The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. During pre-orders for the Sony PS5 on Sep 18, available supply quickly sold out. Server DRAM prices are expected to drop by 15% q-q due to reduced data center investment in 4Q20; however, consumer pro
Samsung Display will supply quantum dot (QD) TV panels to Chinese companies ahead of Samsung Electronics as the Korean TV giant will not use QD panels in 2021.The QD panel or the QD-OLED panel is a flagship display that Samsung Display will produce after deciding to withdraw from the LCD business. S
The authors are analysts of NH Investment & Securities. They can be reached at kyuha.lee@nhqv.com, hwdoh@nhqv.com and j.ko@nhqv.com, respectively. – Ed. Demand has been on the rise as of late for high-performance computing for computations that cannot be solved by conventional computing resources. T
LG Uplus announced on Sept. 8 that it has certified an integrated universal integrated circuit card (iUICC), a communication solution where the subscriber identification module (SIM) functionality is integrated within a system-on-chip. The new communication module integrates a SIM card, which stores
KakaoPage, Korea’s leading story entertainment company, will expand into the U.S., China, and Southeast Asia through continued investments and M&A deals and establish a truly global network by 2022, the company's CEO Lee Jin-soo said.Lee disclosed the plan at APOS 2020, a forum for sharing the l
Korean home appliance makers are leaving the Chinese market as they are losing ground to local companies, which are waging a price war based on improved technology.LG Electronics is closing down its shops housed at offline stores of Suning.com, one of China's leading retailers, and will graduall
Market research firm DRAMeXchange reported on Aug. 27 that the PC DRAM (DDR4 8Gb) spot price rose 0.24 percent to US$2.53 on Aug. 25. The price rebounded in 143 days after it reached this year’s high, US$3.63, in early April.Until Aug. 24, the DRAM spot price fell more than 30 percent in four months
Samsung Display has started to promote QD-OLED panels to global TV producers. It has recently supplied prototypes of QD-OLED TVs to Samsung Electronics' TV division, Sony, and Panasonic, according to market research firm Omdia. On the premise that there will be a company that will accept Samsung
Samsung Electronics posted a global TV market share of 30 percent in the second quarter of this year, when runner-up LG Electronics stood at 15.3 percent. In that market, Samsung Electronics topped 30 percent for the first time in the second quarter of last year and its market share remained above 3
Samsung Electronics and LG Electronics are employing aggressive marketing strategies in the Indian market to take advantage of Indian consumers’ boycott of Chinese products.LG Electronics' smartphone sales in India increased tenfold over the past two months, according to local media outlets in I
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. During recent Asia marketing meetings, many of the investors we spoke with were concerned about a slowdown in semicon supply/demand in 2H20, centered on data centers. However, we expect mobile and gam
The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. 32-inch LCD TV open cell panel price rose 6% MoM in June; uptrend to continueDue to the COVID-19 pandemic, more consumers in the US are now at home watching Net
JOLED, an OLED manufacturer in Japan, filed a patent infringement lawsuit against Samsung Electronics, Samsung Display, and Samsung Electronics' U.S. subsidiary with the U.S. District Court for the Western District of Texas on June 22, the company announced in its website.A company jointly set u
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. We estimate Samsung Electronics’ 2Q20 OP at W5.65tn (-12% q-q). Affected by Covid-19 and delayed reflection of one-off gains at the display division, the firm’s 2Q20 earnings are likely to arrive slug
LG Electronics will face challenges from Japanese brands in the OLED TV market. Toshiba and Sony are set to release their first OLED TVs to compete with LG Electronics, which introduced the world's first 48-inch OLED TV early this year.Toshiba has recently unveiled its 48-inch OLED TV Regza line
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Production of parts related to Sony’s PS5 starts this week. We expect the PS5 to contribute to semiconductor industry earnings improvement in 2H20. Within the memory industry, NAND demand improvement
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Backed by rising demand for non-face-to-face services, strong PC sales are expected to continue going forward. With the advent of Wi-Fi 6, sales related to networking chipsets are climbing. Due to the
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Samsung Electronics (SEC) has announced plans for NAND investment at Pyeongtaek line 2. We expect the investment to contribute favorably to the performance of semicon equipment firms from 2H20 into 20
While LG Electronics is releasing the world's first 48-inch OLED TVs in June, panels for the new TVs will be supplied from LG Display's Chinese plant. Analysts say that the company has begun to count down mass production 10 months after the Chinese plant was completed last year."LG Display
Hyundai Motor Co. and Sony Pictures Entertainment announced on May 28 that they have entered into a unique and unprecedented multi-picture promotional partnership that will feature the automaker’s new models and technologies in upcoming Sony Pictures productions. Under the deal Hyundai Motor will al