Samsung Electronics Co에 대한 매도 수량은 투자자에게 Samsung Electronics Co의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Samsung Electronics Co (OTC:SSNLF) 주식, 공매도 수량 보고

Samsung Electronics is a diversified electronics conglomerate that manufactures and sells a wide range of products, including smartphones, semiconductor chips, printers, home appliances, medical equipment, and telecom network equipment. More than half of its profit is generated from semiconductor business, and a further 20-25% is generated from its mobile handset business, although these percentages vary with the fortunes of each of these businesses. It is the largest smartphone and television manufacturer in the world, which helps provide a base demand for its component businesses, such as memory chips and displays, and is also the largest manufacturer of these globally.

News

Tech

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애플(NASDAQ:AAPL)이 일론 머스크의 스페이스X와 T-모바일 US(NASDAQ:TMUS)와 협력하여 스타링크 위성 문자 메시지 기능을 아이폰에 제공하게 되었다.

애플, 스페이스X 및 T-모바일과 협력해 iOS 18.3에서 아이폰 사용자에게 위성 문자 메시지 제공

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MSFT

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도널드 트럼프 대통령이 월요일에 조 바이든 전 대통령의 인공지능(AI)에 대한 포괄적인 행정 명령을 취소했다. 이는 취임 첫 날의 행동 중 하나이다. 바이든의 AI 행정 명령은 국가 안보 또는 공공 안전에 위협이 되는 AI 시스템의 개발자들이 안전성 테스트 결과를 미국 정부에 보고하도록 하였고, 안전성 테스트 기준을 개발하기 위해 국가표준기술연구소를 임명했다.

소비자 기술 뉴스 (1월 20일-1월 24일): 트럼프가 바이든의 AI 정책 철회, 메타와 틱톡 등

SNAP

삼성전자(OTC:SSNLF)와 알파벳NASDAQ:GOOG)(NASDAQ:GOOGL)의 구글이 증강현실(AR) 글래스를 개발하기 위해 협력하기로 했다.

삼성과 구글, AR글래스 개발 위해 협력하며 메타·애플과 경쟁할 것

SAMSUNG ELECT LTD by Samsung Electronics Co., Ltd.

Samsung Electronics Co Ltd

Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) <a target="_blank" href="https://www.benzinga.com/topic/samsung" rel="noreferrer noopener">reported fourth-quarter revenue</a> growth of 12% year-on-year to 75.8 trillion Korean won ($52.2 billion).
Operating profit declined by 30% Q/Q to 6.5 trillion Korean won due to soft market conditions, especially for IT products, and higher R&amp;D expenditures.
The DS Division (encompassing Memory and S.LSI / Foundry) posted 30.1 trillion Korean won in revenue (versus 21.7 trillion Korean won Y/Y) backed by a higher blended DRAM average selling price (ASP) due to the increased sales of high-bandwidth memory (HBM) and high-density <a target="_blank" href="https://www.samsung.com/global/ir/financial-information/earnings-release/" rel="noreferrer noopener">DDR5 for servers</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43165472/samsung-taps-google-ai-qualcomm-tech-for-galaxy-s25-to-rival-apples-iphone" rel="noreferrer noopener">Samsung Taps Google AI, Qualcomm Tech for Galaxy S25 to Rival Apple&#8217;s iPhone</a>
The division reported 2.9 trillion Korean won in operating profit (versus a loss of (2.2) trillion Korean won Y/Y).
Samsung Display Corp Division, posted 8.1 trillion Korean won in revenue (versus 9.7 trillion Korean won Y/Y). The division reported 0.9 trillion Korean won in operating profit (versus 2.0 trillion Korean won Y/Y) due to sluggish smartphone demand and rising competition for the mobile display business.
The Mobile eXperience (MX) and Networks businesses posted 25.8 trillion Korean won in revenue (versus 25.0 Korean won Y/Y). The division reported 2.1 trillion Korean won in operating profit (versus 2.7 trillion Korean won Y/Y).
The quarterly capex was 17.8 trillion Korean won, with 16 trillion Korean won allocated to the DS Division and 1 trillion Korean won to SDC.
While overall earnings improvement may be limited in the first quarter of 2025 due to weakness in the semiconductors business, the company aims to pursue growth through increased sales of smartphones with differentiated AI experiences and premium products in the Device eXperience (DX) Division.
For 2025, the company plans to enhance technological and product advantages in AI, meet future demand for high-value-added products, and drive sales growth in premium segments.
Samsung, in a preliminary earnings report, flagged sluggish demand for conventional chips used in personal computers and mobile phones weighed on its memory business, with earnings also dented by rising R&amp;D costs and early investments in expanding advanced-chip processing capability, the Wall Street Journal <a target="_blank" href="https://www.wsj.com/business/earnings/samsungs-net-profit-beats-consensus-but-chip-woes-weigh-cad40447?mod=tech_lead_pos1" rel="noreferrer noopener">reports</a>.
SK Hynix has left Samsung behind in HBM, Eric Ross of Cascend Securities, <a target="_blank" href="https://www.cnbc.com/2025/01/31/samsung-fourth-quarter-profit-falls-short-of-estimates-as-ai-demand-remains-strong.html" rel="noreferrer noopener">told</a> CNBC. Micron Technology, Inc also gained ground, Ross told. PC and smartphone DRAM markets are under price pressure, he added.
Nabila Popal of IDC told CNBC that Samsung&#8217;s share of the premium market has inched closer to market leader Apple Inc thanks to the former&#8217;s Galaxy S24 series featuring Galaxy AI.
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Image via Shutterstock.

Earnings

Guidance

Samsung Q4 Earnings: 12% Revenue Growth, Closes Gap With Apple In Premium Phones, Eyes AI-Powered Growth In 2025

In the first quarter of 2025, earnings are expected to remain weak due to delayed entry into the flagship system-on-a-chip (SoC) market. However, demand for core products such as image sensors and DDI is expected to increase on the back of flagship smartphone launches.
Looking ahead to the first quarter of 2025, earnings are expected to remain weak due to sluggish mobile demand and fixed-cost burden stemming from lower utilization rates.
 &nbsp;

Reported Earlier, Samsung Expects Overall Memory Market Demand To Recover From Q2; Expects Earnings To Remain Weak In Q1

The Company posted KRW 75.8 trillion in consolidated revenue and KRW 6.5 trillion in operating profit in the quarter ended December 31, 2024. For the full year, it reported KRW 300.9 trillion in annual revenue and KRW 32.7 trillion in operating profit.
 &nbsp;

Reported Earlier, Samsung Electronics Says Q1 Overall Earnings Improvement May Be Limited Due To Weakness In Semiconductors Business

