The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Partron shares should come under downward price pressure, owing to mid/long-term sales slowdown and a lack of competitive models at its main domestic client. It is welcome that Partron has diversi
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. We lower our TP on KH Vatec in reflection of slowing smartphone sales at clients and changes in our assumptions for foldable phones. However, KH Vatec continues to offer valuation appeal, consider
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 kyuha.lee@nhqv.com. -- Ed. Global smartphone shipments are estimated to drop 4% y-y to around 1.34bn units, affected by lockdowns from the resurgence of Covid-19 and global economic slowdown. But, pent-up demand and compani
Korea relies on China for seven out of 10 key imported items, which suggests the need for the country to set up an early warning system to detect abnormal supply and demand trends and diversify import sources.The Federation of Korean Industries (FKI) published a report on the status of key materials
The authors are analysts of Shinhan Investment Corp. They can be reached at hyungwou@shinhan.com and chank@shinhan.com, respectively. -- Ed. Concerns over a slowdown in global demand for tech productsGlobal tech demand and sales are slowing down in earnest. With the high base created over the past t
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. In March, China’s smartphone shipments declined sharply y-y. We expect that sluggish shipment figures will continue in 2Q22, mainly due to lockdown effects. Anticipating a meaningful recovery in S
LG Display will take the wraps off a number of advanced new OLED technologies at the International Society for Information Display (SID) 2022 exhibition, which is held in San Jose of the United States for three days from May 10.LG Display is planning to catch the attention of visitors with its new O
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Despite the 2Q off-season, OLED shipments remain solid, and Innox AMC’s market share within core customers continues to expand. In line, the company is forecast to outstrip consensus with record-h
The authors are analysts of Shinhan Investment Corp. They can be reached at hsh0628@shinhan.com and wonyong.sim@shinhan.com, respectively, -- Ed. 1Q22 preview: Earnings growth led by brisk demand for foldable smartphones and OLED TVsInnox Advanced Materials is expected to have recorded sales of KRW1
Samsung Electronics will not load its next foldable smartphone models with in-display fingerprint sensors.The company has considered the adoption of in-display fingerprint recognition technology for the Galaxy Z Fold 4 and the Galaxy Z Flip 4, but recently decided not to use it. The two foldable mod
China's display maker BOE is reportedly developing panels for Samsung Electronics’ new A13 and A23 budget smartphone series, which are scheduled to come out in May.A display industry insider said Samsung proposed to BOE the idea of producing panels for its next-generation flagship smartphones at
Samsung Electronics said in its U.S. official Twitter account that it found a foldable smartphone from Oppo “pretty amazing.” It was very unusual for Samsung Electronics to praise a Chinese product.“Pretty ah-mazing,” Samsung Electronics said about a video on Oppo’s first foldable phone “Oppo Find N
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. China’s smartphone shipment downtrend widened y-y in February. Improvement is expected after March, but the intensity of the recovery is likely to be lower than previously projected. We foresee a
Market research firm Counterpoint Research said on March 21 that MediaTek ranked first in the Android smartphone AP market in 2021 with a 46 percent share, followed by Qualcomm with a 35 percent share.MediaTek was strong in the segment of models under US$299. In particular, LTE smartphones led the m
Samsung Electronics has patented a smartphone that can extend the length of its screen to 30 cm using rollable and foldable technologies.According to the Dutch IT media outlet LetsGoDigital, Samsung Electronics registered a patent called a multiple folding electronic device with the World Intellectu
In 2021, Apple topped the global smartphone market with an overwhelming lead over its competitors in terms of sales revenue. Samsung Electronics, the world’s No. 1 smartphone maker in terms of sales volume, came in second in terms of sales value.Counterpoint Research, a market research firm, said on
Market research firm DSCC said on Feb. 22 that Samsung Electronics’ share in the global foldable smartphone market rose from 86 percent to 88 percent last year and this was led by Z Fold 3 and Z Flip 3.“Each of foldable panel shipments, foldable phone output and foldable phone shipments is expected
An alliance between Samsung Electronics and Google against Apple is showing a sign of breaking down. Google has entered the smartwatch and foldable phone markets, invading Samsung Electronics’ business area.IT tipster Ross Young said on Feb. 19 that Google was expected to start volume production of
The authors are analysts of Shinhan Investment Corp. They can be reached at chank@shinhan.com and hyungwou@shinhan.com, respectively. -- Ed. 4Q21 preview: Sales up 14% YoY to KRW49.5bnDuk San Neolux is expected to have posted 4Q21 operating profit of KRW13.8bn (-3.7% YoY) on sales of KRW49.5bn (+14.