic and Greater China display makers are expected to begin full-fledged
OLED TVs are growing fast in the premium TV market in Europe -- so much so that gfu of Germany said in a recent report that OLED TVs are the winner of the German TV market. Founded in 1973 as the Society for the Promotion of Consumer Electronics in Germany, gfu is the organizer behind the IFA, Europ
The combined share of Samsung Electronics and LG Electronics in the global TV market is likely to fall below 50 percent this year, as Chinese manufacturers are increasing their share amid demand contraction.In the first half of this year, Samsung Electronics’ share was 31.6 percent, down 1.1 percent
Samsung Electronics’ 3-nm chip launching ceremony is scheduled for July 25. The company started the mass production of the most advanced semiconductor product in the world on June 30. The first batch of the product considerably improved in power consumption, performance and area will be supplied to
Germany’s Volkswagen and Japan’s Toyota are speeding up their internalization of automotive semiconductors in cooperation with Taiwan’s TSMC. Hyundai Motor Group is also busy strengthening its semiconductor supply chains and internalizing chips. Berthold Hellenthal, strategic semiconductor manager o
Samsung Display has raised its production yield of quantum dot (QD)-based organic light emitting diode (OLED) displays to 85 percent.Samsung Display president Choi Joo-sun had a meeting with executives and employees at Giheung Campus in Yongin of Gyeonggi Province on July 1. After announcing the com
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. Given the influences of off-seasonality and declining sales of existing games, Krafton’s 2Q22 earnings are likely to arrive sluggish. Nevertheless, Krafton’s recent share price decline looks exce
JASM, a joint venture of TSMC, Sony and Denso, initiated plant construction in Kumamoto, Japan in April this year. The plant is to produce 55,000 12-inch wafers a month and is to be put into operation in late 2024.Regarding the construction, the Nikkei recently reported that JASM is currently recrui
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Global smartphone shipments have come in sluggish as of late, affected by lockdowns in China due to the re-spreading of Covid-19 and global economic slowdown. In the short term, however, shipments
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. New games releases (delayed from 2H21) are to unfold slowly but steadily. From this month, 2H22E titles are to confirm launch schedules and to release videos. Expectations for game shares are to
Samsung ranked sixth in a survey of the top 100 most reputable brands in the United States for 2022. Among foreign companies included in the list, which was disclosed by Harris Poll, Samsung took up the highest spot.Samsung scored 80.5 to place sixth, up 25 notches from a year ago. Trader Joe, an or
Mirae Asset Group has decided to acquire International Finance Center (IFC) Seoul in the Yeouido financial district in Seoul for 4.1 trillion won, beating Aegis Asset Management and Shinsegae Consortium.Currently, IFC Seoul is owned by Brookfield Asset Management, a Canadian real estate investment c
Samsung Electronics is making a full-fledged move to surpass Sony in the complementary metal oxide semiconductor (CMOS) sensor market.After introducing the industry’s first 100-megapixel image sensor in 2019, Samsung Electronics released the world’s first 200-megapixel image sensor ISOCELL HP1 in Se
Market research firm Omdia said on May 8 that this year’s global TV shipments are estimated at 211.639 million units, the smallest since 2010 and about 1.89 million units less than last year’s.This is because COVID-19 is subsiding and inflation is continuing in the United States and Europe. The Q1 d