DB증권 Tech 서승연, 조현지 – Telegram
DB증권 Tech 서승연, 조현지
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DB증권 Tech 서승연, 조현지
4.46K subscribers
DB증권 Tech 서승연, 조현지
- 글로벌 스마트폰 시장 27개월 연속 YoY 역성장했으나 아이폰 15의 효과로 2021년 6월 이후 처음으로 YoY 성장
- 중국에서 아이폰15가 기대 수요를 맞추지 못하고 있다는 점을 감안하더라도 애플 아이폰 출하량이 스마트폰 시장의 전체적인 추세를 이기고 있음
- 카운터포인트리서치는 2023년 10월 스마트폰 Sell-through가 +5%YoY를 기록했다고 밝힘
- 신흥 시장, 특히 중동과 아프리카에서의 성장 + 화웨이의 시장 복귀 + 인도의 축제 시즌 판매의 영향

https://finance.yahoo.com/amphtml/news/iphone-15-breaks-smartphone-markets-143850167.html
Yahoo Finance
iPhone 15 breaks smartphone market's sales slump
After 27 consecutive months of sales sinking year over year, new research says the iPhone 15 helped the global smartphone market see its first positive growth since June 2021.
1.08K views
DB증권 Tech 서승연, 조현지
https://www.cnbc.com/2023/11/23/global-smartphone-sales-rebound-after-a-2-year-slump-counterpoint.html
CNBC
Global smartphone sales rebound in October after declining for more than 2 years: Counterpoint
The global smartphone market grew 5% year-on-year in October after months of negative growth, said Counterpoint Research.
1.52K views
DB증권 Tech 서승연, 조현지
https://www.reuters.com/technology/value-apple-sales-underperforms-huawei-xiaomi-chinas-singles-day-data-2023-11-23/
Reuters
Volume of Apple sales underperforms Huawei, Xiaomi on China's Singles Day - data
Apple saw a decline in the number of smartphones sold during China's recent Singles Day shopping festival, data from Counterpoint Research showed, lagging domestic rivals Huawei and Xiaomi which recorded robust increases.
1.03K views
DB증권 Tech 서승연, 조현지
https://n.news.naver.com/mnews/article/023/0003801064?sid=105
Naver
“오픈AI, 스스로 사고·학습하는 AI 초기단계 개발 성공”
로이터 “강력한 기술 등장 우려에 기존 이사회가 올트먼 해임 추진” 쫓겨난 지 닷새 만에 오픈AI 최고경영자(CEO) 자리로 돌아간 샘 올트먼의 권한이 이전보다 훨씬 강력해지면서 견제 없는 AI 개발이 가속화될 것으
989 views
DB증권 Tech 서승연, 조현지
'A lot quieter' Black Friday brings out discount hunters | Reuters
https://www.reuters.com/business/retail-consumer/us-retailers-hope-draw-picky-black-friday-shoppers-stores-2023-11-24/
Reuters
'A lot quieter' Black Friday brings out discount hunters
Shoppers took to stores across the world on a Black Friday that appeared subdued compared with prior years, looking for discounted electronics, clothing and household goods in the kickoff to the holiday shopping season crucial to big retailers.
896 views
DB증권 Tech 서승연, 조현지
https://n.news.naver.com/article/011/0004266303
Naver
블프에도 美소비자 지갑 안 열어…“더 할인해야”
미국 최대 쇼핑 대목인 블랙프라이데이에도 깐깐해진 소비자들은 이전보다 지갑을 열지 않고 있다는 분석이 나왔다. 24일(현지시간) 블룸버그·로이터통신에 따르면 올해 미국 블랙프라이데이에서 더 큰 할인을 기다리는 소비자
4.44K views
DB증권 Tech 서승연, 조현지
Black Friday Deals: Consumers Want More Discounts on Holiday Shopping - Bloomberg
https://www.bloomberg.com/news/articles/2023-11-24/black-friday-deals-consumers-want-more-discounts-on-holiday-shopping#xj4y7vzkg
Bloomberg.com
Black Friday Finds Picky US Shoppers Waiting for Bigger Bargains
Black Friday sales show US consumers are watching their wallets and holding out for deeper discounts, which sets retailers up for a subdued holiday shopping season and potentially lackluster earnings results early next year.
797 views
DB증권 Tech 서승연, 조현지
Black Friday Deals: Shoppers Set Online Spending Record, Adobe Says - Bloomberg
https://www.bloomberg.com/news/articles/2023-11-25/black-friday-shoppers-set-online-spending-record-adobe-says
Bloomberg.com
Black Friday Shoppers Set Online Spending Record, Adobe Says
Black Friday shoppers spent a record $9.8 billion online in the US, Adobe Analytics reported, offering a positive sign for retailers facing lackluster sales forecasts for the holiday season.
856 views
DB증권 Tech 서승연, 조현지
https://www.reuters.com/business/autos-transportation/chinas-huawei-changan-auto-form-joint-auto-systems-venture-2023-11-26/
Reuters
Huawei to move smart car operations to new joint company with Changan
China's Huawei (HWT.UL) said on Sunday it will move core technologies and resources in its smart car unit, which has chalked up robust sales for a number of new vehicles, to a new joint company owned up to 40% by automaker Changan Auto.
808 views
DB증권 Tech 서승연, 조현지
thebell Free
https://m.thebell.co.kr/m/newsview.asp?svccode=00&newskey=202311221419509600102976
m.thebell.co.kr
[Korean Paper]한국물 '큰 손' SK하이닉스, 갑진년 '첫 주자' 유력
SK하이닉스가 2024년 한국물(Korean Paper) 시장의 첫 발행 주자가 될 전망이다. 최근 대표 주관사단에 맨데이트(mandate)를 부여하고 발행 채비에 나섰다. 통화는 달러화가 유력하며, 유로화도 가능성을 열어뒀다.SK하이닉스는 올해 1월 공모 달러
1.01K views
DB증권 Tech 서승연, 조현지
https://www.reuters.com/technology/nvidia-delays-launch-new-china-focused-ai-chip-sources-2023-11-24/
Reuters
Exclusive: Nvidia delays launch of new China-focused AI chip -sources
Nvidia has told customers in China it is delaying the launch of a new AI chip it designed to comply with U.S. export rules.
893 views
DB증권 Tech 서승연, 조현지
However, despite the ability of advanced packaging to provide greater computational power density and energy efficiency, Chen also emphasized that chiplets cannot replace transistor miniaturization process. He stated that chiplet technology simply packages several chips together to expand chip capabilities, but cannot change the quality of the chips. The industry still urgently needs to improve chip energy efficiency and computational power density.

