China’s No. 1 display maker BOE has filed a patent infringement lawsuit against Samsung in China. Industry analysts say this is a retaliatory move by BOE, which competes with Samsung in the organic light-emitting diode (OLED) panel market.BOE recently sued Samsung Display, Samsung Display China, and
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.In March, global smartphone sales continued to fall y-y. But, the pace of slowdown narrowed in China, and sales volume remained impressive for Apple. Moving ahead, demand is to gradually improve on
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.At SEC, sluggish earnings are to continue into 2Q23. However, orders from customers should resume in 2H23, thanks to memory makers’ meaningful production cuts and reduced inventories at clients. We expe
Samsung Electronics’ decision to ramp up its investment this year despite a four trillion won deficit in the semiconductor sector is a sign that the Korean semiconductor giant is proactively preparing for an upturn in the market as the semiconductor industry will bottom out.Samsung Electronics’ firs
A hinge problem involving Samsung Electronics’ premium foldable Galaxy Z phone series has resurfaced. Due to the nature of a foldable phone, it should fully unfold to 180 degrees, but sometimes it does not. If this problem continues to take place, a phenomenon occurs where black lines appear in the
As Samsung Electronics has considered changing the default search engine for Galaxy smartphones from Google to Microsoft (MS), a crack has appeared in a 12-year-long relationship between Samsung Electronics and Google. Under these circumstances, as the launch of Google’s first foldable smartphone is
Competition is heating up in the foldable smartphone market, which has emerged as a future growth driver in the smartphone industry. Samsung Electronics, the worldwide leader in the foldable phone market, is facing a challenge from Google of the United States following Chinese companies.Foreign medi
Samsung Electronics Chairman Lee Jae-yong is finalizing the schedule to meet Apple CEO Tim Cook and Google CEO Sundar Pichai during his visit to Silicon Valley during a business trip to the United States that will last until mid-May. It is analyzed for the purpose of envisioning Samsung’s future bus
Market research firm Strategy Analytics announced on April 20 that the System LSI Division of Samsung Electronics recorded mobile application processor shipments of 19.1 million units in the first quarter of this year, up 15 percent from a year ago.The shipments of market leader MediaTek dropped 31
Samsung Electronics has recaptured the number one spot in the global smartphone market share standings. Samsung Electronics, which lost the first spot to Apple in the fourth quarter of last year, regained its No. 1 spot again in the first quarter of 2023 thanks to strong sales of the Galaxy S23.Howe
The New York Times reported that Samsung Electronics is considering replacing the Google search engine in its Galaxy phones with MS Bing. The solid partnership between Samsung Electronics and Google is showing signs of change.The Google search app has been preloaded in every Galaxy smartphone for ab
The author is an analyst at Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.1Q23 review: Semiconductors swing to loss, solid earnings from MXSamsung Electronics posted preliminary operating profit of KRW0.6tr (-86% QoQ) on sales of KRW6.3tr (-11% QoQ) in 1Q23, missing the consensus
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.During its 1Q23 earnings release, SEC announced that it intends to cut memory output considerably, which will positively impact supply-demand conditions. We expect earnings to begin to rebound in earnes
While Samsung Display filed an OLED panel patent infringement lawsuit against U.S. component makers, BOE, the largest display company in China, is attracting attention as the U.S. International Trade Commission (ITC) has decided to launch an investigation of BOE. Samsung Display took this action to
The Exynos is an in-house AP of Samsung Electronics, but it was not used in the Galaxy S23 series launched this year. This is because the Galaxy S22 series for 2022 was embroiled in the game optimization service (GOS) controversy last year. The GOS lowers the performance of Galaxy devices when playi
Samsung Electronics will develop a graphics processing unit (GPU) optimized for a next generation version of its in-house mobile application processor (AP) Exynos. While strengthening ecosystems centered on the Exynos, the Korean semiconductor giant will focus on developing GPUs that determine smart
Samsung Electronics will re-load the Exynos, an application processor (AP) designed by Samsung Electronics, into its Galaxy smartphone series. This plan aims to dial up Samsung Electronics’ share in the smartphone AP market and reduce the production cost of Galaxy products.According to industry sour
Errors occurred in Samsung Pay, a simple payment service for Samsung Galaxy users, causing inconvenience to consumers.“A software error occurred during an app update process,” Samsung Electronics said.According to industry sources on March 30, complaints that Samsung Pay was not running were posted
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.We expect SEC’s earnings to remain sluggish through 2Q23, amid slowing memory market conditions. Industry conditions should improve from 3Q23, however, led by supply reductions and increased demand for
In February, thanks to the effects of the newly released Galaxy s23 smartphone, Samsung Electronics dethroned Apple, rising to first place in the global smartphone sales standings.According to sources in the financial investment industry and global market research firm Counterpoint Research on March