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has joined forces with Elon Musk's SpaceX and T-Mobile US Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) to bring Starlink satellite texting capabilities to iPhones.
What Happened: Apple has integrated the Starlink satellite network into its latest <a href="https://www.benzinga.com/25/01/43257851/ios-183-released-with-urgent-security-fixes-heres-why-every-iphone-user-should-update-immediately">iPhone software update</a> iOS 18.3, released on Monday, <a href="https://www.bloomberg.com/news/articles/2025-01-29/apple-and-spacex-link-up-to-support-starlink-satellite-network-on-iphones">reported</a> Bloomberg.
T-Mobile has initiated a limited beta test, allowing some iPhone users to experience the Starlink service.
Participants in the beta received messages from T-Mobile, informing them of their inclusion in the Starlink program. The company said that the test will initially support select smartphones, with plans to expand to more devices, the report noted.
See Also: <a href="https://www.benzinga.com/tech/25/01/43221500/ios-18-4-preview-updates-to-siri-more-languages-for-apple-intelligence-and-robot-vacuum-support-everything-we-know-so-far">iOS 18.4 Preview: Updates To Siri, More Languages For Apple Intelligence, And Robot Vacuum Support — Everything We Know So Far</a>
Currently, the Starlink service is limited to texting, but SpaceX and T-Mobile aim to include data and voice capabilities in the future.
The service is available only in the U.S. for now, contrasting with Apple&#8217;s satellite connectivity provider Globalstar (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/GSAT#AMEX">GSAT</a>) service, which operates in multiple countries.
Why It Matters: This partnership marks a significant shift, as T-Mobile had previously only mentioned Starlink compatibility with Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) devices.&nbsp;
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
T-Mobile has also expanded the beta to include some users with Android 15, the newest version of Alphabet Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google's operating system.
Both the Starlink and Apple satellite services are intended for use in remote areas, like hiking trails, where <a href="https://www.benzinga.com/news/23/07/33350183/iphone-14-crash-detection-feature-saves-drivers-life-in-terrifying-400-feet-cliff-fall">cellular coverage is unavailable</a>.
The Apple satellite service is supported on most modern iPhone models, and the company is also planning to introduce it on the Ultra smartwatch later this year, the report noted.
T-Mobile US is set to discuss its fourth-quarter earnings on Wednesday, Jan. 29, 2025. The company&#8217;s <a href="https://www.benzinga.com/news/earnings/24/10/41501756/t-mobile-reports-strong-q3-results-service-revenues-grew-5-yoy-fcf-grew-29-raised-fy24-guidance">third-quarter revenue</a> reached $20.16 billion, surpassing the analyst consensus estimate of $20.01 billion. Apple&#8217;s <a href="https://www.benzinga.com/25/01/43198886/apples-q1-earnings-might-not-miss-a-beat-even-as-iphone-sales-stumble-analyst">first-quarter earnings</a> report is expected on Jan. 30.
Price Action: Apple&#8217;s stock rose by 3.65% on Tuesday, ending the day at $238.26, and saw a further increase of 0.038% in after-hours trading, according to <a href="https://benzinga.grsm.io/lxquj26b2sag">data from Benzinga Pro</a>. TMUS&#8217;s stock dropped 0.17% on Tuesday, closing at $221.06, but gained 0.12% in after-hours trading.
Photo Courtesy: Shutterstock.com
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Apple Surprises Users With Starlink Beta, Teams Up With Elon Musk's SpaceX And T-Mobile To Bring Satellite Texting For iPhone Users In iOS 18.3

President&nbsp;Donald Trump&nbsp;on Monday revoked former President&nbsp;Joe Biden's&nbsp;comprehensive executive order on artificial intelligence as part of <a target="_blank" href="https://www.benzinga.com/news/large-cap/25/01/43106379/trump-reverses-bidens-ai-policies-on-day-1-what-it-means-for-tech-giants-nvidia-amd-alphabet" rel="noreferrer noopener">his&nbsp;first actions in office</a>.&nbsp;
Biden&#8217;s AI executive order mandated that developers of AI systems posing threats to national security or public safety report the results of safety tests to the U.S. government and tasked the National Institute of Standards and Technology to develop standards for safety testing.
Sam Altman, CEO of&nbsp;OpenAI, has publicly expressed his support for President&nbsp;Donald Trump.&nbsp;This revelation comes years after he praised LinkedIn co-founder&nbsp;Reid Hoffman&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43153571/openais-sam-altman-flip-flops-on-trump-as-500-billion-stargate-ai-project-is-announced-years-after-praising-reid-hoffman-for-stopping-his-re-election" rel="noreferrer noopener">for stopping his re-election</a>.
Gaming
Electronic Arts Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>) reported preliminary financial results&nbsp;for the third quarter, now projecting a mid-single-digit decline in live services net bookings largely due to a <a target="_blank" href="https://www.benzinga.com/general/gaming/25/01/43146917/electronic-arts-stock-is-sliding-after-the-close-whats-going-on" rel="noreferrer noopener">slowdown in Global Football</a>.
EA now expects revenue of $1.883 billion versus estimates of $2.507 billion, according to&nbsp;<a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>. The company anticipates third-quarter earnings of $1.11 per share, <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noreferrer noopener">in line with analyst estimates</a>.
Social Media
Meta Platforms, Inc.&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) Instagram&nbsp;announced a new video creation app called ‘Edits' <a target="_blank" href="https://www.benzinga.com/25/01/43078310/mark-zuckerbergs-instagram-doubles-down-on-tiktok-rivalry-with-new-edits-app-to-lure-creators-as-the-potential-shutdown-sparks-alternatives" rel="noreferrer noopener">to attract&nbsp;</a><a target="_blank" href="https://www.benzinga.com/25/01/43078310/mark-zuckerbergs-instagram-doubles-down-on-tiktok-rivalry-with-new-edits-app-to-lure-creators-as-the-potential-shutdown-sparks-alternatives" rel="noreferrer noopener">TikTok</a><a target="_blank" href="https://www.benzinga.com/25/01/43078310/mark-zuckerbergs-instagram-doubles-down-on-tiktok-rivalry-with-new-edits-app-to-lure-creators-as-the-potential-shutdown-sparks-alternatives" rel="noreferrer noopener">&nbsp;users</a>.
Jeff Bezos-backed&nbsp;Perplexity&nbsp;reportedly bid to merge with&nbsp;TikTok&nbsp;U.S. on Saturday, but&nbsp;Wedbush&nbsp;analyst&nbsp;Dan Ives&nbsp;hinted&nbsp;Elon Musk's X&nbsp;could ultimately&nbsp;seal <a href="https://www.benzinga.com/general/social-media/25/01/43078206/jeff-bezos-backed-perplexity-reportedly-makes-50-billion-move-to-merge-with-tiktok-but-elon-musks-x-remains-this-analysts-favorite-bidder" target="_blank" rel="noreferrer noopener">the deal&nbsp;amid rising speculation</a>.
Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) bull&nbsp;Ross Gerber&nbsp;has&nbsp;voiced doubts&nbsp;about the effectiveness of an executive order in overriding existing <a target="_blank" href="https://www.benzinga.com/general/social-media/25/01/43078675/tesla-bull-ross-gerber-says-trumps-executive-order-cant-override-law-in-tiktok-ban-fight" rel="noreferrer noopener">laws concerning the&nbsp;</a><a target="_blank" href="https://www.benzinga.com/general/social-media/25/01/43078675/tesla-bull-ross-gerber-says-trumps-executive-order-cant-override-law-in-tiktok-ban-fight" rel="noreferrer noopener">TikTok</a><a target="_blank" href="https://www.benzinga.com/general/social-media/25/01/43078675/tesla-bull-ross-gerber-says-trumps-executive-order-cant-override-law-in-tiktok-ban-fight" rel="noreferrer noopener">&nbsp;ban</a>.
Read: <a target="_blank" href="https://www.benzinga.com/25/01/43152718/tesla-to-have-a-choppy-first-half-owing-to-new-ev-policies-deliveries-and-margins-however-this-analyst-expect-over-20-upside-from-current-level-with-a-500-target-price" rel="noreferrer noopener">Tesla Set For A &#8216;Choppy&#8217; First Half Amid New EV Policies, But This Analyst Sees 20% Upside For Elon Musk&#8217;s EV Company With A $500 Price Target</a>
Billionaire investor&nbsp;Bill Ackman&nbsp;has expressed his admiration for&nbsp;Elon Musk's X, formerly&nbsp;Twitter, while voicing concerns <a target="_blank" href="https://www.benzinga.com/tech/25/01/43079998/bill-ackman-praises-elon-musks-x-but-raises-concerns-about-tiktoks-harmful-influence-on-society-put-aside-the-china-issues-i-do-think-its-not-been-a-healthy-thing" rel="noreferrer noopener">about TikTok's influence on society</a>.
Read: <a target="_blank" href="https://www.benzinga.com/tech/25/01/43078570/mrbeast-unhappy-with-billionaires-silence-on-feeding-the-hungry-after-overwhelming-interest-about-tiktok-purchase-when-i-fundraise-its-crickets" rel="noreferrer noopener">MrBeast Unhappy With Billionaires&#8217; Silence On Feeding The Hungry After Overwhelming Interest About TikTok Purchase: &#8216;When I Fundraise It&#8217;s Crickets&#8217;</a>
LinkedIn, owned by&nbsp;Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>),&nbsp;has been accused by Premium users of sharing private data for AI model <a target="_blank" href="https://www.benzinga.com/25/01/43152356/linkedin-hit-with-lawsuit-for-violating-user-privacy-allegedly-sharing-private-data-for-ai-model-training" rel="noreferrer noopener">training without their consent</a>.
Microsoft&nbsp;CEO Satya Nadella addressed&nbsp;Elon Musk's&nbsp;skepticism about the ambitious Project Stargate&#8217;s&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43152627/microsoft-ceo-satya-nadella-stands-firm-after-elon-musk-questions-stargates-100-billion-funding-potential-all-i-know-is-im-good-for-my-80-billion" rel="noreferrer noopener">$100 billion funding potential</a>.
Smartphones &amp; Technology
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly bringing its AI smarts to the&nbsp;Mac's Mail&nbsp;app with <a target="_blank" href="https://www.benzinga.com/25/01/43080333/apples-making-your-macs-mail-much-smarter-heres-whats-coming" rel="noreferrer noopener">the upcoming&nbsp;</a><a target="_blank" href="https://www.benzinga.com/25/01/43080333/apples-making-your-macs-mail-much-smarter-heres-whats-coming" rel="noreferrer noopener">macOS 15.4</a><a target="_blank" href="https://www.benzinga.com/25/01/43080333/apples-making-your-macs-mail-much-smarter-heres-whats-coming" rel="noreferrer noopener">&nbsp;update</a>.
Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43097512/apples-ai-advances-cant-offset-chinese-market-slowdown-says-analyst" rel="noreferrer noopener">Apple&#8217;s AI Advances Can&#8217;t Offset Chinese Market Slowdown, Says Analyst</a>
Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) and Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google have decided to collaborate for developing <a href="https://www.benzinga.com/25/01/43151196/samsung-google-team-up-to-develop-ar-glasses-entering-the-race-against-meta-and-apple" target="_blank" rel="noreferrer noopener">augmented reality glasses</a>.
Image: Shutterstock