https://www.digitimes.com/news/a20231124PD210/china-chiplet-jcet-tsmc.html
DIGITIMES
TSMC and JCET expressed contrasting views on chiplet development
At the recently concluded 2023 China International Semiconductor Summit held in Shanghai, senior executives from JCET and TSMC both emphasized the role of advanced packaging, yet with contrasting conclusions.
941 viewsedited  
DB증권 Tech 서승연, 조현지
https://www.cnbc.com/2023/11/27/apple-iphone-maker-foxconn-to-invest-1point5-billion-in-india-expansion.html
CNBC
Apple iPhone maker Foxconn to invest $1.5 billion in India as it looks to build beyond China
Hon Hai Precision Industries will invest $1.54 billion in an Indian subsidiary for "operational needs," and hire builders for a to-be-announced project.
2.45K views
DB증권 Tech 서승연, 조현지
https://www.reuters.com/business/retail-consumer/more-us-shoppers-tack-buy-now-pay-later-debt-cyber-monday-2023-11-27/
Reuters
More US shoppers tack on buy now, pay later debt for Cyber Monday
A record amount of price-pinched holiday shoppers are expected to use buy now, pay later services for Cyber Monday to relieve stress on their wallets, according to Adobe Analytics.
914 views
DB증권 Tech 서승연, 조현지
https://www.trendforce.com/presscenter/news/20231127-11928.html
TrendForce
Press Center - Manufacturers Anticipate Completion of NVIDIA’s HBM3e Verification by 1Q24; HBM4 Expected to Launch in 2026, Says…
TrendForce’s latest research into the HBM market indicates that NVIDIA plans to diversify its HBM suppliers for more robust and efficient supply chain management. Samsung’s HBM3 (24GB) is anticipated to complete verification with NVIDIA by December this year.…
1.54K views
DB증권 Tech 서승연, 조현지
952 views
DB증권 Tech 서승연, 조현지
1.6K views
DB증권 Tech 서승연, 조현지
[DB금융투자 반도체 서승연]

Micron FY1Q24 가이던스 상향 조정

- 매출: 약 $47억 (vs 종전 $42~46억)
- GPM: -0.5~0% (vs 종전 -6~-2%)
- OpEx: 약 $9.9억 (vs 종전 $8.85~9.15억)
- EPS: -$1.00 (vs 종전 -$1.14~-$1.00)
- 메모리 수급 및 가격 개선으로 기존 대비 가이던스 상향. 다만 OpEx 가이던스는 종전 대비 증가. 장전 주가 3% 하락 중

Micron IR 링크: https://bit.ly/3T0LmLa
5.07K viewsedited  
DB증권 Tech 서승연, 조현지
DB증권 Tech 서승연, 조현지
[DB금융투자 반도체 서승연] Micron FY1Q24 가이던스 상향 조정 - 매출: 약 $47억 (vs 종전 $42~46억) - GPM: -0.5~0% (vs 종전 -6~-2%) - OpEx: 약 $9.9억 (vs 종전 $8.85~9.15억) - EPS: -$1.00 (vs 종전 -$1.14~-$1.00) - 메모리 수급 및 가격 개선으로 기존 대비 가이던스 상향. 다만 OpEx 가이던스는 종전 대비 증가. 장전 주가 3% 하락 중 Micron…
https://www.marketwatch.com/story/micron-lifts-1q-revenue-outlook-but-expects-higher-operating-expenses-efb66a62
MarketWatch
Micron Lifts 1Q Revenue Outlook, But Expects Higher Operating Expenses
By Will Feuer Micron Technology expects revenue for its fiscal first quarter to come in better than it initially forecast, but the memory-chip maker also...
1.73K views
DB증권 Tech 서승연, 조현지
https://www.reuters.com/technology/hewlett-packard-enterprise-beats-quarterly-profit-estimates-forecast-falters-2023-11-28/
Reuters
Hewlett Packard Enterprise beats quarterly profit estimates but forecast falters
Hewlett Packard Enterprise beat estimates for quarterly profit on Tuesday due to easing costs but unfavorable macroeconomic conditions led to a dour forecast for the current quarter.
884 views
DB증권 Tech 서승연, 조현지
https://www.reuters.com/technology/amazon-announces-new-data-center-chip-microsoft-rivalry-intensifies-2023-11-28/
Reuters
Amazon announces new cloud AI chip as Microsoft rivalry intensifies
Amazon.com on Tuesday announced a new artificial intelligence chip for its cloud computing service as competition with Microsoft to dominate the market for artificial intelligence heats up.
951 views