Samsung Electronics Co., Ltd. (SSNLF) - Grey Market
  • Apr. 27, 2012, 9:09 AM

    SanDisk (SNDK) +2.1% thanks to an upgrade to Buy from Jefferies, a week after it was crushed due to its Q1 report and guidance. The firm sees a favorable mix and improving NAND flash prices boosting margins, and thinks SanDisk's $15/share in cash and IP licensing limit downside. The upgrade comes as Samsung (SSNLF.PK) claims (.pdf) in its Q1 report NAND channel demand and spot prices were weak, though demand for embedded products (smartphones/tablets) was solid.

    | Apr. 27, 2012, 9:09 AM
  • Apr. 27, 2012, 4:44 AM

    Samsung (SSNLF.PK) overtakes Nokia (NOK) as the world's biggest provider of cellphones, ending the Finnish company's 14-year reign. Samsung's shipments rose 36% to 93.5M phones, well above Nokia's 82.7M. With shipments of 44.5M smartphones, Samsung also regained the lead from Apple (AAPL) in that segment.

    | Apr. 27, 2012, 4:44 AM | 5 Comments
  • Apr. 27, 2012, 4:01 AM
    Samsung (SSNLF.PK): Q1 net income +81% Y/Y to 5.05T won vs. 4.24T won consensus. Surging sales of Galaxy smartphones helped mask slumping earnings at the chip business. Operating profit at the mobile business was 4.27T won vs. 4.01T won consensus.
    | Apr. 27, 2012, 4:01 AM
  • Apr. 26, 2012, 12:47 PM

    Samsung (SSNLF.PK) discloses its anticipated Galaxy S III phone will feature a 1.4 GHz. quad-core Exynos CPU. Samsung's growing use of its own processors within its Android phones, together with its surging market share, present a problem for QCOM, NVDA, and TXN, each of whom dream of dominating the Android app processor space. BGR notes Verizon (VZ, VOD) plans to to carry the S III, as well as an HTC phone with a 5" display and quad-core Qualcomm CPU.

    | Apr. 26, 2012, 12:47 PM
  • Apr. 26, 2012, 10:40 AM

    Universal Display (PANL +2.5%) outperforms for the second straight day (previous) after AppleInsider notices an Apple (AAPL) patent application related to the adjusting of an OLED display's brightness. Apple hasn't yet used OLED displays in its iOS devices, but is rumored to be interested in doing so, provided top PANL customer Samsung (SSNLF.PK) can address its supply concerns.

    | Apr. 26, 2012, 10:40 AM
  • Apr. 24, 2012, 12:03 PM

    The bad times get worse for HTC: the once-surging smartphone vendor warns Q2 sales will be down 16% Y/Y, as competition from Apple (AAPL), Samsung (SSNLF.PK), and perhaps also Chinese vendors result in additional share losses. HTC's quick reversal of fortune is proof Samsung, which now dominates the high-end Android space, can't rest on its laurels: the company is hoping its brand, engineering, and display technology edge will allow it to avoid HTC's fate.

    | Apr. 24, 2012, 12:03 PM | 1 Comment
  • Apr. 23, 2012, 2:14 PM

    Apple (AAPL) might tap Intel (INTC) to be a chip foundry partner, speculates Jefferies' Robert Lea. Though Apple primarily relies on Samsung (SSNLF.PK) for chip production, and is expected to use TSMC (TSM) to produce its A6 chip, Lea thinks TSMC's unwillingness to "dance to Apple's tune" provides an opening for "Chipzilla." Intel has been talking up its foundry ambitions, and has struck deals with a couple of small FPGA developers.