Consumer Tech News (Jan 20-Jan 24): Trump Revokes Biden's AI Policies, Meta Launches New 'Edits' App To Lure TikTok Users & More

Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google has agreed to acquire a part of HTC&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/arvr" rel="noreferrer noopener">extended reality (XR) business</a> for $250 million following the recent launch of its Android XR platform.
The deal&nbsp;involves&nbsp;transferring some of the HTC VIVE engineering staff to Google and granting non-exclusive <a target="_blank" href="https://blog.google/feed/android-xr-htc-agreement/" rel="noreferrer noopener">intellectual property rights</a>. HTC retained the rights to use and develop the technology.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/10/41458752/metas-smart-glasses-dominate-ray-ban-stores-ai-features-still-missing" rel="noreferrer noopener">Meta&#8217;s Smart Glasses Dominate Ray-Ban Stores, AI Features Still Missing</a>
The transaction marks the second major deal between the companies after Google&#8217;s&nbsp;$1.1 billion purchase of HTC&#8217;s smartphone unit in 2017, TechCrunch <a target="_blank" href="https://techcrunch.com/2025/01/22/google-buys-part-of-htc-virtual-reality-unit-for-250-million/" rel="noreferrer noopener">reports</a>.
Google said the acquisition will boost Android XR platform development across headsets and glasses.
Recently, Google tapped Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) to develop&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43151196/samsung-google-team-up-to-develop-ar-glasses-entering-the-race-against-meta-and-apple" rel="noreferrer noopener">augmented reality glasses</a> shortly after Samsung launched Project Moohan, a mixed-reality headset that operates on Google&#8217;s&nbsp;Android XR&nbsp;platform.
Google held $93.23 billion in cash and equivalents as of <a target="_blank" href="https://www.sec.gov/Archives/edgar/data/1652044/000165204424000118/goog-20240930.htm" rel="noreferrer noopener">September 30, 2024</a>.
Google&#8217;s rival Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) plans to launch its AR glasses, Artemis, in 2027.
In 2024, Meta showcased its&nbsp;Orion AR&nbsp;glasses. Analysts, including Andrew Boone of JMP Securities, Scott Devitt of Wedbush, and Jason Helfstein of Oppenheimer, flagged Meta&#8217;s leadership in AR/VR with its <a target="_blank" href="https://www.benzinga.com/news/24/09/41054106/meta-analysts-highlight-ai-vr-advances-see-growth-pushing-it-toward-apple-like-valuation" rel="noreferrer noopener">Orion glasses and</a> cost-effective Quest headsets.
Price Action: GOOGL stock is up 0.71% at $204.45 at the last check on Thursday.
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Photo via Google

Google Taps HTC's Talent in $250 Million Deal to Lead AR/VR Innovation

On Wednesday, Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) showcased its latest <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39379666/qualcomm-stock-surges-with-samsung-partnership-for-galaxy-s25-whats-driving-the-gro" rel="noreferrer noopener">Galaxy S25 smartphones</a> powered by Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) chips and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google&#8217;s <a target="_blank" href="https://news.samsung.com/global/samsung-galaxy-s25-series-sets-the-standard-of-ai-phone-as-a-true-ai-companion" rel="noreferrer noopener">artificial-intelligence model</a>.
Samsung aimed to launch the Galaxy S25 Edge in the first half of 2025, ahead of Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;slimmer <a target="_blank" href="https://www.benzinga.com/tech/25/01/42935529/apples-slimmest-iphone-yet-the-iphone-17-air-expected-this-fall" rel="noreferrer noopener">iPhone 17 Air launch</a>. The iPhone 17 Air boasts 8GB of RAM to support Apple Intelligence AI features.
Samsung&#8217;s AI-powered smartphone <a target="_blank" href="https://www.benzinga.com/25/01/42986042/apple-sees-market-share-decline-in-2024-as-chinese-smartphone-brands-surge-globally-idc" rel="noreferrer noopener">succumbed to rivalry</a> from Apple in the luxury market and Chinese firms in the affordable and budget segment.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/24/11/42168509/amd-teams-up-with-taiwan-semi-to-take-on-samsung-in-smartphone-market" rel="noreferrer noopener">AMD Teams Up With Taiwan Semi To Take On Samsung In Smartphone Market</a>
Samsung kept the prices of its Galaxy S25 series intact at $799 and $1,299.
Samsung&#8217;s Language AI team lead, Park Ji-sun, told Reuters that the company was ahead of the industry regarding its AI features. Park told Reuters that the new Galaxy S25 leveraged Gemini as its default AI engine with in-house voice assistant, Bixby.
The Galaxy S25 promised a more personalized AI experience. The phone can execute multiple tasks with a single command.
Samsung leveraged Qualcomm&#8217;s&nbsp;Snapdragon 8 Elite Mobile Platform for the entire Galaxy S25 lineup. Samsung is reportedly considering using the Exynos chip in its foldable phones.
In 2024, JPMorgan analyst Samik Chatterjee flagged Qualcomm as <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40898388/qualcomm-analyst-sees-opportunity-in-regaining-share-with-samsung-after-apple-reven" rel="noreferrer noopener">making up for</a> the loss of&nbsp;Apple revenue for its mobile SOC (and modem) technology through its collaboration with&nbsp;Samsung and diversification into the automotive and IoT sectors.
Price Action: QCOM stock is down 0.43% at $169.51 premarket at last check Thursday.
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</ul>
Photo via Samsung

