Samsung Electronics has decided not to collect Samsung Pay fees from credit card companies. While Apple has begun collecting fees for Apple Pay, Samsung Electronics had also considered imposing charges. However, to alleviate the burden on credit card companies struggling with deteriorating profitabi
Samsung Foundry, the semiconductor outsourcing division of Samsung Electronics, has embarked on a chip research project with leading semiconductor startups in the global artificial intelligence market.According to industry sources on July 19, Samsung Foundry has recently launched Research & Developm
The smartphone usage rate among Koreans has reached 97 percent according to a recent survey.Korea Gallup announced on July 18 that it asked 1,001 people aged 18 or older nationwide whether they used a smartphone from July 11-13. Ninety-seven percent said they did.According to the poll, 69 percent of
MediaTek, the global leader in the mobile application processor (AP) industry, is accelerating its market share expansion with the launch of its new chipset.According to industry sources on July 13, MediaTek, Taiwan’s largest fabless semiconductor design firm, recently unveiled its new mobile AP pro
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Weighed upon by delayed new game rollouts, Netmarble’s operating losses inevitably continued in 2Q23. Expectations remain alive, however, for a rebound driven by new lineups to be launched from Ju
The Organization for Economic Cooperation and Development (OECD) has decided to delay Pillar One of a global digital tax, which will require multinational companies such as Google, Apple and Samsung Electronics to pay taxes in countries where they actually generate sales, by one year from 2024 to 20
Recently, Samsung Electronics has improved its process yield (the ratio of good products) to over 75% for its 4-nm process, leading to speculation that it could expand its major clients for semiconductor foundry (contract manufacturing).On July 11, Park Sang-wook, a researcher at Hi Investment & Sec
Samsung Electronics and Apple are set to compete in a new arena this time – the smart ring market.According to sources in the information and communication technology (ICT) industry on July 10, Samsung Electronics filed a trademark application for the Galaxy Circle with the Korean Intellectual Prope
According to industry sources on July 10, SK hynix will supply the special DRAM that goes into Apple’s Vision Pro AR device, which was ambitiously revealed last month.The DRAM will be linked with the R1 chip newly developed by Apple for the Vision Pro. The R1 is a processor that computes external in
Apple is in talks with display suppliers to launch a foldable MacBook model, which is expected to rev up the sluggish display market.Apple is expected to launch a foldable laptop as soon as 2026, according to industry sources on July 6. Apple is in talks with suppliers to launch the foldable MacBook
Samsung Electronics has confirmed that it has temporarily postponed the development of an extended reality (XR) product. Industry analysts say that it was an internal decision made in light of the Vision Pro headset unveiled by Apple in June.Samsung Electronics said in a recent notice to its panel p
“China’s OLEDs for smartphones have strong price competitiveness,” said Lee Chung-hun, CEO of UBI Research, at the 2023 OLED & Micro Display Seminar at the Federation of Korean Industry Tower in Seoul on July 5. “China will hog the market for organic light-emitting diode displays for smartphones.”Ac
As the trend of de-sinicization rises across industries in Korea, Altasia is emerging as an alternative to China.The Korea Chamber of Commerce and Industry (KCCI) released the results of its study on changes in the global trade structure and countermeasures on July 5, revealing that 14 Asian countri
Smartphone companies from Japan and China, which once claimed they would surpass Samsung Electronics, are sequentially withdrawing from the business. This is due to receiving evaluations that their quality and price competitiveness are subpar. Samsung and Apple outperformed them in the high-end mark
Competition between Samsung, LG, and Sony is intensifying over the development of Micro Organic Light Emitting Diodes (OLEDs). The relevant market is forecast to grow rapidly as Apple adopts Micro OLED for the display of its Mixed Reality (MR) headset.According to the display industry on July 3, App
Global customers have been lining up to buy Nvidia’s graphics processing units (GPUs), but tight supply has sent prices soaring. GPUs are the brains of generative artificial intelligence (AI) programs like ChatGPT. Nvidia commands more than 90 percent of the global GPU market for AI.The recent rapid
Apple has surpassed US$3 trillion in market capitalization for the first time ever. It has only been about two years and 10 months since the company first crossed the US$2 trillion mark.On June 30, the last trading day of the first half of the year, Apple closed at US$193.97 (255,000 won) on the New
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Boosting our earnings estimates for 2024 and beyond to reflect improved earnings visibility amid a gradual sector recovery, we raise our TP for PI AMC. We also note attractive strategic synergies w
“Sub-culture games” made by Korean game publishers are faring well in Asian markets. Subculture games are games that highlight Japanese anime-style girl characters and are targeted at specific groups of enthusiasts. Korean subculture games are gaining in popularity in China after Japan, so it remain
The standings of Samsung Electronics and SK hynix, which have been leading the global semiconductor market, are wavering amid the “memory cold snap.” Samsung Electronics has been pushed down to the second spot by Intel in the global semiconductor market for the first quarter, and SK hynix, which use