The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.In general, global IT companies expect improved earnings from 2H24 and a recovery of the Chinese market. China’s IT industry rebound is judged to be the most important point of 2024.IT industry con
Samsung Electronics has reportedly incurred costs amounting to about 9 trillion won for chip purchases from global application processor (AP) manufacturers, including Qualcomm and MediaTek. The analysis suggests that the exclusion of Samsung’s in-house AP, Exynos, from key products due to performanc
Samsung Electronics has confirmed on Nov. 27 that they have completed the trademark registration for the terms “AI Smartphone” and “AI Phone” in connection with the launch of an artificial intelligence (AI) equipped smartphone next year. This registration was finalized on Nov. 24 with the European U
SK hynix is getting ready to debut “2.5D Fan-out” packaging as its next-generation memory semiconductor technology. Gaining confidence in the field of next-generation chip technology due to its successful performance in High Bandwidth Memory (HBM) this year, SK hynix seems to be accelerating its eff
Samsung Electronics has overtaken Apple as the world’s most innovative company. Despite the long-term slump in its flagship semiconductor business, the company’s record-breaking investments to secure future growth drivers and its patent holdings were highly evaluated.Samsung Electronics scored 9.25
According to market research firm Counterpoint Research on Nov. 23, as of October, the global smartphone market’s monthly sales have increased by 5% compared to the same period last year, driven by recovery in emerging markets. This marks the first monthly sales increase since June 2021.The rise in
Samsung Electronics recently presented a number of memory strategies to prepare for the “AI Big Bang” era at the Investors Forum 2023 in Hong Kong.The company aims to dominate the automotive memory market by 2025, with plans to roll out AI-related products starting next year. The AI market is expand
Amid a two-quarter consecutive increase in global semiconductor company revenues, Nvidia and SK hynix have distinguished themselves, benefiting from the AI semiconductor windfall.According to market research firm Omdia on Nov. 22, the global semiconductor market size in the third quarter (July-Septe
Samsung Electronics experienced a more than 8% decrease in its global smartphone shipments in the third quarter compared to the same period last year. In contrast, shipments from its competitors, Apple and Xiaomi, have increased.The Wall Street Journal, citing market analysis firm IDC, reported on N
SK hynix is poised to commercialize its newly developed bio image sensor, aiming to secure a stronger position in the global market by not only focusing on mainstream smartphone and automotive image sensors but also pioneering unique product lines.On Nov. 21, it was reported that SK hynix unveiled i
The value of the Japanese yen is nearing its lowest point in 33 years, emerging as a hidden challenge for South Korea’s industrial sector. Key industries such as steel, automotive, and electronic components, which directly compete with Japanese counterparts, are facing weakened price competitiveness
Samsung Electronics has set a goal to increase the sales proportion of artificial intelligence (AI) chips in its foundry (semiconductor contract manufacturing) business to 50% by 2028.According to sources in the semiconductor industry on Nov. 20, the current revenue breakdown by application for Sams
South Korean conglomerates, including Samsung and LG, are set to unveil new home appliances, mobile technologies, and mobility (automotive) solutions at CES 2024, the world’s largest electronics trade show held in the United States, embarking on extensive promotional activities.According to industry
The author is an analyst for NH Investment & Securities. He can be reached at youngryu@nhqv.com -- Ed.Memory companies entered 2023 with lowered expectations for the industry. However, the weakness in memory demand was more severe than expected, and the rate of memory inventory decline was also slow
The author is an analyst for Shinhan Securities. He can be reached at hyon@shinhan.com -- Ed.3Q23 operating profit of KRW15.8bn misses consensusHana Micron reported operating profit of KRW15.8bn (-14% QoQ) on sales of KRW239.4bn (-4% QoQ) in 3Q23, missing the consensus estimate (KRW22bn). Amid the s
Koreans spent more than 104.4 billion minutes on YouTube in October, according to a survey.WiseApp-Retail Goods, a company that analyzes mobile applications and retail, announced on Nov. 15 that it surveyed Korean smartphone users on their YouTube usage time. The survey was conducted among 51.2 mill
Samsung Electronics is severing ties with BOE, China’s largest display company, and is reorganizing its supply chain. This move comes amid ongoing disputes related to technology infringement and rising uncertainties about China due to U.S.-China tensions. Analysts believe that the company aims to re
Han Chang-wook, a research fellow at UBI Research, predicted a steady increase in the shipment of Organic Light-Emitting Diodes (OLEDs) for tablets and laptops during the “2023 UBI Research Analyst Seminar” held on Nov. 14 at the Science and Technology Convention Center in the Gangnam district of Se
Following the rise of generative AI led by ChatGPT, the On-Device AI market is now opening up, drawing attention to a new type of memory semiconductor. On-Device AI refers to technology that implements AI functions within information technology (IT) devices like smartphones without relying on server
SK hynix announced today that it has started supplying its customers with 16 gigabyte (GB) packages of Low Power Double Data Rate 5 Turbo (LPDDR5T), the fastest mobile DRAM available today that can transfer 9.6 gigabits per second (Gbps).Since the successful development of its LPDDR5T in January, SK