Apple is expected to boost LG Display’s performance by increasing the adoption of organic light emitting diode (OLED) displays.According to market research firm Omdia on Nov. 12, Apple is planning to incorporate OLED panels in its upcoming 11-inch and 12.9-inch iPad Pro models. They are expected to
The upward trend in memory prices, starting with DRAM, is now extending to NAND Flash. The combination of production cuts and recovering demand has led to a successful turnaround. There are expectations that the pace of improvement in the performance of Samsung Electronics and SK hynix will accelera
Amid an economic downturn, global personal computer sales volume, which had been sluggish, is forecasted to rebound next year as the market for AI PCs, equipped with generative AI and related features, starts to open up.According to market research firm TrendForce on Nov. 9, total shipments of the g
China is accelerating its stride toward semiconductor self-sufficiency as a countermeasure to U.S. semiconductor export controls. Despite the challenges posed by U.S. restrictions, China’s push for semiconductor autonomy seems to be increasingly fruitful.According to industry sources on Nov. 9, the
Samsung Electronics has unveiled its in-house developed generative artificial intelligence (AI) model, known as Samsung Gauss.On Nov. 8, during the second day of the Samsung AI Forum 2023 at the Samsung R&D Campus in the Seocho district of Seoul, Samsung Gauss was presented for the first time by Sam
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Due to slowing demand in downstream industries and continued inventory adjustments in distribution channels, PI AMC’s 2H23 earnings are likely to miss our estimates. However, considering already hi
Forbes today unveiled its 2023 Asia’s Power Businesswomen list, honoring 20 successful female leaders across the Asia-Pacific region, who operate in a broad range of industries including finance and banking, property, technology and commodities. The complete list can be found in the November issue o
Samsung Electronics’ Exynos mobile application processor, which once faced a setback by being excluded from its flagship Galaxy S series, is aiming for a comeback in the premium market next year.According to Counterpoint Research on Nov. 6, the global AP market is currently led by MediaTek with a 30
Samsung Electronics and SK hynix are igniting a market recovery for NAND flash, which has been slower to rebound compared to DRAM, by transitioning processes and reducing production.On Nov. 3, industry insiders forecasted that NAND would still take more time to recover due to its higher inventory le
Samsung Display filed a complaint with the U.S. International Trade Commission (ITC) against China’s BOE, the world’s largest liquid crystal display (LCD) panel maker and Samsung Display’s largest display competitor. Samsung Display claims BOE stole its technology. This is separate from an ongoing p
In October, Korea’s exports turned positive for the first time in 13 months, and the nation’s trade balance has been positive for five consecutive months since June. It was the first time in 20 months since February 2022 that exports rebounded and the nation posted a trade surplus at the same time.A
Samsung Electronics has announced plans to unveil a smartphone with integrated generative artificial intelligence (AI) technology next year.During its 3rd quarter earnings conference call on Oct. 31, Samsung stated, “We are working to introduce AI technology as a new experience in our devices,” and
Samsung Electronics announced in its third-quarter online earnings call on Oct. 31 that it will expand its supply of cutting-edge memory, including 10-nm 4th-generation (1a) and 5th-generation (1b) DRAM and 7th- and 8th-generation V-NAND flash memory, without making any downward adjustments.“Demand
China’s leading memory semiconductor company, Yangtze Memory Technologies Company (YMTC), has been reported as successfully developing and mass-producing 232-layer 3D NAND flash. According to South China Morning Post (SCMP) on Oct. 27, semiconductor analyst firm TechInsights revealed in a report on
There seems no end in sight in the growth of Korea’s trade deficit with China. This is due to a significant drop in Korea’s exports of high-tech products such as semiconductors and displays to China.Korea’s exports and imports from China reached US$91.6 billion and US$107.3 billion, respectively, in
Park Yong-in, who oversees Samsung Electronics’ system semiconductor design operations as President of the System LSI Division, expressed confidence in the success of the company’s latest mobile application processor, the Exynos 2400.On Oct. 26, following his keynote address at Semiconductor Expo 20
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Sales of the recently released smartphones of LGI’s main North American customer may prove slower than initially expected. In line, we lower our earnings forecasts and TP. However, considering both
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Although OLED TV demand remains weak, the expansion of OLED shipments for the smartphones of a North American customer is positive. We see strong chances for LGD to turn to profit in 4Q23. LGD’s ea
Generative artificial intelligence (AI), a major buzzword this year, is expected to dominate the smartphone market next year.Samsung Electronics is predicted to unveil its Galaxy S24 series, incorporating generative AI, early next year. The company is also expected to strengthen collaborations with
SK hynix has achieved a significantly higher stock price growth this year after successfully pioneering the development of high-performance semiconductors in the Artificial Intelligence (AI) sector, thereby overshadowing its competitor, Samsung Electronics, Bloomberg reported on Oct. 23.According to