KRSamsung Electronics is positioned to benefit from the ongoing memory price surge and global semiconductor supply shortages, according to a report from Mizuho Securities. The Japanese brokerage forecasts a 9% decline in global smartphone shipments to 1.15 billion units in 2026, but predicts Samsung's shipments will remain largely stable at 240 million units. Samsung is expected to outperform major Chinese competitors due to its stronger position in securing memory supplies and reliance on high-end flagship devices. Counterpoint Research noted a 11% year-on-year drop in global smartphone shipments in Q2 2024, with Samsung's market share rising to 24% from 20%. While Samsung's Memory Business saw strong profits driven by higher chip prices and AI server demand, its Mobile eXperience and Networks divisions faced losses due to elevated component costs. The company plans to focus on premium devices like the Galaxy Z8 and S26 series in the second half of the year.
Bias read (Center): The article presents a balanced analysis of Samsung's performance in the smartphone and semiconductor markets without overtly favoring any political ideology. It reports on economic trends, market forecasts, and corporate strategies without taking a clear ideological stance. The framing remains fact