QCOM

Samsung Taps Google AI, Qualcomm Tech for Galaxy S25 to Rival Apple's iPhone

On Wednesday, Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) teased the ultrathin Galaxy S25 Edge, which can potentially take on Apple Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) rumored iPhone 17 Air in the race for the slimmest smartphone.
What Happened: Samsung showcased the Galaxy S25 Edge at the Samsung Unpacked event in San Jose, California. This model, part of the S25 lineup is expected to debut in the first half of 2025.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">S25 Edge is looking real edgy &#x1f525; <a href="https://t.co/3pG9lJOdvH">pic.twitter.com/3pG9lJOdvH</a>
&mdash; Spigen (@SpigenWorld) <a href="https://twitter.com/SpigenWorld/status/1882203278030819581?ref_src=twsrc%5Etfw">January 22, 2025</a></blockquote>
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See Also:&nbsp;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43021026/apple-stock-has-moved-up-4-2-since-iphone-16-launched-analyst-says-it-has-another-8-upside-as-manufacturing-cost-decline-bolsters-cupertinos-margins" target="_blank" rel="noreferrer noopener">Apple Stock Has Moved Up 4.2% Since iPhone 16 Launched, Analyst Says It Has Another 8% Upside As Manufacturing Cost Decline Bolsters Cupertino&#8217;s Margins</a>
The S25 Edge will join the flagship Galaxy S25 series, which includes advanced AI features and voice commands. According to the company, the S25 Edge will be available in the U.S. and other markets by mid-year.
The S25 Edge will incorporate technologies from the Ultra model in a slimmer design, aiming to offer top performance and standout aesthetics at a more accessible price point.
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<iframe loading="lazy" title="Galaxy Unpacked January 2025: Official Livestream" width="500" height="281" src="https://www.youtube.com/embed/HinL5jCy_oI?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: Earlier it was reported that <a href="https://www.benzinga.com/tech/25/01/42935529/apples-slimmest-iphone-yet-the-iphone-17-air-expected-this-fall">Apple&#8217;s iPhone 17 Air</a>, expected this fall, is rumored to be a testing ground for future technologies, potentially being about 2 millimeters thinner than existing models.
This aligns with Apple&#8217;s tradition of launching slimmer devices, as seen with the MacBook Air and iPad Air.
<a href="https://www.benzinga.com/news/24/10/41195325/apple-might-have-just-found-the-technology-to-power-its-thin-iphone-17-air-display">Apple&#8217;s collaboration with Novatek</a> on OLED displays incorporating Touch and Display Driver Integration (TDDI) technology could significantly influence the design of future iPhones.
This technology is expected to be mass-produced by the second quarter of 2025, potentially making Apple one of its first clients.
Moreover, reports suggest that <a href="https://www.benzinga.com/media/24/12/42500942/apple-eyes-2026-to-launch-foldable-iphones-and-ultralight-devices-as-it-looks-to-revitalize-sales-momentum-report">Apple&#8217;s plans for 2026</a> include launching foldable iPhones and ultralight devices, indicating a broader strategy to revitalize sales momentum with innovative designs.
According to preliminary figures from International Data Corporation (IDC), global smartphone <a href="https://www.benzinga.com/25/01/42986042/apple-sees-market-share-decline-in-2024-as-chinese-smartphone-brands-surge-globally-idc">shipments rose by 2.4% in the</a> fourth quarter of 2024, reaching 331.7 million units.
This marks the sixth straight quarter of growth in shipments. After two years of decline, the year ended on a positive note with a 6.4% overall increase, totaling 1.24 billion units shipped.
Apple and Samsung retained the top two spots in the smartphone market but faced year-over-year declines, losing market share to Chinese rivals focused on affordable devices and rapid growth in China.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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</ul>
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Samsung Teases Galaxy S25 Edge, To Take On Apple's Rumored iPhone 17 Air

Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) and Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google have decided to team up to develop <a href="https://www.benzinga.com/25/01/43114842/meta-expands-ai-wearables-with-oakley-smart-glasses-camera-equipped-earbuds-in-development">augmented reality glasses</a>.
What Happened: The development was confirmed by TM Roh, the president of Samsung's Mobile Experience division, in an <a href="https://www.bloomberg.com/news/articles/2025-01-22/samsung-set-to-enter-ar-glasses-market-in-race-with-meta-apple">interview</a> with Bloomberg.
However, the specific details and a release timeline remain undisclosed. The companies &#8220;will try to reach the quality and readiness we want as soon as possible,&#8221; he stated.
See Also:&nbsp;<a href="https://www.benzinga.com/general/entertainment/25/01/43150781/netflix-crushed-q4-thanks-to-sports-squid-game-says-gary-black-analyst-highlights-low-attrition-despite-price-hikes-predicts-stock-upside">Netflix Crushed Q4 Thanks To Sports, Squid Game, Says Gary Black: Analyst Highlights Low Attrition Despite Price Hikes, Predicts Stock Upside</a>
The development follows the introduction of Samsing's Project Moohan, a mixed-reality headset, that operates on Google&#8217;s Android XR platform.
The South Korean giant is still finalizing the release date and price for this product, expected to launch in 2026, the report noted.
According to Roh, the company is trying to ensure there is sufficient content available for the device for which Samsung and Google are partnering with third-party developers.&nbsp;
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: Samsung-Google collaboration will compete with major players like Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) in the rapidly growing AR market.
Meta plans to introduce its AR glasses, named Artemis, in 2027. Apple has been secretive about its AR ambitions.
Last year, Meta also unveiled its Orion AR glasses, described as an &#8220;impressive demo&#8221; but <a href="https://www.benzinga.com/news/24/09/41084112/mark-zuckerberg-says-orion-is-probably-going-to-be-the-next-major-platform-after-phones-metas-new-ar">not intended for consumer sale</a>. In 2024, Snap Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>) has also entered the AR space <a href="https://www.benzinga.com/news/24/09/40909648/snap-unveils-smart-glasses-to-bring-ar-technology-to-physical-world-what-investors-need-to-know">with its smart glasses</a>.
Notably, Google&#8217;s earlier AR venture, Google Glass Enterprise, was <a href="https://www.benzinga.com/news/23/03/31376205/what-went-wrong-with-google-glass-enterprise-inside-look-at-the-discontinued-ar-project">discontinued in 2023</a> due to challenges like privacy concerns.
Photo Courtesy: dennizn on Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Samsung, Google Team Up On AR Glasses Development, Duo To Enter Race Against Meta And Apple

