[심층진단]
[인포스탁데일리=박남숙 기자]
Samsung Electronics (KS:) Galaxy S22 series. Photo = Samsung Electronics
Samsung Electronics flagship (top end) Galaxy S23 Smartphone Series public event is coming up in a week.
According to related industries, Samsung Electronics plans to hold a ‘Samsung Galaxy Unpacked (Product Disclosure) 2023’ event in San Francisco on February 1 (local time) and unveil new products such as the new Galaxy S series (Galaxy S23). With major specifications such as camera, application processor (AP), and RAM improved compared to the previous version, the price of this new product is very likely to rise.
Because of this, experts predict that it will not be easy to jump over the sales of previous galaxy s22 series.
examines the impact and analysis of the Samsung Galaxy S23 series on the IT industry, as well as future investment strategies, together with Choi Yang-oh, director of the ISD Corporate Policy Institute, Kim Jong-hyo, an expert member of the ISD Corporate Policy Institute , reporter Park Myung-seok, and other experts.
Samsung Electronics. (Photo = Infostock Daily DB)
◇ Samsung Galaxy S23, 200 million pixels.. Possibility of price increase
The industry interpreted that this Galaxy Unpacked event caught the attention as it was held after CES2023 and was held before the Mobile World Congress event.
Kim Jong-hyo, a member of the ISD Corporate Policy Research Institute, said, “Galaxy S23 is one of the most anticipated models, and with the release of a lightweight and high-performance laptop series such as the Galaxy Book 3, it can be an opportunity to evacuate parts through sell a new product.” Analyzed.
“Samsung’s Galaxy S23 should sell better in the US than in Korea,” said Choi Yang-oh, head of the ISD Corporate Policy Research Institute.
According to the professional industry, the Galaxy S23 series will be released in three lines: Galaxy S23, Galaxy S23 Plus, and Galaxy S23 Ultra, as in previous years, and this new product will be released in four colors : Phantom Black, Cotton Flower , Botanic Green, and Misty Lilac. It seems it is.
In addition, the world’s first 200 million-pixel image sensor ‘ISOCELL HP3’ recently released by Samsung Electronics has been installed, and the performance of the camera is expected to improve greatly. The price is very likely to rise by around W150,000 due to cost burden.
Source = Naver Securities
◇ Interest in parts stocks after the Unpacking event
In the case of the S22, the predecessor of Samsung’s smartphone, there is a case where the foldable phone moved when the foldable phone was released, and the prices of parts rose after the unpacking.
Director Choi Yang-oh predicted, “New things have already been reflected in the stock price in advance, and after the Unpack event, it is better to focus on parts stocks rather than form factors.”
Kim Jong-hyo, a member of the expert committee, said, “With Chinese companies including Xiaomi expecting to release products after Samsung Electronics’ new product release, there is a need to pay attention to companies that supply low-end parts among the A-. series parts.”
On the 25th, Samsung Electronics closed the transaction at 63,400 won, up 2.59% from the previous day.
Kim Dae-jong, a professor of business administration at Sejong University, said, “Samsung Electronics has the highest number of sales between 60,800 won and 61,500 won, so a quick recovery is expected if this range is exceeded.” The underperformance of the side should disappear. , smartphones should be profited, and foundries should be in demand.”
Woo Ki-hoon, senior partner at Mureppa Korea, said, “The price of the Galaxy S23 is expected to rise, but there is a high possibility that the price will drop within two months after its release.” “It is difficult to expect a high rate of return,” he analyzed.
The companies that supply parts to premium phones in the middle of the segment were strong until last month, but after the release of galaxy s23, it is rather an opportunity to go back to the company that supplies parts to China.
Park Reporter Nam-sook pns@infostock.co.kr
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