Sustainable earnings growth expected through 2019: After benefitting this yearamid a semiconductor industry boom, our forecasts have Samsung Electronics (SEC)seeing its earnings continue to surge through 2019 for the following reasons.    Poised for additional growth: SEC’s handset business boasts significant upside, withour estimates having its margin rise from a projected 11% this year to 13% in 2018 and15% in 2019, backed by higher ASPs for new models and in spite of slowing sales volumehikes. Foldable smartphones are set to become handset industry game changers, such aswas seen when: 1) clamshell phones popularized multimedia applications; 2) iPhonesrevolutionized touchscreen ability to simultaneously run different apps; and 3) the GalaxyNote’s large screen made video watching more convenient. Foldable handsets will alsolikely feature large screens and redefine the concept of relaying information. SEC’s voicerecognitionAI Bixby (via Amazon Web Service) should take such advancements furtherprovide a more colorful user experience once it integrates IoT with Joyent (acquired lastyear).

声明：如本站内容不慎侵犯了您的权益，请联系邮箱：wangshiyuan@epins.cn 我们将迅速删除。