<a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">Contract chipmaker</a> Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) chief C.C. Wei opted to maintain a low profile by skipping President-elect&nbsp;Donald Trump&#8217;s inauguration, including donations to the Trump camp, Bloomberg reports.
The inaugural committee raised over <a target="_blank" href="https://www.benzinga.com/markets/equities/25/01/42938119/lockheed-martin-donates-1m-to-trumps-inaugural-committee-as-speculation-grows-over-elon-musk-led-doge-crackdown-on-traditional-defense-contracts" rel="noreferrer noopener">$170 million for January events</a>, thanks to donors including&nbsp;Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>),&nbsp;Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>),&nbsp;Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, and&nbsp;Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
Big Tech giant leaders, including Apple&#8217;s Tim Cook, Amazon&#8217;s Jeff Bezos, and Tesla Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Elon Musk will attend the inauguration on January 20.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43038644/citi-cheap-valuation-investment-banking-and-trading-outlook-paired-with-accelerating-buybacks-sparks-optimism-analyst" rel="noreferrer noopener">Citi Outperforms Analyst Expectations With 12% Revenue Growth, Confirms $20 Billion Buyback Plan</a>
Reuters reports that Wei blamed the crisis of skilled workers, supply chain gaps, and inadequate chip plant construction regulations for delaying the construction of its Arizona project.
Wei added that Taiwan Semiconductor&#8217;s U.S. plant is unlikely to procure the most advanced chip technology before factories in Taiwan due to compliance issues, construction, and other regulations.
Wei told Reuters that building the new Arizona factory took at least twice as long as in Taiwan due to the complex regulations that made it challenging to employ the chipmaker&#8217;s latest technology in the U.S. before Taiwan.
Previously, Taiwan Semiconductor stated most of its chip manufacturing would remain in Taiwan, especially for the most advanced chips.
Trump had called out Taiwan during <a target="_blank" href="https://www.benzinga.com/government/24/10/41604100/trump-goes-after-taiwan-semiconductor-on-joe-rogan-podcast" rel="noreferrer noopener">his presidential campaigns</a> for allegedly&nbsp;sabotaging America&#8217;s chip industry. He verbally attacked the U.S. CHIPS Act and pledged to slap tariffs on Taiwanese chips. He had also flagged the lack of a formal defense treaty between the U.S. and Taiwan.
Additionally, before handing over the charge to the Trump government, the Biden administration launched another round of <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42897081/nvidia-and-ai-chip-stocks-brace-for-impact-as-biden-administration-considers-new-china-export-ban-report" rel="noreferrer noopener">artificial intelligence technology sanctions</a> on countries, including China and Russia, to restrict their warfare capabilities.
China has been a key semiconductor market for companies like Taiwan Semiconductor. Washington aims to maintain its semiconductor position dominance and share control with its allies, including Taiwan, the Netherlands (home to ASML Holding (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/asml#NASDAQ">ASML</a>)), and South Korea (home to Samsung Electronics (OTC: <a class="ticker" href="https://www.benzinga.com/stock/ssnlf#OTC">SSNLF</a>)).
Wei told Bloomberg that he found the semiconductor sanctions &#8220;manageable&#8221; and does not expect them to affect chips for non-AI sectors such as cars and crypto-mining.
On Thursday, Taiwan Semiconductor reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43022654/taiwan-semiconductor-q4-earnings-3nm-and-5nm-nodes-lead-topline-growth-expands-margins-issues-strong-q1-outlook" rel="noreferrer noopener">fourth-quarter revenue</a> of $26.88 billion (NT$868.46 billion), up 38.8%, topping the consensus estimate of $26.28 billion.
As its 3-nm and 5-nm technologies gained traction, the chipmaker&#8217;s gross margins expanded by 600 bps to 59%.
It expects first-quarter 2025 revenue of $25.0 billion—$25.8 billion versus the&nbsp;$24.97 billion consensus. It projects a gross margin of 57%—59%. Taiwan Semiconductor committed $38 billion—$42 billion to fiscal 2025 capex versus actual capex of $29.8 billion a year ago.&nbsp;
During the earnings call, Wei expressed conviction in producing chips of the same quality in Arizona as in Taiwan with a smooth ramp-up process.
Taiwan Semiconductor stock surged 109% in the last 12 months.
Investors can gain exposure to companies engaged in the manufacturing of semiconductors through VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
and iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action:&nbsp;TSM stock traded higher by 0.20% to $215.21 premarket at the last check on Friday.
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Photo by Jack Hong via Shutterstock

Government

Regulations

AMZN

ASML

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Taiwan Semi Chief To Skip Trump Inauguration, Calls US Semiconductor Sanctions 'Manageable'

<a href="https://www.benzinga.com/topic/ai-chips" target="_blank" rel="noreferrer noopener">Artificial intelligence chip stocks</a> including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), and Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), are trading higher Thursday in sympathy with Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a href="https://www.benzinga.com/news/earnings/25/01/43022654/taiwan-semiconductor-q4-earnings-3nm-and-5nm-nodes-lead-topline-growth-expands-margins-issues-strong-q1-outlook" target="_blank" rel="noreferrer noopener">upbeat quarterly print</a>.
Taiwan Semiconductor is the key contract chipmaker behind Nvidia&#8217;s graphics processing units&nbsp;(GPU) and Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) smartphones.
However, on Wednesday, the Biden administration announced its <a href="https://www.benzinga.com/government/regulations/25/01/42897081/nvidia-and-ai-chip-stocks-brace-for-impact-as-biden-administration-considers-new-china-export-ban-report" target="_blank" rel="noreferrer noopener">latest semiconductor regulations</a>, including extended licensing requirements on companies like Taiwan Semiconductor, which manufactures chips, and packaging companies, citing national security threats.
Also Read: <a href="https://www.benzinga.com/media/25/01/42981814/apple-and-nvidia-supplier-taiwan-semiconductor-leads-semiconductor-market-with-64-share" target="_blank" rel="noreferrer noopener">Apple And Nvidia Supplier Taiwan Semiconductor Leads Semiconductor Market with 64% Share</a>
Chipmakers like Taiwan Semiconductor and&nbsp;Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) must <a href="https://www.benzinga.com/25/01/43003008/taiwan-semi-samsung-intel-may-face-stricter-us-rules-on-chip-exports-to-china-over-security-concerns" target="_blank" rel="noreferrer noopener">ramp up due diligence</a> especially with China-based firms.
Washington imposed sanctions on 16 Chinese companies, including Sophgo Technologies, for building their country&#8217;s chip industry, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-01-15/us-unveils-new-rules-to-restrict-flow-of-advanced-chips-to-china?srnd=phx-technology&amp;sref=TBDibEcD" target="_blank" rel="noreferrer noopener">cites</a> the Commerce Department.
On Monday, the U.S. disclosed sanctions on the sale of AI chips by Nvidia and other advanced makers to data centers in most countries.
The rules for AI chips follow&nbsp;controls&nbsp;announced in December that aim to block Beijing&#8217;s access to <a href="https://www.benzinga.com/government/24/08/40198085/huawei-and-baidu-increase-samsung-hbm-purchases-as-us-curbs-loom" target="_blank" rel="noreferrer noopener">high-bandwidth memory</a> chips from Micron.
Semiconductor chip stocks enjoyed a massive upside in 2024, backed by the AI boom.
A third of the top ten global companies with valuations above $1 trillion in 2024 came from the chip industry.
Investors can gain exposure to stocks of companies that manufacture semiconductors through ProShares Ultra Semiconductors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USD#NYSE">USD</a>) and Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>).
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</ul>
Photo via Shutterstock

AVGO

MRVL

NVDA

SOXQ

AI Chip Stocks Gain Momentum On Taiwan Semiconductor Performance;  Biden's Semiconductor Sanctions Kick In