    | Apr. 23, 2012, 2:14 PM | 2 Comments
  • Apr. 20, 2012, 9:31 AM
    ACI Research's Edward Zabitsky, who has a Sell and $270 PT on Apple (AAPL), says he believes Samsung (SSNLF.PK), which reports in a week, sold over 40M smartphones in Q1, well above the 30M-33M iPhone shipments many expect. He also thinks Samsung's massive internal sourcing of components makes it the smartphone market's cost leader. But given the iPhone's huge margins, Android vendors have more to worry about this than Apple. (also)
    | Apr. 20, 2012, 9:31 AM | 5 Comments
  • Apr. 20, 2012, 6:28 AM
    Samsung (SSNLF.PK) files another patent suit against Apple (AAPL), just a day after the two companies were ordered by a federal judge to hold settlement talks. The lawsuit claims Apple violated 8 patents.
    | Apr. 20, 2012, 6:28 AM | 3 Comments
  • Apr. 18, 2012, 9:15 AM

    Sony (SNE) and AU Optronics (AUO) are reportedly in talks to create a JV that would produce OLED TVs. The JV would represent competition for Samsung (SSNLF.PK) and LG, and would be music to the ears of OLED technology developer Universal Display (PANL), which surged yesterday on positive Goldman comments.Sony recently exited the OLED TV market, which remains a niche for now due to high panel costs.

    | Apr. 18, 2012, 9:15 AM | 1 Comment
  • Apr. 17, 2012, 5:54 PM
    Apple (AAPL) and Samsung's (SSNLF.PK) CEOs will participate in a patent settlement conference overseen by a U.S. Magistrate Judge. However, as Florian Mueller notes, the conference is "only semi-voluntary," having been orchestrated by the Court. Moreover, even if Apple and Samsung somehow resolve all existing U.S. litigation, that could still leave outstanding disputes in Germany, Holland, Australia, South Korea, and some other places.
    | Apr. 17, 2012, 5:54 PM | 1 Comment
  • Apr. 16, 2012, 10:37 AM
    Samsung (SSNLF.PK) plans to unveil the third version of its Galaxy S flagship smartphone on May 3 in London. Samsung is an IOC sponsor, and having doubled its market share in China after the 2008 Beijing Olympics, the company hopes that this year's games will also have a big effect.
    | Apr. 16, 2012, 10:37 AM
  • Apr. 6, 2012, 4:34 AM

    Samsung (SSNLF.PK) estimates its operating profit nearly doubled to a record 5.8T won ($5.15B) in the recent quarter from a year ago thanks to sales of its Galaxy smartphones and its Note mini-tablet and phone. Analysts had expected 5T won. Results are due April 27.

    | Apr. 6, 2012, 4:34 AM
  • Apr. 3, 2012, 5:18 PM

    Samsung (SSNLF.PK) is looking to expand its presence in the crowded but fast-growing mobile ad market. The company is introducing an ad exchange platform called AdHub, which will allow marketers to buy ads on apps running on Samsung devices, with plans for a 2H rollout. The initiative puts Samsung in competition with Millennial Media (MM) and Android partner/mobile ad leader Google (GOOG).

    | Apr. 3, 2012, 5:18 PM
  • Apr. 2, 2012, 6:13 PM

    Is Samsung (SSNLF.PK) planning to take on Intel (INTC) and AMD in the server CPU market? The company has hired several prominent AMD engineers and execs, and an exec at startup Calxeda, which is developing ARM-based (ARMH) server CPUs for H-P, sees the moves as evidence a rival product is in the works. Samsung has said it will boost its R&D and capex 27% this year, with processors an area of focus.

    | Apr. 2, 2012, 6:13 PM | 4 Comments
  • Apr. 2, 2012, 11:29 AM

    Samsung (SSNLF.PK) has been gaining smartphone share in the U.S., Europe, and Asia, says Canaccord's Mike Walkley. Walkley believes Samsung had 28.2% of the smartphone market in Q1, ahead of Apple's (AAPL) 22.4%. Each company had a little over 23% in Q4. Meanwhile, RIMM, NOK, and HTC continued to lose share, while QCOM gained chip share and also benefited from growing LTE phone shipments. (previously)

    | Apr. 2, 2012, 11:29 AM | 2 Comments
Company Description
Sector: Technology
Industry: Semiconductor - Broad Line
Country: Korea