Sony has widened its gap with Samsung Electronics in the smartphone CMOS image sensor (CIS) market.The smartphone CIS market reached US$15.1 billion (about 18.34 trillion won) in 2021, up 3 percent from the previous year, according to Strategy Analytics (SA), a market research company, on March 23.S
LG Display regained its No. 1 spot in the global TV display market in the fourth quarter of 2021 on the back of strong sales of OLED panels.The company’s share stood at 23.8 percent in the fourth quarter of 2021, beating Chinese display company BOE (20.6 percent), according to market research firm O
South Korean display manufacturers’ monopoly in the large OLED panel market is likely to continue for the time being.According to industry sources, JOLED’s production line construction in the industry is being delayed due to COVID-19. JOLED Inc. is a Japanese display technology company founded in 20
Dell has released a gaming monitor loaded with a quantum dot (QD) OLED panel. The monitor is the first display product in Korea that features QD-OLED, a display technology that will serve as the foundation for Samsung Electronics' TV business. Yet, the launch date for Samsung's QD TVs still
The market for mid-sized 40-inch OLED TVs is growing fast, fueled by an increase in the number of gamers and a spike in demand for second TVs due to COVID-19.Sales of TVs in the 40-inch range are on the uptick. Thus far, screen sizes have kept becoming bigger ang bigger as people across the globe ar
In 2021, Sony and Samsung Electronics came in first and second in the camera image sensor (CIS) market. Competition is expected to intensify in 2022 as the gap between the two market leaders has narrowed.According to a report released by Counterpoint Research on Feb. 23, CIS sales are expected to hi
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Global IT players are to start rolling out XR products in earnest in 2H22. Strong sales of Meta Quest 2 are creating a virtuous cycle of VR content expansion. With the launch of Apple’s XR device
Sony has decided to release Bravia A95K, the world’s first QD-OLED TV, in June this year. The panel is supplied from Samsung Display.The new TV is divided into 55- and 65-inch models. The prices are likely to be US$2,999 and US$3,999, respectively.The estimated prices are somewhat higher than the pr
Denso, the second-largest auto parts supplier in the world, has become a member of the TSMC-Sony project for foundry construction in Kumamoto. Denso is planning to invest US$350 million to get a stake of at least 10 percent.In the project, TSMC increased its planned investment after Denso decided to
The author is an analyst of NH Investment & Securities. He can be reached at esshim@nhqv.com. -- Ed. Tovis manufactures industrial monitors and TFT-LCD modules. Recently, the firm endured a period of sluggish earnings due to a decrease in casino monitor orders amid Covid-19 and business suspension a
SK Hynix has started to mass-produce 0.7㎛ image sensors, getting into competition with Sony and Samsung Electronics in the global image sensor market.The company has recently begun volume production of 0.7㎛ 50-million-pixel image sensors, which are at the same level as Sony products.The size of an i
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Widening metaverse client base expected to include Big Tech firms We maintain BUY and our TP of KRW500,000 (12.3x 2022E P/E) on LG Innotek, as the company’s metaverse client base should widen, including Big Tec
North Korean hackers stole US$395 million in cryptocurrency through at least seven attacks against exchanges and investment companies in 2021, said Chainalysis, a blockchain analysis company.This is an increase of about US$100 million from 2020 and the total money collected by North Korean hackers o
Sony’s Vision-S concept car made a splash at CES 2022. Samsung Electronics and LG Electronics, in the meantime, are not planning on manufacturing electric vehicles.According to industry sources, both Samsung Electronics and LG Electronics, which are already manufacturing electric vehicle components,
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Apple’s new XR device is expected to launch as an ultra-high-performance IT device that combines the computing power of a high-performance PC, high-definition displays, and various sensing modules
The authors are analysts of NH Investment & Securities. They can be reached at jiyong.im@nhqv.com.-- Ed. CES 2022 is meaningful in that while several companies were absent due to the spread of Covid-19, diverse platforms for metaverse were released. Global companies such as Sony unveiled various XR
CES 2022 took place from Jan. 5 to 8 in Las Vegas. More than 1,300 U.S. companies joined the show along with more than 500 South Korean companies. A total of 623 exhibits won the CES Innovation Award, including 139 of South Korean companies.A large number of partnerships were made at the venue. For
TSMC, the largest foundry in the world, is increasing its production facilities at a rapid pace. Last year, the company announced that it would invest US$100 billion for three years. US$20 billion is likely to be added to the planned investment, according to local news reports.The Taiwanese company
One of the keywords of CES 2022, which took place from Jan. 5 to 7, is digital and industrial connectivity, that is, one enterprise no longer belonging to one specific industry.For example, Hyundai Heavy Industries exhibited self-navigating ship models, Sierra Space showed its Dream Chaser space pla
Sony, the world’s No. 1 image sensor maker, is joining hands with Qualcomm and TSMC to keep Samsung Electronics, which is expanding its market share, in check. Sony and Qualcomm are planning to establish a joint camera research lab in San Diego of the United States. San Diego is home to Qualcomm'