On Thursday, Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) fourth-quarter results beat forecasts, fueled by demand for advanced processor node technologies for artificial intelligence applications.
The contract chipmaker, which supplies chips for&nbsp;Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) graphics processing unit&nbsp;(GPU)&nbsp;and Apple, Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) smartphones, guided first-quarter revenue <a target="_blank" href="https://investor.tsmc.com/english/quarterly-results/2024/q4" rel="noreferrer noopener">above the consensus</a>.
Taiwan Semiconductor reported fourth-quarter revenue of $26.88 billion (NT$868.46 billion), up 38.8% year-over-year, topping the analyst consensus estimate of $26.28 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43013634/opecs-optimism-clashes-with-ieas-conservative-2025-oil-growth-projections" rel="noreferrer noopener">OPEC&#8217;s Optimism Clashes With IEA&#8217;s Conservative 2025 Oil Growth Projections</a>
Net income and earnings per share were NT$374.68 billion and NT$14.45 per share ($2.24) versus <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus of $2.23</a>.
In dollar terms, revenue growth was 37.0% year over year and 14.4% quarter over quarter. <a target="_blank" href="https://www.benzinga.com/news/earnings/24/10/41373163/nvidia-supplier-tsmc-reports-q3-revenue-earnings-beat-amid-rising-demand-for-ai-chips" rel="noreferrer noopener">The top-line performance</a> aligned with the company&#8217;s guidance of $26.1 billion—$26.9 billion.
Taiwan Semiconductor said its business was supported by demand for its 3-nm and 5-nm technologies. However, it expects smartphone seasonality to impact the first quarter, partially offset by continued growth in AI-related demand.
The company said 3-nm accounted for 26% of the total revenue, 5-nm accounted for 34%, and 7-nm technologies accounted for 14%. 7-nm and more advanced technologies comprised 74% of the total wafer revenue.
Margin Profile:&nbsp;Taiwan Semiconductor&#8217;s AI technology moat helped it expand its fourth-quarter gross margins by 600 bps to 59%, as its 3-nm and 5-nm chips gain traction at the cost of&nbsp;Intel Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and&nbsp;Samsung Electronics&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>),&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/42825523/taiwan-semi-likely-for-upside-backed-by-ai-demand-and-advanced-node-pricing-analyst-says" rel="noreferrer noopener">which struggled to transition</a>&nbsp;into advanced nodes. Taiwan Semiconductor&#8217;s operating margin expanded by 740 bps to 49%.
Outlook: Taiwan Semiconductor is guided for first-quarter 2025 revenue of $25.0 billion-$25.8 billion versus the <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">$24.97 billion consensus estimate</a>. It expects a gross margin of 57%—59% and operating profit margins of 46.5%—48.5%.
The company earmarked fiscal 2025 capex worth $38 billion-$42 billion (versus $29.8 billion a year ago) amid intensifying geopolitical tensions between the U.S. and China, with the former eying tougher <a target="_blank" href="https://www.benzinga.com/25/01/43003008/taiwan-semi-samsung-intel-may-face-stricter-us-rules-on-chip-exports-to-china-over-security-concerns" rel="noreferrer noopener">artificial intelligence technology</a> restrictions on the latter, citing national security concerns.
Taiwan Semiconductor stock surged over 103% in the last 12 months.
Investors can gain exposure to semiconductor manufacturing stocks through the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action: TSM stock traded higher by 4.86% at $216.85 premarket at the last check on Thursday.
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Taiwan Semiconductor Q4 Earnings: 3nm and 5nm Nodes Lead Topline Growth, Expands Margins, Issues Strong Q1 Outlook

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), and&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) could face more <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42897081/nvidia-and-ai-chip-stocks-brace-for-impact-as-biden-administration-considers-new-china-export-ban-report" rel="noreferrer noopener">cumbersome export regulations</a> as the U.S. aims to restrict China&#8217;s access to advanced chips, citing national security threats.
The Biden administration&#8217;s latest measures seek to encourage the chipmakers&nbsp;to analyze and perform more due diligence on customers carefully, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-15/us-to-push-tsmc-and-samsung-to-tighten-flow-of-chips-to-china?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">cites</a> unnamed sources familiar with the matter.
Prior reports alleged Taiwan Semiconductor-made chips finding a way&nbsp;to the blacklisted Chinese company&nbsp;Huawei Technologies Co.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42986042/apple-sees-market-share-decline-in-2024-as-chinese-smartphone-brands-surge-globally-idc" rel="noreferrer noopener">Apple Sees Market Share Decline in 2024 as Chinese Smartphone Brands Surge Globally: IDC</a>
The latest sanctions, likely to be announced on Wednesday, could limit Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;and rivals&#8217; sales of AI chips to data centers in the U.S.&#8217;s non-ally countries like China and Russia.
The U.S. could restrict the export of advanced chips, implying those 14 or 16 nanometers and below, and mandate a government license to sell them in China and other restricted nations.
The suggested regulations aim to help chip manufacturers identify which designs, from which customers, are subject to U.S. semiconductor sanctions.
The U.S. aims to target more sophisticated processors, namely, AI accelerators designed by Chinese companies.
The U.S., Europe, and Japan ramped up their focus on their domestic semiconductor positions to reduce dependence on China by tapping chipmakers like Taiwan Semiconductor following <a target="_blank" href="https://www.benzinga.com/media/25/01/42981814/apple-and-nvidia-supplier-taiwan-semiconductor-leads-semiconductor-market-with-64-share" rel="noreferrer noopener">the 2020 pandemic</a> that disrupted the global supply chains.
Additionally, the U.S. started restricting China&#8217;s access to advanced semiconductor technology from Nvidia and Taiwan Semiconductor, which Washington alleged China utilized to boost its military warfare position.
The U.S. also encouraged its allies, including Taiwan and the Netherlands (home to chip equipment maker&nbsp;ASML Holding (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/asml#NASDAQ">ASML</a>), to restrict semiconductor trade with China.
Taiwan Semiconductor commanded a 64% <a target="_blank" href="https://www.benzinga.com/media/25/01/42981814/apple-and-nvidia-supplier-taiwan-semiconductor-leads-semiconductor-market-with-64-share" rel="noreferrer noopener">global foundry business share</a> in the third quarter of 2024. Samsung scored second with a 12% share backed by its 4nm and 5nm processes.
Investors can gain exposure to stocks of companies that manufacture semiconductors through the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action: TSM stock closed higher by 0.26% at $201.97 premarket at the last check on Wednesday.
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Photo by William Potter on Shutterstock

Taiwan Semi, Samsung, Intel May Face Stricter US Rules on Chip Exports to China Over Security Concerns

Nokia Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) shares are trading higher premarket on Wednesday. The company entered a multi-year patent license deal with Samsung Electronics Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), granting Samsung access to its <a target="_blank" href="https://www.globenewswire.com/news-release/2025/01/15/3009789/0/en/Nokia-signs-video-technologies-license-agreement-with-Samsung.html" rel="noreferrer noopener">video </a>technologies for use in televisions.
As part of the deal, Samsung will pay royalties to Nokia. This deal is separate from the company&#8217;s existing 5G patent license agreement, and the terms remain confidential.
Arvin Patel, Nokia&#8217;s Chief Licensing Officer for New Segments, stated, &#8220;The agreement is yet another proof point of Nokia&#8217;s leadership in video and multimedia technologies, and further validation of our decades-long investments in multimedia R&amp;D and standardization.&#8221;
In a separate release, Nokia revealed&nbsp;a partnership&nbsp;with Zain KSA to implement&nbsp;<a target="_blank" href="https://www.globenewswire.com/news-release/2025/01/15/3009772/0/en/Nokia-and-Zain-KSA-to-implement-unique-indoor-solutions-for-enterprise-customers.html#:~:text=Nokia%20and%20Zain%20KSA%20to%20implement%20unique%20indoor%20solutions%20for%20enterprise%20customers&amp;text=First%204G%2F5G%20Femtocell%20solution,for%20enterprises%20across%20the%20Kingdom." rel="noreferrer noopener">4G</a>/5G Femtocell solution in Saudi Arabia and the Middle East and Africa region.
The collaboration aims to improve mobile coverage and enhance connectivity for enterprise customers by addressing network gaps and optimizing performance.
By reducing dependency on customer infrastructure, this cost-effective solution ensures enhanced coverage and optimized connectivity for enterprise users.
Last week, the company disclosed that&nbsp;Openreach&nbsp;had selected its One Network Platform to build an open-access&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/42897828/openreach-taps-nokia-to-connect-25-million-uk-properties-to-high-speed-broadband-by-2026" rel="noreferrer noopener">fiber network across the U.K</a>.
Investors can gain exposure to NOK stock via&nbsp;iShares U.S. Digital Infrastructure and Real Estate ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IDGT#NYSE">IDGT</a>) and Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>).
Price Action: NOK shares are up 2.21% at $4.61 premarket at the last check Wednesday.
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What's Going On With Nokia Stock Premarket On Wednesday?

