The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Strengthened partnership with Samsung Electronics to increase LCD panel orders five-fold— According to Chosun Biz and other media companies (Dec 1), LG Display (LGD) and Samsung Electronics (SEC) will strengthe
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. BH Flex’s earnings growth is to accelerate on better-than-expected sales of a North American client’s new smartphones and market share expansion (amid the withdrawal of rivals). Over the mid/long
Samsung Electronics and LG Electronics will adopt OLED displays for their key products, including smartphones and TVs, next year.Samsung Electronics, the world's No. 1 TV producer, is planning to unveil QD OLED TVs at CES 2022, which will be held in Las Vegas in January 2022. It will use QD OLED
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. OLED TV panel shortage expected in 2022 We maintain BUY and TP of KRW25,000 (0.6x 2022E P/B) on LGD. We remain positive about the company because we believe Samsung Electronics’ entry into the OLED TV market in
Taiwan's TSMC, the world's largest foundry, forged an alliance with Japan's Sony by establishing a joint venture semiconductor plant in Japan.TSMC and Sony Semiconductor Solution (SSS), a semiconductor subsidiary of Sony, announced on Nov. 9 that they will jointly build a semiconductor p
The National Pension Service (NPS) of Korea will create a US$1.5 billion joint venture (JV) fund specializing in real estate investment with Tishman Spyre, one of the largest real estate investment companies in the United States.The fund will focus on affordable housing in the United States, which m
Samsung Electronics is turning part of its DRAM production lines into image sensor production lines in order to be prepared for a decline in DRAM price. The switch is occurring in the company's plant in Hwaseong, Gyeonggi Province.These days, the focus of the image sensor market is shifting from
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Launch events for new XR devices that will enable the next-generation metaverse are scheduled for October. Global IT companies are expected to release new products in earnest from 2022, which shou
SK Hynix is seeking to expand its non-memory semiconductor business, with the focus on image sensors."I am confident that CMOS image sensors (CISs) will be a pillar of SK Hynix's growth along with DRAMs and NAND flashes," said Song Chang-rok, vice president of SK Hynix's CIS business, in an
Global retail giant Amazon is reportedly planning to enter the TV market. According to U.S. economic media outlet Business Insider, Amazon is planning to introduce 55- to 75-inch models to the U.S. marketAmazon has been internally preparing to launch its TV models for more than two years. Amazon is
Korean OLED panels and OLED TVs are racking up high market shares in the Japanese market, which has a very strong preference for domestic brands.LG Electronics recorded a 7.4 percent share in the OLED TV market in Japan in the second quarter. Its share was lower than Japanese brands Sony (35.2 perce
Samsung Electronics and LG Electronics accounted for half of the global TV market in terms of sales in the first half of this year. They increased their sales despite production setbacks caused by COVID-19.According to market research firm Omdia, a total of 99.11 million TVs were sold worldwide in t
Nikkei reported on Aug. 6 that Samsung Electronics recorded the highest market shares in the global DRAM, NAND flash, OLED panel, ultra-slim TV and smartphone markets last year. In addition, SK Hynix, LG Electronics and LG Display came in second in the DRAM, ultra-slim TV and OLED panel markets, res
Mirae Asset Global Investments listed three new ETFs focused on new technologies and the entertainment sector in China on the Hong Kong stock exchange on July 23. The new ETFs are the Global X Asia Semiconductor ETF, Global X China Games and Entertainment ETF and Global X China E-commerce and Logist
TSMC, the largest foundry in the world, is considering producing chips in Kumamoto, Japan starting from 2023. The final decision is likely to be made at its board meeting in September.If TSMC decides to do so, its plant in Japan is likely to employ 28-nanometer technology and its monthly wafer produ
Campaign Asia-Pacific and Nielsen announced on July 20 that Samsung topped their Asia's Top 1000 Brands list for this year. The 18-year-old list shows consumer preferences in 14 Asia-Pacific countries, and Samsung took the top spot for the 10th consecutive year this year."Samsung Group is the bi
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. XR device market to expand at CAGR of over 100%The XR device market (includes VR and AR devices) is estimated to expand at a CAGR of over 100% from 6.77mn units in 2020 to 13.73mn units in 2021, 2
Japan's Ministry of Economy, Trade and Industry announced on May 31 that TSMC will establish a semiconductor R&D base in Tsukuba, Japan. The ministry will provide 19 billion yen in subsidies, more than half of the project’s cost of 37 billion yen.TSMC is planning to start full-fledged R&D activi
Samsung Electronics has been selected as one of the 10 most trusted brands in the world's top 10 economic powers including the United States, the United Kingdom, and China.Samsung Electronics, the only Korean company on the list, showed its status as a global leader in name and reality by standi
St. Louis-based Moosylvania recently released this year’s Top 100 Brands for Millennials, in which Samsung Electronics took the fifth place. The ad agency conducted the survey with a total of 1,000 U.S. residents in the age group of 19 to 39 and they were asked to pick their three favorite brands.Ap