Samsung Electronics is formalizing plans to introduce a “Spam Message Box” on its mobile phones.The Korea Internet & Security Agency (KISA) announced on Oct. 18 that they had entered into a business agreement with Samsung Electronics for the development and operation of malicious text message filter
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.KT has unveiled its dividend policy for the next three years. The announcement should put to rest recent fears of dividend reduction. The firm’s commitment to keeping DPS at the 2022 level evidenc
Samsung Electronics is considering the adoption of MicroLED technology for its Galaxy Watch. This move is perceived as a strategy to rapidly seize the MicroLED market while intensifying competition with the Apple Watch.On Oct. 16, Samsung Electronics announced through their newsroom that they are in
Amid the global semiconductor demand slowdown, it’s projected that the operation rate of Samsung Electronics’ legacy 8-inch wafer foundry will be cut in half next year.Market research firm TrendForce reported on Oct. 12 that Samsung Electronics’ 8-inch wafer foundry’s operation rate will be around 5
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Concerns over OLED shipments to North American client appear overblownLG Display (LGD)’s share price has recently tumbled on concerns over a possible delay in shipments of OLED panels for a new sma
Forecasts suggest that the shipment volume of organic light-emitting diode (OLED) displays used in tablet PCs and laptops will grow at an annual rate of 41% until 2027.On Oct. 10, market research firm UBI Research published a report titled “Analysis of IT OLED Technology and Industry Trends.” This y
Lotte Chemical has sold off all of its plants producing general-purpose petrochemicals in China. General-purpose petrochemicals have become a marginal business for the company with deteriorated profitability due to aggressive expansion by Chinese companies.According to industry sources on Oct. 9, Lo
As the issue of expanding insurance premium payments through credit cards remains unresolved and in limbo, the insurance industry is becoming increasingly concerned. This unease is fueled by predictions that the usage volume of convenient payment services like Kakao Pay and Naver Pay will surpass cr
The ongoing armed conflict between Israel and the armed Palestinian faction, Hamas, has sent shock waves through the Middle East. Accordingly, major South Korean companies like Samsung Electronics and Hyundai Motor, which have a significant presence in the area, are closely monitoring the situation.
Samsung Electronics has unveiled its Galaxy smartphone's AP (Application Processor) 'Exynos' after nearly two years.On the 5th (local time), Samsung Electronics held the 'Samsung System LSI Tech Day 2023' at Silicon Valley at its North American headquarters (DSA). Over 300 representatives from clien
In a move seen as a counter to Apple’s upcoming pre-sale of the iPhone 15 series in South Korea on Oct. 6, Samsung Electronics has unveiled its Galaxy Fan Edition (FE) series after a two-year hiatus.On Oct. 4, Samsung Electronics announced the launch of its new Galaxy FE lineup comprising Galaxy S23
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.While global smartphone sales continued to slide y-y in August, the Chinese market achieved y-y growth for the first time since Mar 2021. We expect market conditions to continue improving after Sep
After an absence of 1 year and 9 months, Samsung Electronics’ proprietary mobile application processor (AP), Exynos, is set to return. Following last year’s controversy over the Game Optimization Service of the Galaxy S22, Samsung had been exclusively using Qualcomm’s Snapdragon 8 2nd generation in
In September, South Korea achieved its highest semiconductor exports in the past year, while exports to China also reached their peak for the year. Analysts suggest that semiconductor exports have gradually found their footing and are on an upward trajectory, and exports to China have entered a sign
Samsung Electronics maintained its leading position in the European, Middle East and Africa smartphone markets.Samsung Electronics accounted for 33 percent of the European smartphone market in the second quarter, surpassing Apple (23 percent) and Xiaomi (20 percent) and taking first place in the sta
The operating profit of South Korea’s top 100 companies in the first half of this year showed a significant deterioration compared to the top 100 companies in the United States. In particular, for the two largest companies by market capitalization in both countries, Apple and Samsung Electronics, wh
The newly released Huawei Mate 60 Pro is equipped with the self-developed 5G 7 nm Kirin 9000S chip.Despite facing significant sanctions from the U.S. government since 2020, China’s Huawei is alleged to have used semiconductor chips produced by Samsung Electronics, U.S.-based Micron, and Japan-based
According to industry sources and foreign media reports on Sept. 25, Apple’s newest smartphone, the iPhone 15 Pro, has become embroiled in controversy due to excessive overheating of its mobile chip, the A17 Pro. This chip marks the debut of TSMC’s large-scale 3-nm production.Recently, a Chinese use
U.S. semiconductor company Broadcom said on Sept. 25 that it plans to file an administrative lawsuit against the Korea Fair Trade Commission (KFTC)’s decision to impose a fine on Broadcom.“We regret the decision by the KFTC,” Broadcom said in a statement, adding that it plans to appeal to the Seoul
The author is an analyst for Shinhan Securities. He can be reached at hyon@shinhan.com -- Ed.3Q23 operating profit to miss consensus at KRW13.2bn (-28% QoQ)Doosan Tesna is expected to post operating profit of KRW13.2bn (-27.5% QoQ) on sales of KRW90.3bn (+1.5% QoQ) for 3Q23, falling short of the mar