Nokia signs video technologies license agreement with Samsung
<ul>
<li>License covers the use of Nokia's video technologies in Samsung's televisions.</li>
<li>Nokia to receive royalty payments from Samsung.</li>
<li>The new agreement is separate from the parties' existing 5G license agreement.</li>
</ul>

Nokia Signs Multi-Year Video Technologies Licensing Deal With Samsung

South Korean markets showed resilience Wednesday as President Yoon Suk Yeol was taken into custody, with the benchmark KOSPI rising 0.40% to 2,507.35 amid heightened political uncertainty.
Yoon, 64, was detained at 10:33 a.m. local time by a joint probe team investigating allegations related to his December martial law declaration, marking an unprecedented arrest of a sitting South Korean president. 
The arrest came after an initial failed attempt on Jan. 3 that resulted in a standoff between investigators and presidential security, <a href="https://www.koreaherald.com/article/10390439">reported</a> The Korean Herald.
Despite the political upheaval, major South Korean stocks held steady. SK Hynix Inc. led the gains, climbing 2.31% to 1,99,800 South Korean won ($136.90). Samsung Electronics Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) rose 0.37% to 54,100 South Korean won ($37.06), while KB Financial Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KB#NYSE">KB</a>) gained 0.90%, reaching 89,500 South Korean won ($61.31). Hyundai Motor (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HYMTF#OTC">HYMTF</a>) saw a slight decline of 0.23%, trading at 2,21,500 South Korean won ($151.76). 
The iShares MSCI South Korea ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWY#NYSE">EWY</a>), a key indicator for U.S. investors, gained 0.94% on Tuesday.
The Korean won remained stable against the U.S. dollar, trading at 1,460.52 South Korean won, down marginally by 0.063%. 
The arrest warrant for President Yoon, which expires Jan. 21, includes charges of power abuse and insurrection. The investigation is led by the Corruption Investigation Office for High-ranking Officials.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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South Korean President Yoon Suk Yeol Arrested — KOSPI Edges Higher Despite Political Upheaval, Won Stable

International Data Corp cites preliminary data showing that <a target="_blank" href="https://www.benzinga.com/topic/smartphones" rel="noreferrer noopener">global smartphone shipments</a> increased 2.4% to 331.7 million units in the fourth quarter of 2024.
This marks the sixth consecutive quarter of shipment growth, and after two years of decline, the year closed with 6.4% growth and 1.24 billion shipments.
Nabila Popal <a target="_blank" href="https://www.idc.com/getdoc.jsp?containerId=prUS53072325" rel="noreferrer noopener">of IDC</a> noted that vendors successfully adjusted their strategies to drive growth by focusing on promotions, launching devices in multiple price segments, offering interest-free financing plans, and aggressively trading in devices, fueling premiumization and boosting low-end devices, especially in China and emerging markets.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/01/42958251/on-semi-sees-utilization-cuts-as-ev-demand-softens-analyst-warns" rel="noreferrer noopener">ON Semi Sees Utilization Cuts As EV Demand Softens, Analyst Warns</a>
Popal expressed optimism about continued growth in 2025 while flagging the threat of tariffs from the Donald Trump administration, which has triggered uncertainty in the industry.
IDC expects the market to continue growing at a slower pace in 2025 as refresh cycles continue to grow and pent-up demand is fulfilled.
While Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) maintained the top two positions in the fourth quarter and for the year, both companies witnessed year-on-year declines and lost market share to the Chinese vendors this year who drove the overall market by focusing on affordable devices, rapid expansion, and development in China.
Outside of Apple and Samsung, Xiaomi (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>) came in third for the quarter and the year, with the highest year-on-year growth rate among the top five players. Transsion placed fourth but tied with Vivo for the quarter and Oppo for the year.
Francisco Jeronimo called out Xiaomi, Oppo, Vivo, Honor, Huawei, Lenovo, Realme, Transsion, TCL, and ZTE for their remarkable fourth quarter.
They shipped the highest combined volume ever in a quarter, representing 56% of the global smartphone shipments.
While their core markets remain China and Asia, Jeronimo noted that these brands are expanding their footprint in Europe and Africa thanks to their low-end and mid-range devices. Huawei stands apart, with most of its shipments in the high-end and premium segments.
Also this week, Counterpoint <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/42951487/apples-iphone-market-share-declines-in-china-huawei-and-xiaomi-gain-momentum-in-2024-counterpoint" rel="noreferrer noopener">pointed out how</a> iPhones, devoid of their Apple Intelligence features, failed to gain traction in China, making way for the domestic players in 2024.
As per Counterpoint, global smartphone sales grew 4% in 2024, led by Europe, China, and Latin America.
Counterpoint expects AI-capable smartphones to become a norm for mid-range devices. By 2028, Counterpoint expects 90% of smartphones priced above $250 to be Generative AI-capable.
Apple stock surged 28% in last 12 months. Investors can gain exposure to the stock through iShares Global Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IXN#NYSE">IXN</a>) and Fidelity MSCI Information Technology Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>).
Price Action: AAPL stock traded higher by 0.12% at $234.67 at the last check on Tuesday.
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Photo courtesy: Apple

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Apple Sees Market Share Decline in 2024 as Chinese Smartphone Brands Surge Globally: IDC

Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is finalizing the verification of its <a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">&#8220;made in America&#8221;</a> processor chips from Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) plant in Arizona.
The first batch of commercial chips will likely by this quarter, Nikkei Asia <a target="_blank" href="https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-in-final-stages-of-verifying-TSMC-s-Made-in-USA-chips" rel="noreferrer noopener">reports</a>.
The 2020 pandemic prompted countries including the U.S., Europe, and Japan to consolidate their semiconductor position by tapping chipmakers like Taiwan Semiconductor, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), thereby reducing their dependence on China.
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<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/14050746/newplot-4.png" alt="" class="wp-image-732034" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/14050746/newplot-4.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/14050746/newplot-4-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Additionally, the U.S. started restricting China&#8217;s access to advanced semiconductor technology, which Washington alleged China utilized to boost its military warfare position.
Washington also restricted China&#8217;s access to sophisticated Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor&#8217;s artificial intelligence chips.
The country also canvassed its allies, including Taiwan and the Netherlands (home to chip equipment maker ASML Holding (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/asml#NASDAQ">ASML</a>), to restrict semiconductor trade with China.
Meanwhile, Taiwan Semiconductor bagged a 64% share of the global foundry business in the third quarter of 2024, up from 62% in the second quarter, Taipei Times <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2025/01/14/2003830149" rel="noreferrer noopener">cites</a> Counterpoint Research.
Last November, Counterpoint said Taiwan Semiconductor owed its moat to high utilization rates in its 5nm and 3nm processes, artificial intelligence (AI) accelerator demand, and smartphone sales.
Samsung came second with a 12% share backed by its 4nm and 5nm processes, Taipei Times cites Counterpoint.
China&#8217;s Semiconductor Manufacturing International came third after it secured 6%, backed by its 28nm process, Taipei Times cites Counterpoint.
United Microelectronics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) tied with GlobalFoundries Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>) with a 5% share backed by demand in the Internet of Things and communications infrastructure markets.
The 3nm process scored a second position in the third quarter, bagging a 13% share, on the back of the full utilization of Taiwan Semiconductor&#8217;s production capacity, as production by Apple, Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Intel gained momentum.
The 5 and 4nm processes bagged the numero uno position, securing 24% of the market in the third quarter, courtesy of demand for Nvidia&#8217;s Blackwell graphics processing units.
Taiwan Semiconductor plans to start producing its 2nm process at its fab in Hsinchu County&#8217;s Baoshan Township in 2025.
Goldman Sachs <a target="_blank" href="https://www.benzinga.com/25/01/42825523/taiwan-semi-likely-for-upside-backed-by-ai-demand-and-advanced-node-pricing-analyst-says" rel="noreferrer noopener">expressed optimism over</a> Taiwan Semiconductor&#8217;s prospects, citing AI demand and advanced node growth. Taiwan Semiconductor&#8217;s price hikes for 3 and 5nm nodes in 2025 (while Intel and Samsung struggle to develop their AI technology moat) could boost its margins to over 59%.
Taiwan Semiconductor stock surged over 98% in the last 12 months. Investors can gain exposure to the stocks of companies that manufacture semiconductors through VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action: TSM stock is down 0.65% at $200.05 at the last check on Tuesday.
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Apple And Nvidia Supplier Taiwan Semiconductor Leads Semiconductor Market with 64% Share

<a target="_blank" href="https://www.benzinga.com/topic/smartphones" rel="noreferrer noopener">Smartphone giant</a> Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;iPhones, minus their highly anticipated Apple Intelligence features, failed to gain traction in China, paving the way for the country&#8217;s domestic players in 2024.
Counterpoint&#8217;s Tarun Pathak mentioned 2024 as a year of recovery and normalization after a difficult 2023.
Global smartphone sales grew 4% in 2024 after two consecutive years of annual declines, Counterpoint <a target="_blank" href="https://www.counterpointresearch.com/insight/post-insight-research-notes-blogs-smartphone-market-recovers-in-2024-after-two-years-of-decline" rel="noreferrer noopener">cites</a> preliminary data. Smartphone sales marked a decade low in 2023.
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Almost every market grew, led by Europe, China, and Latin America.
The iPhone captured an 18% market share in 2024, down from 19% in 2023.
However, Apple continued to grow in its non-core markets, like Latin America, Africa, and Asia-Pacific. Needham&#8217;s Laura Martin expects iPhones to account for 89%-96% of Apple&#8217;s <a target="_blank" href="https://www.benzinga.com/news/24/09/41005053/apple-iphone-to-fuel-96-of-2025-revenue-analyst-says-a-safer-bet-than-ai-heavy-amazon-alphabet-micro" rel="noreferrer noopener">fiscal 2025 revenue</a>.&nbsp;
Counterpoint&#8217;s Ivan Lam flagged a consumer pivot to Apple&#8217;s premium offering, helping to offset some of the declines. Lam pointed to the growing sell-through share of Pro series devices in markets like China.
Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) led with a market share of 19% in 2024, down from 20% in 2023, backed by demand for its S24 series and A-series product lines. The S24 series gained traction as the first phone positioned as an AI device and performed exceptionally in Western Europe and the USA.
Xiaomi (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>) reported a 14% market share in 2024, up from 13% a year ago. Oppo and Vivo each captured an 8% market share in 2024.
Xiaomi grew fastest among the top five brands in 2024, backed by its premiumization and expansion activities.
Oppo ended the year with stronger momentum. Vivo emerged amongst the top five, led by strong performance in India and China.
The top five remained the same as in 2023 but lost some share to Huawei Technologies, Honor, and Motorola. Huawei&nbsp;has no plans to give any respite to its rivals, who are doling out discounts for the New Year on <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42721523/apples-chinese-rival-huawei-slashes-prices-for-new-year-boost-should-tim-cook-led-company-be-worried-heres-what-analysts-are-saying-about-aapl-stock" rel="noreferrer noopener">their premium models</a>.
China targets expanding&nbsp;<a target="_blank" href="https://www.benzinga.com/news/global/25/01/42790373/apple-iphones-lose-ground-in-china-as-subsidies-boost-huawei-domestic-rivals" rel="noreferrer noopener">government-supported consumption</a> subsidies to include smartphones and other electronics, which will likely benefit domestic brands like&nbsp;Huawei and&nbsp;Xiaomi.
While generative AI-capable smartphones remain limited to the premium segment, Counterpoint expects them to become a norm for mid-range devices. By 2028, Counterpoint expects nine out of ten smartphones priced above $250 to be Generative AI-capable.
In 2025, Counterpoint expects revenue growth to continue to outpace volume growth, with revenues growing 8%, compared to 4%.
Price Action: AAPL stock is down 0.54% at $230.83 at the last check on Monday.
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Photo courtesy: Apple

Emerging Markets

Apple's iPhone Market Share Declines in China, Huawei and Xiaomi Gain Momentum in 2024: Counterpoint

The week was a rollercoaster for the tech world, particularly for&nbsp;Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>). The tech giant faced a potential market share decline in China, while its CEO, Tim Cook, enjoyed a significant pay rise. Amid privacy controversies, Apple clarified its Siri privacy policies and acknowledged AI flaws. Meanwhile,&nbsp;Samsung Electronics Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp;unveiled a subscription model for its AI-powered Galaxy smartphones.
Apple&#8217;s Market Share Decline in China
Apple is reportedly facing a drop in its market share in China, attributed to a decrease in iPhone shipments, according to supply chain analyst Ming-Chi Kuo. Despite the expected launch of the new iPhone SE 4, Kuo forecasts a 6% year-over-year decline in shipments for the first half of 2025. The thin design of two upcoming iPhone models, which may only support eSIM, a feature not widely promoted in the Chinese market, is expected to contribute to this decline.
<a href="https://www.benzinga.com/tech/25/01/42931758/apple-staring-at-market-share-decline-in-china-amid-declining-iphone-shipments-top-analyst-flags-why-some-models-could-be-face-shipping-momentum-challenges">Read the full article here.</a>
Tim Cook&#8217;s 2024 Salary
Despite controversies over Apple&#8217;s AI and Siri privacy policies, CEO Tim Cook saw an 18% increase in his annual compensation in 2024, reaching $74.6 million. The rise was primarily due to an increase in stock awards and non-equity incentive plan compensation.
<a href="https://www.benzinga.com/tech/25/01/42931220/apple-ceo-tim-cook-took-home-74-6-million-in-2024-up-18-despite-ai-and-siri-privacy-controversies">Read the full article here.</a>
Apple Clarifies Siri Privacy Policies
Following a $95 million settlement over allegations of unauthorized recordings, Apple clarified its privacy policies regarding Siri. The company emphasized that it has never sold or used Siri data for marketing purposes.
<a href="https://www.benzinga.com/tech/25/01/42890955/apple-clarifies-siri-privacy-policies-after-95-million-settlement">Read the full article here.</a>
Apple Admits AI Flaws
Apple has committed to updating its AI feature following a complaint from the BBC. The tech giant acknowledged that its AI-generated news summaries on iPhones have been inaccurate.
<a href="https://www.benzinga.com/25/01/42836957/apple-acknowledges-ai-flaws-after-bbc-complaint-vows-fix-for-misleading-news-summaries">Read the full article here.</a>
Apple Rival Unveils AI Subscription Model
Apple rival Samsung is set to introduce a subscription model for its Galaxy smartphones, following Apple&#8217;s pause on its own subscription service plans. The AI Subscription Club, initially launched for select Samsung home appliances in South Korea, will be expanded to Galaxy phones and the Ballie AI robot.
<a href="https://www.benzinga.com/tech/25/01/42893958/after-apple-halts-hardware-subscription-plans-samsung-unveils-similar-strategy-for-ai-powered-galaxy-smartphones">Read the full article here.</a>
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Photo courtesy: Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>

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